AI Summary
RETA TRUST is a nonprofit organization established under a religious trust agreement by two Roman Catholic archdioceses, several dioceses, and various religious orders of the Roman Catholic Church. Its mission is to provide cost-effective medical benefits to clergy, men and women religious, as well as their lay employees and dependents. With an operating budget of $28 million and total revenue of $363.4 million for the 2024 filing year, RETA TRUST plays a significant role in supporting the health and well-being of its members within the Catholic community.
Mission Statement
THE RETA TRUST WAS FORMED UNDER A RELIGIOUS TRUST AGREEMENT ENTERED INTO BY TWO ROMAN CATHOLIC ARCHDIOCESES, SEVERAL DIOCESES AND SEVERAL RELIGIOUS ORDERS OF THE ROMAN CATHOLIC CHURCH AS A MEANS WHEREIN TO PROVIDE COST EFFECTIVE MEDICAL BENEFITS TO CLERGY, MEN & WOMEN RELIGIOUS, AND THEIR LAY EMPLOYEES AND THEIR DEPENDENTS.
Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Not in Pub 78 list
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Frequently Asked Questions
What is RETA TRUST’s budget?
In 2024, RETA TRUST reported an annual operating budget of around $28 million. More detailed financial information is available to registered users.
Where does RETA TRUST operate?
RETA TRUST is headquartered in Walnut Creek, CA.