Reta Trust
Walnut Creek, California
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Above Average
How This Organization Compares
Compared to 664 peers in Unclassified with $100M-$1B revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $318,671,351↑15% | $315,147,627↑9% | $90,457,092↑6% | |
| 2022 | $276,637,833↑4% | $288,908,994↑5% | $85,515,612↓23% | — |
| 2021 | $265,943,772↑5% | $274,066,216↑8% | $111,698,157↓5% | — |
| 2020 | $252,914,734↓9% | $252,727,595↓3% | $116,984,744↑14% | — |
| 2019 | $279,363,604↑11% | $261,689,073↑6% | $102,913,524↑21% | — |
| 2018 | $250,723,443↑17% | $247,802,748↑9% | $84,709,238↑2% | — |
| 2017 | $213,411,141↑17% | $226,698,041↑18% | $83,025,519↓11% | — |
| 2016 | $183,059,493↑10% | $192,780,989↑20% | $92,857,843↓11% | — |
| 2015 | $166,433,973↓19% | $160,718,984↓16% | $104,823,407↓5% | — |
| 2014 | $206,009,178↑12% | $190,722,128↓2% | $110,923,990↑20% | — |
| 2013 | $184,569,696↓11% | $193,806,879↓1% | $92,552,575↑12% | — |
| 2012 | $207,932,323↑3% | $195,329,015↑5% | $82,793,495↑16% | — |
| 2011 | $202,810,072 | $186,363,597 | $71,236,368 | — |
Frequently Asked Questions
What does Reta Trust do?▼
Reta Trust is a unclassified nonprofit organization based in California. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.
Is Reta Trust financially healthy?▼
Based on our 9-metric Financial Health Score model, Reta Trust has a score of 63/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.
How much revenue does Reta Trust generate?▼
Reta Trust reports $363.4M in annual revenue and holds $95.0M in total assets, based on IRS filings.
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