Civic Intelligence

Treto Charitable Trust

EIN 94-6765615 • 4947(a)1 • Pleasanton, CA

Profile

We support charities or entities that are local and dear to our community, friends, or family. We aim for local organizations or local chapters of larger organization because our fairly modest donations go further and have greater impact on organization with smaller budgets.

2367 Meadowlark DrivePleasanton, CA 94566

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

42nd percentile

-7.0%

Higher net margin than 42% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Source year 2024

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

4947(a)1 • <$500k nonprofits • Source year 2024

Asset Growth

20th percentile

-20%

Faster asset growth than 20% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

22%

Faster revenue growth than 61% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,626

Down $400 (-20%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$1,626

Down $400 (-20%) from 2023

Revenue

Up

$5,675

Up $1,035 (+22%) from 2023

Expenses

Up

$6,075

Up $1,060 (+21%) from 2023

Net Income

Down

-$400

Down $25 (-6.7%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0K$4.0K$2.0K$0Assets 2014: $749Liabilities 2014: $0Net Assets 2014: $7492014Assets 2015: $4,281Liabilities 2015: $0Net Assets 2015: $4,2812015Assets 2016: $1,765Liabilities 2016: $0Net Assets 2016: $1,7652016Assets 2017: $1,618Liabilities 2017: $0Net Assets 2017: $1,6182017Assets 2018: $1,315Liabilities 2018: $0Net Assets 2018: $1,3152018Assets 2019: $3,063Liabilities 2019: $0Net Assets 2019: $3,0632019Assets 2020: $3,053Liabilities 2020: $0Net Assets 2020: $3,0532020Assets 2021: $2,727Liabilities 2021: $0Net Assets 2021: $2,7272021Assets 2022: $2,401Net Assets 2022: $2,4012022Assets 2023: $2,026Net Assets 2023: $2,0262023Assets 2024: $1,626Net Assets 2024: $1,6262024

Highlighted filing

2024

Assets$1,626
Liabilities-
Net Assets$1,626

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10K$5.0K$0-$5.0KRevenue 2014: $3,054Expenses 2014: $5,211Net Income 2014: -$2,1572014Revenue 2015: $7,127Expenses 2015: $3,595Net Income 2015: $3,5322015Revenue 2016: $3,724Expenses 2016: $6,240Net Income 2016: -$2,5162016Revenue 2017: $4,573Expenses 2017: $4,720Net Income 2017: -$1472017Revenue 2018: $5,067Expenses 2018: $5,370Net Income 2018: -$3032018Revenue 2019: $7,555Expenses 2019: $5,807Net Income 2019: $1,7482019Revenue 2020: $0Expenses 2020: $10Net Income 2020: -$102020Revenue 2021: $5,475Expenses 2021: $5,801Net Income 2021: -$3262021Revenue 2022: $5,645Expenses 2022: $5,971Net Income 2022: -$3262022Revenue 2023: $4,640Expenses 2023: $5,015Net Income 2023: -$3752023Revenue 2024: $5,675Expenses 2024: $6,075Net Income 2024: -$4002024

Highlighted filing

2024

Revenue$5,675
Expenses$6,075
Net Income-$400

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 2, 2025
Return Version
2024v5.0
Gross Receipts
$5,675
Mission and Program Overview

Mission

We support charities or entities that are local and dear to our community, friends, or family. We aim for local organizations or local chapters of larger organizations because our fairly modest donations go further and have greater impact on organizations with smaller budgets.

We support charities or entities that are local and dear to our community, friends, or family. We aim for local organizations or local chapters of larger organization because our fairly modest donations go further and have greater impact on organization with smaller budgets.

Program Services

DescriptionGrantsExpenses
DONATION TO LOCAL CHARITABLE ENTITIES$5,675$6,075
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TROY TRETOTrusteePT$0--
ROBIN TRETOTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Treto Charitable Trust
EIN
94-6765615
Phone
9252168679
Address
2367 MEADOWLARK DRIVE, PLEASANTON, CA 94566

Signing Officer

Name
Troy Treto
Title
Trustee
Phone
9252168679
Signed
2025-06-02
Discuss with paid preparer
Yes

Preparer

Firm
The Gael Knight Company
Address
307 RAY ST, PLEASANTON, CA 94566-6621
Preparer
Gael D Knight CPA
Phone
5108865511
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: cardiostart international address: 34th st s suite 114 st petersburg, fl 33711 cash contribution: 5,675

Form 990-ez, Part III

We support charities or entities that are local and dear to our community, friends, or family. We aim for local organizations or local chapters of larger organization because our fairly modest donations go further and have greater impact on organization with smaller budgets.

Raw XML Appendix119 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TROY TRETO
IRS990EZ/BooksInCareOfDetail/PhoneNum09252168679
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02367 MEADOWLARK DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLEASANTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094566
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02026
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01626
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05675
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-400
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt01626
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05675
IRS990EZ/GrossReceiptsAmt05675
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02026
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01626
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02026
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01626
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TROY TRETO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBIN TRETO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization4947a1NotPFInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WE SUPPORT CHARITIES OR ENTITIES THAT ARE LOCAL AND DEAR TO OUR COMMUNITY, FRIENDS, OR FAMILY. WE AIM FOR LOCAL ORGANIZATIONS OR LOCAL CHAPTERS OF LARGER ORGANIZATION BECAUSE OUR FAIRLY MODEST DONATIONS GO FURTHER AND HAVE GREATER IMPACT ON ORGANIZATION WITH SMALLER BUDGETS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATION TO LOCAL CHARITABLE ENTITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05675
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06075
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06075
IRS990EZ/TotalProgramServiceExpensesAmt06075
IRS990EZ/TotalRevenueAmt05675
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04640
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05645
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021460
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt021460
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05675
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04640
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05500
IRS990ScheduleA/Total509Grp/TotalAmt021460
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05675
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04640
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05645
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05500
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt021460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: CARDIOSTART INTERNATIONAL ADDRESS: 34TH ST S SUITE 114 ST PETERSBURG, FL 33711 CASH CONTRIBUTION: 5,675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WE SUPPORT CHARITIES OR ENTITIES THAT ARE LOCAL AND DEAR TO OUR COMMUNITY, FRIENDS, OR FAMILY. WE AIM FOR LOCAL ORGANIZATIONS OR LOCAL CHAPTERS OF LARGER ORGANIZATION BECAUSE OUR FAIRLY MODEST DONATIONS GO FURTHER AND HAVE GREATER IMPACT ON ORGANIZATION WITH SMALLER BUDGETS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TROY TRETO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09252168679
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRETO CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TRET
ReturnHeader/Filer/EIN0946765615
ReturnHeader/Filer/PhoneNum09252168679
ReturnHeader/Filer/USAddress/AddressLine1Txt02367 MEADOWLARK DRIVE
ReturnHeader/Filer/USAddress/CityNm0PLEASANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094566
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474256081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE GAEL KNIGHT COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0307 RAY ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945666621
ReturnHeader/PreparerPersonGrp/PhoneNum05108865511
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAEL D KNIGHT CPA
ReturnHeader/ReturnTs02025-06-05T20:22:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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