Civic Intelligence

Treto Charitable Tr

990EZ • Fiscal year 2018 • EIN 94-6765615

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

Organization ProfileN/A
2367 Meadowlark DrPleasanton, CA 94566

(925) 216-8679

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

30th percentile

-6.0%

Higher net margin than 30% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

20th percentile

-19%

Faster asset growth than 20% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$1,315

Down $303 (-19%) from 2017

Net Assets

Down

$1,315

Down $303 (-19%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin30th percentile

Revenue

Up

$5,067

Up $494 (+11%) from 2017

Expenses

Up

$5,370

Up $650 (+14%) from 2017

Net Income

Down

-$303

Down $156 (-106%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$1,315
Liabilities$0
Net Assets$1,315
Open 2018 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$5,067
Expenses$5,370
Net Income-$303
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 29, 2019
Return Version
2018v3.1
Gross Receipts
$5,067
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.

Program Services

DescriptionGrantsExpenses
DONATION TO LOCAL CHARITABLE ENTITIES$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

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 DR, PLEASANTON, CA 94566

Signing Officer

Name
Troy Treto
Title
Trustee
Phone
9252168679
Signed
2019-04-29
Discuss with paid preparer
Yes

Preparer

Firm
The Gael Knight Company
Address
3150 ALMADEN EXPY SUITE 103, SAN JOSE, CA 95118
Preparer
Gael D Knight CPA
Phone
4082673105
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest income. Amount: 2.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: donation. Grantee name: binkeez for comfort. Grantee address: 159 memorial drive, ste b shrewsbury, ma 01545. Grantee relationship: none. Property description: cash. Date of gift: 08/03/18. Amount given: 2,540.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: donation. Grantee name: ronald mcdonald house bay area. Grantee address: 520 sand hill road palo alto, ca 94304. Grantee relationship: none. Property description: cash. Date of gift: 08/03/18. Amount given: 2,540. Total included on form 990-ez, line 10: 5,080.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: ftb tax payments. Amount: 10.”

Raw XML Appendix144 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/ActivitiesNotPreviouslyRptInd00
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/BOYAmt01618
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01315
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt05065
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-303
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0280
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01618
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01315
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05080
IRS990EZ/GrossReceiptsAmt05067
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01618
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01315
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01618
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01315
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TROY TRETO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBIN TRETO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization4947a1NotPFInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt010
IRS990EZ/OtherRevenueTotalAmt02
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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 ORGANIZATIONS BECAUSE OUR FAIRLY MODEST DONATIONS GO FURTHER AND HAVE GREATER IMPACT ON ORGANIZATIONS WITH SMALLER BUDGETS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATION TO LOCAL CHARITABLE ENTITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt05370
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt05067
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04570
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03075
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017910
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt017910
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05065
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04570
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03135
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02065
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03075
IRS990ScheduleA/Total509Grp/TotalAmt017910
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05065
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04570
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03135
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02065
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03075
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt017910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: BINKEEZ FOR COMFORT. GRANTEE ADDRESS: 159 MEMORIAL DRIVE, STE B SHREWSBURY, MA 01545. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/03/18. AMOUNT GIVEN: 2,540.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: RONALD MCDONALD HOUSE BAY AREA. GRANTEE ADDRESS: 520 SAND HILL ROAD PALO ALTO, CA 94304. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/03/18. AMOUNT GIVEN: 2,540. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 5,080.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: FTB TAX PAYMENTS. AMOUNT: 10.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TROY TRETO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09252168679
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRETO CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TRET
ReturnHeader/Filer/EIN0946765615
ReturnHeader/Filer/PhoneNum09252168679
ReturnHeader/Filer/USAddress/AddressLine1Txt02367 MEADOWLARK DR
ReturnHeader/Filer/USAddress/CityNm0PLEASANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094566
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08B0388455FCB4B6F9F8D732F8C196A6F85146D8C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08B0388455FCB4B6F9F8D732F8C196A6F85146D8C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.50.1.26
ReturnHeader/FilingSecurityInformation/IPDt02019-04-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:43:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474256081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE GAEL KNIGHT COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03150 ALMADEN EXPY SUITE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095118
ReturnHeader/PreparerPersonGrp/PhoneNum04082673105
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAEL D KNIGHT CPA
ReturnHeader/ReturnTs02019-05-13T17:42:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,315
Liabilities
$0
Net assets
$1,315
Revenue
$5,067
Expenses
$5,370
Net income
-$303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,626$1,626$5,675$6,075$400
2023Detailed filing. Detailed filing data is available for this year.$2,026$2,026$4,640$5,015$375
2022Detailed filing. Detailed filing data is available for this year.$2,401$2,401$5,645$5,971$326
2021Detailed filing. Detailed filing data is available for this year.$2,727$0$2,727$5,475$5,801$326
2020Detailed filing. Detailed filing data is available for this year.$3,053$0$3,053$0$10$10
2019Detailed filing. Detailed filing data is available for this year.$3,063$0$3,063$7,555$5,807$1,748
2018Detailed filing. Detailed filing data is available for this year.$1,315$0$1,315$5,067$5,370$303
2017Detailed filing. Detailed filing data is available for this year.$1,618$0$1,618$4,573$4,720$147
2016Detailed filing. Detailed filing data is available for this year.$1,765$0$1,765$3,724$6,240$2,516
2015Detailed filing. Detailed filing data is available for this year.$4,281$0$4,281$7,127$3,595$3,532
2014Detailed filing. Detailed filing data is available for this year.$749$0$749$3,054$5,211$2,157