Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
54th percentile
Higher net margin than 54% of similar nonprofits.
Top Officer Pay
32nd percentile
Higher top officer pay than 32% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
9th percentile
Faster asset growth than 9% of similar nonprofits.
Revenue Growth
72nd percentile
Faster revenue growth than 72% of similar nonprofits.
Balance Sheet
Assets
Down$2,401
Down $326 (-12%) from 2021
Net Assets
Down$2,401
Down $326 (-12%) from 2021
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$5,645
Up $170 (+3.1%) from 2021
Expenses
Up$5,971
Up $170 (+2.9%) from 2021
Net Income
Flat-$326
Flat from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- May 15, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $5,645
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
| Description | Grants | Expenses |
|---|---|---|
| DONATION TO LOCAL CHARITABLE ENTITIES | $5,645 | $5,971 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TROY TRETO | Trustee | PT | $0 | - | - |
| ROBIN TRETO | Trustee | PT | $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
- 2023-05-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- The Gael Knight Company
- Address
- 3150 ALMADEN EXPY STE 103, SAN JOSE, CA 95118-1217
- Preparer
- Gael D Knight CPA
- Phone
- 4082673105
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10
“Name: shepherd's gate address: 1660 portola ave livermore, ca 94551 cash contribution: 5,645”
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 Appendix121 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | TROY TRETO |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9252168679 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2367 MEADOWLARK DR |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PLEASANTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94566 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 2727 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 2401 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 5645 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -326 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 326 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 2727 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 2401 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 5645 |
| IRS990EZ/GrossReceiptsAmt | 0 | 5645 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 2727 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 2401 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 2727 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 2401 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | TROY TRETO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ROBIN TRETO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization4947a1NotPFInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | DONATION TO LOCAL CHARITABLE ENTITIES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 5645 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 5971 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 5971 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 5971 |
| IRS990EZ/TotalRevenueAmt | 0 | 5645 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 5645 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 5500 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5500 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5065 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 21710 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 21710 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 5645 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 5500 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5500 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5065 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 21710 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 5645 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 5500 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 5500 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 5065 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 21710 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | NAME: SHEPHERD'S GATE ADDRESS: 1660 PORTOLA AVE LIVERMORE, CA 94551 CASH CONTRIBUTION: 5,645 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TROY TRETO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9252168679 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-05-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | TRETO CHARITABLE TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | TRET |
| ReturnHeader/Filer/EIN | 0 | 946765615 |
| ReturnHeader/Filer/PhoneNum | 0 | 9252168679 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2367 MEADOWLARK DR |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PLEASANTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94566 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 474256081 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | THE GAEL KNIGHT COMPANY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3150 ALMADEN EXPY STE 103 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SAN JOSE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 951181217 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4082673105 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-09-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GAEL D KNIGHT CPA |
| ReturnHeader/ReturnTs | 0 | 2023-09-11T18:23:29-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | TROY |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | TRETO |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $2,401
- Liabilities
- -
- Net assets
- $2,401
- Revenue
- $5,645
- Expenses
- $5,971
- Net income
- -$326