Treto Charitable Trust

Nonprofit profile at a glance

EIN
946765615
IRS 990-EZ coverage
2014–2025
Forms available
Form 990-EZ 2025, Form 990-N 2012
Location
Pleasanton, CA, USA
Phone
9252168679
Rating
87
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$5,550
Expenses
$5,100
Assets
$2,076

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

2 people listed

People named in this filing

  • TROY TRETO (TRUSTEE)
  • ROBIN TRETO (TRUSTEE)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

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 organization because our fairly modest donations go further and have greater impact on organization with smaller budgets.

What it reported doing in 2025

Donation to local charitable entities

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 92% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 95
  • Transparency & Controls: 82
  • Sustainability: 42
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91.9%; rating input score 92
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 8.1%; rating input score 58; 58th percentile among comparable filings
  • Total-asset coverage ratio: 0.41; rating input score 28; 28th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 13.3% per year; rating input score 100; 75th percentile among comparable filings
  • Revenue growth: 1.4% per year; rating input score 100; 56th percentile among comparable filings
  • Asset growth: 0.1% per year; rating input score 100; 38th percentile among comparable filings

Details

  • Where the money goes: 91.9% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $5K in reported program spending
  • Leadership: top reported pay $0 · 2 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 12 filing years from 2014 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Total-asset coverage ratio scored 28/100.
  • Review — Sustainability: Operating margin scored 58/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.