Civic Intelligence

Ernest and Joan Trefz Foundation

EIN 06-1485833 • Bridgeport, CT

10 Middle Street 17th FloorBridgeport, CT 06604
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Net Margin

72nd percentile

23%

Higher net margin than 72% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2025

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

85th percentile

81%

Faster revenue growth than 85% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,677,773

Up $1,020,334 (+13%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$8,677,773

Up $1,020,334 (+13%) from 2024

Operations
Liabilities / Revenue25th percentileNet Margin72nd percentile

Revenue

Up

$3,358,261

Up $1,504,114 (+81%) from 2024

Expenses

Up

$2,584,240

Up $111,313 (+4.5%) from 2024

Net Income

Up

$774,021

Up $1,392,801 (+225%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$20M$15M$10M$5.0M$0Assets 2012: $3,934,695Liabilities 2012: $0Net Assets 2012: $3,934,6952012Assets 2013: $4,933,276Liabilities 2013: $208,000Net Assets 2013: $4,725,2762013Assets 2014: $4,958,840Liabilities 2014: $202,500Net Assets 2014: $4,756,3402014Assets 2015: $11,035,511Liabilities 2015: $0Net Assets 2015: $11,035,5112015Assets 2016: $14,382,474Liabilities 2016: $0Net Assets 2016: $14,382,4742016Assets 2017: $15,977,692Liabilities 2017: $0Net Assets 2017: $15,977,6922017Assets 2018: $17,789,442Liabilities 2018: $0Net Assets 2018: $17,789,4422018Assets 2019: $17,125,046Liabilities 2019: $0Net Assets 2019: $17,125,0462019Assets 2020: $16,395,326Liabilities 2020: $0Net Assets 2020: $16,395,3262020Assets 2021: $15,706,792Liabilities 2021: $0Net Assets 2021: $15,706,7922021Assets 2022: $15,102,626Liabilities 2022: $0Net Assets 2022: $15,102,6262022Assets 2023: $8,181,819Liabilities 2023: $0Net Assets 2023: $8,181,8192023Assets 2024: $7,657,439Liabilities 2024: $0Net Assets 2024: $7,657,4392024Assets 2025: $8,677,773Liabilities 2025: $0Net Assets 2025: $8,677,7732025

Highlighted filing

2025

Assets$8,677,773
Liabilities$0
Net Assets$8,677,773
Open 2025 Filing

Operations Trend

Revenue Growth85th percentile

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

$10M$5.0M$0-$5.0MExpenses 2012: $466,9002012Revenue 2013: $1,366,698Expenses 2013: $571,875Net Income 2013: $794,8232013Revenue 2014: $636,407Expenses 2014: $600,325Net Income 2014: $36,0822014Revenue 2015: $6,973,182Expenses 2015: $682,727Net Income 2015: $6,290,4552015Revenue 2016: $3,911,043Expenses 2016: $881,299Net Income 2016: $3,029,7442016Revenue 2017: $2,564,610Expenses 2017: $1,141,903Net Income 2017: $1,422,7072017Revenue 2018: $2,905,533Expenses 2018: $1,382,666Net Income 2018: $1,522,8672018Revenue 2019: $1,039,665Expenses 2019: $1,893,898Net Income 2019: -$854,2332019Revenue 2020: $968,895Expenses 2020: $1,888,464Net Income 2020: -$919,5692020Revenue 2021: $1,229,417Expenses 2021: $2,094,370Net Income 2021: -$864,9532021Revenue 2022: $1,377,532Expenses 2022: $2,143,976Net Income 2022: -$766,4442022Revenue 2023: $1,181,994Expenses 2023: $2,405,115Net Income 2023: -$1,223,1212023Revenue 2024: $1,854,147Expenses 2024: $2,472,927Net Income 2024: -$618,7802024Revenue 2025: $3,358,261Expenses 2025: $2,584,240Net Income 2025: $774,0212025

Highlighted filing

2025

Revenue$3,358,261
Expenses$2,584,240
Net Income$774,021
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,677,773
Liabilities
$0
Net assets
$8,677,773
Revenue
$3,358,261
Expenses
$2,584,240
Net income
$774,021
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$3.36$2.58$0.77
2024Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$1.85$2.47$0.62
2023Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$1.18$2.41$1.22
2022Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$1.38$2.14$0.77
2021Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$1.23$2.09$0.86
2020Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$0.97$1.89$0.92
2019Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$1.04$1.89$0.85
2018Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$2.91$1.38$1.52
2017Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$2.56$1.14$1.42
2016Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$3.91$0.88$3.03
2015Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$6.97$0.68$6.29
2014Detailed filing. Detailed filing data is available for this year.$4.96$0.20$4.76$0.64$0.60$0.04
2013Detailed filing. Detailed filing data is available for this year.$4.93$0.21$4.73$1.37$0.57$0.79
2012Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Sep 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christian C TrefzTrustee-$0--
Paul D TrefzTrustee-$0--
Linda M TrefzTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ernest and Joan Trefz Foundation
EIN
06-1485833
Phone
2033673621
Address
10 Middle Street 17th Floor, Bridgeport, CT 06604

Signing Officer

Name
Paul D Trefz
Title
Managing Trustee
Phone
2033673621
Signed
2025-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Capossela Cohen LLC
Address
368 Center Street, Southport, CT 06890
Preparer
Nathaniel S Yordon CPA
Phone
2032547000
Raw XML AppendixShowing 400 of 1,140 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.

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