Civic Intelligence

Trio Foundation

EIN 13-4057282 • New York, NY

CO Andersen 1177 6th Ave 18th FLNew York, NY 10018
Siviq Scores

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

Liabilities / Assets

78th percentile

0.00x

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

NTEE T • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.00x

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

NTEE T • $500k-$1M nonprofits • Source year 2024

Net Margin

15th percentile

-101%

Higher net margin than 15% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

NTEE T • $500k-$1M nonprofits • Source year 2024

Asset Growth

10th percentile

-18%

Faster asset growth than 10% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

636%

Faster revenue growth than 94% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$531,946

Down $118,239 (-18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$531,946

Down $118,239 (-18%) from 2023

Revenue

Up

$116,653

Up $100,800 (+636%) from 2023

Expenses

Up

$234,891

Up $2,749 (+1.2%) from 2023

Net Income

Up

-$118,238

Up $98,051 (+45%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,171,856Liabilities 2011: $02011Assets 2012: $1,099,811Liabilities 2012: $02012Assets 2013: $972,561Liabilities 2013: $02013Assets 2014: $1,115,219Liabilities 2014: $02014Assets 2015: $1,045,820Liabilities 2015: $02015Assets 2019: $935,433Liabilities 2019: $02019Assets 2020: $861,046Liabilities 2020: $02020Assets 2021: $819,049Liabilities 2021: $0Net Assets 2021: $819,0492021Assets 2022: $866,474Liabilities 2022: $0Net Assets 2022: $866,4742022Assets 2023: $650,185Liabilities 2023: $0Net Assets 2023: $650,1852023Assets 2024: $531,946Liabilities 2024: $0Net Assets 2024: $531,9462024

Highlighted filing

2024

Assets$531,946
Liabilities$0
Net Assets$531,946

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $20,997Expenses 2011: $152,091Net Income 2011: -$131,0942011Revenue 2012: $23,742Expenses 2012: $95,787Net Income 2012: -$72,0452012Revenue 2013: $22,777Expenses 2013: $150,027Net Income 2013: -$127,2502013Revenue 2014: $230,310Expenses 2014: $87,652Net Income 2014: $142,6582014Revenue 2015: $46,270Expenses 2015: $115,669Net Income 2015: -$69,3992015Revenue 2019: $35,406Expenses 2019: $97,028Net Income 2019: -$61,6222019Revenue 2020: $16,668Expenses 2020: $91,055Net Income 2020: -$74,3872020Revenue 2021: $13,782Expenses 2021: $55,779Net Income 2021: -$41,9972021Revenue 2022: $90,550Expenses 2022: $43,125Net Income 2022: $47,4252022Revenue 2023: $15,853Expenses 2023: $232,142Net Income 2023: -$216,2892023Revenue 2024: $116,653Expenses 2024: $234,891Net Income 2024: -$118,2382024

Highlighted filing

2024

Revenue$116,653
Expenses$234,891
Net Income-$118,238

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Sep 15, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ANN CASATITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trio Foundation
EIN
13-4057282
Phone
6462135100
Address
CO ANDERSEN 1177 6TH AVE 18TH FL, NEW YORK, NY 10018

Signing Officer

Name
Mary Ann Casati
Title
Trustee
Phone
6462135100
Signed
2025-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Andersen
Address
1177 AVENUE OF THE AMERICAS 18TH, FLOOR, NEW YORK, NY 10036
Preparer
Erik Gary
Phone
6462135100
Raw XML Appendix330 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WERNERSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SOUTHAMPTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6OXFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7OXFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8EVANSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019565
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4452770053
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd511969
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd645056
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd7450569972
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd860208
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0226000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt039506
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039506
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029757
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt035193
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt032
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt032
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0255840
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0190890
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029757
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt035193
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0230396
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0190890
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0255872
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt064982
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0NYS DEPT OF LAW FILING FEE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0100
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING DIFFERENCE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY ANN CASATI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06462135100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRIO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TRIO
ReturnHeader/Filer/EIN0134057282
ReturnHeader/Filer/PhoneNum06462135100
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO ANDERSEN 1177 6TH AVE 18TH FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010018
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01177 AVENUE OF THE AMERICAS 18TH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum06462135100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIK GARY
ReturnHeader/ReturnTs02025-10-15T09:28:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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