Civic Intelligence

Trio Foundation

990PF • Fiscal year 2020 • EIN 26-1115900

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 27, 2021

Organization Profile
800 North Michigan Avenue No 4701Chicago, IL 60611

(312) 917-7795

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

4th percentile

-196%

Higher net margin than 4% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

$3,405,387

No earlier filing loaded for comparison.

Net Assets

$3,405,387

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin4th percentile

Revenue

$113,357

No earlier filing loaded for comparison.

Expenses

$335,552

No earlier filing loaded for comparison.

Net Income

-$222,195

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2020: $3,405,387Liabilities 2020: $0Net Assets 2020: $3,405,3872020Assets 2021: $4,285,222Liabilities 2021: $0Net Assets 2021: $4,285,2222021Assets 2022: $4,168,997Liabilities 2022: $0Net Assets 2022: $4,168,9972022Assets 2023: $4,124,986Liabilities 2023: $0Net Assets 2023: $4,124,9862023Assets 2024: $4,272,364Liabilities 2024: $0Net Assets 2024: $4,272,3642024

Highlighted filing

2020

Assets$3,405,387
Liabilities$0
Net Assets$3,405,387
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2020: $113,357Expenses 2020: $335,552Net Income 2020: -$222,1952020Revenue 2021: $1,098,066Expenses 2021: $218,231Net Income 2021: $879,8352021Revenue 2022: $115,671Expenses 2022: $231,896Net Income 2022: -$116,2252022Revenue 2023: $78,794Expenses 2023: $122,805Net Income 2023: -$44,0112023Revenue 2024: $198,129Expenses 2024: $50,751Net Income 2024: $147,3782024

Highlighted filing

2020

Revenue$113,357
Expenses$335,552
Net Income-$222,195
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 27, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN L AMBOIANPresident & Director-$0--
JOHN P AMBOIAN JRVice-President, Treasurer-$0--
MICHAEL S LEESecretary & Director-$0--
ANDREW L AMBOIANDirector-$0--
ALEXANDER AMBOIANDirector-$0--
MADISON AMBOIANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Trio Foundation
EIN
26-1115900
Phone
3129177795
Address
800 NORTH MICHIGAN AVENUE NO 4701, CHICAGO, IL 60611

Signing Officer

Name
Ann L Amboian
Title
President
Phone
3129177795
Signed
2021-08-27
Discuss with paid preparer
Yes

Preparer

Firm
Burke Warren Mackay & Serritella Pc
Address
330 N WABASH AVE 22ND FLOOR, CHICAGO, IL 60611-3607
Preparer
Gregory M Winters
Phone
3128407000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13016783
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13133811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13274849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1331102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt134163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt135291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13633006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm013.0000 AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114.0000 AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29.0000 AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm317.0000 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4128.0000 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm557.0000 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm664.0000 AMERICAN TOWER REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm753.0000 AMERICAN TOWER REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm819,0000 AMERICAN TOWER REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm983.0000 ALIBABA GROUP HOLDING LT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1015.0000 ALPHABET INC SHS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1112.0000 ALPHABET INC SHS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1226.0000 ALPHABET INC SHS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13444.0000 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14124.0000 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15216.0000 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1664.0000 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm172.0000 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1822.0000 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19141.0000 BAXTER INTERNTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm207.0000 BAXTER INTERNTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2121.0000 BAXTER INTERNTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22201.0000 CAPITAL ONE FINL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2390.0000 COSTCO WHOLESALE CRP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2426.0000 COSTCO WHOLESALE CRP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm252.0000 COSTCO WHOLESALE CRP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2611,0000 CONSTELLATION BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm271.0000 CONSTELLATION BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2811.0000 CONSTELLATION BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2958.0000 CONSTELLATION BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3026.0000 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3165.0000 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3230.0000 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3337.0000 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3439.0000 CISCO SYSTEMS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35737.0000 COCA COLA COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3634.0000 DANAHER CORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3771.0000 DANAHER CORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3814.0000 DANAHER CORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3934.0000 DANAHER CORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4029.0000 DISNEY (WALT) CO COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4187.0000 DISNEY (WALT) CO COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4287.0000 DISNEY (WALT) CO COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4340.0000 DISNEY (WALT) CO COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4421.0000 DISNEY (WALT) CO COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45105.0000 FIDELITY NATL INFO SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4618.0000 HONEYWELL INTL INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4730.0000 HONEYWELL INTL INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4829.0000 HONEYWELL INTL INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4910.0000 HONEYWELL INTL INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm504.0000 HONEYWELL INTL INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51164.0000 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52754.0000 KEURIG DR PEPPER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5350.0000 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5424.0000 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm555.0000 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5610.0000 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5789.0000 LULULEMON ATHLETICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58154.0000 MCDONALDS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59121.0000 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6032.0000 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61123.0000 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6263.0000 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6334.0000 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64206.0000 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65624.0000 NEXTERA ENERGY INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66155.0000 ROSS STORES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67188.0000 SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6849.0000 SVB FINL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69289.0000 SPLUNK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7012.0000 ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7117.0000 ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72110.0000 SYSCO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73207.0850 TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7423.3100 TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7524.6050 TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76383.0000 TWILIO INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77120.0000 THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7861.0000 VISA INC CL A SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7948.0000 VISA INC CL A SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8051.0000 VISA INC CL A SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81139.0000 ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82224.0000 WORKDAY INC CL A"
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83217.0000 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8424.0000 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8574.0000 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8698.0000 AIR PRODUCTS&CHEM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87480.0000 ALLIANT ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88115.0000 AMGEN INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89142.0000 AUTOMATIC DATA PROC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9080.0000 BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91401.0000 BANK OF NOVA SCOTIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92217.0000 CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93200.0000 CORESITE REALTY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9451.0000 CROWN CASTLE REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9576.0000 CROWN CASTLE REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9637.0000 CROWN CASTLE REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9779.0000 CROWN CASTLE REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98373.0000 CISCO SYSTEMS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99336.0000 CISCO SYSTEMS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10030.0000 DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101117.0000 DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102229.0000 DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103251.0000 DIGITAL RLTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104590.0000 ENBRIDGE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105201.0000 EPR PPTYS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10695.0000 EPR PPTYS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107115.0000 EPR PPTYS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108163.0000 INTL BUSINESS MACHINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109210.0000 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1101,352.0000 KINDER MORGAN INC. DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111172.0000 KINDER MORGAN INC. DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112190.0000 KIMBERLY CLARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11344.0000 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11455.0000 LOCKHEED MARTIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115150.0000 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116468.0000 NEXTERA ENERGY INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117561.0000 NEW RESIDENTIAL INVT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118907.0000 NEW RESIDENTIAL INVT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119284.0000 PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120190.0000 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121478.0000 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12270.0000 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123125.0000 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124459.0000 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125126.0000 SIMON PROPERTY GROUP DEL

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,405,387
Liabilities
$0
Net assets
$3,405,387
Revenue
$113,357
Expenses
$335,552
Net income
-$222,195
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.20$0.05$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.08$0.12$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.17$0.00$4.17$0.12$0.23$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$1.10$0.22$0.88
2020Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.11$0.34$0.22