Civic Intelligence

Valerian D Trifa Irrevocable Trust

990 • Fiscal year 2021 • EIN 38-6656560

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 13, 2021

Organization Profile

Refreshing map…

3115 Gulf Shore Blvd N Ste 510Naples, FL 34103

(440) 463-1277

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

43rd percentile

4.0%

Higher net margin than 43% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

39th percentile

-0.4%

Faster asset growth than 39% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

72nd percentile

41%

Faster revenue growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$339,852

Down $1,508 (-0.4%) from 2020

Net Assets

Down

$339,852

Down $1,508 (-0.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin43rd percentile

Revenue

Up

$13,614

Up $3,950 (+41%) from 2020

Expenses

Up

$13,069

Up $2,805 (+27%) from 2020

Net Income

Up

$545

Up $1,145 (+191%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$400K$300K$200K$100K$0Assets 2014: $366,551Liabilities 2014: $0Net Assets 2014: $366,5512014Assets 2016: $336,808Liabilities 2016: $0Net Assets 2016: $336,8082016Assets 2020: $341,360Liabilities 2020: $0Net Assets 2020: $341,3602020Assets 2021: $339,852Liabilities 2021: $0Net Assets 2021: $339,8522021Assets 2022: $300,139Liabilities 2022: $0Net Assets 2022: $300,1392022Assets 2023: $294,317Liabilities 2023: $0Net Assets 2023: $294,3172023Assets 2024: $300,071Liabilities 2024: $0Net Assets 2024: $300,0712024Assets 2025: $305,681Liabilities 2025: $0Net Assets 2025: $305,6812025

Highlighted filing

2021

Assets$339,852
Liabilities$0
Net Assets$339,852
Open 2021 Filing

Operations Trend

Revenue Growth72nd percentile

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2014: $8,932Expenses 2014: $7,706Net Income 2014: $1,2262014Revenue 2016: $12,253Expenses 2016: $12,743Net Income 2016: -$4902016Revenue 2020: $9,664Expenses 2020: $10,264Net Income 2020: -$6002020Revenue 2021: $13,614Expenses 2021: $13,069Net Income 2021: $5452021Revenue 2022: $11,277Expenses 2022: $10,656Net Income 2022: $6212022Revenue 2023: $15,236Expenses 2023: $14,455Net Income 2023: $7812023Revenue 2024: $14,096Expenses 2024: $13,182Net Income 2024: $9142024Revenue 2025: $15,011Expenses 2025: $13,483Net Income 2025: $1,5282025

Highlighted filing

2021

Revenue$13,614
Expenses$13,069
Net Income$545
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 13, 2021
Return Version
2020v4.0
Gross Receipts
$13,614
Mission and Program Overview

Mission

Educating romanian american community regarding their history and culture.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$341,360$339,852▼ $1,508
Investments in Publicly Traded Securities$333,213$331,160▼ $2,053
Cash and Non-Interest-Bearing Accounts$8,147$8,692▲ $545
Total Assets$341,360$339,852▼ $1,508
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$341,360$339,852▼ $1,508
Total Liabilities and Net Assets / Fund Balance$341,360$339,852▼ $1,508
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Constantine NanCo-trustee
Daniel MiclauCo-trustee
Rev Lawrence LazarCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$13,614
Other Revenue
$0
Change in Net Assets
$545
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$12,469
Other Expenses$600
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$12,469--$12,469
Fees for Services Accounting-$400-$400
Fees for Service Investment Mgmnt Fees-$100-$100
Other Expenses-$100-$100
Total Functional Expenses$12,469$600$0$13,069
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Romanian American Heritage CenterJackson, MIChurchRomanian Education$12,469
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The organization's form 990 is prepared by the outside cpa. Upon completion it is presented to the co-trustee who has a legal and financial management backround. After their mutual review, the return is available for the other co-trustees to review prior to filing.”

Form 990, Page 6, Part VI, Line 15A

“The organization maintains three co-trustees to manage the organization. These trustees do not receive compensation.”

Form 990, Page 6, Part VI, Line 19

“The books and records, tax returns and governing documents are made available upon request by the organization in its normal course of business by contacting the organization by formal request. Additionally all tax filings are available from the organization and on public not-for-profit internet websites and reporting services.”

Filing and Contact Details

Filer

Filer Name
Valerian D Trifa Irrevocable Trust
EIN
38-6656560
Phone
4404631277
Address
3115 GULF SHORE BLVD N STE 510, NAPLES, FL 34103

Signing Officer

Name
Daniel Miclau
Title
Co-trustee
Phone
4404631277
Signed
2021-12-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Miclau
Formed
1989
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
4

Preparer

Firm
BILLINGS & COMPANY CPA'S
Address
503 ABBE RD S, ELYRIA, OH 44035
Preparer
Frank P Krempasky CPA
Phone
4403659100
Raw XML Appendix280 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
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IRS990/BooksInCareOfDetail/PhoneNum04403617227
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt036350 DETROIT RD
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm1CONSTANTINE NAN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-TRUSTEE
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IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt012469
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt012469
IRS990/GrantsToDomesticOrgsGrp/TotalAmt012469
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt013614
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt013614
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013614
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0333213
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0331160
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0341360
IRS990/NetAssetsOrFundBalancesEOYAmt0339852
IRS990/NetUnrlzdGainsLossesInvstAmt0-2053
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0FILING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0100
IRS990/OtherExpensesGrp/TotalAmt0100
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DANIEL MICLAU
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt09640
IRS990/PYInvestmentIncomeAmt09664
IRS990/PYOtherExpensesAmt0624
IRS990/PYRevenuesLessExpensesAmt0-600
IRS990/PYTotalExpensesAmt010264
IRS990/PYTotalRevenueAmt09664
IRS990/ReconcilationRevenueExpnssAmt0545
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt013614
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ROMANIAN EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROMANIAN AMERICAN HERITAGE CENTER
IRS990ScheduleI/RecipientTable/RecipientEIN0382118671
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02540 GREY TOWER
IRS990ScheduleI/RecipientTable/USAddress/CityNm0JACKSON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd049201
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST WAS CREATED UPON THE DEATH OF THE GRANTOR AS AN ENTITY TO SPECIFICALLY SUPPORT THE BENEFICIARY AS NAMED IN THE GOVERNING DOCUMENT. NO OUTSIDE GRANTS ARE MADE FROM THE ORGANIZATION TO THIRD PARTY BENEFICIARIES.
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IRS990ScheduleI/Total501c3OrgCnt01
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S FORM 990 IS PREPARED BY THE OUTSIDE CPA. UPON COMPLETION IT IS PRESENTED TO THE CO-TRUSTEE WHO HAS A LEGAL AND FINANCIAL MANAGEMENT BACKROUND. AFTER THEIR MUTUAL REVIEW, THE RETURN IS AVAILABLE FOR THE OTHER CO-TRUSTEES TO REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAINTAINS THREE CO-TRUSTEES TO MANAGE THE ORGANIZATION. THESE TRUSTEES DO NOT RECEIVE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOOKS AND RECORDS, TAX RETURNS AND GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST BY THE ORGANIZATION IN ITS NORMAL COURSE OF BUSINESS BY CONTACTING THE ORGANIZATION BY FORMAL REQUEST. ADDITIONALLY ALL TAX FILINGS ARE AVAILABLE FROM THE ORGANIZATION AND ON PUBLIC NOT-FOR-PROFIT INTERNET WEBSITES AND REPORTING SERVICES.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/CityNm0NAPLES
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IRS990/USAddress/ZIPCd034103
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL MICLAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04404631277
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALERIAN D TRIFA IRREVOCABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0VALE
ReturnHeader/Filer/EIN0386656560
ReturnHeader/Filer/PhoneNum04404631277
ReturnHeader/Filer/USAddress/AddressLine1Txt03115 GULF SHORE BLVD N STE 510
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341818972
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BILLINGS & COMPANY CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0503 ABBE RD S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELYRIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044035
ReturnHeader/PreparerPersonGrp/PhoneNum04403659100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK P KREMPASKY CPA
ReturnHeader/ReturnTs02021-12-13T12:47:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MICLAU
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$339,852
Liabilities
$0
Net assets
$339,852
Revenue
$13,614
Expenses
$13,069
Net income
$545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.15$0.13$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.00$3.00$0.14$0.13$0.01
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.00$2.94$0.15$0.14$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.00$3.00$0.11$0.11$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.14$0.13$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.00$3.41$0.10$0.10$0.01
2016Summary only. Only limited summary data is available for this year.$3.37$0.00$3.37$0.12$0.13$0.00
2014Summary only. Only limited summary data is available for this year.$3.67$0.00$3.67$0.09$0.08$0.01