Civic Intelligence

The Trealoff Family Foundation

EIN 68-0623016 • Riverside, CA

5225 Canyon Crest Drive 71-648Riverside, CA 92507
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

56th percentile

0.0%

Faster asset growth than 56% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Flat

$54,526

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Flat

$54,526

Flat from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2023

Expenses

Down

$0

Down $7,500 (-100%) from 2023

Net Income

Up

$0

Up $7,500 (+100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$150K$100K$50K$0Assets 2011: $2,580Liabilities 2011: $02011Assets 2012: $960Liabilities 2012: $02012Assets 2013: $101,100Liabilities 2013: $02013Assets 2014: $97,395Liabilities 2014: $02014Assets 2015: $93,628Liabilities 2015: $02015Assets 2019: $80,038Liabilities 2019: $0Net Assets 2019: $80,0382019Assets 2020: $72,981Liabilities 2020: $0Net Assets 2020: $72,9812020Assets 2021: $67,971Liabilities 2021: $0Net Assets 2021: $67,9712021Assets 2022: $62,026Liabilities 2022: $0Net Assets 2022: $62,0262022Assets 2023: $54,526Liabilities 2023: $0Net Assets 2023: $54,5262023Assets 2024: $54,526Liabilities 2024: $0Net Assets 2024: $54,5262024

Highlighted filing

2024

Assets$54,526
Liabilities$0
Net Assets$54,526
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2011: $80Expenses 2011: $1,945Net Income 2011: -$1,8652011Revenue 2012: $0Expenses 2012: $1,620Net Income 2012: -$1,6202012Revenue 2013: $100,250Expenses 2013: $110Net Income 2013: $100,1402013Revenue 2014: $0Expenses 2014: $2,710Net Income 2014: -$2,7102014Revenue 2015: $0Expenses 2015: $3,767Net Income 2015: -$3,7672015Revenue 2019: $0Expenses 2019: $5,010Net Income 2019: -$5,0102019Revenue 2020: $0Expenses 2020: $7,057Net Income 2020: -$7,0572020Revenue 2021: $0Expenses 2021: $5,010Net Income 2021: -$5,0102021Revenue 2022: $0Expenses 2022: $5,945Net Income 2022: -$5,9452022Revenue 2023: $0Expenses 2023: $7,500Net Income 2023: -$7,5002023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2024

Revenue$0
Expenses$0
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,526
Liabilities
$0
Net assets
$54,526
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.00$0.08$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.00$0.06$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.00$0.05$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.00$0.07$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.00$0.05$0.05
2015Summary only. Only limited summary data is available for this year.$0.94$0.00$0.00$0.04$0.04
2014Summary only. Only limited summary data is available for this year.$0.97$0.00$0.00$0.03$0.03
2013Summary only. Only limited summary data is available for this year.$1.01$0.00$1.00$0.00$1.00
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.02$0.02
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.00$0.02$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2023 to Jan 31, 2024
Signed
Jun 17, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNE TREALOFFPresident/Direc-$0--
BARBARA FISCHERSec/CFO-$0--
Filing and Contact Details

Filer

Filer Name
The Trealoff Family Foundation
EIN
68-0623016
Phone
9516846868
Address
5225 CANYON CREST DRIVE 71-648, RIVERSIDE, CA 92507

Signing Officer

Name
Joanne Trealoff
Title
President
Signed
2024-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Fischer & Ritchey LLP
Address
950 BOARDWALK STE 201, SAN MARCOS, CA 92078
Preparer
Barbara Fischer
Phone
7604711100
Raw XML Appendix168 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
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt054526
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt054526
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt054526
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt054526
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt054526
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt054526
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt054526
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt054526
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt054526
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt054526
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt054526
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt054526
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt054526
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt054526
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt054526
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt054526
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOANNE TREALOFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BARBARA FISCHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President/Direc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec/CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05225 CANYON CREST DRIVE 71-648
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15225 CANYON CREST DRIVE 71-648
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0RIVERSIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1RIVERSIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092507
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192057
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05225 CANYON CREST DRIVE 71-648
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RIVERSIDE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092057
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Joanne Trealoff
IRS990PF/StatementsRegardingActyGrp/PhoneNum09516846868
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.guidestar.org
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOANNE TREALOFF
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1BARBARA FISCHER
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05476
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02857
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01406
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02101
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011840
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05476
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02857
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01406
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02101
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011840
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011840
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANNE TREALOFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TREALOFF FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TREA
ReturnHeader/Filer/EIN0680623016
ReturnHeader/Filer/PhoneNum09516846868
ReturnHeader/Filer/USAddress/AddressLine1Txt05225 CANYON CREST DRIVE 71-648
ReturnHeader/Filer/USAddress/CityNm0RIVERSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092507
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fischer & Ritchey LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0950 BOARDWALK STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MARCOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092078
ReturnHeader/PreparerPersonGrp/PhoneNum07604711100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Fischer
ReturnHeader/ReturnTs02024-06-17T09:55:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TREALOFF
ReturnHeader/TaxPeriodBeginDt02023-02-01
ReturnHeader/TaxPeriodEndDt02024-01-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.