Civic Intelligence

Trieu Foundation

990 • Fiscal year 2021 • EIN 82-3834866

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 30, 2022

1963 Pine StreetWinnetka, IL 60093

(815) 462-0305

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Assets

$511,157

No earlier filing loaded for comparison.

Net Assets

$511,157

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$352,885

No earlier filing loaded for comparison.

Expenses

$1,917

No earlier filing loaded for comparison.

Net Income

$350,968

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2021: $511,157Liabilities 2021: $0Net Assets 2021: $511,1572021Assets 2022: $502,974Liabilities 2022: $0Net Assets 2022: $502,9742022Assets 2023: $492,885Liabilities 2023: $0Net Assets 2023: $492,8852023Assets 2024: $484,811Liabilities 2024: $317Net Assets 2024: $484,4942024

Highlighted filing

2021

Assets$511,157
Liabilities$0
Net Assets$511,157

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2021: $352,885Expenses 2021: $1,917Net Income 2021: $350,9682021Revenue 2022: $0Expenses 2022: $860Net Income 2022: -$8602022Revenue 2023: $0Expenses 2023: $7,911Net Income 2023: -$7,9112023Revenue 2024: $1,315Expenses 2024: $9,706Net Income 2024: -$8,3912024

Highlighted filing

2021

Revenue$352,885
Expenses$1,917
Net Income$350,968
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 30, 2022
Return Version
2021v4.1
Gross Receipts
$352,885
Mission and Program Overview

Mission

Support child-based entities and causes

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$160,189$511,157▲ $350,968
Cash and Non-Interest-Bearing Accounts$1,689$1,358▼ $331
Total Assets$160,189$511,157▲ $350,968
Other Assets Total$158,500$509,799▲ $351,299
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$160,189$511,157▲ $350,968
Total Liabilities and Net Assets / Fund Balance$160,189$511,157▲ $350,968

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$372,500--
Compensation and Service Providers

Board Members and Trustees

NameTitle
NaN/a
Revenue and Support

Revenue Composition

Contributions and Grants
$372,500
Program Service Revenue
$0
Investment Income
$1,637
Other Revenue
$-21,252
All Other Contributions
$372,500
Change in Net Assets
$350,968
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,917
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,917--$1,917
Total Functional Expenses$1,917$0$0$1,917
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
No
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
Filing and Contact Details

Filer

Filer Name
Trieu Foundation
EIN
82-3834866
Phone
8154620305
Address
1963 PINE STREET, WINNETKA, IL 60093

Signing Officer

Name
Lynda Wu
Title
President
Phone
8154620305
Signed
2022-08-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynda Wu
Formed
2017
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
5

Preparer

Firm
John Boland Attorney
Address
2824 McKenna Dr, New Lenox, IL 60451
Preparer
John Boland
Phone
8154620305
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

The officers include a husband and wife.

Pt VI, Line 11B

DRAFT RETURN CIRCULATED

Raw XML Appendix246 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORT CHILD-BASED ENTITIES AND CAUSES
IRS990/AllOtherContributionsAmt0372500
IRS990/BooksInCareOfDetail/PersonNm0LYNDA WU
IRS990/BooksInCareOfDetail/PhoneNum08154620305
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01963 PINE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0WINNETKA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060093
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01689
IRS990/CashNonInterestBearingGrp/EOYAmt01358
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0372500
IRS990/CYGrantsAndSimilarPaidAmt01917
IRS990/CYInvestmentIncomeAmt01637
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt0-21252
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0350968
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01917
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0352885
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DONATION TO OTHER CHARITIES
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01917
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0NA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0N/A
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02017
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01917
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01917
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0352885
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01637
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT CHILD-BASED ENTITIES AND CAUSES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0160189
IRS990/NetAssetsOrFundBalancesEOYAmt0511157
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0158500
IRS990/OtherAssetsTotalGrp/EOYAmt0509799
IRS990/OtherOrganizationDsc0509
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/Desc0K-1 <LOSS>
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0-21252
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-21252
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0-21252
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LYNDA WU
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0350968
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0160189
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0511157
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0325000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0325000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt0325000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0325000
IRS990ScheduleA/Total509Grp/TotalAmt0325000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0325000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0137299
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1372500
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0565 BROOM NGJ LLC
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1COLLECTIBLES
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0509799
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICERS INCLUDE A HUSBAND AND WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DRAFT RETURN CIRCULATED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0160189
IRS990/TotalAssetsEOYAmt0511157
IRS990/TotalAssetsGrp/BOYAmt0160189
IRS990/TotalAssetsGrp/EOYAmt0511157
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0372500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01917
IRS990/TotalFunctionalExpensesGrp/TotalAmt01917
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0160189
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0511157
IRS990/TotalProgramServiceExpensesAmt01917
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-19615
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0352885
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0160189
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0511157
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01963 PINE STREET
IRS990/USAddress/CityNm0WINNETKA
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060093
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNDA WU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08154620305
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRIEU FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TRIE
ReturnHeader/Filer/EIN0823834866
ReturnHeader/Filer/PhoneNum08154620305
ReturnHeader/Filer/USAddress/AddressLine1Txt01963 PINE STREET
ReturnHeader/Filer/USAddress/CityNm0WINNETKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060093
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364244564
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John Boland Attorney
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02824 McKenna Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Lenox
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060451
ReturnHeader/PreparerPersonGrp/PhoneNum08154620305
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Boland
ReturnHeader/ReturnTs02022-08-31T06:20:05-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LYNDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WU
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings