Civic Intelligence

Trieu Foundation

990 • Fiscal year 2023 • EIN 82-3834866

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 12, 2024

Organization ProfileN/A
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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-2.0%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$492,885

Down $10,089 (-2.0%) from 2022

Net Assets

Down

$492,885

Down $10,089 (-2.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2022

Expenses

Up

$7,911

Up $7,051 (+820%) from 2022

Net Income

Down

-$7,911

Down $7,051 (-820%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

2023

Assets$492,885
Liabilities$0
Net Assets$492,885
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue$0
Expenses$7,911
Net Income-$7,911
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 12, 2024
Return Version
2023v5.1
Gross Receipts
$0
Mission and Program Overview

Mission

Support child-based entities and causes

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$502,974$492,885▼ $10,089
Cash and Non-Interest-Bearing Accounts$928--
Other Assets Total$502,046$492,885▼ $9,161
Total Assets$502,974$492,885▼ $10,089
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$502,974$492,885▼ $10,089
Total Liabilities and Net Assets / Fund Balance$502,974$492,885▼ $10,089

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$372,500--
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
NaN/a
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-7,911
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,911
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$0$7,911$0$7,911
Total Functional Expenses$0$7,911$0$7,911
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
2024-09-12
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.

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IRS990/GrantAmt00
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IRS990/GrossReceiptsAmt00
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0492885
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0502046
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IRS990/OtherExpensesGrp/Desc0OPERATING COSTS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07911
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/TotalAmt07911
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/Desc0K-1 <LOSS>
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LYNDA WU
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0860
IRS990/PYOtherRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-860
IRS990/PYTotalExpensesAmt0860
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-7911
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0502974
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0120385
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt10
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/Filer/PhoneNum08154620305
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ReturnHeader/PreparerPersonGrp/PhoneNum08154620305
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-12
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ReturnHeader/ReturnTs02024-09-12T06:56:19-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$492,885
Liabilities
$0
Net assets
$492,885
Revenue
$0
Expenses
$7,911
Net income
-$7,911
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.84$0.01$0.10$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.00$0.08$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.00$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$3.53$0.02$3.51