Civic Intelligence

The Trio Foundation

990PF • Fiscal year 2019 • EIN 83-0936849

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 26, 2020

Organization Profile
6304 W County Road 50Bellvue, CO 80512-5801

(970) 988-9582

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.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

$1,800,844

No earlier filing loaded for comparison.

Net Assets

$1,800,844

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin95th percentile

Revenue

$344,157

No earlier filing loaded for comparison.

Expenses

$78,483

No earlier filing loaded for comparison.

Net Income

$265,674

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.

$3.0M$2.0M$1.0M$0Assets 2019: $1,800,844Liabilities 2019: $0Net Assets 2019: $1,800,8442019Assets 2020: $2,618,747Liabilities 2020: $0Net Assets 2020: $2,618,7472020Assets 2021: $2,958,497Liabilities 2021: $1,065Net Assets 2021: $2,957,4322021Assets 2022: $2,360,945Liabilities 2022: $0Net Assets 2022: $2,360,9452022Assets 2023: $2,553,866Liabilities 2023: $46,000Net Assets 2023: $2,507,8662023Assets 2024: $2,576,918Liabilities 2024: $27,000Net Assets 2024: $2,549,9182024

Highlighted filing

2019

Assets$1,800,844
Liabilities$0
Net Assets$1,800,844
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2019: $344,157Expenses 2019: $78,483Net Income 2019: $265,6742019Revenue 2020: $827,323Expenses 2020: $75,302Net Income 2020: $752,0212020Revenue 2021: $473,917Expenses 2021: $110,394Net Income 2021: $363,5232021Revenue 2022: $68,312Expenses 2022: $148,066Net Income 2022: -$79,7542022Revenue 2023: -$152,747Expenses 2023: $136,182Net Income 2023: -$288,9292023Revenue 2024: $181,191Expenses 2024: $166,209Net Income 2024: $14,9822024

Highlighted filing

2019

Revenue$344,157
Expenses$78,483
Net Income$265,674
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 26, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH BASTATrustee-$0--
MELISSA BASTATrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Trio Foundation
EIN
83-0936849
Phone
9709889582
Address
6304 W COUNTY ROAD 50, BELLVUE, CO 80512-5801

Signing Officer

Name
Joseph Basta
Title
Trustee
Signed
2020-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Oneseven Advisors LLC
Address
148 REMINGTON ST STE 100, FORT COLLINS, CO 80524
Preparer
Mathew Maline
Phone
9704306944
Raw XML Appendix356 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2BUS ACTIVITY FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3NON-PROFIT OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4MENTAL HEALTH PROFESSIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SAFE TRANSPORTATION FOR STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HAITIAN EDUCATION AND LEADERSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CACHE LA POUDRE MIDDLE SCHOOL DISTR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2POUDRE HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PROJECT SELF-SUFFICIENCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BOYS AND GIRLS CLUBS OF LC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5PAZAPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt064 FULTON ST STE 1102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13515 WEST COUNTY ROAD 54G
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2201 S IMPALA DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32001 S SHIELDS ST D-203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44608 LANCER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53559 MT DIABLO BLVD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAPORTE
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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/AppliedToCurrentYearAmt053099
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01901
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt074043
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020944
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01901
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOSEPH MELISSA BASTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06304 W COUNTY RD 50
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BELLVUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd080512
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0211723
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0279513
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VANGUARD GROWTH ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-12-24
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt09483
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt09483
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncreasesSchedule/OtherIncreasesDetail/Amt034020
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FMV ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011235
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDIRECT OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011235
TaxesSchedule/TaxesDetail/Amt0255
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0255
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH BASTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TRIO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TRIO
ReturnHeader/Filer/EIN0830936849
ReturnHeader/Filer/PhoneNum09709889582
ReturnHeader/Filer/USAddress/AddressLine1Txt06304 W COUNTY ROAD 50
ReturnHeader/Filer/USAddress/CityNm0BELLVUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0805125801
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09E3C2A6A255B74B47B302F1A98F14BDEE0E43438
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId022F505E1F3EE4071543D1A0BBDD782C9DADE875A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-10-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:45:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462321192
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ONESEVEN ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0148 REMINGTON ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT COLLINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080524
ReturnHeader/PreparerPersonGrp/PhoneNum09704306944
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATHEW MALINE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-27T14:45:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,800,844
Liabilities
$0
Net assets
$1,800,844
Revenue
$344,157
Expenses
$78,483
Net income
$265,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.58$0.03$2.55$0.18$0.17$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.55$0.05$2.51$0.15$0.14$0.29
2022Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.07$0.15$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.47$0.11$0.36
2020Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.83$0.08$0.75
2019Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.34$0.08$0.27