Civic Intelligence

Trel Foundation

990PF • Fiscal year 2021 • EIN 84-3445318

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 12, 2022

Organization Profile
15990 NW Red Shot LaneCarlton, OR 97111

(513) 819-3000

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

43rd percentile

0.06x

Higher debt load relative to revenue than 43% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

12th percentile

-19%

Higher net margin than 12% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

23rd percentile

-0.5%

Faster asset growth than 23% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

98%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$7,662,505

Down $34,817 (-0.5%) from 2020

Net Assets

Down

$7,647,005

Down $50,317 (-0.7%) from 2020

Liabilities

Up

$15,500

Up $15,500 from 2020

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin12th percentile

Revenue

Up

$269,769

Up $133,367 (+98%) from 2020

Expenses

Down

$320,086

Down $13,854 (-4.1%) from 2020

Net Income

Up

-$50,317

Up $147,221 (+75%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $7,904,202Liabilities 2019: $9,342Net Assets 2019: $7,894,8602019Assets 2020: $7,697,322Liabilities 2020: $0Net Assets 2020: $7,697,3222020Assets 2021: $7,662,505Liabilities 2021: $15,500Net Assets 2021: $7,647,0052021Assets 2022: $7,293,507Liabilities 2022: $606Net Assets 2022: $7,292,9012022Assets 2023: $7,077,058Liabilities 2023: $6,000Net Assets 2023: $7,071,0582023Assets 2024: $6,758,410Liabilities 2024: $0Net Assets 2024: $6,758,4102024

Highlighted filing

2021

Assets$7,662,505
Liabilities$15,500
Net Assets$7,647,005
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

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

$10M$5.0M$0-$5.0MRevenue 2019: $8,012,606Expenses 2019: $117,746Net Income 2019: $7,894,8602019Revenue 2020: $136,402Expenses 2020: $333,940Net Income 2020: -$197,5382020Revenue 2021: $269,769Expenses 2021: $320,086Net Income 2021: -$50,3172021Revenue 2022: $242,827Expenses 2022: $596,931Net Income 2022: -$354,1042022Revenue 2023: $218,091Expenses 2023: $439,934Net Income 2023: -$221,8432023Revenue 2024: $454,885Expenses 2024: $767,533Net Income 2024: -$312,6482024

Highlighted filing

2021

Revenue$269,769
Expenses$320,086
Net Income-$50,317
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 12, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK J FOTIPres, VP, Tr-$0--
SUE HALEYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Trel Foundation
EIN
84-3445318
Phone
5138193000
Address
15990 NW RED SHOT LANE, CARLTON, OR 97111

Signing Officer

Name
Frank J Foti
Title
Pres, VP, Treas
Phone
5038193000
Signed
2022-07-12
Discuss with paid preparer
Yes

Preparer

Firm
Rossi Schlotter & Co
Address
30575 BAINBRIDGE RD STE 280, SOLON, OH 44139
Preparer
Jackie Weller
Phone
4404428322
Raw XML Appendix364 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/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FRANK FOTI
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CARLTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05038093000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TO MAKE FINANCIAL CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS THAT FURTHER THE VALUES OF TRUTH, RESPONSIBILITY, EVOLUTION AND LOVE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0181574
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0AMAZON RAINFOREST PRESERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT LOCAL CARLTON COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SAVE FARMING IN THE NORTHEAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3INTL WOMEN LEADERS FOR THE WORLD FD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PACHAMAMA ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1A WALK IN THE PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GLYNWOOD CENTER FOR REG FOOD & FARM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3KING BAUDOUIN FOUNDATION US
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0PACHAMAMA ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1A WALK IN THE PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2GLYNWOOD CENTER FOR REG FOOD & FARM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt3KING BAUDOUIN FOUNDATION US
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 29191
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 99
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 157
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt310 ROCKEFELLER PLAZA 16FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0PO BOX 29191
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1PO BOX 99
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2PO BOX 157
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt310 ROCKEFFELLER PLAZA 16F
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CARLTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2COLD SPRING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210516
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310020
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt085000
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/AppliedToYear1Amt0181574
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0435514
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0181574
IRS990PF/UndistributedIncomeGrp/Taxable2Amt05694
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0435514
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0187268
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ADLER & COLVIN
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt011234
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt014043
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1RENT REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0200
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0200
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt14516
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0505
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1130116
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt226043
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt310750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PAYROLL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CFO FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2NORTHERN TRUST INV MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3MOSS ADAMS LLP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0126
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt177183
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026043
TaxesSchedule/TaxesDetail/Amt05756
TaxesSchedule/TaxesDetail/Amt12400
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2WA LICENSE SERVICE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05756
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12400
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK J FOTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES, VP, TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum05038193000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TREL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TREL
ReturnHeader/Filer/EIN0843445318
ReturnHeader/Filer/PhoneNum05138193000
ReturnHeader/Filer/USAddress/AddressLine1Txt015990 NW RED SHOT LANE
ReturnHeader/Filer/USAddress/CityNm0CARLTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097111
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341459743
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSSI SCHLOTTER & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030575 BAINBRIDGE RD STE 280
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOLON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044139
ReturnHeader/PreparerPersonGrp/PhoneNum04404428322
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACKIE WELLER
ReturnHeader/ReturnTs02022-07-12T08:11:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANK J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FOTI
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,662,505
Liabilities
$15,500
Net assets
$7,647,005
Revenue
$269,769
Expenses
$320,086
Net income
-$50,317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.45$0.77$0.31
2023Detailed filing. Detailed filing data is available for this year.$7.08$0.01$7.07$0.22$0.44$0.22
2022Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$0.24$0.60$0.35
2021Detailed filing. Detailed filing data is available for this year.$7.66$0.02$7.65$0.27$0.32$0.05
2020Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.14$0.33$0.20
2019Detailed filing. Detailed filing data is available for this year.$7.90$0.01$7.89$8.01$0.12$7.89