Civic Intelligence

The Trefethen Foundation

EIN 94-2739938 • Emeryville, CA

5901 Christie Avenue 102Emeryville, CA 94608
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

4th percentile

-1160%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

26th percentile

-26%

Faster asset growth than 26% 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 / Assets61st percentile

Assets

Down

$54,698

Down $19,573 (-26%) from 2023

Liabilities

Down

$0

Down $5,750 (-100%) from 2023

Net Assets

Down

$54,698

Down $13,823 (-20%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin4th percentile

Revenue

Up

$1,192

Up $2,331 (+205%) from 2023

Expenses

Down

$15,015

Down $968 (-6.1%) from 2023

Net Income

Up

-$13,823

Up $3,299 (+19%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$200K$150K$100K$50K$0Assets 2011: $167,304Liabilities 2011: $3802011Assets 2012: $161,550Liabilities 2012: $02012Assets 2013: $153,117Liabilities 2013: $02013Assets 2014: $142,834Liabilities 2014: $02014Assets 2015: $119,413Liabilities 2015: $7502015Assets 2019: $112,188Liabilities 2019: $02019Assets 2020: $90,065Liabilities 2020: $0Net Assets 2020: $90,0652020Assets 2021: $91,550Liabilities 2021: $76Net Assets 2021: $91,4742021Assets 2022: $85,643Liabilities 2022: $0Net Assets 2022: $85,6432022Assets 2023: $74,271Liabilities 2023: $5,750Net Assets 2023: $68,5212023Assets 2024: $54,698Liabilities 2024: $0Net Assets 2024: $54,6982024

Highlighted filing

2024

Assets$54,698
Liabilities$0
Net Assets$54,698
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KRevenue 2011: $5,110Expenses 2011: $2,648Net Income 2011: $2,4622011Revenue 2012: $1,208Expenses 2012: $6,582Net Income 2012: -$5,3742012Revenue 2013: $990Expenses 2013: $9,423Net Income 2013: -$8,4332013Revenue 2014: $1,716Expenses 2014: $11,999Net Income 2014: -$10,2832014Revenue 2015: $3,097Expenses 2015: $27,268Net Income 2015: -$24,1712015Revenue 2019: $4,436Expenses 2019: $5,198Net Income 2019: -$7622019Revenue 2020: -$11,016Expenses 2020: $11,107Net Income 2020: -$22,1232020Revenue 2021: $10,366Expenses 2021: $8,957Net Income 2021: $1,4092021Revenue 2022: $6,515Expenses 2022: $12,346Net Income 2022: -$5,8312022Revenue 2023: -$1,139Expenses 2023: $15,983Net Income 2023: -$17,1222023Revenue 2024: $1,192Expenses 2024: $15,015Net Income 2024: -$13,8232024

Highlighted filing

2024

Revenue$1,192
Expenses$15,015
Net Income-$13,823
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$54,698
Liabilities
$0
Net assets
$54,698
Revenue
$1,192
Expenses
$15,015
Net income
-$13,823
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.01$0.15$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.06$0.69$0.01$0.16$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.07$0.12$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.91$0.10$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.11$0.11$0.22
2019Summary only. Only limited summary data is available for this year.$1.12$0.00$0.04$0.05$0.01
2015Summary only. Only limited summary data is available for this year.$1.19$0.01$0.03$0.27$0.24
2014Summary only. Only limited summary data is available for this year.$1.43$0.00$0.02$0.12$0.10
2013Summary only. Only limited summary data is available for this year.$1.53$0.00$0.01$0.09$0.08
2012Summary only. Only limited summary data is available for this year.$1.62$0.00$0.01$0.07$0.05
2011Summary only. Only limited summary data is available for this year.$1.67$0.00$0.05$0.03$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN V TREFETHENPresident And CEO-$0--
CARLA T SAUNDERSVice President-$0--
JOHN J CRNCICHCFO And Secretary-$0--
LOREN E TREFETHENVice President-$0--
COLIN SAUNDERSPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Trefethen Foundation
EIN
94-2739938
Phone
5105959601
Address
5901 CHRISTIE AVENUE 102, EMERYVILLE, CA 94608

Signing Officer

Name
John J Crncich
Title
CFO and Secretary
Phone
5105959601
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
3558 ROUND BARN BOULEVARD SUITE 300, SANTA ROSA, CA 95403
Preparer
Michelle R Crosbie
Phone
7075270800
Raw XML Appendix334 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN V TREFETHEN
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN CRNCICH CO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05901 CHRISTIE AVENUE SUITE 102
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0EMERYVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094608
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05105959601
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT VINEYARD WORKERS THROUGH EDUCATION AND PROFESSIONAL DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT FEEDING OF INDIGENT AND FOOD DEPRIVED PERSONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NAPA VALLEY FARMWORKER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAN FRANCISCO-MARIN FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0831 LATOUR COURT SUITE A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1900 PENNSYLVANIA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NAPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094558
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194107
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03595
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03595
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03945
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01478
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014927
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03339
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06165
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03945
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01478
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06934
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03339
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014927
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011588
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04437
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DEFERRED LOSSES ON STOCK SALES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04187
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04187
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING AND OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BROKERAGE ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1270
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt064
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt264
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt064
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1270
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN J CRNCICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO AND SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05105959601
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TREFETHEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TREF
ReturnHeader/Filer/EIN0942739938
ReturnHeader/Filer/PhoneNum05105959601
ReturnHeader/Filer/USAddress/AddressLine1Txt05901 CHRISTIE AVENUE 102
ReturnHeader/Filer/USAddress/CityNm0EMERYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094608
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03558 ROUND BARN BOULEVARD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095403
ReturnHeader/PreparerPersonGrp/PhoneNum07075270800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE R CROSBIE
ReturnHeader/ReturnTs02025-11-17T14:11:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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