Triniteam INC FY2023 filing

Tax-deductible

Eau Claire, WI501(c)(3)Human ServicesEIN 39-1278008Revenue $439K in FY2023

On file with the IRStriniteam.org306 S Barstow St Ste 111, 54701-2622 · Eau Claire, WITax-exempt since May 1978Publicly supported charity — 170(b)(1)(A)(vi)

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To help people improve their quality of life and reach their full potential

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
$121K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $26K a year · 6% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$121K
to officers and key staff · 33% of spending
Concern: pay to officers and key staff is 33% of spending; over 30%.
Pt VII · Sec A
Cash reserves
42 mo
of spending, in cash
Looks good: 41.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$8K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$439K
+6% vs prior year
Spent
$367K
To programs
93%
Net assets
$2.7M
By yearFY2020–FY2024
Revenue
$439K
FY2023▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$429K
FY2021$447K
FY2022$414K
FY2023$439K
FY2024$442K
Expenses
$367K
FY2023▼ -10%
Tap a bar for its year
Expenses by fiscal year
FY2020$494K
FY2021$461K
FY2022$408K
FY2023$367K
FY2024$312K
Net assets
$2.7M
FY2023▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.6M
FY2021$2.7M
FY2022$2.6M
FY2023$2.7M
FY2024$2.9M

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1978.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $342K Management & general 7% · $26K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990; $121K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$121,175Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A

Robert Peitzman’s $121K as Executive Director is at the 93rd percentile of top reported officer pay among 2168 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Robert Peitzman$121,175$121,175$121,175$121,175$121,175

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowering individuals to enhance their lives and achieve their dreams.

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Provided by the organization

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3 programs · $321K · in their own filed words · FY2023
01

Transitional Living Programs for Department of Corrections Clients

$245Kprogram expense
02

Treatment Program

$51Kprogram expense
03

Expenses for Property to be used as Community Based Residential Facility

$25Kprogram expense

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$439K
Ln 12
Gifts and grantsLn 1h$406K
Investment incomeLn 3$33K
Money outPt IX
$367K
Ln 25
Programscol B$342K
Managementcol C$26K
Owns and owesPt X
$2.7M
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$2.7M
LiabilitiesLn 26$8K
PeoplePt VI, VII
4
listed · VII A
PaidVII A1
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$406K
Government grantsLn 1e$378K
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Investment incomeLn 3$33K
Gains on assetsLn 7$6K
Total revenueLn 12$439K
Assets in detailPt X, end of year
CashLn 1$36K
SavingsLn 2$1.2M
Cash and savings togetherLn 1–2$1.3M
InvestmentsLn 11–13$917K
Land, buildings, equipmentLn 10c$481K
Total assetsLn 16$2.7M
LiabilitiesLn 26$8K
Net assetsLn 32$2.7M
OperationsPt I, VI
EmployeesI 517
VolunteersI 630
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$1.2M$1.3M
InvestmentsLn 11–13$822K$917K
Land, buildings, equipmentLn 10c$481K$481K
Total assetsLn 16$2.6M$2.7M
LiabilitiesLn 26$9K$8K
Net assetsLn 32$2.6M$2.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$121K$109K$12K$0
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$76K$70K$6K$0
Pension plan contributionsLn 8$8K$7K$737$0
Other employee benefitsLn 9$0$0
Payroll taxesLn 10$15K$14K$1K$0
Management feesLn 11a$0$0$0$0
Legal feesLn 11b$0$0$0$0
Accounting feesLn 11c$7K$7K$0$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$3K$0$3K$0
Office expensesLn 13$186$167$19$0
Information technologyLn 14$10K$9K$748$0
OccupancyLn 16$69K$69K$0$0
Conferences, conventions and meetingsLn 19$2K$2K$343$0
Depreciation, depletion and amortizationLn 22$12K$12K$0$0
InsuranceLn 23$17K$16K$472$0
Other expenses (24a–d)Ln 24$26K$25K$291$0
Total functional expensesLn 25$367K$342K$26K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $442K$312K$130K$2.9M 990 PDF
FY2023 Viewing $439K$367K$72K$2.7M 990 PDF
FY2022 $414K$408K$7K$2.6M 990 PDF
FY2021 $447K$461K−$13K$2.7M 990 PDF
FY2020 $429K$494K−$65K$2.6M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $439,258 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $429,478$406,162
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year −$15,035$33,096
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $414,443$439,258
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $263,240$219,860
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $144,417$147,578
I-18 Total expensesPrior year $407,657$367,438
I-19 Revenue less expensesPrior year $6,786$71,820
Part VI · Governance 3 of 3 board members independent, no flags
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $439,258 across 12 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$27,850
VIII-1e Government grants$377,987
VIII-1f All other contributions, gifts and grants$325
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$406,162
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $27,322$27,322
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $5,774$5,774
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $33,096$439,258
Part IX · Statement of functional expenses $367,438 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $109,288 · Management $11,887 · Fundraising $0$121,175
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $69,644 · Management $6,219 · Fundraising $0$75,863
IX-8 Pension plan contributionsPrograms $7,012 · Management $737 · Fundraising $0$7,749
IX-9 Other employee benefitsFundraising $0$0
IX-10 Payroll taxesPrograms $13,688 · Management $1,385 · Fundraising $0$15,073
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11b Legal feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11c Accounting feesPrograms $7,421 · Management $0 · Fundraising $0$7,421
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $3,474 · Fundraising $0$3,474
IX-13 Office expensesPrograms $167 · Management $19 · Fundraising $0$186
IX-14 Information technologyPrograms $9,471 · Management $748 · Fundraising $0$10,219
IX-16 OccupancyPrograms $69,253 · Management $0 · Fundraising $0$69,253
IX-19 Conferences, conventions and meetingsPrograms $1,653 · Management $343 · Fundraising $0$1,996
IX-22 Depreciation, depletion and amortizationPrograms $12,453 · Management $0 · Fundraising $0$12,453
IX-23 InsurancePrograms $16,336 · Management $472 · Fundraising $0$16,808
IX-24 Other expenses (24a–d)Programs $25,477 · Management $291 · Fundraising $0$25,768
IX-25 Total functional expensesPrograms $341,863 · Management $25,575 · Fundraising $0$367,438
Part X · Balance sheet $2,748,073 assets, 13 lines filed
Asset lines not itemized here account for $16,230; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $75,900$35,959
X-2 Savings and temporary cash investmentsStart of year $1,149,233$1,246,388
X-4 Accounts receivableStart of year $45,302$52,093
X-10c Land, buildings and equipment, netStart of year $480,622$480,670
X-11 Publicly traded securitiesStart of year $822,205$916,733
X-16 Total assetsStart of year $2,588,774$2,748,073
X-17 Accounts payable and accrued expensesStart of year $9,045$7,807
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $9,045$7,807
X-27 Net assets without donor restrictionsStart of year $2,579,729$2,740,266
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $2,579,729$2,740,266
X-33 Total liabilities and net assetsStart of year $2,588,774$2,748,073
Part XI · Reconciliation of net assets $2,740,266 net assets at year end
XI-1 Total revenue$439,258
XI-2 Total expenses$367,438
XI-3 Revenue less expenses$71,820
XI-4 Net assets at start of year$2,579,729
XI-5 Net unrealized gains (losses) on investments$88,717
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,740,266

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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