VALERIAN D TRIFA IRREVOCABLE TRUST

EIN: 386656560 501(c)(3) Philanthropy & Grantmaking

NAPLES, FL

Total Revenue
$14,096
Total Expenses
$13,182
Total Assets
$300,071
Net Assets
$300,071
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1989
Legal Domicile
OH
Principal Officer
DANIEL MICLAU
Phone
4404631277
Tax Period
2023-07-01 to 2024-06-30

VALERIAN D TRIFA IRREVOCABLE TRUST, founded in 1989, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $14K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $13K left a modest 6% surplus.

Mission

EDUCATING ROMANIAN AMERICAN COMMUNITY REGARDING THEIR HISTORY AND CULTURE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $14,096
Other Revenue $0
TOTAL REVENUE $14,096

Expense Breakdown

Grants Paid $12,481
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $12,481
Other Expenses $701
TOTAL EXPENSES $13,182

Year-over-Year Comparison

2023 2022 Change
Revenue $14,096 $15,236 -0.1%
Expenses $13,182 $14,455 -0.1%
Net Income $914 $781 +0.2%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
4

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANIEL MICLAU CO-TRUSTEE 1.00
Officer Director
$0 $0 $0
CONSTANTINE NAN CO-TRUSTEE 1.00
Director
$0 $0 $0
REV LAWRENCE LAZAR CO-TRUSTEE 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $14,096 $13,182 $300,071 $914
2023 $15,236 $14,455 $294,317 $781
2022 $11,277 $10,656 $300,139 $621
2021 $13,614 $13,069 $339,852 $545
2020 $9,664 $10,264 $341,360 $-600
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