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Trilogy Health Services Foundation Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$2.52M (2023)

Expenses
$1.97M (2023)

Total Assets
$2.24M (2023)

Total Liabilities
$54.3k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,515,126
Expenses
$1,972,721
Net Income
$542,405
Net Assets
$2,182,382
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,460,401
97.8%
Program Services $0
Investment Income $27,702
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $15,683
0.6%
Net Fundraising $11,340
0.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,236,690
Total Liabilities $54,308
Net Assets $2,182,382
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Michael Kitchen (Chairman) $0 $0 $0
Paulie Shively (Director) $0 $0 $0
Kris Wilson (Director) $0 $0 $0
Kristin Wingfield (Vice Chairman) $0 $0 $0
Carrie Lively (Director) $0 $0 $0
Kara Schotter (Director) $0 $0 $0
Lauren Hitron (Director) $0 $0 $0
Mark Eriks (Director) $0 $0 $0
Elizabeth Clingaman (Foundation Manager) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,121,005
Expenses
$1,730,166
Net Income
$390,839
Net Assets
$1,639,977
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,059,565
97.1%
Program Services $0
Investment Income $26
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $14,880
0.7%
Net Fundraising -$41,588
Sales of Assets $88,122
4.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,773,535
Total Liabilities $133,558
Net Assets $1,639,977
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Michael Kitchen (Chairman) $0 $0 $0
Paulie Shively (Director) $0 $0 $0
Kris Wilson (Director) $0 $0 $0
Kristin Wingfield (Vice Chairman) $0 $0 $0
Carrie Lively (Director) $0 $0 $0
Kara Schotter (Director) $0 $0 $0
Lauren Hitron (Director) $0 $0 $0
Mark Eriks (Director) $0 $0 $0
Elizabeth Clingaman (Foundation Manager) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,928,388
Expenses
$2,959,615
Net Income
-$31,227
Net Assets
$1,249,138
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,063,569
> 100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $13,895
0.5%
Net Fundraising -$158,754
Sales of Assets $4,168
0.1%
Net Inventory Sales $0
Other Revenue $5,510
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,406,112
Total Liabilities $156,974
Net Assets $1,249,138
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Michael Kitchen (Chairman Of The Board) $0 $0 $0
Shari House (Vice Chairman) $0 $0 $0
Paulie Shively (Director) $0 $0 $0
Chad Keeling (Director) $0 $0 $0
Telly Sellars (Director) $0 $0 $0
Carrie Lively (Director) $0 $0 $0
Kristin Huffman (Director) $0 $0 $0
Todd Schmiedeler End 71221 (Non Voting Foundation Manager) $0 $0 $0
Shane Stuber 721 1221 (Non Voting Foundation Manager) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,149,128
Expenses
$2,616,945
Net Income
$532,183
Net Assets
$1,280,365
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,109,859
98.8%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $41,222
1.3%
Net Fundraising -$1,953
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,771,637
Total Liabilities $491,272
Net Assets $1,280,365
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Michael Kitchen (Chairman Of The Board) $0 $0 $0
Paul Plevyak (Vice Chairman) $0 $0 $0
Shari House (Director) $0 $0 $0
Paulie Shively (Director) $0 $0 $0
Chad Keeling (Director) $0 $0 $0
Telly Sellars (Director) $0 $0 $0
Joanne Petras (Director) $0 $0 $0
Todd Schmiedeler (Non Voting Foundation Manager) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,694,676
Expenses
$2,562,829
Net Income
$131,847
Net Assets
$561,655
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,696,729
> 100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $13,380
0.5%
Net Fundraising -$15,433
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $998,097
Total Liabilities $436,442
Net Assets $561,655
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Michael Kitchen (Chairman Of The Board) $0 $0 $0
Shari House (Director) $0 $0 $0
Paul Plevyak (Director) $0 $0 $0
Paulie Shively (Director) $0 $0 $0
John Claytor (Director) $0 $0 $0
Telly Sellars (Director) $0 $0 $0
Carrie Lively (Director) $0 $0 $0
Jon Cooper (Director) $0 $0 $0
Todd Schmiedeler (Non Voting Foundation Manager) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,539,045
Expenses
$2,246,394
Net Income
$292,651
Net Assets
$429,808
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,536,814
99.9%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $13,099
0.5%
Net Fundraising -$10,868
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $986,916
Total Liabilities $557,108
Net Assets $429,808

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,758,305
Expenses
$3,043,164
Net Income
-$284,859
Net Assets
$137,760
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,767,859
> 100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $12,797
0.5%
Net Fundraising -$22,351
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $627,666
Total Liabilities $489,906
Net Assets $137,760

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,536,302
Expenses
$1,917,569
Net Income
-$381,267
Net Assets
$422,616
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,522,725
99.1%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $13,577
0.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $844,152
Total Liabilities $421,536
Net Assets $422,616

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,238,508
Expenses
$1,833,978
Net Income
$404,530
Net Assets
$803,883
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,205,751
98.5%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $32,757
1.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $876,810
Total Liabilities $72,927
Net Assets $803,883

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$820,226
Expenses
$994,119
Net Income
-$173,893
Net Assets
$399,353
Notable Sources of Revenue Percent of Total Revenue
Contributions $820,226
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $447,598
Total Liabilities $48,245
Net Assets $399,353

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$898,082
Expenses
$744,071
Net Income
$154,011
Net Assets
$573,246
Notable Sources of Revenue Percent of Total Revenue
Contributions $898,082
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $585,666
Total Liabilities $12,420
Net Assets $573,246

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$781,554
Expenses
$784,385
Net Income
-$2,831
Net Assets
$419,235
Notable Sources of Revenue Percent of Total Revenue
Contributions $781,554
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $471,112
Total Liabilities $51,877
Net Assets $419,235

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$803,778
Expenses
$488,594
Net Income
$315,184
Net Assets
$422,066
Notable Sources of Revenue Percent of Total Revenue
Contributions $803,766
100.0%
Program Services $0
Investment Income $12
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $442,049
Total Liabilities $19,983
Net Assets $422,066

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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