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Trilogy Embers Of Marshalltown Ia 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: Housing, Shelter / Senior Citizens' Housing/Retirement Communities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.37M (2023)

Expenses
$2.17M (2023)

Total Assets
$2.98M (2023)

Total Liabilities
$3.11M (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
$2,369,259
Expenses
$2,171,800
Net Income
$197,459
Net Assets
-$129,199
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,352,648
99.3%
Investment Income $10,774
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,837
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $545,599
25.1%
Assets/Debt
Total Assets $2,980,013
Total Liabilities $3,109,212
Net Assets -$129,199
Compensation
Key Employees and Officers Compensation Related Other
Donna Lee (Chairman) $0 $0 $0
Joe Dahir (Director) $0 $0 $0
Kathy Cain (Director) $0 $0 $0
Bradley L Lee (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,229,350
Expenses
$2,090,779
Net Income
$138,571
Net Assets
-$326,658
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,203,994
98.9%
Investment Income $1,424
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $23,932
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $545,876
26.1%
Assets/Debt
Total Assets $2,988,613
Total Liabilities $3,315,271
Net Assets -$326,658
Compensation
Key Employees and Officers Compensation Related Other
Donna Lee (Chairman) $0 $0 $0
Joe Dahir (Director) $0 $0 $0
Kathy Cain (Director) $0 $0 $0
Bradley L Lee (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,018,150
Expenses
$2,095,179
Net Income
-$77,029
Net Assets
-$465,229
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,009,534
99.6%
Investment Income $1,038
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,430
0.2%
Net Inventory Sales $0
Other Revenue $4,148
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $505,161
24.1%
Assets/Debt
Total Assets $3,076,151
Total Liabilities $3,541,380
Net Assets -$465,229
Compensation
Key Employees and Officers Compensation Related Other
Donna Lee (Chairman) $0 $0 $0
Joe Dahir (Director) $0 $0 $0
Kathy Cain (Director) $0 $0 $0
Bradley L Lee (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,045,971
Expenses
$1,973,570
Net Income
$72,401
Net Assets
-$388,200
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,039,953
99.7%
Investment Income $1,615
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,403
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $476,801
24.2%
Assets/Debt
Total Assets $3,506,648
Total Liabilities $3,894,848
Net Assets -$388,200
Compensation
Key Employees and Officers Compensation Related Other
Donna Lee (Chairman) $0 $0 $0
Joe Dahir (Director) $0 $0 $0
Kathy Cain (Director) $0 $0 $0
Bradley L Lee (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,980,233
Expenses
$1,993,402
Net Income
-$13,169
Net Assets
-$460,601
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,973,530
99.7%
Investment Income $2,248
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,455
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $555,834
27.9%
Assets/Debt
Total Assets $3,467,903
Total Liabilities $3,928,504
Net Assets -$460,601
Compensation
Key Employees and Officers Compensation Related Other
Donna Lee (Chairman) $0 $0 $0
Joe Dahir (Director) $0 $0 $0
Kathy Cain (Director) $0 $0 $0
Bradley L Lee (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,885,178
Expenses
$1,870,797
Net Income
$14,381
Net Assets
-$447,432
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,872,758
99.3%
Investment Income $2,330
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,090
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $494,809
26.4%
Assets/Debt
Total Assets $5,086,212
Total Liabilities $5,533,644
Net Assets -$447,432
Compensation
Key Employees and Officers Compensation Related Other
Donna Lee (Chairman) $0 $0 $0
Joe Dahir (Director) $0 $0 $0
Kathy Cain (Director) $0 $0 $0
Bradley L Lee (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,031,827
Expenses
$1,905,351
Net Income
$126,476
Net Assets
-$461,813
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,018,475
99.3%
Investment Income $1,685
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11,667
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $499,005
26.2%
Assets/Debt
Total Assets $3,818,121
Total Liabilities $4,279,934
Net Assets -$461,813
Compensation
Key Employees and Officers Compensation Related Other
Donna Lee (Chairman) $0 $0 $0
Joe Dahir (Director) $0 $0 $0
Kathy Cain (Director) $0 $0 $0
Bradley L Lee (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,984,083
Expenses
$1,895,818
Net Income
$88,265
Net Assets
-$588,289
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,968,842
99.2%
Investment Income $1,785
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,456
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $493,002
26.0%
Assets/Debt
Total Assets $3,902,035
Total Liabilities $4,490,324
Net Assets -$588,289
Compensation
Key Employees and Officers Compensation Related Other
Donna Lee (Chairman) $0 $0 $0
Joe Dahir (Director) $0 $0 $0
Kathy Cain (Director) $0 $0 $0
Bradley L Lee (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,034,382
Expenses
$1,816,654
Net Income
$217,728
Net Assets
-$676,554
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,015,117
99.1%
Investment Income $1,929
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $17,336
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $450,200
24.8%
Assets/Debt
Total Assets $3,973,064
Total Liabilities $4,649,618
Net Assets -$676,554
Compensation
Key Employees and Officers Compensation Related Other
Donna Lee (Chairman) $0 $0 $0
Joe Dahir (Director) $0 $0 $0
Kathy Cain (Director) $0 $0 $0
Bradley L Lee (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,979,919
Expenses
$1,812,679
Net Income
$167,240
Net Assets
-$894,282
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,973,568
99.7%
Investment Income $1,682
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,669
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $434,767
24.0%
Assets/Debt
Total Assets $3,925,950
Total Liabilities $4,820,232
Net Assets -$894,282
Compensation
Key Employees and Officers Compensation Related Other
Donna Lee (Chairman) $0 $0 $0
Joe Dahir (Director) $0 $0 $0
Kathy Cain (Director) $0 $0 $0
Bradley L Lee (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,872,313
Expenses
$1,895,625
Net Income
-$23,312
Net Assets
-$1,061,522
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,866,284
99.7%
Investment Income $512
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,517
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $403,709
21.3%
Assets/Debt
Total Assets $3,897,171
Total Liabilities $4,958,693
Net Assets -$1,061,522
Compensation
Key Employees and Officers Compensation Related Other
Donna Lee (Chairman) $0 $0 $0
Joe Dahir (Director) $0 $0 $0
Kathy Cain (Director) $0 $0 $0
Bradley L Lee (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,837,935
Expenses
$1,838,454
Net Income
-$519
Net Assets
-$1,038,210
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,830,827
99.6%
Investment Income $923
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,185
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $403,976
22.0%
Assets/Debt
Total Assets $5,220,683
Total Liabilities $6,258,893
Net Assets -$1,038,210

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,767,278
Expenses
$1,797,198
Net Income
-$29,920
Net Assets
-$1,037,691
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,756,069
99.4%
Investment Income $2,005
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,204
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $380,023
21.1%
Assets/Debt
Total Assets $5,320,322
Total Liabilities $6,358,013
Net Assets -$1,037,691

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

Fiscal Year Ending Dec.
2007

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.
2006

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.
2005

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.
2004

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.
2003

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.
2002

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.
2000

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.

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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

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