Trilogy INC

Tax-deductible

Chicago, IL501(c)(3)Since 1971EIN 36-2795409Revenue $66.1M in FY2025

On file with the IRStrilogyinc.org1400 W Greenleaf Ave, 60626-2805 · Chicago, ILTax-exempt since Mar 1972Publicly supported — 509(a)(2)

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Trilogy's mission is to support people in their recovery from mental illness by helping them discover and reclaim their capabilities, life direction and well-being

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
Run by 25 volunteers and 680 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $3.1M a year · 7% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.9M
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$7.9M
25% of total assets
Looks good: liabilities are 25% of assets; 50% or less.
Pt X · Ln 26
Independent board members
21
of 21 voting members
Looks good: 21 of 21 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$66.1M
+18% vs prior year
Spent
$61.7M
To programs
90%
Net assets
$24.1M
By yearFY2020–FY2025
Revenue
$66.1M
FY2025▲ +18%
Tap a bar for its year
Revenue by fiscal year
FY2020$26.7M
FY2021$37.9M
FY2022$38.9M
FY2023$50.8M
FY2024$56.1M
FY2025$66.1M
Expenses
$61.7M
FY2025▲ +19%
Tap a bar for its year
Expenses by fiscal year
FY2020$25.7M
FY2021$32.8M
FY2022$39.6M
FY2023$46.0M
FY2024$51.6M
FY2025$61.7M
Net assets
$24.1M
FY2025▲ +22%
Tap a bar for its year
Net assets by fiscal year
FY2020$6.0M
FY2021$11.0M
FY2022$10.3M
FY2023$15.0M
FY2024$19.7M
FY2025$24.1M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1972.

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

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $55.7M Management & general 8% · $4.9M Fundraising 2% · $1.1M

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

31 people listed on the 990; $1.9M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$253,721Pt VII · Sec A
Psychiatrist
$253,628Pt VII · Sec A
Psychiatrist
$235,934Pt VII · Sec A
Chief Medical Officer
$189,754Pt VII · Sec A
$188,527Pt VII · Sec A
Chief Clinical Officer
$161,054Pt VII · Sec A
Chief Human Resources
$160,672Pt VII · Sec A
Psychiatric Medical Direct
$157,747Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Julia Wright Term 6223——$278,034———
Susan Doig$253,721$228,182$196,199$127,631$114,819$117,423
Caroline Holmes$253,628$226,400————
Liza Lichtenfeld$235,934$235,500————
Samantha Handley———$214,927$204,976$187,142
Laurie Carrier$189,754—————
Matthew White$188,527—————
Amanda Rankin—$178,037$162,443$129,744$109,845—

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

Helps people recover from serious mental illness.

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Provided by the organization

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3 programs · $47.2M · in their own filed words · FY2024
01

Trilogy's outreach services including assertive community treatment (act) and community support team (CST) employ an "evidence based and "best practices" team approach to mental health treatment and are designed to provide full community engagement, crises assessment and intervention, and outreach services throughout the city of chicago…

$27.5Mprogram expense
02

Trilogy provides a wide array of outpatient services including: integrated dual disorder treatment - a program which serves people with co-occurring disorders by combining substance use services with mental health services; trilogy's nationally recognized supported employment program - trilogy is a learning partner in the johnson &…

$12.8Mprogram expense
03

Stable housing is a fundamental component of recovery. Trilogy's residential programs provide comprehensive housing options, from community-based supported housing to 24-HOUR residential support.

$6.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$10K
Grants paid · 1 grant · $670K · 2019–2019
Unitemized GrantFY2019$670,181

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$66.1M
Ln 12
Fees for servicesLn 2g$40.5M
Gifts and grantsLn 1h$25.5M
Investment incomeLn 3$167K
Money outPt IX
$61.7M
Ln 25
Programscol B$55.7M
Managementcol C$4.9M
Fundraisingcol D$1.1M
Owns and owesPt X
$24.1M
net assets · Ln 32
Cash and savingsLn 1–2$11.7M
Total assetsLn 16$32.0M
LiabilitiesLn 26$7.9M
PeoplePt VI, VII
31
listed · VII A
PaidVII A10
Voting boardVI 1a21
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$25.5M
Government grantsLn 1e$21.9M
Noncash giftsLn 1g$230K
Fundraising eventsLn 1c$225K
Fees for servicesLn 2g$40.5M
Investment incomeLn 3$167K
Total revenueLn 12$66.1M
Assets in detailPt X, end of year
CashLn 1$5.7M
SavingsLn 2$6.1M
Cash and savings togetherLn 1–2$11.7M
InvestmentsLn 11–13$218K
Land, buildings, equipmentLn 10c$5.9M
Other assetsLn 15$1.4M
Total assetsLn 16$32.0M
LiabilitiesLn 26$7.9M
Net assetsLn 32$24.1M
OperationsPt I, VI
EmployeesI 5680
VolunteersI 625
Fiscal year endsHeaderJune
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 FY25End FY25
Cash and savingsLn 1–2$11.7M$11.7M
InvestmentsLn 11–13$218K$218K
Land, buildings, equipmentLn 10c$3.9M$5.9M
Total assetsLn 16$26.1M$32.0M
LiabilitiesLn 26$6.4M$7.9M
Net assetsLn 32$19.7M$24.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$3.0M$3.0M
Pay of current officers, directors and key staffLn 5$1.1M$1.1M$52K$21K
Other salaries and wagesLn 7$37.6M$35.2M$1.7M$700K
Pension plan contributionsLn 8$261K$244K$12K$5K
Other employee benefitsLn 9$5.5M$5.2M$253K$103K
Payroll taxesLn 10$2.9M$2.7M$132K$54K
Legal feesLn 11b$84K$84K
Accounting feesLn 11c$100K$100K
Lobbying feesLn 11d$30K$30K
Other fees for servicesLn 11g$2.6M$2.5M$85K$55K
Office expensesLn 13$173K$118K$46K$9K
Information technologyLn 14$1.9M$1.3M$615K$38K
OccupancyLn 16$4.0M$2.8M$1.1M$19K
TravelLn 17$368K$364K$5K$132
Conferences, conventions and meetingsLn 19$82K$66K$9K$6K
InterestLn 20$29K$29K$670
Depreciation, depletion and amortizationLn 22$251K$186K$62K$3K
Other expenses (24a–d)Ln 24$1.5M$874K$579K$70K
All other expensesLn 24e$102K$64K$29K$9K
Total functional expensesLn 25$61.7M$55.7M$4.9M$1.1M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $66.1M$61.7M$4.5M$24.1M 990 PDF
FY2024 $56.1M$51.6M$4.5M$19.7M 990 PDF
FY2023 $50.8M$46.0M$4.7M$15.0M 990 PDF
FY2022 $38.9M$39.6M−$751K$10.3M 990 PDF
FY2021 $37.9M$32.8M$5.0M$11.0M 990 PDF
FY2020 $26.7M$25.7M$959K$6.0M 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 FY2025 990 (6 parts)
Part I · Summary $66,120,949 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $21,679,622$25,453,887
I-9 Program service revenuePrior year $32,065,668$40,529,041
I-10 Investment incomePrior year $251,058$167,194
I-11 Other revenuePrior year $2,083,497−$29,173
I-12 Total revenuePrior year $56,079,845$66,120,949
I-13 Grants and similar amounts paidPrior year $2,564,533$2,988,321
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $40,809,624$47,423,062
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $8,247,712$11,253,281
I-18 Total expensesPrior year $51,621,869$61,664,664
I-19 Revenue less expensesPrior year $4,457,976$4,456,285
Part VI · Governance 21 of 21 board members independent, no flags
VI-1a Voting members of the governing body21
VI-1b Independent voting members21
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 $66,120,949 across 10 lines filed
Lines not itemized here account for $4,302 of total revenue; see the IRS return.
VIII-1c Fundraising events$225,172
VIII-1e Government grants$21,858,710
VIII-1f All other contributions, gifts and grants$3,370,005
VIII-1g Noncash contributions (included above)$229,860
VIII-1h Total contributions, gifts and grants$25,453,887
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $40,524,739$40,524,739
VIII-3 Investment incomeExcluded from tax $167,194$167,194
VIII-6 Net rental income or lossUnrelated business −$1,573 · Excluded from tax $58,579$57,006
VIII-8 Net income from fundraising eventsExcluded from tax −$86,179−$86,179
VIII-12 Total revenueRelated to mission $40,529,041 · Unrelated business −$1,573 · Excluded from tax $139,594$66,120,949
Part IX · Statement of functional expenses $61,664,664 across 19 lines filed
IX-2 Grants to domestic individualsPrograms $2,988,321$2,988,321
IX-5 Pay of current officers, directors and key staffPrograms $1,053,845 · Management $51,612 · Fundraising $20,959$1,126,416
IX-7 Other salaries and wagesPrograms $35,200,758 · Management $1,723,967 · Fundraising $700,084$37,624,809
IX-8 Pension plan contributionsPrograms $244,248 · Management $11,962 · Fundraising $4,858$261,068
IX-9 Other employee benefitsPrograms $5,175,067 · Management $253,450 · Fundraising $102,923$5,531,440
IX-10 Payroll taxesPrograms $2,693,823 · Management $131,931 · Fundraising $53,575$2,879,329
IX-11b Legal feesManagement $83,786$83,786
IX-11c Accounting feesManagement $100,390$100,390
IX-11d Lobbying feesPrograms $30,000$30,000
IX-11g Other fees for servicesPrograms $2,502,005 · Management $84,546 · Fundraising $55,037$2,641,588
IX-13 Office expensesPrograms $117,665 · Management $45,977 · Fundraising $9,309$172,951
IX-14 Information technologyPrograms $1,259,931 · Management $615,271 · Fundraising $38,163$1,913,365
IX-16 OccupancyPrograms $2,827,857 · Management $1,109,584 · Fundraising $18,818$3,956,259
IX-17 TravelPrograms $363,636 · Management $4,522 · Fundraising $132$368,290
IX-19 Conferences, conventions and meetingsPrograms $66,081 · Management $8,943 · Fundraising $6,495$81,519
IX-20 InterestPrograms $28,714 · Fundraising $670$29,384
IX-22 Depreciation, depletion and amortizationPrograms $186,326 · Management $61,621 · Fundraising $3,025$250,972
IX-24 Other expenses (24a–d)Programs $873,876 · Management $578,834 · Fundraising $70,182$1,522,892
IX-24e All other expensesPrograms $63,988 · Management $28,955 · Fundraising $8,942$101,885
IX-25 Total functional expensesPrograms $55,676,141 · Management $4,895,351 · Fundraising $1,093,172$61,664,664
Part X · Balance sheet $32,031,256 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $11,736,264$5,670,287
X-2 Savings and temporary cash investments$6,051,491
X-3 Pledges and grants receivable$4,667,550
X-4 Accounts receivableStart of year $8,966,964$7,479,586
X-8 Inventories for sale or useStart of year $64,415$152,938
X-9 Prepaid expenses and deferred chargesStart of year $401,943$510,767
X-10c Land, buildings and equipment, netStart of year $3,858,763$5,914,591
X-13 Program-related investmentsStart of year $218,232$218,232
X-15 Other assetsStart of year $844,073$1,365,814
X-16 Total assetsStart of year $26,090,654$32,031,256
X-17 Accounts payable and accrued expensesStart of year $4,212,540$5,277,315
X-25 Other liabilitiesStart of year $1,380,143$1,938,822
X-26 Total liabilitiesStart of year $6,384,537$7,904,632
X-27 Net assets without donor restrictionsStart of year $19,616,617$23,387,478
X-28 Net assets with donor restrictionsStart of year $89,500$739,146
X-32 Total net assets or fund balancesStart of year $19,706,117$24,126,624
X-33 Total liabilities and net assetsStart of year $26,090,654$32,031,256
Part XI · Reconciliation of net assets $24,126,624 net assets at year end
XI-1 Total revenue$66,120,949
XI-2 Total expenses$61,664,664
XI-3 Revenue less expenses$4,456,285
XI-4 Net assets at start of year$19,706,117
XI-8 Prior period adjustments−$35,778
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$24,126,624

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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