Trilogy INC FY2021 filing

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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.
85¢ of each $1 spent went to programs.
$650K 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

FY2021 · 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
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$650K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Fine: 2.9 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
$4.1M
27% of total assets
Looks good: liabilities are 27% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$37.9M
+42% vs prior year
Spent
$32.8M
To programs
85%
Net assets
$11.0M
By yearFY2020–FY2025
Revenue
$37.9M
FY2021▲ +42%
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
$32.8M
FY2021▲ +28%
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
$11.0M
FY2021▲ +84%
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 FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

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

85 cents of each dollar spent went to programs.

Program services 85% · $27.8M Management & general 15% · $4.8M Fundraising 1% · $271K

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

19 people listed on the 990; $650K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
President and CEO
$204,976Pt VII · Sec A
$118,539Pt VII · Sec A
Chief Clinical Officer
$114,819Pt VII · Sec A
$109,845Pt VII · Sec A
Psychiatric Nurse Practitioner
$102,221Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt 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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3 programs · $23.7M · in their own filed words · FY2020
01

Outreach Services

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…

$16.3Mprogram expense
02

Outpatient Services

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 &…

$4.4Mprogram expense
03

Trilogy's intake services comprise all departments that are the first point of contact with the agency for members of the community looking to engage in services. The intake department utilizes the same day access model which allows clients to walk in and have contact with a clinician and complete their assessment the moment they are…

$2.9Mprogram 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

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jun 2025 · $3.5M federal money spent
Continuum of Care ProgramDepartment of Housing and Urban Development · ALN 14.267 · Direct$1.8M
Block Grants for Community Mental Health ServicesDepartment of Health and Human Services · ALN 93.958 · Through Illinois Department of Human Services$868K
Block Grants for Prevention and Treatment of Substance AbuseDepartment of Health and Human Services · ALN 93.959 · Through Illinois Department of Human Services$300K
Projects for Assistance in Transition from HomelessnessDepartment of Health and Human Services · ALN 93.150 · Through Illinois Department of Human Services$200K
Substance Abuse and Mental Health Services Projects of Regional and National SignificanceDepartment of Health and Human Services · ALN 93.243 · Direct$159K

Plus 1 smaller program.

The auditor reported 4 findings: a weakness in money controls, questioned costs.

Year ending Jun 2024 · $1.7M federal money spent
Block Grants for Community Mental Health ServicesDepartment of Health and Human Services · ALN 93.958 · Through Illinois Departmnet of Human Services$820K
Block Grants for Prevention and Treatment of Substance AbuseDepartment of Health and Human Services · ALN 93.959 · Through Illinois Departmnet of Human Services$320K
Continuum of Care ProgramDepartment of Housing and Urban Development · ALN 14.267 · Direct$295K
Substance Abuse and Mental Health Services Projects of Regional and National SignificanceDepartment of Health and Human Services · ALN 93.243 · Direct$92K
Projects for Assistance in Transition from Homelessness (path)Department of Health and Human Services · ALN 93.150 · Through Illinois Departmnet of Human Services$90K

Plus 2 smaller programs.

The auditor reported 4 findings: a material weakness in money controls, questioned costs.

Year ending Jun 2023 · $3.7M federal money spent
Block Grants for Community Mental Health ServicesDepartment of Health and Human Services · ALN 93.958 · Through Illinois Department of Human Services$1.6M
Continuum of Care ProgramDepartment of Housing and Urban Development · ALN 14.267 · Direct$654K
Community Development Block Grants/Entitlement GrantsDepartment of Housing and Urban Development · ALN 14.218 · Through City of Chicago Dept. of Public Health$571K
Block Grants for Prevention and Treatment of Substance AbuseDepartment of Health and Human Services · ALN 93.959 · Through Illinois Department of Human Services$553K
Projects for Assistance in Transition from Homelessness (path)Department of Health and Human Services · ALN 93.150 · Through Illinois Department of Human Services$170K

Plus 2 smaller programs.

The auditor reported 6 findings: doubt the group can keep going, a material weakness in money controls, questioned costs.

Year ending Jun 2022 · $2.1M federal money spent
Coronavirus State and Local Fiscal Recovery FundsDepartment of the Treasury · ALN 21.027 · Through Illinois Department of Human Services$1.1M
Community Development Block Grants/Entitlement GrantsDepartment of Housing and Urban Development · ALN 14.218 · Through City of Chicago Department of Public Health$330K
Continuum of Care ProgramDepartment of Housing and Urban Development · ALN 14.267 · Direct$285K
Block Grants for Community Mental Health ServicesDepartment of Health and Human Services · ALN 93.958 · Through Illinois Department of Human Services$206K
Block Grants for Prevention and Treatment of Substance AbuseDepartment of Health and Human Services · ALN 93.959 · Through Illinois Department of Human Services$85K

Plus 1 smaller program.

The auditor reported 1 finding: a weakness in money controls.

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$37.9M
Ln 12
Fees for servicesLn 2g$18.9M
Gifts and grantsLn 1h$18.8M
Other incomeLn 4–11$106K
Money outPt IX
$32.8M
Ln 25
Programscol B$27.8M
Managementcol C$4.8M
Fundraisingcol D$271K
Owns and owesPt X
$11.0M
net assets · Ln 32
Cash and savingsLn 1–2$7.9M
Total assetsLn 16$15.1M
LiabilitiesLn 26$4.1M
PeoplePt VI, VII
19
listed · VII A
PaidVII A5
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$18.8M
Government grantsLn 1e$17.1M
Noncash giftsLn 1g$28K
Fundraising eventsLn 1c$95K
Fees for servicesLn 2g$18.9M
Investment incomeLn 3$13K
Other incomeLn 4–11$106K
Gains on assetsLn 7−$98K
Total revenueLn 12$37.9M
Assets in detailPt X, end of year
CashLn 1$7.9M
Cash and savings togetherLn 1–2$7.9M
InvestmentsLn 11–13$218K
Land, buildings, equipmentLn 10c$1.9M
Total assetsLn 16$15.1M
LiabilitiesLn 26$4.1M
Net assetsLn 32$11.0M
OperationsPt I, VI
EmployeesI 5680
VolunteersI 625
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$28K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$8.7M$7.9M
InvestmentsLn 11–13$218K$218K
Land, buildings, equipmentLn 10c$1.8M$1.9M
Total assetsLn 16$13.8M$15.1M
LiabilitiesLn 26$7.8M$4.1M
Net assetsLn 32$6.0M$11.0M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$1.4M$1.4M
Pay of current officers, directors and key staffLn 5$741K$113K$628K
Other salaries and wagesLn 7$21.8M$19.4M$2.2M$181K
Other employee benefitsLn 9$2.6M$2.2M$324K$21K
Payroll taxesLn 10$1.4M$1.2M$175K$11K
Other fees for servicesLn 11g$88K$88K
Office expensesLn 13$14K$2K$10K$2K
Information technologyLn 14$701K$204K$496K$1K
OccupancyLn 16$1.6M$1.4M$233K$2K
TravelLn 17$328K$322K$6K$93
Conferences, conventions and meetingsLn 19$45K$5K$21K$18K
InterestLn 20$41K$41K
Depreciation, depletion and amortizationLn 22$256K$158K$98K$681
Other expenses (24a–d)Ln 24$1.6M$1.3M$292K$14K
All other expensesLn 24e$228K$99K$110K$19K
Total functional expensesLn 25$32.8M$27.8M$4.8M$271K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 14, 2026 $66.1M$61.7M$4.5M$24.1M 990 PDF
FY2024Filed with the IRS May 14, 2025 $56.1M$51.6M$4.5M$19.7M 990 PDF
FY2023Filed with the IRS May 15, 2024 $50.8M$46.0M$4.7M$15.0M 990 PDF
FY2022Filed with the IRS Apr 19, 2023 $38.9M$39.6M−$751K$10.3M 990 PDF
FY2021 ViewingFiled with the IRS May 4, 2022 $37.9M$32.8M$5.0M$11.0M 990 PDF
FY2020Filed with the IRS May 14, 2021 $26.7M$25.7M$959K$6.0M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $37,860,177 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $7,758,232$18,810,449
I-9 Program service revenuePrior year $18,770,360$18,943,875
I-10 Investment incomePrior year $59,071−$84,902
I-11 Other revenuePrior year $115,949$190,755
I-12 Total revenuePrior year $26,703,612$37,860,177
I-13 Grants and similar amounts paidPrior year $1,058,228$1,418,924
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $19,336,132$26,521,986
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $5,350,478$4,893,319
I-18 Total expensesPrior year $25,744,838$32,834,229
I-19 Revenue less expensesPrior year $958,774$5,025,948
Part VI · Governance 13 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
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 $37,860,177 across 12 lines filed
VIII-1c Fundraising events$95,341
VIII-1e Government grants$17,127,262
VIII-1f All other contributions, gifts and grants$1,587,846
VIII-1g Noncash contributions (included above)$28,212
VIII-1h Total contributions, gifts and grants$18,810,449
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $18,943,875$18,943,875
VIII-3 Investment incomeExcluded from tax $13,085$13,085
VIII-6 Net rental income or lossUnrelated business $1,981 · Excluded from tax $25,791$27,772
VIII-7 Net gain or loss on sales of assetsRelated to mission −$97,987−$97,987
VIII-8 Net income from fundraising eventsExcluded from tax −$7,045−$7,045
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $170,028$170,028
VIII-12 Total revenueRelated to mission $19,015,916 · Unrelated business $1,981 · Excluded from tax $31,831$37,860,177
Part IX · Statement of functional expenses $32,834,229 across 15 lines filed
IX-2 Grants to domestic individualsPrograms $1,418,924$1,418,924
IX-5 Pay of current officers, directors and key staffPrograms $113,390 · Management $627,692$741,082
IX-7 Other salaries and wagesPrograms $19,427,709 · Management $2,240,635 · Fundraising $181,432$21,849,776
IX-9 Other employee benefitsPrograms $2,208,216 · Management $324,131 · Fundraising $20,502$2,552,849
IX-10 Payroll taxesPrograms $1,192,212 · Management $174,998 · Fundraising $11,069$1,378,279
IX-11g Other fees for servicesManagement $88,440$88,440
IX-13 Office expensesPrograms $2,407 · Management $9,972 · Fundraising $1,774$14,153
IX-14 Information technologyPrograms $204,067 · Management $495,649 · Fundraising $1,463$701,179
IX-16 OccupancyPrograms $1,383,674 · Management $233,227 · Fundraising $2,260$1,619,161
IX-17 TravelPrograms $322,406 · Management $5,773 · Fundraising $93$328,272
IX-19 Conferences, conventions and meetingsPrograms $4,971 · Management $21,441 · Fundraising $18,281$44,693
IX-20 InterestManagement $40,634$40,634
IX-22 Depreciation, depletion and amortizationPrograms $157,603 · Management $97,936 · Fundraising $681$256,220
IX-24 Other expenses (24a–d)Programs $1,265,826 · Management $292,384 · Fundraising $14,094$1,572,304
IX-24e All other expensesPrograms $98,888 · Management $109,982 · Fundraising $19,393$228,263
IX-25 Total functional expensesPrograms $27,800,293 · Management $4,762,894 · Fundraising $271,042$32,834,229
Part X · Balance sheet $15,123,363 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $8,690,303$7,905,941
X-4 Accounts receivableStart of year $2,667,365$4,841,168
X-8 Inventories for sale or useStart of year $100,693$82,285
X-9 Prepaid expenses and deferred chargesStart of year $303,514$207,818
X-10c Land, buildings and equipment, netStart of year $1,830,051$1,867,919
X-13 Program-related investmentsStart of year $218,232$218,232
X-16 Total assetsStart of year $13,810,158$15,123,363
X-17 Accounts payable and accrued expensesStart of year $1,878,656$2,451,060
X-25 Other liabilitiesStart of year $1,555,345$700,358
X-26 Total liabilitiesStart of year $7,794,949$4,082,206
X-27 Net assets without donor restrictionsStart of year $5,940,209$10,915,757
X-28 Net assets with donor restrictionsStart of year $75,000$125,400
X-32 Total net assets or fund balancesStart of year $6,015,209$11,041,157
X-33 Total liabilities and net assetsStart of year $13,810,158$15,123,363
Part XI · Reconciliation of net assets $11,041,157 net assets at year end
XI-1 Total revenue$37,860,177
XI-2 Total expenses$32,834,229
XI-3 Revenue less expenses$5,025,948
XI-4 Net assets at start of year$6,015,209
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$11,041,157

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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