Trilogy INC FY2024 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.
84¢ of each $1 spent went to programs.
$1.7M 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

FY2024 · 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
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.7M
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
3 mo
of spending, in cash
Fine: 2.7 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
$6.4M
24% of total assets
Looks good: liabilities are 24% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$56.1M
+10% vs prior year
Spent
$51.6M
To programs
84%
Net assets
$19.7M
By yearFY2020–FY2025
Revenue
$56.1M
FY2024▲ +10%
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
$51.6M
FY2024▲ +12%
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
$19.7M
FY2024▲ +31%
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 FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 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

84 cents of each dollar spent went to programs.

Program services 84% · $43.5M Management & general 15% · $7.7M Fundraising 1% · $430K

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

34 people listed on the 990; $1.7M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Psychiatrist
$235,500Pt VII · Sec A
$228,182Pt VII · Sec A
Psychiatrist
$226,400Pt VII · Sec A
COO (until 11/17/23)
$178,037Pt VII · Sec A
Chief Human Resources
$158,264Pt VII · Sec A
Psychiatric Medical Director
$149,185Pt VII · Sec A
Chief Clinical Officer
$144,666Pt VII · Sec A
Interim CFO
$129,571Pt 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 · $37.0M · in their own filed words · FY2023
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…

$25.9Mprogram 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 &…

$7.8Mprogram 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…

$3.4Mprogram 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 FY2024 990, line by line.

1The main four
Money inPt VIII
$56.1M
Ln 12
Fees for servicesLn 2g$32.1M
Gifts and grantsLn 1h$21.7M
Other incomeLn 4–11$2.1M
Money outPt IX
$51.6M
Ln 25
Programscol B$43.5M
Managementcol C$7.7M
Fundraisingcol D$430K
Owns and owesPt X
$19.7M
net assets · Ln 32
Cash and savingsLn 1–2$11.7M
Total assetsLn 16$26.1M
LiabilitiesLn 26$6.4M
PeoplePt VI, VII
34
listed · VII A
PaidVII A10
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$21.7M
Government grantsLn 1e$19.8M
Noncash giftsLn 1g$120K
Fundraising eventsLn 1c$190K
Fees for servicesLn 2g$32.1M
Investment incomeLn 3$251K
Other incomeLn 4–11$2.1M
Gains on assetsLn 7$207K
Total revenueLn 12$56.1M
Assets in detailPt X, end of year
CashLn 1$11.7M
Cash and savings togetherLn 1–2$11.7M
Accounts receivableLn 4$9.0M
Inventories for sale or useLn 8$64K
Prepaid expenses and deferred chargesLn 9$402K
Land, buildings, equipmentLn 10c$3.9M
InvestmentsLn 11–13$218K
Other assetsLn 15$844K
Total assetsLn 16$26.1M
LiabilitiesLn 26$6.4M
Net assetsLn 32$19.7M
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$120K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$5.9M$11.7M
InvestmentsLn 11–13$218K$218K
Land, buildings, equipmentLn 10c$4.0M$3.9M
Total assetsLn 16$21.0M$26.1M
LiabilitiesLn 26$5.9M$6.4M
Net assetsLn 32$15.0M$19.7M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$2.6M$2.6M
Pay of current officers, directors and key staffLn 5$1.8M$1.6M$219K$16K
Other salaries and wagesLn 7$32.1M$28.0M$3.9M$277K
Pension plan contributionsLn 8$267K$233K$32K$2K
Other employee benefitsLn 9$4.2M$3.7M$509K$36K
Payroll taxesLn 10$2.4M$2.1M$290K$21K
Other fees for servicesLn 11g$2.3M$1.5M$737K
Office expensesLn 13$23K$5K$17K$925
OccupancyLn 16$2.4M$2.1M$342K$14K
TravelLn 17$347K$336K$10K$249
Conferences, conventions and meetingsLn 19$61K$4K$48K$10K
InterestLn 20$31K$31K
Depreciation, depletion and amortizationLn 22$313K$172K$139K$2K
Other expenses (24a–d)Ln 24$2.6M$1.3M$1.3M$43K
All other expensesLn 24e$195K$74K$113K$9K
Total functional expensesLn 25$51.6M$43.5M$7.7M$430K

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
FY2024 ViewingFiled 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
FY2021Filed 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 FY2024 990 (6 parts)
Part I · Summary $56,079,845 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $19,538,058$21,679,622
I-9 Program service revenuePrior year $30,944,531$32,065,668
I-10 Investment incomePrior year $2,250$251,058
I-11 Other revenuePrior year $282,160$2,083,497
I-12 Total revenuePrior year $50,766,999$56,079,845
I-13 Grants and similar amounts paidPrior year $2,493,176$2,564,533
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $36,842,841$40,809,624
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,685,603$8,247,712
I-18 Total expensesPrior year $46,021,620$51,621,869
I-19 Revenue less expensesPrior year $4,745,379$4,457,976
Part VI · Governance 17 of 17 board members independent, no flags
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
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 $56,079,845 across 12 lines filed
VIII-1c Fundraising events$190,342
VIII-1e Government grants$19,823,195
VIII-1f All other contributions, gifts and grants$1,666,085
VIII-1g Noncash contributions (included above)$120,024
VIII-1h Total contributions, gifts and grants$21,679,622
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $32,065,668$32,065,668
VIII-3 Investment incomeExcluded from tax $44,105$44,105
VIII-6 Net rental income or lossUnrelated business −$4,647 · Excluded from tax $51,347$46,700
VIII-7 Net gain or loss on sales of assetsExcluded from tax $206,953$206,953
VIII-8 Net income from fundraising eventsExcluded from tax −$84,027−$84,027
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,120,824$2,120,824
VIII-12 Total revenueRelated to mission $34,186,492 · Unrelated business −$4,647 · Excluded from tax $218,378$56,079,845
Part IX · Statement of functional expenses $51,621,869 across 15 lines filed
IX-2 Grants to domestic individualsPrograms $2,564,533$2,564,533
IX-5 Pay of current officers, directors and key staffPrograms $1,570,852 · Management $218,840 · Fundraising $15,554$1,805,246
IX-7 Other salaries and wagesPrograms $27,968,314 · Management $3,896,345 · Fundraising $276,928$32,141,587
IX-8 Pension plan contributionsPrograms $232,510 · Management $32,392 · Fundraising $2,302$267,204
IX-9 Other employee benefitsPrograms $3,655,169 · Management $509,212 · Fundraising $36,192$4,200,573
IX-10 Payroll taxesPrograms $2,084,045 · Management $290,334 · Fundraising $20,635$2,395,014
IX-11g Other fees for servicesPrograms $1,533,781 · Management $737,376$2,271,157
IX-13 Office expensesPrograms $5,142 · Management $17,100 · Fundraising $925$23,167
IX-16 OccupancyPrograms $2,086,359 · Management $342,095 · Fundraising $13,903$2,442,357
IX-17 TravelPrograms $336,250 · Management $10,107 · Fundraising $249$346,606
IX-19 Conferences, conventions and meetingsPrograms $3,634 · Management $47,774 · Fundraising $9,754$61,162
IX-20 InterestManagement $31,383$31,383
IX-22 Depreciation, depletion and amortizationPrograms $172,057 · Management $139,399 · Fundraising $1,874$313,330
IX-24 Other expenses (24a–d)Programs $1,251,799 · Management $1,268,737 · Fundraising $42,716$2,563,252
IX-24e All other expensesPrograms $73,645 · Management $112,695 · Fundraising $8,958$195,298
IX-25 Total functional expensesPrograms $43,538,090 · Management $7,653,789 · Fundraising $429,990$51,621,869
Part X · Balance sheet $26,090,654 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $5,882,864$11,736,264
X-4 Accounts receivableStart of year $9,721,723$8,966,964
X-8 Inventories for sale or useStart of year $29,995$64,415
X-9 Prepaid expenses and deferred chargesStart of year $239,994$401,943
X-10c Land, buildings and equipment, netStart of year $3,988,565$3,858,763
X-13 Program-related investmentsStart of year $218,232$218,232
X-15 Other assetsStart of year $891,575$844,073
X-16 Total assetsStart of year $20,972,948$26,090,654
X-17 Accounts payable and accrued expensesStart of year $3,460,005$4,212,540
X-21 Escrow or custodial accountsStart of year $871,796$791,854
X-25 Other liabilitiesStart of year $1,605,388$1,380,143
X-26 Total liabilitiesStart of year $5,937,189$6,384,537
X-27 Net assets without donor restrictionsStart of year $14,960,759$19,616,617
X-28 Net assets with donor restrictionsStart of year $75,000$89,500
X-32 Total net assets or fund balancesStart of year $15,035,759$19,706,117
X-33 Total liabilities and net assetsStart of year $20,972,948$26,090,654
Part XI · Reconciliation of net assets $19,706,117 net assets at year end
XI-1 Total revenue$56,079,845
XI-2 Total expenses$51,621,869
XI-3 Revenue less expenses$4,457,976
XI-4 Net assets at start of year$15,035,759
XI-5 Net unrealized gains (losses) on investments$193,704
XI-9 Other changes in net assets$18,678
XI-10 Net assets at end of year$19,706,117

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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