Trilogy Trust Foundation EIN 93-3610881

Trilogy Trust Foundation

EIN  93-3610881 Public charity (501(c)(3)) Los Angeles, CA
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Size
$100K–1M
What they do
Provides grants, mentorship, and education to help people facing financial hardship achieve stability.
Leadership
Money in and out
$523K revenue, $490K expenses
Bottom line
98% program efficiency

Provides grants, mentorship, and education to help people facing financial hardship achieve stability. For fiscal year 2024 it reported $523K in revenue, $490K in expenses, and $34K in net assets.Pt I

Where the money goes · FY2024
Total revenue
$523K
Pt VIII · Ln 12
Total expenses
$490K
Pt IX · Ln 25
Net assets
$34K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $33K
Where spending went · Part IX cols B–D
Program services $0.98 Management & general $0.02 Fundraising $0.00
Program efficiency
98%
of spending reaches programs
Operating runway
1.0mo
months of highly liquid reserves at operating expense rate
Surplus margin
+6%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Total revenue
$523K
Pt VIII · Ln 12
Total expenses
$490K
Pt IX · Ln 25
Net assets
$34K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$33K
Total assetsPt X · Ln 16$34K
Program-expense ratioPt IX · col B98%
Voting members of governing bodyPt I · Ln 31
Independent voting membersPt I · Ln 41
Mission & Programs · Part III

Where the work happens

1 program service account for $480K of program spending, described in the organization's own filed words · FY2024.
01

Grants and 1

1 support for people facing eviction

$480Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CTrilogy Trust Foundation
EINHdr · item D93-3610881
Principal addressHdr · item CLos Angeles, CA
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHousing (L80)
Ruling yearIRS BMFOct 2023

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a1
Independent voting membersPt VI · Ln 1b1
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Contributions & grants100%$523K
Total revenueLn 12$523K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.98 Management & general $0.02 Fundraising $0.00
Program services98%$480K
Management & general2%$8K
Fundraising$1K
Total functional expensesLn 25$490K

Balance Sheet

Part X · end of year
CashLn 1$31K
Total assetsLn 16$34K
Total liabilitiesLn 26$0
Total net assetsLn 32$34K
Months of cash on handcomputed0.7

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $31K · Operating expenses (Pt IX) $490K · Less non-cash grants $123K · Cash operating expenses/yr $367K
1.0 months
Where the money goes
Program services
Program services $480K · Total expenses $490K
98%
Management & General
Management & general $8K · Total expenses $490K
2%
Fundraising
Fundraising $1K · Total expenses $490K
0%
Cost to raise $1
Fundraising expense $1K · Solicited contributions $523K
$0.00 to raise $1
Where the money comes from
Contribution dependence
Contributions & grants $523K · Total revenue $523K
100%
Government reliance
Government grants $0 · Total revenue $523K
0%
Earned-income share
Program service revenue $0 · Total revenue $523K
0%
Investment reliance
Investment income $0 · Total revenue $523K
0%
Program self-sufficiency
Program service revenue $0 · Total expenses $490K
0%
Growth & trend
Revenue growth (YoY)
This year $523K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $34K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $523K · Expenses $490K
+6%
Liabilities-to-Assets
Total liabilities — · Total assets $34K
Net-asset ratio
Net assets $34K · Total assets $34K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $34K
0%
People & payroll
Highest Reported Total Compensation
Individual Kristina Jones · Reported title CEO · Highest reported compensation $0 · Total expenses $490K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $490K
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 98%
Overhead ratio 2%
Fundraising cost ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · this organization's grantmaking
Grants paid · 1 grant · $346K · 2024–2024
Unitemized GrantFY2024$345,749

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$523K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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