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Nonprofiteer
← TRILLIUM HEALTH FOUNDATION INC

Form 990 for tax year 2024

Filed by TRILLIUM HEALTH FOUNDATION INC.

Totals

Total revenue
$940,695
Total expenses
$1,069,755
Contributions and grants received
$782,318
Grants paid
$141,731
Program service revenue
$0
Investment income
$1,411
Other revenue
$156,966
Total assets, end of year
$301,590
Total liabilities, end of year
$118,488
Net assets or fund balances, end of year
$183,102
Program services expenses (Part IX)
$224,441
Management and general expenses
$0
Fundraising expenses
$845,314
Program service expenses (Part III)
$224,441

Program services were 21.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $82,025

  • 1f · All other contributions, gifts and grants

    $700,293

  • 3 · Investment income

    total $1,411 · excluded $1,411

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $255,617

  • 8a · Fundraising events: contributions included on line 1c

    $82,025

  • 8b · Fundraising events: direct expenses

    $98,651

  • 8c · Net income from fundraising events

    total $156,966

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $141,731 · program services $141,731

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $422,160 · program services $37,625 · fundraising $384,535

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $157 · program services $14 · fundraising $143

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $65,290 · program services $5,819 · fundraising $59,471

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $22,089 · program services $1,969 · fundraising $20,120

  • 13 · Office expenses

    total $5,034 · program services $449 · fundraising $4,585

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $200,508 · program services $17,870 · fundraising $182,638

  • 17 · Travel

    total $933 · program services $83 · fundraising $850

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: DEVELOPMENT COSTS

    total $158,548 · program services $14,131 · fundraising $144,417

  • 24b · Other expenses: OTHER EXPENSES

    total $12,979 · program services $1,156 · fundraising $11,823

  • 24c · Other expenses: PROGRAM SUPPLIES

    total $31,273 · program services $2,787 · fundraising $28,486

  • 24d · Other expenses: SOFTWARE EXPENSES

    total $8,960 · program services $799 · fundraising $8,161

  • 24e · All other expenses

    total $93 · program services $8 · fundraising $85

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $59,574

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $38,141

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $72,731

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $131,144

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $118,488

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $0 · end of year -$179,343

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $362,445

Mission and programs · 2024

Mission

To support Trillium in its mission to provide extraordinary care for all, including LGBTQ+ health, by ensuring equitable, judgment-free, and affordable care. The Foundation is governed by a separate board of directors whose focus is to ensure the appropriate distribution of funds in support of Trillium Health's mission.

Activities or mission (Part I)

SEE SCHEDULE O

  • RAISED FUNDS FOR TRILLIUM HEALTH, INC., A CHARITABLE ORGANIZATION AND THE SOLE CORPORATE MEMBER OF THE FILING ORGANIZATION.

    Expenses $224,441 · Grants $141,731

As filed on the 2024 return.

Listed in Part VII

  • Jason Barnecut-Kearns

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $399,480
    From this org
    $0
    From related orgs
    $362,475
    Other
    $37,005
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    not reported + $299,907 related
    Bonus
    not reported + $30,000 related
    Other
    not reported + $32,568 related
    Deferred
    not reported + $8,004 related
    Nontaxable benefits
    not reported + $29,001 related
    Filer's total
    not reported + $399,480 related

  • Jennison Bielemeier

    CHIEF FINANCIAL OFFICER

    Total calculated
    $257,050
    From this org
    $0
    From related orgs
    $213,397
    Other
    $43,653
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    not reported + $155,092 related
    Bonus
    not reported + $13,125 related
    Other
    not reported + $45,180 related
    Deferred
    not reported + $5,019 related
    Nontaxable benefits
    not reported + $38,634 related
    Filer's total
    not reported + $257,050 related

  • Cynthia Reddeck-Lidestri

    BOARD MEMBER/CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Leslie Connolly

    BM/VICE-CHAIR/SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • John Ingle MD

    BOARD MEMBER/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Roberta Van Winkle

    BOARD MEMBER (FROM 9/1/24)

    Total calculated
    $0
    Hours/week
    1

  • Stephen Devay

    BOARD MEMBER (FROM 9/1/24)

    Total calculated
    $0
    Hours/week
    1

  • Caroline Quill MD

    BOARD MEMBER (FROM 9/1/24)

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Cane MD

    BOARD MEMBER (FROM 1/1/25)

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

None.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
15 May 2026
IRS schema version
2024v5.2
Source object
202601359349308685

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