Form 990 for tax year 2024
Filed by TRILLIUM FAMILY SERVICES FOUNDATION INC.
Totals
- Total revenue
- $637,759
- Total expenses
- $756,436
- Contributions and grants received
- $0
- Grants paid
- $703,855
- Program service revenue
- $0
- Investment income
- $612,812
- Other revenue
- $24,947
- Total assets, end of year
- $17,131,239
- Total liabilities, end of year
- $183,679
- Net assets or fund balances, end of year
- $16,947,560
- Program services expenses (Part IX)
- $708,285
- Management and general expenses
- $48,151
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $708,285
Program services were 93.6% 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.
-
3 · Investment income
total $612,812 · excluded $612,812
-
6a · Gross rents
real property $30,000
-
6b · Less rental expenses
real property $5,053
-
6c · Rental income or loss
real property $24,947
-
6d · Net rental income or loss
total $24,947 · excluded $24,947
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $703,855 · program services $703,855
-
24a · Other expenses: BANK FEES
total $52,581 · program services $4,430 · management and general $48,151
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $210,911 · end of year $225,334
-
3 · Pledges and grants receivable
beginning of year $125,000
-
10a · Land, buildings and equipment: cost or other basis
$592,839
-
10b · Land, buildings and equipment: accumulated depreciation
$4,889
-
10c · Land, buildings and equipment, net
beginning of year $648,870 · end of year $587,950
-
11 · Investments: publicly traded securities
beginning of year $9,336,790 · end of year $10,330,887
-
15 · Other assets
beginning of year $5,886,686 · end of year $5,987,068
-
17 · Accounts payable and accrued expenses
beginning of year $131,590 · end of year $183,679
-
27 · Net assets without donor restrictions
beginning of year $8,292,179 · end of year $8,829,929
-
28 · Net assets with donor restrictions
beginning of year $7,784,488 · end of year $8,117,631
Mission and programs · 2024
Mission
TO PROVIDE SUPPORT TO TRILLIUM FAMILY SERVICES MENTAL HEALTH CARE PROGRAMS.
-
TRILLIUM FAMILY SERVICES FOUNDATION IS A CHARITABLE ORGANIZATION THAT PROVIDES FINANCIAL SUPPORT TO TRILLIUM FAMILY SERVICES, A SECTION 501(C)(3) ORGANIZATION.
Expenses $708,285 · Grants $703,855
As filed on the 2024 return.
Listed in Part VII
-
Jamie VandergonJAMIE VANDERGON
CEO
- Total calculated
- $396,227
- From this org
- $0
- From related orgs
- $379,544
- Other
- $16,683
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- not reported + $340,991 related
- Bonus
- not reported + $38,553 related
- Other
- not reported
- Deferred
- not reported + $3,022 related
- Nontaxable benefits
- not reported + $13,661 related
- Filer's total
- not reported + $396,227 related
-
Lisa KaneLISA KANE
CAO
- Total calculated
- $388,172
- From this org
- $0
- From related orgs
- $357,626
- Other
- $30,546
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- not reported + $297,119 related
- Bonus
- not reported + $60,507 related
- Other
- not reported
- Deferred
- not reported + $16,062 related
- Nontaxable benefits
- not reported + $14,484 related
- Filer's total
- not reported + $388,172 related
-
Scott BerrySCOTT BERRY
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Matt HarrisMATT HARRIS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Barbara TrachtenbergBARBARA TRACHTENBERG
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Katrina BickleyKATRINA BICKLEY
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Brad BickleyBRAD BICKLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Debbie BensonDEBBIE BENSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca TimmsREBECCA TIMMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Cami Benson-NoeckerCAMI BENSON-NOECKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mike CowgillMIKE COWGILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Shawn DuffySHAWN DUFFY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Erica MullenERICA MULLEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dawn StoneDAWN STONE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly Ainge PayneKIMBERLY AINGE PAYNE
TRUSTEE
- 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
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
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
-
TRILLIUM FAMILY SERVICES
$703,855
FINANCIAL SUPPORT
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.
-
501C3 · SUPPORT · OR
Directly controlled by TRILLIUM GROUP INC
-
TRILLIUM GROUP INC
501C3 · SUPPORT · OR
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 8 May 2026
- IRS schema version
- 2024v5.0
- Source object
- 202601349349305270
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