Totals
- Total revenue
- $50,766,999
- Total expenses
- $46,021,620
- Contributions and grants received
- $19,538,058
- Grants paid
- $2,493,176
- Program service revenue
- $30,944,531
- Investment income
- $2,250
- Other revenue
- $282,160
- Total assets, end of year
- $20,972,948
- Total liabilities, end of year
- $5,937,189
- Net assets or fund balances, end of year
- $15,035,759
- Program services expenses (Part IX)
- $37,410,478
- Management and general expenses
- $3,579,737
- Fundraising expenses
- $5,031,405
- Program service expenses (Part III)
- $37,410,478
Program services were 81.3% 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
$71,935
-
1e · Government grants (contributions)
$17,819,541
-
1f · All other contributions, gifts and grants
$1,646,582
-
1g · Noncash contributions included above
$88,753
-
2a · Program service revenue: FEES FOR SERVICE
total $30,944,531 · related or exempt $30,944,531
-
3 · Investment income
total $2,250 · excluded $2,250
-
6a · Gross rents
real property $106,850
-
6b · Less rental expenses
real property $24,367
-
6c · Rental income or loss
real property $82,483
-
6d · Net rental income or loss
total $82,483 · unrelated business -$607 · excluded $83,090
-
8a · Fundraising events: gross income
$94,005
-
8a · Fundraising events: contributions included on line 1c
$71,935
-
8b · Fundraising events: direct expenses
$51,365
-
8c · Net income from fundraising events
total $42,640 · excluded $42,640
-
11a · Other revenue: OTHER INCOME
total $99,717 · related or exempt $99,717
-
11b · Other revenue: HUMAN SERVICES
total $53,789 · related or exempt $53,789
-
11c · Other revenue: RECORDS FEES
total $3,531 · related or exempt $3,531
-
11e · Other revenue, total
$157,037
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $2,493,176 · program services $2,493,176
-
5 · Compensation of officers, directors and key employees
total $1,124,995 · program services $939,329 · management and general $9,000 · fundraising $176,666
-
7 · Other salaries and wages
total $29,959,620 · program services $25,015,167 · management and general $239,671 · fundraising $4,704,782
-
9 · Other employee benefits
total $3,472,332 · program services $2,899,268 · management and general $545,286 · fundraising $27,778
-
10 · Payroll taxes
total $2,285,894 · program services $1,908,636 · management and general $358,971 · fundraising $18,287
-
11g · Fees: other
total $140,282 · program services $420 · management and general $139,862
-
13 · Office expenses
total $39,795 · program services $5,060 · management and general $12,830 · fundraising $21,905
-
14 · Information technology
total $883,646 · program services $117,729 · management and general $758,685 · fundraising $7,232
-
16 · Occupancy
total $2,112,403 · program services $1,704,305 · management and general $404,098 · fundraising $4,000
-
17 · Travel
total $320,561 · program services $310,610 · management and general $9,701 · fundraising $250
-
19 · Conferences, conventions and meetings
total $62,517 · program services $276 · management and general $39,840 · fundraising $22,401
-
20 · Interest
total $23,044 · management and general $23,044
-
22 · Depreciation, depletion and amortization
total $330,484 · program services $219,354 · management and general $109,323 · fundraising $1,807
-
24a · Other expenses: TELEPHONE
total $950,045 · program services $820,956 · management and general $120,416 · fundraising $8,673
-
24b · Other expenses: EQUIPMENT AND MAINTENAN
total $912,421 · program services $643,239 · management and general $262,073 · fundraising $7,109
-
24c · Other expenses: TRAINING AND DEVELOPMEN
total $283,634 · program services $93,238 · management and general $189,306 · fundraising $1,090
-
24d · Other expenses: SUPPLIES
total $220,800 · program services $143,042 · management and general $75,723 · fundraising $2,035
-
24e · All other expenses
total $405,971 · program services $96,673 · management and general $281,908 · fundraising $27,390
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,643,657 · end of year $5,882,864
-
4 · Accounts receivable
beginning of year $4,129,313 · end of year $9,721,723
-
8 · Inventories for sale or use
beginning of year $51,178 · end of year $29,995
-
9 · Prepaid expenses and deferred charges
beginning of year $237,512 · end of year $239,994
-
10a · Land, buildings and equipment: cost or other basis
$8,466,320
-
10b · Land, buildings and equipment: accumulated depreciation
$4,477,755
-
10c · Land, buildings and equipment, net
beginning of year $4,110,232 · end of year $3,988,565
-
13 · Investments: program-related
beginning of year $218,232 · end of year $218,232
-
15 · Other assets
beginning of year $0 · end of year $891,575
-
17 · Accounts payable and accrued expenses
beginning of year $3,351,003 · end of year $3,460,005
-
21 · Escrow or custodial account liability
beginning of year $695,883 · end of year $871,796
-
23 · Secured mortgages and notes payable
beginning of year $368,495
-
25 · Other liabilities
beginning of year $684,363 · end of year $1,605,388
-
27 · Net assets without donor restrictions
beginning of year $10,215,380 · end of year $14,960,759
-
28 · Net assets with donor restrictions
beginning of year $75,000 · end of year $75,000
Mission and programs · 2022
Mission
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
Activities or mission (Part I)
TO SUPPORT PEOPLE IN THEIR RECOVERY FROM SERIOUS MENTAL ILLNESS.
-
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 AND NEAR NORTH SUBURBS. THESE TEAMS PROVIDE SERVICES FOR PERSONS LIVING WITH SERIOUS MENTAL ILLNESS WHO PRESENT WITH AN IMMEDIATE NEED FOR SERVICE DUE TO ACUTE PSYCHIATRIC DECOMPENSATION OR SITUATIONAL EMERGENCIES. THEY PROVIDE LINKAGE TO CRISIS SERVICES FOR RESIDENTS, OTHER SERVICE PROVIDERS, LAW ENFORCEMENT, COMMUNITIES OF FAITH, ETC.
Expenses $27,034,532 · Grants $1,654,868 · Revenue $23,601,064
-
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 & JOHNSONDARTMOUTH COMMUNITY MENTAL HEALTH PROGRAM, ALSO CALLED THE INDIVIDUAL PLACEMENT AND SUPPORT (IPS) SUPPORTED EMPLOYMENT LEARNING COLLABORATIVE. THE IPS MODEL FOR SUPPORTED EMPLOYMENT IS THE MOST PROGRESSIVE, EVIDENCE-BASED MODEL TO BE OFFERED TO INDIVIDUALS MENTAL ILLNESS AND IS AVAILABLE TO ALL TRILOGY CLIENTS.
Expenses $7,161,732 · Grants $139,041 · Revenue $5,140,220
-
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 READY TO RECEIVE SUPPORT, MAXIMIZING AN INDIVIDUAL'S READINESS FOR CHANGE. THE FRONT DOOR DIVERSION PROGRAM SERVES INDIVIDUALS DISCHARGING FROM LONG-TERM INSTITUTIONAL LIVING FACILITIES AND HOSPITALS TO IMMEDIATE HOUSING AND MENTAL HEALTH SERVICES IN THE COMMUNITY. SEVERAL SMALLER PROGRAMS FUNDED BY NEXT LEVEL HEALTH PARTNERS AND EVANSTON MENTAL HEALTH BOARD ALLOW TRILOGY TO ENGAGE AND ASSESS INDIVIDUALS SEEKING SERVICES IN LIMITED GEOGRAPHICAL OR OTHERWISE DEFINED SERVICE AREAS.
Expenses $3,214,214 · Grants $699,267 · Revenue $2,360,284
As filed on the 2022 return.
Listed in Part VII
-
Aimee FeuserAIMEE FEUSER
BOARD PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Susan FicklingSUSAN FICKLING
FINANCE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Victoria FancherVICTORIA FANCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
La Toya LewisLA TOYA LEWIS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
John JoyceJOHN JOYCE
FORMER SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Brian KomornikBRIAN KOMORNIK
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Nikolas KorizisNIKOLAS KORIZIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Damien FlynnDAMIEN FLYNN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kim CaseyKIM CASEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Erin GrodnickERIN GRODNICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jim EvanoffJIM EVANOFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Branden RoweBRANDEN ROWE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michelle CastleMICHELLE CASTLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kathye GoroshKATHYE GOROSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Anthony MoormanANTHONY MOORMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Samantha Handley Term 10322SAMANTHA HANDLEY TERM 10322
PRESIDENT AND CEO
- Total calculated
- $88,784
- From this org
- $77,554
- From related orgs
- $0
- Other
- $11,230
- Hours/week
- 40
-
Richard Adelman Term 4323RICHARD ADELMAN TERM 4323
CFO
- Total calculated
- $125,864
- From this org
- $111,947
- From related orgs
- $0
- Other
- $13,917
- Hours/week
- 40
-
Susan DoigSUSAN DOIG
CHIEF CLINICAL OFFICER
- Total calculated
- $222,378
- From this org
- $196,199
- From related orgs
- $0
- Other
- $26,179
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,319
- Bonus
- $40,880
- Other
- $0
- Deferred
- $3,106
- Nontaxable benefits
- $23,073
- Filer's total
- $222,378
-
Amanda RankinAMANDA RANKIN
COO
- Total calculated
- $190,956
- From this org
- $162,443
- From related orgs
- $0
- Other
- $28,513
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,443
- Bonus
- $16,000
- Other
- $0
- Deferred
- $2,929
- Nontaxable benefits
- $25,584
- Filer's total
- $190,956
-
Julia Wright Term 6223JULIA WRIGHT TERM 6223
CHIEF TRANSFORMATION MEDICAL OFFICER
- Total calculated
- $315,880
- From this org
- $278,034
- From related orgs
- $0
- Other
- $37,846
- Hours/week
- 32
Schedule J breakdown matched by us
- Base
- $278,034
- Bonus
- $0
- Other
- $0
- Deferred
- $4,584
- Nontaxable benefits
- $33,262
- Filer's total
- $315,880
-
Katrina WrightKATRINA WRIGHT
CHIEF HUMAN RESOURCES
- Total calculated
- $175,573
- From this org
- $148,354
- From related orgs
- $0
- Other
- $27,219
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,354
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $27,219
- Filer's total
- $175,573
-
Jessica SimeoneJESSICA SIMEONE
PSYCHIATRIC NURSE PRACTITI
- Total calculated
- $164,311
- From this org
- $150,464
- From related orgs
- $0
- Other
- $13,847
- Hours/week
- 32
Schedule J breakdown matched by us
- Base
- $149,464
- Bonus
- $1,000
- Other
- $0
- Deferred
- $2,989
- Nontaxable benefits
- $10,858
- Filer's total
- $164,311
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
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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
No itemized grants to organizations 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.
-
501(C)(3) · SUPPORT TRILOGY, INC. · IL · controlled entity
Directly controlled by TRILOGY INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
TRILOGY CLARK ESTES LLC
C · REAL ESTATE · IL · 100% owned · share of assets $178,232
Directly controlled by TRILOGY INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421369349309137
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