Civic Intelligence

Trilogy Foundation

990EZ • Fiscal year 2016 • EIN 20-0285732

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 07, 2017

1400 West GreenleafChicago, IL 60626

(773) 508-6100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

48th percentile

0.4%

Faster asset growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

731%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$25,842

Up $108 (+0.4%) from 2015

Net Assets

Up

$25,842

Up $108 (+0.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$108

Up $95 (+731%) from 2015

Expenses

Flat

$0

Flat from 2015

Net Income

Up

$108

Up $95 (+731%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30K$20K$10K$0Assets 2011: $21,726Liabilities 2011: $02011Assets 2012: $21,786Liabilities 2012: $0Net Assets 2012: $21,7862012Assets 2013: $25,708Liabilities 2013: $0Net Assets 2013: $25,7082013Assets 2014: $25,721Liabilities 2014: $0Net Assets 2014: $25,7212014Assets 2015: $25,734Liabilities 2015: $0Net Assets 2015: $25,7342015Assets 2016: $25,842Liabilities 2016: $0Net Assets 2016: $25,8422016Assets 2017: $25,855Liabilities 2017: $0Net Assets 2017: $25,8552017Assets 2018: $14,500Liabilities 2018: $0Net Assets 2018: $14,5002018Assets 2019: $14,500Liabilities 2019: $02019Assets 2020: $19,500Liabilities 2020: $5,000Net Assets 2020: $14,5002020Assets 2021: $17,596Liabilities 2021: $0Net Assets 2021: $17,5962021Assets 2022: $17,935Liabilities 2022: $0Net Assets 2022: $17,9352022Assets 2023: $18,678Liabilities 2023: $02023

Highlighted filing

2016

Assets$25,842
Liabilities$0
Net Assets$25,842

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20K$10K$0-$10K-$20KRevenue 2011: $42Expenses 2011: $60Net Income 2011: -$182011Revenue 2012: $125Expenses 2012: $65Net Income 2012: $602012Revenue 2013: $3,944Expenses 2013: $22Net Income 2013: $3,9222013Revenue 2014: $13Expenses 2014: $0Net Income 2014: $132014Revenue 2015: $13Expenses 2015: $0Net Income 2015: $132015Revenue 2016: $108Expenses 2016: $0Net Income 2016: $1082016Revenue 2017: $13Expenses 2017: $0Net Income 2017: $132017Revenue 2018: $269Expenses 2018: $11,624Net Income 2018: -$11,3552018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2021: $3,0962021Revenue 2022: $3392022Revenue 2023: $743Expenses 2023: $0Net Income 2023: $7432023

Highlighted filing

2016

Revenue$108
Expenses$0
Net Income$108
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 7, 2017
Return Version
2015v3.0
Gross Receipts
$108
Mission and Program Overview

Mission

To support the mission of trilogy, inc.

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT TO TRILOGY, INC.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN M FATUMPresident-$0--
MARY E JOHNSONVice-President-$0--
NANCY JACOBSDirector-$0--
JOHN MAYESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Trilogy Foundation
EIN
20-0285732
Phone
7735086100
Address
1400 WEST GREENLEAF, CHICAGO, IL 60626

Signing Officer

Name
John Mayes
Title
President/CEO
Phone
7735086100
Signed
2017-02-07
Discuss with paid preparer
Yes

Preparer

Firm
Sikich Llp
Address
1415 W DIEHL RD SUITE 400, NAPERVILLE, IL 60563-2349
Preparer
Bryan Pautsch
Phone
6305668400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 13.

Raw XML Appendix147 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TRILOGY FINANCE DIRECTOR
IRS990EZ/BooksInCareOfDetail/PhoneNum07735086100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01400 WEST GREENLEAF
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060626
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025734
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025842
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt095
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0108
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025734
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025842
IRS990EZ/GrossReceiptsAmt0108
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025734
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025842
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025734
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025842
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHEN M FATUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY E JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY JACOBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN MAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE MISSION OF TRILOGY, INC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPORT TO TRILOGY, INC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0108
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0TRILOGYINC.ORG
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0362795409
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TRILOGY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 13.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MAYES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07735086100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRILOGY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TRIL
ReturnHeader/Filer/EIN0200285732
ReturnHeader/Filer/PhoneNum07735086100
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 WEST GREENLEAF
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060626
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363168081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIKICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01415 W DIEHL RD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0605632349
ReturnHeader/PreparerPersonGrp/PhoneNum06305668400
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN PAUTSCH
ReturnHeader/ReturnTs02017-02-14T16:38:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$18.7$0.00$0.74$0.00$0.74
2022Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.34
2021Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$3.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$5.00$14.5
2019Summary only. Only limited summary data is available for this year.$14.5$0.00$0.00$0.00$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.00$14.5$0.27$11.6$11.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.9$0.00$25.9$0.01$0.00$0.01
2016Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$0.11$0.00$0.11
2015Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$0.01$0.00$0.01
2014Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$0.01$0.00$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.7$0.00$25.7$3.94$0.02$3.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$0.00$21.8$0.13$0.07$0.06
2011Summary only. Only limited summary data is available for this year.$21.7$0.00$0.04$0.06$0.02