Civic Intelligence

Trilogyembers of Marshalltown Ia Inc

EIN 41-1942588 • 501(c)3 • Marshalltown, IA

Profile

NONE

1211 W State StreetMarshalltown, IA 50158-5448

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

92nd percentile

0.94x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

1.20x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

51st percentile

3.8%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

1.9%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,093,037

Up $113,024 (+3.8%) from 2023

Liabilities

Down

$2,893,908

Down $215,304 (-6.9%) from 2023

Net Assets

Up

$199,129

Up $328,328 (+254%) from 2023

Revenue

Up

$2,414,533

Up $45,274 (+1.9%) from 2023

Expenses

Down

$2,086,205

Down $85,595 (-3.9%) from 2023

Net Income

Up

$328,328

Up $130,869 (+66%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $5,320,322Liabilities 2011: $6,358,013Net Assets 2011: -$1,037,6912011Assets 2012: $5,220,683Liabilities 2012: $6,258,893Net Assets 2012: -$1,038,2102012Assets 2013: $3,897,171Liabilities 2013: $4,958,693Net Assets 2013: -$1,061,5222013Assets 2014: $3,925,950Liabilities 2014: $4,820,232Net Assets 2014: -$894,2822014Assets 2015: $3,973,064Liabilities 2015: $4,649,618Net Assets 2015: -$676,5542015Assets 2016: $3,902,035Liabilities 2016: $4,490,324Net Assets 2016: -$588,2892016Assets 2017: $3,818,121Liabilities 2017: $4,279,934Net Assets 2017: -$461,8132017Assets 2018: $5,086,212Liabilities 2018: $5,533,644Net Assets 2018: -$447,4322018Assets 2019: $3,467,903Liabilities 2019: $3,928,504Net Assets 2019: -$460,6012019Assets 2020: $3,506,648Liabilities 2020: $3,894,848Net Assets 2020: -$388,2002020Assets 2021: $3,076,151Liabilities 2021: $3,541,380Net Assets 2021: -$465,2292021Assets 2022: $2,988,613Liabilities 2022: $3,315,271Net Assets 2022: -$326,6582022Assets 2023: $2,980,013Liabilities 2023: $3,109,212Net Assets 2023: -$129,1992023Assets 2024: $3,093,037Liabilities 2024: $2,893,908Net Assets 2024: $199,1292024

Highlighted filing

2024

Assets$3,093,037
Liabilities$2,893,908
Net Assets$199,129

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,767,278Expenses 2011: $1,797,198Net Income 2011: -$29,9202011Expenses 2012: $1,838,4542012Revenue 2013: $1,872,313Expenses 2013: $1,895,625Net Income 2013: -$23,3122013Revenue 2014: $1,979,919Expenses 2014: $1,812,679Net Income 2014: $167,2402014Revenue 2015: $2,034,382Expenses 2015: $1,816,654Net Income 2015: $217,7282015Revenue 2016: $1,984,083Expenses 2016: $1,895,818Net Income 2016: $88,2652016Revenue 2017: $2,031,827Expenses 2017: $1,905,351Net Income 2017: $126,4762017Revenue 2018: $1,885,178Expenses 2018: $1,870,797Net Income 2018: $14,3812018Revenue 2019: $1,980,233Expenses 2019: $1,993,402Net Income 2019: -$13,1692019Revenue 2020: $2,045,971Expenses 2020: $1,973,570Net Income 2020: $72,4012020Revenue 2021: $2,018,150Expenses 2021: $2,095,179Net Income 2021: -$77,0292021Revenue 2022: $2,229,350Expenses 2022: $2,090,779Net Income 2022: $138,5712022Revenue 2023: $2,369,259Expenses 2023: $2,171,800Net Income 2023: $197,4592023Revenue 2024: $2,414,533Expenses 2024: $2,086,205Net Income 2024: $328,3282024

Highlighted filing

2024

Revenue$2,414,533
Expenses$2,086,205
Net Income$328,328

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.09$2.89$0.20$2.41$2.09$0.33
2023Detailed filing. Detailed filing data is available for this year.$2.98$3.11$0.13$2.37$2.17$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.99$3.32$0.33$2.23$2.09$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.08$3.54$0.47$2.02$2.10$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.51$3.89$0.39$2.05$1.97$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.47$3.93$0.46$1.98$1.99$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.09$5.53$0.45$1.89$1.87$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.82$4.28$0.46$2.03$1.91$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.90$4.49$0.59$1.98$1.90$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.97$4.65$0.68$2.03$1.82$0.22
2014Detailed filing. Detailed filing data is available for this year.$3.93$4.82$0.89$1.98$1.81$0.17
2013Detailed filing. Detailed filing data is available for this year.$3.90$4.96$1.06$1.87$1.90$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$6.26$1.04$1.84
2011Summary only. Only limited summary data is available for this year.$5.32$6.36$1.04$1.77$1.80$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 30, 2025
Return Version
2024v5.2
Gross Receipts
$2,414,533
Mission and Program Overview

Mission

NONE

Providing housing for seniors

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,728,209$1,533,093▼ $195,116
Savings and Temporary Cash Investments$1,003,211$1,313,435▲ $310,224
Cash and Non-Interest-Bearing Accounts$140,942$158,111▲ $17,169
Prepaid Expenses and Deferred Charges$11,881$2,888▼ $8,993
Accounts Receivable$2,083$2,137▲ $54
Total Assets$2,980,013$3,093,037▲ $113,024
Other Assets Total$93,687$83,373▼ $10,314
Liabilities
Other Liabilities$3,014,353$2,783,650▼ $230,703
Accounts Payable and Accrued Expenses$92,045$107,450▲ $15,405
Deferred Revenue$2,814$2,808▼ $6
Total Liabilities$3,109,212$2,893,908▼ $215,304
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-129,199$199,129▲ $328,328
Total Net Assets Fund Balance$-129,199$199,129▲ $328,328
Total Liabilities and Net Assets / Fund Balance$2,980,013$3,093,037▲ $113,024

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,393,233$6,288,800-
Other Land Buildings$84,441$91,462-
Land$50,000--
Equipment$5,419$1,354,113-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Donna LeeChairman
Bradley L LeePresident
Joe DahirDirector
Kathy CainDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,372,822
Investment Income
$32,384
Other Revenue
$9,327
Change in Net Assets
$328,328

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,414,533
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,414,533
Total Revenue per Form 990
$2,414,533
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,422,564
Salaries, Compensation, and Employee Benefits$663,641
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$580,617--$580,617
Depreciation Depletion$304,889--$304,889
Interest$150,036--$150,036
All Other Expenses$144,326--$144,326
Other Expenses$85,965--$85,965
Fees for Services Management-$72,500-$72,500
Insurance$13,976$55,906-$69,882
Payroll Taxes$49,548--$49,548
Other Employee Benefits$24,268--$24,268
Advertising$13,044--$13,044
Pension Plan Contributions$9,208--$9,208
Fees for Services Accounting-$8,000-$8,000
Travel$7,499--$7,499
Fees for Services Other-$4,056-$4,056
Office Expenses$730--$730
Total Functional Expenses$1,945,743$140,462$0$2,086,205

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,086,205
Total Expenses per Audited Statements$2,086,205
Total Expenses per Form 990$2,086,205
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Long-term Debt$2,245,891
Current Portion of Long Term Debt$246,036
Security Deposits$237,723
Deferred Replacement$49,000
Deferred Improvement$5,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Brad lee (president) and donna lee (chairman) are related (family).

Form 990, Part VI, Section B, Line 11B

President reviews and approves form 990 before it is filed.

Form 990, Part VI, Section C, Line 19

Organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Bradley l. Lee - 14004 n. 8th place, phoenix, az 85022. Donna lee - 2916 n. 94th ave., omaha, ne 68134. Joe dahir - 1211 w. State street, marshalltown, ia 50158. Kathy cain - 12357 seward, omaha, ne 68154.

Filing and Contact Details

Filer

Filer Name
Trilogyembers of Marshalltown Ia Inc
EIN
41-1942588
Phone
6417547000
Address
1211 W STATE STREET, MARSHALLTOWN, IA 50158-5448

Signing Officer

Name
Bradley L Lee
Title
President
Phone
6417547000
Signed
2025-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bradley L Lee
Formed
1999
Legal Domicile
Mn
Voting Board Members
4
Independent Board Members
0
Employees
26
Volunteers
0

Preparer

Firm
Blackman & Associates Pc
Address
17445 ARBOR STREET STE 200, OMAHA, NE 68130
Preparer
Dennis Blackman
Phone
4023301040
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01424
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01615
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt047235
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02372822
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02352648
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02203994
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02009534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02039953
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010978951
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt032384
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010774
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01424
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01615
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt047235
IRS990ScheduleA/InvestmentIncomeCYPct00.00430
IRS990ScheduleA/InvestmentIncomePYPct00.00160
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt09327
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt05837
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt023932
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt04148
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt04403
IRS990ScheduleA/OtherIncome509Grp/TotalAmt047647
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99140
IRS990ScheduleA/PublicSupportPY509Pct00.99440
IRS990ScheduleA/PublicSupportTotal509Amt010978951
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02372822
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02352648
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02203994
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02009534
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02039953
IRS990ScheduleA/Total509Grp/TotalAmt010978951
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02414533
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02369259
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02229350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02014720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02045971
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011073833
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01393233
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06288800
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt07682033
IRS990ScheduleD/EquipmentGrp/BookValueAmt05419
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01354113
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt01359532
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02086205
IRS990ScheduleD/LandGrp/BookValueAmt050000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt050000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt084441
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt091462
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0175903
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0246036
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12245891
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2237723
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt35000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt449000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CURRENT PORTION OF LONG TERM DEBT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LONG-TERM DEBT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DEFERRED IMPROVEMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4DEFERRED REPLACEMENT
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02414533
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01533093
IRS990ScheduleD/TotalExpensesPerForm990Amt02086205
IRS990ScheduleD/TotalLiabilityAmt02783650
IRS990ScheduleD/TotalRevenuePerForm990Amt02414533
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02414533
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02086205
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BRAD LEE (PRESIDENT) AND DONNA LEE (CHAIRMAN) ARE RELATED (FAMILY).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRESIDENT REVIEWS AND APPROVES FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BRADLEY L. LEE - 14004 N. 8TH PLACE, PHOENIX, AZ 85022. DONNA LEE - 2916 N. 94TH AVE., OMAHA, NE 68134. JOE DAHIR - 1211 W. STATE STREET, MARSHALLTOWN, IA 50158. KATHY CAIN - 12357 SEWARD, OMAHA, NE 68154.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02980013
IRS990/TotalAssetsEOYAmt03093037
IRS990/TotalAssetsGrp/BOYAmt02980013
IRS990/TotalAssetsGrp/EOYAmt03093037
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt026
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0140462
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01945743
IRS990/TotalFunctionalExpensesGrp/TotalAmt02086205
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03109212
IRS990/TotalLiabilitiesEOYAmt02893908
IRS990/TotalLiabilitiesGrp/BOYAmt03109212
IRS990/TotalLiabilitiesGrp/EOYAmt02893908
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-129199
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0199129
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01945743
IRS990/TotalProgramServiceRevenueAmt02372822
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02414533
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02414533
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02980013
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03093037
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt07499
IRS990/TravelGrp/TotalAmt07499
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt014004 N 8TH PLACE
IRS990/USAddress/CityNm0PHOENIX
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085022
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADLEY L LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06417547000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRILOGYEMBERS OF MARSHALLTOWN IA INC
ReturnHeader/Filer/BusinessNameControlTxt0TRIL
ReturnHeader/Filer/EIN0411942588
ReturnHeader/Filer/PhoneNum06417547000
ReturnHeader/Filer/USAddress/AddressLine1Txt01211 W STATE STREET
ReturnHeader/Filer/USAddress/CityNm0MARSHALLTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0501585448
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470813847
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLACKMAN & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017445 ARBOR STREET STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068130
ReturnHeader/PreparerPersonGrp/PhoneNum04023301040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS BLACKMAN
ReturnHeader/ReturnTs02025-06-30T12:21:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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