Civic Intelligence

Trilogy Foundation

990EZ • Fiscal year 2024 • EIN 88-2176973

Aug 01, 2023 to Jul 31, 2024 • Filed on Dec 16, 2024

Organization ProfileN/A
14020 Northdale Blvd Suite BRogers, MN 55374

(763) 453-4363

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

12th percentile

-37%

Higher net margin than 12% of similar nonprofits.

2024 filings • NTEE B99 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • NTEE B99 • <$500k nonprofits • Source year 2024

Asset Growth

26th percentile

-25%

Faster asset growth than 26% of similar nonprofits.

2024 filings • NTEE B99 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-70%

Faster revenue growth than 9% of similar nonprofits.

2024 filings • NTEE B99 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$37,135

Down $12,370 (-25%) from 2023

Net Assets

Down

$37,135

Down $12,370 (-25%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin12th percentile

Revenue

Down

$33,653

Down $78,690 (-70%) from 2023

Expenses

Down

$46,023

Down $16,815 (-27%) from 2023

Net Income

Down

-$12,370

Down $61,875 (-125%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$60K$40K$20K$0Assets 2023: $49,505Net Assets 2023: $49,5052023Assets 2024: $37,135Net Assets 2024: $37,1352024Assets 2025: $0Net Assets 2025: $02025

Highlighted filing

2024

Assets$37,135
Liabilities-
Net Assets$37,135
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$150K$100K$50K$0-$50KRevenue 2023: $112,343Expenses 2023: $62,838Net Income 2023: $49,5052023Revenue 2024: $33,653Expenses 2024: $46,023Net Income 2024: -$12,3702024Revenue 2025: $2,900Expenses 2025: $40,035Net Income 2025: -$37,1352025

Highlighted filing

2024

Revenue$33,653
Expenses$46,023
Net Income-$12,370
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Dec 16, 2024
Return Version
2023v5.1
Gross Receipts
$33,653
Mission and Program Overview

Mission

To support individuals with an interest in, and organizations supporting or providing, scientific, technology, engineering, and mathematics education.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES SCHOLARSHIPS FOR EDUCATIONAL, SCIENTIFIC, OR LITERARY PURPOSES.-$46,023
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGG CUMMINGSDirector-$0--
ELIZABETH L'HEUREUXDirector-$0--
SIMONE AESHLIMANTreasurer-$0--
KATHERINE CLEMENSPresident & CEO-$0--
RADHA KRISHNA GANESHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Trilogy Foundation
EIN
88-2176973
Address
14020 NORTHDALE BLVD SUITE B, ROGERS, MN 55374

Signing Officer

Name
Simone Aeshliman
Title
Treasurer
Signed
2024-12-16
Discuss with paid preparer
Yes

Preparer

Firm
Peterson Beyenhof & Zahler LTD
Address
6451 Sycamore Ct N, Maple Grove, MN 55369
Preparer
David Beyenhof
Phone
7635457110
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $64”

Other Expenses.1

“SCHOLARSHIPS $35975”

Other Expenses.2

“EQUIPMENT $3975”

Other Expenses.3

“WEBSITE $293”

Other Assets.1

“- Beginning $9338 - Ending $9349”

Raw XML Appendix145 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Simone Aeshliman
IRS990EZ/BooksInCareOfDetail/PhoneNum07634534363
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014020 NORTHDALE BLVD SUITE B
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROGERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055374
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040167
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027786
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt033651
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12370
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05716
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049505
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037135
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt033653
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049505
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037135
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049505
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037135
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GREGG CUMMINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH L'HEUREUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SIMONE AESHLIMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHERINE CLEMENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RADHA KRISHNA GANESH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09338
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09349
IRS990EZ/OtherExpensesTotalAmt040307
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT INDIVIDUALS WITH AN INTEREST IN, AND ORGANIZATIONS SUPPORTING OR PROVIDING, SCIENTIFIC, TECHNOLOGY, ENGINEERING, AND MATHEMATICS EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES SCHOLARSHIPS FOR EDUCATIONAL, SCIENTIFIC, OR LITERARY PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046023
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt046023
IRS990EZ/TotalProgramServiceExpensesAmt046023
IRS990EZ/TotalRevenueAmt033653
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $64
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIPS $35975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT $3975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WEBSITE $293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4- Beginning $9338 - Ending $9349
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SIMONE AESHLIMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRILOGY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TRIL
ReturnHeader/Filer/EIN0882176973
ReturnHeader/Filer/USAddress/AddressLine1Txt014020 NORTHDALE BLVD SUITE B
ReturnHeader/Filer/USAddress/CityNm0ROGERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055374
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411706837
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peterson Beyenhof & Zahler LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06451 Sycamore Ct N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Maple Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055369
ReturnHeader/PreparerPersonGrp/PhoneNum07635457110
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID BEYENHOF
ReturnHeader/ReturnTs02024-12-16T06:56:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,135
Liabilities
-
Net assets
$37,135
Revenue
$33,653
Expenses
$46,023
Net income
-$12,370
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.03$0.40$0.37
2024Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.34$0.46$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.50$0.50$1.12$0.63$0.50