Civic Intelligence

Trilogy Trust Foundation

EIN 93-3610881 • 501(c)3 • Los Angeles, CA

Pub. 78 Eligible990-N Coverage

Profile

Trilogy Trust Foundation empowers individuals and families facing financial hardship through grants mentorship and education. We prevent homelessness support recovery and fund entrepreneurship creating sustainable pathways to stability and opportunity through compassion resilience and community partnership.

5105 Santa Monica BlvdLos Angeles, CA 90029

www.trilogytrustfoundation.com

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

54th percentile

6.3%

Higher net margin than 54% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

$34,009

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$34,009

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue34th percentileNet Margin54th percentile

Revenue

$523,080

No earlier filing loaded for comparison.

Expenses

$489,964

No earlier filing loaded for comparison.

Net Income

$33,116

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2024: $34,009Liabilities 2024: $0Net Assets 2024: $34,0092024

Highlighted filing

2024

Assets$34,009
Liabilities$0
Net Assets$34,009
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0Revenue 2024: $523,080Expenses 2024: $489,964Net Income 2024: $33,1162024

Highlighted filing

2024

Revenue$523,080
Expenses$489,964
Net Income$33,116
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$34,009
Liabilities
$0
Net assets
$34,009
Revenue
$523,080
Expenses
$489,964
Net income
$33,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$5.23$4.90$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 15, 2025
Return Version
2024v5.1
Gross Receipts
$523,080
Mission and Program Overview

Mission

Trilogy Trust Foundation empowers individuals and families facing financial hardship through grants mentorship and education. We prevent homelessness support recovery and fund entrepreneurship creating sustainable pathways to stability and opportunity through compassion resilience and community partnership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$893$34,009▲ $33,116
Cash and Non-Interest-Bearing Accounts$893$30,522▲ $29,629
Land, Buildings, and Equipment, Net$0$3,487▲ $3,487
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$893$34,009▲ $33,116
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$893$34,009▲ $33,116
Total Liabilities and Net Assets / Fund Balance$893$34,009▲ $33,116

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$3,487$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Kristina JonesCEO
Revenue and Support

Revenue Composition

Contributions and Grants
$523,080
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$400,000
Change in Net Assets
$33,116

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$123,080Determined by fair market value
Total Noncash Contributions$123,080-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$468,829
Other Expenses$21,135
Total Fundraising Expense$1,378
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$468,829--$468,829
Advertising$9,177$0$0$9,177
Conferences and Meetings$1,936$2,198$0$4,134
Information Technology$0$3,942$0$3,942
Insurance$0$1,846$0$1,846
Interest$0$0$1,378$1,378
Office Expenses$0$333$0$333
Travel$325$0$0$325
Total Functional Expenses$480,267$8,319$1,378$489,964
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 11B

“In board meeting”

Part VI, Section B, Line 12C

“Trilogy Trust Foundation maintains a written Conflict of Interest Policy requiring all officers directors and key employees to disclose any financial or personal interests that could influence their decision-making. Disclosures are reviewed annually and whenever a new transaction is proposed. If a potential conflict arises the affected individual must recuse themselves from discussions and votes related to the matter. The board reviews and documents all actions taken to ensure that transactions serve the Foundations best interests and comply with applicable laws. Any conflicts discovered after a transaction are promptly investigated and remedied through corrective measures and documentation in the board minutes.”

Part VI, Section B, Line 15

“| Name of the Person:, The process used to establish compensation of the person who served in:|, The year in which this process was last undertaken:| Kristina Jones, The compensation of officers and key personnel is determined and approved by the Board of Directors using comparability data from similar nonprofit organizations. The process is conducted by independent board members with no conflicts of interest. Minutes of meetings reflect the discussions data reviewed and final approval. Compensation is reviewed periodically to ensure it remains reasonable and consistent with the Foundations charitable purpose and budget., 2024|”

Part VI, Section C, Line 19

“On website Candid”

Filing and Contact Details

Filer

Filer Name
Trilogy Trust Foundation
EIN
93-3610881
Address
5105 Santa Monica Blvd, Los Angeles, CA 90029

Signing Officer

Name
Kristina Jones
Title
CEO
Phone
3108909919
Signed
2025-10-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Kristina Jones
Formed
2023
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0
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IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03487
IRS990ScheduleD/EquipmentGrp/DepreciationAmt00
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt03487
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03487
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0345749
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt10
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Grants paid to individuals for help to prevent eviction
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1In kind donations given out
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt1123080
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0In kind donations given
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt077
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1130
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Trilogy Trust Foundation requires all U.S. grantees to sign a grant agreement specifying the purpose and permitted use of funds. We monitor compliance through required progress or expenditure reports receipts and follow-up communication. Our board reviews all grant activities to ensure funds are used in accordance with our charitable mission and IRS regulations. Any misuse of funds results in corrective action or termination of funding.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1| Type of grant or assistance:, Number of recipients:, How number of recipients was estimated?:| Grants paid to individuals for help to prevent eviction, 77, 77| In kind donations given out, 130, 130|
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III Column (b)
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0Determined by fair market value
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt0123080
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt05.Clothing and household goods-Number Of Item Contributed: 0
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0FormAndLineReferenceDesc: Part I, Column(b)
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0In board meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Trilogy Trust Foundation maintains a written Conflict of Interest Policy requiring all officers directors and key employees to disclose any financial or personal interests that could influence their decision-making. Disclosures are reviewed annually and whenever a new transaction is proposed. If a potential conflict arises the affected individual must recuse themselves from discussions and votes related to the matter. The board reviews and documents all actions taken to ensure that transactions serve the Foundations best interests and comply with applicable laws. Any conflicts discovered after a transaction are promptly investigated and remedied through corrective measures and documentation in the board minutes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Name of the Person:, The process used to establish compensation of the person who served in:|, The year in which this process was last undertaken:| Kristina Jones, The compensation of officers and key personnel is determined and approved by the Board of Directors using comparability data from similar nonprofit organizations. The process is conducted by independent board members with no conflicts of interest. Minutes of meetings reflect the discussions data reviewed and final approval. Compensation is reviewed periodically to ensure it remains reasonable and consistent with the Foundations charitable purpose and budget., 2024|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3On website Candid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt034009
IRS990/TotalAssetsGrp/BOYAmt0893
IRS990/TotalAssetsGrp/EOYAmt034009
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0523080
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01378
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08319
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0480267
IRS990/TotalFunctionalExpensesGrp/TotalAmt0489964
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0893
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt034009
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0480267
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0523080
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0893
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt034009
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt0325
IRS990/TravelGrp/TotalAmt0325
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/USAddress/AddressLine1Txt05105 santa monica blvd
IRS990/USAddress/CityNm0los angeles
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090029

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