Trilogy Health Services Foundation Inc
Trilogy Health Services Foundation consistently generates surpluses and grows assets with no reported officer compensation.
EIN: 205755082 · Louisville, KY · NTEE: B82 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.7M |
| Total Expenses | $2.0M |
| Program Spending | 85% |
| CEO/Top Officer Pay | $2 |
| Net Assets | $2.2M |
| Transparency Score | 85/100 |
Is Trilogy Health Services Foundation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Trilogy Health Services Foundation Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Trilogy Health Services Foundation Inc
Trilogy Health Services Foundation Inc (EIN: 205755082) is a nonprofit organization based in Louisville, KY, classified under NTEE code B82. The organization reported total revenue of $2.7M and total assets of $2.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Trilogy Health Services Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Trilogy Health Services Foundation Inc is a mid-size nonprofit that has been operating for 17 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 10.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.5M |
| Total Expenses | $2.0M |
| Surplus / Deficit | +$542K |
| Total Assets | $2.2M |
| Total Liabilities | $54K |
| Net Assets | $2.2M |
| Operating Margin | 21.6% |
| Debt-to-Asset Ratio | 2.4% |
| Months of Reserves | 13.6 months |
Financial Health Grade: A
In 2023, Trilogy Health Services Foundation Inc reported a surplus of $542K with revenue exceeding expenses, holds 13.6 months of operating reserves (strong position), has a debt-to-asset ratio of 2.4% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Trilogy Health Services Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 10.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +18.6% | +14.0% | +26.1% |
| 2022 | -27.6% | -41.5% | +26.1% |
| 2021 | -7.0% | +13.1% | -20.6% |
| 2020 | +16.9% | +2.1% | +77.5% |
| 2019 | +6.1% | +14.1% | +1.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 2009 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Trilogy Health Services Foundation Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Trilogy Health Services Foundation Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $542K, with revenue exceeding expenses.
- Debt-to-asset ratio: 2.4%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available IRS 990 filings, indicating that officers are either uncompensated or compensated through a related entity, which is a significant factor for an organization of its size with revenues consistently exceeding $2 million.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Trilogy Health Services Foundation Inc's IRS 990 filings:
- Lack of detailed breakdown for program, administrative, and fundraising expenses in provided data
- Unclear how leadership is compensated given 0% officer compensation reported on 990s
Strengths
The following positive indicators were identified for Trilogy Health Services Foundation Inc:
- Consistent revenue generation and financial surpluses, as seen in 202312 with $2,515,126 revenue vs. $1,972,721 expenses.
- Strong asset growth over time, from $447,598 in 201412 to $2,236,690 in 202312.
- Low liabilities relative to assets, indicating strong financial solvency ($54,308 liabilities vs. $2,236,690 assets in 202312).
- Consistent filing of IRS Form 990s demonstrating transparency.
- No reported officer compensation, potentially indicating high efficiency in leadership costs.
Frequently Asked Questions about Trilogy Health Services Foundation Inc
Is Trilogy Health Services Foundation Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Trilogy Health Services Foundation Inc (EIN: 205755082) some concerns. Mission Score: 85/100. 2 red flags identified, 5 strengths noted.
How does Trilogy Health Services Foundation Inc spend its money?
Trilogy Health Services Foundation Inc directs 85% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Trilogy Health Services Foundation Inc tax-deductible?
Trilogy Health Services Foundation Inc is registered as a tax-exempt nonprofit (EIN: 205755082). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Trilogy Health Services Foundation Inc CEO make?
Trilogy Health Services Foundation Inc's highest-compensated officer earns $2 annually. The organization reported $2.7M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Trilogy Health Services Foundation Inc's spending goes to programs?
Trilogy Health Services Foundation Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Trilogy Health Services Foundation Inc compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Trilogy Health Services Foundation Inc is above average for NTEE category B82 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Trilogy Health Services Foundation Inc located?
Trilogy Health Services Foundation Inc is headquartered in Louisville, Kentucky and files with the IRS under EIN 205755082. It is classified under NTEE code B82.
How many years of IRS 990 filings does Trilogy Health Services Foundation Inc have?
Trilogy Health Services Foundation Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.7M in total revenue.
How does Trilogy Health Services Foundation Inc fund its leadership given 0% officer compensation?
The IRS 990 filings consistently show 0% officer compensation. This could mean that leadership is volunteer-based, compensated by a related organization, or through other means not classified as officer compensation on the 990. Further investigation into their operational structure would be needed to clarify.
What are the specific program activities funded by Trilogy Health Services Foundation Inc?
While the financial data indicates consistent program spending, the NTEE code B82 (Nursing Facilities) suggests a focus on supporting nursing facilities. A detailed program description from their website or annual report would provide more specific insight into their activities.
What is the long-term strategy for the growing asset base?
The organization's assets have grown significantly from $447,598 in 201412 to $2,236,690 in 202312. Understanding the strategy behind this asset accumulation, whether for future program expansion, endowment, or operational reserves, would provide insight into their long-term financial planning.
Filing History
IRS 990 filing history for Trilogy Health Services Foundation Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Trilogy Health Services Foundation Inc's revenue has grown by 212.9%, moving from $804K to $2.5M. Total assets increased by 406% over the same period, from $442K to $2.2M. Total functional expenses rose by 303.8%, from $489K to $2.0M. In its most recent filing year (2023), Trilogy Health Services Foundation Inc reported a surplus of $542K, with revenue exceeding expenses. The organization holds $54K in liabilities against $2.2M in assets (debt-to-asset ratio: 2.4%), resulting in net assets of $2.2M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.5M | $2.0M | $2.2M | $54K | — | — |
| 2022 | $2.1M | $1.7M | $1.8M | $134K | — | View 990 |
| 2021 | $2.9M | $3.0M | $1.4M | $157K | — | View 990 |
| 2020 | $3.1M | $2.6M | $1.8M | $491K | — | View 990 |
| 2019 | $2.7M | $2.6M | $998K | $436K | — | View 990 |
| 2018 | $2.5M | $2.2M | $987K | $557K | — | View 990 |
| 2017 | $2.8M | $3.0M | $628K | $490K | — | View 990 |
| 2016 | $1.5M | $1.9M | $844K | $422K | — | View 990 |
| 2015 | $2.2M | $1.8M | $877K | $73K | — | View 990 |
| 2014 | $820K | $994K | $448K | $48K | — | View 990 |
| 2013 | $898K | $744K | $586K | $12K | — | View 990 |
| 2012 | $782K | $784K | $471K | $52K | — | View 990 |
| 2011 | $804K | $489K | $442K | $20K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.5M, expenses of $2.0M, and assets of $2.2M (revenue +18.6% year-over-year).
- 2022: Revenue of $2.1M, expenses of $1.7M, and assets of $1.8M (revenue -27.6% year-over-year).
- 2021: Revenue of $2.9M, expenses of $3.0M, and assets of $1.4M (revenue -7.0% year-over-year).
- 2020: Revenue of $3.1M, expenses of $2.6M, and assets of $1.8M (revenue +16.9% year-over-year).
- 2019: Revenue of $2.7M, expenses of $2.6M, and assets of $998K (revenue +6.1% year-over-year).
- 2018: Revenue of $2.5M, expenses of $2.2M, and assets of $987K (revenue -7.9% year-over-year).
- 2017: Revenue of $2.8M, expenses of $3.0M, and assets of $628K (revenue +79.5% year-over-year).
- 2016: Revenue of $1.5M, expenses of $1.9M, and assets of $844K (revenue -31.4% year-over-year).
- 2015: Revenue of $2.2M, expenses of $1.8M, and assets of $877K (revenue +172.9% year-over-year).
- 2014: Revenue of $820K, expenses of $994K, and assets of $448K (revenue -8.7% year-over-year).
- 2013: Revenue of $898K, expenses of $744K, and assets of $586K (revenue +14.9% year-over-year).
- 2012: Revenue of $782K, expenses of $784K, and assets of $471K (revenue -2.8% year-over-year).
- 2011: Revenue of $804K, expenses of $489K, and assets of $442K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Trilogy Health Services Foundation Inc:
Data Sources and Methodology
This transparency report for Trilogy Health Services Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.