2026-07-29T09:49:05-05:00 2025-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2025-01-01 205755082 TRILOGY HEALTH SERVICES FOUNDATION INC TRIL 5022137587 303 N HURSTBOURNE PARKWAY 200 LOUISVILLE KY 40222 ELIZABETH CLINGAMAN FOUNDATION MANAGER 5022137587 2026-07-28 1 SARAH K ANTLE P01391676 5024269660 2026-07-28 2025 2025-03-06 01:10:19Z ELIZABETH CLINGAMAN 303 N HURSTBOURNE PARKWAY 200 LOUISVILLE KY 40222 3930621 0 X HTTPS://THETRILOGYFOUNDATION.ORG X 2007 KY THE MISSION OF THE TRILOGY HEALTH SERVICES FOUNDATION IS TO IMPROVE THE LIVES OF CURRENT AND FUTURE TRILOGY HEALTH SERVICES EMPLOYEES THROUGH EDUCATIONAL SCHOLARSHIPS, EMERGENCY ASSISTANCE DURING CRISIS OR NATURAL DISASTERS, AND REDUCE FOOD INSECURITY THROUGH OUR CARESHELF. 8 8 0 13 0 0 2558297 2818432 0 0 57792 50556 23598 37440 2639687 2906428 1672898 2320955 0 0 0 0 0 0 25190 723198 482055 2396096 2803010 243591 103418 2458018 2812969 103002 160272 2355016 2652697 X THE MISSION OF THE TRILOGY HEALTH SERVICES FOUNDATION IS TO IMPROVE THE LIVES OF CURRENT AND FUTURE TRILOGY HEALTH SERVICES EMPLOYEES THROUGH EDUCATIONAL SCHOLARSHIPS, EMERGENCY ASSISTANCE DURING CRISIS OR NATURAL DISASTERS, AND REDUCE FOOD INSECURITY THROUGH OUR CARESHELF. 0 0 1267732 1218259 EMERGENCY ASSISTANCE - DUE TO THE NATURAL DISASTERS AND PERSONAL TRAGEDIES, THE FOUNDATION OFFERS ASSISTANCE TO TRILOGY HEALTH EMPLOYEES DURING TIMES OF CRISIS. FINANCIAL RESOURCES ARE PROVIDED TO HELP OFFSET EXPENSES SUCH AS TEMPORARY HOUSING, FOOD, CLOTHING AND TRANSPORTATION.THE COMPANY AWARDED 1,761 EMERGENCY ASSISTANCE GRANTS THAT WERE USED FOR MEDICAL CRISIS, PROPERTY LOSSES AND OTHER UNEXPECTED FINANCIAL NEEDS. 184332 177139 EMPLOYEE SCHOLARSHIPS - THE PURPOSE OF THIS PROGRAM IS TO EMPOWER TRILOGY HEALTH EMPLOYEES TO EXPAND THEIR EDUCATION THEREBY ACHIEVING HIGHER LEVELS OF PERSONAL FULFILLMENT AND INCREASED JOB SATISFACTION. THE FUNDS MAY BE USED TO COVER THE COST OF TUITION, BOOKS, LAB AND INCIDENTAL COSTS. 770589 740517 KNOCKOUT HUNGER - THE KNOCKOUT HUNGER THROUGH CARESHELF PROGRAM RAISES FOOD DONATIONS AND DOLLARS TO BE RESTRICTED FOR CARESHELF PROGRAMS AT TRILOGY HEALTH FACILITIES. THE CARESHELF PROGRAM PROVIDES AN ADDITIONAL RESOURCE OF FOOD ITEMS TO THOSE STRUGGLING WITH FOOD INSECURITY. 192554 185040 OTHER - THE FOUNDATION DONATES TO VARIOUS LOCAL CHARITIES TO SUPPORT EDUCATIONAL EFFORTS FOR INDIVIDUALS THAT MEET CHARITABLE CLASS. THE FOUNDATION ALSO SPONSORS EMPLOYEE WELLNESS AND APPRECIATION PROGRAMS. 192554 185040 2415207 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 1 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 KY X ELIZABETH CLINGAMAN 5022137587 303 N HURSTBOURNE PKWY STE 200 LOUISVILLE KY 40222 X PAULIE SHIVELY CHAIRMAN 1.00 X X 0 0 0 KRISTIN WINGFIELD DIRECTOR 1.00 X 0 0 0 KRIS WILSON DIRECTOR 1.00 X 0 0 0 KARA SCHOTTER DIRECTOR 1.00 X 0 0 0 LAUREN HITRON SECRETARY 1.00 X X 0 0 0 MARK ERIKS VICE CHAIR 1.00 X X 0 0 0 MICHAEL KITCHEN DIRECTOR 1.00 X 0 0 0 JANET LIVELY MCCAULEY DIRECTOR 1.00 X 0 0 0 ELIZABETH CLINGAMAN FOUNDATION MANAGER 20.00 X 0 0 0 0 0 0 0 0 0 0 TRILOGY MANAGEMENT SERVICES 303 N HURSTBOURNE PARKWAY SUITE 2 LOUISVILLE KY 40222 MANAGEMENT SERVICES 393112 1 273792 2544640 45139 2818432 73091 73091 15352 0 15352 15352 15352 945824 968359 -22535 -22535 -22535 31187 273792 55834 -24647 -24647 OTHER INCOME 900099 46735 46735 46735 2906428 0 0 87996 155000 155000 2165955 2165955 393112 94252 289257 9603 6800 6800 9009 9009 4226 4226 4500 4500 20012 20012 13863 10397 3466 297 149 148 SUPPLIES 20256 15395 4861 MISCELLANEOUS 9179 6567 2612 DUES AND SUBSCRIPTIONS 801 801 2803010 2415207 362613 25190 352634 350229 3078 204294 262500 187500 141 155422 29432 126287 125990 1713519 1944815 2458018 2812969 103002 160272 103002 160272 X 2123764 2439445 231252 213252 2355016 2652697 2458018 2812969 103418 194263 0 X 1 X 0 1 0 X 3063569 2059565 2460401 2558297 2818432 12960264 3063569 2059565 2460401 2558297 2818432 12960264 723558 12236706 13895 14906 43385 74064 88443 234693 46735 46735 13241692 45139 0.92410 0.83780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1713519 231296 1944815 1750000 -36481 1713519 1.00000 0 0 125000 125000 30422 29432 990 125990 X PART V, LINE 4: BOARD DESIGNATED ENDOWMENT FOR FUTURE USE BY THE FOUNDATION. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE FOUNDATION FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE KENTUCKY OFFICE OF THE ATTORNEY GENERAL. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE COULD BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT DOES NOT BELIEVE THAT THE FOUNDATION HAS UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2025. AS OF DECEMBER 31, 2025, THE FOUNDATION DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN RECORDED FOR THE YEAR THEN ENDED. GOLF OUTING 304979 273792 31187 31787 1275 22772 304979 273792 31187 31787 1275 22772 55834 -24647 0 BOARD OF EDUCATION OF JEFFERSON COUNTY KENTUCKY PO BOX 34020 LOUISVILLE KY 402324020 616001316 501C3 25000 0 FINANCIAL FUNDING TO JCPS HOSA PROGRAM INDIANAPOLIS PRIVATE INDUSTRY COUNCIL INC 101 W WASHINGTON ST SUITE 1200 INDIANAPOLIS IN 46204 351569069 501C3 25000 0 SUPPORT YOUNG ADULTS ENROLLED IN HEALTHCARE TRAINING PROGRAMS IVY TECH FOUNDATION INC 50 W FALL CREEK PKWY NORTH DR INDIANAPOLIS IN 46208 237073977 501C3 20000 0 ASSIST STUDENTS ENROLLED IN HEALTHCARE PATHEAY WITH SOCIOECONOMIC AND EDUCATIONAL BARRIERS MUNCIE COMMUNITY SCHOOLS 4301 S COWAN ROAD MUNCIE IN 47302 356002674 10000 0 PROVIDE RESOURCES AND SUPPORT TO THE MUNCIE AREA CAREER CENTER'S CNA PROGRAM CROSSING NATIONAL INC 515 SOUTH MAIN STREET ELKHART IN 46516 260588186 501C3 25000 0 PURCHASE EQUIPMENT TO ENHANCE SAFETY AND WELL-BEING IN LEARNING FACILITIES. UNIVERSITY OF LOUISVILLE FOUNDATION INC 215 CENTRAL AVENUE SUITE 212 LOUISVILLE KY 40208 237078461 501C3 50000 0 SUPPORT THE TRILOGY HEALTH & UOFL COMMUNITY ENGAGEMENT MINIGRANTS INITIATICE 6 0 EMERGENCY ASSISTANCE PAYOUTS 1761 1218259 SCHOLARSHIP PAYMENTS 267 177139 SUSAN SAVINGS GRANT 4 18000 KNOCKOUT HUNGER 1000 740517 FAIR MARKET VALUE CARESHELF FOOD DONATIONS LIVE A DREAM 23 12040 TRILOGY HEALTH SERVICES LLC SUBSTANTIAL CONTRIBUTOR 15352 RENTAL INCOME 0 TRILOGY MANAGEMENT SERVICES SUBSTANTIAL CONTRIBUTOR 393112 PAYMENT OF MANAGEMENT SERVICES 0 X FOOD 0 45139 FAIR MARKET VALUE 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER; THEY ARE EMPLOYEES OR VENDORS OF TRILOGY WHICH IS A SUBSTANTIAL CONTRIBUTOR TO THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HIRES A MANAGEMENT COMPANY THAT RUNS THE DAY TO DAY ACTIVITIES. THE MANAGEMENT COMPANY IS RESPONSIBLE FOR THE STAFFING AND OPERATIONS OF THE ENTITY. THE MANAGEMENT COMPANY REPORTS TO THE BOARD OF DIRECTORS. ALL SIGNIFICANT OPERATING ACTIVITIES ARE VOTED ON BY THE BOARD. ELIZABETH CLINGMAN IS THE FOUNDATION MANAGER AND IS EMPLOYED BY TRILOGY MANAGEMENT SERVICES. HER COMPENSATION IS INCLUDED IN THE AMOUNT PAID IN PART VII, SECTION B. FORM 990, PART VI, SECTION A, LINE 8B THE TRILOGY FOUNDATION DOES NOT HAVE A COMMITTEE THAT IS AUTHORIZED TO ACT ON BEHALF OF THE EXECUTIVE BOARD. THEREFORE, THIS QUESTION IS NOT APPLICABLE. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990, INCLUDING REQUIRED SCHEDULES, IS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO THE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTERST POLICY: THE ORGANIZATION REGUARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY ANNUALLY DISTRIBUTING A QUESTIONAIRE THAT REQUIRES OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TO DISCLOSE INTERESTS THAT MAY GIVE RISE TO CONFLICTS. IF A CONFLUCT ARISES, THE POLICY PROVIDES PROCEDURES FOR ADDRESSING CONFLICTS TO ENSURE DECISIONS ARE MADE IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.