Nonprofit · EIN 20-5755082
TRILOGY HEALTH SERVICES FOUNDATION INC
Tax-exempt · LOUISVILLE, KY 40222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,906,428 | $2,803,010 | $103,418 | $2,812,969 | $160,272 | $2,652,697 |
| December 31, 2024 | 990 | $2,639,687 | $2,396,096 | $243,591 | $2,458,018 | $103,002 | $2,355,016 |
| December 31, 2023 | 990 | $2,515,126 | $1,972,721 | $542,405 | $2,236,690 | $54,308 | $2,182,382 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,818,432
- Program service revenue
- $0
- Investment income
- $50,556
- Net rental income
- $15,352
- Net gain from sales of assets
- -$22,535
- Net income from fundraising events
- -$24,647
- Other revenue
- $37,440
Expenses
- Grants and similar amounts paid
- $2,320,955
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $6,800
- Occupancy
- $20,012
- Travel
- $13,863
- Depreciation
- $297
- Program services (functional)
- $2,415,207
- Management and general (functional)
- $362,613
- Fundraising (functional)
- $25,190
Balance sheet and other
- Total assets, start of year
- $2,458,018
- Total assets, end of year
- $2,812,969
- Total liabilities, end of year
- $160,272
- Net assets, end of year
- $2,652,697
- Land, buildings and equipment
- $125,990
- Publicly traded securities
- $1,944,815
- Net assets without donor restrictions
- $2,439,445
- Net assets with donor restrictions
- $213,252
- Gross receipts
- $3,930,621
- Employees
- 0
- Volunteers
- 13
- Year formed
- 2007
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAULIE SHIVELY | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| KRISTIN WINGFIELD | DIRECTOR Trustee or director | 1 | $0 |
| KRIS WILSON | DIRECTOR Trustee or director | 1 | $0 |
| KARA SCHOTTER | DIRECTOR Trustee or director | 1 | $0 |
| LAUREN HITRON | SECRETARY Trustee or director, Officer | 1 | $0 |
| MARK ERIKS | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| MICHAEL KITCHEN | DIRECTOR Trustee or director | 1 | $0 |
| JANET LIVELY MCCAULEY | DIRECTOR Trustee or director | 1 | $0 |
| ELIZABETH CLINGAMAN | FOUNDATION MANAGER Officer | 20 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTIN WINGFIELD | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| PAULIE SHIVELY | DIRECTOR Trustee or director | 1 | $0 |
| KRIS WILSON | DIRECTOR Trustee or director | 1 | $0 |
| KARA SCHOTTER | DIRECTOR Trustee or director | 1 | $0 |
| LAUREN HITRON | DIRECTOR Trustee or director | 1 | $0 |
| MARK ERIKS | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL KITCHEN | DIRECTOR Trustee or director | 1 | $0 |
| ELIZABETH CLINGAMAN | FOUNDATION MANAGER Officer | 40 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL KITCHEN | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| PAULIE SHIVELY | DIRECTOR Trustee or director | 1 | $0 |
| KRIS WILSON | DIRECTOR Trustee or director | 1 | $0 |
| KRISTIN WINGFIELD | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 |
| CARRIE LIVELY | DIRECTOR Trustee or director | 1 | $0 |
| KARA SCHOTTER | DIRECTOR Trustee or director | 1 | $0 |
| LAUREN HITRON | DIRECTOR Trustee or director | 1 | $0 |
| MARK ERIKS | DIRECTOR Trustee or director | 1 | $0 |
| ELIZABETH CLINGAMAN | FOUNDATION MANAGER Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 303 N HURSTBOURNE PKWY STE 200, LOUISVILLE, KY 40222-5158
- In care of
- % LEIGH ANN BARNEY
- Principal officer (990 for 2025)
- ELIZABETH CLINGAMAN, 303 N HURSTBOURNE PARKWAY 200, LOUISVILLE, KY 40222
- Signed the 990
- ELIZABETH CLINGAMAN, FOUNDATION MANAGER
- Phone
- (502) 213-7587
- Return prepared by
- DEMING MALONE LIVESAY & OSTROFF PSC
Mission
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.
Program accomplishments
- 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.Expenses $1,267,732 · grants $1,218,259
- 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.Expenses $184,332 · grants $177,139
- 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.Expenses $770,589 · grants $740,517
- 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.Expenses $192,554 · grants $185,040
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-5755082
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $2,812,969
- Income (IRS master file)
- $3,930,621
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,906,428 | $2,803,010 | $2,812,969 | XML |
| 990 | December 2024 | $2,639,687 | $2,396,096 | $2,458,018 | IRS |
| 990 | December 2023 | $2,515,126 | $1,972,721 | $2,236,690 | XML |
| 990 | December 2022 | $2,121,005 | $1,730,166 | $1,773,535 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5755082).
Questions about TRILOGY HEALTH SERVICES FOUNDATION INC
- What is the EIN of TRILOGY HEALTH SERVICES FOUNDATION INC?
- The employer identification number (EIN) of TRILOGY HEALTH SERVICES FOUNDATION INC is 20-5755082.
- Is TRILOGY HEALTH SERVICES FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to TRILOGY HEALTH SERVICES FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TRILOGY HEALTH SERVICES FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TRILOGY HEALTH SERVICES FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRILOGY HEALTH SERVICES FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of TRILOGY HEALTH SERVICES FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names ELIZABETH CLINGAMAN.
- Who are the officers and directors of TRILOGY HEALTH SERVICES FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does TRILOGY HEALTH SERVICES FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,906,428, expenses of $2,803,010 and total assets of $2,812,969 at year end.
Other nonprofits in LOUISVILLE
- UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION INC EIN 61-1029626 · last filed 990 for 2025
- BELLARMINE UNIVERSITY EIN 61-0482955 · last filed 990 for 2025
- FAMILY INC EIN 46-1418469 · last filed 990 for 2025
- UNIVERSITY OF LOUISVILLE FOUNDATION INC EIN 23-7078461 · last filed 990 for 2025
- SPALDING UNIVERSITY EIN 61-0444780 · last filed 990 for 2025
- LOUISVILLE COLLEGIATE SCHOOL EIN 61-0449630 · last filed 990 for 2025
- CHRISTIAN ACADEMY OF LOUISVILLE INC EIN 61-0907309 · last filed 990 for 2025
- KENTUCKY COUNTRY DAY SCHOOL INC EIN 61-0731998 · last filed 990 for 2025