Trilogy

Legal name: Trilogy Inc

Nonprofit profile at a glance

EIN
362795409
IRS 990 coverage
2011–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024, Form 990-T 2024
Location
Chicago, IL, USA
Phone
773.508.6100
Rating
87
Verdict
STRONG
Rating confidence
Standard

Official website

Reported finances

Revenue
$66,120,949
Expenses
$61,664,664
Assets
$32,031,256
Liabilities
$7,904,632

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

31 people listed

Executive titles in this filing

  • SUSAN DOIG (CEO)

Highest reported compensation

  • SUSAN DOIG (CEO): $277,491 total reported compensation
  • CAROLINE HOLMES (PSYCHIATRIST): $267,453 total reported compensation
  • LIZA LICHTENFELD (PSYCHIATRIST): $249,619 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To enable people in mental health recovery to build meaningful and independent lives through comprehensive and integrated care.

What it reported doing in 2024

Trilogy's intake services comprise all departments that are the first point of contact with the agency for members of the community looking to engage in services. The intake department utilizes the same day access model which allows clients to walk in and have contact with a clinician and complete their assessment the moment they are ready to receive support, maximizing an individual's readiness for change. The front door diversion program serves individuals discharging from long-term institutional living facilities and hospitals to immediate housing and mental health services in the community. Several smaller programs funded by next level health partners and evanston mental health board allow trilogy to engage and assess individuals seeking services in limited geographical or otherwise defined service areas. Total intake services expense is $6,451,094.recovery services provides support to people who require case management and support to live independently. Clients work with their recovery counselor to identify personal recovery goals and create a roadmap to achieve them. Depending on their goals, clients may receive support with managing medication, securing benefits, grocery shopping, and more. In addition, the recovery services team advocates on behalf of clients when needed. Total recovery services expense is $2,064,554.

Operating model

Revenue model
Other-operating. 61% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 95% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 90
  • Accountability: 95
  • Sustainability: 47
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 84.2%; rating input score 84
  • Program expense ratio: 90.3%; rating input score 90
  • Fundraising efficiency: $23.28 raised per $1 spent on fundraising; rating input score 61; 61st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.7%; rating input score 95; 33rd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 77th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 6.7%; rating input score 63; 63rd percentile among comparable filings
  • Total-asset coverage ratio: 0.52; rating input score 19; 19th percentile among comparable filings
  • Liabilities to assets ratio: 0.25; rating input score 62; 62nd percentile among comparable filings
  • Officer compensation ratio: 3.3%; rating input score 34; 34th percentile among comparable filings

Growth

  • Program expense growth: 13.9% per year; rating input score 100; 85th percentile among comparable filings
  • Revenue growth: 14.4% per year; rating input score 100; 88th percentile among comparable filings
  • Asset growth: 16.3% per year; rating input score 100; 88th percentile among comparable filings

Details

  • What they do: 7 programs and campaigns described on the official site · 10 operating locations identified
  • Where the money goes: 84.2% of revenue deployed · 90.3% of spending went to programs
  • Governance: 21 of 21 board members independent · 8 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $55.7M in reported program spending
  • Leadership: top reported pay $277K · 31 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $2.2M reported
  • Consistency: 38 of 39 current checks pass · 1 finding to review
  • Schedules: 10 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 10 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Sustainability: Total-asset coverage ratio scored 19/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Moderate — Sustainability: Officer compensation ratio scored 34/100.
  • Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
  • High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.