2023-04-19T19:11:10-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 1301 WEST 22ND STREET SUITE 1100 OAK BROOK IL 60523 990 2021-07-01 362795409 TRILOGY INC TRIL 7735086100 1400 WEST GREENLEAF CHICAGO IL 60626 SUSAN DOIG INTERIM CEO 7735086100 2023-04-05 1 SUSAN DOIG 999009999 CHRIS MANDERFIELD P01238973 6305738600 2023-04-05 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z SUSAN DOIG 1400 WEST GREENLEAF CHICAGO IL 60626 38900140 0 X WWW.TRILOGYINC.ORG X 1971 IL TO SUPPORT PEOPLE IN THEIR RECOVERY FROM SERIOUS MENTAL ILLNESS. 15 15 552 29 1130 130 18810449 17888409 18943875 20748145 -84902 14418 190755 204508 37860177 38855480 1418924 1940578 0 0 26521986 32183651 0 0 375258 4893319 5482028 32834229 39606257 5025948 -750777 15123363 15390124 4082206 5099744 11041157 10290380 X TRILOGY'S MISSION IS TO SUPPORT PEOPLE IN THEIR RECOVERY FROM MENTAL ILLNESS BY HELPING THEM DISCOVER AND RECLAIM THEIR CAPABILITIES, LIFE DIRECTION AND WELL-BEING 0 0 20291639 1258739 16015406 OUTREACH SERVICES: TRILOGY'S OUTREACH SERVICES INCLUDING ASSERTIVE COMMUNITY TREATMENT (ACT) AND COMMUNITY SUPPORT TEAM (CST) EMPLOY AN "EVIDENCE BASED AND "BEST PRACTICES" TEAM APPROACH TO MENTAL HEALTH TREATMENT AND ARE DESIGNED TO PROVIDE FULL COMMUNITY ENGAGEMENT, CRISES ASSESSMENT AND INTERVENTION, AND OUTREACH SERVICES THROUGHOUT THE CITY OF CHICAGO AND NEAR NORTH SUBURBS. THESE TEAMS PROVIDE SERVICES FOR PERSONS LIVING WITH SERIOUS MENTAL ILLNESS WHO PRESENT WITH AN IMMEDIATE NEED FOR SERVICE DUE TO ACUTE PSYCHIATRIC DECOMPENSATION OR SITUATIONAL EMERGENCIES. THEY PROVIDE LINKAGE TO CRISIS SERVICES FOR RESIDENTS, OTHER SERVICE PROVIDERS, LAW ENFORCEMENT, COMMUNITIES OF FAITH, ETC. 4848027 120461 2813457 OUTPATIENT SERVICES: TRILOGY PROVIDES A WIDE ARRAY OF OUTPATIENT SERVICES INCLUDING: INTEGRATED DUAL DISORDER TREATMENT - A PROGRAM WHICH SERVES PEOPLE WITH CO-OCCURRING DISORDERS BY COMBINING SUBSTANCE USE SERVICES WITH MENTAL HEALTH SERVICES; TRILOGY'S NATIONALLY RECOGNIZED SUPPORTED EMPLOYMENT PROGRAM - TRILOGY IS A LEARNING PARTNER IN THE JOHNSON & JOHNSON DARTMOUTH COMMUNITY MENTAL HEALTH PROGRAM, ALSO CALLED THE INDIVIDUAL PLACEMENT AND SUPPORT (IPS) SUPPORTED EMPLOYMENT LEARNING COLLABORATIVE. THE IPS MODEL FOR SUPPORTED EMPLOYMENT IS THE MOST PROGRESSIVE, EVIDENCE-BASED MODEL TO BE OFFERED TO INDIVIDUALS MENTAL ILLNESS AND IS AVAILABLE TO ALL TRILOGY CLIENTS. 2838721 561377 2100757 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. 4961233 RECOVERY SERVICES, MEDICAL SERVICES AND HOUSING 4961233 32939620 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 81 0 552 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X THE ORGANIZATION 7735086100 1400 WEST GREENLEAF CHICAGO IL 60626 AIMEE FEUSER CHAIR 2.00 X X 0 0 0 BRETT COCHRANE PRIOR BOARD SECRETARY 2.00 X X 0 0 0 ANGELA HAINSWORTH DIRECTOR 2.00 X X 0 0 0 STEPHEN FATUM PRIOR BOARD PRESIDENT 2.00 X X 0 0 0 SUSAN FICKLING FINANCE CHAIR 2.00 X 0 0 0 AKHIL WAGH DIRECTOR 2.00 X 0 0 0 VICTORIA FANCHER DIRECTOR 2.00 X 0 0 0 SUE LAUE DIRECTOR 2.00 X 0 0 0 YINKA OWOLABI DIRECTOR 2.00 X 0 0 0 KIMBERLY CASEY DIRECTOR 2.00 X 0 0 0 LATOYA LEWIS DIRECTOR 2.00 X 0 0 0 JOHN JOYCE SECRETARY 2.00 X X 0 0 0 CHRISTINE SCHOEFF DIRECTOR 2.00 X 0 0 0 BRIAN KOMORNIK DIRECTOR 2.00 X 0 0 0 KIRSTIN SAFAKAS DIRECTOR 2.00 X 0 0 0 JULIETA PEREZ DIRECTOR 2.00 X 0 0 0 SAMANTHA HANDLEY PRESIDENT AND CEO 40.00 X 214927 0 14212 RICHARD ADELMAN CFO 40.00 X 133006 0 2344 SUSAN DOIG CHIEF CLINICAL OFFICER 40.00 X 127631 0 13345 AMANDA RANKIN COO 40.00 X 129744 0 15511 JULIA WRIGHT CHIEF TRANSFORMATION MEDICAL OFFICER 32.00 X 101823 0 0 JESSICA SIMEONE PSYCHIATRIC NURSE PRACTITIONER 32.00 X 113693 0 6419 820824 0 51831 6 0 1 0 ACCESS LIVING OF METROPOLITAN CHICAGO 115 WEST CHICAGO AVE CHICAGO IL 60654 CONTRACT PROGRAM SERVICES 813052 LUTHERAN SOCIAL SERVICES OF ILLINOIS 1001 E TOUHY AVE STE 50 DES PLAINES IL 60018 CONTRACT PROGRAM SERVICES 676821 NAMI CHICAGO 1801 W WARNER AVE CHICAGO IL 60613 CONTRACT PROGRAM SERVICES 491711 GLEASON HEATING AND AIR CONDITIONING 1246 KARL CT WAUCONDA IL 60084 HEATING AND AIR CONDITIONING 394923 RUSH UNIVERSITY 600 S PAULINA ST 440 CHICAGO IL 60612 CONTRACT NURSES 330906 10 122706 15475072 2290631 65539 17888409 FEES FOR SERVICE 623990 20748145 20748145 20748145 14418 14418 67692 23008 44684 44684 1130 43554 0 122706 21652 -21652 -21652 OTHER INCOME 900099 122321 122321 HUMAN SERVICES 900099 53960 53960 RECORDS FEES 900099 5195 5195 181476 38855480 20929621 1130 36320 1940578 1940578 964765 800755 154362 9648 26418072 22474657 3679235 264180 3049228 2591844 426892 30492 1751586 1488848 245222 17516 126968 126968 27413 3667 17365 6381 694670 100020 592524 2126 1774836 1490559 281004 3273 296267 288015 8143 109 49278 1232 27474 20572 22479 22479 238050 131364 105764 922 TELEPHONE 794643 674115 113185 7343 EQUIPMENT AND MAINTENAN 712453 596311 108967 7175 TRAINING AND DEVELOPMEN 203816 83059 120646 111 SUPPLIES 130880 105043 25066 771 410275 169553 236083 4639 39606257 32939620 6291379 375258 7905941 6643657 4841168 4129313 82285 51178 207818 237512 8267830 4157598 1867919 4110232 218232 218232 15123363 15390124 2451060 3351003 913079 695883 17709 368495 700358 684363 4082206 5099744 X 10915757 10215380 125400 75000 11041157 10290380 15123363 15390124 -750777 0 X 0 1 X 1 1 1 X 5491704 6002055 7758232 15519549 17888409 52659949 19899902 20382559 18770360 18943875 20748145 98744841 25391606 26384614 26528592 34463424 38636554 151404790 0 0 0 151404790 25804 6934 59071 13085 14418 119312 32252 31169 63421 58056 6934 90240 13085 14418 182733 131594 127029 134843 170028 181476 744970 25581256 26518577 26753675 34646537 38832448 152332493 0.99390 0.99340 0.00120 0.00140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 517028 517028 6419600 2914535 3505065 1307997 1243063 64934 23205 23205 4110232 DEFERRED LEASE OBLIGATION 368495 REFUNDABLE GRANTS 315868 684363 X PART IV, LINE 2B: THE ORGANIZATION IS APPOINTED BY CERTAIN OF ITS CLIENTS OR THEIR LEGAL GUARDIANS TO ACT AS CUSTODIAN AND DISBURSING AGENT FOR CERTAIN FUNDS, GENERALLY CONSISTING OF PAYMENTS FROM FEDERALLY SPONSORED ASSISTANCE PROGRAMS SUCH AS SOCIAL SECURITY. FUNDS ARE DISBURSED FOR THE BENEFIT OF THE INDIVIDUAL CLIENT PURSUANT TO THE UNDERLYING AGREEMENT WITH THE CLIENT AND/OR GUARDIAN. PART X, LINE 2: TRILOGY, INC. IS A NONPROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE ORGANIZATION WAS NOT REQUIRED TO RECORD A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. GALA 122706 122706 21652 122706 122706 21652 21652 -21652 1 CLIENT ASSISTANCE 3530 1940578 FAIR MARKET VALUE RENT, HOUSING, FOOD, TRANSPORTATION, MEDICATIONS, FURNITURE PART I, LINE 2: TRILOGY IS BROKEN INTO FUNCTIONING DEPARTMENTS. THESE DEPARTMENTS COLLECT COSTS ASSOCIATED WITH PAYROLL, FRINGES AND DIRECT SUPPORT (INCLUDING RENT FOR HOUSING PAID ON BEHALF OF CLIENTS/INDIVIDUALS), TO ACHIEVE A FUNCTIONAL PURPOSE OR SERVE A SPECIFIC PROGRAM. AT THE END OF THE REPORTING CYCLE, EXPENSES ARE REPORTED BY DEPARTMENT, WHICH CAN BE BROKEN DOWN TO PAYROLL, FRINGE AND RELATED DIRECT EXPENSES (INCLUDING RENT OR HOUSING COSTS). THESE COSTS ARE AGGREGATED FOR THE YEAR AND REPORTED IN OUR INTERIM FINANCIALS AND IN ANY REQUIRED GRANT REPORTING FOR THESE SPECIFIC PROGRAMS. WHEN A PROGRAM RECEIVES GRANT FUNDING, INDIRECT OVERHEAD MAY ALSO BE INCLUDED IN TOTAL EXPENDITURES, AT AN APPROVED ALLOCATION RATE. THE SUM OF SPECIFIC DIRECT COSTS PLUS APPLICABLE OVERHEAD, EQUALS TOTAL PROGRAM RELATED EXPENDITURES. X X X X X 0 0 0 0 0 0 0 0 0 SAMANTHA HANDLEY PRESIDENT AND CEO 214927 0 0 0 0 0 0 0 14212 0 229139 0 0 0 X 3617 65539 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B IT IS THE OPERATING POLICY OF TRILOGY THAT THE FINANCE COMMITTEE, AS AN EXTENSION OF THE FULL BOARD, SHALL BE PRESNTED WITH DRAFT COPIES OF OUR TAX RETURNS (INCLUDING IRS FORM 990 AND RELATED SCHEDULES) WITH SUFFICIENT TIME AHEAD OF THE ANNUAL FILING DEADLINE TO REVIEW AND ASK QUESTIONS OF THE CFO AND THE AUDIT FIRM. THE PURPOSE OF THE FINANCE COMMITTEE REVIEW IS TO ASSESS AND DETERMINE THAT THE TAX DOCUMENTS HAVE BEEN PREPARED IN A THOROUGH, TIMELY AND ACCURATE MANNER. ALL QUESTIONS AND CONCERNS OF THE FINANCE COMMITTEE WILL BE ANSWERED PROMPTLY BY THE CFO AND THE AUDIT FIRM, AND, RESPONSES WILL BE REFLECTED IN THE FINAL FORM 990 AND RELATED SCHEDULES. THE FINAL TAX DOCUMENTS, HAVING BEEN REVIEWED BY THE FINANCE COMMITTEE, WILL BE SIGNED BY TRILOGY'S EXECUTIVES (CEO AND/OR CFO, AS APPROPRIATE) AND FILED BY THE STATUATORY DUE DATE, AS EXTENDED. ADDITIONALLY, EACH MEMBER OF THE BOARD OF DIRECTORS WILL RECEIVE A COPY OF THE UNREDACTED FORM 990 AND RELATED SCHEDULES, VIA EMAIL OR VIA ACCESS TO A SHARED PORTAL CONTAINING THE FINAL DOCUMENTS TO BE FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE AND IF ANY PARTIES BECOME AWARE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, MUST NOTIFY THE PRESIDENT/CEO IN WRITING. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE, LED BY THE BOARD PRESIDENT, TAKES THE LEADERSHIP ROLE IN ASSESSING THE PERFORMANCE OF THE CEO FOR THE PRECEDING FISCAL YEAR, AND, GENERALLY PREPARES A PROPOSAL FOR A FINANCIAL INCENTIVE COMMENSURATE WITH THE ACHIEVEMENTS OF THE PRIOR YEAR. SOME DOCUMENTS WHICH MAY BE USEFUL IN ASSESSING PERFORMANCE MAY BE PROVIDED BY VARIOUS MEMBERS OF THE LEADERSHIP TEAM, INCLUDING FINAL AUDITED RESULTS (PROVIDED BY THE CFO OR THE EXTERNAL AUDITORS). VARIOUS DOCUMENTS MAY BE SUPPLIED BY THE VP OF HR OR THE CHIEF OPERATING OFFICER INCLUDING 360 REVIEW OF CEO COMPLETED BY BOARD MEMBERS; EMPLOYEE RETENTION REPORT SUMMARIES; CLIENT SATISFACTION AND STAFF SATISFACTION SURVEY RESULTS; PRODUCTIVITY REPORTS ON DIRECT SERVICE STAFF; AND, HISTORICAL COMPENSATION REPORTS FOR THE CEO. ADDITIONAL REPORTS MAY BE SUPPLIED BY THE CEO OR COO, INCLUDING PROGRESS CHART CONTRASTING STRATEGIC PLAN ACHIEVEMENTS AGAINST THE ORIGINAL STRATEGIC PLAN INITIATIVES. THE REVIEW PROCESS SHOULD BE ORGANIZED AND COORDINATED TO START IN THE 2ND QUARTER OF THE NEW FISCAL YEAR AND CONCLUDE WITH RECOMMENDATIONS TO THE FULL BOARD BY MIDDLE OF THE 3RD QUARTER OF THE NEW FISCAL YEAR. SINCE THE BOARD ONLY MEETS SIX TIMES A YEAR, TIMING OF THE PROPOSAL TO THE BOARD, SHOULD OCCUR NO LATER THAN MID-MARCH OR EARLY APRIL OF THE NEW FISCAL YEAR. ANY FINAL INCENTIVE RECOMMENDATION MUST BE PRESENTED TO AND APPROVED BY THE FULL BOARD, BEFORE THE ACTUAL INCENTIVE CAN BE DISBURSED. IF THE SALARY OF THE CEO IS TO BE INCREASED AS A RESULT OF THIS REVIEW, SUCH INCREASE WILL BE MADE EFFECTIVE AND APPLIED RETROACTIVELY TO EITHER JANUARY 1, OR, THE ANNIVERSARY DATE OF THE CEO BEING ELEVATED INTO THE CURRENT POSITION. FORM 990, PART VI, SECTION C, LINE 19 TRILOGY, INC. MAKES ITS ANNUAL REPORT AVAILABLE ON THE WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. TRILOGY FOUNDATION 1400 W GREENLEAF AVE CHICAGO IL 60626 200285732 SUPPORT TRILOGY, INC. IL 501(C)(3) LINE 12A, I TRILOGY INC 1 TRILOGY CLARK ESTES LLC 1400 W GREENLEAF AVE CHICAGO IL 60626 352615996 REAL ESTATE IL TRILOGY INC C 178232 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0