TRILOGY INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

SUSAN DOIG

Phone

7735086100

Tax Period

2024-07-01 to 2025-06-30

TRILOGY INC, founded in 1971, is a mid-sized nonprofit that reported $66.1M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $61.7M left a modest 7% surplus.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $27,474,763 Revenue: $19,992,367

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.

Program 2

Expenses: $12,816,957 Revenue: $9,326,425

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 & JOHNSONDARTMOUTH 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.

Program 3

Expenses: $6,868,774 Revenue: $4,998,152

STABLE HOUSING IS A FUNDAMENTAL COMPONENT OF RECOVERY. TRILOGY'S RESIDENTIAL PROGRAMS PROVIDE COMPREHENSIVE HOUSING OPTIONS, FROM COMMUNITY-BASED SUPPORTED HOUSING TO 24-HOUR RESIDENTIAL SUPPORT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $25,453,887

Program Service Revenue $40,529,041

Investment Income $167,194

Other Revenue $-29,173

TOTAL REVENUE $66,120,949

Expense Breakdown

Grants Paid $2,988,321

Salaries & Benefits $47,423,062

Fundraising Expenses $1,093,172

Program Expenses $55,676,141

Other Expenses $11,253,281

TOTAL EXPENSES $61,664,664

Year-over-Year Comparison

	2024	2023	Change
Revenue	$66,120,949	$56,079,845	+0.2%
Expenses	$61,664,664	$51,621,869	+0.2%
Net Income	$4,456,285	$4,457,976	0.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

680

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,046,028

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAMIEN FLYNN	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
KIM CASEY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
SUSAN DOIG	CEO	40.00	Officer	$253,721	$23,770	$277,491
MATTHEW WHITE	COO	40.00	Officer	$188,527	$26,070	$214,597
LAURIE CARRIER	CHIEF MEDICAL OFFICER	40.00	Officer	$189,754	$12,372	$202,126
KATRINA WRIGHT	CHIEF HUMAN RESOURCES	40.00	Officer	$160,672	$20,221	$180,893
SARAH FLETCHER	CHIEF CLINICAL OFFICER	40.00	Officer	$161,054	$9,867	$170,921
JIM EVANOFF	TREASURER	2.00	Officer Director	$0	$0	$0
BRYAN KOMORNIK	SECRETARY	2.00	Officer Director	$0	$0	$0
JESSICA SIMEONE	PSYCHIATRIC MEDICAL DIRECT	32.00	Highest	$157,747	$14,443	$172,190
SHUNITA RHODES	SENIOR DIRECTOR FINANCE	40.00	Highest	$155,522	$13,268	$168,790
CAROLINE HOLMES	PSYCHIATRIST	32.00	Highest	$253,628	$13,825	$267,453
LIZA LICHTENFELD	PSYCHIATRIST	32.00	Highest	$235,934	$13,685	$249,619
NIKOLAOS KORIZIS	DIRECTOR	2.00	Director	$0	$0	$0
CARMEN GEORGE	PHD PSYCHOLOGIST	40.00	Highest	$120,404	$0	$120,404
KATHYE GOROSH	DIRECTOR	2.00	Director	$0	$0	$0
SHAM FIRDAUSI	DIRECTOR	2.00	Director	$0	$0	$0
ANTHONY MOORMAN	DIRECTOR	2.00	Director	$0	$0	$0
ERIN GRODNICK	DIRECTOR	2.00	Director	$0	$0	$0
JOHN JOYCE	DIRECTOR	2.00	Director	$0	$0	$0
EVAN HENSCHEL	DIRECTOR	2.00	Director	$0	$0	$0
ANA MARIA MATTA	DIRECTOR	2.00	Director	$0	$0	$0
BRANDEN ROWE	DIRECTOR	2.00	Director	$0	$0	$0
BOB TENUTA	DIRECTOR	2.00	Director	$0	$0	$0
SUZANNE BELINSON	DIRECTOR	2.00	Director	$0	$0	$0
NELA HAYES	DIRECTOR	2.00	Director	$0	$0	$0
LETITIA PARKER	DIRECTOR	2.00	Director	$0	$0	$0
LISA LACKEY	DIRECTOR AS OF - 2/2025	2.00	Director	$0	$0	$0
DONALD BRUMFIELD	DIRECTOR AS OF - 2/2025	2.00	Director	$0	$0	$0
TRISTA MAUSOLF	DIRECTOR AS OF - 2/2025	2.00	Director	$0	$0	$0
ANITA OPDYCKE	DIRECTOR AS OF - 2/2025	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$66,120,949	$61,664,664	$32,031,256	$4,456,285
2024	No data	No data	No data	No data
2023	$50,766,999	$46,021,620	$20,972,948	$4,745,379
2022	$38,855,480	$39,606,257	$15,390,124	$-750,777
2021	$37,860,177	$32,834,229	$15,123,363	$5,025,948
2020	$26,703,612	$25,744,838	$13,810,158	$958,774
2019	$26,549,968	$25,869,217	$8,218,876	$680,751
2018	$25,561,000	$24,348,989	$7,397,287	$1,212,011