TRILOGYEMBERS OF MARSHALLTOWN IA INC (EIN 411942588) - Form 990 Financial Analysis & Trantor Score

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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

1999

Legal Domicile

Principal Officer

BRADLEY L LEE

Phone

6417547000

Tax Period

2024-01-01 to 2024-12-31

TRILOGYEMBERS OF MARSHALLTOWN IA INC, founded in 1999, is a community nonprofit in the Housing & Shelter sector that reported $2.4M in total revenue in fiscal year 2024. Expenses of $2.1M left a modest 14% surplus.

Mission

PROVIDING HOUSING FOR SENIORS

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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 $0

Program Service Revenue $2,372,822

Investment Income $32,384

Other Revenue $9,327

TOTAL REVENUE $2,414,533

Expense Breakdown

Grants Paid $0

Salaries & Benefits $663,641

Fundraising Expenses $0

Program Expenses $1,945,743

Other Expenses $1,422,564

TOTAL EXPENSES $2,086,205

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,414,533	$2,369,259	+0.0%
Expenses	$2,086,205	$2,171,800	0.0%
Net Income	$328,328	$197,459	+0.7%

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

N/A

Employees

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA LEE	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JOE DAHIR	DIRECTOR	0.50	Director	$0	$0	$0
KATHY CAIN	DIRECTOR	0.50	Director	$0	$0	$0
BRADLEY L LEE	PRESIDENT	25.00	Officer	$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
2024	$2,414,533	$2,086,205	$3,093,037	$328,328
2023	$2,369,259	$2,171,800	$2,980,013	$197,459
2022	$2,229,350	$2,090,779	$2,988,613	$138,571
2021	$2,018,150	$2,095,179	$3,076,151	$-77,029
2020	$2,045,971	$1,973,570	$3,506,648	$72,401
2019	$1,980,233	$1,993,402	$3,467,903	$-13,169
2018	$1,885,178	$1,870,797	$5,086,212	$14,381

TRILOGYEMBERS OF MARSHALLTOWN IA INC