Trilogy Trust Foundation

EIN: 933610881 501(c)(3) Housing & Shelter

Los Angeles, CA

Total Revenue
$523,080
Total Expenses
$489,964
Total Assets
$34,009
Net Assets
$34,009
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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
2023
Legal Domicile
CA
Principal Officer
KRISTINA JONES
Tax Period
2024-01-01 to 2024-12-31

Trilogy Trust Foundation, founded in 2023, is a small nonprofit in the Housing & Shelter sector that reported $523K in total revenue in fiscal year 2024. Expenses of $490K left a modest 6% surplus.

Mission

Trilogy Trust Foundation empowers individuals and families facing financial hardship through grants mentorship and education. We prevent homelessness support recovery and fund entrepreneurship creating sustainable pathways to stability and opportunity through compassion resilience and community partnership.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $523,080
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $523,080

Expense Breakdown

Grants Paid $468,829
Salaries & Benefits $0
Fundraising Expenses $1,378
Program Expenses $480,267
Other Expenses $21,135
TOTAL EXPENSES $489,964

Year-over-Year Comparison

2024 2023 Change
Revenue $523,080 N/A N/A
Expenses $489,964 N/A N/A
Net Income $33,116 N/A N/A
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

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
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
1
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KRISTINA JONES CEO 10.00
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 $523,080 $489,964 $34,009 $33,116
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