2024-05-15T13:29:50-05:00 2023-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2023-01-01 205755082 TRILOGY HEALTH SERVICES FOUNDATION INC TRIL 5022137587 303 N HURSTBOURNE PARKWAY 200 LOUISVILLE KY 40222 ELIZABETH CLINGAMAN FOUNDATION MANAGER 5022137587 2024-05-09 1 ELIZABETH CLINGAMAN 999009999 0 SARAH K ANTLE P01391676 5024269660 2024-05-09 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z ELIZABETH CLINGAMAN 303 N HURSTBOURNE PARKWAY 200 LOUISVILLE KY 40222 2570986 0 X HTTPS://THETRILOGYFOUNDATION.ORG X 2007 KY THE MISSION OF THE TRILOGY HEALTH SERVICES FOUNDATION IS TO IMPROVE THE LIVES OF CURRENT AND FUTURE TRILOGY HEALTH SERVICES EMPLOYEES THROUGH EDUCATIONAL SCHOLARSHIPS, EMERGENCY ASSISTANCE DURING CRISIS OR NATURAL DISASTERS, AND REDUCE FOOD INSECURITY THROUGH OUR CARESHELF. 8 8 0 50 0 0 2059565 2460401 0 0 88148 27702 -26708 27023 2121005 2515126 1111189 1381147 0 0 0 0 0 0 20652 618977 591574 1730166 1972721 390839 542405 1773535 2236690 133558 54308 1639977 2182382 X THE MISSION OF THE TRILOGY HEALTH SERVICES FOUNDATION IS TO IMPROVE THE LIVES OF CURRENT AND FUTURE TRILOGY HEALTH SERVICES EMPLOYEES THROUGH EDUCATIONAL SCHOLARSHIPS, EMERGENCY ASSISTANCE DURING CRISIS OR NATURAL DISASTERS, AND REDUCE FOOD INSECURITY THROUGH OUR CARESHELF. 0 0 810865 672722 EMERGENCY ASSISTANCE - DUE TO THE NATURAL DISASTERS AND PERSONAL TRAGEDIES, THE FOUNDATION OFFERS ASSISTANCE TO TRILOGY HEALTH EMPLOYEES DURING TIMES OF CRISIS. FINANCIAL RESOURCES ARE PROVIDED TO HELP OFFSET EXPENSES SUCH AS TEMPORARY HOUSING, FOOD, CLOTHING AND TRANSPORTATION.THE COMPANY AWARDED 1,670 EMERGENCY ASSISTANCE GRANTS THAT WERE USED FOR MEDICAL CRISIS, PROPERTY LOSSES AND OTHER UNEXPECTED FINANCIAL NEEDS. 317156 255444 EMPLOYEE SCHOLARSHIPS - THE PURPOSE OF THIS PROGRAM IS TO EMPOWER TRILOGY HEALTH EMPLOYEES TO EXPAND THEIR EDUCATION THEREBY ACHIEVING HIGHER LEVELS OF PERSONAL FULFILLMENT AND INCREASED JOB SATISFACTION. THE FUNDS MAY BE USED TO COVER THE COST OF TUITION, BOOKS, LAB AND INCIDENTAL COSTS. 397368 329052 KNOCKOUT HUNGER - THE KNOCKOUT HUNGER THROUGH CARESHELF PROGRAM RAISES FOOD DONATIONS AND DOLLARS TO BE RESTRICTED FOR CARESHELF PROGRAMS AT TRILOGY HEALTH FACILITIES. THE CARESHELF PROGRAM PROVIDES AN ADDITIONAL RESOURCE OF FOOD ITEMS TO THOSE STRUGGLING WITH FOOD INSECURITY. 125917 123929 PUBLIC CHARITIES - THE FOUNDATION DONATES TO VARIOUS LOCAL CHARITIES TO SUPPORT EDUCATIONAL EFFORTS FOR INDIVIDUALS THAT MEET CHARITABLE CLASS. (JCPS, YOUTHBUILDS, CATHOLIC CHARITIES) 125917 123929 1651306 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 1 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 KY X PAULIE SHIVELY 5022137587 303 N HURSTBOURNE PKWY STE 200 LOUISVILLE KY 40222 X MICHAEL KITCHEN CHAIRMAN 1.00 X X 0 0 0 PAULIE SHIVELY DIRECTOR 1.00 X 0 0 0 KRIS WILSON DIRECTOR 1.00 X 0 0 0 KRISTIN WINGFIELD VICE CHAIRMAN 1.00 X X 0 0 0 CARRIE LIVELY DIRECTOR 1.00 X 0 0 0 KARA SCHOTTER DIRECTOR 1.00 X 0 0 0 LAUREN HITRON DIRECTOR 1.00 X 0 0 0 MARK ERIKS DIRECTOR 1.00 X 0 0 0 ELIZABETH CLINGAMAN FOUNDATION MANAGER 40.00 X 0 0 0 0 0 0 0 0 0 0 TRILOGY MANAGEMENT SERVICES 303 N HURSTBOURNE PARKWAY SUITE 2 LOUISVILLE KY 40222 MANAGEMENT SERVICES 398804 1 185724 2274677 66190 2460401 27702 27702 15683 0 15683 15683 15683 67200 185724 55860 11340 11340 2515126 0 0 54725 85000 85000 1296147 1296147 404610 202305 202305 1868 1868 17783 17783 18440 18440 20652 20652 19400 19400 24525 24525 297 297 1893 1893 EMPLOYEE WELLNESS 43911 43911 EMPLOYEE APPRECIATION 21955 21955 MISCELLANEOUS 6597 1988 4609 SUPPLIES 6138 6138 3505 3505 1972721 1651306 300763 20652 446345 405358 1200026 1517249 187500 155422 28839 126881 126583 283 0 1773535 2236690 133558 54308 133558 54308 X 1639852 2182382 125 0 1639977 2182382 1773535 2236690 542405 0 X 0 0 0 X 2696729 3109859 3063569 2059565 2460401 13390123 2696729 3109859 3063569 2059565 2460401 13390123 1976557 11413566 13380 41222 13895 14906 43385 126788 13516911 0.84440 0.81300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125000 125000 30422 28839 1583 126583 GOLF OUTING 252924 185724 67200 40649 15211 252924 185724 67200 40649 15211 55860 11340 0 JUNIOR ACHIEVEMENT OF KENTUCKIANA 1401 W MUHAMMAD ALI BLVD LOUISVILLE KY 40203 610476694 501C3 5000 0 FINANCIAL FUNDING TO JA PROGRAM YOUNG ADULT DEVELOPMENT IN ACTION INC 800 S PRESTON STREET LOUISVILLE KY 40203 611374470 501C3 25000 0 FINANCIAL FUNDING TO YBL'S CNA PROGRAM BOARD OF EDUCATION OF JEFFERSON COUNTY KENTUCKY PO BOX 34020 LOUISVILLE KY 402324020 616001316 25000 0 FINANCIAL FUNDING TO JCPS/S HOSA PROGRAM CATHOLIC CHARITIES OF LOUISVILLE INC 2911 S 4TH ST LOUISVILLE KY 40208 611239600 501C3 25000 0 FINANCIAL FUNDING TO CATHOLIC CHARITIES' COMMON TABLE PROGRAM 3 1 EMERGENCY ASSISTANCE PAYOUTS 1670 664722 SCHOLARSHIP PAYMENTS 563 255444 SUSAN SAVINGS GRANT 4 8000 KNOCKOUT HUNGER 1000 329052 FAIR MARKET VALUE CARESHELF FOOD DONATIONS LIVE A DREAM 30 38929 TRILOGY MANAGEMENT SERVICES LLC SUBSTANTIAL CONTRIBUTOR 398804 PAYMENT OF MANAGEMENT SERVICES 0 TRILOGY HEALTH SERVICES LLC SUBSTANTIAL CONTRIBUTOR 15683 RENTAL INCOME 0 X FOOD 0 66190 FAIR MARKET VALUE 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER; THEY ARE EMPLOYEES OR VENDORS OF TRILOGY WHICH IS A SUBSTANTIAL CONTRIBUTOR TO THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HIRES A MANAGEMENT COMPANY THAT RUNS THE DAY TO DAY ACTIVITIES. THE MANAGEMENT COMPANY IS RESPONSIBLE FOR THE STAFFING AND OPERATIONS OF THE ENTITY. THE MANAGEMENT COMPANY REPORTS TO THE BOARD OF DIRECTORS. ALL SIGNIFICANT OPERATING ACTIVITIES ARE VOTED ON BY THE BOARD. ELIZABETH CLINGMAN IS THE FOUNDATION MANAGER AND IS EMPLOYED BY TRILOGY MANAGEMENT SERVICES. HER COMPENSATION IS INCLUDED IN THE AMOUNT PAID IN PART VII, SECTION B. FORM 990, PART VI, SECTION A, LINE 8B THE TRILOGY FOUNDATION DOES NOT HAVE A COMMITTEE THAT IS AUTHORIZED TO ACT ON BEHALF OF THE EXECUTIVE BOARD. THEREFORE, THIS QUESTION IS NOT APPLICABLE. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990, INCLUDING REQUIRED SCHEDULES, IS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO THE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTERST POLICY: THE ORGANIZATION REGUARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY ANNUALLY DISTRIBUTING A QUESTIONAIRE THAT REQUIRES OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TO DISCLOSE INTERESTS THAT MAY GIVE RISE TO CONFLICTS. IF A CONFLUCT ARISES, THE POLICY PROVIDES PROCEDURES FOR ADDRESSING CONFLICTS TO ENSURE DECISIONS ARE MADE IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.