Nonprofit · EIN 41-1942588
TRILOGY-EMBERS OF MARSHALLTOWN IA INC
Tax-exempt · MARSHALLTOWN, IA 50158
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,438,118 | $2,160,494 | $277,624 | $3,131,590 | $2,654,837 | $476,753 |
| December 31, 2024 | 990 | $2,414,533 | $2,086,205 | $328,328 | $3,093,037 | $2,893,908 | $199,129 |
| December 31, 2023 | 990 | $2,369,259 | $2,171,800 | $197,459 | $2,980,013 | $3,109,212 | -$129,199 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,404,375
- Investment income
- $28,284
- Other revenue
- $5,459
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $566,004
- Salaries, compensation and benefits (total)
- $675,439
- Professional fundraising fees
- $0
- Accounting fees
- $8,500
- Travel
- $7,627
- Depreciation
- $310,518
- Program services (functional)
- $2,002,146
- Management and general (functional)
- $158,348
Balance sheet and other
- Total assets, start of year
- $3,093,037
- Total assets, end of year
- $3,131,590
- Total liabilities, end of year
- $2,654,837
- Net assets, end of year
- $476,753
- Land, buildings and equipment
- $1,435,716
- Net assets without donor restrictions
- $476,753
- Gross receipts
- $2,438,118
- Employees
- 36
- Volunteers
- 0
- Year formed
- 1999
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA LEE | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| JOE DAHIR | DIRECTOR Trustee or director | 0.5 | $0 |
| KATHY CAIN | DIRECTOR Trustee or director | 0.5 | $0 |
| BRADLEY L LEE | PRESIDENT Officer | 25 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA LEE | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| JOE DAHIR | DIRECTOR Trustee or director | 0.5 | $0 |
| KATHY CAIN | DIRECTOR Trustee or director | 0.5 | $0 |
| BRADLEY L LEE | PRESIDENT Officer | 25 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA LEE | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| JOE DAHIR | DIRECTOR Trustee or director | 0.5 | $0 |
| KATHY CAIN | DIRECTOR Trustee or director | 0.5 | $0 |
| BRADLEY L LEE | PRESIDENT Officer | 25 | $0 |
Address and contacts
- Address (IRS master file)
- 1211 W STATE STREET, MARSHALLTOWN, IA 50158-5469
- In care of
- % DONNA B LEE
- Principal officer (990 for 2025)
- BRADLEY L LEE, 14004 N 8TH PLACE, PHOENIX, AZ 85022
- Signed the 990
- BRADLEY L LEE, PRESIDENT
- Phone
- (641) 754-7000
- Return prepared by
- BLACKMAN & ASSOCIATES PC
Mission
NONE
Program accomplishments
- PROVIDING 108 UNITS OF QUALITY HOUSING, A SECURE AND COMFORTABLE ENVIRONMENT, SUPPORTIVE AND PREVENTATIVE HEALTHCARE, AND RESIDENT ACTIVITIES.Expenses $2,002,146 · revenue $2,438,118
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 41-1942588
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L220)
- Assets (IRS master file)
- $3,131,590
- Income (IRS master file)
- $2,438,118
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,438,118 | $2,160,494 | $3,131,590 | XML |
| 990 | December 2024 | $2,414,533 | $2,086,205 | $3,093,037 | XML |
| 990 | December 2023 | $2,369,259 | $2,171,800 | $2,980,013 | XML |
| 990 | December 2022 | $2,229,350 | $2,090,779 | $2,988,613 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1942588).
Questions about TRILOGY-EMBERS OF MARSHALLTOWN IA INC
- What is the EIN of TRILOGY-EMBERS OF MARSHALLTOWN IA INC?
- The employer identification number (EIN) of TRILOGY-EMBERS OF MARSHALLTOWN IA INC is 41-1942588.
- Is TRILOGY-EMBERS OF MARSHALLTOWN IA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to TRILOGY-EMBERS OF MARSHALLTOWN IA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TRILOGY-EMBERS OF MARSHALLTOWN IA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TRILOGY-EMBERS OF MARSHALLTOWN IA INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRILOGY-EMBERS OF MARSHALLTOWN IA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of TRILOGY-EMBERS OF MARSHALLTOWN IA INC?
- The 990 for the year ended December 31, 2025 names BRADLEY L LEE.
- Who are the officers and directors of TRILOGY-EMBERS OF MARSHALLTOWN IA INC?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does TRILOGY-EMBERS OF MARSHALLTOWN IA INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,438,118, expenses of $2,160,494 and total assets of $3,131,590 at year end.
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