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Nonprofit · EIN 87-1303591

TRILLIUM FOUNDATION INC

Tax-exempt · GREENDALE, WI 53129

Financials

$1M$67K2023$8.2M$324K2024
Revenue Expenses · by fiscal year end
Financials of TRILLIUM FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$8,210,300$323,526$7,886,774$223,770,417$27,476$223,742,941
December 31, 2023990$1,000,886$66,752$934,134$54,725,242$19,073$54,706,169
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$8,210,300
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$149,166
Salaries, compensation and benefits (total)
$150,894
Professional fundraising fees
$0
Legal fees
$44,780
Accounting fees
$6,290
Management and general (functional)
$323,526

Balance sheet and other

Total assets, start of year
$54,725,242
Total assets, end of year
$223,770,417
Total liabilities, end of year
$27,476
Net assets, end of year
$223,742,941
Publicly traded securities
$223,769,974
Net assets without donor restrictions
$223,742,941
Gross receipts
$8,210,300
Employees
2
Volunteers
9
Year formed
2021
State of legal domicile
WI

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, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgs
JAMES HODSONCFO/COO
Officer
20$100,000$884,000
MARIA LEDGERCEO
Trustee or director, Officer
25$116,667$832,500
THOMAS ORENDORFFDIRECTOR AND CHAIR
Trustee or director, Officer
2$3,334$6,666
MICHAEL MAYO SRDIRECTOR AND VICE CHAIR
Trustee or director, Officer
2$3,334$6,666
LEE S SEESEDIRECTOR AND TREASURER
Trustee or director, Officer
2$3,334$6,666
KENNETH BYOM DODIRECTOR AND SECRETARY
Trustee or director, Officer
1$3,333$6,667
MARIA RODRIGUEZDIRECTOR
Trustee or director
1$3,333$6,667
JOHN HINTZEDIRECTOR
Trustee or director
1$3,333$6,667
LYNDA KRELLWITZDIRECTOR
Trustee or director
1$3,333$6,667
KATHRYN BRIETZMANDIRECTOR
Trustee or director
1$3,333$6,667
THOMAS BERGERUDDIRECTOR
Trustee or director
1$3,333$6,667
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
MARIA LEDGERCHIEF EXECUTIVE OFFICER
Trustee or director, Officer
1$0$610,937$8,495
KEVIN COLLINSCHIEF COMPLIANCE OFFICER
Highest-paid employee
2$0$360,904$18,621
THOMAS ORENDORFFDIRECTOR AND CHAIR
Trustee or director, Officer
1$0$800$0
MICHAEL MAYO SRDIRECTOR AND VICE CHAIR
Trustee or director, Officer
1$0$800$0
LEE S SEESEDIRECTOR AND TREASURER
Trustee or director, Officer
1$0$800$0
KENNETH BYOM DODIRECTOR AND SECRETARY
Trustee or director, Officer
1$0$400$0
MARIA RODRIGUEZDIRECTOR
Trustee or director
1$0$0$0
JOHN HINTZEDIRECTOR
Trustee or director
1$0$0$0
LYNDA KRELLWITZDIRECTOR
Trustee or director
1$0$0$0
KATIE BRIETZMANDIRECTOR
Trustee or director
1$0$0$0
TOM BERGERUDDIRECTOR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
5400 S 60TH ST STE E, GREENDALE, WI 53129-1404
Principal officer (990 for 2024)
MARIA LEDGER, 5400 S 60TH STREET, GREENDALE, WI 53129
Signed the 990
MARIA LEDGER, CEO
Phone
(414) 405-8034
Return prepared by
PLANTE & MORAN PLLC

Mission

THE MISSION OF THE TRILLIUM FOUNDATION IS TO EMPOWER COMMUNITIES AND CREATE LASTING CHANGE TO IMPROVE THE LIVES OF WISCONSIN'S CITIZENS BY SUPPORTING AND COLLABORATING WITH COMMUNITY PARTNERS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE PURPOSE OF THE ORGANIZATION IS TO SUPPORT RELATED 501(C)(3) ORGANIZATIONS, MY CHOICE WISCONSIN, INC AND MY CHOICE WISCONSIN HEALTH PLAN, INC.IN SEPTEMBER 2023, MY CHOICE WISCONSIN, INC AND MY CHOICE WISCONSIN HEALTH PLAN, INC SOLD THEIR OPERATIONS TO MOLINA HEALTHCARE, INC. AS OF 12/31/2024, MY CHOICE WISCONSIN HEALTH PLAN, INC IS DISSOLVED WHILE MY CHOICE WISCONSIN, INC, REMAINS OPEN PER THE OPERATING AGREEMENT HOWEVER IS IN THE PROCESS OF WINDING DOWN. DUE TO THE DISSOLUTION OF MY CHOICE WISCONSIN, INC AND MY CHOICE WISCONSIN HEALTH PLAN, INC. THE FOUNDATION IS IN THE PROCESS OF EXPANDING ITS CHARITABLE MISSION TO IMPROVE THE LIVES OF WISCONSIN'S CITIZENS BY SUPPORTING AND COLLABORATING WITH COMMUNITY PARTNERS. CHANGES TO THE GOVERNING DOCUMENTS OF THE FOUNDATION WERE EXECUTED IN 2025 AND WILL BE REFLECTED ON THE 2025 FORM 990.
    Expenses $149,283

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
87-1303591
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2022
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E19)
Assets (IRS master file)
$223,770,417
Income (IRS master file)
$8,210,300

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$8,210,300$323,526$223,770,417IRS
990December 2023$1,000,886$66,752$54,725,242XML
990December 2022$0$0$0IRS
990December 2021–––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 87-1303591).

Questions about TRILLIUM FOUNDATION INC

What is the EIN of TRILLIUM FOUNDATION INC?
The employer identification number (EIN) of TRILLIUM FOUNDATION INC is 87-1303591.
Is TRILLIUM FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to TRILLIUM FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does TRILLIUM FOUNDATION 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 TRILLIUM FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TRILLIUM FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of TRILLIUM FOUNDATION INC?
The 990 for the year ended December 31, 2024 names MARIA LEDGER.
Who are the officers and directors of TRILLIUM FOUNDATION INC?
The 990 for the year ended December 31, 2024 lists 11 people; 11 received compensation from the organization, the highest $100,000 (JAMES HODSON, CFO/COO).
How much revenue does TRILLIUM FOUNDATION INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $8,210,300, expenses of $323,526 and total assets of $223,770,417 at year end.

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