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.
Key facts about Trilogy Health Services Foundation Inc
In short: Trilogy Health Services Foundation Inc gave $155K across 6 grants in 2025 (avg $26K), mostly in Indiana. Source: 2025 IRS Form 990.
- EIN
- 20-5755082
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $155,000
- Grants made (2025)
- 6
- Average grant
- $25,833
- Median grant
- $25,000
- Total assets
- $2,812,969
- Primary geography
- Indiana (52% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$2.8M
+14.4% YoY
Annual Giving
$155K
+520.0% YoY
Grant Count
6
+500.0% YoY
Avg Grant Size
$26K
+3.3% YoY
How Trilogy Health Services Foundation Inc gives
- Giving grew 288% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
About Trilogy Health Services Foundation Inc
Based on IRS filings
Trilogy Health Services Foundation Inc is a public charity focused on Education, based in Louisville, KY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 6 grants totaling $155K. Net investment income was $51K.
Focus Areas
Open Grants
1 open opportunity from Trilogy Health Services Foundation Inc
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $25K (2024) to $182K (2021). In 2025 it made 6 grants totaling $155K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was University of Louisville Foundation Inc ($50K). Together the top 6 received $155K.
Grant Size Distribution
18 grants across all recorded years
The most common grant size was under $50K: 16 grants of 18 (89%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Louisville Foundation Inc Louisville, KY | Support the trilogy health & uofl community engagement minigrants initiatice | $50,000 |
| Board of Education of Jefferson County Kentucky Louisville, KY | Financial Funding to JCPS Hosa Program | $25,000 |
| Indianapolis Private Industry Council Inc Indianapolis, IN | Support Young Adults Enrolled in Healthcare Training Programs | $25,000 |
| Crossing National Inc Elkhart, IN | Purchase equipment to enhance safety and well-being in learning facilities. | $25,000 |
| Ivy Tech Foundation Inc Indianapolis, IN | Assist students enrolled in healthcare patheay with socioeconomic and educational barriers | $20,000 |
| Muncie Community Schools Muncie, IN | Provide resources and support to the muncie area career center's cna program | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,812,969 | $2,458,018 | $2,236,690 |
| Revenue | $2,906,428 | $2,639,687 | $2,515,126 |
| Expenses | $2,803,010 | $2,396,096 | $1,972,721 |
| Net Investment Income | $50,556 | $57,792 | $27,702 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 14, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS July 29, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Trilogy Health Services Foundation Inc is led by Paulie Shively, Chairman since 2025 (on filings since 2020); none of the 9 officers listed in 2025 report compensation.
Officers on the 2025 filing
Paulie Shively
Chairman
Director → Chairman, 2025
On filings since 2020
1 hr/week
No compensation reported
Michael Kitchen
Director
Chairman of the Board → Chairman, 2022
Chairman → Director, 2024
On filings since 2020
1 hr/week
No compensation reported
Kara Schotter
Director
On filings since 2022
1 hr/week
No compensation reported
Kris Wilson
Director
On filings since 2022
1 hr/week
No compensation reported
Kristin Wingfield
Director
Vice Chairman → Chairman, 2024
Chairman → Director, 2025
On filings since 2022
1 hr/week
No compensation reported
Janet Lively McCauley
Director
New on the 2025 filing
1 hr/week
No compensation reported
Elizabeth Clingaman
Foundation Manager
On filings since 2022
20 hrs/week
No compensation reported
Lauren Hitron
Secretary
Director → Secretary, 2025
On filings since 2022
1 hr/week
No compensation reported
Mark Eriks
Vice Chair
Director → Vice Chair, 2025
On filings since 2022
1 hr/week
No compensation reported
Former officers (9)
- Former: Carrie Lively (2021–2023) — Director
- Former: Chad Keeling (2020–2021) — Director
- Former: Shari House (2020–2021) — Vice Chairman
- Former: Telly Sellars (2020–2021) — Director
- Former: Todd Schmiedeler (2020–2021) — Non Voting - Foundation Manager · Filing note: Ended 71221
- Former: Kristin Huffman (2021) — Director
- Former: Shane Stuber (2021) — Non Voting - Foundation Manager
- Former: Joanne Petras (2020) — Director
- Former: Paul Plevyak (2020) — Vice Chairman
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Trilogy Health Services Foundation Inc
How much does Trilogy Health Services Foundation Inc give each year?
Trilogy Health Services Foundation Inc gave $155K across 6 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $25K across 1 grant.
What is Trilogy Health Services Foundation Inc's typical grant size?
Trilogy Health Services Foundation Inc's median grant in 2025 was $25,000, and its average grant was $25,833, across 6 grants on its 2025 IRS Form 990.
Where does Trilogy Health Services Foundation Inc give grants?
Trilogy Health Services Foundation Inc gives mostly in Indiana: 52% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest state was Kentucky (48%). The most frequent recipient cities were Louisville, KY (2 grants) and Indianapolis, IN (2 grants).
Does Trilogy Health Services Foundation Inc give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Trilogy Health Services Foundation Inc's 2025 IRS Form 990 were described as general or operating support.
Who are Trilogy Health Services Foundation Inc's largest grantees?
Trilogy Health Services Foundation Inc's largest 2025 grantees include University of Louisville Foundation Inc ($50,000), Board of Education of Jefferson County Kentucky ($25,000) and Indianapolis Private Industry Council Inc ($25,000), according to its 2025 IRS Form 990. Together they received 65% of its itemized 2025 grant dollars.
How large is Trilogy Health Services Foundation Inc?
Trilogy Health Services Foundation Inc reported $2.8M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.9M.
What is Trilogy Health Services Foundation Inc?
Trilogy Health Services Foundation Inc is a public charity focused on Education, based in Louisville, KY. It holds $2.8M in total assets as of 2025.
What is Trilogy Health Services Foundation Inc's EIN?
Trilogy Health Services Foundation Inc's EIN (Employer Identification Number) is 20-5755082. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Trilogy Health Services Foundation Inc by hand.
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