2025-02-27T15:00:11-06:00 2024-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 5975 CASTLE CREEK PARKWAY N DR STE 400 INDIANAPOLIS IN 46250 990 2023-07-01 237063427 TRIANGLE EDUCATION FOUNDATION TRIA 3177059803 120 S CENTER STREET PLAINFIELD IN 46168 SCOTT E BOVA PRESIDENT 3178379641 2025-02-13 1 0 BRYAN PAUTSCH P00034913 3174690169 2025-02-13 2023 2025-03-06 01:10:19Z SCOTT E BOVA 120 S CENTER STREET PLAINFIELD IN 46168 4318682 0 X WWW.TRIANGLEEF.ORG X 1970 IN TO MINISTER TO THE EDUCATIONAL NEEDS & ACADEMIC FINANCIAL NEEDS OF TRIANGLE FRATERNITY MEMBERS. 17 17 8 57 0 177347 964659 989076 32000 27000 356545 167086 62000 61250 1415204 1244412 1226868 903690 0 0 527874 617112 0 0 367155 263480 247384 2018222 1768186 -603018 -523774 14121670 14937481 285864 310234 13835806 14627247 TO OPERATE FOR THE FURTHERANCE OF EDUCATION BY MAKING LOANS, GRANTS OR SCHOLARSHIPS TO WORTHY STUDENTS, THE PROVIDING AND ENHANCEMENT OF EDUCATIONAL PROGRAMS, FACILITIES, TECHNIQUES AND CURRICULA, OR OTHERWISE MANAGE FUNDS AND GIFTS TO ACHIEVE THESE PURPOSES. 0 0 237243 175069 SCHOLARSHIPS: TO PROVIDE FINANCIAL SUPPORT TO INDIVIDUALS PURSUING A DEGREE OR ADVANCED DEGREE AT AN INSTITUTION OF HIGHER EDUCATION. SELECTION CRITERIA IS BASED ON ACADEMIC ACHIEVEMENT, COMMUNITY SERVICE AND EVIDENCE OF FINANCIAL NEED. 1011403 728621 88250 GRANTS TO TRIANGLE FRATERNITY: UNDERWRITING OF COMPREHENSIVE PROGRAMS, INCLUDING BUT NOT LIMITED TO ON CAMPUS BASED PROGRAMMING/DELIVERY, HOSTING OF NATIONAL SEMINARS AND GRANTS FOR INDIVIDUALS TO ATTEND SEMINARS, INSTITUTES AND SCHOOLS LOCATED THROUGHOUT THE COUNTRY. PROGRAMMING FOCUSES ON GENERAL LEADERSHIP SKILLS AND TOOLS, ETHICS AND ETHICALLY BASED DECISION MAKING, COMMUNITY SERVICE AND PHILANTHROPY, HEALTHY LIFESTYLES DEALING WITH SUCH TOPICS AS DRUGS, ALCOHOL, DEPRESSION AND SUICIDE, COMMUNICATION, CONFLICT RESOLUTION, TEAM DYNAMICS AND ACADEMIC/STUDY SKILLS. 1248646 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 8 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X SCOTT BOVA 3178379641 120 S CENTER ST PLAINFIELD IN 46168 JOHN C GARGANI FOUNDATION CHAIRMAN 1.00 X X 0 0 0 MARK E TOLLIVER FOUNDATION VICE CHAIR 1.00 X X 0 0 0 DR CARY LAXER FOUNDATION SECRETARY 1.00 X X 0 0 0 LT GEN TED F BOWLDS USAF FOUNDATION TREASURER 1.00 X X 0 0 0 AJ COLLINS FOUNDATION UG DIRECTOR 1.00 X 0 0 0 GORDON K MORTIN FOUNDATION DIRECTOR 1.00 X 0 0 0 DONALD E KNEBEL FOUNDATION DIRECTOR 1.00 X 0 0 0 GREGORY A LANG FOUNDATION DIRECTOR 1.00 X 0 0 0 SARAH G JOHNSON FOUNDATION DIRECTOR 1.00 X 0 0 0 KAMIL F KARMALI FOUNDATION DIRECTOR 1.00 X 0 0 0 GUILLAUME D ROUSSON FOUNDATION DIRECTOR 1.00 X 0 0 0 JAMES E SCHIER FOUNDATION DIRECTOR 1.00 X 0 0 0 RADM MELVIN H CHIOGIOJI USN RET FOUNDATION DIRECTOR 1.00 X 0 0 0 ROBERT G HALGREN FOUNDATION DIRECTOR 1.00 X 0 0 0 MARK H LU FOUNDATION DIRECTOR 1.00 X 0 0 0 MICHAEL H O'CONNOR FOUNDATION DIRECTOR 1.00 X 0 0 0 NICOLAAS GEORGE EX-OFFICIO 1.00 X 0 0 0 SCOTT BOVA PRESIDENT 50.00 X 154000 0 1700 154000 0 1700 1 0 1 0 0 989076 15024 989076 DONOR ENGAGEMENT CAMPAIGN FEES 611710 22500 22500 FUNDRAISING MANAGEMENT FEES 611710 4500 4500 27000 261282 261282 2980074 3074270 -94196 -94196 -94196 TBHC JOINT SERVICE FEES/OTHER FEE 611710 36250 36250 OTHER INCOME 561000 25000 25000 61250 1244412 88250 0 167086 728621 728621 175069 175069 140000 52295 18484 69221 362364 135356 47843 179165 74587 27861 9848 36878 40161 15002 5302 19857 4962 1489 3473 18900 5670 13230 11400 3241 8159 36754 16565 5458 14731 38292 13572 17062 7658 17697 8849 5309 3539 66054 35143 10260 20651 8766 4383 2630 1753 BAD DEBT EXPENSE 16841 16841 BANK/CREDIT CARD FEES 13996 4198 6999 2799 MISCELLANEOUS 13722 4491 6487 2744 1768186 1248646 152385 367155 560800 521179 850649 229833 1142475 921612 203500 1011750 3302 54939 54939 0 0 11177544 12058075 125250 125250 61452 66480 14121670 14937481 51521 78710 100000 100000 134343 131524 285864 310234 X 4173881 4478060 9661925 10149187 13835806 14627247 14121670 14937481 -523774 1315215 0 X X 0 1 X 1 0 X 1649963 1377252 2689566 964659 989076 7670516 1649963 1377252 2689566 964659 989076 7670516 638577 7031939 261547 238910 339079 217794 261282 1318612 25000 25000 110000 26263 23829 37000 61250 258342 9272470 355500 0.75840 0.77450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CAMPUS FUNDRAISING ADMIN FEES - 2019 AMOUNT: $ 110,000. TBHC JOINT SERVICES/OTHER FEES - 2021 AMOUNT: $ 22,500. 2022 AMOUNT: $ 37,000. 2023 AMOUNT: $ 36,250. EXPENSE REIMBURSEMENT - MISC - 2020 AMOUNT: $ 26,263. 2021 AMOUNT: $ 1,329. 2023 AMOUNT: $ 25,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54939 54939 0 0 DUE TO AFFILIATES 26526 RABBI TRUST LIABILITY 65061 CGA LIABILITY 15391 ST LEASE LIABILITY - OFFICE SPACE 7948 LT LEASE LIABILITY - OFFICE SPACE 16598 131524 X 2559627 1315215 1315215 1244412 0 1244412 1768186 0 1768186 0 1768186 PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF THE ACCOUNTING PRONOUNCEMENT RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION RECOGNIZED NO INTEREST OR PENALTIES IN THE STATEMENTS OF ACTIVITIES FOR EITHER OF THE YEARS ENDED JUNE 30, 2024 AND 2023. IF THE SITUATION AROSE IN WHICH THE ORGANIZATION WOULD HAVE INTEREST TO RECOGNIZE, IT WOULD RECOGNIZE THIS AS INTEREST EXPENSE AND PENALTIES WOULD BE RECOGNIZED IN OTHER EXPENSES. CURRENTLY, THE PRIOR THREE YEARS ARE OPEN UNDER FEDERAL AND STATE STATUTE OF LIMITATIONS AND REMAIN SUBJECT TO REVIEW AND CHANGE. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT, NOR HAS THE ORGANIZATION BEEN CONTACTED BY THESE JURISDICTIONS. BASED ON THE EVALUATION OF THE ORGANIZATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR EITHER OF THE YEARS ENDED JUNE 30, 2024 AND 2023. 1 TRIANGLE FRATERNITY 120 SOUTH CENTER STREET PLAINFIELD IN 46168 381467069 501(C)(7) 272094 0 EDUCATIONAL PROGRAMMING IOWA STATE UNIVERSITY CHAPTER OF TRIANGLE INC 2136 LINCOLN WAY AMES IA 50014 426081664 501(C)(7) 117000 0 PURCHASE, UPDATING AND FURNISHING OF EDUCATIONAL SPACE IN CHAPTER FACILITY. ILLINOIS HOUSE LLC 112 E DANIEL ST CHAMPAIGN IL 61820 871580371 501(C)(7) 234000 0 PURCHASE, UPDATING AND FURNISHING OF EDUCATIONAL SPACE IN CHAPTER FACILITY. MARQUETTE UNIVERSITY 809 N 15TH ST MILWAUKEE WI 53233 396105582 501(C)(7) 19361 0 PURCHASE, UPDATING AND FURNISHING OF EDUCATIONAL SPACE IN CHAPTER FACILITY. WISCONSIN TRIANGLE BUILDING CO 148 N REESE TERRACE MADISON WI 53726 396078091 501(C)(7) 8580 0 PURCHASE, UPDATING AND FURNISHING OF EDUCATIONAL SPACE IN CHAPTER FACILITY. UCLA HOUSE 519 LANDFAIR AVE LOS ANGELES CA 90024 956155927 501(C)(7) 11816 0 PURCHASE, UPDATING AND FURNISHING OF EDUCATIONAL SPACE IN CHAPTER FACILITY. ARMOUR ALUMNI 3360 S MICHIGAN AVE CHICAGO IL 60616 362365021 501(C)(7) 5500 0 PURCHASE, UPDATING AND FURNISHING OF EDUCATIONAL SPACE IN CHAPTER FACILITY. 0 7 SCHOLARSHIPS 103 175069 PART I, LINE 2: GRANTS BY THE FOUNDATION ARE REIMBURSED TO THE RECIPIENT ONLY AFTER DETAILED RECORDS AND A COMPLETE ACCOUNT OF THE GRANT IS SUBMITTED TO THE FOUNDATION. THE DOCUMENTATION SUBMITTED MUST COVER BUDGET TO ACTUAL EXPENSES, COPIES OF RECEIPTS, PROGRAM EVALUATION AND DETAILS OF THE PROGRAM. THIS INFORMATION IS REVIEWED BY PROFESSIONAL STAFF TO MONITOR COMPLIANCE WITH THE ORIGINAL GRANT AGREEMENT & APPLICATION, AS WELL AS, LEGAL RULES AND REGULATIONS. ONLY FOLLOWING REVIEW OF THIS INFORMATION IS THE ORGANIZATION REIMBURSED BY THE FOUNDATION FOR ITS GRANT USAGE. X X X 0 0 0 0 0 0 0 0 0 SCOTT BOVA PRESIDENT 154000 0 0 0 0 0 0 0 1700 0 155700 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS CIRCULATED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT. A VOTE IS CALLED BY THE BOARD CHAIR FOR APPROVAL AND SUBMISSION. ONCE VOTES ARE CAST IN THE AFFIRMATIVE, THE 990 IS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED ANNUALLY TO REVIEW AND SIGN THE CONFLICT OF INTEREST STATEMENT. AT THE FIRST MEETING OF THE FISCAL YEAR, THE POLICY IS REVIEWED PRIOR TO BOARD MEMBERS SIGNING THE FORM. THE MONITORING OF POSSIBLE CONFLICTS IS SHARED BETWEEN THE CEO (STAFF) AND THE CHAIRMAN. IF A CONFLICT IS DISCOVERED, THE BOARTD MEMBER WITH THE CONFLICT CANNOT DISCUSS OR VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS YEARLY SALARY SURVEY'S COMPLETED BY THIRD PARTY GROUPS AND RESEARCHES SIMILAR SIZE AND FUNCTION NONPROFIT'S FORM 990, THUS CONDUCTING AN INDEPENDENT SALARY COMPARISON. ONCE SURVEY INFORMATION IS GATHERED CEO COMPENSATION IS REVIEWED AND RECOMMENDED TO THE FULL BOARD FOR ANY ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.