2026-03-04T15:33:05-06:00 2025-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 5975 CASTLE CREEK PARKWAY N DR STE 400 INDIANAPOLIS IN 46250 990 2024-07-01 237063427 TRIANGLE EDUCATION FOUNDATION TRIA 3177059803 120 S CENTER STREET PLAINFIELD IN 46168 SCOTT E BOVA PRESIDENT 3178379641 2026-03-04 1 0 BRYAN PAUTSCH P00034913 3174690169 2026-03-04 2024 2025-03-06 01:10:19Z SCOTT E BOVA 120 S CENTER STREET PLAINFIELD IN 46168 3307961 0 X WWW.TRIANGLEEF.ORG X 1970 IN TO MINISTER TO THE EDUCATIONAL NEEDS & ACADEMIC FINANCIAL NEEDS OF TRIANGLE FRATERNITY MEMBERS. 19 19 6 71 0 0 989076 1089658 27000 15000 167086 517900 61250 120000 1244412 1742558 903690 1222561 0 0 617112 588123 0 0 368422 247384 346145 1768186 2156829 -523774 -414271 14937481 14407137 310234 275290 14627247 14131847 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 194550 194550 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. 1397918 1028011 80000 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. 1592468 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 6 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 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 MARK E TOLLIVER FOUNDATION CHAIRMAN 1.00 X X 0 0 0 LT GEN TED F BOWLDS USAF FOUNDATION VICE CHAIR 1.00 X X 0 0 0 DR CARY LAXER FOUNDATION SECRETARY 1.00 X X 0 0 0 ROBERT G HALGREN FOUNDATION TREASURER 1.00 X X 0 0 0 DONALD E KNEBEL FOUNDATION DIRECTOR 1.00 X 0 0 0 GORDON K MORTIN FOUNDATION DIRECTOR 1.00 X 0 0 0 JOHN C GARGANI 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 JONATHAN EDWARD EKLUND FOUNDATION DIRECTOR 1.00 X 0 0 0 MICHAEL P CHU FOUNDATION DIRECTOR 1.00 X 0 0 0 WILLIAM R ENGELBRECHT FOUNDATION DIRECTOR 1.00 X 0 0 0 NICOLAAS GEORGE EX-OFFICIO 1.00 X 0 0 0 SCOTT BOVA PRESIDENT 48.00 X 117267 0 10330 GREG LAMB VICE PRESIDENT 45.00 X 116244 0 9630 233511 0 19960 2 0 0 0 0 1089658 1089658 FUNDRAISING MANAGEMENT FEES 611710 15000 15000 15000 228526 228526 1854777 1565403 289374 289374 289374 TAX REFUND 900099 55000 55000 TBHC JOINT SERVICE FEES/OTHER FEE 611710 40000 40000 OTHER INCOME 561000 25000 25000 120000 1742558 80000 0 572900 1028011 1028011 194550 194550 117267 46645 15598 55024 381476 151739 50741 178996 48082 19125 6396 22561 41298 16427 5493 19378 1611 654 957 25000 10152 14848 31944 8759 23185 42253 21193 4661 16399 33349 16162 8978 8209 20217 10109 6065 4043 92863 49466 14451 28946 14668 7334 4400 2934 FEDERAL AND STATE INCOM 54529 54529 MISCELLANEOUS 23144 10172 5538 7434 BANK/CREDIT CARD FEES 6567 1970 3284 1313 2156829 1592468 195939 368422 521179 565064 229833 37703 921612 411684 1011750 811650 3302 3340 54939 54939 0 0 12058075 12404837 125250 125250 66480 47609 14937481 14407137 78710 66231 100000 103000 131524 106059 310234 275290 X 4478060 3967175 10149187 10164672 14627247 14131847 14937481 14407137 X -414271 719181 -800310 X 0 1 X 1 0 X 1377252 2689566 964659 989076 1089658 7110211 1377252 2689566 964659 989076 1089658 7110211 686403 6423808 238910 339079 217794 261282 228526 1285591 25000 25000 26263 23829 37000 61250 120000 268342 8689144 370500 0.73930 0.75840 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: TBHC JOINT SERVICES/OTHER FEES - 2021 AMOUNT: $ 22,500. 2022 AMOUNT: $ 37,000. 2023 AMOUNT: $ 36,250. 2024 AMOUNT: $ 40,000. MISC - 2020 AMOUNT: $ 26,263. 2021 AMOUNT: $ 1,329. 2023 AMOUNT: $ 25,000. 2024 AMOUNT: $ 25,000. TAX REFUND - 2024 AMOUNT: $ 55,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54939 54939 0 0 DUE TO AFFILIATES 18106 RABBI TRUST LIABILITY 71355 OPERATING LEASE LIABILITY 16598 106059 X 2461739 719181 719181 1742558 0 1742558 2163754 6925 6925 2156829 0 2156829 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, 2025 AND 2024. 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, 2025 AND 2024. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT - PROMISES TO GIVE 6,925. 1 TRIANGLE FRATERNITY 120 SOUTH CENTER STREET PLAINFIELD IN 46168 381467069 501(C)(7) 186948 0 EDUCATIONAL PROGRAMMING IOWA STATE UNIVERSITY CHAPTER OF TRIANGLE INC 2136 LINCOLN WAY AMES IA 50014 426081664 501(C)(7) 91079 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) 559558 0 PURCHASE, UPDATING AND FURNISHING OF EDUCATIONAL SPACE IN CHAPTER FACILITY. MARQUETTE UNIVERSITY 809 N 15TH ST MILWAUKEE WI 53233 396105582 501(C)(7) 47242 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) 42563 0 PURCHASE, UPDATING AND FURNISHING OF EDUCATIONAL SPACE IN CHAPTER FACILITY. ARMOUR ALUMNI 3360 S MICHIGAN AVE CHICAGO IL 60616 362365021 501(C)(7) 5223 0 PURCHASE, UPDATING AND FURNISHING OF EDUCATIONAL SPACE IN CHAPTER FACILITY. ROSE CHAPTER ALUMNI BOARD 5500 WABASH AVENUE TERRE HAUTE IN 47803 351153865 501(C)(7) 16923 0 PURCHASE, UPDATING AND FURNISHING OF EDUCATIONAL SPACE IN CHAPTER FACILITY. MICHIGAN STATE 242 N HARRISON ROAD EAST LANSING MI 48823 381471962 501(C)(7) 5867 0 PURCHASE, UPDATING AND FURNISHING OF EDUCATIONAL SPACE IN CHAPTER FACILITY. PURDUE UNIVERSITY 103 N UNIVERSITY ST WEST LAFAYETTE IN 47906 350887903 501(C)(7) 10048 0 PURCHASE, UPDATING AND FURNISHING OF EDUCATIONAL SPACE IN CHAPTER FACILITY. 0 9 SCHOLARSHIPS 141 194550 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 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 XI, LINE 9: IMPAIRMENT LOSS ON MADERA INVESTMENTS -793,385. BAD DEBT - PROMISES TO GIVE -6,925.