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INDIANA TRIO INC: Form 990EZ, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
INDIANA TRIO INC (EIN 80-0265909)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-03-16
IRS object ID
202640759349201854
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-03-16T14:42:28-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN474904071PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Green Acres Financial GroupBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 E 5th Ave Ste AAddressLine1Txt
CityGaryCityNm
State AbbreviationINStateAbbreviationCd
ZIP46402ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800265909EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA TRIO INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINDIBusinessNameControlTxt
Phone2193988714PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15868 E 71ST STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46220ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTERRI BENNETTPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2193988714PhoneNum
Signature2026-02-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMaoris GreenPreparerPersonNm
PTINP00629227PTIN
Phone2195086979PhoneNum
Preparation2026-03-16PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$151,926GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$123,566ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$0InvestmentIncomeAmt
Sale Of Assets Gross$22,047SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$13,134CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$8,913GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$0SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$6,313OtherRevenueTotalAmt
Total Revenue$138,792TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$1,690FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$114,474OtherExpensesTotalAmt
Total Expenses$116,164TotalExpensesAmt
Excess Or Deficit For Year$22,628ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$143,674NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$528OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$165,774NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$143,674BOYAmt
EOY$165,774EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$143,674BOYAmt
EOY$165,774EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$143,674BOYAmt
EOY$165,774EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTO BRING TOGETHER COLLEGE ACCESS PROFESSIONAL, TRIO PROFESSIONALS, ADMINISTRATORS, AND ADVISORS WHO HAVE AN ACTIVE INTERESTS IN, OR WHO ARE PROFESSIONALLY INVOLVED IN BROADENING ACCESSIBILITY TO, AND ASSURING SUCCESS IN FORMAL POST-SECONDARY EDUCATION.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
OLYMPIAD SCHOLARSHIPS- THIS ANNUAL IN-PERSON STUDENT EVENT IS CENTERED ON TRIOUPWARD BOUND STEM PARTICIPANTS TO FOSTER ACADEMICS, TEAMWORK, AND SERVICETHROUGH A MULTI-DAY OVERNIGHT EXPERIENCE OF VARIED COMPETITIONS BETWEEN UB COLLEGE TEAMS IN THE STATE OF INDIANA.$31,091$17,838
ANNUAL CONFERENCE (COMMUNITY) THIS ANNUAL MULTI-DAY PROFESSIONAL DEVELOPMENT EVENT IS FOR TRIO STAFF ACCROSS THE STATE.THE IN-PERSON CONFERENCE PROVIDES AN OPPORTUNITY TO NETWORK, LEARN PROGRAM BEST PRACTICES, BECOME EDUCATED INLEGISTLATIVE AND REGULATORY CHANGES FROM THE DOE AND RECEIVE TRAINING TO PREPARE FOR AUDITS, ANNUAL PERFORMANCE REPORTS, SITE VISITS, AND GRANT RENEWALS PROCESSES. 65 PROFESSIOANLS WERE SERVED.$47,193$35,159
STUDENT LEADERSHIP CONFERENCE: THIS ANNUAL IN PERON ONE-DAY STUDENT CONFRENCEIS CENTERED ON EMPOWERMENT, LEADERSHIP, MENTORING AND PRACTICAL TOPICS DESIGNED TO ADDRESS BARRIERS OF MANY FIRST-GENERATION STUDENTS.EDUCATIONAL TALENT SEARCH, STUDENT SUPPORT SERVICES, AND MCNAIR TRIO PARTICIPANTS ARE INVITED. ONE HUNDRED STUDENTS WERE SERVED.$23,100$8,607
FieldValueIRS element (for citing)
Total Program Service Expenses$61,604TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LETISE JENKINS
PAST PRESIDENT15.00$0$0$0
CORINNA QUALLS
PRESIDENT15.00$0$0$0
DEMETRIA PETTIE
PRESIDENT ELECT15.00$0$0$0
TERRI BENNET
TREASURER15.00$0$0$0
BRYANT WILLIAMS
SECRETARY15.00$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA TRIO INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15868 E 71ST STREET E616AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46220ZIPCd
FieldValueIRS element (for citing)
Phone2193988714PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Other Support Sum$0OtherSupportSumAmt
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$97,447CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$116,244CurrentTaxYearMinus1YearAmt
Current Tax Year$123,566CurrentTaxYearAmt
Total$337,257TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$97,447CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$116,244CurrentTaxYearMinus1YearAmt
Current Tax Year$123,566CurrentTaxYearAmt
Total$337,257TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$337,257PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year$15,743CurrentTaxYearAmt
Total$15,743TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year$15,743CurrentTaxYearAmt
Total$15,743TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$97,447CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$116,244CurrentTaxYearMinus1YearAmt
Current Tax Year$139,309CurrentTaxYearAmt
Total$353,000TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.95540PublicSupportCY509Pct
Investment Income CY0.04460InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990EZ, Part I, Line 8INTEREST INCOME 6313.
Form 990EZ, Part I, Line 16BANK, INVESTMENT, & COLLECTION FEES 1475.
Form 990EZ, Part I, Line 16SCHOLARSHIPS 12000.
Form 990EZ, Part I, Line 16OLYMPIAD 17838.
Form 990EZ, Part I, Line 16TECHNOLOGY 1524.
Form 990EZ, Part I, Line 16TRIO ALUMNI COMMITTEE 529.
Form 990EZ, Part I, Line 16ANNUAL CONFERENCE 35159.
Form 990EZ, Part I, Line 16STUDENT LEADERSHIP CONFERENCES 8607.
Form 990EZ, Part I, Line 16TRAVEL 11565.
Form 990EZ, Part I, Line 16OPERRATIONAL COSTS 25777.
Form 990EZ, Part I, Line 20IMMATERIAL ADJUSTMENT -528.

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