Civic Intelligence

Triangle Fraternal Organization

990EZ • Fiscal year 2023 • EIN 95-6095475

Sep 01, 2022 to Aug 31, 2023 • Filed on Jul 16, 2024

Organization Profile
4901 Alcove AveValley Village, CA 91607

(714) 995-4778

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

77th percentile

0.48x

Higher debt load relative to assets than 77% of similar nonprofits.

2023 filings • 501(c)2 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

1.09x

Higher debt load relative to revenue than 76% of similar nonprofits.

2023 filings • 501(c)2 • <$500k nonprofits • Source year 2023

Net Margin

52nd percentile

2.7%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)2 • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)2 • <$500k nonprofits • Source year 2023

Asset Growth

48th percentile

-1.9%

Faster asset growth than 48% of similar nonprofits.

2023 filings • 501(c)2 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-15%

Faster revenue growth than 23% of similar nonprofits.

2023 filings • 501(c)2 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$253,991

Down $4,788 (-1.9%) from 2022

Net Assets

Up

$132,591

Up $6,312 (+5.0%) from 2022

Liabilities

Down

$121,400

Down $11,100 (-8.4%) from 2022

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin52nd percentile

Revenue

Down

$111,400

Down $20,204 (-15%) from 2022

Expenses

Down

$108,348

Down $19,856 (-15%) from 2022

Net Income

Down

$3,052

Down $348 (-10%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $186,095Liabilities 2011: $02011Assets 2012: $207,640Liabilities 2012: $02012Assets 2013: $198,178Liabilities 2013: $02013Assets 2014: $192,702Liabilities 2014: $02014Assets 2015: $194,596Liabilities 2015: $02015Assets 2016: $201,695Liabilities 2016: $02016Assets 2017: $212,943Liabilities 2017: $02017Assets 2018: $229,957Liabilities 2018: $02018Assets 2019: $221,899Liabilities 2019: $02019Assets 2020: $279,024Liabilities 2020: $58,5002020Assets 2022: $258,779Liabilities 2022: $132,500Net Assets 2022: $126,2792022Assets 2023: $253,991Liabilities 2023: $121,400Net Assets 2023: $132,5912023Assets 2024: $248,911Liabilities 2024: $105,400Net Assets 2024: $143,5112024

Highlighted filing

2023

Assets$253,991
Liabilities$121,400
Net Assets$132,591
Open 2023 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $22,052Expenses 2011: $36,097Net Income 2011: -$14,0452011Revenue 2012: $42,552Expenses 2012: $24,266Net Income 2012: $18,2862012Revenue 2013: $25,502Expenses 2013: $38,225Net Income 2013: -$12,7232013Revenue 2014: $38,301Expenses 2014: $47,037Net Income 2014: -$8,7362014Revenue 2015: $31,900Expenses 2015: $33,265Net Income 2015: -$1,3652015Revenue 2016: $40,225Expenses 2016: $36,385Net Income 2016: $3,8402016Revenue 2017: $41,155Expenses 2017: $33,168Net Income 2017: $7,9872017Revenue 2018: $42,812Expenses 2018: $29,058Net Income 2018: $13,7542018Revenue 2019: $44,964Expenses 2019: $56,282Net Income 2019: -$11,3182019Revenue 2020: $64,600Expenses 2020: $69,235Net Income 2020: -$4,6352020Revenue 2022: $131,604Expenses 2022: $128,204Net Income 2022: $3,4002022Revenue 2023: $111,400Expenses 2023: $108,348Net Income 2023: $3,0522023Revenue 2024: $117,633Expenses 2024: $109,973Net Income 2024: $7,6602024

Highlighted filing

2023

Revenue$111,400
Expenses$108,348
Net Income$3,052
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jul 16, 2024
Return Version
2022v5.0
Gross Receipts
$111,400
Mission and Program Overview

Mission

to hold and maintain property for a 501c7 EO

Program Services

DescriptionGrantsExpenses
Owned a house paid the major maintenance and insurance conducted a renovation and rented it at a break even rate to Triangle Fraternity UCLA Chapter a 501c7 exempt organization.$0$0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tom BachmanPresidentPT$0--
Brian EwingVice President-$0--
Shon EncinasSecretary-$0--
Richard KellerTreasurerPT$0--
Benjamin PagliusoAssistant Treasurer-$0--
Tim CyrDirector-At-Large-$0--
Michael McCartneyDirector-At-Large-$0--
Dr Peter BalingitDirector-At-Large-$0--
Harsha RaoDirector-At-Large-$0--
Filing and Contact Details

Filer

Filer Name
Triangle Fraternal Organization
EIN
95-6095475
In Care Of
% Richard Keller
Address
4901 Alcove Ave, Valley Village, CA 91607

Signing Officer

Name
Brian Ewing
Title
Vice President
Signed
2024-07-16
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| Video conference expenses, $157| National dues, $735| national education and assistance program, $3500| interest on loans from individuals for renovation of house, $1752|”

Part I, line 20

“| Explanation:, Amount:| Land and Building Appreciation, $3260|”

Part II, line 26

“| Explanation:, BOYAmount:, EOYAmount:| changes in fund of loans from individuals for renovation, $132500, $121400|”

Raw XML Appendix179 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Richard Keller
IRS990EZ/BooksInCareOfDetail/PhoneNum07149954778
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05741 Vinevale Cir
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0La Palma
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0906232215
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043630
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035582
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03052
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0253991
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0111400
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LandAndBuildingsGrp/EOYAmt0218409
IRS990EZ/LoansToFromOfficersAmt040000
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MembershipDuesAmt01400
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0126279
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0132591
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0132591
IRS990EZ/OccupancyRentUtltsAndMaintAmt099900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tom Bachman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brian Ewing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Shon Encinas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Richard Keller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Benjamin Pagliuso
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tim Cyr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Michael McCartney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Dr Peter Balingit
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Harsha Rao
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Assistant Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director-at-large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director-at-large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director-at-large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director-at-large
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt03260
IRS990EZ/OtherExpensesTotalAmt06144
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to hold and maintain property for a 501c7 EO
IRS990EZ/PrintingPublicationsPostageAmt0804
IRS990EZ/ProgramServiceRevenueAmt0110000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Owned a house paid the major maintenance and insurance conducted a renovation and rented it at a break even rate to Triangle Fraternity UCLA Chapter a 501c7 exempt organization.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0132500
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0121400
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0108348
IRS990EZ/TotalRevenueAmt0111400
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt05000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt110000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt220000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt35000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd2true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd3true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd2false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd3false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0construction
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1construction
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2construction
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt3construction
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd3X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt015000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt110000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt220000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt35000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Richard Keller
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1Benjamin Pagliuso
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm2Tom Bachman
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm3Tim Cyr
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Treasurer
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1Director
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt2President
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt3Director
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd2true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd3true
IRS990ScheduleL/TotalBalanceDueAmt040000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Video conference expenses, $157| National dues, $735| national education and assistance program, $3500| interest on loans from individuals for renovation of house, $1752|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Explanation:, Amount:| Land and Building Appreciation, $3260|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, BOYAmount:, EOYAmount:| changes in fund of loans from individuals for renovation, $132500, $121400|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Brian Ewing
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Triangle Fraternal Organization
ReturnHeader/Filer/BusinessNameControlTxt0TRIA
ReturnHeader/Filer/EIN0956095475
ReturnHeader/Filer/ForeignPhoneNum03108013909
ReturnHeader/Filer/InCareOfNm0% Richard Keller
ReturnHeader/Filer/USAddress/AddressLine1Txt04901 Alcove Ave
ReturnHeader/Filer/USAddress/CityNm0Valley Village
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091607
ReturnHeader/ReturnTs02024-07-16T05:57:20-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brian
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ewing
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$253,991
Liabilities
$121,400
Net assets
$132,591
Revenue
$111,400
Expenses
$108,348
Net income
$3,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.49$1.05$1.44$1.18$1.10$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.54$1.21$1.33$1.11$1.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.59$1.33$1.26$1.32$1.28$0.03
2020Summary only. Only limited summary data is available for this year.$2.79$0.59$0.65$0.69$0.05
2019Summary only. Only limited summary data is available for this year.$2.22$0.00$0.45$0.56$0.11
2018Summary only. Only limited summary data is available for this year.$2.30$0.00$0.43$0.29$0.14
2017Summary only. Only limited summary data is available for this year.$2.13$0.00$0.41$0.33$0.08
2016Summary only. Only limited summary data is available for this year.$2.02$0.00$0.40$0.36$0.04
2015Summary only. Only limited summary data is available for this year.$1.95$0.00$0.32$0.33$0.01
2014Summary only. Only limited summary data is available for this year.$1.93$0.00$0.38$0.47$0.09
2013Summary only. Only limited summary data is available for this year.$1.98$0.00$0.26$0.38$0.13
2012Summary only. Only limited summary data is available for this year.$2.08$0.00$0.43$0.24$0.18
2011Summary only. Only limited summary data is available for this year.$1.86$0.00$0.22$0.36$0.14