Indiana Trio Inc

Nonprofit profile at a glance

EIN
800265909
IRS 990-EZ coverage
2023–2025
Forms available
Form 990-EZ 2025, Form 990-N 2021
Location
Indianapolis, IN, USA
Phone
2193988714
Rating
70
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Reported finances

Revenue
$138,792
Expenses
$116,164
Assets
$165,774

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • LETISE JENKINS (PAST PRESIDENT)
  • CORINNA QUALLS (PRESIDENT)
  • DEMETRIA PETTIE (PRESIDENT ELECT)

People named in this filing

  • LETISE JENKINS (PAST PRESIDENT)
  • CORINNA QUALLS (PRESIDENT)
  • DEMETRIA PETTIE (PRESIDENT ELECT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To 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.

What it reported doing in 2025

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.

Operating model

Revenue model
Donor-supported. 95% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 49
  • Transparency & Controls: 100
  • Sustainability: 59
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 47.4%; rating input score 47
  • Program expense ratio: 53%; rating input score 53

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 16.3%; rating input score 66; 66th percentile among comparable filings
  • Total-asset coverage ratio: 1.43; rating input score 70; 70th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -3.6% per year; rating input score 0; 21st percentile among comparable filings
  • Revenue growth: 17.6% per year; rating input score 100; 79th percentile among comparable filings
  • Asset growth: 12% per year; rating input score 100; 64th percentile among comparable filings

Details

  • Where the money goes: 47.4% of revenue deployed · 53% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $62K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2023 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 47/100.
  • Review — Financial Efficiency: Program expense ratio scored 53/100.
  • High — Growth: Program expense growth scored 0/100.