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INDIANA FINANCIAL SERVICES ASSOCIATION INC: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
INDIANA FINANCIAL SERVICES ASSOCIATION INC (EIN 46-1002472)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-03
IRS object ID
202400949349201610
Schema version
2023v5.0
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)
Return2024-04-03T17:37:01-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363168081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIKICH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18555 N RIVER RD 300AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461002472EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA FINANCIAL SERVICESBusinessNameLine1Txt
Business Name Line2ASSOCIATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINDIBusinessNameControlTxt
Phone3179975620PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE INDIANA SQUARE SUITE 2800AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRETT ASHTONPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3179975620PhoneNum
Signature2024-03-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRETTPersonFirstNm
Person LastASHTONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIDGETTE MUGGEPreparerPersonNm
PTINP00671418PTIN
Phone3178424466PhoneNum
Preparation2024-03-25PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressINDIANAFSA.ORGWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$92,415GrossReceiptsAmt
Membership Dues$92,415MembershipDuesAmt
Total Revenue$92,415TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$75,000FeesAndOtherPymtToIndCntrctAmt
Total Expenses$75,000TotalExpensesAmt
Excess Or Deficit For Year$17,415ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$76,377NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$93,792NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$76,377BOYAmt
EOY$93,792EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$76,377BOYAmt
EOY$93,792EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$76,377BOYAmt
EOY$93,792EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposePROMOTING THE COMMON INTERESTS, OPPORTUNITES, AND GROWTH OF ENTITIES AND ORGANIZATIONS WHO PROVIDE FINANCIAL SERVICES THROUGHOUT THE STATE OF INDIANA AND TO PROVIDE EDUCATION, RESEARCH, PUBLIC RELATIONS, DIRECT COMMUNICATION WITH REGULATORS AND LEGISLATORS CONCERNING THE FINANCIAL SERVICES INDUSTRY FOR THE BENEFIT OF ITS MEMBERS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomPROMOTING THE COMMON INTERESTS, OPPORTUNITES, AND GROWTH OF ENTITIES AND ORGANIZATIONS WHO PROVIDE FINANCIAL SERVICES THROUGHOUT THE STATE OF INDIANA AND TO PROVIDE EDUCATION, RESEARCH, PUBLIC RELATIONS, DIRECT COMMUNICATION WITH REGULATORS AND LEGISLATORS CONCERNING THE FINANCIAL SERVICES INDUSTRY FOR THE BENEFIT OF ITS MEMBERS.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$0ProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RYAN BLACK
PRESIDENT/SEC/TREASURER1.00$0$0$0
ELIZABETH HAMMOND
BOARD MEMBER1.00$0$0$0
ALLEN GRIFFITH
BOARD MEMBER1.00$0$0$0
STEVEN HOLT
BOARD MEMBER1.00$0$0$0
SCOTT MILBOURN
VICE PRESIDENT1.00$0$0$0
JOE SCHUEBERT
BOARD MEMBER1.00$0$0$0
DAVID KORN
BOARD MEMBER1.00$0$0$0
BRETT ASHTON
EXECUTIVE DIRECTOR1.00$30,000$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRETT ASHTONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE INDIANA SQUARE SUITE 2700AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Phone3172386291PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd
Dues Assessments$92,415DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$37,500NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$4,504NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$42,004NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$46,208AggregateReportedDuesNtcAmt
Taxable-$4,204TaxableAmt

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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