FURP.ORG / PUBLIC DATA EXPLORER

IBA FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
IBA FOUNDATION INC (EIN 35-1855863)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-01
IRS object ID
202403069349302055
Schema version
2023v5.1
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)
Return2024-11-01T14:17:04-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351178661PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUE & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112800 N MERIDIAN ST STE 400AddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351855863EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IBA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlIBAFBusinessNameControlTxt
Phone3173879380PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18425 WOODFIELD CROSSING BLVD 1555EAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462409380ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRODNEY E LASLEYPersonNm
Person TitleCHIEF OPERATING OFFICERPersonTitleTxt
Phone3173879380PhoneNum
Signature2024-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANGELA N CRAWFORD CPAPreparerPersonNm
PTINP00573197PTIN
Phone3178488920PhoneNum
Preparation2024-11-01PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRODNEY E LASLEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18425 WOODFIELD CROSSING BLVD 1555EAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462409380ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,947,924GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1992FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO PROVIDE EDUCATION PROGRAMS AND SERVICES TO THE MEMBERS OF THE BANKING INDUSTRY.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers175TotalVolunteersCnt
Total Gross UBI$36,393TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$51,000PYContributionsGrantsAmt
CY Contributions Grants$31,000CYContributionsGrantsAmt
PY Program Service Revenue$2,061,423PYProgramServiceRevenueAmt
CY Program Service Revenue$2,483,497CYProgramServiceRevenueAmt
PY Investment Income$659,398PYInvestmentIncomeAmt
CY Investment Income$397,034CYInvestmentIncomeAmt
PY Other Revenue$37,321PYOtherRevenueAmt
CY Other Revenue$36,393CYOtherRevenueAmt
PY Total Revenue$2,809,142PYTotalRevenueAmt
CY Total Revenue$2,947,924CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,296,266PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$819,839CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,505,457PYOtherExpensesAmt
CY Other Expenses$2,082,917CYOtherExpensesAmt
PY Total Expenses$2,801,723PYTotalExpensesAmt
CY Total Expenses$2,902,756CYTotalExpensesAmt
PY Revenues Less Expenses$7,419PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$45,168CYRevenuesLessExpensesAmt
Total Assets BOY$13,140,684TotalAssetsBOYAmt
Total Assets EOY$13,765,191TotalAssetsEOYAmt
Total Liabilities BOY$1,778,734TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,955,078TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,361,950NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,810,113NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE EDUCATION PROGRAMS AND SERVICES TO THE MEMBERS OF THE BANKING INDUSTRY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,846,883ExpenseAmt
Revenue$2,483,497RevenueAmt
DescCONVENTION, CONFERENCES & SEMINARS AND RELATED EXPENSES PROVIDES EDUCATION & INFORMATION TO INDIANA BANKERS ASSOCIATION MEMBERS AND OTHERS ON BANKING TOPICS.Desc
Total Program Service Expenses$2,846,883TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMBER VAN TILBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3173879380PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18425 WOODFIELD CROSSING BLVD 1555EAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462409380ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JAMIE R SHINABARGER
PRESIDENT1.001.00Yes (X)Yes (X)$0$0$0
BENJAMIN J BOCHNOWSKI
FIRST VICE PRESIDENT1.001.00Yes (X)Yes (X)$0$0$0
MATTHEW W HOWREY
SECOND VICE PRESIDENT & TREASURER1.001.00Yes (X)Yes (X)$0$0$0
RODNEY E LASLEY
SECRETARY16.0024.00Yes (X)Yes (X)$0$187,034$26,567
AMBER R VAN TIL
ASSISTANT TREASURER & CEO16.0024.00Yes (X)Yes (X)$0$413,933$40,430
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$600,967TotReportableCompRltdOrgAmt
Total Other Compensation$66,997TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
FRENCH LICK SPRINGS RESORT
8670 W STATE ROAD 56FRENCH LICKIN47432CONVENTION LOCATION$143,937
SODEXO
3000 N MERIDIAN STINDIANAPOLISIN46208MEGA EVENT FOOD AND PLANNING$120,030
INDIANAPOLIS MARRIOTT NORTH
3645 RIVER CROSSING PARKWAYINDIANAPOLISIN46240BANKING ON WOMEN EVENT LOCATION$108,072
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
All Other Contributions$31,000AllOtherContributionsAmt
Total Contributions$31,000TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SEMINARS AND CONFERENC611710$1,490,559$1,490,559
CONVENTIONS611710$992,938$992,938
FieldValueIRS element (for citing)
Total Program Service Revenue$2,483,497TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$397,034TotalRevenueColumnAmt
Exclusion$397,034ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADVERTISING INCOMEDesc
Business541800BusinessCd
Total Revenue Column$36,393TotalRevenueColumnAmt
Unrelated Business Revenue$36,393UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$36,393OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,947,924TotalRevenueColumnAmt
Related Or Exempt Func Income$2,483,497RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$36,393UnrelatedBusinessRevenueAmt
Exclusion$397,034ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$638,786TotalAmt
Program Services$638,786ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$31,655TotalAmt
Program Services$31,655ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$110,855TotalAmt
Program Services$110,855ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$38,543TotalAmt
Program Services$38,543ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$7,454TotalAmt
Program Services$7,454ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$29,227TotalAmt
Program Services$29,227ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$55,873TotalAmt
Management And General$55,873ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$10,820TotalAmt
Program Services$10,820ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$140,634TotalAmt
Program Services$140,634ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$69,491TotalAmt
Program Services$69,491ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$241,833TotalAmt
Program Services$241,833ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$28,308TotalAmt
Program Services$28,308ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$688,287TotalAmt
Program Services$688,287ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,531TotalAmt
Program Services$12,531ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$30,073TotalAmt
Program Services$30,073ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
EDUCATION EXPENSES$763,350$763,350
GIFTS AND AWARDS$5,036$5,036

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,902,756TotalAmt
Program Services$2,846,883ProgramServicesAmt
Management And General$55,873ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$735,137BOYAmt
EOY$795,894EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$211,673EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$3,500EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$146,702BOYAmt
EOY$78,696EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,171BOYAmt
EOY$16,291EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$181,047LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$133,601LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,879BOYAmt
EOY$47,446EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$12,232,795BOYAmt
EOY$12,611,691EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,140,684BOYAmt
EOY$13,765,191EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$108,550BOYAmt
EOY$36,200EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$176,409BOYAmt
EOY$118,255EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,493,775BOYAmt
EOY$1,800,623EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,778,734BOYAmt
EOY$1,955,078EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,361,950BOYAmt
EOY$11,810,113EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,361,950BOYAmt
EOY$11,810,113EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,140,684BOYAmt
EOY$13,765,191EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$45,168ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$402,995OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$274,600CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$112,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$81,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,000CurrentTaxYearMinus1YearAmt
Current Tax Year$31,000CurrentTaxYearAmt
Total$549,600TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,350,981CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,199,743CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,923,679CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,061,423CurrentTaxYearMinus1YearAmt
Current Tax Year$2,483,497CurrentTaxYearAmt
Total$10,019,323TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,625,581CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,311,743CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,004,679CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,112,423CurrentTaxYearMinus1YearAmt
Current Tax Year$2,514,497CurrentTaxYearAmt
Total$10,568,923TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$10,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,000CurrentTaxYearMinus2YearsAmt
Total$20,000TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$10,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,000CurrentTaxYearMinus2YearsAmt
Total$20,000TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$10,548,923PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$192,864CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$659,398CurrentTaxYearMinus1YearAmt
Current Tax Year$397,034CurrentTaxYearAmt
Total$1,249,296TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$192,864CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$659,398CurrentTaxYearMinus1YearAmt
Current Tax Year$397,034CurrentTaxYearAmt
Total$1,249,296TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,627CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,918CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,951CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,321CurrentTaxYearMinus1YearAmt
Current Tax Year$36,393CurrentTaxYearAmt
Total$138,210TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,640,208CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,327,661CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,231,494CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,809,142CurrentTaxYearMinus1YearAmt
Current Tax Year$2,947,924CurrentTaxYearAmt
Total$11,956,429TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.88230PublicSupportCY509Pct
Public Support PY5090.91440PublicSupportPY509Pct
Investment Income CY0.10450InvestmentIncomeCYPct
Investment Income PY0.07500InvestmentIncomePYPct
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 D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$181,047OtherCostOrOtherBasisAmt
Depreciation$133,601DepreciationAmt
Book Value$47,446BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$47,446TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED ENTITIESDesc
Amt$1,800,623Amt
FieldValueIRS element (for citing)
Total Liability$1,800,623TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
AMBER R VAN TIL
ASSISTANT TREASURER & CEO$0$339,068$0$74,865$0$0$0$19,800$0$20,630$0$454,363$0$0
RODNEY E LASLEY
SECRETARY$0$164,534$0$22,500$0$0$0$9,270$0$17,297$0$213,601$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE CEO IS COMPENSATED BY A RELATED ORGANIZATION. THAT ORGANIZATION UTILIZES WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEYS AND APPROVAL BY THE BOARD IN DERTMINING THE CEO'S COMPENSATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE FOUDNATION IS COMPRISED OF MEMBERS FROM VARIOUS BANKS IN THE STATE OF INDIANA.
FORM 990, PART VI, SECTION A, LINE 7ATHE FOUNDATION'S MEMBERS ELECT THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7BMEMBERS OF THE FOUNDATION ELECT THE BOARD OF DIRECTORS AND/OR HOLD OFFICE ON THE BOARD OF DIRECTORS. THE BOARD IS IN CHARGE OF ELECTING OFFICERSS OF THE FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 RETURN WILL BE SENT TO ALL MEMBERS OF THE BOARD AND THEN REVIEWED AND AUTHORIZED BY THE PRESIDENT OF THE BOARD PRIOR TO SUBMISSION TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE FOUNDATION'S BOARD ANNUALLY HAS TO UPDATE AND SIGN A CONFLICT OF INTEREST STATEMENT.
FORM 990, PART VI, SECTION B, LINE 15ACOMPENSATION FOR THE PRESIDENT/CEO IS REVIEWED ANNUALLY BY THE IBA EXECUTIVE COMMITTEE. IN DETERMINING THE PRESIDENT/CEO'S COMPENSATION, THE COMMITTEE REVIEWS A COMPREHENSIVE SALARY SURVEY FROM THE OTHER STATE BANKERS ASSOCIATIONS. THE COMMITTEE REVIEW OF THE PRESIDENT/CEO'S COMPENSATION IS DOCUMENTED IN THE BOARD MINUTES.
FORM 990, PART VI, SECTION C, LINE 18INFORMATION IS AVAILABLE UPON REQUEST TO INDIANA BANKERS ASSOCIATION FOUNDATION, 8425 WOODFIELD CROSSING BLVD, SUITE 155E, INDIANAPOLIS, IN 46240-9380 OR CALLING (317) 387-9380
FORM 990, PART VI, SECTION C, LINE 19THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS CAN BE MADE AVAILABLE UPON REQUEST TO INDIANA BANKERS ASSOCIATION FOUNDATION, 8425 WOODFIELD CROSSING BLVD, SUITE 155E, INDIANAPOLIS, IN 46240-9380 OR CALLING (317) 387-9380.
FORM 990, PART XI, LINE 9:UNREALIZED GAIN ON INVESTMENTS 402,995.
FORM 990, PART XII, LINE 2C:NO CHANGE IN PROCESS FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
INDIANA BANKERS ASSOCIATION
8425 WOODFIELD CROSSING BLVD STE 15INDIANAPOLISIN462409380350407470TO PROVIDE EDUCATIONAL PROGRAMS AND SERVICES TO THE MEMBERS.IN501(C)(6)0
CBAI COMMUNITY INVESTMENTS CORP
8425 WOODFIELD CROSSING BLVD STE 15INDIANAPOLISIN462409380352207031TO PROVIDE CAPITAL AND FACILITATE LOANS IN LOW INCOME COMMUNITIESIN501(C)(3)0LINE 10
THE INDIANA BANKPAC STATE FUND
8425 WOODFIELD CROSSING BLVD STE 15INDIANAPOLISIN462409380470858511STATE POLITICAL SUPPORTIN5270
THE INDIANA BANKPAC FEDERAL FUND
8425 WOODFIELD CROSSING BLVD STE 15INDIANAPOLISIN462409380FEDERAL POLITICAL SUPPORTIN5270

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
IBA HOLDING COMPANY INC
8425 WOODFIELD CROSSING BLVD STE 15INDIANAPOLISIN462409380351732866TO PROVIDE BANKS WITH QUALITY PRODUCTS AND SERVICESINC0
IBA INSURANCE AGENCY INC
8425 WOODFIELD CROSSING BLVD STE 15INDIANAPOLISIN462409380351828930TO PROVIDE INSURANCE SERVICES TO MEMBER BANKS.INC0
IBA SERVICE CORP INC
8425 WOODFIELD CROSSING BLVD STE 15INDIANAPOLISIN462409380351829069TO PROVIDE BANKING SERVICES TO MEMBER BANKS.INC0
CBAI COMMUNITY DEVELOPMENT INC
8425 WOODFIELD CROSSING BLVD STE 15INDIANAPOLISIN462409380352207031TO PROVIDE LOANS TO BUSINESSES IN LOW INCOME COMMUNITIESINC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
INDIANA BANKERS ASSOCIATION
O$769,566TRANSACTION AMOUNT
INDIANA BANKERS ASSOCIATION
P$2,077,289TRANSACTION AMOUNT
INDIANA BANKERS ASSOCIATION
E$1,835,714TRANSACTION AMOUNT