2024-11-01T14:17:04-05:00 2023-12-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2023-01-01 351855863 IBA FOUNDATION INC IBAF 3173879380 8425 WOODFIELD CROSSING BLVD 1555E INDIANAPOLIS IN 462409380 RODNEY E LASLEY CHIEF OPERATING OFFICER 3173879380 2024-11-01 1 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2024-11-01 2023 2024-10-15 13:58:12Z RODNEY E LASLEY 8425 WOODFIELD CROSSING BLVD 1555E INDIANAPOLIS IN 462409380 2947924 0 X N/A X 1992 IN TO PROVIDE EDUCATION PROGRAMS AND SERVICES TO THE MEMBERS OF THE BANKING INDUSTRY. 5 3 0 175 36393 0 51000 31000 2061423 2483497 659398 397034 37321 36393 2809142 2947924 0 0 0 0 1296266 819839 0 0 0 1505457 2082917 2801723 2902756 7419 45168 13140684 13765191 1778734 1955078 11361950 11810113 TO PROVIDE EDUCATION PROGRAMS AND SERVICES TO THE MEMBERS OF THE BANKING INDUSTRY. 0 0 2846883 2483497 CONVENTION, CONFERENCES & SEMINARS AND RELATED EXPENSES PROVIDES EDUCATION & INFORMATION TO INDIANA BANKERS ASSOCIATION MEMBERS AND OTHERS ON BANKING TOPICS. 2846883 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 6 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X AMBER VAN TIL 3173879380 8425 WOODFIELD CROSSING BLVD 1555E INDIANAPOLIS IN 462409380 JAMIE R SHINABARGER PRESIDENT 1.00 1.00 X X 0 0 0 BENJAMIN J BOCHNOWSKI FIRST VICE PRESIDENT 1.00 1.00 X X 0 0 0 MATTHEW W HOWREY SECOND VICE PRESIDENT & TREASURER 1.00 1.00 X X 0 0 0 RODNEY E LASLEY SECRETARY 16.00 24.00 X X 0 187034 26567 AMBER R VAN TIL ASSISTANT TREASURER & CEO 16.00 24.00 X X 0 413933 40430 0 600967 66997 0 0 1 0 FRENCH LICK SPRINGS RESORT 8670 W STATE ROAD 56 FRENCH LICK IN 47432 CONVENTION LOCATION 143937 SODEXO 3000 N MERIDIAN ST INDIANAPOLIS IN 46208 MEGA EVENT FOOD AND PLANNING 120030 INDIANAPOLIS MARRIOTT NORTH 3645 RIVER CROSSING PARKWAY INDIANAPOLIS IN 46240 BANKING ON WOMEN EVENT LOCATION 108072 3 31000 31000 SEMINARS AND CONFERENC 611710 1490559 1490559 CONVENTIONS 611710 992938 992938 2483497 397034 397034 ADVERTISING INCOME 541800 36393 36393 36393 2947924 2483497 36393 397034 638786 638786 31655 31655 110855 110855 38543 38543 7454 7454 29227 29227 55873 55873 10820 10820 140634 140634 69491 69491 241833 241833 28308 28308 688287 688287 12531 12531 30073 30073 EDUCATION EXPENSES 763350 763350 GIFTS AND AWARDS 5036 5036 2902756 2846883 55873 0 735137 795894 0 211673 0 3500 146702 78696 16171 16291 181047 133601 9879 47446 12232795 12611691 13140684 13765191 108550 36200 176409 118255 1493775 1800623 1778734 1955078 X 11361950 11810113 11361950 11810113 13140684 13765191 X 45168 402995 X X 0 1 X 1 0 X 274600 112000 81000 51000 31000 549600 2350981 1199743 1923679 2061423 2483497 10019323 2625581 1311743 2004679 2112423 2514497 10568923 10000 10000 20000 0 10000 10000 20000 10548923 192864 659398 397034 1249296 192864 659398 397034 1249296 14627 15918 33951 37321 36393 138210 2640208 1327661 2231494 2809142 2947924 11956429 0.88230 0.91440 0.10450 0.07500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 181047 133601 47446 47446 DUE TO RELATED ENTITIES 1800623 1800623 X PART X, LINE 2: ACCOUNTING 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. 0 0 0 0 0 0 0 0 0 AMBER R VAN TIL ASSISTANT TREASURER & CEO 0 339068 0 74865 0 0 0 19800 0 20630 0 454363 0 0 RODNEY E LASLEY SECRETARY 0 164534 0 22500 0 0 0 9270 0 17297 0 213601 0 0 PART I, LINE 3 THE 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. FORM 990, PART VI, SECTION A, LINE 6 THE FOUDNATION IS COMPRISED OF MEMBERS FROM VARIOUS BANKS IN THE STATE OF INDIANA. FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION'S MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS 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 11B THE 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 12C THE FOUNDATION'S BOARD ANNUALLY HAS TO UPDATE AND SIGN A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION 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 18 INFORMATION 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 19 THE 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. INDIANA BANKERS ASSOCIATION 8425 WOODFIELD CROSSING BLVD STE 15 INDIANAPOLIS IN 462409380 350407470 TO PROVIDE EDUCATIONAL PROGRAMS AND SERVICES TO THE MEMBERS. IN 501(C)(6) 0 CBAI COMMUNITY INVESTMENTS CORP 8425 WOODFIELD CROSSING BLVD STE 15 INDIANAPOLIS IN 462409380 352207031 TO PROVIDE CAPITAL AND FACILITATE LOANS IN LOW INCOME COMMUNITIES IN 501(C)(3) LINE 10 0 THE INDIANA BANKPAC STATE FUND 8425 WOODFIELD CROSSING BLVD STE 15 INDIANAPOLIS IN 462409380 470858511 STATE POLITICAL SUPPORT IN 527 0 THE INDIANA BANKPAC FEDERAL FUND 8425 WOODFIELD CROSSING BLVD STE 15 INDIANAPOLIS IN 462409380 FEDERAL POLITICAL SUPPORT IN 527 0 IBA HOLDING COMPANY INC 8425 WOODFIELD CROSSING BLVD STE 15 INDIANAPOLIS IN 462409380 351732866 TO PROVIDE BANKS WITH QUALITY PRODUCTS AND SERVICES IN C 0 IBA INSURANCE AGENCY INC 8425 WOODFIELD CROSSING BLVD STE 15 INDIANAPOLIS IN 462409380 351828930 TO PROVIDE INSURANCE SERVICES TO MEMBER BANKS. IN C 0 IBA SERVICE CORP INC 8425 WOODFIELD CROSSING BLVD STE 15 INDIANAPOLIS IN 462409380 351829069 TO PROVIDE BANKING SERVICES TO MEMBER BANKS. IN C 0 CBAI COMMUNITY DEVELOPMENT INC 8425 WOODFIELD CROSSING BLVD STE 15 INDIANAPOLIS IN 462409380 352207031 TO PROVIDE LOANS TO BUSINESSES IN LOW INCOME COMMUNITIES IN C 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 INDIANA BANKERS ASSOCIATION O 769566 TRANSACTION AMOUNT INDIANA BANKERS ASSOCIATION P 2077289 TRANSACTION AMOUNT INDIANA BANKERS ASSOCIATION E 1835714 TRANSACTION AMOUNT