2023-05-11T16:16:17-05:00 2022-09-30 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2021-10-01 261484144 AMERICAN LEGION AUXILIARY FNDN AMER 3175694500 3450 FOUNDERS ROAD INDIANAPOLIS IN 46268 GARY WARD DIRECTOR OF FINANCE 3175694500 2023-05-04 1 GARY WARD 999009999 CORY SCHUNEMANN P01866583 3178488920 2023-05-04 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z TERRI WALLACE 3450 FOUNDERS ROAD INDIANAPOLIS IN 46268 862479 0 X WWW.ALAFOUNDATION.ORG X 2007 IN THE AMERICAN LEGION AUXILIARY FOUNDATION POSITIVELY IMPACTS THE LIVES OF OUR VETERANS, MILITARY, AND THEIR FAMILIES BY FUNDING PROGRAMS OF THE AMERICAN LEGION AUXILIARY TODAY AND FOR FUTURE GENERATIONS. 16 14 0 14 0 0 678634 728308 0 0 57115 67159 10 0 735759 795467 188939 275936 0 0 0 0 0 0 216304 268196 230357 457135 506293 278624 289174 2861788 2664076 198217 136424 2663571 2527652 X FOUNDED IN 2007, THE PURPOSE OF THE AMERICAN LEGION AUXILIARY FOUNDATION IS TO ASSIST IN CARRYING OUT THE EDUCATIONAL, CHARITABLE, AND OTHER EXEMPT PURPOSES OF THE AUXILIARY BY RAISING FUNDS FOR, ASSISTING IN CONDUCT OF, AND PROVIDING SUPPORT TO THE AUXILIARY PROGRAMS. AS A 501(C)(3) PUBLIC BENEFIT CORPORATION, THE ALA FOUNDATION PROVIDES A RESOURCE TO ENGAGE ADDITIONAL INVESTORS INTERESTED IN SUPPORTING OUR MISSION. IT IS A WAY TO SECURE OUR LEGACY AND HERITAGE OF SERVICE NOT SELF, ULTIMATELY ENHANCING THE QUALITY OF LIFE FOR FUTURE GENERATIONS OF VETERANS, MILITARY, AND THEIR FAMILIES. 0 0 275958 275936 THE AMERICAN LEGION AUXILIARY (ALA) FOUNDATION'S PURPOSE IS TO ENSURE THE LONG-TERM SUSTAINABILITY OF THE ALA. THE ALA FOUNDATION AWARDED $87,275 TO ALA ENTITIES VIA THIRD PARTY SUB GRANTS THAT SUPPORTED YOUTH, EDUCATION, AND VETERANS' PROGRAMS; AND AWARDED $30,000 IN SUBGRANTS TO THE ALA IN SUPPORT OF THE NATIONAL VETERANS CREATIVE ARTS FESTIVAL AND VETERAN PROGRAMS. THE ALA FOUNDATION GRANTED $14,376 TO SUPPORT THE ALA GIRLS NATION PROGRAM. THE ALA FOUNDATION AWARDED THE ALA $65,000 TO SUPPORT ITS CO-PRESENTATION OF THE NATIONAL VETERANS CREATIVE ARTS FESTIVAL THAT REWARDS THE ARTISTIC ACHIEVEMENTS OF VETERANS RECEIVING ART THERAPY THROUGH THE VA HEALTHCARE SYSTEM, AND ADDITIONALLY AWARDED $10,928 TO AFFILIATES SUPPORTING LOCAL VETERANS' CREATIVE ARTS FESTIVALS. THE ALA FOUNDATION AWARDED $43,714 THAT SUPPORTED EMERGENT NEEDS OF VETERANS. THE ALA FOUNDATION AWARDED $24,643 TO DEPARTMENTS SUPPORTING MISSION DELIVERY. 275958 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 IN X X X GARY WARD 3175694500 3450 FOUNDERS ROAD INDIANAPOLIS IN 46268 CATHLEEN MACINNES FOUNDATION PRESIDENT 5.00 0.00 X X 0 0 0 DIANE DUSCHECK FOUNDATION VICE PRESIDENT 5.00 0.00 X X 0 0 0 TERRI WALLACE FOUNDATION TREASURER 5.00 0.00 X X 0 0 0 ANNE PARKER FOUNDATION SECRETARY 5.00 0.00 X X 0 0 0 NANCY BROWN-PARK APPOINTED DIRECTOR 2.00 0.00 X 0 0 0 CARRIE DAVENPORT ELECTED DIRECTOR 2.00 0.00 X 0 0 0 ROSEMARIE W HAUCK ELECTED DIRECTOR 2.00 0.00 X 0 0 0 LAURALEE GOOCH ELECTED DIRECTOR 2.00 0.00 X 0 0 0 KAYE HIRST ELECTED DIRECTOR 2.00 0.00 X 0 0 0 KATHRYN KAOUDIS ELECTED DIRECTOR 2.00 0.00 X 0 0 0 CAROL HARLOW ELECTED DIRECTOR 2.00 0.00 X 0 0 0 SANDRA RICE ELECTED DIRECTOR 2.00 0.00 X 0 0 0 VICKIE KOUTZ EX-OFFICIO DIRECTOR 5.00 55.00 X 0 7102 0 LISA WILLIAMSON DESIGNATED DIRECTOR 5.00 25.00 X 0 0 0 MARYBETH REVOIR DESIGNATED DIRECTOR 5.00 30.00 X 0 0 0 CORAL MAY GROUT DESIGNATED DIRECTOR 5.00 30.00 X 0 0 0 DORIS HAMMEKE ELECTED DIRECTOR (TERM ENDED (9/1/2022) 2.00 0.00 X 0 0 0 KATHY DAUDISTEL EX-OFFICIO DIRECTOR (TERM ENDED 9/1/2022) 5.00 55.00 X X 0 47400 0 0 54502 0 0 0 0 0 RESOURCEONE PO BOX 839 TULSA OK 74101 DIRECT MAIL PROD & SVCS 142185 1 30297 698011 39205 728308 42729 42729 91442 67012 24430 24430 24430 795467 0 0 67159 275936 275936 2155 2155 499 22 477 16343 53 16290 13556 10042 3514 3307 15 3292 1766 1766 DIRECT MAIL EXPENSES 187883 187883 REIMBURSED EXPENSE 4848 4848 506293 275958 14031 216304 526532 534690 262989 264041 11000 0 2061267 1865345 2861788 2664076 165830 107178 16887 29246 5000 0 10500 0 198217 136424 X 12015 12236 2651556 2515416 2663571 2527652 2861788 2664076 289174 -425093 0 X X 0 1 X 1 0 X 511142 560277 458944 678634 728308 2937305 511142 560277 458944 678634 728308 2937305 1864 2935441 26825 34683 42157 57215 42729 203609 3140914 0.93460 0.93500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2205645 230990 -361162 41439 2034034 1750742 408133 327950 38488 242692 2205645 1488937 284179 107094 14731 114737 1750742 1228571 343345 37677 30606 90050 1488937 1012935 295621 72478 23868 128595 1228571 0.92546 0.07454 0 0 0 X 548808 -425093 180589 -244504 793312 2155 2155 795467 684727 180589 180589 504138 2155 2155 506293 PART X, LINE 2: MANAGEMENT OF THE FOUNDATION EVALUATES ALL SIGNIFICANT TAX POSITIONS TO ENSURE COMPLIANCE WITH THE EXEMPT PURPOSES OF THE FOUNDATION AS REQUIRED BY U.S. GAAP, INCLUDING CONSIDERATION OF ANY UNRELATED BUSINESS INCOME TAX. AS OF SEPTEMBER 30, 2022, MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS TAKEN ANY TAX POSITIONS THAT ARE NOT IN COMPLIANCE WITH ITS EXEMPT PURPOSE. THE FOUNDATION'S FEDERAL AND STATE TAX RETURNS REMAIN OPEN AND SUBJECT TO EXAMINATION BEGINNING WITH THE TAX YEAR ENDED SEPTEMBER 30, 2019. 1 AMERICAN LEGION AUXILIARY 3450 FOUNDERS RD INDIANAPOLIS IN 46268 350144340 501C19 65000 0 NATIONAL VETERANSCREATIVE ARTS FESTIVAL AMERICAN LEGION AUXILIARY 3450 FOUNDERS RD INDIANAPOLIS IN 46268 350144340 501C19 25000 0 SUBGRANT- FIRST NATIONGROUP (TO NVCAF) ALA DEPARTMENT OF MINNESOTA 634 WATER STREET EAU CLAIRE WI 54703 237382249 501C19 21002 0 SUBGRANT - MN PROGRAMS ALA DEPARTMENT OF TEXAS 1624 E ANDERSON LANE AUSTIN TX 78752 740483608 501C19 17500 0 SUBGRANT - TEXAS GIRLSSTATE AMERICAN LEGION AUXILIARY 3450 FOUNDERS RD INDIANAPOLIS IN 46268 350144340 501C19 14376 0 GIRLS NATION ALA UNIT 37 ILLINOIS 27129 275TH AVENUE EWING MO 63440 376026717 501C19 10000 0 VETERAN PROJECTS -AMVVETS CHERISH THE ALA UNIT 28 DELAWARE 31768 LEGION RD MILLSBORO DE 19966 911922671 501C19 10000 0 VETERAN PROJECTS - HOMEOF THE BRAVE SIDING ALA DEPARTMENT OF MINNESOTA 20 W 12TH ST RM 314 ST PAUL MN 55155 410121904 501C19 9400 0 SUBGRANT - MN PROGRAMS ALA DISTRICT 10 21725 LINDEN WAY ROGERS MN 55374 411355236 501C19 6960 0 VETERAN PROJECTS - MAGNUS VETERANSFOUNDATION ALA DEPARTMENT OF MINNESOTA 635 WATER STREET EAU CLAIRE WI 54703 237382250 501C19 6600 0 SUBGRANT - MN PROGRAMS ALA UNIT 72 CONNECTICUT 66 MAIN STREET SOUTHINGTON CT 06489 066109722 501C19 6000 0 VETERAN PROJECTS - HOUSETHE HORSE ALA UNIT 53 WISCONSIN 634 WATER STREET EAU CLAIRE WI 54703 237382249 501C19 6000 0 SUBGRANT - BINGOUPGRADE (PRESTO FND) ALA UNIT 53 WISCONSIN 634 WATER STREET EAU CLAIRE WI 54703 237382249 501C19 6000 0 SUBGRANT - BINGOUPGRADE (MELVIN S 8 PART I, LINE 2: THE ALA FOUNDATION HAS ESTABLISHED CRITERIA FOR GRANTING. ALA FOUNDATION GRANTS ARE AWARDED TO AN ALA TAX-EXEMPT ENTITY THAT IS IN GOOD STANDING WITH BOTH THE IRS AND THE AMERICAN LEGION AUXILIARY NATIONAL ORGANIZATION. ALA ENTITIES SUBMITTING GRANT PROPOSALS MUST DEMONSTRATE THAT THEY WILL BE SUPPORTING THE ALA MISSION OF SERVING VETERANS, MILITARY AND THEIR FAMILIES. ALA FOUNDATION GRANT RECIPIENTS ARE REQUIRED TO SUBMIT GRANT REPORTS THAT INCLUDE A NARRATIVE DESCRIPTION OR SUMMARY OF THE GRANT PROGRESS OR OUTCOME, ALONG WITH A FINANCIAL REPORT OF THE GRANT FUNDING. GRANT RECIPIENTS ARE NOTIFIED OF COMPLIANCE REQUIREMENTS AS REVIEWED PERIODICALLY AND APPROVED BY THE ALA FOUNDATION BOARD. X OFFICE EXPENSES 1 30297 COST X AUCTION ITEMS 23 8908 FMV OF ITEMS 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B ALA MANAGEMENT REVIEWS AND COMPLETES THE 990 CHECKLIST PROVIDED BY THE OUTSIDE INDEPENDENT ACCOUNTING FIRM AND INCLUDES APPROPRIATE SUPPORTING INFORMATION AND SCHEDULES FOR THE TAX PREPARERS. THE OUTSIDE INDEPENDENT ACCOUNTING FIRM PREPARES THE 990 FORM AND STATE RETURN. THE DRAFT 990 AND STATE RETURN FORMS ARE SENT TO THE ALA NATIONAL RISK AND COMPLIANCE COMMITTEE, ALONG WITH A COPY OF THE AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI SECTION B LINE 15 THE ORGANIZATION DOES NOT CURRENTLY HAVE ANY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 12C TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLEPURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITSTAX-EXEMPT STATUS, REVIEWS ARE CONDUCTED ANNUALLY THROUGH THE RISK ANDCOMPLIANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT CURRENTLY HAVE ANY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 AND MOST RECENT AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW AT ALAFOUNDATION.ORG, ALAFORVETERANS.ORG AND UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR REVIEW UPON REQUEST. 2C THE ALA NATIONAL RISK AND COMPLIANCE COMMITTEE: - REVIEWS THE DRAFT 990 AND COPY OF AUDITED FINANCIAL STATEMENTS. - DETERMINES THAT RESPONSES IN THE 990, ARE CONSISTENT WITH THEIR UNDERSTANDING OF THE FACTS. - DRAFTS QUESTIONS OR COMMENTS RESULTING FROM THEIR REVIEW FOR THE TAX PREPARERS (OUTSIDE INDEPENDENT ACCOUNTING FIRM). - MEETS WITH MANAGEMENT AND OUTSIDE INDEPENDENT ACCOUNTING FIRM TO REVIEW AND RESOLVE ALL QUESTIONS/COMMENTS. - DOCUMENTS THEIR REVIEW AND APPROVAL OF THE FORMS THROUGH WRITTEN MEETING MINUTES. FORM 990 AND STATE RETURN FORM ARE REVIEWED AND SIGNED BY THE ALA FOUNDATION DIRECTOR. MANAGEMENT FILES THE COMPLETED FORMS. AMERICAN LEGION AUXILIARY NATL HQ 3450 FOUNDERS ROAD INDIANAPOLIS IN 46268 350144340 SUPPORTS/ADVOCATES FOR US VETERANS, ACTIVE MILITARY, AND THEIR FAMILIES IN 501C19 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 AMERICAN LEGION AUXILIARY NAT'L HQ C 30297 DIRECT COST AMERICAN LEGION AUXILIARY NAT'L HQ B 109376 ACTUAL CASH CONTRIBUTIONS