IBA FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
IBA FOUNDATION INC (EIN 35-1855863)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-18
IRS object ID
202322919349300942
Schema version
2022v5.0
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)
Return2023-10-18T12:00:45-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1301 SW ADAMS STREET SUITE 1000AddressLine1Txt
CityPEORIACityNm
State AbbreviationILStateAbbreviationCd
ZIP61602ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

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 155EAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462409380ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRODNEY E LASLEYPersonNm
Person TitleCHIEF OPERATING OFFICERPersonTitleTxt
Phone3173879380PhoneNum
Signature2023-10-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRODNEYPersonFirstNm
Person LastLASLEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW SMITH CPAPreparerPersonNm
PTINP01518894PTIN
Phone3096714500PhoneNum
Preparation2023-10-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAMBER VAN TILPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18425 WOODFIELD CROSSING BLVD 155EAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462409380ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,809,142GrossReceiptsAmt
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$37,321TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$81,000PYContributionsGrantsAmt
CY Contributions Grants$51,000CYContributionsGrantsAmt
PY Program Service Revenue$1,923,679PYProgramServiceRevenueAmt
CY Program Service Revenue$2,061,423CYProgramServiceRevenueAmt
PY Investment Income$808,759PYInvestmentIncomeAmt
CY Investment Income$659,398CYInvestmentIncomeAmt
PY Other Revenue$33,951PYOtherRevenueAmt
CY Other Revenue$37,321CYOtherRevenueAmt
PY Total Revenue$2,847,389PYTotalRevenueAmt
CY Total Revenue$2,809,142CYTotalRevenueAmt
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$960,685PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,296,266CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,438,251PYOtherExpensesAmt
CY Other Expenses$1,505,457CYOtherExpensesAmt
PY Total Expenses$2,398,936PYTotalExpensesAmt
CY Total Expenses$2,801,723CYTotalExpensesAmt
PY Revenues Less Expenses$448,453PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,419CYRevenuesLessExpensesAmt
Total Assets BOY$14,001,613TotalAssetsBOYAmt
Total Assets EOY$13,140,684TotalAssetsEOYAmt
Total Liabilities BOY$1,256,371TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,778,734TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,745,242NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,361,950NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE EDUCATION PROGRAMS AND SERVICES TO THE MEMBERS OF THE BANKING INDUSTRY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,563,397ExpenseAmt
Revenue$2,061,423RevenueAmt
DescCONVENTION, CONFERENCES & SEMINARS AND RELATED EXPENSES PROVIDES EDUCATION & INFORMATION TO INDIANA BANKERS ASSOCIATION MEMBERS AND OTHERS ON BANKING TOPICS.Desc
Total Program Service Expenses$2,563,397TotalProgramServiceExpensesAmt
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 Footnote0IncludeFIN48FootnoteInd
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 Document12IRPDocumentCnt
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 RlnYes (1)FamilyOrBusinessRlnInd
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 155EAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462409380ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JAMIE R SHINABARGER
PRESIDENT1.001.00Yes (X)Yes (X)$0$0$0
AMBER VAN TIL
ASSISTANT TREASURER16.0024.00Yes (X)Yes (X)$0$412,894$43,747
RODNEY E LASLEY
SECRETARY16.0024.00Yes (X)Yes (X)$0$178,220$25,005
BENJAMIN J BOCHNOWSKI
FIRST VICE PRESIDENT1.001.00Yes (X)Yes (X)$0$0$0
MATTHEW W HOWREY
SECOND VP & TREASURER1.000.00Yes (X)Yes (X)$0$0$0
DAX E DENTON
CHIEF POLICY OFFICER1.0040.00Yes (X)$0$169,194$35,466
CHRISTINA M BENNETT
VP - MEETINGS & EVENTS16.0024.00$0$133,451$26,732Yes (X)
LAURIE REES
VP - EDUCATION & TRAINING38.002.00$0$139,651$27,804Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,033,410TotReportableCompRltdOrgAmt
Total Other Compensation$158,754TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
FRENCH LICK SPRINGS RESORT
8670 W STATE ROAD 56FRENCH LICKIN47432CONVENTION LOCATION$139,605
CENTERPLATE
100 S CAPITOL SUITE 300INDIANAPOLISIN46225MEGA EVENT FOOD AND BEVERAGE$109,349
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$51,000AllOtherContributionsAmt
Total Contributions$51,000TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SEMINARS AND CONFERENC611710$1,304,119$1,304,119
CONVENTIONS611710$740,478$740,478
STATE AIB REG/FEES611710$16,826$16,826
FieldValueIRS element (for citing)
Total Program Service Revenue$2,061,423TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$659,398TotalRevenueColumnAmt
Exclusion$659,398ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADVERTISINGDesc
Business611710BusinessCd
Total Revenue Column$37,321TotalRevenueColumnAmt
Unrelated Business Revenue$37,321UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$37,321OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,809,142TotalRevenueColumnAmt
Related Or Exempt Func Income$2,061,423RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$37,321UnrelatedBusinessRevenueAmt
Exclusion$659,398ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$164,010TotalAmt
Program Services$132,819ProgramServicesAmt
Management And General$31,191ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,126,763TotalAmt
Program Services$1,036,625ProgramServicesAmt
Management And General$90,138ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,493TotalAmt
Program Services$5,054ProgramServicesAmt
Management And General$439ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,252TotalAmt
Management And General$3,252ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$56,263TotalAmt
Management And General$56,263ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$43,762TotalAmt
Management And General$43,762ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$26,337TotalAmt
Program Services$20,865ProgramServicesAmt
Management And General$5,472ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$77,753TotalAmt
Program Services$77,753ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$41,856TotalAmt
Program Services$35,751ProgramServicesAmt
Management And General$6,105ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$490,717TotalAmt
Program Services$490,717ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,361TotalAmt
Program Services$9,657ProgramServicesAmt
Management And General$1,704ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescEDUCATION EXPENSESDesc
Total$754,156TotalAmt
Program Services$754,156ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,801,723TotalAmt
Program Services$2,563,397ProgramServicesAmt
Management And General$238,326ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$350,022BOYAmt
EOY$735,137EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$86,500BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$116,463BOYAmt
EOY$146,702EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$19,635BOYAmt
EOY$16,171EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$130,949LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$121,070LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$13,949BOYAmt
EOY$9,879EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,415,044BOYAmt
EOY$12,232,795EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,001,613BOYAmt
EOY$13,140,684EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$66,340BOYAmt
EOY$108,550EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$172,409BOYAmt
EOY$176,409EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,017,622BOYAmt
EOY$1,493,775EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,256,371BOYAmt
EOY$1,778,734EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,742,742BOYAmt
EOY$11,361,950EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,500BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,745,242BOYAmt
EOY$11,361,950EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,001,613BOYAmt
EOY$13,140,684EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$7,419ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,390,711NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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$80,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$274,600CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$112,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$81,000CurrentTaxYearMinus1YearAmt
Current Tax Year$51,000CurrentTaxYearAmt
Total$598,600TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,258,485CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,350,981CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,199,743CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,923,679CurrentTaxYearMinus1YearAmt
Current Tax Year$2,061,423CurrentTaxYearAmt
Total$9,794,311TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,338,485CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,625,581CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,311,743CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,004,679CurrentTaxYearMinus1YearAmt
Current Tax Year$2,112,423CurrentTaxYearAmt
Total$10,392,911TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$10,392,911PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$192,864CurrentTaxYearMinus1YearAmt
Current Tax Year$659,398CurrentTaxYearAmt
Total$852,262TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$192,864CurrentTaxYearMinus1YearAmt
Current Tax Year$659,398CurrentTaxYearAmt
Total$852,262TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,567CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,627CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,918CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,951CurrentTaxYearMinus1YearAmt
Current Tax Year$37,321CurrentTaxYearAmt
Total$120,384TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,357,052CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,640,208CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,327,661CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,231,494CurrentTaxYearMinus1YearAmt
Current Tax Year$2,809,142CurrentTaxYearAmt
Total$11,365,557TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.91440PublicSupportCY509Pct
Public Support PY5090.94130PublicSupportPY509Pct
Investment Income CY0.07500InvestmentIncomeCYPct
Investment Income PY0.04390InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2018 AMOUNT: $ 18,567. 2019 AMOUNT: $ 14,627. 2020 AMOUNT: $ 15,918. 2021 AMOUNT: $ 33,951. 2022 AMOUNT: $ 37,321.ExplanationTxt

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$130,949OtherCostOrOtherBasisAmt
Depreciation$121,070DepreciationAmt
Book Value$9,879BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$9,879TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescADVANCE FROM INDIANA BANKERS ASSOCIATIONDesc
Amt$1,493,775Amt
FieldValueIRS element (for citing)
Total Liability$1,493,775TotalLiabilityAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
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 (5 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 VAN TIL
ASSISTANT TREASURER$0$325,500$0$74,000$0$13,394$0$18,300$0$25,447$0$456,641$0$0
DAX E DENTON
CHIEF POLICY OFFICER$0$150,000$0$19,194$0$0$0$10,152$0$25,314$0$204,660$0$0
RODNEY E LASLEY
SECRETARY$0$150,000$0$18,175$0$10,045$0$9,000$0$16,005$0$203,225$0$0
LAURIE REES
VP - EDUCATION & TRAINING$0$125,500$0$14,151$0$0$0$8,580$0$19,224$0$167,455$0$0
CHRISTINA M BENNETT
VP - MEETINGS & EVENTS$0$119,500$0$13,951$0$0$0$7,720$0$19,012$0$160,183$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2FROM TIME TO TIME, BOARD MEMBERS OF THE ORGANIZATION MAY HAVE TRANSACTIONS WITH OTHER BOARD MEMBERS IN THE COURSE OF THEIR REGULAR BUSINESS ACTIVITIES. THESE BUSINESS TRANSACTIONS DO NOT INVOLVE THE ORGANIZATION IN ANY WAY.
FORM 990, PART VI, SECTION A, LINE 6THE FOUNDATION 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 OFFICERS/KEY EMPLOYEES 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 REQUESTS THAT ALL CONFLICTS OF INTEREST ARE UPDATED TO THE BOARD ON A REGULAR BASIS.
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 XII, LINE 2CNO CHANGE IN PROCESS FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
INDIANA BANKERS ASSOCIATION
8425 WOODFIELD CROSSING BLVD STE 15INDIANAPOLISIN462409380350407470TO PROVIDE EDUCATIONAL PROGRAMS AND SERVICES TO THE MEMBERS.IN501(C)(6)LINE 10N/A0
CBAI COMMUNITY INVESTMENT CORP
8425 WOODFIELD CROSSING BLVD STE 15INDIANAPOLISIN462409380TO PROVIDE CAPITAL AND FACILITATE LOANS IN LOW INCOME COMMUNITIES.IN501(C)(3)LINE 10N/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
IBA HOLDING COMPANY INC
8425 WOODFIELD CROSSING BLVD STE 15INDIANAPOLISIN46240351732866TO PROVIDE BANKS WITH QUALITY PRODUCTS AND SERVICES.ININDIANA BANKERS ASSOCIATIONC0
IBA INSURANCE AGENCY INC
8425 WOODFIELD CROSSING BLVD STE 15INDIANAPOLISIN46240351828930TO PROVIDED INSURANCE SERVICES TO MEMBER BANKS.INIBA HOLDING COMPANY INCC0
IBA SERVICE CORP INC
8425 WOODFIELD CROSSING BLVD STE 15INDIANAPOLISIN46240351829069TO PROVIDE BANKING SERVICES TO MEMBER BANKS.INIBA HOLDING COMPANY INCC0
CBAI COMMUNITY DEVELOPMENT INC
8425 WOODFIELD CROSSING BLVD STE 15INDIANAPOLISIN46240352207031TO PROVIDE LOANS TO BUSINESSES IN LOW INCOME COMMUNITIES.INIBA HOLDING COMPANY INCC0
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 IBA HOLDING COMPANY INC
O$1,290,773PER ACCOUNTING RECORDS
INDIANA BANKERS ASSOCIATION IBA HOLDING COMPANY INC
P$182,580PER ACCOUNTING RECORDS
INDIANA BANKERS ASSOCIATION IBA HOLDING COMPANY INC
E$108,550PER ACCOUNTING RECORDS

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