2023-11-14T16:19:18-06:00 2022-12-31 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2022-01-01 351267319 INDIANA COMMUNITY ACTION ASSOCIATION INC INDI 3176384232 1845 WEST 18TH STREET INDIANAPOLIS IN 46202 EDWARD GERARDOT EXECUTIVE DIRECTOR 3176384232 2023-11-14 1 EDWARD GERARDOT 999009999 0 SHAWN D DREIMAN CPA P00380913 3178413393 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z EDWARD GERARDOT 1845 WEST 18TH STREET INDIANAPOLIS IN 46202 6099874 0 X WWW.INCAP.ORG X 1970 IN THE INDIANA COMMUNITY ACTION ASSOCIATION (IN-CAA) WORKS TO STRENGTHEN THE CAPACITY OF INDIANA'S COMMUNITY ACTION AGENCIES TO ADDRESS COMMUNITY NEEDS AND POVERTY. 22 22 24 22 0 0 1617210 3095985 1451565 2665315 755 363 669270 338211 3738800 6099874 0 0 1242805 1070272 1914203 2009697 0 0 0 1085270 2931995 4242278 6011964 -503478 87910 2520276 3226114 194256 812184 2326020 2413930 X THE INDIANA COMMUNITY ACTION ASSOCIATION (IN-CAA) WORKS TO STRENGTHEN THE CAPACITY OF INDIANA'S COMMUNITY ACTION AGENCIES TO ADDRESS COMMUNITY NEEDS AND POVERTY. 0 0 4392872 2909886 RURAL COMMUNITY ASSISTANCE PROGRAM (RCAP) - RCAP TECHNICAL ASSISTANCE PROVIDERS ASSISTED TOWNS, CONSERVANCY DISTRICTS, REGIONAL SEWER DISTRICTS, WATER AUTHORITIES, AND UNINCORPORATED AREAS FACING WATER AND WASTEWATER CHALLENGES. RCAP ASSISTED THESE ENTITIES WITH LEVERAGING GRANTS AND LOW-INTEREST LOANS TO FUND PLANNING AND CONSTRUCTION OF UPGRADES, RENOVATIONS, AND NEW TREATMENT SYSTEMS. ASSISTANCE WAS ALSO PROVIDED IN THE FORM OF ON-SITE TRAINING OF UTILITY BOARDS AND CLERKS ON MANAGERIAL AND FINANCIAL ISSUES, AND REPORTING TO FEDERAL AND STATE AGENCIES. UNDER THE SOLID WASTE MANAGEMENT GRANT, RCAP PROVIDED ON-SITE TECHNICAL ASSISTANCE TO SOLID WASTE DISTRICTS THROUGHOUT THE STATE. (SEE SCHEDULE O)INDIANA TRAINING INSTITUTE (ITI): COMMUNITY ACTION AGENCIES IN INDIANA WERE ABLE TO BENEFIT FROM THE SERVICES PROVIDED BY THE INDIANA TRAINING INSTITUTE (ITI) WITH CSBG FUNDING RECEIVED FROM THE INDIANA HOUSING AND COMMUNITY DEVELOPMENT AUTHORITY. ITI PROVIDED TRADITIONAL TRAINING AND PROFESSIONAL DEVELOPMENT FOR INDIVIDUALS WITH CSBG FUNDING. INDIANA COMMUNITY ACTION POVERTY INSTITUTE (ICAPI) - THE ICAPI CONDUCTS RESEARCH AND PROMOTES PUBLIC POLICIES TO HELP HOOSIER FAMILIES ACHIEVE AND MAINTAIN ECONOMIC SELF-SUFFICIENCY. THE ICAPI WAS FOUNDED IN 2004 AND IS THE ONLY STATEWIDE PROGRAM IN INDIANA THAT COMBINES RESEARCH AND POLICY ANALYSIS REGARDING FEDERAL AND STATE POLICIES AND PROGRAMS WITH EDUCATION AND OUTREACH. THE ICAPI HAS BECOME A RELIABLE SOURCE FOR INFORMATION ON LOW-INCOME WORKERS IN INDIANA; FURTHERING THE DEBATE THAT SOMETIMES WORK ALONE IS NOT ENOUGH TO SUPPORT A FAMILY.WEATHERIZATION TRAINING CENTER (WTC) THE IN-CAA WEATHERIZATION TRAINING CENTER (WTC) AND THE INDIANA WEATHERIZATION ASSISTANCE PROGRAM WERE BOTH WELL RECOGNIZED ON THE NATIONAL LEVEL. THE IN-CAA WTC IS ACCREDITED BY THE INTERSTATE RENEWABLE ENERGY COUNCIL (IREC) AS A TRAINING CENTER TO PROVIDE SERVICES FOR PROFESSIONALS IN THE AREA OF: ENERGY AUDITOR - QUALITY CONTROL INSPECTOR - CREW LEADER & RETROFIT INSTALLER. THE DEPARTMENT OF ENERGY REQUIRES TRAINING AND CERTIFICATION BY AN IREC-ACCREDITED PROGRAM. 905452 AS THE MEMBERSHIP ORGANIZATION OF COMMUNITY ACTION ASSOCIATIONS ACROSS INDIANA, THE ORGANIZATION ACTS AS THE RECIPIENT AND ADMINISTRATOR OF THE UTILITY ASSISTANCE PROGRAMS. 5298324 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X MICHELLE CARSON 3176384232 1845 WEST 18TH STREET INDIANAPOLIS IN 46202 STEVE HOFFMAN PRESIDENT 1.00 X X 0 0 0 CHUCK LADOW DIRECTOR 1.00 X 0 0 0 ELAINA FREEMAN DIRECTOR 1.00 X 0 0 0 RANDY DENNISON DIRECTOR 1.00 X 0 0 0 TERRANCE WHITE DIRECTOR 1.00 X 0 0 0 BERTHA PROCTOR DIRECTOR 1.00 X 0 0 0 JOYCE FLECK VICE PRESIDENT 1.00 X X 0 0 0 DAVID MILLER DIRECTOR 1.00 X 0 0 0 ELVA JAMES SECRETARY 1.00 X X 0 0 0 DONNA TAYLOR DIRECTOR 1.00 X 0 0 0 KEVIN POLIVICK DIRECTOR 1.00 X 0 0 0 PHIL ELLIS DIRECTOR 1.00 X 0 0 0 DOUG ECKERTY DIRECTOR 1.00 X 0 0 0 CYNDI DAVIS DIRECTOR 1.00 X 0 0 0 CAROLE BARR TREASURER 1.00 X X 0 0 0 TAMARA CUNNINGHAM DIRECTOR 1.00 X 0 0 0 BARBARA COWGILL DIRECTOR 1.00 X 0 0 0 JENNIFER TROWBRIDGE DIRECTOR 1.00 X 0 0 0 KARLA FALES DIRECTOR 1.00 X 0 0 0 EDDY RIOU DIRECTOR 1.00 X 0 0 0 GARY ROAN DIRECTOR 1.00 X 0 0 0 ROBIN CURRY-SHUMAKER DIRECTOR 1.00 X 0 0 0 MICHELLE CARSON BUSINESS MGR 40.00 X 106135 0 33891 CHRISTIN WILLMAN TRAINING LEADER 40.00 X 102645 0 38006 EDWARD GERARDOT EXECUTIVE DIREC 40.00 X 128487 0 28248 FRED CLADE HVAC TECHNICAL TRAINER 40.00 X 91790 0 34774 MICHAEL HASTINGS SHELL TECHNICAL TRAINER 40.00 X 91454 0 42169 520511 0 177088 3 0 0 0 INDUSTRIAL INSULATION SOLUTIONS INC 654 STATE STREET HAMMOND IN 46320 LEAD ABATEMENT PROJECTS 474760 DUKE ENERGY 139 E 4TH ST EY312 CINCINNATI OH 45202 SHARE THE LIGHT TRANSMITTAL PAYMENTS 460033 P & E PAINTING LLC 5649 E 62ND PL INDIANAPOLIS IN 46220 LEAD ABATEMENT PROJECTS 268190 LAKESHORE MANAGEMENT & DEVELOPMENT LLC 4688 RIVER ROAD SODUS MI 49126 LEAD ABATEMENT PROJECTS 140221 GREENTREE ENVIRONMENTAL SERVICES INC 5287 CENTRAL AVE PORTAGE IN 46368 LEAD ABATEMENT PROJECTS 125838 7 2001551 1094434 3095985 TRAINING FEES 624100 2527858 2527858 MEMBERSHIP DUES 624100 137457 137457 2665315 363 363 93640 0 93640 93640 93640 OTHER INCOME 624100 244571 244571 244571 6099874 2909886 0 94003 1070272 1070272 697597 559062 138535 1312100 1051532 260568 429 429 17450 17450 45084 32711 12373 51643 42928 8715 60904 29020 31884 149212 74288 74924 35298 19202 16096 54440 36457 17983 CONTRACT SERVICES 2398578 2288467 110111 DUES & SUBSCRIPTIONS 52610 35232 17378 OTHER EXPENSES 43093 22646 20447 TELEPHONE 12020 9663 2357 11234 8965 2269 6011964 5298324 713640 0 1441617 1220481 212163 552972 328711 961294 52762 41642 2022166 1572441 485023 449725 2520276 3226114 189264 807192 4992 4992 194256 812184 X 1206999 1377161 1119021 1036769 2326020 2413930 2520276 3226114 87910 0 X 0 1 X 1 1 1 X 1974819 3053583 3969705 1617210 3095985 13711302 1974819 3053583 3969705 1617210 3095985 13711302 13711302 339 490 1188 755 363 3135 13714437 11181696 0.99980 0.99970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 4558 0 1 29677 34235 0 PART II-B, LINE 1: LOBBYIST AND LOBBY REPORT PAYMENTS 59866 59866 1424153 1061501 362652 538147 510940 27207 449725 RENT DEPOSITS 4992 4992 X 6099874 0 6099874 0 6099874 6011964 0 6011964 0 6011964 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - THE EXECUTIVE DIRECTOR OF EVERY COMMUNITY ACTION AGENCY IS AUTOMATICALLY APPOINTED TO THE BOARD OF DIRECTORS (NO VOTES ARE TAKEN). FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - FORM 990 WILL BE PRESENTED TO AND REVIEWED BY THE BOARD OF DIRECTORS VIA E-MAIL BEFORE THE 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST IS DEFINED AND DESCRIBED IN THE PERSONNEL POLICIES AND PROCEDURES MANUAL. THE EMPLOYEES ARE MADE AWARE THAT THEY MUST NOTIFY THE EXECUTIVE DIRECTOR OF ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD MEETS AND PERFORMS THE ANNUAL EVALUATION OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION FOR THE CHANGE IN COMPENSATION WHICH IS THEN PRESENTED TO THE FULL BOARD FOR A VOTE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND THE FINANCIAL STATEMENTS ARE AVAILABLE TO ALL UPON REASONABLE REQUEST.