2023-11-06T11:04:04-06:00 2022-12-31 363990892 Capin Crouse LLP 345 Massachusetts Avenue Suite 300 Indianapolis IN 46204 990 2022-01-01 351835134 Indiana Philanthropy Alliance Inc INDI 3176305200 115 W Washington St 950 Indianapolis IN 46204 Claudia Cummings President/CEO 3176305200 2023-11-06 1 Claudia Cummings 999009999 0 Sara Tibbott P01486965 5055022746 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X Claudia Cummings 115 W Washington St 950 Indianapolis IN 46204 3534498 0 X www.inphilanthropy.org X 1990 IN Champion, support and connect members as they transform Indiana through effective philanthropy. 15 15 15 45 0 0 872618 3079050 205814 330341 103249 107492 9360 8370 1191041 3525253 0 363442 0 0 657193 1249530 0 0 0 378474 952564 1035667 2565536 155374 959717 2099351 3615584 167418 1001440 1931933 2614144 X Our mission is to champion, support and connect our members as they transform Indiana through effective philanthropy. 1 0 743252 16175 Gift Technical Assistance Program - provide technical assistance, training, materials and resources to the more than 90 community foundations and affiliate funds participating in the gift (giving Indiana funds for tomorrow) initiative. In 2022, there were approximately 430 participants at 16 webinars/trainings. There were 89 attendees at 2 "Boot camps" - basic training for community foundation and board and staff members and 302 technical assistance visits/consultations. There were 26 in-person visits in 2022 to Community Foundations. 671244 293036 Member Services - Indiana Philanthropy Alliance (IPA) encourages an organized and knowledgeable philanthropy sector that is acknowledged for its impact on key issues affecting Indiana. During 2022, IPA held multiple networking/peer gatherings across the state, produced 52 e-newsletters for members, tracked state and national legislation affecting the sector, facilitated meetings for members with state and congressional elected officials, supported a website and provided technical assistance and web-based access to vetted technical and professional resources. IPA achieved a 94% member retention during 2022.Grantmaker Education and Resources - Indiana Philanthropy Alliance (IPA) makes available educational programs designed to fulfill the professional development needs of members by providing quality and diverse educational opportunities at an affordable price, to as many members of the Alliance as possible. During 2022, IPA provided 143 grantmaker education programs, Issue Collaborative meetings, and Peer Community convenings. There were 3,458 attendees at IPA programs and 395 unique organizations represented. IPA's website includes an online searchable knowledgebase of resources across a wide range of topics for foundations and grantmaking organizations. Indiana Philanthropy Alliance also offers Community Foundation Boot Camp virtually, to foundations across the country. 428899 363442 The community foundation internships program provides Indiana community foundations, participating in the GIFT program, grant dollars to hire college students attending an accredited college or university in Indiana. The purpose of the program is to provide operational support for the community foundations while providing real-life work experiences for the interns. The interns' experiences enriches their educational and personal development in addition to increasing their awareness of the important roles community foundation and philanthropy play in a community's quality of life. In 2022, there were 49 community foundations and affiliates that provided 122 college internship opportunities. 63643 29500 The John Mutz Philanthropic Leadership Institute identifies and develops transformational philanthropic leaders in Indiana. This cohort-based program provides a continuing education training experience that prepares future leaders for board and executive roles at foundations and corporations serving communities across Indiana. The class of 2022 featured 23 graduates from 7 counties in Indiana. 34806 Public Policy - IPA's advocacy efforts in 2022 included monitoring relevant state and federal legislation and providing information to members about the status via emails, electronic newsletters, and information posted on the IPA website; active lobbying with members of the state legislature and congress on topics related to philanthropy and charitable giving; creating informational materials about the roles and impact of Indiana foundations to educate elected officials; and arranging virtual and in-person visits with elected officials to share information about IPA and member foundations, as well as discuss potential public policies affecting philanthropy. 98449 29500 1941844 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 28 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X X Claudia Cummings 3176305200 115 W Washington St 950 Indianapolis IN 46204 Richard Haddad Chair 1.00 1.00 X X 0 0 0 Cheryl Taylor Vice Chair 1.00 1.00 X X 0 0 0 Stephanie Overbey Secretary 1.00 1.00 X X 0 0 0 Tim Murphy Treasurer 1.00 1.00 X X 0 0 0 Shannon Borden Director 1.00 X 0 0 0 Jill Carpenter Director 1.00 X 0 0 0 Dan Davis Director 1.00 X 0 0 0 Rachel Goodspeed Director 1.00 X 0 0 0 Thomas Major Jr Director 1.00 X 0 0 0 Pamela Ross Director 1.00 X 0 0 0 Jeff Small Director 1.00 X 0 0 0 Margaret A Spartz Director 1.00 X 0 0 0 Jenna Wachtmann Director 1.00 X 0 0 0 Brienne Hooker Director 1.00 X 0 0 0 Bill Stanczykiewicz Director 1.00 X 0 0 0 Claudia Cummings President/CEO 40.00 1.00 X 183250 0 44030 Holly Davis VP External Relations 40.00 X 103537 0 25095 Amy Haacker VP Community Foundation Programs 40.00 X 130485 0 25004 417272 0 94129 3 0 1 0 0 562661 1968427 547962 3079050 Education & Resources 900099 284666 284666 Mutz Institute 900099 29500 29500 Gift Technnical Assist 900099 16175 16175 330341 106737 106737 10000 9245 755 755 755 8370 8370 8370 3525253 338711 0 107492 363442 363442 228041 177872 50169 794682 619852 174830 73178 57079 16099 81892 63876 18016 71737 55955 15782 7904 7904 96720 96720 34806 34806 124801 124795 6 69985 58745 11240 48920 38158 10762 130407 101717 28690 7280 7280 197612 178252 19360 11142 8691 2451 Moving Expenses 160334 160334 Dues & Memberships 20941 1710 19231 41712 41710 2 2565536 1941844 623692 0 173932 190797 456245 391873 5625 25314 9125 15155 19207 59401 31089 0 28312 1439269 1259515 888023 0 812543 2099351 3615584 30031 109004 137387 71852 0 820584 167418 1001440 X 1645494 1667755 286439 946389 1931933 2614144 2099351 3615584 959717 -277506 0 X 0 1 X 1 0 X 810805 751745 1120440 872618 3079050 6634658 810805 751745 1120440 872618 3079050 6634658 1502269 5132389 97153 89362 90748 103249 106737 487249 6650 9360 8370 24380 7146287 853418 0.71820 0.58850 X Schedule A, Part II, Line 10, Explanation of Other Income: Miscellaneous income - 2020 Amount: $ 6,650. 2021 Amount: $ 9,360. 2022 Amount: $ 8,370. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 1 0 1 34806 1 0 34806 0 Part II-B, Line 1: The Alliance arranged the following events: "Foundations on the Hill" with the primary purpose to acquaint Federal legislators with the Alliance and the work/concerns of philanthropic sector. This event was attended virtually by the Alliance President/CEO and its Vice President of External Relations as well as Alliance members. Virtual and in-person meetings with members of Indiana's congressional delegation and/or staff took place. Legislative Roundtables were held in multiple regions around the state bringing representatives from grantmaking organizations together with state and federal elected officials. The purpose of the meetings was to educate and inform public officials about the role and scope of philanthropy in Indiana. The Alliance engaged a government relations lobbyist to represent the Alliance with members of the Indiana General Assembly to advocate regarding selected legislation that affects the operations of foundations and non-profit organizations. 28312 28312 31089 31089 0 28312 Certificates of deposit 888023 C 888023 Right-of-use assets 812543 812543 Right-of-use lease liabilities 820584 820584 1 Wabash Valley Community Foundation Inc 2901 Ohio Boulevard Suite 153 Terre Haute IN 47803 351848649 501(c)(3) 29561 0 Intern Program Washington County Community Foundation Inc PO Box 50 Salem IN 47167 351883377 501(c)(3) 21488 0 Intern Program The Blue River Community Foundation Inc 54 West Broadway Street Suite 1 Shelbyville IN 461761267 351756331 501(c)(3) 18638 0 Intern Program Ripley County Community Foundation Inc 13 East George Street Suite B Batesville IN 47006 352048001 501(c)(3) 17469 0 Intern Program Community Foundation of Bloomington & Monroe County 100 South College Ave Suite 240 Bloomington IN 47404 351811149 501(c)(3) 16044 0 Intern Program Community Foundation of Randolph County Inc 120 West Washington Street Winchester IN 47394 351903148 501(c)(3) 14254 0 Intern Program Montgomery County Community Foundation Inc PO Box 334 Crawfordsville IN 47933 351836315 501(c)(3) 13188 0 Intern Program Steuben County Community Foundation Inc 1701 North Wayne Street Angola IN 46703 351857065 501(c)(3) 12378 0 Intern Program Community Foundation of DeKalb County Inc PO Box 111 Auburn IN 46706 351992897 501(c)(3) 11747 0 Intern Program Community Foundation of Hancock County Inc 312 East Main Street Greenfield IN 46140 351837729 501(c)(3) 11701 0 Intern Program Warren County Community Foundation Inc 31 North Monroe Street Williamsport IN 479931117 352070789 501(c)(3) 11444 0 Intern Program Legacy Foundation Inc 370 East 84th Drive Suite 100 Merrillville IN 46410 351872803 501(c)(3) 11192 0 Intern Program Decatur County Communtiy Foundation Inc 101 East Main Street Suite 1 Greensburg IN 47240 351870979 501(c)(3) 11109 0 Intern Program Community Foundation of Boone County Inc 102 North Lebanon Street Suite 200 Lebanon IN 46052 351829585 501(c)(3) 10904 0 Intern Program The Putnam County Community Foundation 2 South Jackson Street Greencastle IN 46135 311159916 501(c)(3) 10674 0 Intern Program Community Foundation of Greater Fort Wayne Inc 555 East Wayne Street Fort Wayne IN 46802 351119450 501(c)(3) 9985 0 Intern Program Scott County Community Foundation Inc PO Box 25 Scottsburg IN 47170 352014369 501(c)(3) 9508 0 Intern Program Benton County Community Foundation Inc PO Box 351 Fowler IN 47944 260074023 501(c)(3) 9496 0 Intern Program Madison County Community Foundation Inc 911 Meridian Street Anderson IN 46016 351859959 501(c)(3) 8990 0 Intern Program Unity Foundation of LaPorte County Inc 422 Franklin Street Suite C Michigan City IN 46360 351658674 501(c)(3) 8030 0 Intern Program Greene County Community Foundation Inc 4513 West State Road 54 Bloomfield IN 47424 351815060 501(c)(3) 7670 0 Intern Program Marshall County Community Foundation Inc PO Box 716 Plymouth IN 46563 351826870 501(c)(3) 7368 0 Intern Program Community Foundation Alliance Inc 20 NW 3rd Street Suite 820 Evansville IN 47708 351830262 501(c)(3) 7205 0 Intern Program Johnson County Community Foundation PO Box 217 Franklin IN 46131 351797437 501(c)(3) 6968 0 Intern Program Jennings County Community Foundation Inc 111 North State Street North Vernon IN 47265 351922885 501(c)(3) 5484 0 Intern Program Community Foundation of St Joseph County Inc PO Box 837 South Bend IN 466240837 237365930 501(c)(3) 5050 0 Intern Program 26 0 Part I, Line 2: Each member community foundation submits an internship work plan, which includes the goals and objectives, a budget, and timeframe the intern will be engaged to IPA Foundation staff for approval. The plan includes a description of the tasks that will be accomplished by the intern during their internship. A description of the expectations is also required. IPA staff monitors the amount of grant dollars that each community foundation applies for and receives. At the completion of the internship with the community foundation, the intern supplies a final narrative report describing their experience at the community foundation to IPA staff. Each community foundation must submit a final report also concerning their experience with the internship. X X 0 0 0 0 0 0 0 0 0 Claudia Cummings President/CEO 183209 0 0 0 41 0 19623 0 25169 0 228042 0 0 0 Amy Haacker VP Community Foundation Programs 130458 0 0 0 27 0 13231 0 12535 0 156251 0 0 0 Form 990, Part III, line 2 The organization began administering grants that had previously been handled by the Indiana Philanthropy Alliance Foundation. Form 990, Part V, Line 2a: Indiana Philanthropy Alliance does not file any W-2s as all employees are outsourced from a professional employment organization. Indiana Philanthroy Alliance reimburses the professional employment organization for the employees' compensation and the reimbursements are reported on 990 Part VII, Section A and 990 Part IX, Lines 5-10. Form 990, Part VI, Section A, line 1a The Executive Committee members shall include, but not necessarily be limited to, the officers of the Corporation. All members of the Executive Committee shall be active members of the Board of Directors. The Executive Committee is authorized to act on behalf of the Board in between meetings of the Board. Form 990, Part VI, Section B, line 11b In keeping with Indiana Philanthropy Alliance's values of operating in ways that are ethical and transparent, the following policy will guide the organization's compliance with Form 990 submissions: The IRS Form 990 annual tax filing (and other required filings such as 990-T as needed) shall be reviewed and approved by the President/CEO and the IPA Board Chair and Board Treasurer (or in either one's absence another member of the IPA Executive Committee) prior to submission. In addition, the full board shall receive a copy of the IRS Form 990 (and other required filings) before submission. Form 990, Part VI, Section B, line 12c The Indiana Philanthropy Alliance, Inc. conflict of interest policy covers all Indiana Philanthropy Alliance board members, officers and staff. Board members, officers and staff have the responsibility to disclose the existence of any conflict or appearance of a conflict to the President/CEO or the Chair of the Board of Directors at the earliest possible time. The board member, officer or staff with the conflict or potential for appearance of conflict is expected to excuse himself or herself from any involvement in any decision related to the matter. This does not prevent a board member, officer or staff member from briefly stating his/her position in the matter, or from answering pertinent questions related to the matter. Form 990, Part VI, Section B, line 15a The President/CEO is selected by the Indiana Philanthropy Alliance board and is responsible to the board for the operation of the organization. The board approves the CEO's compensation and benefits per the recommendation of the Executive Committee, and conducts an annual review of the CEO's performance. Any board members with a potential conflict of interest must recuse themselves from the compensation recommendation. A review of Executive compensation paid by comparable nonprofit and for-profit organizations for functionally comparable positions is conducted to support the Board's compensation decisions and to guard against any excess benefit transaction. This process is documented. Form 990, Part IV, Section B, Line 15b: The organization does not compensate any other officers or key employees. Therefore, this line was answered "no" in accordance with the instructions. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy and financial statements are available upon request. Indiana Philanthropy Alliance Foundation 115 W Washington St Suite 950 Indianapolis IN 46204 351868240 Supporting Organization IN 501(c)(3) Line 12a, I Indiana Philanthropy Alliance Inc 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 Indiana Philanthropy Alliance Foundation C 1968427 Book Value