INDIANA PHILANTHROPY ALLIANCE INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
INDIANA PHILANTHROPY ALLIANCE INC (EIN 35-1835134)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-31
IRS object ID
202201519349300335
Schema version
2021v4.2
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)
Return2022-05-31T13:16:16-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363990892PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Capin Crouse LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1345 Massachusetts Avenue Suite 300AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351835134EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Indiana Philanthropy Alliance IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINDIBusinessNameControlTxt
Phone3176305200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line132 E Washington St 1100AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonClaudia CummingsPersonNm
Person TitlePresident/CEOPersonTitleTxt
Phone3176305200PhoneNum
Signature2022-05-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstClaudiaPersonFirstNm
Person LastCummingsPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSara TibbottPreparerPersonNm
PTINP01486965PTIN
Phone5055022746PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerClaudia CummingsPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line132 E Washington St 1100AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,692,619GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.inphilanthropy.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1990FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionChampion, support and connect members as they transform Indiana through effective philanthropy.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee13TotalEmployeeCnt
Total Volunteers55TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,120,440PYContributionsGrantsAmt
CY Contributions Grants$872,618CYContributionsGrantsAmt
PY Program Service Revenue$164,690PYProgramServiceRevenueAmt
CY Program Service Revenue$205,814CYProgramServiceRevenueAmt
PY Investment Income$92,119PYInvestmentIncomeAmt
CY Investment Income$103,249CYInvestmentIncomeAmt
PY Other Revenue$6,799PYOtherRevenueAmt
CY Other Revenue$9,360CYOtherRevenueAmt
PY Total Revenue$1,384,048PYTotalRevenueAmt
CY Total Revenue$1,191,041CYTotalRevenueAmt
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$675,905PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$657,193CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$274,296PYOtherExpensesAmt
CY Other Expenses$378,474CYOtherExpensesAmt
PY Total Expenses$950,201PYTotalExpensesAmt
CY Total Expenses$1,035,667CYTotalExpensesAmt
PY Revenues Less Expenses$433,847PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$155,374CYRevenuesLessExpensesAmt
Total Assets BOY$1,789,678TotalAssetsBOYAmt
Total Assets EOY$2,099,351TotalAssetsEOYAmt
Total Liabilities BOY$87,400TotalLiabilitiesBOYAmt
Total Liabilities EOY$167,418TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,702,278NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,931,933NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOur mission is to champion, support and connect our members as they transform Indiana through effective philanthropy.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$613,809ExpenseAmt
Revenue$23,766RevenueAmt
DescMember Services - Indiana Philanthropy Alliance (IPA) encourages an organized and knowledgeable philanthropy sector that is acknowledged for its impact on key issues affecting Indiana. During 2021, 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 2021.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$187,491ExpenseAmt
Revenue$155,408RevenueAmt
DescGrantmaker 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 2021, IPA provided 69 grantmaker education programs. There were 2,282 attendees at IPA programs and 350 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$57,682ExpenseAmt
Revenue$36,000RevenueAmt
DescThe 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 inaugural class of 2021 featured 24 graduates from 13 counties in Indiana.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$33,612ExpenseAmt
DescPublic Policy - IPA's advocacy efforts in 2021 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.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$33,612TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$892,594TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
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 Liabilities0ReportOtherLiabilitiesInd
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
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document21IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee13EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
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 Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
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
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Claudia CummingsBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3176305200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line132 E Washington St 1100AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Richard Haddad
Chair1.001.00Yes (X)Yes (X)$0$0$0
Cheryl Taylor
Vice Chair1.001.00Yes (X)Yes (X)$0$0$0
Charles Dunlap
Treasurer1.001.00Yes (X)Yes (X)$0$0$0
Stephanie Overbey
Secretary1.001.00Yes (X)Yes (X)$0$0$0
Shannon Borden
Director1.00Yes (X)$0$0$0
Jill Carpenter
Director1.00Yes (X)$0$0$0
Dan Davis
Director1.00Yes (X)$0$0$0
Rachel Goodspeed
Director1.00Yes (X)$0$0$0
Thomas Major Jr
Director1.00Yes (X)$0$0$0
John Murphy
Director1.00Yes (X)$0$0$0
Tim Murphy
Director1.00Yes (X)$0$0$0
Pamela Ross
Director1.00Yes (X)$0$0$0
Jeff Small
Director1.00Yes (X)$0$0$0
Margaret A Spartz
Director1.00Yes (X)$0$0$0
Jenna Wachtmann
Director1.00Yes (X)$0$0$0
Claudia Cummings
President/CEO34.006.00Yes (X)$152,227$26,864$43,048
FieldValueIRS element (for citing)
Total Reportable Comp From Org$152,227TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$26,864TotReportableCompRltdOrgAmt
Total Other Compensation$43,048TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$453,128MembershipDuesAmt
All Other Contributions$419,490AllOtherContributionsAmt
Total Contributions$872,618TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Education Resources900099$155,408$155,408
Mutz Institute900099$36,000$36,000
Member services900099$14,406$14,406
FieldValueIRS element (for citing)
Total Program Service Revenue$205,814TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$103,249TotalRevenueColumnAmt
Exclusion$103,249ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$501,578SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$501,578SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,360TotalRevenueColumnAmt
Related Or Exempt Func Income$9,360RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$9,360OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,191,041TotalRevenueColumnAmt
Related Or Exempt Func Income$215,174RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$103,249ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$188,818TotalAmt
Program Services$172,656ProgramServicesAmt
Management And General$16,162ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$375,770TotalAmt
Program Services$343,605ProgramServicesAmt
Management And General$32,165ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$32,789TotalAmt
Program Services$29,982ProgramServicesAmt
Management And General$2,807ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$24,972TotalAmt
Program Services$22,834ProgramServicesAmt
Management And General$2,138ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$34,844TotalAmt
Program Services$31,861ProgramServicesAmt
Management And General$2,983ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$104TotalAmt
Management And General$104ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$31,211TotalAmt
Management And General$31,211ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$33,612TotalAmt
Program Services$33,612ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$73,819TotalAmt
Program Services$70,500ProgramServicesAmt
Management And General$3,319ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,459TotalAmt
Management And General$4,459ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$31,608TotalAmt
Program Services$24,214ProgramServicesAmt
Management And General$7,394ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$15,585TotalAmt
Management And General$15,585ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$97,847TotalAmt
Program Services$82,680ProgramServicesAmt
Management And General$15,167ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,531TotalAmt
Program Services$3,747ProgramServicesAmt
Management And General$4,784ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$63,098TotalAmt
Program Services$61,879ProgramServicesAmt
Management And General$1,219ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescDues & MembershipsDesc
Total$15,759TotalAmt
Program Services$14,410ProgramServicesAmt
Management And General$1,349ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,841TotalAmt
Program Services$614ProgramServicesAmt
Management And General$2,227ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,035,667TotalAmt
Program Services$892,594ProgramServicesAmt
Management And General$143,073ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$152,772BOYAmt
EOY$173,932EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$95,200BOYAmt
EOY$456,245EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$773BOYAmt
EOY$5,625EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$9,739BOYAmt
EOY$9,125EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$15,967BOYAmt
EOY$15,155EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$87,518LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$87,518LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

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

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,262,031BOYAmt
EOY$1,439,269EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$253,196BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,789,678BOYAmt
EOY$2,099,351EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$17,502BOYAmt
EOY$30,031EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$69,898BOYAmt
EOY$137,387EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$87,400BOYAmt
EOY$167,418EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,358,157BOYAmt
EOY$1,645,494EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$344,121BOYAmt
EOY$286,439EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,702,278BOYAmt
EOY$1,931,933EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,789,678BOYAmt
EOY$2,099,351EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$155,374ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$74,281NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$660,913CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$810,805CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$751,745CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,120,440CurrentTaxYearMinus1YearAmt
Current Tax Year$872,618CurrentTaxYearAmt
Total$4,216,521TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$660,913CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$810,805CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$751,745CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,120,440CurrentTaxYearMinus1YearAmt
Current Tax Year$872,618CurrentTaxYearAmt
Total$4,216,521TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,465,452SubstantialContributorsTotAmt
Public Support Total170$2,751,069PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$61,584CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$97,153CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,362CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90,748CurrentTaxYearMinus1YearAmt
Current Tax Year$103,249CurrentTaxYearAmt
Total$442,096TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$6,650CurrentTaxYearMinus1YearAmt
Current Tax Year$9,360CurrentTaxYearAmt
Total$16,010TotalAmt
FieldValueIRS element (for citing)
Total Support$4,674,627TotalSupportAmt
Gross Receipts Rltd Activities$576,530GrossReceiptsRltdActivitiesAmt
Public Support CY1700.58850PublicSupportCY170Pct
Public Support PY1700.58150PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10, Explanation of Other Income:FormAndLineReferenceDesc
ExplanationMiscellaneous income - 2020 Amount: $ 6,650. 2021 Amount: $ 9,360.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 C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersYes (1)VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings MembersYes (1)MailingsMembersInd
Publications Or BroadcastYes (1)PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$33,612DirectContactLegislatorsAmt
Rallies DemonstrationsYes (1)RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$33,612TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1:FormAndLineReferenceDesc
ExplanationThe 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.ExplanationTxt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$56,429OtherCostOrOtherBasisAmt
Depreciation$56,429DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,089OtherCostOrOtherBasisAmt
Depreciation$31,089DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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

FieldValueIRS element (for citing)
PersonClaudia CummingsPersonNm
TitlePresident/CEOTitleTxt
Base Compensation Filing Org$152,192BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$26,858CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$35OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$6OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$16,418DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$2,897DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$20,173NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$3,560NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$188,818TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$33,321TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 1aThe 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 11bIn 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 12cThe 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 15aThe 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 19The governing documents, conflict of interest policy and financial statements are available upon request.
Form 990, Part VII, Part IX, Lines 5-10 and Schedule JThe President/CEO provides services to Indiana Philanthropy Alliance, Inc. and its related supporting organization, Indiana Philanthropy Alliance Foundation. To reflect the services provided, compensation has been shown in proporation to the hours worked for each organization. Accordingly, the amounts shown in Part VII, Column D and E and Schedule J, Part II, Section A, Columns (B)(i) - (iii), lines (i) and (ii) must be added together to agree to Box 5 of the President/CEO's Form W-2.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Indiana Philanthropy Alliance FoundationBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line132 E Washington St Ste 1100AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
EIN351868240EIN
Primary ActivitiesSupporting OrganizationPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity StatusLine 12a, IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Indiana Philanthropy Alliance IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
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 Org0LoansOrGuaranteesFromOthOrgInd
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 FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Indiana Philanthropy Alliance Foundation
N
Indiana Philanthropy Alliance Foundation
O$113,240Book Value
Indiana Philanthropy Alliance Foundation
Q$174,760Book Value
Indiana Philanthropy Alliance Foundation
SBook Value

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