2022-05-31T13:16:16-05:00 2021-12-31 363990892 Capin Crouse LLP 345 Massachusetts Avenue Suite 300 Indianapolis IN 46204 990 2021-01-01 351835134 Indiana Philanthropy Alliance Inc INDI 3176305200 32 E Washington St 1100 Indianapolis IN 46204 Claudia Cummings President/CEO 3176305200 2022-05-31 1 Claudia Cummings 999009999 Sara Tibbott P01486965 5055022746 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Claudia Cummings 32 E Washington St 1100 Indianapolis IN 46204 1692619 0 X www.inphilanthropy.org X 1990 IN Champion, support and connect members as they transform Indiana through effective philanthropy. 15 15 13 55 0 0 1120440 872618 164690 205814 92119 103249 6799 9360 1384048 1191041 0 0 0 0 675905 657193 0 0 0 274296 378474 950201 1035667 433847 155374 1789678 2099351 87400 167418 1702278 1931933 X Our mission is to champion, support and connect our members as they transform Indiana through effective philanthropy. 0 0 613809 23766 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 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. 187491 155408 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 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. 57682 36000 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 inaugural class of 2021 featured 24 graduates from 13 counties in Indiana. 33612 Public 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. 33612 892594 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 21 0 1 13 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 32 E Washington St 1100 Indianapolis IN 46204 X 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 Charles Dunlap Treasurer 1.00 1.00 X X 0 0 0 Stephanie Overbey Secretary 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 John Murphy Director 1.00 X 0 0 0 Tim Murphy 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 Claudia Cummings President/CEO 34.00 6.00 X 152227 26864 43048 152227 26864 43048 1 0 1 0 0 453128 419490 872618 Education Resources 900099 155408 155408 Mutz Institute 900099 36000 36000 Member services 900099 14406 14406 205814 103249 103249 501578 501578 0 0 9360 9360 9360 1191041 215174 0 103249 188818 172656 16162 375770 343605 32165 32789 29982 2807 24972 22834 2138 34844 31861 2983 104 104 31211 31211 33612 33612 73819 70500 3319 4459 4459 31608 24214 7394 15585 15585 97847 82680 15167 8531 3747 4784 63098 61879 1219 Dues & Memberships 15759 14410 1349 2841 614 2227 1035667 892594 143073 0 152772 173932 95200 456245 773 5625 9739 9125 15967 15155 87518 87518 0 0 1262031 1439269 253196 0 1789678 2099351 17502 30031 69898 137387 87400 167418 X 1358157 1645494 344121 286439 1702278 1931933 1789678 2099351 155374 74281 0 X 0 1 X 1 0 X 660913 810805 751745 1120440 872618 4216521 660913 810805 751745 1120440 872618 4216521 1465452 2751069 61584 97153 89362 90748 103249 442096 6650 9360 16010 4674627 576530 0.58850 0.58150 X Schedule A, Part II, Line 10, Explanation of Other Income: Miscellaneous income - 2020 Amount: $ 6,650. 2021 Amount: $ 9,360. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 1 0 1 33612 1 0 33612 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. 56429 56429 0 31089 31089 0 0 X X 0 0 0 0 0 0 0 0 0 Claudia Cummings President/CEO 152192 26858 0 0 35 6 16418 2897 20173 3560 188818 33321 0 0 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. Form 990, Part VII, Part IX, Lines 5-10 and Schedule J The 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. Indiana Philanthropy Alliance Foundation 32 E Washington St Ste 1100 Indianapolis IN 46204 351868240 Supporting Organization IN 501(c)(3) Line 12a, I Indiana Philanthropy Alliance Inc 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 Indiana Philanthropy Alliance Foundation N Indiana Philanthropy Alliance Foundation O 113240 Book Value Indiana Philanthropy Alliance Foundation Q 174760 Book Value Indiana Philanthropy Alliance Foundation S Book Value