2022-05-31T13:25:15-05:00 2021-12-31 363990892 Capin Crouse LLP 345 Massachusetts Avenue Suite 300 Indianapolis IN 46204 990 2021-01-01 351868240 Indiana Philanthropy Alliance Foundation 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 804018 0 X N/A X 1992 IN Supports the Indiana Philanthropy Alliance, Inc. and its member community foundations. 6 6 3 15 0 0 1749000 775500 41455 28518 1 0 70 0 1790526 804018 307628 294252 0 0 608385 423617 0 0 0 316468 304347 1232481 1022216 558045 -218198 2533572 2066230 257392 8248 2276180 2057982 The Foundation supports the Indiana Philanthropy Alliance, Inc. and its member community foundations through special initiatives that support or expand philanthropy in Indiana. 0 0 439964 28518 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 2021, there were approximately 796 participants at 20 webinars/trainings. There were 102 attendees at 2 "Boot camps" - basic training for community foundation and board and staff members and 223 technical assistance visits/consultations. 294252 294252 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 2021, there were 42 community foundations and affiliates that provided 92 college internship opportunities. 734216 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 1 X 10 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 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 Keira Amstutz Director 1.00 X 0 0 0 Pete McCown Director 1.00 X 0 0 0 Claudia Cummings President/CEO 6.00 34.00 X 26864 152227 43048 Amy Haacker Director of GIFT Program/VP 40.00 X 124327 0 25712 151191 152227 68760 1 0 1 0 0 775500 775500 Seminars and Fees 900099 28518 28518 28518 804018 28518 0 0 294252 294252 33321 33321 306661 242546 64115 28666 23085 5581 30364 26145 4219 24605 18601 6004 209 209 62828 62828 92792 86111 6681 8976 8976 20356 5472 14884 31373 31373 30531 30531 9630 9630 18688 16235 2453 Member Resources 7500 7500 Dues & Memberships 4015 1300 2715 17449 12969 4480 1022216 734216 288000 0 54471 65133 1976944 2001097 871 501286 2533572 2066230 5008 7648 600 252384 0 257392 8248 X 245424 324442 2030756 1733540 2276180 2057982 2533572 2066230 -218198 0 X 0 1 X 1 0 X X 1 Indiana Philanthropy Alliance Inc 351835134 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 Wabash Valley Community Foundation Inc 200 South 8th Street Terre Haute IN 47807 351848649 501(c)(3) 21643 0 Intern Program Community Foundation of DeKalb County Inc PO Box 111 Auburn IN 46706 351992897 501(c)(3) 13986 0 Intern Program Jasper Newton Foundation Inc PO Box 295 Rensselaer IN 479780295 351842404 501(c)(3) 10642 0 Intern Program Ripley County Community Foundation Inc 13 East George Street Suite B Batesville IN 47006 352048001 501(c)(3) 9959 0 Intern Program Benton Community Foundation Inc PO Box 351 Fowler IN 47944 260074023 501(c)(3) 9758 0 Intern Program The Blue River Community Foundation Inc 54 West Broadway Street Suite 1 Shelbyville IN 461761267 351756331 501(c)(3) 9477 0 Intern Program Scott County Community Foundation Inc PO Box 25 Scottsburg IN 47170 352014369 501(c)(3) 9069 0 Intern Program Community Foundation of Boone County Inc 102 North Lebanon Street Suite 200 Lebanon IN 46052 351829585 501(c)(3) 8800 0 Intern Program Community Foundation of Greater Fort Wayne Inc 555 East Wayne Street Fort Wayne IN 46802 351119450 501(c)(3) 8553 0 Intern Program Northern Indiana Community Foundation Inc PO Box 807 Rochester IN 46975 351912317 501(c)(3) 8194 0 Intern Program Steuben County Community Foundation Inc 1701 North Wayne Street Angola IN 46703 351857065 501(c)(3) 8005 0 Intern Program Community Foundation of Noble County Inc 1599 Lincolnway South Ligonier IN 46767 351827247 501(c)(3) 7913 0 Intern Program Community Foundation of Randolph County Inc 120 West Washington Street Winchester IN 47394 351903148 501(c)(3) 7848 0 Intern Program Rush County Community Foundation 117 North Main Street Rushville IN 46173 351835950 501(c)(3) 7692 0 Intern Program The Putnam County Community Foundation Inc 2 South Jackson Street Greencastle IN 46135 311159916 501(c)(3) 7515 0 Intern Program Community Foundation of Morgan County 56 North Main Street Martinsville IN 46151 351956929 501(c)(3) 7425 0 Intern Program Warren County Community Foundation Inc 31 North Monroe Street Williamsport IN 479931117 352070789 501(c)(3) 7302 0 Intern Program Owen County Community Foundation 60 East Market Street Spencer IN 47460 351934464 501(c)(3) 7153 0 Intern Program Marshall County Community Foundation Inc PO Box 716 Plymouth IN 46563 351826870 501(c)(3) 7074 0 Intern Program Montgomery County Community Foundation Inc PO Box 334 Crawfordsville IN 47933 351836315 501(c)(3) 6878 0 Intern Program Decatur County Community Foundation Inc 101 East Main Street Suite 1 Greensburg IN 47240 351870979 501(c)(3) 6859 0 Intern Program Henry County Community Foundation Inc PO Box 6006 New Castle IN 473626006 311170412 501(c)(3) 6814 0 Intern Program Community Foundation of Elkhart County Inc PO Box 2932 Elkhart IN 465152932 311255886 501(c)(3) 6383 0 Intern Program LaGrange County Community Foundation Inc 0045 N 250 W LaGrange IN 46761 351834679 501(c)(3) 6265 0 Intern Program Community Foundation Alliance Inc 20 NW 3rd Street Suite 820 Evansville IN 47708 351830262 501(c)(3) 6092 0 Intern Program The Community Foundation of Muncie & Delaware County Inc PO Box 807 Muncie IN 473080807 351640051 501(c)(3) 6057 0 Intern Program Washington County Community Foundation Inc PO Box 50 Salem IN 47167 351883377 501(c)(3) 5884 0 Intern Program Unity Foundation of LaPorte County Inc 422 Franklin Street Suite C Michigan City IN 46360 351658674 501(c)(3) 5582 0 Intern Program Community Foundation of Crawford County Inc 4030 East Goodman Ridge Road Box D Marengo IN 47140 200834966 501(c)(3) 5578 0 Intern Program Legacy Foundation Inc 370 East 84th Drive Suite 100 Merrillville IN 46410 351872803 501(c)(3) 5400 0 Intern Program Wayne County Indiana Foundation Inc 33 South Seventh Street Richmond IN 473745462 351406033 501(c)(3) 5202 0 Intern Program Greene County Foundation Inc 4513 West State Road 54 Bloomfield IN 47424 351815060 501(c)(3) 5049 0 Intern Program 32 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 Foundation 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 Foundation 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 26858 152192 0 0 6 35 2897 16418 3560 20173 33321 188818 0 0 Amy Haacker Director of GIFT Program/VP 124327 0 0 0 0 0 12810 0 12902 0 150039 0 0 0 Form 990, Part V, Line 2a: Indiana Philanthropy Alliance Foundation does not file any W-2s as all employees are outsourced from a professional employment organization. Indiana Philanthropy Alliance Foundation 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 7a The Chair of Indiana Philanthropy Alliance, Inc. (IPA) has the authority to appoint up to two directors provided, however, that if the officers of IPA comprising the Foundation board, at any time and for any reasons, be so small in number that the organization's directors would number less than three, than the Chair of IPA shall appoint one or more members as additional directors. The Chair of IPA also has the authority to remove or replace the directors. Form 990, Part VI, Section B, line 11b In keeping with Indiana Philanthropy Alliance Foundation'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 Foundation Board Chair and Board Treasurer (or in either one's absence another member of the IPA Foundation board) 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 Foundation, Inc. conflict of interest policy covers all Indiana Philanthropy Alliance Foundation 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 of Indiana Philanthropy Alliance also serves as the President/CEO of Indiana Philanthropy Alliance Foundation, Inc. Selection, compensation, and review of the CEO and any other personnel is governed by the policies of Indiana Philanthropy Alliance. Alliance Personnel Policy: 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 VI, 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 Foundation and its related supported organization, Indiana Philanthropy Alliance, Inc. 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 Inc 32 E Washington St Ste 1100 Indianapolis IN 46204 351835134 Membership IN 501(c)(3) Line 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0