INDIANA PHILANTHROPY ALLIANCE FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
INDIANA PHILANTHROPY ALLIANCE FOUNDATION INC (EIN 35-1868240)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-04
IRS object ID
202123089349300127
Schema version
2020v4.1
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)
Return2021-11-04T09:56:18-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351868240EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Indiana Philanthropy AllianceBusinessNameLine1Txt
Business Name Line2Foundation IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINDIBusinessNameControlTxt
Phone3176305200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line132 E Washington St No 1100AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonClaudia CummingsPersonNm
Person TitlePresident/CEOPersonTitleTxt
Phone3176305200PhoneNum
Signature2021-11-04SignatureDt
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 PersonTed R Batson JrPreparerPersonNm
PTINP00721951PTIN
Phone5055022746PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
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 No 1100AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,790,526GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1992FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionSupports the Indiana Philanthropy Alliance, Inc. and its member community foundations.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers16TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$780,175PYContributionsGrantsAmt
CY Contributions Grants$1,749,000CYContributionsGrantsAmt
PY Program Service Revenue$118,672PYProgramServiceRevenueAmt
CY Program Service Revenue$41,455CYProgramServiceRevenueAmt
PY Investment Income$2PYInvestmentIncomeAmt
CY Investment Income$1CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$70CYOtherRevenueAmt
PY Total Revenue$898,849PYTotalRevenueAmt
CY Total Revenue$1,790,526CYTotalRevenueAmt
PY Grants And Similar Paid$437,714PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$307,628CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$686,738PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$608,385CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$314,289PYOtherExpensesAmt
CY Other Expenses$316,468CYOtherExpensesAmt
PY Total Expenses$1,438,741PYTotalExpensesAmt
CY Total Expenses$1,232,481CYTotalExpensesAmt
PY Revenues Less Expenses-$539,892PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$558,045CYRevenuesLessExpensesAmt
Total Assets BOY$1,726,850TotalAssetsBOYAmt
Total Assets EOY$2,533,572TotalAssetsEOYAmt
Total Liabilities BOY$8,715TotalLiabilitiesBOYAmt
Total Liabilities EOY$257,392TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,718,135NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,276,180NetAssetsOrFundBalancesEOYAmt
MissionThe Foundation supports the Indiana Philanthropy Alliance, Inc. and its member community foundations through special initiatives that support or expand philanthropy in Indiana.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$636,853ExpenseAmt
Revenue$41,525RevenueAmt
DescGift 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 2020, there were approximately 1315 participants at 17 webinars/trainings. There were 113 attendees at 1 "Boot camp" - basic training for community foundation and board and staff members and 117 technical assistance visits/consultations.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$307,628ExpenseAmt
Grant$307,628GrantAmt
DescThe 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 2020, there were 41 community foundations and affiliates that provided 94 college internship opportunities.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$944,481TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
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 OrganizationsYes (1)GrantsToOrganizationsInd
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 Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
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 Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
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 No 1100AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Linda Speed
Chair1.001.00Yes (X)Yes (X)$0$0$0
Richard Haddad
Vice Chair1.001.00Yes (X)Yes (X)$0$0$0
Charles Dunlap
Treasurer1.001.00Yes (X)Yes (X)$0$0$0
Tracy Souza
Secretary1.001.00Yes (X)Yes (X)$0$0$0
Kiera Amstutz
Director1.00Yes (X)$0$0$0
Pete McCown
Director1.00Yes (X)$0$0$0
Claudia Cummings
President/CEO6.0034.00Yes (X)$24,803$140,552$32,513
FieldValueIRS element (for citing)
Total Reportable Comp From Org$24,803TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$140,552TotReportableCompRltdOrgAmt
Total Other Compensation$32,513TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,749,000AllOtherContributionsAmt
Total Contributions$1,749,000TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSeminars and FeesDesc
Business900099BusinessCd
Total Revenue Column$41,455TotalRevenueColumnAmt
Related Or Exempt Func Income$41,455RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$41,455TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1TotalRevenueColumnAmt
Exclusion$1ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$70TotalRevenueColumnAmt
Related Or Exempt Func Income$70RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$70OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,790,526TotalRevenueColumnAmt
Related Or Exempt Func Income$41,525RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$307,628TotalAmt
Program Services$307,628ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$29,681TotalAmt
Management And General$29,681ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$447,595TotalAmt
Program Services$372,722ProgramServicesAmt
Management And General$74,873ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$39,111TotalAmt
Program Services$32,627ProgramServicesAmt
Management And General$6,484ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$56,907TotalAmt
Program Services$49,270ProgramServicesAmt
Management And General$7,637ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$35,091TotalAmt
Program Services$26,883ProgramServicesAmt
Management And General$8,208ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,997TotalAmt
Management And General$4,997ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$44,228TotalAmt
Management And General$44,228ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$117,535TotalAmt
Program Services$117,535ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,656TotalAmt
Management And General$1,656ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$28,773TotalAmt
Program Services$9,191ProgramServicesAmt
Management And General$19,582ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$48,543TotalAmt
Management And General$48,543ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$34,178TotalAmt
Management And General$34,178ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,725TotalAmt
Program Services$5,532ProgramServicesAmt
Management And General$1,193ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$9,571TotalAmt
Program Services$6,946ProgramServicesAmt
Management And General$2,625ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Member Resources$5,000$5,000
Dues & Memberships$2,821$300$2,521

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$12,441TotalAmt
Program Services$10,847ProgramServicesAmt
Management And General$1,594ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,232,481TotalAmt
Program Services$944,481ProgramServicesAmt
Management And General$288,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,051BOYAmt
EOY$54,471EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$329,960BOYAmt
EOY$1,976,944EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,452BOYAmt
EOY$871EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,376,387BOYAmt
EOY$501,286EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,726,850BOYAmt
EOY$2,533,572EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,715BOYAmt
EOY$5,008EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$252,384EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,715BOYAmt
EOY$257,392EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$153,941BOYAmt
EOY$245,424EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,564,194BOYAmt
EOY$2,030,756EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,718,135BOYAmt
EOY$2,276,180EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,726,850BOYAmt
EOY$2,533,572EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$558,045ReconcilationRevenueExpnssAmt
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)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Indiana Philanthropy Alliance IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN351835134EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

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 D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Certificates of deposit$400,940C
US Treasury/Agency$100,346C
FieldValueIRS element (for citing)
Total Book Value Securities$501,286TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDue to related partyDesc
Amt$252,384Amt
FieldValueIRS element (for citing)
Total Liability$252,384TotalLiabilityAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (28 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Wabash Valley Community Foundation Inc
200 South 8th StreetTerre HauteIN47807351848649501(c)(3)$27,378Intern Program
Northern Indiana Community Foundation Inc
PO Box 807RochesterIN46975351912317501(c)(3)$15,773Intern Program
Washington County Community Foundation
PO Box 50SalemIN47167351883377501(c)(3)$14,610Intern Program
LaGrange County Community Foundation Inc
0045 N 250 WLaGrangeIN46761351834679501(c)(3)$11,306Intern Program
Parke County Community Foundation Inc
PO Box 276RockvilleIN478720276351881810501(c)(3)$10,765Intern Program
Ripley County Community Foundation Inc
13 East George Street Suite BBatesvilleIN47006352048001501(c)(3)$10,046Intern Program
Community Foundation of Grant County Inc
505 West Third StreetMarionIN469523748311117791501(c)(3)$9,783Intern Program
Steuben County Community Foundation Inc
1701 North Wayne StreetAngolaIN46703351857065501(c)(3)$9,424Intern Program
Scott County Community Foundation Inc
PO Box 25ScottsburgIN47170352014369501(c)(3)$8,734Intern Program
Community Foundation of Noble County Inc
1599 Lincolnway SouthLigonierIN46767351827247501(c)(3)$8,645Intern Program
Warren County Community Foundation Inc
31 North Monroe StreetWilliamsportIN479931117352070789501(c)(3)$8,345Intern Program
Community Foundation of Boone County Inc
102 North Lebanon Street Suite 200LebanonIN46052351829585501(c)(3)$8,022Intern Program
Hendricks County Community Foundation
6319 E US Highway 36 Suite 211AvonIN46123351878973501(c)(3)$7,900Intern Program
Community Foundation of St Joseph County Inc
PO Box 837South BendIN466240837237365930501(c)(3)$7,755Intern Program
Heritage Fund - The Community Foundation of Bartholomew County
PO Box 1547ColumbusIN472021547351343903501(c)(3)$7,444Intern Program
Greene County Foundation
4513 West State Road 54BloomfieldIN47424351815060501(c)(3)$7,432Intern Program
Community Foundation of Wabash County Inc
105 West 2nd Street 100North ManchesterIN46962356019016501(c)(3)$7,425Intern Program
Rush County Community Foundation
117 North Main StreetRushvilleIN46173351835950501(c)(3)$7,114Intern Program
Community Foundation of Randolph County
120 West Washington StreetWinchesterIN47394351903148501(c)(3)$6,814Intern Program
Community Foundation of Morgan County
56 North Main StreetMartinsvilleIN46151351956929501(c)(3)$6,300Intern Program
Hamilton County Community Foundation
11810 Technology DriveFishersIN46038200900981501(c)(3)$6,278Intern Program
The Community Foundation of Muncie & Delaware County Inc
PO Box 807MuncieIN473080807351640051501(c)(3)$6,193Intern Program
Central Indiana Community Foundation Inc
615 N Alabama Street Suite 119IndianapolisIN46204351793680501(c)(3)$6,192Intern Program
Community Foundation of Elkhart County
PO Box 2932ElkhartIN465152932311255886501(c)(3)$5,660Intern Program
Fayette County Foundation
521 Central Avenue Suite AConnersvilleIN473310844311185980501(c)(3)$5,630Intern Program
Community Foundation of Bloomington & Monroe County Inc
100 South College Avenue Suite 240BloomingtonIN47404351811149501(c)(3)$5,467Intern Program
Community Foundation of Whitley County
400 North Whitley StreetColumbia CityIN46725351860518501(c)(3)$5,388Intern Program
Benton Community Foundation Inc
PO Box 351FowlerIN47944260074023501(c)(3)$5,281Intern Program
FieldValueIRS element (for citing)
Total501c3 Org28Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationEach 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.ExplanationTxt

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$24,803BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$140,552CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$2,704DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$15,321DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$2,174NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$12,317NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$29,681TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$168,190TotalCompensationRltdOrgsAmt
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, Lines 1a and 2a:Independent contractors are compensated by a related organization, Indiana Philanthropy Alliance, Inc. Indiana Philanthropy Alliance, Inc. files all required information returns as required by the IRS. As such, due to common paymaster rules as instructed by the IRS, the number of 1099 forms reported represent the number of contractors who provided services to the filing organization, Indiana Philanthropy Alliance Foundation. Staff are compensated by a related organization, Indiana Philanthropy Alliance. Indiana Philanthropy Alliance files all required payroll information returns as required by the IRS. As such, due to common paymaster rules as instructed by the IRS, the number of employees reported represent the number employees who work for the filing organization but are compensated by a related organization.
Form 990, Part VI, Section A, line 7aThe 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 11bIn 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 12cThe 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 15aLine 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. 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 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line132 E Washington St Ste 1100AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
EIN351835134EIN
Primary ActivitiesMembershipPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity StatusLine 7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
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 OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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