INDIANA PHILANTHROPY ALLIANCE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA PHILANTHROPY ALLIANCE INC (EIN 35-1835134)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-07
- IRS object ID
- 202522199349301552
- Schema version
- 2024v5.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-07T11:52:53+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 332621854 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRI Capin Crouse Advisors LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Massachusetts Ave Suite 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351835134 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Indiana Philanthropy Alliance Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 3176305200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W Washington St 950 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Claudia Cummings | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Signature | 2025-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sara Tibbott | PreparerPersonNm |
| PTIN | P01486965 | PTIN |
| Phone | 5055022746 | PhoneNum |
| Preparation | 2025-08-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Claudia Cummings | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W Washington St 950 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,230,868 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.inphilanthropy.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | Champion, support and connect members as they transform Indiana through effective philanthropy. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 51 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,243,685 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,899,312 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $247,352 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $356,069 | CYProgramServiceRevenueAmt |
| PY Investment Income | $160,043 | PYInvestmentIncomeAmt |
| CY Investment Income | $206,347 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,364 | PYOtherRevenueAmt |
| CY Other Revenue | $4,158 | CYOtherRevenueAmt |
| PY Total Revenue | $3,654,444 | PYTotalRevenueAmt |
| CY Total Revenue | $2,465,886 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $234,749 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $456,300 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,200,492 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,364,135 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $995,680 | PYOtherExpensesAmt |
| CY Other Expenses | $1,059,211 | CYOtherExpensesAmt |
| PY Total Expenses | $2,430,921 | PYTotalExpensesAmt |
| CY Total Expenses | $2,879,646 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,223,523 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$413,760 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,736,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,617,513 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,807,065 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,034,653 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,929,739 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,582,860 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Our mission is to champion, support and connect our members as they transform Indiana through effective philanthropy. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $865,539 | ExpenseAmt |
| Revenue | $31,540 | RevenueAmt |
| Desc | Gift Technical Assistance Program: Supporting Indiana community foundations, this program provides technical assistance, training, and resources to over 90 community foundations and affiliate funds participating in the GIFT (Giving Indiana Funds for Tomorrow) initiative. In 2024, the program's approximately 50 training events encompassed nearly 900 participants serving communities throughout Indiana. There were about 150 attendees at three "Boot Camps"-basic training for community foundation and board and staff members-and over 400 GIFT technical assistance in-person and virtual consultations ranging in scope, issue area, and complexity. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $766,024 | ExpenseAmt |
| Revenue | $294,371 | RevenueAmt |
| Desc | Member Services: Indiana Philanthropy Alliance (IPA) fosters a collaborative and knowledgeable philanthropic sector that is empowered to address society's most pressing challenges. During 2024, IPA held multiple networking/peer gatherings across the state and produced hundreds of email newsletters that informed and engaged its network. IPA's website was leveraged to amplify the work of philanthropy while recruiting new talent and partners into the sector. IPA also provided technical assistance and web-based access to vetted technical and professional resources. Grantmaker Education and Resources: Indiana Philanthropy Alliance (IPA) offers a comprehensive array of quality educational programs designed to fulfill members' professional development needs at a free and affordable price. During 2024, IPA provided a biennial conference with dozens of speakers and sessions, as well as over 100 educational programs, cohort meetings, and Peer Community convenings to expand its member's horizons and networks. There were 2,400 attendees at IPA programs and 520 unique organizations represented. In addition to events, IPA's searchable online knowledgebase provides access to a wealth of resources spanning various topics for foundations and corporate philanthropy. Additionally, IPA extends its expertise nationally to philanthropy-serving organizations and foundations through virtual Community Foundation Boot Camps and Foundation Legal Help Desk services. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $531,480 | ExpenseAmt |
| Grant | $456,300 | GrantAmt |
| Desc | Community Foundation Internships (CFI) Program: The CFI program provides Indiana community foundations participating in the GIFT initiative access to grant dollars to hire college students attending an Indiana-accredited college or university. The program aims to provide operational support to foundations-expanding their capacity to serve communities. It also gives Indiana students hands-on job training and experiences that enrich their educational and personal development. These young professionals exit the program deeply aware of the important role community foundations and philanthropy serve in improving our quality of life. In 2024, 36 community foundations and affiliates offered 72 college internships. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|
| $34,803 | In 2024, Indiana Philanthropy Alliance's (IPA) advocacy efforts encompassed monitoring state and federal legislation and delivering timely updates to members through email, e-newsletters, and the IPA website. IPA also engaged in active advocacy with members of the state legislature and Congress on topics related to philanthropy, charitable giving, and matters important to the communities served. IPA's policy-related efforts included producing informational materials to educate elected officials about Indiana foundations' pivotal role and impact. IPA facilitated virtual and in-person meetings to share information with and about IPA and member foundations and discuss potential public policies affecting philanthropy. | |
| $25,772 | The John Mutz Philanthropic Leadership Institute identifies and cultivates visionary philanthropic leaders in Indiana. The cohort-based program provides continuing education training to equip emerging leaders for board and executive positions in foundations and corporations statewide. With each cohort, Indiana Philanthropy Alliance aims to bring fresh perspectives to the existing community, support emerging leaders, and elevate Indiana's philanthropic field. The 2024 class, comprising 22 graduates from 13 Indiana counties, exemplifies IPA's commitment to nurturing transformative leadership that drives positive change in communities across the state. | $34,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $60,575 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $34,316 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,223,618 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Claudia Cummings | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176305200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W Washington St Suite 950 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Brienne Hooker | ||||||||
| Vice Chair | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jeff Small | ||||||||
| Chair | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Stephanie Overbey | ||||||||
| Secretary | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Tim Murphy | ||||||||
| Treasurer | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Charlotte Hawthorne | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Clayton Boyles | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dan Davis | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jenna Wachtmann | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Josh Daugherty | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Josh Kornberg | ||||||||
| Director (part year) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Maggi Spartz | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Maria Fruth | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Pamela Ross | ||||||||
| Director (Part Year) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Rich Haddad | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Major Jr | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Tina Peterson | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Claudia Cummings | ||||||||
| President/CEO | 40.0 | 1.0 | Yes (X) | $199,583 | $0 | $38,738 | ||
| Amy Haacker | ||||||||
| VP, Community Foundation Programs | 40.0 | $140,996 | $0 | $29,048 | Yes (X) | |||
| Elisabete Silloto | ||||||||
| Senior Director Marketing & Business Intelligence | 40.0 | $101,404 | $0 | $23,491 | Yes (X) | |||
| Maddison Miller | ||||||||
| VP External Relations | 40.0 | $106,016 | $0 | $21,979 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $547,999 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $113,256 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Forvis Mazars | |||||
| PO Box 44668 | Indianapolis | IN | 46244 | Professional Services | $161,178 |
| Alisa Winters | |||||
| 354 West Hunt Road | Rushville | IN | 46173 | Gift consultant | $136,246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $604,849 | MembershipDuesAmt |
| Related Organizations | $775,000 | RelatedOrganizationsAmt |
| All Other Contributions | $519,463 | AllOtherContributionsAmt |
| Noncash Contributions | $3,640 | NoncashContributionsAmt |
| Total Contributions | $1,899,312 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Education & Resources | 900099 | $294,371 | $294,371 |
| Mutz Institute | 900099 | $34,316 | $34,316 |
| Gift Technical Assist | 900099 | $27,382 | $27,382 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $356,069 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $206,347 | TotalRevenueColumnAmt |
| Exclusion | $206,347 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,764,982 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,764,982 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,158 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,158 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,158 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,465,886 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $360,227 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $206,347 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,300 | TotalAmt |
| Program Services | $456,300 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,321 | TotalAmt |
| Program Services | $189,227 | ProgramServicesAmt |
| Management And General | $49,094 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $849,228 | TotalAmt |
| Program Services | $674,287 | ProgramServicesAmt |
| Management And General | $174,941 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,166 | TotalAmt |
| Program Services | $63,652 | ProgramServicesAmt |
| Management And General | $16,514 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,788 | TotalAmt |
| Program Services | $91,142 | ProgramServicesAmt |
| Management And General | $23,646 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,632 | TotalAmt |
| Program Services | $64,816 | ProgramServicesAmt |
| Management And General | $16,816 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,999 | TotalAmt |
| Management And General | $4,999 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,440 | TotalAmt |
| Management And General | $194,440 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,803 | TotalAmt |
| Program Services | $34,803 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,333 | TotalAmt |
| Program Services | $242,333 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,570 | TotalAmt |
| Program Services | $35,620 | ProgramServicesAmt |
| Management And General | $15,950 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,701 | TotalAmt |
| Program Services | $41,707 | ProgramServicesAmt |
| Management And General | $9,994 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,564 | TotalAmt |
| Program Services | $87,579 | ProgramServicesAmt |
| Management And General | $20,985 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,695 | TotalAmt |
| Program Services | $16,695 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,970 | TotalAmt |
| Program Services | $177,965 | ProgramServicesAmt |
| Management And General | $39,005 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,796 | TotalAmt |
| Program Services | $9,516 | ProgramServicesAmt |
| Management And General | $2,280 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,309 | TotalAmt |
| Program Services | $10,736 | ProgramServicesAmt |
| Management And General | $2,573 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Dues & Subscription | $17,685 | $4,557 | $13,128 |
| Moving Expense | $6,312 | $6,312 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,034 | TotalAmt |
| Program Services | $22,683 | ProgramServicesAmt |
| Management And General | $65,351 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,879,646 | TotalAmt |
| Program Services | $2,223,618 | ProgramServicesAmt |
| Management And General | $656,028 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,083 | BOYAmt |
| EOY | $284,892 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227 | BOYAmt |
| EOY | $564,232 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,054 | BOYAmt |
| EOY | $16,811 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,514 | BOYAmt |
| EOY | $30,803 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $112,301 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,490 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,612 | BOYAmt |
| EOY | $71,811 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,397,174 | BOYAmt |
| EOY | $1,548,745 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,087,891 | BOYAmt |
| EOY | $1,419,707 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $747,249 | BOYAmt |
| EOY | $680,512 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,736,804 | BOYAmt |
| EOY | $4,617,513 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,837 | BOYAmt |
| EOY | $206,271 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,760 | BOYAmt |
| EOY | $66,144 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,601,468 | BOYAmt |
| EOY | $762,238 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,807,065 | BOYAmt |
| EOY | $1,034,653 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,812,605 | BOYAmt |
| EOY | $2,004,523 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,117,134 | BOYAmt |
| EOY | $1,578,337 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,929,739 | BOYAmt |
| EOY | $3,582,860 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,736,804 | BOYAmt |
| EOY | $4,617,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$413,760 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $66,881 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,120,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $872,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,079,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,243,685 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,899,312 | CurrentTaxYearAmt |
| Total | $10,215,105 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,120,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $872,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,079,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,243,685 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,899,312 | CurrentTaxYearAmt |
| Total | $10,215,105 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,385,967 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,829,138 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,748 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,249 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,737 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $160,043 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $206,347 | CurrentTaxYearAmt |
| Total | $667,124 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,370 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,364 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,158 | CurrentTaxYearAmt |
| Total | $31,902 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,914,131 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,304,415 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80896 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79752 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - MISC INCOME, COLUMN A - 6650.0, COLUMN B - 9360.0, COLUMN C - 8370.0, COLUMN D - 3364.0, COLUMN E - 4158.0, COLUMN F - 31902.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Publications Or Broadcast | Yes (true) | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $34,803 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $34,803 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | In 2024, Indiana Philanthropy Alliance (IPA) arranged Foundations on the Hill, an in-person gathering located in Washington D.C. aimed at acquainting Federal legislators with IPA, its members, and the work and concerns of the sector. Attended by IPA's vice president of external relations, engagement manager, and various member foundations, Foundations on the Hill served as a platform for meaningful engagement. Additionally, Legislative Roundtables convened across the state, uniting grantmaking organizations with their 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 their community. Through strategic advocacy efforts, IPA enlisted a government relations lobbyist to champion selected legislation that affects foundations and nonprofit organizations before the Indiana General Assembly. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,312 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,401 | DepreciationAmt |
| Book Value | $18,911 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $83,989 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,089 | DepreciationAmt |
| Book Value | $52,900 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $71,811 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| Certificates of Deposits | $1,419,707 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,419,707 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Right-of-use assets | Desc |
| Book Value | $680,512 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $680,512 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| Right-of-use lease liabilities | $762,238 |
| Due from Related Party |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $762,238 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (28 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Community Foundation Partnership | ||||||||
| PO Box 1235 | 3315 5th Street | Bedford | IN | 47421 | 351889139 | 501(c)(3) | $40,334 | Intern Program |
| Owen County Community Foundation | ||||||||
| 60 East Market Street | Spencer | IN | 47460 | 351934464 | 501(c)(3) | $35,290 | Intern Program | |
| Wabash Valley Community Foundation | ||||||||
| 200 Sout 8t Street | Terre Haute | IN | 47807 | 351848649 | 501(c)(3) | $30,199 | Intern Program | |
| Ripley County Comm Found | ||||||||
| 13 East George Street Suite B | Batesville | IN | 47006 | 352048001 | 501(c)(3) | $25,103 | Intern Program | |
| Washington County Community Foundation | ||||||||
| PO Box 50 | Salem | IN | 47167 | 351883377 | 501(c)(3) | $19,897 | Intern Program | |
| Community Foundation of Randolph Co | ||||||||
| 120 West Washington Street | Winchester | IN | 47394 | 351903148 | 501(c)(3) | $19,704 | Intern Program | |
| Union County Community Foundation | ||||||||
| 404 Eaton Street | Liberty | IN | 47353 | 351769294 | 501(c)(3) | $17,912 | Intern Program | |
| Legacy Foundation | ||||||||
| 370 East 84th Drive Suite 100 | Merrillville | IN | 46410 | 351872803 | 501(c)(3) | $17,082 | Intern Program | |
| Community Foundation of St Joseph Co | ||||||||
| PO Box 837 | South Bend | IN | 466240837 | 237365930 | 501(c)(3) | $16,619 | Intern Program | |
| Community Foundation Elkhart County | ||||||||
| PO Box 2932 | Elkhart | IN | 46515 | 311255886 | 501(c)(3) | $15,888 | Intern Program | |
| Northern Indiana Community Foundation | ||||||||
| PO Box 807 | Rochester | IN | 46975 | 351912317 | 501(c)(3) | $15,543 | Intern Program | |
| Community Foundation of Noble County | ||||||||
| PO Box 210 | Ligonier | IN | 46767 | 351827247 | 501(c)(3) | $15,455 | Intern Program | |
| The Community Foundation of Muncie & Delaware County Inc | ||||||||
| PO Box 807 | Muncie | IN | 47308 | 351640051 | 501(c)(3) | $14,216 | Intern Program | |
| Warren County Community Foundation | ||||||||
| 31 North Monroe Street | Williamsport | IN | 479931117 | 352070789 | 501(c)(3) | $13,861 | Intern Program | |
| South Madison County Community Found | ||||||||
| 233 South Main Street | Pendleton | IN | 46064 | 351839759 | 501(c)(3) | $12,486 | Intern Program | |
| Blue River Community Foundation | ||||||||
| 54 W Broadway St Suite 1 | Shelbyville | IN | 46176 | 351756331 | 501(c)(3) | $12,478 | Intern Program | |
| Hendricks County Comm Found | ||||||||
| 6319 East US Highway 36 Suite 211 | Avon | IN | 46123 | 351878973 | 501(c)(3) | $11,775 | Intern Program | |
| Community Foundation of Bloomington & Monroe County | ||||||||
| 100 South College Ave Suite 240 | Bloomington | IN | 47404 | 351811149 | 501(c)(3) | $11,354 | Intern Program | |
| Community Foundation of Grant Co | ||||||||
| 505 West Third Street | Marion | IN | 46952 | 311117791 | 501(c)(3) | $10,775 | Intern Program | |
| Community Foundation of Wabash County Inc | ||||||||
| 220 E Main Street | North Manchester | IN | 46962 | 356019016 | 501(c)(3) | $9,849 | Intern Program | |
| Montgomery County Comm Found | ||||||||
| PO Box 334 | Crawfordsville | IN | 47933 | 351836315 | 501(c)(3) | $9,829 | Intern Program | |
| Greene County Community Foundation | ||||||||
| 4513 West State Road 54 | Bloomfield | IN | 47424 | 351815060 | 501(c)(3) | $8,064 | Intern Program | |
| Johnson County Community Foundation | ||||||||
| PO Box 217 | Franklin | IN | 46131 | 351797437 | 501(c)(3) | $8,012 | Intern Program | |
| Madison County Community Foundation | ||||||||
| 911 Meridian Street | Anderson | IN | 46016 | 351859959 | 501(c)(3) | $6,709 | Intern Program | |
| Community Foundation of Whitley County | ||||||||
| 1171 E Woods Way | Columbia City | IN | 46725 | 351860518 | 501(c)(3) | $5,920 | Intern Program | |
| Hamilton County Community Foundation | ||||||||
| 615 N Alabama St Ste 300 | Indianapolis | IN | 46204 | 200900981 | 501(c)(3) | $5,886 | Intern Program | |
| Benton Community Found | ||||||||
| PO Box 351 | Fowler | IN | 47944 | 260074023 | 501(c)(3) | $5,745 | Intern Program | |
| Community Foundation of Greater Fort Wayne Inc | ||||||||
| 555 East Wayne Street | Fort Wayne | IN | 46802 | 351119450 | 501(c)(3) | $5,326 | Intern Program | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 28 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | 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 staff for approval. The plan includes a description of the tasks that will be accomplished by the intern during their internship. A description of the expectations is also required. IPA staff monitors the amount of grant dollars that each community foundation applies for and receives. At the completion of the internship with the community foundation, the intern supplies a final narrative report describing their experience at the community foundation to IPA staff. Each community foundation must submit a final report also concerning their experience with the internship. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Claudia Cummings | ||||||||||||||
| President/CEO | $199,542 | $0 | $0 | $0 | $41 | $0 | $20,954 | $0 | $17,784 | $0 | $238,321 | $0 | $0 | $0 |
| Amy Haacker | ||||||||||||||
| VP, Community Foundation Programs | $140,969 | $0 | $0 | $0 | $27 | $0 | $14,410 | $0 | $14,638 | $0 | $170,044 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 34,803 including grants of $) In 2024, Indiana Philanthropy Alliance's (IPA) advocacy efforts encompassed monitoring state and federal legislation and delivering timely updates to members through email, e-newsletters, and the IPA website. IPA also engaged in active advocacy with members of the state legislature and Congress on topics related to philanthropy, charitable giving, and matters important to the communities served. IPA's policy-related efforts included producing informational materials to educate elected officials about Indiana foundations' pivotal role and impact. IPA facilitated virtual and in-person meetings to share information with and about IPA and member foundations and discuss potential public policies affecting philanthropy. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 25,772 including grants of $)(Revenue $ 34,316) The John Mutz Philanthropic Leadership Institute identifies and cultivates visionary philanthropic leaders in Indiana. The cohort-based program provides continuing education training to equip emerging leaders for board and executive positions in foundations and corporations statewide. With each cohort, Indiana Philanthropy Alliance aims to bring fresh perspectives to the existing community, support emerging leaders, and elevate Indiana's philanthropic field. The 2024 class, comprising 22 graduates from 13 Indiana counties, exemplifies IPA's commitment to nurturing transformative leadership that drives positive change in communities across the state. |
| 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 (PEO). The number reported on this line represents the number of employees the filing organizations leased from the PEO. Indiana Philanthropy 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, 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, Line 1a Material differences in voting rights | 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, Line 11b Review of form 990 by governing body | 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, Line 12c Conflict of interest policy | 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, Line 15a Process to establish compensation of top management official | 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, Line 19 Required documents available to the public | The governing documents, conflict of interest policy and financial statements are available upon request. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Other Income - Total Revenue: 4158, Related or Exempt Function Revenue: 4158, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Indiana Philanthropy Alliance Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W Washington St | AddressLine1Txt |
| Address Line2 | 950 | AddressLine2Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351868240 | EIN |
| Primary Activities | Supporting Organization | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Type I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Indiana Philanthropy Alliance Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Indiana Philanthropy Alliance Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $775,000 | InvolvedAmt |
| Method Of Amount Determination | Book Value | MethodOfAmountDeterminationTxt |
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