INDIANA PHILANTHROPY ALLIANCE INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA PHILANTHROPY ALLIANCE INC (EIN 35-1835134)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-04
- IRS object ID
- 202133089349300348
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-04T09:34:34-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363990892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Massachusetts Avenue 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 | 2020-01-01 | 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 | 32 E Washington St No 1100 | 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 |
| Phone | 3176305200 | PhoneNum |
| Signature | 2021-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Claudia | PersonFirstNm |
| Person Last | Cummings | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ted R Batson Jr | PreparerPersonNm |
| PTIN | P00721951 | PTIN |
| Phone | 5055022746 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Claudia Cummings | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 E Washington St No 1100 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,557,677 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | 14 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $751,745 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,120,440 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $56,196 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $164,690 | CYProgramServiceRevenueAmt |
| PY Investment Income | $91,928 | PYInvestmentIncomeAmt |
| CY Investment Income | $92,119 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $6,799 | CYOtherRevenueAmt |
| PY Total Revenue | $899,869 | PYTotalRevenueAmt |
| CY Total Revenue | $1,384,048 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $545,032 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $675,905 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $414,165 | PYOtherExpensesAmt |
| CY Other Expenses | $274,296 | CYOtherExpensesAmt |
| PY Total Expenses | $959,197 | PYTotalExpensesAmt |
| CY Total Expenses | $950,201 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$59,328 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $433,847 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,315,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,789,678 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $80,591 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $87,400 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,234,520 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,702,278 | 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 | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $768,276 | ExpenseAmt |
| Desc | Member Services - Indiana Philanthropy Alliance (IPA) encourages an organized and knowledgeable philanthropy sector that is acknowledged for its impact on key issues affecting Indiana. During 2020, IPA held multiple networking/peer gatherings across the state, produced 52 e-newsletters for members, tracked state and national legislation affecting the sector, facilitated meetings for members with state and congressional elected officials, supported a website and provided technical assistance and web-based access to vetted technical and professional resources. IPA achieved a 91% member retention rate and received an overall member satisfaction rating of 4 on a 5 point scale. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $33,432 | ExpenseAmt |
| Revenue | $58,735 | RevenueAmt |
| Desc | Foundation Legal Help Desk - Connects foundations to attorneys with expertise in foundation operations at an affordable rate. Foundation Legal Help Desk operates through a secure web portal, allowing foundations to send questions to our on-call attorney. An attorney specialized in the topic area responds to subscribers directly with a written answer or plans for a phone conversation. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $30,988 | ExpenseAmt |
| Desc | Public Policy - IPA's advocacy efforts in 2020 included monitoring relevant state and federal legislation and providing information to members about the status via emails, electronic newsletters, and information posted on the IPA website; active lobbying with members of the state legislature and congress on topics related to philanthropy and charitable giving; creating informational materials about the roles and impact of Indiana foundations to educate elected officials; and arranging in-person visits with elected officials to share information about IPA and member foundations, as well as discuss potential public policies affecting philanthropy. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $21,606 | $64,254 | Grantmaker Education and Resources - Indiana Philanthropy Alliance (IPA) makes available educational programs designed to fulfill the professional development needs of members by providing quality and diverse educational opportunities at an affordable price, to as many members of the Alliance as possible. During 2020, IPA provided 53 grantmaker education programs. There were 3,034 attendees at IPA programs, with an average evaluation rating of 4.4 on a 5.00 scale. IPA's website includes an online searchable knowledgebase of resources across a wide range of topics for foundations and grantmaking organizations. |
| $18,020 | $48,500 | Out of State Training - Indiana Philanthropy Alliance is offering Community Foundation Boot Camp virtually, to foundations across the country. This training provides staff and board members with an overview of the structure and operations of a community foundation, covering nearly every aspect of this unique work. For more than 25 years, IPA has housed a dedicated program that offers specialized assistance to over 90 community foundations in Indiana. These foundations have achieved impressive sustainability, play significant leadership roles in communities, and have grown their assets to almost $4 billion. IPA now offers its highly-regarded Community Foundation Boot Camp curriculum to audiences across the United States.This training has been presented by IPA to over a thousand participants in recent years in partnership with the United Philanthropy Forum, Southeast Council of Foundations, Iowa Council of Foundations, League of California Community Foundations, Philanthropy Colorado, North Carolina Network of Grantmakers, and the Florida Philanthropic Network. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $39,626 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $112,754 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $872,322 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | 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 | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| 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 | 32 E Washington St No 1100 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 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 |
|---|---|---|---|---|---|---|---|
| Linda Speed | |||||||
| Chair | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Richard Haddad | |||||||
| Vice Chair | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Charles Dunlap | |||||||
| Treasurer | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Tracy Souza | |||||||
| Secretary | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Shannon Borden | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dawn Brown | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jill Carpenter | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Stephanie Overbey | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Theresa Farrington Rhodes | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Pamela Ross | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeff Small | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Margaret A Spartz | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Cheryl Taylor | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jenna Wachtmann | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Zachary Kester | |||||||
| Director (part year) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Claudia Cummings | |||||||
| President/CEO | 34.00 | 6.00 | Yes (X) | $140,552 | $24,803 | $32,513 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $140,552 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $24,803 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $32,513 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $412,910 | MembershipDuesAmt |
| Government Grants | $232,250 | GovernmentGrantsAmt |
| All Other Contributions | $475,280 | AllOtherContributionsAmt |
| Total Contributions | $1,120,440 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Legal Helpdesk | 900099 | $58,735 | $58,735 |
| Education Resources | 900099 | $57,455 | $57,455 |
| Out of State Training | 900099 | $48,500 | $48,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $164,690 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,748 | TotalRevenueColumnAmt |
| Exclusion | $90,748 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,175,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,173,629 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,371 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,371 | TotalRevenueColumnAmt |
| Exclusion | $1,371 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,799 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,799 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,799 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,384,048 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $171,489 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $92,119 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,190 | TotalAmt |
| Program Services | $159,845 | ProgramServicesAmt |
| Management And General | $8,345 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $919 | TotalAmt |
| Program Services | $919 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,702 | TotalAmt |
| Program Services | $370,365 | ProgramServicesAmt |
| Management And General | $19,337 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,555 | TotalAmt |
| Program Services | $31,890 | ProgramServicesAmt |
| Management And General | $1,665 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,874 | TotalAmt |
| Program Services | $37,896 | ProgramServicesAmt |
| Management And General | $1,978 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,665 | TotalAmt |
| Program Services | $41,498 | ProgramServicesAmt |
| Management And General | $2,167 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,319 | TotalAmt |
| Management And General | $1,319 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,674 | TotalAmt |
| Management And General | $11,674 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,988 | TotalAmt |
| Program Services | $30,988 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,566 | TotalAmt |
| Program Services | $51,566 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437 | TotalAmt |
| Management And General | $437 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,918 | TotalAmt |
| Program Services | $33,749 | ProgramServicesAmt |
| Management And General | $5,169 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,813 | TotalAmt |
| Management And General | $12,813 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,613 | TotalAmt |
| Program Services | $85,592 | ProgramServicesAmt |
| Management And General | $9,021 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,319 | TotalAmt |
| Program Services | $8,004 | ProgramServicesAmt |
| Management And General | $315 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,539 | TotalAmt |
| Program Services | $2,846 | ProgramServicesAmt |
| Management And General | $693 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,862 | TotalAmt |
| Management And General | $1,862 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dues & Memberships | Desc |
| Total | $13,411 | TotalAmt |
| Program Services | $12,746 | ProgramServicesAmt |
| Management And General | $665 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,837 | TotalAmt |
| Program Services | $4,418 | ProgramServicesAmt |
| Management And General | $419 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $950,201 | TotalAmt |
| Program Services | $872,322 | ProgramServicesAmt |
| Management And General | $77,879 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,213 | BOYAmt |
| EOY | $152,772 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,179 | BOYAmt |
| EOY | $95,200 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,500 | BOYAmt |
| EOY | $773 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,147 | BOYAmt |
| EOY | $9,739 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,920 | BOYAmt |
| EOY | $15,967 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $127,915 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $127,915 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,862 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,150,980 | BOYAmt |
| EOY | $1,262,031 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,310 | BOYAmt |
| EOY | $253,196 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,315,111 | BOYAmt |
| EOY | $1,789,678 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,958 | BOYAmt |
| EOY | $17,502 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,633 | BOYAmt |
| EOY | $69,898 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,591 | BOYAmt |
| EOY | $87,400 | 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 | $949,520 | BOYAmt |
| EOY | $1,358,157 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,000 | BOYAmt |
| EOY | $344,121 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,234,520 | BOYAmt |
| EOY | $1,702,278 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,315,111 | BOYAmt |
| EOY | $1,789,678 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $433,847 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $33,911 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $722,302 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $660,913 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $810,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $751,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,120,440 | CurrentTaxYearAmt |
| Total | $4,066,205 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $722,302 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $660,913 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $810,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $751,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,120,440 | CurrentTaxYearAmt |
| Total | $4,066,205 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,482,065 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,584,140 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,584 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,153 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,362 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,748 | CurrentTaxYearAmt |
| Total | $371,148 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $6,650 | CurrentTaxYearAmt |
| Total | $6,650 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,444,003 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $457,601 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56580 | 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, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Miscellaneous income - 2020 Amount: $ 6,650. | 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 (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | Yes (1) | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $30,988 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $30,988 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | The Alliance arranged the following events: "Foundations on the Hill" with the primary purpose to acquaint Federal legislators with the Alliance and the work/concerns of the philanthropic sector. This event was attended by the Alliance President/CEO and its Vice President of External Relations as well as Alliance members. Meetings with members of Indiana's congressional delegation and/or staff took place. Legislative Roundtables were held virtually in multiple regions around the state bringing representatives from grantmaking organizations together with state and federal elected officials. The purpose of the meetings was to educate and inform public officials about the role and scope of philanthropy in Indiana. The Alliance engaged a government relations lobbyist to represent the Alliance with members of the Indiana General Assembly to advocate regarding selected legislation that affects the operations of foundations and non-profit organizations. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,826 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,826 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,089 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,089 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Due from related party | $252,384 |
| Accrued interest receivable | $812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $253,196 | TotalBookValueOtherAssetsAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Claudia Cummings | PersonNm |
| Title | President/CEO | TitleTxt |
| Base Compensation Filing Org | $140,552 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $24,803 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $15,321 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $2,704 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $12,317 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $2,174 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $168,190 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $29,681 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 2 | During the year, the organization undertook two program services that were previously listed as programs of their related organization, Indiana Philanthropy Alliance Foundation. These include Out of State Training and Foundation Legal Help Desk. |
| Form 990, Part VI, Section A, line 1 | The Executive Committee members shall include, but not necessarily be limited to, the officers of the Corporation. All members of the Executive Committee shall be active members of the Board of Directors. The Executive Committee is authorized to act on behalf of the Board in between meetings of the Board. |
| Form 990, Part VI, Section B, line 11b | In keeping with Indiana Philanthropy Alliance's values of operating in ways that are ethical and transparent, the following policy will guide the organization's compliance with Form 990 submissions: The IRS Form 990 annual tax filing (and other required filings such as 990-T as needed) shall be reviewed and approved by the President/CEO and the IPA Board Chair and Board Treasurer (or in either one's absence another member of the IPA Executive Committee) prior to submission. In addition, the full board shall receive a copy of the IRS Form 990 (and other required filings) before submission. |
| Form 990, Part VI, Section B, line 12c | The Indiana Philanthropy Alliance, Inc. conflict of interest policy covers all Indiana Philanthropy Alliance board members, officers and staff. Board members, officers and staff have the responsibility to disclose the existence of any conflict or appearance of a conflict to the President/CEO or the Chair of the Board of Directors at the earliest possible time. The board member, officer or staff with the conflict or potential for appearance of conflict is expected to excuse himself or herself from any involvement in any decision related to the matter. This does not prevent a board member, officer or staff member from briefly stating his/her position in the matter, or from answering pertinent questions related to the matter. |
| Form 990, Part VI, Section B, line 15a | Line 15a - The President/CEO is selected by the Indiana Philanthropy Alliance board and is responsible to the board for the operation of the organization. The board approves the CEO's compensation and benefits per the recommendation of the Executive Committee, and conducts an annual review of the CEO's performance. Any board members with a potential conflict of interest must recuse themselves from the compensation recommendation. A review of Executive compensation paid by comparable nonprofit and for-profit organizations for functionally comparable positions is conducted to support the Board's compensation decisions and to guard against any excess benefit transaction. This process is documented. Line 15b - The organization does not compensate any other officers or key employees. Therefore, this line was answered "no" in accordance with the instructions. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy and financial statements are available upon request. |
| Form 990, Part VII, Part IX, Lines 5-10 and Schedule J | The President/CEO provides services to Indiana Philanthropy Alliance, Inc. and its related supporting organization, Indiana Philanthropy Alliance Foundation. To reflect the services provided, compensation has been shown in proporation to the hours worked for each organization. Accordingly, the amounts shown in Part VII, Column D and E and Schedule J, Part II, Section A, Columns (B)(i) - (iii), lines (i) and (ii) must be added together to agree to Box 5 of the President/CEO's Form W-2. |
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 | 32 E Washington St Ste 1100 | AddressLine1Txt |
| 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 | Line 12a, 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 (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Indiana Philanthropy Alliance Foundation | ||
| N | $0 | |
| Indiana Philanthropy Alliance Foundation | ||
| O | $126,882 | Book Value |
| Indiana Philanthropy Alliance Foundation | ||
| Q | $161,118 | Book Value |
| Indiana Philanthropy Alliance Foundation | ||
| S | $252,384 | Book Value |
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