2021-11-04T09:34:34-05:00 2020-12-31 363990892 Capin Crouse LLP 345 Massachusetts Avenue Suite 300 Indianapolis IN 46204 990 2020-01-01 351835134 Indiana Philanthropy Alliance Inc INDI 3176305200 32 E Washington St No 1100 Indianapolis IN 46204 Claudia Cummings President/CEO 3176305200 2021-11-04 1 Claudia Cummings 999009999 Ted R Batson Jr P00721951 5055022746 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z Claudia Cummings 32 E Washington St No 1100 Indianapolis IN 46204 2557677 0 X www.inphilanthropy.org X 1990 IN Champion, support and connect members as they transform Indiana through effective philanthropy. 14 14 14 45 0 0 751745 1120440 56196 164690 91928 92119 0 6799 899869 1384048 0 0 0 0 545032 675905 0 0 0 414165 274296 959197 950201 -59328 433847 1315111 1789678 80591 87400 1234520 1702278 X Our mission is to champion, support and connect our members as they transform Indiana through effective philanthropy. 1 0 768276 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. 33432 58735 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. 30988 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. 21606 64254 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. 18020 48500 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. 39626 112754 872322 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 23 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X X Claudia Cummings 3176305200 32 E Washington St No 1100 Indianapolis IN 46204 X Linda Speed Chair 1.00 1.00 X X 0 0 0 Richard Haddad Vice Chair 1.00 1.00 X X 0 0 0 Charles Dunlap Treasurer 1.00 1.00 X X 0 0 0 Tracy Souza Secretary 1.00 1.00 X X 0 0 0 Shannon Borden Director 1.00 X 0 0 0 Dawn Brown Director 1.00 X 0 0 0 Jill Carpenter Director 1.00 X 0 0 0 Stephanie Overbey Director 1.00 X 0 0 0 Theresa Farrington Rhodes Director 1.00 X 0 0 0 Pamela Ross Director 1.00 X 0 0 0 Jeff Small Director 1.00 X 0 0 0 Margaret A Spartz Director 1.00 X 0 0 0 Cheryl Taylor Director 1.00 X 0 0 0 Jenna Wachtmann Director 1.00 X 0 0 0 Zachary Kester Director (part year) 1.00 X 0 0 0 Claudia Cummings President/CEO 34.00 6.00 X 140552 24803 32513 140552 24803 32513 1 0 1 0 0 412910 232250 475280 1120440 Legal Helpdesk 900099 58735 58735 Education Resources 900099 57455 57455 Out of State Training 900099 48500 48500 164690 90748 90748 1175000 1173629 1371 1371 1371 6799 6799 6799 1384048 171489 0 92119 168190 159845 8345 919 919 389702 370365 19337 33555 31890 1665 39874 37896 1978 43665 41498 2167 1319 1319 11674 11674 30988 30988 51566 51566 437 437 38918 33749 5169 12813 12813 94613 85592 9021 8319 8004 315 3539 2846 693 1862 1862 Dues & Memberships 13411 12746 665 4837 4418 419 950201 872322 77879 0 27213 152772 95179 95200 7500 773 14147 9739 15920 15967 127915 127915 1862 0 1150980 1262031 2310 253196 1315111 1789678 32958 17502 47633 69898 80591 87400 X 949520 1358157 285000 344121 1234520 1702278 1315111 1789678 433847 33911 0 X 0 1 X 1 0 X 722302 660913 810805 751745 1120440 4066205 722302 660913 810805 751745 1120440 4066205 1482065 2584140 32301 61584 97153 89362 90748 371148 6650 6650 4444003 457601 0.58150 0.56580 X Schedule A, Part II, Line 10, Explanation of Other Income: Miscellaneous income - 2020 Amount: $ 6,650. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 1 0 1 30988 1 0 30988 0 Part II-B, Line 1: The Alliance arranged the following events: "Foundations on the Hill" with the primary purpose to acquaint Federal legislators with the Alliance and the work/concerns of 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. 71826 71826 0 56089 56089 0 0 Due from related party 252384 Accrued interest receivable 812 253196 X X 0 0 0 0 0 0 0 0 0 Claudia Cummings President/CEO 140552 24803 0 0 0 0 15321 2704 12317 2174 168190 29681 0 0 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. Indiana Philanthropy Alliance Foundation 32 E Washington St Ste 1100 Indianapolis IN 46204 351868240 Supporting Organization IN 501(c)(3) Line 12a, I Indiana Philanthropy Alliance Inc 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 Indiana Philanthropy Alliance Foundation N 0 Indiana Philanthropy Alliance Foundation O 126882 Book Value Indiana Philanthropy Alliance Foundation Q 161118 Book Value Indiana Philanthropy Alliance Foundation S 252384 Book Value