INDIANA PHILANTHROPY ALLIANCE INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA PHILANTHROPY ALLIANCE INC (EIN 35-1835134)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-19
- IRS object ID
- 201922319349300227
- Schema version
- 2018v3.1
- 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 J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-19T11:52:11-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351940295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEHMEL & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 CUNNINGHAM RD STE 1 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 SUITE 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 | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIE C BOONE CPA | PreparerPersonNm |
| PTIN | P00313631 | PTIN |
| Phone | 3172482202 | PhoneNum |
| Preparation | 2019-08-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.79.123.225 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-19 | IPDt |
| IP Tm | 12:49:38 | IPTm |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9E563B4646FEF1A63F79B2C4D6C330851C2F7DD1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6DF1B17590088B10CAE7205DA456AE12EA1DD684 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | AddressLine1Txt |
| Address Line2 | SUITE 1100 | AddressLine2Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,343,366 | 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 | OUR MISSION IS TO CHAMPION, SUPPORT AND CONNECT OUR MEMBERS AS THEY TRANSFORM INDIANA THROUGH EFFECTIVE PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 44 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $23,080 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $660,913 | PYContributionsGrantsAmt |
| CY Contributions Grants | $810,805 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $53,453 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $96,228 | CYProgramServiceRevenueAmt |
| PY Investment Income | $116,375 | PYInvestmentIncomeAmt |
| CY Investment Income | $90,704 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $830,741 | PYTotalRevenueAmt |
| CY Total Revenue | $997,737 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $479,301 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $562,112 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $357,698 | PYOtherExpensesAmt |
| CY Other Expenses | $462,547 | CYOtherExpensesAmt |
| PY Total Expenses | $836,999 | PYTotalExpensesAmt |
| CY Total Expenses | $1,024,659 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,258 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$26,922 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,310,238 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,259,671 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,984 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $115,640 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,277,254 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,144,031 | NetAssetsOrFundBalancesEOYAmt |
| 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 | $648,988 | ExpenseAmt |
| Desc | MEMBERS SERVICES - INDIANA PHILANTHROPY ALLIANCE (IPA) ENCOURAGES AN ORGANIZED AND KNOWLEDGEABLE PHILANTHROPY SECTOR THAT IS ACKNOWLEDGED FOR ITS IMPACT ON KEY ISSUES AFFECTING INDIANA. DURING 2018, IPA HELD MULTIPLE NETWORKING/PEER GATHERINGS ACROSS THE STATE, PRODUCED 12 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 95% MEMBER RETENTION RATE AND RECEIVED AN OVERALL MEMBER SATISFACTION RATING OF 4.6 ON A 5 POINT SCALE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $99,069 | ExpenseAmt |
| Revenue | $92,578 | RevenueAmt |
| Desc | 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 2018, IPA PROVIDED 38 GRANTMAKER EDUCATION PROGRAMS. THERE WERE 1,880 ATTENDEES AT IPA PROGRAMS, WITH AN AVERAGE EVALUATION RATING OF 4.6 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $43,005 | ExpenseAmt |
| Desc | PUBLIC POLICY - IPA'S ADVOCACY EFFORTS IN 2018 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 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 TO DISCUSS POTENTIAL PUBLIC POLICY AFFECTING PHILANTHROPY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $791,062 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | 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 | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| 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 | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 14 | 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 |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 |
| 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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 PRESCEO | BusinessNameLine1Txt |
| Business Name Line2 | INDIANA PHILANTHROPY ALLIANCE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176305200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 E WASHINGTON ST 1100 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| TINA GRIDIRON | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LINDA SPEED | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHARLES DUNLAP | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHANNON BORDEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JILL CARPENTER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEANNA CRISPEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J MICHAEL DURNIL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY JOHNSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ZACHARY KESTER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ED KOMINOWSKI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY NISSAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM A RHODEHAMEL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THERESA FARRINGTON RHODES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD HADDAD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TRACY SOUZA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET A SPARTZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH C TATE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEB WASHLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHERYL TAYLOR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARISSA MANLOVE | ||||||||
| PRESIDENT/CE | 34.00 | $164,543 | $70,519 | $34,016 | 6.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $164,543 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $70,519 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,016 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $368,040 | MembershipDuesAmt |
| All Other Contributions | $442,765 | AllOtherContributionsAmt |
| Total Contributions | $810,805 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM REVENUE | 900099 | $92,578 | $92,578 |
| DIRECTORY SALES | 900099 | $3,650 | $3,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $96,228 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,153 | TotalRevenueColumnAmt |
| Exclusion | $97,153 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,339,180 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,345,629 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$6,449 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,449 | TotalRevenueColumnAmt |
| Exclusion | -$6,449 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $997,737 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $96,228 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $90,704 | ExclusionAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,354 | TotalAmt |
| Program Services | $135,615 | ProgramServicesAmt |
| Management And General | $52,739 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,573 | TotalAmt |
| Program Services | $250,537 | ProgramServicesAmt |
| Management And General | $31,036 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,891 | TotalAmt |
| Program Services | $20,272 | ProgramServicesAmt |
| Management And General | $4,619 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,021 | TotalAmt |
| Program Services | $32,375 | ProgramServicesAmt |
| Management And General | $7,646 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,273 | TotalAmt |
| Program Services | $21,453 | ProgramServicesAmt |
| Management And General | $5,820 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $933 | TotalAmt |
| Management And General | $933 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,833 | TotalAmt |
| Management And General | $31,833 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,332 | TotalAmt |
| Program Services | $33,332 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,393 | TotalAmt |
| Program Services | $89,393 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,345 | TotalAmt |
| Program Services | $2,695 | ProgramServicesAmt |
| Management And General | $650 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,596 | TotalAmt |
| Program Services | $16,988 | ProgramServicesAmt |
| Management And General | $22,608 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,470 | TotalAmt |
| Program Services | $4,166 | ProgramServicesAmt |
| Management And General | $30,304 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,221 | TotalAmt |
| Program Services | $59,957 | ProgramServicesAmt |
| Management And General | $16,264 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,004 | TotalAmt |
| Program Services | $21,325 | ProgramServicesAmt |
| Management And General | $11,679 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,798 | TotalAmt |
| Program Services | $90,798 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,336 | TotalAmt |
| Management And General | $3,336 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,154 | TotalAmt |
| Management And General | $6,154 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LOCAL STAFF & BOARD EXP | $13,585 | $7,993 | $5,592 |
| MISCELLAENOUS | $3,370 | $3,370 | |
| DUES AND MEMBERSHIPS | $3,177 | $793 | $2,384 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,024,659 | TotalAmt |
| Program Services | $791,062 | ProgramServicesAmt |
| Management And General | $233,597 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,660 | BOYAmt |
| EOY | $26,277 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,641 | BOYAmt |
| EOY | $60,154 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,832 | BOYAmt |
| EOY | $194,003 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,388 | BOYAmt |
| EOY | $11,224 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $127,915 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $124,457 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,794 | BOYAmt |
| EOY | $3,458 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $991,718 | BOYAmt |
| EOY | $962,759 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,205 | BOYAmt |
| EOY | $1,796 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,310,238 | BOYAmt |
| EOY | $1,259,671 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,584 | BOYAmt |
| EOY | $101,390 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,400 | BOYAmt |
| EOY | $14,250 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,984 | BOYAmt |
| EOY | $115,640 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $992,254 | BOYAmt |
| EOY | $814,031 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,000 | BOYAmt |
| EOY | $330,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,277,254 | BOYAmt |
| EOY | $1,144,031 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,310,238 | BOYAmt |
| EOY | $1,259,671 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$26,922 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$106,301 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $866,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $650,117 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $722,302 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $660,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $810,805 | CurrentTaxYearAmt |
| Total | $3,711,057 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $866,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $650,117 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $722,302 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $660,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $810,805 | CurrentTaxYearAmt |
| Total | $3,711,057 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,376,028 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,335,029 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,550 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,951 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,301 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,153 | CurrentTaxYearAmt |
| Total | $237,539 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,948,596 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $344,785 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60190 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
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 | $43,004 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $43,004 | 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 | FormAndLineReferenceDesc |
| Explanation | THE ALLIANCE ARRANGED THE FOLLOWING EVENTS: "DC FOTH" (FOUNDATIONS ON THE HILL) WAS HELD IN WASHINGTON, DC 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 DIRECTOR OF MEMBER SERVICES AS WELL AS ALLIANCE MEMBERS. MEETINGS WITH MEMBERS OF INDIANA'S CONGRESSIONAL DELEGATION AND/OR THEIR STAFF TOOK PLACE. "IPA DAY AT THE STATEHOUSE" WAS HELD IN INDIANAPOLIS, INDIANA WITH A PRIMARY PURPOSE TO EDUCATE STATE LEGISLATORS ABOUT THE WORK/CONCERNS OF THE PHILANTHROPIC SECTOR. ALLIANCE STAFF AND ALLIANCE MEMBERS MET WITH MEMBERS OF THE INDIANA GENERAL ASSEMBLY IN BRIEF INDIVIDUAL MEETINGS. LEGISLATIVE LUNCHEONS WERE HELD IN MULTIPLE REGIONS AROUND THE STATE THAT BROUGHT REPRESENTATIVES FROM GRANTMAKING ORGANIZATIONS TOGETHER WITH STATE AND FEDERAL ELECTED AND APPOINTED OFFICIALS. THE PURPOSE OF THE LUNCHEONS 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 DIRECTLY 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 | $127,915 | OtherCostOrOtherBasisAmt |
| Depreciation | $124,457 | DepreciationAmt |
| Book Value | $3,458 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,458 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,186,436 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$106,301 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $295,000 | OtherRevenueAmt |
| Revenue Not Reported | $188,699 | RevenueNotReportedAmt |
| Revenue Subtotal | $997,737 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $997,737 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,319,659 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $295,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $295,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,024,659 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,024,659 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | MANAGEMENT FEE 295,000 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | REIMBURSED EXPENSES 295,000 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARISSA MANLOVE | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $164,543 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $70,519 | CompensationBasedOnRltdOrgsAmt |
| Deferred Compensation Flng Org | $10,397 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $4,456 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $13,414 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $5,749 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $188,354 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $80,724 | TotalCompensationRltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PAGE 1, PART I, LINE 4 | MARISSA MANLOVE 0 84,937 0 |
| SCHEDULE J, PART III | INDIANA PHILANTHROPY ALLIANCE, INC. HAS ESTABLISHED THE INDIANA GRANTMAKERS ALLIANCE INELIGIBLE DEFERRED COMPENSATION PLAN FOR THE PRIMARY PURPOSE OF PROVIDING UNFUNDED DEFERRED COMPENSATION FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. AS THE PARTICIPANT IS VESTED AT 12/31/18, THE BALANCE HAS BEEN RECORDED IN ACCOUNTS PAYABLE AND WILL BE PAID IN 2019. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZACHARY KESTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DIRECTOR | RelationshipDescriptionTxt |
| Transaction | $407 | TransactionAmt |
| Transaction | CONSULTING/SPEAKING | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS INCLUDE THE ALLIANCE BOARD OF DIRECTORS AND ALL COMMITTEE MEMBERS. |
| FORM 990, PART V | LINE 1 AND 2, FORMS 1096 AND W-3 THE INDIANA PHILANTHROPY ALLIANCE, INC. 35-1835134 SHARES CONTRACT SERVICES AND EMPLOYEES WITH INDIANA PHILANTHROPY ALLIANCE FOUNDATION, INC. 35-1868240. ALL SUCH REPORTING WAS DONE ON A COMMON PAYMASTER BASIS BY THE INDIANA PHILANTHROPY ALLIANCE, INC. EIN 35-1835134: FORM 1096 EIN 35-1835134 21 FORMS OF WHICH 12 WERE ALLIANCE CONTRACTS FORM W-3 EIN 35-1835134 14 FORMS OF WHICH 8 WERE ALLIANCE EMPLOYEES |
| FORM 990, PAGE 6, PART VI, LINE 2 | CHARITABLE ALLIES BLUE & COMPANY DIRECTOR DIRECTOR CONSULTING/LEGAL CHARITABLE ALLIES COMMUNITY FOUNDATION OF MORGAN CO DIRECTOR DIRECTOR CONSULTING/LEGAL |
| FORM 990, PAGE 6, PART VI, 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 REVIEW THE IRS FORM 990 (AND OTHER REQUIRED FILINGS) BEFORE SUBMISSION. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE INDIANA PHILANTHROPY ALLIANCE, INC. CONFLICT OF INTEREST POLICY COVERS ALL INDIANA PHILANTHROPY ALLIANCE BOARD MEMBERS AND ALL STAFF. BOARD DIRECTORS 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 DIRECTOR 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 DIRECTOR OR STAFF MEMBER FROM BRIEFLY STATING HIS/HER POSITION IN THE MATTER, OR FROM ANSWERING PERTINENT QUESTIONS RELATED TO THE MATTER. |
| FORM 990, PAGE 6, PART VI, 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 MEMBER 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 SHOULD BE CONDUCTED TO SUPPORT THE BOARD'S COMPENSATION DECISIONS AND TO GUARD AGAINST ANY EXCESS BENEFIT TRANSACTION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE STAFF OPERATIONS OF INDIANA PHILANTHROPY ALLIANCE ARE THE RESPONSIBILITY OF THE PRESIDENT/CEO. THE INDIANA PHILANTHROPY ALLIANCE BOARD MAY REVIEW THE COMPENSATION RANGE OF STAFF POSITIONS THAT EXERCISE SUBSTANTIAL CONTROL OF THE ORGANIZATION'S RESOURCES, TO ENSURE THAT EXCESS BENEFIT TRANSACTIONS DO NOT OCCUR. |
| FORM 990, PAGE 6, PART VI, LINE 19 | CURRENTLY THE ALLIANCE WILL PROVIDE COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST, AND ON THE ALLIANCE WEBSITE. THE FORM 990 WILL ONLY BE AVAILABLE ON THE WEBSITE. |
| FORM 990, PART XI, LINE 9 | MANAGEMENT FEE 295,000 REIMBURSED EXPENSES -295,000 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IN PHILANTHROPY ALLIANCE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 E WASHINGTON ST 1100 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351868240 | EIN |
| Primary Activities | SUPPORTING | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | C3 | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FILING ENT | 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 | false | 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 | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IN PHILANTHROPY ALLIANCE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $295,000 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |
Comments