2018-05-15T07:15:51-05:00 2017-12-31 351940295 DEHMEL & ASSOCIATES PC 2222 CUNNINGHAM RD INDIANAPOLIS IN 462243701 990 2017-01-01 351835134 INDIANA PHILANTHROPY ALLIANCE INC INDI 3176305200 32 E WASHINGTON ST SUITE 1100 INDIANAPOLIS IN 46204 MARISSA MANLOVE PRESIDENT/CEO 3176305200 2018-05-15 true MARIE C BOONE CPA P00313631 3172482202 2018-05-15 2017 2022-09-23 18:48:47Z MARISSA MANLOVE 32 E WASHINGTON ST STE 1100 INDIANAPOLIS IN 46204 1400243 false X WWW.INPHILANTHROPY.ORG X 1990 IN OUR MISSION IS TO CHAMPION, SUPPORT AND CONNECT OUR MEMBERS AS THEY TRANSFORM INDIANA THROUGH EFFECTIVE PHILANTHROPY. 18 18 15 44 0 722302 660913 86885 53453 32301 116375 0 841488 830741 0 0 437720 479301 0 0 340444 357698 778164 836999 63324 -6258 1309068 1310238 24466 32984 1284602 1277254 OUR MISSION IS TO CHAMPION, SUPPORT AND CONNECT OUR MEMBERS AS THEY TRANSFORM INDIANA THROUGH EFFECTIVE PHILANTHROPY. false false 462530 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 2017, 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 93% MEMBER RETENTION RATE AND RECEIVED AN OVERALL MEMBER SATISFACTION RATING OF 4.78 ON A 5 POINT SCALE. 79714 45778 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 2017, IPA PROVIDED 24 GRANTMAKER EDUCATION PROGRAMS. THERE WERE 2,057 ATTENDEES AT IPA PROGRAMS, WITH AN AVERAGE EVALUATION RATING OF 4.27 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. 44525 PUBLIC POLICY - IPA'S ADVOCACY EFFORTS IN 2017 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. 586769 true true false true false false false false false false true false false false false false false true false false false false false false false false false false false true false false false false false true false false false false false false false true true true false false true X 25 0 15 true false false false false false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false IN X X X MARISSA MANLOVE PRESCEO INDIANA PHILANTHROPY ALLIANCE 3176305200 32 E WASHINGTON ST 1100 INDIANAPOLIS IN 46204 TINA GRIDIRON CHAIR 1.00 X X 0 0 0 LINDA SPEED VICE CHAIR 1.00 X X 0 0 0 CHARLES DUNLAP TREASURER 1.00 X X 0 0 0 BRAD BUMGARDNER SECRETARY 1.00 X X 0 0 0 JANET HELDT BAAS DIRECTOR 1.00 X 0 0 0 DEANNA CRISPEN DIRECTOR 1.00 X 0 0 0 J MICHAEL DURNIL DIRECTOR 1.00 X 0 0 0 JUDY JOHNSON DIRECTOR 1.00 X 0 0 0 ZACHARY KESTER DIRECTOR 1.00 X 0 0 0 ED KOMINOWSKI DIRECTOR 1.00 X 0 0 0 KELLY NISSAN DIRECTOR 1.00 X 0 0 0 WILLIAM A RHODEHAMEL DIRECTOR 1.00 X 0 0 0 THERESA FARRINGTON RHODES DIRECTOR 1.00 X 0 0 0 SHARON L SMITH DIRECTOR 1.00 X 0 0 0 TRACY SOUZA DIRECTOR 1.00 X 0 0 0 MARGARET A SPARTZ DIRECTOR 1.00 X 0 0 0 ELIZABETH C TATE DIRECTOR 1.00 X 0 0 0 DEB WASHLER DIRECTOR 1.00 X 0 0 0 SCOTT WYLIE DIRECTOR 1.00 X 0 0 0 MARISSA MANLOVE PRESIDENT/CE 34.00 6.00 X 99260 42540 33121 99260 42540 33121 false true false 337670 323243 660913 PROGRAM REVENUE 900099 45778 45778 DIRECTORY SALES 900099 7675 7675 53453 61584 61584 624293 569502 54791 54791 54791 830741 53453 116375 122445 88160 34285 265583 211061 54522 23627 19652 3975 40437 32544 7893 27209 21343 5866 354 354 32996 32996 36159 36159 49757 49757 3849 500 3349 41085 17660 23425 35530 35530 77734 60976 16758 26077 17023 9054 23327 17458 5869 6507 6507 6200 6200 DUES AND MEMBERSHIPS 9693 9693 LOCAL STAFF & BOARD EXP 3587 3587 DUES & MEMBERSHIPS GEN 2664 2664 OTHER PROJECT EXPENSES 1196 1196 983 983 836999 586769 250230 0 24568 31660 94625 30641 591756 234832 13775 10388 127915 121121 13301 6794 567903 991718 3140 4205 1309068 1310238 10506 16584 13960 16400 24466 32984 X 985852 992254 298750 285000 1284602 1277254 1309068 1310238 -6258 -1090 X false true X true false X 675475 866920 650117 722302 660913 3575727 675475 866920 650117 722302 660913 3575727 1320047 2255680 31532 27550 18951 32301 61584 171918 3747645 183362 0.60190 0.61830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false true true false true 44525 true false 44525 false SCHEDULE C, PART II-B, LINE 1 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. 127915 121121 6794 6794 1134651 -1090 305000 303910 830741 830741 1141999 305000 305000 836999 836999 SCHEDULE D, PAGE 4, PART XI, LINE 2D MANAGEMENT FEE 305,000 SCHEDULE D, PAGE 4, PART XII, LINE 2D REIMBURSED EXPENSES 305,000 X false true false false false false false false false MARISSA MANLOVE PRESIDENT/CEO 99260 42540 10397 4456 12788 5480 122445 52476 SCHEDULE J, PAGE 1, PART I, LINE 4 MARISSA MANLOVE 0 67,261 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. THE BALANCE REFLECTED IN THE SCHEDULE FOR PART I, QUESTION 4B HAS BEEN COMPUTED BUT NOT PAID AS PARTICIPANTS ARE NOT YET VESTED. ZACHARY KESTER DIRECTOR 2152 CONSULTING/SPEAKING false 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 25 FORMS OF WHICH 9 WERE ALLIANCE CONTRACTS FORM W-3 EIN 35-1835134 15 FORMS OF WHICH 8 WERE ALLIANCE EMPLOYEES 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. FORM 990, PART XI, LINE 9 MANAGEMENT FEE 305,000 REIMBURSED EXPENSES -305,000 IN PHILANTHROPY ALLIANCE FOUNDATION FOUNDATION INC 32 E WASHINGTON ST 1100 INDIANAPOLIS IN 46204 351868240 SUPPORTING IN C3 7 FILING ENT true false false false false false false false false false false false false false true true false true false true IN PHILANTHROPY ALLIANCE FOUNDATION Q 305000 COST