2018-05-15T07:15:51-05:00 2017-12-31 351940295 DEHMEL & ASSOCIATES PC 2222 CUNNINGHAM RD INDIANAPOLIS IN 462243701 990 2017-01-01 351868240 INDIANA PHILANTHROPY ALLIANCE FOUNDATION INC INDI 3176305200 32 E WASHINGTON ST INDIANAPOLIS IN 46204 MARISSA MANLOVE PRES/CEO 3176305200 2018-05-03 true MARIE C BOONE CPA P00313631 3172482202 2018-05-15 50.79.123.225 2018-05-15 08:13:50 P 4681A2B31007B93E02F7EB6F5829E2DAA93C50DE 6DF1B17590088B10CAE7205DA456AE12EA1DD684 2017 2021-01-29 14:40:06Z MARISSA MANLOVE 951849 false X N/A X 1992 IN THE FOUNDATION SUPPORTS THE INDIANA PHILANTHROPY ALLIANCE, INC. AND ITS MEMBERS THROUGH SPECIAL INITIATIVES THAT SUPPORT OR EXPAND PHILANTHROPY IN INDIANA. 6 6 0 97 0 813007 807227 103859 144620 1 2 0 916867 951849 440390 338868 0 666300 702392 0 0 383778 290022 1490468 1331282 -573601 -379433 2568199 1825777 629274 266285 1938925 1559492 X THE FOUNDATION SUPPORTS THE INDIANA PHILANTHROPY ALLIANCE, INC. AND ITS MEMBERS THROUGH SPECIAL INITIATIVES THAT SUPPORT OR EXPAND PHILANTHROPY IN INDIANA. false false 558097 44114 GIFT TECHNICAL ASSISTANCE PROGRAM - PROVIDES TECHNICAL ASSISTANCE, TRAINING, MATERIALS AND RESOURCES TO THE MORE THAN 90 COMMUNITY FOUNDATIONS AND AFFILIATE FUNDS PARTICIPATING IN THE GIFT (GIVING INDIANA FUNDS FOR TOMORROW) INITIATIVE. IN 2017, THERE WERE APPROXIMATELY 418 ATTENDEES AT 11 WORKSHOPS, AND 5 FULL DAYS OF COMMUNITY FOUNDATION SOFTWARE TRAINING. THERE WERE 108 ATTENDEES AT 4 "BOOT CAMPS"- BASIC TRAINING FOR COMMUNITY FOUNDATION BOARD AND STAFF MEMBERS, 163 PARTICIPANTS IN 12 WEBINARS, AND 33 ON-SITE VISITS FOR TECHNICAL ASSISTANCE. 129317 11189 THE YOUTH PHILANTHROPY INITIATIVE OF INDIANA (YPII) - YPII PROVIDES TRAINING, TECHNICAL ASSISTANCE, AND EDUCATIONAL TOOLS AND RESOURCES TO COMMUNITY ORGANIZATIONS THAT SUPPORT YOUTH TO DEVELOP PHILANTHROPIC CONCEPTS THROUGH ONGOING AND INTENTIONAL COMMUNITY SERVICE, GRANTMAKING, FUNDRAISING AND CIVIC ENGAGEMENT. IN 2017, YPII DISTRIBUTED MORE THAN 100 YOUTH PHILANTHROPY RESOURCES THOUGH THE STATE, PROVIDED 40 YOUTH PHILANTHROPY WORKSHOPS INCLUDING 11 YOUTH-SERVING ORGANIZATIONS REACHING OVER 400 YOUNG PEOPLE, 5 CONFERENCE WORKSHOPS FOR BOTH LOCAL (INDIANA) AND NATIONAL AUDIENCES, AND A SERIES OF 4 ONLINE WEBINARS. YPII PROVIDED TECHNICAL ASSISTANCE TO OVER 40 ORGANIZATIONS AND ASSISTS 36 COMMUNITY FOUNDATION YOUTH COUNCIL LEADERS BY PROVIDING RESOURCES, BEST PRACTICES, AND WORKSHOPS TO ASSIST THEIR PROGRAM GOALS. 338868 338868 THE COMMUNITY FOUNDATION INTERNSHIPS PROGRAM PROVIDES INDIANA COMMUNITY FOUNDATIONS PARTICIPATING IN THE GIFT PROGRAM THE GRANT DOLLARS PAID FOR INTERNSHIPS TO COLLEGE STUDENTS ATTENDING AN ACCREDITED COLLEGE OR UNIVERSITY IN INDIANA. THE PURPOSE OF THE PROGRAM IS TO PROVIDE OPPORTUNITIES FOR INDIANA COLLEGE STUDENTS TO LEARN ABOUT PHILANTHROPY IN GENERAL AND COMMUNITY FOUNDATIONS SPECIFICALLY. ASSISTANCE IN CRAFTING WORK PLANS AND JOB DESCRIPTIONS FOR THE INTERNSHIPS IS PROVIDED. INTERNS WILL ALSO BE AFFORDED THE OPPORTUNITY TO ATTEND WORKSHOPS TO LEARN MORE ABOUT COMMUNITY FOUNDATIONS. IN 2017, THERE WERE 51 FOUNDATIONS AND AFFILIATES PARTICIPATING IN THE INTERNSHIP PROGRAM. 1026282 true true false false false false false false false false false false false false false false false true false false false false false false false false false true false true false false false false false true false false false false false false false true false false false true X 16 0 0 false false false false false false false false false false X 6 6 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 PRESIDENTCEO INDIANA PHILANTHROPY ALLIANCE INC 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 PETE MCCOWN DIRECTOR 1.00 X 0 0 0 PAT ROE DIRECTOR 1.00 X 0 0 0 MARISSA MANLOVE PRES/CEO 6.00 34.00 X 42540 99260 33121 ROSEMARY DORSA DIRECTOR GIF 40.00 X 125160 0 30089 167700 99260 63210 2 false true false 807227 807227 SEMINARS AND FEES 900099 54524 54524 TRAINING FEE INCOME 900099 52892 52892 LEGAL HELP DESK 36425 36425 FAMILY PHILANTHROPY RESOURCES 779 779 144620 2 2 951849 144620 2 338868 338868 207725 155249 52476 378295 258088 120207 30644 20600 10044 44765 27559 17206 40963 29366 11597 62 62 14124 14124 91836 91896 -60 15620 15620 21803 7955 13848 15350 206 15144 37915 4783 33132 44997 37636 7361 30844 30844 2643 2643 DUES AND MEMBERSHIPS MGT 5267 5267 RESOURCES FOR MEMBERS 5000 5000 LOCAL STAFF AND BOARD EXP 2223 274 1949 PROGRAM WEBSITE DEVELOPME 1523 1523 815 815 1331282 1026282 305000 0 5082 3520 244950 69444 15166 14790 49 2302952 1738023 2568199 1825777 613391 239202 15883 27083 629274 266285 X 122181 124009 1816744 1435483 1938925 1559492 2568199 1825777 -379433 X false true X true false X X 1 INDIANA PHILANTHROPY ALLIANCE INC INDIANA PHILANTHROPY ALLIANCE INC 351835134 7 true 1026282 0 1 1026282 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 951849 951849 951849 1331282 1331282 1331282 true COMMUNITY FOUNDATION OF NOBLE COUNTY INC 1599 LINCOLNWAY SOUTH LIGONIER IN 46767 351827247 (C)(3) 6135 INTERN PROGRAM BENTON COMMUNITY FOUNDATION PO BOX 351 FOWLER IN 47944 260074023 (C)(3) 7103 INTERN PROGRAM BROWN COUNTY COMMUNITY FOUNDATION INC PO BOX 191 NASHVILLE IN 47448 351960379 (C)(3) 8254 INTERN PROGRAM CENTRAL INDIANA COMMUNITY FOUNDATION INC 615 N ALABAMA ST STE 119 INDIANAPOLIS IN 46204 351793680 (C)(3) 15170 INTERN PROGRAM COMMUNITY FOUNDATION OF BLOOMINGTON & MONROE COUNTY INC 100 SOUTH COLLEGE AVENUE STE 240 BLOOMINGTON IN 47404 351811149 (C)(3) 8005 INTERN PROGRAM COMMUNITY FOUNDATION OF BOONE COUNTY 102 NORTH LEBANON STREET SUITE 200 LEBANON IN 46052 351829585 (C)(3) 9502 INTERN PROGRAM COMMUNITY FOUNDATION OF DEKALB COUNTY PO BOX 111 AUBURN IN 46706 351992897 (C)(3) 7914 INTERN PROGRAM COMMUNITY FOUNDATION OF GRANT COUNTY 505 WEST THIRD STREET MARION IN 46952 311117791 (C)(3) 5908 INTERN PROGRAM COMMUNITY FOUNDATION OF MORGAN COUNTY 56 NORTH MAIN STREET MARTINSVILLE IN 46151 351956929 (C)(3) 5760 INTERN PROGRAM COMMUNITY FOUNDATION OF PULASKI COUNTY INC PO BOX 407 WINAMAC IN 469960407 352127564 (C)(3) 5580 INTERN PROGRAM COMMUNITY FOUNDATION OF RANDOLPH CO 213 SOUTH MAIN STREET WINCHESTER IN 47394 351903148 (C)(3) 5806 INTERN PROGRAM COMMUNITY FOUNDATION OF WABASH COUNTY INC PO BOX 7 NORTH MANCHESTER IN 46962 356019016 (C)(3) 8378 INTERN PROGRAM COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC PO BOX 837 SOUTH BEND IN 46624 237365983 (C)(3) 7452 INTERN PROGRAM DECATUR COUNTY COMMUNITY FOUNDATION 101 EAST MAIN ST SUITE 1 GREENSBURG IN 47240 351870979 (C)(3) 5710 INTERN PROGRAM ELKHART COUNTY COMMUNITY FOUNDATION PO BOX 2932 ELKHART IN 465152932 311255886 (C)(3) 8445 INTERN PROGRAM FAYETTE COUNTY FOUNDATION PO BOX 844 CONNERSVILLE IN 473310844 311185980 (C)(3) 6648 INTERN PROGRAM HENDRICKS COUNTY COMMUNITY FOUNDATI 6319 E US HIGHWAY 36 SUITE 211 AVON IN 46123 351878973 (C)(3) 7500 INTERN PROGRAM HENRY COUNTY COMMUNITY FOUNDATION PO BOX 6006 NEW CASTLE IN 473626006 311170412 (C)(3) 7826 INTERN PROGRAM JASPER FOUNDATION INC PO BOX 295 RENSSELAER IN 47978 351842404 (C)(3) 10070 INTERN PROGRAM JENNINGS COUNTY COMMUNITY FOUNDATIO 111 NORTH STATE STREET NORTH VERNON IN 47265 351922885 (C)(3) 9460 INTERN PROGRAM JOHNSON COUNTY COMMUNITY FOUNDATION PO BOX 217 FRANKLIN IN 46131 351797437 (C)(3) 7483 INTERN PROGRAM LEGACY FOUNDATION INC 1000 EAST 80TH PLACE 402N MERRILLVILLE IN 46410 351872803 (C)(3) 5184 INTERN PROGRAM LEGACY FUND 515 EAST MAIN STREET 100 CARMEL IN 460322258 200900981 (C)(3) 7198 INTERN PROGRAM MARSHALL COUNTY COMM FOUND PO BOX 716 PLYMOUTH IN 46563 351826870 (C)(3) 12021 INTERN PROGRAM NORTHERN INDIANA COMM FOUND PO BOX 807 ROCHESTER IN 46975 351912317 (C)(3) 31175 INTERN PROGRAM PUTNAM COUNTY COMMUNITY FOUND PO BOX 514 GREENCASTLE IN 46135 311159916 (C)(3) 6975 INTERN PROGRAM RIPLEY COUNTY COMMUNITY FOUNDATION 13 E GEORGE STREET BATESVILLE IN 47006 352048001 (C)(3) 9107 INTERN PROGRAM SCOTT COUNTY COMMUNITY FOUNDATION INC PO BOX 25 SCOTTSBURG IN 47170 352014369 (C)(3) 5212 INTERN PROGRAM UNITY FOUNDATION OF LAPORTE COUNTY PO BOX 527 MICHIGAN CITY IN 463610527 351658674 (C)(3) 10721 INTERN PROGRAM WABASH VALLEY COMMUNITY FOUNDATION INC 200 SOUTH 8TH STREET TERRE HAUTE IN 47807 351848649 (C)(3) 22033 INTERN PROGRAM WARREN COUNTY COMMUNITY FOUNDATION INC 31 NORTH MONROE STREET WILLIAMSPORT IN 479331117 352070789 (C)(3) 7528 INTERN PROGRAM WESTERN INDIANA COMMUNITY FOUNDATION INC PO BOX 175 COVINGTON IN 479320175 351814927 (C)(3) 8778 INTERN PROGRAM 32 SCHEDULE I, PAGE 1, PART I, LINE 2 EACH COMMUNITY FOUNDATION SUBMITS AN INTERNSHIP WORK PLAN, WHICH INCLUDES THE GOALS AND OBJECTIVES, A BUDGET, AND TIMEFRAME THE INTERN WILL BE EMPLOYED TO IPA FOUNDATION STAFF FOR APPROVAL. THE PLAN INCLUDES A DESCRIPTION OF THE WORK THAT WILL BE ACCOMPLISHED BY THE INTERN DURING THEIR EMPLOYMENT. A JOB DESCRIPTION IS ALSO REQUIRED. IPA FOUNDATION STAFF MONITORS THE AMOUNT OF GRANT DOLLARS THAT EACH COMMUNITY FOUNDATION APPLIES FOR AND RECEIVES. AT THE COMPLETION OF THE INTERN'S EMPLOYMENT WITH THE COMMUNITY FOUNDATION, THE INTERN SUPPLIES A FINAL NARRATIVE REPORT DESCRIBING THEIR EXPERIENCE AT THE COMMUNITY FOUNDATION TO IPA FOUNDATION STAFF. EACH COMMUNITY FOUNDATION MUST SUBMIT A FINAL REPORT ALSO CONCERNING THEIR EXPERIENCE WITH THE INTERNSHIP. X false true false false false false false false false MARISSA MANLOVE PRES/CEO 42540 99260 4456 10397 5480 12788 52476 122445 ROSEMARY DORSA DIRECTOR GIFT PGM 125160 12861 17228 155249 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 4200 CONSULTING/LEGAL false FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS INCLUDE THE IPA FOUNDATION BOARD, THE YPII STEERING COMMITTEE, CF YOUTH COUNCIL LEADERS, YPII PARTNER NETWORK, YPII AMBASSADORS AND GIFT'S COMMUNITY FOUNDATION STATE COMMITTEE. FORM 990, PAGE 2, PART III, LINE 4B AND WORKSHOPS TO ASSIST THEIR PROGRAM GOALS. FORM 990, PART V LINE 1 AND 2, FORMS 1096 AND W-3 THE INDIANA PHILANTHROPY ALLIANCE FOUNDATION, INC 35-1868240 SHARES CONTRACT SERVICES AND EMPLOYEES WITH INDIANA PHILANTHROPY ALLIANCE, INC. 35-1835134. 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 16 WERE FOUNDATION CONTRACTS FORM W-3 EIN 35-18356134 15 FORMS OF WHICH 7 WERE FOUNDATION EMPLOYEES FORM 990, PAGE 6, PART VI, LINE 11B IN KEEPING WITH INDIANA PHILANTHROPY ALLIANCE FOUNDATION'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 FOUNDATION BOARD CHAIR AND BOARD TREASURER (OR IN EITHER ONE'S ABSENCE ANOTHER MEMBER OF THE IPA FOUNDATION BOARD) PRIOR TO SUBMISSION. THE FULL BOARD SHALL RECEIVE A COPY OF THE IRS FORM 990 (AND OTHER REQUIRED FILINGS) UPON SUBMISSION. FORM 990, PAGE 6, PART VI, LINE 12C THE INDIANA PHILANTHROPY ALLIANCE FOUNDATION, INC. CONFLICT OF INTEREST POLICY COVERS ALL INDIANA PHILANTHROPY ALLIANCE FOUNDATION 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 FOUNDATION PERSONNEL POLICY: THE PRESIDENT/CEO OF INDIANA PHILANTHROPY ALLIANCE ALSO SERVES AS THE PRESIDENT/CEO OF INDIANA PHILANTHROPY ALLIANCE FOUNDATION, INC. SELECTION, COMPENSATION, AND REVIEW OF THE CEO AND ANY OTHER PERSONNEL IS GOVERNED BY THE POLICIES OF INDIANA PHILANTHROPY ALLIANCE. ALLIANCE PERSONNEL POLICY: 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 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 FOUNDATION PERSONNEL POLICY: THE PRESIDENT/CEO OF INDIANA PHILANTHROPY ALLIANCE ALSO SERVES AS THE PRESIDENT/CEO OF INDIANA PHILANTHROPY ALLIANCE FOUNDATION. SELECTION, COMPENSATION AND REVIEW OF THE CEO AND ANY OTHER PERSONNEL IS GOVERNED BY THE POLICIES OF INDIANA PHILANTHROPY ALLIANCE. ALLIANCE PERSONNEL POLICY: 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 FOUNDATION WILL PROVIDE COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST AND ON THE ALLIANCE'S WEBSITE. INDIANA PHILANTHROPY ALLIANCE INC 32 E WASHINGTON ST 1100 INDIANAPOLIS IN 46204 351835134 MEMBERSHIP IN C3 7 N/A false false false false false false false false false false false false false false true true true false true false