2015-06-10T07:13:32-05:00 2014-12-31 351489521 GREENWALT CPAS INC 5342 W VERMONT STREET INDIANAPOLIS IN 46224 990 2014-01-01 352054817 LEADERSHIP INDIANAPOLIS INC LEAD 3178603670 615 N ALABAMA STREET NO 119 INDIANAPOLIS IN 46204 LINDA KIRBY PRESIDENT AND CEO 3178603675 2015-06-02 1 AMANDA MEKO CPA P01062615 3172412999 2014 2016-02-25 16:41:14Z LINDA L KIRBY 615 N ALABAMA STREET NO 119 INDIANAPOLIS IN 46204 651167 0 X WWW.LEADERSHIPINDIANAPOLIS.COM X 1998 IN TO EDUCATE, INSPIRE AND MOBILIZE COMMUNITY LEADERS TO SERVE AND STRENGTHEN GREATER INDIANAPOLIS. 16 16 6 110 0 0 156664 273382 123828 176126 22302 31422 0 0 302794 480930 11300 13550 0 0 185409 310267 0 0 85536 173139 137175 369848 460992 -67054 19938 503119 504789 27158 23703 475961 481086 X TO EDUCATE, INSPIRE AND MOBILIZE COMMUNITY LEADERS TO SERVE AND STRENGTHEN GREATER INDIANAPOLIS. 0 0 32981 6200 LEAD (LEADERSHIP EDUCATION AND DEVELOPMENT) IS A 5-SESSION PROGRAM THAT HELPS PARTICIPANTS DEVELOP PRACTICAL COMMUNITY LEADERSHIP SKILLS. 47144 6650 0 OPPORTUNITY INDIANAPOLIS (OI) IS A TWO-DAY INTRODUCTION TO THE COMMUNITY AND CIVIC LEADERS WHO ARE ADDRESSING ISSUES AND BUILDING COMMUNITY ASSETS. THIS PROGRAM IS OFFERED TWICE A YEAR. 84490 0 56661 STANLEY K. LACY EXECUTIVE LEADERSHIP SERIES (SKL), WHICH IS GENEROUSLY FUNDED BY THE LACY FOUNDATION, IS DESIGNED TO HELP EMERGING COMMUNITY LEADERS BECOME MORE INFORMED ABOUT THE ISSUES AND NEEDS FACING CENTRAL INDIANA, MORE MOTIVATED TO GET INVOLVED IN ADDRESSING THOSE ISSUES, MORE CONNECTED AND MORE EFFECTIVE IN THEIR SERVICE TO OUR COMMUNITY. 84627 700 119462 LEADERSHIP INDIANAPOLIS OFFERS OPPORTUNITIES FOR OUR ALUMNI TO HEAR FROM COMMUNITY LEADERS ON NEW AND PRESSING ISSUES, EXPERIENCE NEW OR CHANGING COMMUNITY ASSETS, AND TO ENGAGE IN ADDRESSING COMMUNITY ISSUES THEY ARE CONCERNED ABOUT."GET ON BOARD" IS A ONE-STOP-SHOP FOR QUALIFIED, PASSIONATE INDIVIDUALS LOOKING TO INCREASE THEIR CIVIC INVOLVEMENT AT A LEADERSHIP LEVEL. IN ADDITION, IT IS A TURNKEY OPPORTUNITY FOR ORGANIZATIONS WITH BOARD VACANCIES TO INTERACT WITH HUNDREDS OF POTENTIAL BOARD MEMBERS ALL IN A SINGLE EVENING. SINCE ITS INCEPTION TEN YEARS AGO, THIS PREMIER COMMUNITY EVENT HAS INFUSED MORE THAN 2,200 NEW BOARD MEMBERS, COMMITTEE MEMBERS AND VOLUNTEERS INTO THE LOCAL NON-PROFIT COMMUNITY.THE BOARD CHAIR SUMMIT IS AN OPPORTUNITY FOR BOARD LEADERS TO LEARN NEW STRATEGIES, SHARE CHALLENGES AND SUCCESS STORIES, AND TO BEGIN TRANSFORMING THE CENTRAL INDIANA NONPROFIT LANDSCAPE BY ELEVATING THE PERFORMANCE OF THEIR GOVERNANCE TEAM. 84627 700 119462 249242 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 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 0 0 0 0 0 1 9 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 16 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X LINDA L KIRBY PRESIDENT AND CEO 3178603675 615 N ALABAMA STREET 119 INDIANAPOLIS IN 46204 JIM JAY VICE CHAIR 1.00 X X 0 0 0 JOE SMITH BOARD MEMBER 2.00 X 0 0 0 MATT CARTER TREASURER 2.00 X X 0 0 0 SUZANNE GAIDOO SECRETARY 2.00 X X 0 0 0 SHERRIE BOSSUNG BOARD MEMBER 1.00 X 0 0 0 GREG FENNING BOARD MEMBER 1.00 X 0 0 0 BRUCE HETRICK BOARD MEMBER 1.00 X 0 0 0 ABBE HOHMANN BOARD MEMBER 1.00 X 0 0 0 JILL LACY BOARD MEMBER 1.00 X 0 0 0 ROB MACPHERSON BOARD MEMBER 2.00 X 0 0 0 KATHLEEN MCDONALD SIEGMANN BOARD MEMBER 1.00 X 0 0 0 MICHAEL MORIARTY BOARD MEMBER 1.00 X 0 0 0 BETH PERDUE OUTLAND BOARD MEMBER 1.00 X 0 0 0 MARK PALMENTER BOARD MEMBER 1.00 X 0 0 0 RAFAEL SANCHEZ CHAIR 1.00 X X 0 0 0 BOB SHULTZ BOARD MEMBER 1.00 X 0 0 0 LINDA KIRBY PRESIDENT & CEO 55.00 X 90421 0 0 90421 0 0 0 0 0 0 0 47204 226178 5000 273382 PARTICIPANT EVENTS 611430 88910 88910 SKL FUNDS 611430 56661 56661 TUITION 611430 30055 30055 PROGRAM REVENUE 611430 500 500 176126 28702 28702 172957 170237 2720 2720 2720 480930 176126 0 31422 13550 13550 90421 45211 22605 22605 175829 108674 21154 46001 20389 4238 14103 2048 23628 13772 3897 5959 695 695 13261 653 12608 4252 4252 17288 2145 6518 8625 383 161 222 8620 4608 4012 12197 16 12181 408 240 93 75 31327 26147 5042 138 333 333 1841 1841 EVENT EXPENSES 24769 24750 19 LAUNCH COST 10487 10487 MISCELLANEOUS EXPENSES 6314 1077 5152 85 IN-KIND EXPENSES 5000 4000 1000 460992 249242 126214 85536 86619 103262 550 17635 1000 639 694 361 415256 383531 503119 504789 3820 9464 23338 14239 27158 23703 X 436485 408649 39476 72437 475961 481086 503119 504789 19938 -14813 0 X X 0 1 X 1 0 X 338934 273473 226122 156664 273382 1268575 338934 273473 226122 156664 273382 1268575 1268575 6700 6621 17222 21254 28702 80499 2750 2465 2401 7616 1356690 609891 0.93510 0.94990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1000 639 361 361 X 698931 -14813 246364 231551 467380 13550 13550 480930 693806 246364 246364 447442 13550 13550 460992 PART X, LINE 2: LEADERSHIP INDIANAPOLIS IS A NOT-FOR-PROFIT ORGANIZATION, EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE, AND IS NOT CONSIDERED TO BE A PRIVATE FOUNDATION AS DEFINED BY SECTION 509(A) OF THE INTERNAL REVENUE CODE. ACCOUNTING STANDARDS FOR INCOME TAXES PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS. LEADERSHIP INDIANAPOLIS REGULARLY EVALUATES ITS ACTIVITIES TO DETERMINE THAT THEY ARE IN COMPLIANCE WITH ITS TAX-EXEMPT PURPOSE. CURRENTLY, LEADERSHIP INDIANAPOLIS' MANAGEMENT DOES NOT BELIEVE IT IS ENGAGED IN ANY ACTIVITIES THAT WOULD GENERATE UNRELATED BUSINESS INCOME OR CREATE AN UNCERTAIN TAX POSITION. ALL TAX PERIODS PRIOR TO 2011 ARE NO LONGER SUBJECT TO EXAMINATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: DISCOUNTS AND SCHOLARSHIPS 13,550. PART XII, LINE 4B - OTHER ADJUSTMENTS: DISCOUNTS AND SCHOLARSHIPS 13,550. 1 SCHOLARSHIPS 27 7000 FMV PARTNER DISCOUNTS 14 6550 FMV PART I, LINE 2: SCHOLARSHIPS AND PARTNER DISCOUNTS ARE PROVIDED FOR LEAD AND OPPORTUNITY INDIANAPOLIS. SCHOLARSHIPS ARE AWARDED ON A NEED-BASIS; DISCOUNTS ARE PROVIDED IN RETURN FOR COMPANY SPONSORSHIPS. LEADERSHIP INDIANAPOLIS TRACKS AMOUNTS AWARDED AND DISCOUNTED VIA SEPARATE SCHEDULES THAT AGREE TO THE GENERAL LEDGER. FORM 990, PART VI, SECTION A, LINE 2 RAFAEL SANCHEZ, BOARD CHAIR, SERVES ON THE ADVISORY BOARD OF THE ENTITY THAT EMPLOYS GREG FENNIG, BOARD MEMBER. GREG FENNIG, BOARD MEMBER, SERVES ON THE BOARD OF DIRECTORS FOR THE ORGANIZATION THAT EMPLOYS MATT CARTER, BOARD MEMBER. JOE SMITH, BOARD MEMBER, SERVES ON THE BOARD OF DIRECTORS FOR THE ORGANIZATION THAT EMPLOYS ROB MACPHERSON, BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT COPY IS REVIEWED BY THE FINANCE COMMITTEE AND THEN IS PROVIDED TO THE BOARD FOR DISCUSSION BEFORE THE RETURN IS FINALIZED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C ONCE A YEAR THE BOARD AND STAFF FILL OUT A CONFLICT OF INTEREST STATEMENT. BOARD MEMBERS ABSTAIN FROM VOTING IF A CONFLICT ARISES. THE CONFLICT OF INTEREST STATEMENTS ARE MAINTAINED WITH BOARD RECORDS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS (BOD) WILL BE RESPONSIBLE FOR ESTABLISHING THE COMPENSATION FOR THE PRESIDENT. THE BOD OR A COMPENSATION COMMITTEE DESIGNATED BY THE BOD WILL REVIEW COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THIS POLICY IS TO MAINTAIN A REASONABLE COMPENSATION FOR THE PRESIDENT. COMPENSATION DATA OF SIMILAR SIZED ORGANIZATIONS AND SIMILAR POSITIONS WILL BE OBTAINED BY THE BOD EXECUTIVE COMMITTEE. THIS INFORMATION IS STRICTLY CONFIDENTIAL AND WILL BE SHARED ONLY WITH THE BOD. PERSONS WITH A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENTS FOR THE PRESIDENT MUST STATE THE CONFLICT AND EXCUSE THEMSELVES FROM THE DELIBERATIONS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C: LEADERSHIP INDIANAPOLIS INC. UTILIZED THE AUDIT SERVICES OF THE SAME COMPANY FROM THE PREVIOUS YEAR AND ESTABLISHED AN AUDIT COMMITTEE, CHAIRED BY A MEMBER OF THE BOARD OF DIRECTORS. THE AUDIT COMMITTEE AND THE FULL BOARD REVIEWED THE AUDITED STATEMENTS AND APPROVED THEM.