LEADERSHIP INDIANAPOLIS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LEADERSHIP INDIANAPOLIS (EIN 35-2054817)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201311339349303641
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T15:01:14-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351489521 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWALT CPAS INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5342 W VERMONT STREET | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46224 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352054817 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLEY K LACY LEADERSHIP ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STAN | NameControl |
| Phone | 3176316542 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 N ALABAMA STREET NO 119 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATT CARTER | Name |
| Title | TREASURER | Title |
| Phone | 3176316542 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMANDA MEKO CPA | Name |
| PTIN | P01062615 | PTIN |
| Phone | 3172412999 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LACY LEADERSHIP ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MATT CARTER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 N ALABAMA STREET NO 119 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 437082 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LACYLEADERSHIP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | THE LACY LEADERSHIP ASSOCIATION DEVELOPS, ENGAGES AND MOBILIZES CURRENT AND FUTURE LEADERS TO ENCOURAGE PHILANTHROPIC INVOLVEMENT THAT HELPS OUR COMMUNITY THRIVE. LACY LEADERSHIP ASSOCIATION: INSPIRE. LINK. LEAD | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 96 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 273473 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 226122 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 101300 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 109013 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 11629 | InvestmentIncomePriorYear |
| Investment Income Current Year | 27687 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -1005 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2401 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 385397 | TotalRevenuePriorYear |
| Total Revenue Current Year | 365223 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 41400 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 18450 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 119720 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 146320 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 20801 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 142805 | OtherExpensePriorYear |
| Other Expenses Current Year | 96187 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 303925 | TotalExpensesPriorYear |
| Total Expenses Current Year | 260957 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 81472 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 104266 | RevenuesLessExpensesCY |
| Total Assets BOY | 398288 | TotalAssetsBOY |
| Total Assets EOY | 522698 | TotalAssetsEOY |
| Total Liabilities BOY | 51108 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 16521 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 347180 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 506177 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE LACY LEADERSHIP ASSOCIATION DEVELOPS, ENGAGES AND MOBILIZES CURRENT AND FUTURE LEADERS TO ENCOURAGE PHILANTHROPIC INVOLVEMENT THAT HELPS OUR COMMUNITY THRIVE. LACY LEADERSHIP ASSOCIATION: INSPIRE. LINK. LEAD | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 65638 | Expense |
| Grants | 11400 | Grants |
| Revenue | 45000 | Revenue |
| Description | LLA SPONSORS THE "LEADERSHIP EDUCATION AND DEVELOPMENT" (LEAD) PROGRAM WHICH IS A HANDS-ON PROGRAM DESIGNED TO TEACH PRACTICAL LEADERSHIP SKILLS WHILE EXPLORING PERSONAL LEADERSHIP STYLE. THE SIX WEEK PROGRAM FOCUSES ON PRESENTATION, MEETING AND PROBLEM SOLVING SKILLS AS WELL AS VALUES AND VISIONS OF LEADERSHIP. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 55102 | Expense |
| Grants | 7050 | Grants |
| Revenue | 46750 | Revenue |
| Description | LLA SPONSORS THE "OPPORTUNITY INDIANAPOLIS" PROGRAM, A BEHIND-THE-SCENES EXPLORATION OF SIGNIFICANT COMMUNITY ISSUES INCLUDING ECONOMIC DEVELOPMENT, EDUCATION, TOURISM, ARTS AND CULTURE, SPORTS AND MASS TRANSIT. PARTICIPANTS LINK WITH SOME OF THE CITY'S MOST INFLUENTIAL DECISION MAKERS AS WELL AS GAIN A UNIQUE PERSPECTIVE ON THE ISSUES THAT IMPACT INDIANAPOLIS. IN 2012 "OPPORTUNITY INDIANAPOLIS" WAS EXPANDED TO TWO EVENTS, DOUBLING THE NUMBER OF PARTICIPANTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 21329 | Expense |
| Revenue | 9223 | Revenue |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 25418 | Expense |
| Revenue | 8040 | Revenue |
| Description | MEMBER AND GRADUATE PROGRAMS - OPPORTUNITIES ARE PROVIDED FOR CONTINUOUS LEARNING ABOUT THE MOST CRITICAL AND RELEVANT COMMUNITY ISSUES FROM THE LEADERS WHO ARE DRIVING THESE ISSUES FORWARD. PROGRAMS INCLUDE THE MONTHLY SECOND TUESDAY STRAIGHT TALK SERIES, ANNUAL MAYOR'S TOWN HALL, CEO EVENTS AND LEADERSHIP LESSONS FROM INDIANAPOLIS LEADERS.GET ON BOARD - 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 25418 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 8040 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 167487 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH PURCELL-JONES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3176316542 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 N ALABAMA STREET 119 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| GREG FENNIG | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| M TRAVIS DINICOLA | ||||||
| VICE CHAIR & SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| BILL HARRIS | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| RICHARD MILES | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| CHRISTINE WOODWARD-DUNCAN | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| SCOTT BROWN | ||||||
| TREASURER (JAN-APR) | 1.00 | X | X | 0 | 0 | 0 |
| MATTHEW CARTER | ||||||
| TREASURER (MAY-DEC) | 1.00 | X | X | 0 | 0 | 0 |
| NANCY CLIFTON-CRIPE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ELIZABETH GARBER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARTHA KARATZ | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SUSAN MATTHEWS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ANDREA MCGORDON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BRYAN ORANDER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| STEVEN OSBORN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KENDRA PATRICK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARTY CHARLES POSCH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BOB SCHULTZ | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CASSIE STOCKAMP | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LEE ANN VRIESMAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN WILLEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| NICHOLE WILSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RUTH PURCELL-JONES | ||||||
| INTERIM EXECUTIVE DIRECTOR | 32.00 | X | 70830 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 70830 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 46738 | MembershipDues |
| All Other Contributions | 179384 | AllOtherContributions |
| Noncash Contributions | 1740 | NoncashContributions |
| Total Contributions | 226122 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTICIPANT EVENTS | Description |
| Business Code | 611430 | BusinessCode |
| Total Revenue Column | 109013 | TotalRevenueColumn |
| Related Or Exempt Function Income | 109013 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 109013 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17222 | TotalRevenueColumn |
| Exclusion | $17,222 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 82324 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 71859 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10465 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10465 | TotalRevenueColumn |
| Exclusion | $10,465 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2401 | TotalRevenueColumn |
| Exclusion | $2,401 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2401 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 365223 | TotalRevenueColumn |
| Related Or Exempt Function Income | 109013 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $30,088 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18450 | Total |
| Program Services | 18450 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70830 | Total |
| Program Services | 35415 | ProgramServices |
| Management And General | 31874 | ManagementAndGeneral |
| Fundraising | 3541 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68000 | Total |
| Program Services | 61200 | ProgramServices |
| Management And General | 3400 | ManagementAndGeneral |
| Fundraising | 3400 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2288 | Total |
| Program Services | 2060 | ProgramServices |
| Management And General | 114 | ManagementAndGeneral |
| Fundraising | 114 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5202 | Total |
| Program Services | 4682 | ProgramServices |
| Management And General | 260 | ManagementAndGeneral |
| Fundraising | 260 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8304 | Total |
| Management And General | 8304 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3117 | Total |
| Management And General | 3117 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26700 | Total |
| Program Services | 10175 | ProgramServices |
| Management And General | 7357 | ManagementAndGeneral |
| Fundraising | 9168 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 630 | Total |
| Program Services | 55 | ProgramServices |
| Management And General | 575 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5749 | Total |
| Program Services | 2367 | ProgramServices |
| Management And General | 241 | ManagementAndGeneral |
| Fundraising | 3141 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9476 | Total |
| Program Services | 1514 | ProgramServices |
| Management And General | 7731 | ManagementAndGeneral |
| Fundraising | 231 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2032 | Total |
| Program Services | 1966 | ProgramServices |
| Management And General | 66 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8624 | Total |
| Program Services | 5512 | ProgramServices |
| Management And General | 3028 | ManagementAndGeneral |
| Fundraising | 84 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1824 | Total |
| Management And General | 1824 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| EVENT EXPENSES | 20556 | 19694 | 862 |
| DIRECTORY | 2350 | 2350 | |
| IN-KIND EXPENSES | 1740 | 1740 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5085 | Total |
| Program Services | 307 | ProgramServices |
| Management And General | 4778 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260957 | Total |
| Program Services | 167487 | ProgramServices |
| Management And General | 72669 | ManagementAndGeneral |
| Fundraising | 20801 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122111 | BOY |
| EOY | 92123 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24821 | BOY |
| EOY | 10010 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251356 | BOY |
| EOY | 420565 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 398288 | BOY |
| EOY | 522698 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1108 | BOY |
| EOY | 3446 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 13075 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51108 | BOY |
| EOY | 16521 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 347180 | BOY |
| EOY | 448900 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 57277 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 347180 | BOY |
| EOY | 506177 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 398288 | BOY |
| EOY | 522698 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 104266 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 9840 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | 44891 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 308562 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 215488 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 338934 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 273473 | CurrentTaxYearMinus1Year |
| Current Tax Year | 226122 | CurrentTaxYear |
| Total | 1362579 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 308562 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 215488 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 338934 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 273473 | CurrentTaxYearMinus1Year |
| Current Tax Year | 226122 | CurrentTaxYear |
| Total | 1362579 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 1362579 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8014 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4279 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6700 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6621 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17222 | CurrentTaxYear |
| Total | 42836 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3805 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 168 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2750 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2465 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2401 | CurrentTaxYear |
| Total | 11589 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1417004 | TotalSupport |
| Gross Receipts From Admissions Etc | 396492 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.96160 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77100 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 429669 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 9840 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 73056 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 82896 | RevenueNotRptdF990 |
| Revenue Subtotal | 346773 | RevenueSubtotal |
| Other Revenues Not Included | 18450 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 18450 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 365223 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 315563 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 73056 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 73056 | ExpensesNotRptdF990 |
| Expenses Subtotal | 242507 | ExpensesSubtotal |
| Other Expenses Not Included | 18450 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 18450 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 260957 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | LLA 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. LLA REGULARLY EVALUATES ITS ACTIVITIES TO DETERMINE THAT THEY ARE IN COMPLIANCE WITH ITS TAX-EXEMPT PURPOSE. CURRENTLY, LLA'S 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 2009 ARE NO LONGER SUBJECT TO EXAMINATION. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DISCOUNTS AND SCHOLARSHIPS 18,450. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DISCOUNTS AND SCHOLARSHIPS 18,450. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation |
|---|---|---|---|
| SCHOLARSHIPS | 31 | 14450 | FMV |
| PARTNER DISCOUNTS | 13 | 4000 | FMV |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. LLA TRACKS AMOUNTS AWARDED AND DISCOUNTED VIA SEPARATE SCHEDULES THAT AGREE TO THE GENERAL LEDGER. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS ARE ALUMNI OF THE STANLEY K. LACY EXECUTIVE LEADERSHIP SERIES (SKL), LEADERSHIP EDUCATION AND DEVELOPMENT (LEAD), OR OPPORTUNITY INDIANAPOLIS (OI). | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERSHIP APPROVES THE SLATE OF OFFICERS AND DIRECTORS AT THE ANNUAL MEETING. | |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS MUST APPROVE ANY AMENDMENTS TO THE ORGANIZING DOCUMENTS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT COPY IS REVIEWED BY THE FINANCE COMMITTEE AND THEN IS PROVIDED ELECTRONICALLY TO THE BOARD WITH AN INVITATION TO CORRECT ANYTHING OR ASK QUESTIONS 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. THESE ARE THEN READ ALOUD AT A BOARD MEETING TO MAKE ANY CONFLICTS KNOWN. 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 IX, LINE 11G | CONSULTANTS AND SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 10,175. MANAGEMENT AND GENERAL EXPENSES 1,357. FUNDRAISING EXPENSES 9,168. TOTAL EXPENSES 20,700. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,000. | OTHER FEES |
| FORM 990, PART XII, LINE 2C: | LLA'S FINANCE COMMITTEE SELECTED AN INDEPENDENT ACCOUNTANT FROM A PROPOSAL PROCESS. THE FINANCE COMMITTEE ALSO MET WITH THE AUDITORS TO REVIEW FINANCIAL DRAFTS IN DETAIL BEFORE THE DRAFTS WERE APPROVED BY THE BOARD. |
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