2013-05-13T15:01:14-05:00 2012-12-31 351489521 GREENWALT CPAS INC 5342 W VERMONT STREET INDIANAPOLIS IN 46224 990 2012-01-01 352054817 STANLEY K LACY LEADERSHIP ASSOCIATION INC STAN 3176316542 615 N ALABAMA STREET NO 119 INDIANAPOLIS IN 46204 MATT CARTER 3176316542 2013-05-13 1 AMANDA MEKO CPA P01062615 3172412999 2012 2016-02-24 21:20:13Z LACY LEADERSHIP ASSOCIATION MATT CARTER 615 N ALABAMA STREET NO 119 INDIANAPOLIS IN 46204 437082 0 X WWW.LACYLEADERSHIP.ORG X 1998 IN 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 21 21 1 96 0 0 273473 226122 101300 109013 11629 27687 -1005 2401 385397 365223 41400 18450 0 0 119720 146320 0 0 20801 142805 96187 303925 260957 81472 104266 398288 522698 51108 16521 347180 506177 X 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 0 0 65638 11400 45000 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. 55102 7050 46750 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. 21329 9223 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. 25418 8040 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. 25418 8040 167487 1 1 0 0 0 0 0 0 0 0 0 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 8 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X RUTH PURCELL-JONES 3176316542 615 N ALABAMA STREET 119 INDIANAPOLIS IN 46204 GREG FENNIG 1.00 X X 0 0 0 M TRAVIS DINICOLA 1.00 X X 0 0 0 BILL HARRIS 1.00 X X 0 0 0 RICHARD MILES 1.00 X X 0 0 0 CHRISTINE WOODWARD-DUNCAN 1.00 X X 0 0 0 SCOTT BROWN 1.00 X X 0 0 0 MATTHEW CARTER 1.00 X X 0 0 0 NANCY CLIFTON-CRIPE 1.00 X 0 0 0 ELIZABETH GARBER 1.00 X 0 0 0 MARTHA KARATZ 1.00 X 0 0 0 SUSAN MATTHEWS 1.00 X 0 0 0 ANDREA MCGORDON 1.00 X 0 0 0 BRYAN ORANDER 1.00 X 0 0 0 STEVEN OSBORN 1.00 X 0 0 0 KENDRA PATRICK 1.00 X 0 0 0 MARTY CHARLES POSCH 1.00 X 0 0 0 BOB SCHULTZ 1.00 X 0 0 0 CASSIE STOCKAMP 1.00 X 0 0 0 LEE ANN VRIESMAN 1.00 X 0 0 0 JOHN WILLEY 1.00 X 0 0 0 NICHOLE WILSON 1.00 X 0 0 0 RUTH PURCELL-JONES 32.00 X 70830 0 0 70830 0 0 0 0 0 0 0 46738 179384 1740 226122 PARTICIPANT EVENTS 611430 109013 109013 109013 17222 17222 82324 71859 10465 10465 10465 MISCELLANEOUS REVENUE 900099 2401 2401 2401 365223 109013 0 30088 X 18450 18450 70830 35415 31874 3541 68000 61200 3400 3400 2288 2060 114 114 5202 4682 260 260 8304 8304 3117 3117 26700 10175 7357 9168 630 55 575 5749 2367 241 3141 9476 1514 7731 231 2032 1966 66 8624 5512 3028 84 1824 1824 EVENT EXPENSES 20556 19694 862 DIRECTORY 2350 2350 IN-KIND EXPENSES 1740 1740 5085 307 4778 260957 167487 72669 20801 122111 92123 24821 10010 251356 420565 398288 522698 1108 3446 50000 13075 51108 16521 X 347180 448900 57277 347180 506177 398288 522698 104266 9840 44891 0 X X 0 1 X 1 0 X 308562 215488 338934 273473 226122 1362579 308562 215488 338934 273473 226122 1362579 1362579 8014 4279 6700 6621 17222 42836 3805 168 2750 2465 2401 11589 1417004 396492 0.96160 0.77100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 429669 9840 73056 82896 346773 18450 18450 365223 315563 73056 73056 242507 18450 18450 260957 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. 1 SCHOLARSHIPS 31 14450 FMV PARTNER DISCOUNTS 13 4000 FMV PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. 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. OTHER FEES 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. 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.