INDIANA PHILANTHROPY ALLIANCE INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
INDIANA PHILANTHROPY ALLIANCE INC (EIN 35-1835134)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-15
IRS object ID
201241369349300724
Schema version
2011v1.2
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

FieldValueIRS element (for citing)
Timestamp2012-05-15T08:00:27-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DEHMEL & ASSOCIATES PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12222 CUNNINGHAM RDAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code462243701ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN351835134EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1INDIANA GRANTMAKERS ALLIANCE INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlINDINameControl
Phone3176305200Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line132 E WASHINGTON ST SUITE 1100AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARISSA MANLOVEName
TitlePRESIDENT/CEOTitle
Phone3176305200Phone
Date Signed2012-05-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROBERT GODFREYCPAName
Phone3172482202Phone
Date Prepared2012-05-15DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMARISSA MANLOVE PRESCEONameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line132 EAST WASHINGTON STREET 1100AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2552803GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.INDIANAGRANTMAKERS.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1990YearFormation
State Legal DomicileINStateLegalDomicile
Activity Or Mission DescriptionTHE INDIANA GRANTMAKERS ALLIANCE IS A MEMBERSHIP ORGANIZATION DEDICATED TO ADVANCING PHILANTHROPY IN INDIANA BY PROMOTING LEGAL, ETHICAL, EFFECTIVE AND EFFICIENT GRANTMAKING.ActivityOrMissionDescription
Nbr Voting Members Governing Body16NbrVotingMembersGoverningBody
Nbr Independent Voting Members16NbrIndependentVotingMembers
Total Nbr Employees16TotalNbrEmployees
Total Nbr Volunteers40TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year668475ContributionsGrantsPriorYear
Contributions Grants Current Year543150ContributionsGrantsCurrentYear
Program Service Revenue Prior Year28423ProgramServiceRevenuePriorYear
Program Service Revenue CY16405ProgramServiceRevenueCY
Investment Income Prior Year59897InvestmentIncomePriorYear
Investment Income Current Year63684InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year756795TotalRevenuePriorYear
Total Revenue Current Year623239TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year392495SalariesEtcPriorYear
Salaries Etc Current Year390483SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year360303OtherExpensePriorYear
Other Expenses Current Year280482OtherExpensesCurrentYear
Total Expenses Prior Year752798TotalExpensesPriorYear
Total Expenses Current Year670965TotalExpensesCurrentYear
Revenues Less Expenses Prior Year3997RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-47726RevenuesLessExpensesCY
Total Assets BOY1328526TotalAssetsBOY
Total Assets EOY1232050TotalAssetsEOY
Total Liabilities BOY49316TotalLiabilitiesBOY
Total Liabilities EOY20944TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1279210NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1211106NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE INDIANA GRANTMAKERS ALLIANCE IS A MEMBERSHIP ORGANIZATION DEDICATED TO ADVANCING PHILANTHROPY IN INDIANA BY PROMOTING LEGAL, ETHICAL, EFFECTIVE AND EFFICIENT GRANTMAKING.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangetrueSignificantChange
Expense101940Expense
Revenue39180Revenue
DescriptionEDUCATIONAL PROGRAMS - INDIANA GRANTMAKERS ALLIANCE (IGA) 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 2011 IGA PARTNERED WITH OTHER ORGANIZATIONS TO PRESENT 32 EDUCATIONAL EVENTS, INCLUDING WEBINARS, LUNCH FORUMS, WORKSHOPS, REGIONAL FORUMS, AND TELECONFERENCES. 91% OF IGA'S MEMBER ORGANIZATIONS PARTICIPATED IN AT LEAST ONE EDUCATIONAL PROGRAM, WITH AN AVERAGE EVALUATION RATING OF 4.03 ON A 5.0 SCALE.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense355592Expense
Revenue243650Revenue
DescriptionINDIANA GRANTMAKERS ALLIANCE (IGA) ENCOURAGES AN ORGANIZED AND KNOWLEDGEABLE PHILANTHROPY SECTOR THAT IS ACKNOWLEDGED FOR ITS IMPACT ON KEY ISSUES AFFECTING INDIANA. DURING 2011, IGA HELD 27 NETWORKING/PEER LEARNING MEETINGS, 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. IGA ACHIEVED A 94% MEMBER RETENTION RATE AND RECEIVED AN OVERALL MEMBER SATISFACTION RATING OF 4.52 ON A 5 POINT SCALE.Description
FieldValueIRS element (for citing)
Total Program Service Expense457532TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With109628NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees16NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members16NbrVotingGoverningBodyMembers
Number Independent Voting Members16NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocstrueChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledINStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MARISSA MANLOVE PRESCEOBusinessNameLine1
Business Name Line2INDIANA GRANTMAKERS ALLIANCEBusinessNameLine2
FieldValueIRS element (for citing)
Telephone Number3176305200TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line132 E WASHINGTON ST 1100AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (18 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
K TYRONE SPANN
DIRECTOR1.00X000
BETSY BIKOFF
CHAIR1.00X000X
GARY BAUER
TREASURER1.00X000X
AMBER ROOS
VICE CHAIR1.00X000X
BRAD BUMGARDNER
DIRECTOR1.00X000
HOPE FLORES
DIRECTOR1.00X000
STEVE GILLIAND
DIRECTOR1.00X000
LEE ANN HOY
DIRECTOR1.00X000
DOUG INMAN
EX-OFFICIO1.00X000
KENT W LANUM
DIRECTOR1.00X000
MARK H MILLER
DIRECTOR1.00X000
JEAN VRABEL
DIRECTOR1.00X000
VERNE P SEEHAUSEN CPA
DIRECTOR1.00X000
PAM VELO
DIRECTOR1.00X000
MARILEE J SPRINGER
DIRECTOR1.00X000
SUZANNE LIGHT
SECRETARY1.00X000X
RICHARD A HADDAD
DIRECTOR1.00X000
MARISSA MANLOVE
PRESIDENT/CE34.00817493503525008X
FieldValueIRS element (for citing)
Total Reportable Comp From Org81749TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs35035TotalReportableCompFrmRltdOrgs
Total Other Compensation25008TotalOtherCompensation
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Membership Dues243650MembershipDues
All Other Contributions299500AllOtherContributions
Total Contributions543150TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionPROGRAM REVENUEDescription
Business Code900099BusinessCode
Total Revenue Column16405TotalRevenueColumn
Related Or Exempt Function Income16405RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue16405TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column63225TotalRevenueColumn
Exclusion$63,225ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities1930023Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities1929564Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities459Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column459TotalRevenueColumn
Related Or Exempt Function Income459RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column623239TotalRevenueColumn
Related Or Exempt Function Income16864RelatedOrExemptFunctionIncome
Exclusion$63,225ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total81749Total
Program Services63764ProgramServices
Management And General17985ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total213324Total
Program Services166894ProgramServices
Management And General46430ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total28807Total
Program Services22681ProgramServices
Management And General6126ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total44870Total
Program Services37010ProgramServices
Management And General7860ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total21733Total
Program Services17559ProgramServices
Management And General4174ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total35317Total
Management And General35317ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total10066Total
Program Services7123ProgramServices
Management And General2943ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total36201Total
Program Services19655ProgramServices
Management And General16546ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total13146Total
Management And General13146ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total55333Total
Program Services42027ProgramServices
Management And General13306ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total14664Total
Program Services8065ProgramServices
Management And General6599ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total59163Total
Program Services59163ProgramServices

Interest Interest

FieldValueIRS element (for citing)
Total22958Total
Management And General22958ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total4272Total
Management And General4272ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total4654Total
Management And General4654ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
DUES AND MEMBERSHIPS67996799
LOCAL STAFF & BOARD EXP67926792
DUES & MEMBERSHIPS GEN55635563
LOCAL STAFF & BOARD EXP G55545554

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total670965Total
Program Services457532ProgramServices
Management And General213433ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY7762BOY
EOY25832EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY2330BOY
EOY70471EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY872593BOY
EOY694109EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY16672BOY
EOY14240EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis147410LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec127117LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY8605BOY
EOY20293EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY401530BOY
EOY395327EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY19034BOY
EOY11778EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1328526BOY
EOY1232050EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY36256BOY
EOY8444EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY13060BOY
EOY12500EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY49316BOY
EOY20944EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY889174BOY
EOY897105EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY390036BOY
EOY314001EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1279210BOY
EOY1211106EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1328526BOY
EOY1232050EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-47726ReconcilationRevenueExpenses
Reconcilation Other Changes-20378ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years679915CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years668477CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years610250CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year668475CurrentTaxYearMinus1Year
Current Tax Year543150CurrentTaxYear
Total3170267Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years679915CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years668477CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years610250CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year668475CurrentTaxYearMinus1Year
Current Tax Year543150CurrentTaxYear
Total3170267Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total1503132AmountsSubstContributorsTotal
Public Support Total1701667135PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years102785CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years85894CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years71174CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year78336CurrentTaxYearMinus1Year
Current Tax Year63225CurrentTaxYear
Total401414Total
FieldValueIRS element (for citing)
Total Support3571681TotalSupport
Gross Receipts From Admissions Etc210963GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.46680PublicSupportPertcentage170
Public Support Pertcent Prior Year0.45280PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form4720 Filed4955 TaxfalseForm4720Filed4955Tax
Correction MadefalseCorrectionMade
Form1120 Pol FiledfalseForm1120PolFiled
Form4720 FiledfalseForm4720Filed
VolunteerstrueVolunteers
Paid Staff Or ManagementtruePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MemberstrueMailingsMembers
Publications Or BroadcasttruePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorstrueDirectContactLegislators
Direct Contact Legislators$21,490DirectContactLegislatorsAmount
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiesfalseOtherActivities
Total Lobbying Expenditures IIB21490TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3
Form4720 Filed4912 TaxfalseForm4720Filed4912Tax
Substantially All Dues NondeductfalseSubstantiallyAllDuesNondeduct
Only In House LobbyingfalseOnlyInHouseLobbying
Agree To Carryover Prior YearfalseAgreeToCarryoverPriorYear

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
Return ReferenceSCHEDULE C, PART II-B, LINE 1ReturnReference
ExplanationTHE ALLIANCE ARRANGED TWO LOBBYING 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. "INDIANA FOTH", (FOUNDATIONS OUT IN THE HALLWAYS) 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.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Orgs Legal ControlfalseDisclosedOrgsLegalControl
Disclosed For Charitable PurposesfalseDisclosedForCharitablePurposes
Written Policy MonitoringfalseWrittenPolicyMonitoring
Sect170h Requirements SatisfiedfalseSect170hRequirementsSatisfied
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FSfalseIncludedOnFS
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis147410OtherCostOrOtherBasis
Depreciation127117Depreciation
Book Value20293BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings20293TotalOfBookValueLandBuildings
Total Revenue623239TotalRevenue
Total Expenses670965TotalExpenses
Excess Or Deficit For Year-47726ExcessOrDeficitForYear
Net Unrealized GL On Investments20378NetUnrealizedGLOnInvestments
Total Adjustments20378TotalAdjustments
Excess Or Deficit Per FS-27348ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt643617TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments20378NetUnrealizedGainsInvestments
Revenue Not Rptd F99020378RevenueNotRptdF990
Revenue Subtotal623239RevenueSubtotal
Total Revenue Per Form990623239TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt670965TotExpensesEtcAuditedFinclStmt
Expenses Subtotal670965ExpensesSubtotal
Total Expenses Per Form990670965TotalExpensesPerForm990

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITSFORM 990, PAGE 1, PART I, LINE 6VOLUNTEERS INCLUDE THE ALLIANCE BOARD OF DIRECTORS AND ALL COMMITTEE MEMBERS.
ANY SIGNIFICANT CHANGES IN CONDUCT FOR PROGRAM SERVICESFORM 990, PAGE 2, PART III, LINE 3INDIANA GRANTMAKERS ALLIANCE FORMERLY REPORTED THE BIENNIAL MEMBERSHIP DIRECTORY RESOURCE AS A SEPARATE PROGRAM, HOWEVER, THE ALLIANCE NO LONGER PRODUCES A PRINTED DIRECTORY. THIS INFORMATION RESOURCE IS NOW AVAILABLE TO MEMBERS ELECTRONICALLY AND DOES NOT REQUIRE SIGNIFICANT DIRECT PROGRAM COSTS.
ADDITIONAL INFORMATIONFORM 990, PART VLINE 1 AND 2, FORMS 1096 AND W-3 THE INDIANA GRANTMAKERS ALLIANCE, INC. 35-1835134 SHARES CONTRACT SERVICES AND EMPLOYEES WITH INDIANA GRANTMAKERS ALLIANCE FOUNDATION, INC. 35-1868240. ALL SUCH REPORTING WAS DONE ON A COMMON PAYMASTER BASIS BY THE INDIANA GRANTMAKERS ALLIANCE, INC. EIN 35-1835134: FORM 1096 EIN 35-1835134 28 FORMS OF WHICH 10 WERE ALLIANCE CONTRACTS FORM W-3 EIN 35-1835134 16 FORMS OF WHICH 7 WERE ALLIANCE EMPLOYEES
SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTSFORM 990, PAGE 6, PART VI, LINE 4THE INDIANA GRANTMAKERS ALLIANCE BY-LAWS WERE AMENDED AND RESTATED EFFECTIVE SEPTEMBER 9, 2011 WHERE ARTICLE III, SECTION 4 WAS AMENDED TO REFLECT CHANGES IN BOARD MEMBER TERMS AND LIMITS TO HELP FOSTER FUTURE BOARD LEADERSHIP. ARTICLE III, BOARD OF DIRECTORS SECTION 4, TERM EACH DIRECTOR ELECTED OR RE-ELECTED SHALL SERVE FOR A TERM OF THREE (3) YEARS. EACH DIRECTOR MAY SERVE A MAXIMUM OF TWO CONSECUTIVE FULL TERMS, PROVIDED, HOWEVER, THAT IN THE EVENT A DIRECTOR IS SERVING OR ELECTED TO SERVE AS AN OFFICER DURING THE YEAR THAT HIS/HER DIRECTOR TERM EXPIRES, THE DIRECTOR'S TERM SHALL BE EXTENDED FOR AS LONG AS HE/SHE IS SERVING AS AN OFFICER.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11BIN KEEPING WITH INDIANA GRANTMAKERS 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 IGA BOARD CHAIR AND BOARD TREASURER (OR IN EITHER ONE'S ABSENCE ANOTHER MEMBER OF THE IGA EXECUTIVE COMMITTEE) PRIOR TO SUBMISSION. THE FULL BOARD SHALL RECEIVE A COPY OF THE IRS FORM 990 (AND OTHER REQUIRED FILINGS) UPON SUBMISSION.
ENFORCEMENT OF CONFLICTS POLICYFORM 990, PAGE 6, PART VI, LINE 12CTHE INDIANA GRANTMAKERS ALLIANCE, INC. CONFLICT OF INTEREST POLICY COVERS ALL INDIANA GRANTMAKERS 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.
COMPENSATION PROCESS FOR TOP OFFICIALFORM 990, PAGE 6, PART VI, LINE 15ATHE PRESIDENT/CEO IS SELECTED BY THE INDIANA GRANTMAKERS 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.
COMPENSATION PROCESS FOR OFFICERSFORM 990, PAGE 6, PART VI, LINE 15BTHE STAFF OPERATIONS OF INDIANA GRANTMAKERS ALLIANCE ARE THE RESPONSIBILITY OF THE PRESIDENT/CEO. THE INDIANA GRANTMAKERS 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.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19CURRENTLY THE ALLIANCE WILL PROVIDE COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST, AND ON THE ALLIANCE WEBSITE.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1IN GRANTMAKERS ALLIANCE FOUNDATIONBusinessNameLine1
Business Name Line2FOUNDATION INCBusinessNameLine2

Address US AddressUS

FieldValueIRS element (for citing)
Address Line132 E WASHINGTON ST 1100AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
EIN351868240EIN
Primary ActivitiesSUPPORTINGPrimaryActivities
Legal Domicile StateINLegalDomicileState
Exempt Code Section(C)(3)ExemptCodeSection
Public Charity Status7PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1FILING ENTBusinessNameLine1
FieldValueIRS element (for citing)
Controlled OrgfalseControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1IN GRANTMAKERS ALLIANCE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypePTransactionType
Amount Involved241400AmountInvolved
Method Of Amt DeterminationCOSTMethodOfAmtDetermination

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