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INDIANA FINANCIAL SERVICES ASSOCIATION INC: Form 990EZ, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
INDIANA FINANCIAL SERVICES ASSOCIATION INC (EIN 46-1002472)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-12
IRS object ID
202642249349201204
Schema version
2025v4.2
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)
Return2026-08-12T09:23:41-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363168081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIKICH LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18555 N RIVER RD 300AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461002472EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA FINANCIAL SERVICESBusinessNameLine1Txt
Business Name Line2ASSOCIATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINDIBusinessNameControlTxt
Phone3179975620PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE INDIANA SQUARE SUITE 2800AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRETT ASHTONPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3179975620PhoneNum
Signature2026-08-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMANDA WHITEPreparerPersonNm
PTINP01790293PTIN
Phone3178424466PhoneNum
Preparation2026-08-06PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressINDIANAFSA.ORGWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$96,914GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Membership Dues$96,914MembershipDuesAmt
Total Revenue$96,914TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$90,299FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$1,856OtherExpensesTotalAmt
Total Expenses$92,155TotalExpensesAmt
Excess Or Deficit For Year$4,759ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$109,125NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$113,884NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$109,125BOYAmt
EOY$113,884EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$109,125BOYAmt
EOY$113,884EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$109,125BOYAmt
EOY$113,884EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposePROMOTING THE COMMON INTERESTS, OPPORTUNITES, AND GROWTH OF ENTITIES AND ORGANIZATIONS WHO PROVIDE FINANCIAL SERVICES THROUGHOUT THE STATE OF INDIANA AND TO PROVIDE EDUCATION, RESEARCH, PUBLIC RELATIONS, DIRECT COMMUNICATION WITH REGULATORS AND LEGISLATORS CONCERNING THE FINANCIAL SERVICES INDUSTRY FOR THE BENEFIT OF ITS MEMBERS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomPROMOTING THE COMMON INTERESTS, OPPORTUNITES, AND GROWTH OF ENTITIES AND ORGANIZATIONS WHO PROVIDE FINANCIAL SERVICES THROUGHOUT THE STATE OF INDIANA AND TO PROVIDE EDUCATION, RESEARCH, PUBLIC RELATIONS, DIRECT COMMUNICATION WITH REGULATORS AND LEGISLATORS CONCERNING THE FINANCIAL SERVICES INDUSTRY FOR THE BENEFIT OF ITS MEMBERS.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$0ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALLEN GRIFFITH
BOARD MEMBER0.50$0$0$0
DAVID KORN
VICE PRESIDENT0.50$0$0$0
ELIZABETH HAMMOND
BOARD MEMBER0.50$0$0$0
JEFF TINNEY
BOARD MEMBER0.50$0$0$0
NATHAN ALLEN
BOARD MEMBER0.50$0$0$0
RYAN BLACK
PRESIDENT1.00$0$0$0
BRETT ASHTON
EXECUTIVE DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRETT ASHTONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE INDIANA SQUARE SUITE 2700AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Phone3172386291PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Political Campaign Acty0PoliticalCampaignActyInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd
Dues Assessments$96,914DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$46,078NonDeductibleLbbyngPltclCYAmt
Non Deductible Lbbyng Pltcl Tot$46,078NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$48,457AggregateReportedDuesNtcAmt
Taxable-$2,379TaxableAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: LICENSING FEES. AMOUNT: 1,856.
FORM 990-EZ, PART IVTHE EXECUTIVE DIRECTOR IS NOT DIRECTLY COMPENSATED BY INDIANA FINANCIAL SERVICES ASSOCIATION, INC. (IFSA). IFSA OUTSOURCES IS OPERATIONS TO KRIEG DEVAULT, LLP (KD). KD PROVIDES GENERAL ASSOCIATION MANAGEMENT, AS WELL AS LOBBYING AND REPRESENTATIONS BEFORE REGULATORY AGENCIES AS NEEDED. MANAGEMENT SERVICES PROVIDED BY KD INCLUDE PROVIDING ACCOUNTING SERVICES, EXECUTIVE DIRECTOR FEES, PAYING AUDIT FEES, AND PROVIDING SPACE TO HAVE THE ANNUAL BOARD MEETING.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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