2024-04-25T08:14:04-05:00 2023-06-30 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2022-07-01 351854805 PRIVATE ACADEMIC LIBRARY NETWORK OF INDIANA INC PRIV 3177526831 CO IRWIN LIB 4553 CLARENDON RD INDIANAPOLIS IN 46208 KIRSTEN LEONARD EXECUTIVE DIRECTOR 3177216260 2024-04-24 1 KIRSTEN LEONARD 999009999 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2024-04-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PALNI INC KIRSTEN LEONARD 795 WEDGEWOOD LANE CARMEL IN 46033 3057510 0 X WWW.PALNI.ORG X 1992 IN THE LIBRARIES OF THE PRIVATE ACADEMIC LIBRARY NETWORK OF INDIANA (PALNI) COLLABORATE TO ENHANCE THE TEACHING AND LEARNING MISSIONS OF PRIVATE HIGHER EDUCATION IN INDIANA BY OPTIMIZING RESOURCES AND SERVICES WHILE STRENGTHENING LEADERSHIP AND PROFESSIONAL DEVELOPMENT. 24 24 5 24 0 0 393375 372363 954404 975871 266974 352848 0 0 1614753 1701082 0 0 0 0 834367 1097240 0 0 0 619542 759572 1453909 1856812 160844 -155730 6941406 7466640 1099700 1419415 5841706 6047225 THE LIBRARIES OF THE PRIVATE ACADEMIC LIBRARY NETWORK OF INDIANA (PALNI) COLLABORATE TO ENHANCE THE TEACHING AND LEARNING MISSIONS OF PRIVATE HIGHER EDUCATION IN INDIANA BY OPTIMIZING RESOURCES AND SERVICES WHILE STRENGTHENING LEADERSHIP AND PROFESSIONAL DEVELOPMENT. 0 0 1657455 975871 PALNI SHARES LIBRARY SYSTEMS AND EXPERTISE IN AREAS VITAL TO SUPPORTED ORGANIZATIONS INCLUDING A RESOURCE MANAGEMENT SYSTEM, STRATEGIC PLANNING, AFFORDABLE EDUCATION, INSTRUCTIONAL TECHNOLOGY, COLLECTIONS, REFERENCE, INFORMATION FLUENCY, OUTREACH, SCHOLARLY COMMUNICATION, PUBLISHING, AND DATA MANAGEMENT. 1657455 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 47 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X KIRSTEN LEONARD 3177526831 C/O IRWIN LIB 4553 CLARENDON RD INDIANAPOLIS IN 46208 JOSEPH THOMAS PAST CHAIR 3.00 X X 0 0 0 DARLA HAINES SECRETARY 3.00 X X 0 0 0 ROBERT ROETHEMEYER CHAIR ELECT 3.00 X X 0 0 0 DAN KOLB TREASURER 5.00 X X 0 0 0 TONYA FAWCETT CHAIR 3.00 X X 0 0 0 JESSICA TRINOSKEY BOARD MEMBER 1.00 X 0 0 0 MARISA ALBRECHT BOARD MEMBER 1.00 X 0 0 0 JEFF BECK BOARD MEMBER 1.00 X 0 0 0 JAMES BELL BOARD MEMBER 1.00 X 0 0 0 KRISTINA BREWER BOARD MEMBER 1.00 X 0 0 0 AMY BRYANT BOARD MEMBER 1.00 X 0 0 0 BROOKE COX BOARD MEMBER 1.00 X 0 0 0 SHANNON EAVES BOARD MEMBER 1.00 X 0 0 0 FRITZ HARTMAN BOARD MEMBER 1.00 X 0 0 0 KELLY JOYCE BOARD MEMBER 1.00 X 0 0 0 JESSICA MAHONEY BOARD MEMBER 1.00 X 0 0 0 MAUREEN MCMAHAN BOARD MEMBER 1.00 X 0 0 0 JOSH PETRUSA BOARD MEMBER 1.00 X 0 0 0 DENISE PINNICK BOARD MEMBER 1.00 X 0 0 0 MARK ROOT BOARD MEMBER 1.00 X 0 0 0 SCOTT SEAY BOARD MEMBER 1.00 X 0 0 0 KARL STUTZMAN BOARD MEMBER 1.00 X 0 0 0 RUSTY TRYON BOARD MEMBER 1.00 X 0 0 0 NOELLE KELLER BOARD MEMBER 1.00 X 0 0 0 KIRSTEN LEONARD EXECUTIVE DIRECTOR 50.00 X 137579 0 15590 137579 0 15590 1 0 1 0 0 372363 372363 PROGRAM FEES 611710 975871 975871 975871 134790 134790 1574486 1356428 218058 218058 218058 1701082 975871 0 352848 153530 127430 26100 804754 791014 13740 29588 29588 72900 68155 4745 36468 33582 2886 18920 6734 12186 32415 11536 20879 33944 33944 17705 6304 11401 1336 858 478 21413 19762 1651 515411 513137 2274 28659 19347 9312 41030 23832 17198 845 28 817 9117 300 8817 RESEARCH & DEVELOPMENT 34202 2394 31808 MISC EXP 4575 3454 1121 1856812 1657455 199357 0 260972 228043 109447 109134 23740 92563 802941 1262770 72605 51941 5711 3751 2147 1960 5669554 5720229 6941406 7466640 112143 89412 987557 1330003 1099700 1419415 X 5366644 5689248 475062 357977 5841706 6047225 6941406 7466640 -155730 361249 0 X X 0 1 X 1 0 X X 24 ANABAPTIST MENNONITE BIBLICAL SEMINARY 351902148 2 1 0 0 ANDERSON UNIVERSITY 350867954 2 1 0 0 BETHEL COLLEGE 350935587 2 1 0 0 BUTLER UNIVERSITY 350867977 2 1 0 0 CHRISTIAN THEOLOGICAL SEMINARY 351045939 2 1 0 0 CONCORDIA THEOLOGICAL SEMINARY 370673478 2 1 0 0 DEPAUW UNIVERSITY 350869045 2 1 0 0 EARLHAM COLLEGE 350868073 2 1 0 0 FRANKLIN COLLEGE 350868086 2 1 0 0 GOSHEN COLLEGE 352158366 2 1 0 0 GRACE COLLEGE & THEOLOGICAL SEMINARY 350868095 2 1 0 0 HANOVER COLLEGE 350868096 2 1 0 0 HUNTINGTON UNIVERSITY 350868101 2 1 0 0 MANCHESTER UNIVERSITY 350868127 2 1 0 0 MARIAN UNIVERSITY 350868175 2 1 0 0 OAKLAND CITY UNIVERSITY 350869063 2 1 0 0 ST MARY-OF-THE-WOODS 351065063 2 1 0 0 ST MARY'S COLLEGE 350868158 2 1 0 0 ST MEINRAD ARCHABBEY & SCHOOL OF THEOLOGY 350868161 2 1 0 0 TAYLOR UNIVERSITY-UPLAND 350868181 2 1 0 0 TRINE UNIVERSITY 350715530 2 1 0 0 UNIVERSITY OF INDIANAPOLIS 350868107 2 1 0 0 UNIVERSITY OF ST FRANCIS 350886846 2 1 0 0 WABASH COLLEGE 350868202 2 1 0 0 24 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 5A: ANCILLA COLLEGE, EIN 35-6071917, MERGED WITH MARIAN UNIVERSITY, EIN 35-0868175, DURING THE YEAR FREEING UP AN OWNERSHIP OF WHICH SAINT MARY-OF-THE-WOODS, EIN 35-1065063, TOOK. PART I, LINE 12G, COLUMN VI: THE PRIVATE ACADEMIC LIBRARY NETWORK OF INDIANA (PALNI) IS A 501(C)(3) OWNED BY 24 SUPPORTED PRIVATE ACADEMIC INSTITUTIONS. THIS LIBRARY-TO-LIBRARY COLLABORATION STRIVES TO ENHANCE FACULTY TEACHING AND STUDENT LEARNING FOR ACADEMIC SUCCESS. THROUGH THE "POWER OF PALNI," EACH SCHOOL BENEFITS FROM REDUCING THE DUPLICATION OF EFFORTS AND ACHIEVING MORE IN QUALITY, VALUE, AND SUPPORT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5711 3751 1960 1960 X 2028387 361249 361249 1667138 33944 33944 1701082 1822868 0 1822868 33944 33944 1856812 PART X, LINE 2: PALNI IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAWS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY PALNI AND RECOGNIZE A TAX LIABILITY IF PALNI HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY PALNI, AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. AS SUCH, PALNI IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, PALNI IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND SIMILAR STATE RETURNS, WHICH ARE INFORMATIONAL RETURNS ONLY. PALNI IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X X X 0 0 0 0 0 0 0 0 0 KIRSTEN LEONARD EXECUTIVE DIRECTOR 137579 0 0 0 0 0 13794 0 1796 0 153169 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE SIGNIFICANT CHANGES THAT TOOK PLACE IN THE GOVERNING DOCS ARE AS FOLLOWS: IN THE BYLAWS THE REMOVAL OF ANCILLA COLLEGE FROM THE LIST OF SUPPORTED ORGANIZATION WITH IT BEING REPLACED BY SAINT MARY-OF-THE-WOODS. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS PALNI'S MEMBERSHIP ARE MADE UP OF SUPPORTED ORGANIZATIONS. ALL MEMBERS HAVE THE RIGHT TO ELECT MEMBERS AND OFFICERS OF THE GOVERNING BODY. THE MEMBERS ALSO APPROVE SIGNIFICANT DECISIONS SUCH AS ANNUAL BUDGETS, ELECTIONS, DISSOLUTIONS, AND CHANGES TO THE GOVERNING DOCUMENTS. UPON DISSOLUTION OF THE ORGANIZATION, THE NET ASSETS COULD BE TRANSFERED BACK TO THE REMAINING MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THERE IS ONE CLASS OF MEMBERSHIP CONSISTING OF APPOINTEES OF THE SUPPORTED ORGANIZATIONS. THIS CLASS ELECTS MEMBERS OF THE GOVERNING BOARD ANNUALLY. ALL MEMBERS HAVE ONE VOTE. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS SUBJECT TO APPROVAL OF MEMBERS: THERE IS ONE CLASS OF MEMBERS WHO HAVE THE RIGHT TO APPOVE DECISIONS BY THE GOVERNING BOARD CONSISTING OF THE SUPPORTED ORGANIZATIONS. THIS CLASS OF MEMBERS MAKES DECISIONS SUCH AS ELECTING THE GOVERNING BOARD, APPROVING DISSOLUTION OF THE ORGANIZATION, APPROVING ANY CHANGES TO THE GOVERNING DOCUMENTS, AND APPROVING THE OPERATING BUDGET OF THE ORGANIZATION. ALL MEMBERS HAVE ONE VOTE. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY WAS PROVIDED BY ELECTRONIC FORM TO THE TREASURER AND THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE HAS BEEN GRANTED AUTHORITY BY THE GOVERNING BOARD TO REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING. AFTER THE TREASURER AND THE EXECUTIVE COMMITTE HAVE REVIEWED THE FORM 990 THE RETURN IS SIGNED AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PALNI REVIEWS THEIR CONFLICT OF INTEREST POLICY ANNUALLY AND ALL MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS. IF CONFLICT ARISES THE APPROPRIATE CHAIR MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED ARRANGEMENT OR TRANSACTION. IF A MORE ADVANTAGOUS TRANSACTION IS NOT ATTAINABLE THE COMMITTEE MUST DETERMINE IF THE TRANSACTION OR ARRANGEMENT IS IN PALNI'S BEST INTEREST AND FOR ITS OWN BENEFIT. THE PERSON WITH THE CONFLICT MAY NOT BE PRESENT OR PARTICIPATE IN THE VOTE. FORM 990, PART VI, SECTION B, LINE 15A PALNI ANNUALLY REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE REVIEW IS CONDUCTED BY PALNI'S EXECUTIVE COMMITTEE BY REVIEWING PERFORMANCE AND EVENTS THROUGH OUT THE YEAR. A SALARY REVIEW OF SIMILAR OR LIKE ORGANIZATIONS IS INCLUDED IN THE EXECUTIVE COMPENSATION REVIEW. AFTER THE REVIEW PROCESS, ANY CHANGES IN COMPENSATION IS RECOMMENDED AND IS AVAILABLE FOR THE ENTIRE EXECUTIVE COMMITTEE FOR THEIR APPROVAL. ONCE APPROVED THE DECISION IS DOCUMENTED IN MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 FORMS 1023 AND 990 AS WELL AS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST.