2024-06-26T14:22:04-05:00 2023-12-31 273858252 DEAN DORTON ALLEN FORD PLLC 5975 CASTLE CREEK PARKWAY N DR STE 400 INDIANAPOLIS IN 46250 990 2023-01-01 237130850 INDIANA SOCIETY OF ASSOCIATION EXECUTIVES INC INDI 3173284421 3502 WOODVIEW TRACE 300 INDIANAPOLIS IN 46268 GRANT CARPENTER EXECUTIVE DIRECTOR 3173284421 2024-05-07 1 GRANT CARPENTER 999009999 0 MICHELLE SINER P00050193 3174690169 2024-05-07 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z GRANT CARPENTER 3502 WOODVIEW TRACE 300 INDIANAPOLIS IN 46268 204715 0 X WWW.ISAE.ORG X 1989 IN SUPPORTS AND STRENGTHENS THE SUCCESS OF ASSOCIATION PROFESSIONALS AND THE ASSOCIATIONS THEY SERVE. 14 14 0 60 4917 0 0 0 191988 202376 4388 1872 300 467 196676 204715 0 0 0 0 0 0 0 0 0 243530 241767 243530 241767 -46854 -37052 138329 98101 69391 62418 68938 35683 SUPPORTS AND STRENGTHENS THE SUCCESS OF ASSOCIATION PROFESSIONALS AND THE ASSOCIATIONS THEY SERVE. 0 0 ICON 2023 (ISAE'S ANNUAL CONVENTION) 129 ATTENDEES. THE PURPOSE IS TO PROVIDE A FORUM FOR PROFFESIONAL DEVELOPMENT, EDUCATION AND NETWORKING TO IMPROVE THE MANAGEMENT SKILLS OF THE MEMBERS. STAR AWARDS. 166 ATTENDEES. THE PURPOSE OF THE EVENT IS TO RECOGNIZE ACHIEVEMENTS AMONG THE INDIANA ASSOCIATION COMMUNITY FROM THE YEAR, SHARE SUCCESSES AS LEARNING CASE STUDIES, AND NETWORK WITH PEERS. ISAE STRATEGY ACADEMY. 35 ATTENDEES. THIS PROGRAM SHIFTED BACK TO IN-PERSON AND HAD AN INCREASE IN REVENUE FROM THE YEAR PRIOR. THE EVENT IS A COHORT STYLE EDUCATIONAL EVENT THAT MET QUARTERLY PROVIDING STRATEGIC LEADERSHIP EDUCATION. 0 0 0 1 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 0 0 0 0 0 0 0 0 0 0 1 5 0 0 1 1 0 0 0 0 0 0 0 X 14 14 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X RAYBOURN GROUP 3173284421 3502 WOODVIEW TRACE STE 300 INDIANAPOLIS IN 46268 X JOE SKEEL PRESIDENT 0.25 X X 0 0 0 TARA PUCKEY PRESIDENT ELECT 0.25 X X 0 0 0 STEVE HARTMAN IMMEDIATE PAST PRESIDENT 0.25 X X 0 0 0 CORY MARTIN TREASURER 0.25 X X 0 0 0 MARK MCSWEENEY EXECUTIVE DIR./SECRETARY (AUG-DEC) 10.00 X X 0 0 0 GRANT CARPENTER EXECUTIVE DIR./SECRETARY (AUG-DEC) 60.00 X X 0 0 0 LISA PERIUS DIRECTOR 0.25 X 0 0 0 KRISTEN SPRIGGS DIRECTOR 0.25 X 0 0 0 SARAH KUESTER DIRECTOR 0.25 X 0 0 0 KIM PAUGH DIRECTOR 0.25 X 0 0 0 MARCY MCKINLEY DIRECTOR 0.25 X 0 0 0 JAY DZIWLIK DIRECTOR 0.25 X 0 0 0 ERICA POFF DIRECTOR 0.25 X 0 0 0 MARY WATSON DIRECTOR 0.25 X 0 0 0 0 0 0 0 0 0 0 RAYBOURN GROUP 3502 WOODVIEW TRACE STE 300 INDIANAPOLIS IN 46268 MANAGEMENT 180943 1 MEMBERSHIP DUES & ASSE 541900 81602 81602 CONVENTION 611430 48515 48515 EDUCATION 611430 39013 39013 AWARDS 611710 25629 25629 NEWSLETTER 541800 4917 4917 2700 2700 202376 1872 1872 MISC 611519 467 467 467 204715 197926 4917 1872 180943 8450 519 9221 1078 FOOD AND BEVERAGE 16985 PRINTING/PRODUCTION 9142 BANK AND CREDIT CARD FE 4577 AWARDS 4024 6828 241767 29970 33035 26594 16131 81765 48935 138329 98101 7939 6952 61452 55466 69391 62418 X 68938 35683 68938 35683 138329 98101 -37052 4752 -955 0 X X 1 X 0 0 0 0 1 0 0 X PART X, LINE 2: THE INDIANA SOCIETY OF ASSOCIATION EXECUTIVES, INC. IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF THE ACCOUNTING PRONOUNCEMENT RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION RECOGNIZED NO INTEREST OR PENALTIES IN THE STATEMENTS OF ACTIVITIES FOR EITHER OF THE YEARS ENDED DECEMBER 31, 2023 AND 2022. IF THE SITUATION AROSE IN WHICH THE ORGANIZATION WOULD HAVE INTEREST TO RECOGNIZE, IT WOULD RECOGNIZE THIS AS INTEREST EXPENSE AND PENALTIES WOULD BE RECOGNIZED IN OTHER EXPENSES. CURRENTLY, THE PRIOR THREE YEARS ARE OPEN UNDER FEDERAL AND STATE STATUTES OF LIMITATIONS AND REMAIN SUBJECT TO REVIEW AND CHANGE. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE ORGANIZATION BEEN CONTACTED BY THESE JURISDICTIONS. BASED ON THE EVALUATION OF THE ORGANIZATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAVE BEEN RECORDED FOR EITHER OF THE YEARS ENDED DECEMBER 31, 2023 OR 2022. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION CONTRACTS WITH RAYBOURN GROUP INTERNATIONAL, AN INDEPENDENT CONTRACTOR, TO MANAGE THE BUSINESS AND AFFAIRS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE PROFESSIONALS WHO PROVIDE LEADERSHIP TO INDIANA'S ASSOCIATIONS AND NONPROFITS. THESE ORGANIZATIONS INCLUDE A BROAD VARIETY OF PROFESSIONALS. FORM 990, PART VI, SECTION A, LINE 7A MANNER OF ELECTION AND TERM OF DIRECTORS: (A). ASSOCIATION PROFESSIONALS DIRECTORS SHALL BE ELECTED AT THE ANNUAL MEETING BY A VOTE OF THE VOTING MEMBERS FOR A TERM OF THREE (3) YEARS. THE TERM OF FOUR (4) DIRECTORS SHALL EXPIRE AT THE END OF EACH CALENDAR YEAR. A DIRECTOR MAY NOT BE ELECTED TO MORE THAN TWO (2) CONSECUTIVE THREE-YEAR TERMS OF THE BOARD OF DIRECTORS. (B). ONE ASSOCIATION SUPPLIER DIRECTOR SHALL BE APPOINTED EACH YEAR TO A VOTING POSITION ON THE BOARD BY THE PRESIDENT-ELECT, AND SHALL SERVE A TERM OF TWO (2) YEARS. THE TERM OF ONE ASSOCIATION SUPPLIER DIRECTOR SHALL EXPIRE AT THE END OF EACH CALENDAR YEAR. ASSOCIATION SUPPLIERS ARE NOT ELIGIBLE TO BE ELECTED AS OFFICERS OF THE SOCIETY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS FIRST REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE ASKED TO SIGN THE FORM ANNUALLY. POTENTIAL CONFLICTS ARE PRESENTED TO THE BOARD, AND THE BOARD DETERMINES TO WHAT EXTENT THEY AGREE A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST IS CONFIRMED, THE INDIVIDUAL DIRECTOR WILL REFRAIN FROM VOTING ON THE ISSUE AND WILL BE ASKED TO RECUSE HIM/HERSELF FROM THE DISCUSSION ENTIRELY. FORM 990, PART VI, SECTION C, LINE 19 CONSISTENT WITH THE REQUIREMENTS OF 6104(D) OF THE INTERNAL REVENUE CODE AND THE REGULATIONS THERE UNDER, ELECTRONIC COPIES OF THE ORGANIZATION'S FORM 990 SHALL BE MADE AVAILABLE, UPON REQUEST, IN A TIMELY MANNER, AND WITHOUT CHARGE TO ANY INDIVIDUALS WHO REQUEST IT. PART XII, LINE 2C THE PROCESS DID NOT CHANGE DURING THE TAX YEAR.