2024-11-05T09:41:16-06:00 2024-06-30 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2023-07-01 350411770 INDIANA FISCAL POLICY INSTITUTE INC INDI 3175143184 601 SOUTH MERIDIAN STREET 1E INDIANAPOLIS IN 46225 STEPHANIE WELLS PRESIDENT 3175143184 2024-10-09 1 1 CORY SCHUNEMANN CPA P01866583 3178488920 2024-10-09 2023 2024-10-15 13:58:12Z STEPHANIE WELLS 601 SOUTH MERIDIAN STREET 1E INDIANAPOLIS IN 46225 157725 0 X WWW.INDIANAFISCAL.ORG X 1987 IN TO ENHANCE THE EFFECTIVENESS AND ACCOUNTABILITY OF STATE AND LOCAL GOVERNMENT THROUGH EDUCATION OF: PUBLIC SECTOR, BUSINESS AND LABOR LEADERS ON SIGNIFICANT FISCAL POLICY ISSUES AND THE CONSEQUENCES OF STATE AND LOCAL DECISIONS. 26 26 0 26 0 0 101160 117075 2170 40645 4 5 0 0 103334 157725 0 0 0 0 58000 113245 0 0 2579 34910 75498 92910 188743 10424 -31018 45727 10226 5108 625 40619 9601 X TO ENHANCE THE EFFECTIVENESS AND ACCOUNTABILITY OF STATE AND LOCAL GOVERNMENT THROUGH EDUCATION OF: PUBLIC SECTOR, BUSINESS AND LABOR LEADERS ON SIGNIFICANT FISCAL POLICY ISSUES AND THE CONSEQUENCES OF STATE AND LOCAL DECISIONS. 0 0 165261 40645 THE INDIANA FISCAL POLICY INSTITUTE (IFPI) IS INDIANA'S ONLY INDEPENDENT, STATEWIDE SOURCE OF ONGOING RESEARCH AND ANALYSIS INTO STATE AND LOCAL TAXING AND SPENDING POLICIES. THE IFPI IS PRIVATELY SUPPORTED BY A VARIETY OF ORGANIZATIONS, BUSINESSES, ASSOCIATIONS, AND INDIVIDUALS IN INDIANA AND SURROUNDING STATES. IFPI'S MISSION IS TO ENHANCE THE EFFECTIVENESS AND ACCOUNTABILITY OF STATE AND LOCAL GOVERNMENT THROUGH THE EDUCATION OF POLICYMAKERS, THE PRIVATE SECTOR AND PUBLIC-AT-LARGE ON CRITICAL FISCAL ISSUES AND THE LONGER-TERM CONSEQUENCES OF POLICIES ADDRESSING THEM. IFPI DOES NOT LOBBY, SUPPORT, OR OPPOSE CANDIDATES FOR PUBLIC OFFICE, INSTEAD RELYING ON OBJECTIVE RESEARCH FOR ASSESSING AND INFLUENCING SOUND FISCAL STRATEGIES.IFPI HAS ADVANCED THIS MISSION BY PROVIDING ONGOING ANALYSIS AND COMMENTARY ON THE FISCAL IMPACT AND IMPLICATIONS OF DEVELOPMENTS AT THE INDIANA GENERAL ASSEMBLY, COMMUNICATING DIRECTLY WITH ITS PARTNERS, STAKEHOLDERS AND ELECTED OFFICIALS, AS WELL AS WORKING THROUGH THE MEDIA (PROVIDING INTERVIEWS, SUBMITTING COMMENTARIES AND OBSERVATIONS ON ISSUES OF NOTE), AND GIVING PRESENTATIONS TO BUSINESS, CIVIC AND ECONOMIC DEVELOPMENT GROUPS ACROSS THE STATE OF INDIANA. 165261 1 1 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 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X THE ORGANIZATION 3175143184 601 SOUTH MERIDIAN STREET 1E INDIANAPOLIS IN 46225 DAVID BOTTORFF CHAIR 1.00 X X 0 0 0 SUSAN BROCK WILLIAMS TREASURER 1.00 X X 0 0 0 MARK FISHER VICE CHAIR 1.00 X X 0 0 0 ANDREW MILLER IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 TORY CASTOR SECRETARY 1.00 X X 0 0 0 TONY HAHN BOARD MEMBER 1.00 X 0 0 0 ALECIA NAFZIGER BOARD MEMBER 1.00 X 0 0 0 MIKE ROEDER BOARD MEMBER 1.00 X 0 0 0 MATTHEW GRELLER BOARD MEMBER 1.00 X 0 0 0 KATRINA HALL BOARD MEMBER 1.00 X 0 0 0 COURTNEY ARANGO BOARD MEMBER 1.00 X 0 0 0 JOE LOFTUS BOARD MEMBER 1.00 X 0 0 0 LAURA BROWN BOARD MEMBER 1.00 X 0 0 0 DOMINICK CHASE BOARD MEMBER 1.00 X 0 0 0 BENNETT FUSON BOARD MEMBER 1.00 X 0 0 0 JOHN HAMMOND III BOARD MEMBER 1.00 X 0 0 0 ZACH SMITH HOWARD BOARD MEMBER 1.00 X 0 0 0 CHRIS PRYOR BOARD MEMBER 1.00 X 0 0 0 DANIELLE MCGRATH BOARD MEMBER 1.00 X 0 0 0 DIANN MCKEE BOARD MEMBER 1.00 X 0 0 0 MARK RICHARDS BOARD MEMBER 1.00 X 0 0 0 ROB HENDERSON BOARD MEMBER 1.00 X 0 0 0 CATHY DUBOIS BOARD MEMBER 1.00 X 0 0 0 GRETCHEN GUTMAN BOARD MEMBER 1.00 X 0 0 0 TAYLOR HUGHES BOARD MEMBER 1.00 X 0 0 0 JUSTIN SUFAN BOARD MEMBER 1.00 X 0 0 0 STEPHANIE WELLS PRESIDENT 40.00 X 98864 0 0 98864 0 0 0 0 0 0 0 82500 34575 117075 ANNUAL MEETING REGISTR 900099 40645 40645 40645 5 5 157725 40645 0 5 112364 101128 11236 881 176 88 617 100 100 8077 8077 5000 5000 1871 187 1029 655 209 23 186 1367 273 137 957 58313 58313 DUES & SUBSCRIPTIONS 500 100 50 350 OTHER EXP 61 61 188743 165261 20903 2579 31690 6166 9037 4060 5000 0 2028 2028 0 0 45727 10226 108 625 5000 0 5108 625 X 40619 9601 40619 9601 45727 10226 -31018 0 X 1 X 0 0 0 X 85160 40860 65860 101160 117075 410115 85160 40860 65860 101160 117075 410115 128076 282039 21 11 6 4 5 47 410162 70815 0.68760 0.63410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2028 2028 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE ORGANIZATION IS GOVERNED BY THE AMENDED ARTICLES OF INCORPORATION. THERE SHALL BE TWO CLASSES OF MEMBERS OF THE CORPORATION: MEMBERS AND DIRECTOR-MEMBERS. ANY MEMBER OF THE CORPORATION SHALL CONTINUE IN THE MEMBERSHIP SO LONG AS IT MEETS THE MEMBERSHIP CRITERIA PRESCRIBED BY THE CORPORATION'S ARTICLES OF INCORPORATION AND BY-LAWS. MEMBERS OF THE CORPORATION MAY BE ANY INDIVIDUAL AND ANY ORGANIZATION INTERESTED IN THE PURPOSES OF THE CORPORATION THAT SHALL SATISFY MEMBERSHIP REQUIREMENTS. MEMBERSHIP FEES SHALL BE DETERMINED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A WHEN VACANCY OCCURS ON THE BOARD OF DIRECTORS AS A RESULT OF THE EXPIRATION OF A DIRECTOR'S TERM, EACH MEMBER MAY NOMINATE ANY INDIVIDUAL MEMBER OR THE REPRESENTATIVE OF AN ORGANIZATION MEMBER TO FILL SUCH VACANY. ALL NOMINATIONS SHALL BE PRESENTED TO THE SECRETARY OF THE CORPORATION. DIRECTORS WILL BE ELECTED AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE REVIEW OF FORM 990. A COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BY E-MAIL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS MONITORED BY ANNUALLY DISCLOSING POTENTIAL CONFLICTS OF INTEREST. WHEN CONFLICTS EXIST, THE INDIVIDUAL MAY PARTICIPATE IN THE INFORMATION GATHERING STAGE OF DISCUSSIONS, BUT SHALL RETIRE FROM THE ROOM AND NOT PARTICIPATE IN THE FINAL DELIBERATIONS OR DECISIONS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE IS AUTHORIZED TO DETERMINE THE PRESIDENT'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 AND FORM 1023 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 IS AVAILABLE IN GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.