2024-11-05T15:48:51-06:00 2023-12-31 351178661 BLUE & CO LLC 2670 E 2ND ST BLOOMINGTON IN 47401 990 2023-01-01 237051780 INDIANAPOLIS BAR FOUNDATION INC INDI 3172692000 140 N ILLINOIS STREET INDIANAPOLIS IN 46204 JULIE ARMSTRONG EXECUTIVE DIRECTOR 3172692000 2024-11-05 1 1 KANDY L WISCHMEIER CPA P00118327 8123340200 2024-11-05 2023 2024-10-15 13:58:12Z JULIE ARMSTRONG 140 N ILLINOIS STREET INDIANAPOLIS IN 46204 2480352 0 X WWW.INDYBAR.ORG/ABOUT/BAR-FOUNDATION X 1968 IN TO ADVANCE JUSTICE AND LEAD POSITIVE CHANGE IN INDIANAPOLIS THROUGH PHILANTHROPY, EDUCATION, AND SERVICE. 40 40 0 50 0 0 348462 322979 0 0 49477 368887 5618 -57 403557 691809 129297 140000 0 0 0 0 0 0 98628 147507 180307 276804 320307 126753 371502 2208742 2521887 14419 0 2194323 2521887 TO ADVANCE JUSTICE AND LEAD POSITIVE CHANGE IN INDIANAPOLIS THROUGH PHILANTHROPY, EDUCATION, AND SERVICE. 0 0 140000 140000 0 PROFESSIONAL PROGRAMS DESIGNED TO ENHANCE THE LEGAL PROFESSION THROUGH THE EXCHANGE OF IDEAS AND INCREASE COMMUNITY AWARENESS OF VARIOUS LEGAL FUNCTIONS. 140000 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 40 40 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X X THE ORGANIZATION 3172692000 140 N ILLINOIS STREET INDIANAPOLIS IN 46204 ALEXANDER LIMONTES AT-LARGE 1.00 X 0 0 0 AMBER FINLEY AT-LARGE 1.00 X 0 0 0 ANDREW LEHMANN AT-LARGE 1.00 X 0 0 0 APRIL JAY AT-LARGE 1.00 X 0 0 0 BIANCA BLACK AT-LARGE 1.00 X 0 0 0 BRANDON SKATES AT-LARGE 1.00 X 0 0 0 BREANNA DAVIS AT-LARGE 1.00 X 0 0 0 BRETT THOMAS AT-LARGE 1.00 X 0 0 0 BRYAN BABB AT-LARGE 1.00 X 0 0 0 CAROL JOVEN AT-LARGE 1.00 X 0 0 0 CHARLES SMITH AT-LARGE 1.00 X 0 0 0 D VALERIE LOYA AT-LARGE 1.00 X 0 0 0 ELIZABETH WALKER AT-LARGE 1.00 X 0 0 0 ENRIQUE FLORES AT-LARGE 1.00 X 0 0 0 ERIC MCNAMAR AT-LARGE 1.00 X 0 0 0 ERIC SCHMADEKE AT-LARGE 1.00 X 0 0 0 ERIN WEAVER AT-LARGE 1.00 X 0 0 0 GEORGE PLEWS AT-LARGE 1.00 X 0 0 0 JESSICA MEEK AT-LARGE 1.00 X 0 0 0 JIMMIE MCMILLIAN AT-LARGE 1.00 X 0 0 0 JON FERGUSON AT-LARGE 1.00 X 0 0 0 JUDIE CONLEY AT-LARGE 1.00 X 0 0 0 JULIAN HARRELL AT-LARGE 1.00 X 0 0 0 LAUREN HARPOLD AT-LARGE 1.00 X 0 0 0 LIBBY MOYER AT-LARGE 1.00 X 0 0 0 MELANIE REICHERT AT-LARGE 1.00 X 0 0 0 MICHAEL MCBRIDE AT-LARGE 1.00 X 0 0 0 MICHELE LORBIESKI AT-LARGE 1.00 X 0 0 0 SARAH BAKER AT-LARGE 1.00 X 0 0 0 TERRANCE THARPE AT-LARGE 1.00 X 0 0 0 TIMOTHY KARNS AT-LARGE 1.00 X 0 0 0 BARATH RAMAN DEI MANAGER 1.00 X 0 0 0 DAVID DUNCAN EX OFFICIO - INDYBAR PRESIDENT ELECT 1.00 1.00 X 0 0 0 LEE CHRISTIE EX OFFICIO - INDYBAR 1ST VICE PRESIDENT 1.00 1.00 X 0 0 0 REBECCA GEYER EX OFFICIO - INDYBAR PRESIDENT 1.00 1.00 X 0 0 0 ELISABETH EDWARDS PRESIDENT 1.00 X X 0 0 0 TRAVIS JENSEN PRESIDENT ELECT 1.00 X X 0 0 0 BRIANA CLARK 1ST VICE PRESIDENT 1.00 X X 0 0 0 JOSHUA TIMMONS SECRETARY 1.00 X X 0 0 0 W KENT WININGHAM TREASURER 1.00 X X 0 0 0 JULIE ARMSTRONG EXECUTIVE DIRECTOR 1.00 40.00 X 0 187383 51466 0 187383 51466 0 0 1 0 0 120478 202501 12016 322979 50234 50234 2022854 1704201 318653 318653 318653 84285 120478 84342 -57 -57 691809 0 0 368830 132400 132400 7600 7600 8925 8925 8130 8130 6512 6512 851 213 638 12659 12659 125000 37500 87500 FUNDRAISING - GENERAL 10490 10490 BANK FEES 7425 7425 MISCELLANEOUS EXPENSE 315 315 320307 140000 81679 98628 298704 310370 91372 96291 10597 2000 0 6500 1751825 2070338 56244 36388 2208742 2521887 1000 0 5667 0 7752 0 14419 0 X 1594545 1907988 599778 613899 2194323 2521887 2208742 2521887 371502 -43938 0 X X 0 1 X 1 0 X 459327 262316 271572 422592 322979 1738786 459327 262316 271572 422592 322979 1738786 1738786 177431 265840 99002 49725 50234 642232 58471 13392 105282 72891 84285 334321 2715339 0.64040 0.61230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 197779 2965 200744 203318 -5539 197779 200912 2406 203318 198451 2574 113 200912 196529 3541 1500 119 198451 0.75000 0.21000 0.04000 0 0 0 X 724083 -43938 84342 40404 683679 8130 8130 691809 396519 84342 84342 312177 8130 8130 320307 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION 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 THE FOUNDATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF FOUNDATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 84,342. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 84,342. FALL EVENT 108877 98078 10799 46654 GOLF 55390 22400 32990 22901 4 40496 40496 14787 204763 120478 84285 84342 84342 -57 0 INDIANAPOLIS BAR ASSOCIATION INC 140 N ILLINOIS ST INDIANAPOLIS IN 46204 350412670 501(C)(6) 94000 0 TO FUND VARIOUS PROGRAMS WHICH SERVE THEIR MEMBERS, PROMOTE JUSTICE, AND ENHANCE THE LEGAL YOU YES YOU PROJECT GROUP 2201 E 46TH ST STE 148 INDIANAPOLIS IN 46205 473760453 501(C)(3) 35000 0 TO ENCOURAGE RELATIONSHIPS BETWEEN INCARCERATED FATHERS AND THEIR CHILDREN, CONNECTING THEM WITH THE RESOURCES THEY NEED TO BE SUCCESSFUL PARENTS BOTH INSIDE AND OUTSIDE OF PRISON. 1 1 SCHOLARSHIPS 4 7600 0 0 0 0 0 0 0 0 0 JULIE ARMSTRONG EXECUTIVE DIRECTOR 0 170647 0 12000 0 4736 0 7495 0 43971 0 238849 0 0 FORM 990, PART VI, SECTION A, LINE 2 MR. BRETT THOMAS AND MR. MICHAEL MCBRIDE ARE COLLEAGUES. MS. BRIANA CLARK AND MS. JESSICA MEEK ARE COLLEAGUES. MR. BARATH RAMAN, MR. ERIC MCNAMAR AND MS. MICHELE LORBIESKI ARE COLLEAGUES. FORM 990, PART VI, SECTION B, LINE 11B EACH YEAR THE AUDIT & INVESTMENT COMMITTEE, WHICH IS COMPRISED OF LEADERSHIP AND VOLUNTEERS OF BOTH THE INDIANAPOLIS BAR ASSOCIATION AND INDIANAPOLIS BAR FOUNDATION, TAKES A PRESENTATION FROM THE ACCOUNTING FIRM EMPLOYED TO PREPARE THE FORM 990 UPON COMPLETION. THE FULL REPORT IS REVIEWED AND QUESTIONS ARE POSED. ONCE ALL QUESTIONS HAVE BEEN ANSWERED THE REPORT IS ACCEPTED BY THE AUDIT & INVESTMENT COMMITTEE WHICH INCLUDES THE ASSOCIATION'S TREASURER. THE TREASURER THEN PRESENTS A COPY OF THE FORM 990 TO THE BOARD OF DIRECTORS AT THE BOARD'S NEXT REGULARLY SCHEDULED MEETING. THE FORM 990 IS THEN POSTED ON THE WWW.INDYBAR.ORG WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY. IF A SITUATION BECOMES KNOWN, IT IS REVIEWED AND ADDRESSED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE. FORM 990, PART XII, LINE 2C THE OVERSIGHT PROCESS AND THE SELECTION PROCESS WERE NOT CHANGED DURING THE YEAR. INDIANAPOLIS BAR ASSOCIATION INC 140 N ILLINOIS ST INDIANAPOLIS IN 46204 350412670 TO PROVIDE PROGRAMS TO ENHANCE THE LEGAL PROFESSION IN 501(C)(6) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0