2024-11-08T13:04:10+00:00 2023-12-31 363990892 Capin Crouse LLP 345 Massachusetts Avenue Suite 300 Indianapolis IN 46204 990 2023-01-01 351835134 Indiana Philanthropy Alliance Inc INDI 3176305200 115 W Washington St Suite 950 Indianapolis IN 46204 Claudia Cummings President/CEO 2024-11-08 true Daren Daiga P01074795 5055022746 2024-11-08 2023 2024-10-15 13:58:12Z Claudia Cummings 115 W Washington St Suite 950 Indianapolis IN 46204 5405286 false X www.inphilanthropy.org X 1990 IN Champion, support and connect members as they transform Indiana through effective philanthropy. 18 18 16 52 0 0 3079050 3243685 330341 247352 107492 160043 8370 3364 3525253 3654444 363442 234749 0 0 1249530 1200492 0 0 0 952564 995680 2565536 2430921 959717 1223523 3615584 5736804 1001440 1807065 2614144 3929739 X Our mission is to champion, support and connect our members as they transform Indiana through effective philanthropy. false false 880506 0 23490 Gift Technical Assistance Program : Supporting Indiana community foundations, this program provides technical assistance, training, and resources to over 90 community foundations and affiliate funds participating in the GIFT (Giving Indiana Funds for Tomorrow) initiative. In 2023, the program's 43 training events encompassed nearly 900 participants serving communities throughout Indiana. There were 136 attendees at three "Boot Camps"-basic training for community foundation and board and staff members-and 409 GIFT technical assistance in-person and virtual consultations ranging in scope, issue area, and complexity. 637479 0 198916 Member Services : Indiana Philanthropy Alliance (IPA) fosters a collaborative and knowledgeable philanthropic sector that is empowered to address society's most pressing challenges. During 2023, IPA held multiple networking/peer gatherings across the state and produced 104 member newsletters that informed and engaged its network. IPA's website was leveraged to amplify the work of philanthropy while recruiting new talent and partners into the sector. IPA also provided technical assistance and web-based access to vetted technical and professional resources. With a 88% membership retention rate in 2023, IPA continues to fortify its commitment to empowering impactful philanthropy in Indiana. Grantmaker Education and Resources : Indiana Philanthropy Alliance (IPA) offers a comprehensive array of quality educational programs designed to fulfill members' professional development needs at a free and affordable price. During 2023, IPA provided 89 grantmaker education programs, Issue Collaborative meetings, and Peer Community convenings to expand its member's horizons and networks. There were 2,055 attendees at IPA programs. In addition to events, IPA's searchable online knowledgebase provides access to a wealth of resources spanning various topics for foundations and corporate philanthropy. Additionally, IPA extends its expertise nationally to philanthropy-serving organizations and foundations through virtual Community Foundation Boot Camps. 309749 234749 0 Community Foundation Internships (CFI) Program: The CFI program provides Indiana community foundations participating in the GIFT initiative access to grant dollars to hire college students attending an Indiana-accredited college or university. The program aims to provide operational support to foundations-expanding their capacity to serve communities. It also gives Indiana students hands-on job training and experiences that enrich their educational and personal development. These young professionals exit the program deeply aware of the important role community foundations and philanthropy serve in improving our quality of life. In 2023, 34 community foundations and affiliates offered 77 college internships. 33436 0 0 Public Policy : In 2023, Indiana Philanthropy Alliance's (IPA) advocacy efforts encompassed monitoring state and federal legislation and delivering timely updates to members through email, e-newsletters, and the IPA website. IPA also engaged in active lobbying with members of the state legislature and Congress on topics related to philanthropy and charitable giving. IPA's policy-related efforts included producing informational materials to educate elected officials about Indiana foundations' pivotal role and impact. From an events perspective, IPA facilitated virtual and in-person meetings to share information about IPA and member foundations and discuss potential public policies affecting philanthropy. 15622 0 28310 The John Mutz Philanthropic Leadership Institute identifies and cultivates visionary philanthropic leaders in Indiana. The cohort-based program provides continuing education training to equip emerging leaders for board and executive positions in foundations and corporations statewide. With each cohort, Indiana Philanthropy Alliance aims to bring fresh perspectives to the existing community, support emerging leaders, and elevate Indiana's philanthropic field. The 2023 class, comprising 23 graduates from 15 Indiana counties, exemplifies IPA's commitment to nurturing transformative leadership that drives positive change in communities across the state. 49058 28310 1876792 true true false true false false false false false true true false true true false false true false false false false false false false false false true false true false false false false false false false false false false false false false true true true false false true X 28 0 true 16 true false false false false false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true false false IN X X Claudia Cummings 3176305200 115 W Washington St Suite 950 Indianapolis IN 46204 Jeff Small Vice Chair 1.0 1.0 X X 0 0 0 Margaret A Spartz Chair 1.0 1.0 X X 0 0 0 Stephanie Overbey Secretary 1.0 1.0 X X 0 0 0 Tim Murphy Treasurer 1.0 1.0 X X 0 0 0 Bill Stanczykiewicz Director 1.0 X 0 0 0 Brienne Hooker Director 1.0 X 0 0 0 Cheryl Taylor Director 1.0 X 0 0 0 Dan Davis Director 1.0 X 0 0 0 Jenna Wachtmann Director 1.0 X 0 0 0 Jill Carpenter Director 1.0 X 0 0 0 Joshua Kornberg Director 1.0 X 0 0 0 Maria Fruth Director 1.0 X 0 0 0 Pamela Ross Director 1.0 X 0 0 0 Rich Haddad Director 1.0 X 0 0 0 Shannon Borden Director 1.0 X 0 0 0 Tami Wenning Director 1.0 X 0 0 0 Thomas Major Jr Director 1.0 X 0 0 0 Tina Peterson Director 1.0 X 0 0 0 Claudia Cummings President/CEO 40.0 1.0 X 181891 0 36918 Amy Haacker VP, Community Foundation Programs 40.0 X 130930 0 27132 312821 0 64050 2 false true false Forvis PO Box 44668 Indianapolis IN 46244 Professional Services 150290 Alisa Winters 354 West Hunt Road Rushville IN 46173 Gift Consultant 109716 2 605675 2248160 389850 3243685 Education & Resources 900099 195552 195552 Mutz Institute 900099 28310 28310 Gift Technical Assist 900099 23490 23490 0 0 0 0 247352 160043 160043 0 0 1750842 1750842 0 0 0 0 3364 3364 0 0 3364 3654444 250716 0 160043 234749 234749 218809 178330 40479 756932 616899 140033 67094 54682 12412 87074 70965 16109 70583 57525 13058 2934 2934 179455 179455 33436 33436 230194 227239 2955 0 54724 41694 13030 80886 66800 14086 118066 97505 20561 18325 18325 147773 102589 45184 4700 3882 818 11532 9524 2008 Moving Expenses 26072 26072 Dues & Subscription 19721 13446 6275 67862 46268 21594 0 2430921 1876792 554129 0 190797 414083 391873 227 25314 34054 0 0 19207 28514 63401 35789 28312 27612 1259515 1397174 888023 3087891 0 812543 747249 3615584 5736804 109004 124837 71852 80760 0 820584 1601468 1001440 1807065 X 1667755 1812605 946389 2117134 2614144 3929739 3615584 5736804 1223523 92072 0 X false true X true false X 751745 1120440 872618 3079050 3243685 9067538 0 0 751745 1120440 872618 3079050 3243685 9067538 1375092 7692446 89362 90748 103249 106737 160043 550139 0 0 6650 9360 8370 3364 27744 9645421 1004542 0.7975 0.7182 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISC INCOME, COLUMN A - , COLUMN B - 6650.0, COLUMN C - 9360.0, COLUMN D - 8370.0, COLUMN E - 3364.0, COLUMN F - 27744.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false true true false true 33436 true false 33436 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY In 2023, Indiana Philanthropy Alliance (IPA) arranged Foundations on the Hill, an in-person gathering located in Washington D.C. aimed at acquainting Federal legislators with IPA, its members, and the work and concerns of the sector. Attended by IPA's vice president of external relations, communications director, and various member foundations, Foundations on the Hill served as a platform for meaningful engagement. Additionally, Legislative Roundtables convened across the state, uniting grantmaking organizations with their state and federal elected officials. The purpose of the meetings was to educate and inform public officials about the role and scope of philanthropy in their community. Through strategic advocacy efforts, IPA enlisted a government relations lobbyist to champion selected legislation that affects the operations of foundations and nonprofit organizations before the Indiana General Assembly 28312 700 27612 35089 35089 0 27612 Certificates of Deposits 3087891 C 3087891 Right-of-use assets 747249 747249 Right-of-use lease liabilities 826468 Due from Related Party 775000 1601468 true Ripley County Community Foundation Inc 13 East George Street Suite B Batesville IN 47006 352048001 501(c)(3) 22199 Intern Program Wabash Valley Community Foundation Inc 200 Sout 8t Street Terre Haute IN 47807 351848649 501(c)(3) 18745 Intern Program Northern Indiana Community Foundation PO Box 807 Rochester IN 46975 351912317 501(c)(3) 11586 Intern Program Benton County Community Foundation Inc PO Box 351 Fowler IN 47944 260074023 501(c)(3) 11232 Intern Program Montgomery County Community Foundation Inc PO Box 334 Crawfordsville IN 47933 351836315 501(c)(3) 10775 Intern Program The Community Foundation of Muncie & Delaware County Inc PO Box 807 Muncie IN 47308 351640051 501(c)(3) 9730 Intern Program Community Foundation of Grant Co 505 West Third Street Marion IN 46952 311117791 501(c)(3) 9516 Intern Program Warren County Community Foundation Inc 31 North Monroe Street Williamsport IN 479931117 352070789 501(c)(3) 9377 Intern Program Blue River Community Foundation 54 W Broadway St Suite 1 Shelbyville IN 46176 351756331 501(c)(3) 8764 Intern Program Steuben County Community Foundation Inc 1701 North Wayne Street Angola IN 46703 351857065 501(c)(3) 8535 Intern Program Community Foundation Elkhart County PO Box 2932 Elkhart IN 46515 311255886 501(c)(3) 7695 Intern Program Community Foundation of Boone County Inc 102 North Lebanon Street Suite 200 Lebanon IN 46052 351829585 501(c)(3) 7540 Intern Program Putnam County Community Foundation 2 South Jackson Street Greencastle IN 46135 311159916 501(c)(3) 7516 Intern Program Legacy Foundation Inc 370 East 84th Drive Suite 100 Merrillville IN 46410 351872803 501(c)(3) 7395 Intern Program Community Foundation of DeKalb County Inc PO Box 111 Auburn IN 46706 351992897 501(c)(3) 7210 Intern Program Community Foundation of Bloomington & Monroe County 100 South College Ave Suite 240 Bloomington IN 47404 351811149 501(c)(3) 6392 Intern Program Community Foundation Alliance Inc 20 NW 3rd Street Suite 820 Evansville IN 47708 351830262 501(c)(3) 5861 Intern Program Union County Community Foundation 404 Eaton Street Liberty IN 47353 351769294 501(c)(3) 5036 Intern Program 18 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Each member community foundation submits an internship work plan, which includes the goals and objectives, a budget, and timeframe the intern will be engaged to IPA staff for approval. The plan includes a description of the tasks that will be accomplished by the intern during their internship. A description of the expectations is also required. IPA staff monitors the amount of grant dollars that each community foundation applies for and receives. At the completion of the internship with the community foundation, the intern supplies a final narrative report describing their experience at the community foundation to IPA staff. Each community foundation must submit a final report also concerning their experience with the internship. X X false false false false false false false false false Claudia Cummings President/CEO 181850 0 0 0 41 0 19559 0 17359 0 218809 0 0 0 Amy Haacker VP, Community Foundation Programs 130930 0 0 0 0 0 13370 0 13762 0 158062 0 0 0 Form 990, Part III, Line 4d Description of other program services (Expenses $ 33,436 including grants of $ 0)(Revenue $ 0) Public Policy : In 2023, Indiana Philanthropy Alliance's (IPA) advocacy efforts encompassed monitoring state and federal legislation and delivering timely updates to members through email, e-newsletters, and the IPA website. IPA also engaged in active lobbying with members of the state legislature and Congress on topics related to philanthropy and charitable giving. IPA's policy-related efforts included producing informational materials to educate elected officials about Indiana foundations' pivotal role and impact. From an events perspective, IPA facilitated virtual and in-person meetings to share information about IPA and member foundations and discuss potential public policies affecting philanthropy. Form 990, Part III, Line 4d Description of other program services (Expenses $ 15,622 including grants of $ 0)(Revenue $ 28,310) The John Mutz Philanthropic Leadership Institute identifies and cultivates visionary philanthropic leaders in Indiana. The cohort-based program provides continuing education training to equip emerging leaders for board and executive positions in foundations and corporations statewide. With each cohort, Indiana Philanthropy Alliance aims to bring fresh perspectives to the existing community, support emerging leaders, and elevate Indiana's philanthropic field. The 2023 class, comprising 23 graduates from 15 Indiana counties, exemplifies IPA's commitment to nurturing transformative leadership that drives positive change in communities across the state. Form 990, Part V, Line 2a Indiana Philanthropy Alliance does not file any W-2s as all employees are outsourced from a professional employment organization (PEO). The number reported on this line represents the number of employees the filing organizations leased from the PEO. Indiana Philanthropy Alliance reimburses the professional employment organization for the employees' compensation and the reimbursements are reported on 990 Part VII, Section A and 990 Part IX, Lines 5 - 10. Form 990, Part VI, Line 15b The organization does not compensate any other officers or key employees. Therefore, this line was answered no in accordance with the instructions. Form 990, Part VI, Line 1a Material differences in voting rights The Executive Committee members shall include, but not necessarily be limited to, the officers of the Corporation. All members of the Executive Committee shall be active members of the Board of Directors. The Executive Committee is authorized to act on behalf of the Board in between meetings of the Board. Form 990, Part VI, Line 11b Review of form 990 by governing body In keeping with Indiana Philanthropy Alliance's values of operating in ways that are ethical and transparent, the following policy will guide the organization's compliance with Form 990 submissions: The IRS Form 990 annual tax filing (and other required filings such as 990-T as needed) shall be reviewed and approved by the President/CEO and the IPA Board Chair and Board Treasurer (or in either one's absence another member of the IPA Executive Committee) prior to submission. In addition, the full board shall receive a copy of the IRS Form 990 (and other required filings) before submission. Form 990, Part VI, Line 12c Conflict of interest policy The Indiana Philanthropy Alliance, Inc. conflict of interest policy covers all Indiana Philanthropy Alliance board members, officers and staff. Board members, officers and staff have the responsibility to disclose the existence of any conflict or appearance of a conflict to the President/CEO or the Chair of the Board of Directors at the earliest possible time. The board member, officer or staff with the conflict or potential for appearance of conflict is expected to excuse himself or herself from any involvement in any decision related to the matter. This does not prevent a board member, officer or staff member from briefly stating his/her position in the matter, or from answering pertinent questions related to the matter. Form 990, Part VI, Line 15a Process to establish compensation of top management official The President/CEO is selected by the Indiana Philanthropy Alliance board and is responsible to the board for the operation of the organization. The board approves the CEO's compensation and benefits per the recommendation of the Executive Committee, and conducts an annual review of the CEO's performance. Any board members with a potential conflict of interest must recuse themselves from the compensation recommendation. A review of Executive compensation paid by comparable nonprofit and for-profit organizations for functionally comparable positions is conducted to support the Board's compensation decisions and to guard against any excess benefit transaction. This process is documented. Form 990, Part VI, Line 19 Required documents available to the public The governing documents, conflict of interest policy and financial statements are available upon request. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue All other expenses - Total Revenue: 3364, Related or Exempt Function Revenue: 3364, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Indiana Philanthropy Alliance Foundation 115 W Washington St 950 Indianapolis IN 46204 351868240 Supporting Organization IN 501(c)(3) Type I Indiana Philanthropy Alliance Inc true false false true false false false false false false false false false false true true false false false false Indiana Philanthropy Alliance Foundation C 2248160 Book Value