2025-10-13T11:46:36-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 301 SW ADAMS STREET SUITE 1000 PEORIA IL 61602 990 2024-01-01 351118574 AIA INDIANA INC AIAI 3176346993 115 W WASHINGTON ST SUITE 955 SOUT INDIANAPOLIS IN 46204 JASON SHELLEY EXECUTIVE DIRECTOR 3176346993 2025-10-10 1 1 ANDREW SMITH CPA P01518894 3096714500 2025-10-09 2024 2025-03-06 01:10:19Z JASON SHELLEY 115 W WASHINGTON ST SUITE 955 SOUTH INDIANAPOLIS IN 46204 690175 0 X WWW.AIAINDIANA.ORG X 1966 IN THE AMERICAN INSTITUTE OF ARCHITECTS [AIA] INDIANA CHAPTER IS THE VOICE OF THE ARCHITECTURE PROFESSION DEDICATED TO: SERVE ITS MEMBERS; ADVANCE THEIR VALUE; & IMPROVE THE QUALITY OF THE BUILT ENVIRONMENT. 22 22 2 27 -50518 0 347013 474136 157813 116714 9182 15324 -54600 -58245 459408 547929 4000 0 0 0 239493 256534 0 0 0 265377 281702 508870 538236 -49462 9693 881497 825972 190567 124813 690930 701159 X THE INDIANA CHAPTER OF THE AMERICAN INSTITUTE OF ARCHITECTS [AIA INDIANA] IS A NON-PROFIT PROFESSIONAL ASSOCIATION REPRESENTING THE INTERESTS OF AND PROVIDING SERVICES TO NEARLY 900 ARCHITECTS AND AFFILIATED DESIGN PROFESSIONALS.THE CHAPTER'S PROGRAMS AND ACTIVITIES HAVE A STATEWIDE FOCUS. SERVICES INCLUDE: MONITORING LEGISLATIVE ISSUES AND GOVERNMENT REGULATIONS; PROFESSIONAL LIABILITY INSURANCE PROGRAMS; HEALTH, LIFE AND OTHER EMPLOYEE BENEFIT PROGRAMS; PROFESSIONAL DEVELOPMENT AND EDUCATIONAL SEMINARS; DESIGN ASSISTANCE TEAMS TO FURTHER COMMUNITY PLANNING AND DEVELOPMENT; THE ANNUAL CONVENTION AND TRADE FAIR; SOCIAL AND RECREATIONAL EVENTS; DESIGN AWARDS PROGRAMS; AND SUPPORT OF BALL STATE AND NOTRE DAME UNIVERSITIES COLLEGES OF ARCHITECTURE.IN ADDITION TO THE STATE ORGANIZATION, FOUR AIA SECTIONS, OPERATED BY VOLUNTEER BOARDS AND COMMITTEES, PROVIDE LOCALIZED PROGRAMS AND SERVICES TO THE MEMBERSHIP AND THE COMMUNITIES THEY SERVE. 0 0 ANNUAL AIA IN GOLF OUTINGS ARE DESIGNED FOR NETWORKING BETWEEN OUR MEMBERS, FRIENDS, AND SPONSORS AND TO PROVIDE ADDED RESOURCES TO PROVIDE PROGRAMMING FOR MEMBERS AND THE PUBLIC THROUGHOUT THE YEAR. THE AIA IN CHRISTOPHER KELLEY LEADERSHIP DEVELOPMENT PROGRAM (CKLDP) PROGRAM HELPS TRAIN AND NURTURE THE NEXT GENERATION OF LEADERS. THE YEAR-LONG PROGRAM CONSISTS OF NINE INDIVIDUAL HALF-DAY SESSIONS ATTENDED BY A COMPETITIVELY SELECTED GROUP OF 16 EMERGING PROFESSIONALS (AN EMERGING PROFESSIONAL IS DEFINED AS SOMEONE WHO HAS GRADUATED FROM COLLEGE WITH AN ARCHITECTURE DEGREE AND IS WITHIN 10 YEARS OF THEIR FIRST LICENSURE). PROSPECTIVE PARTICIPANTS MUST GO THROUGH AN APPLICATION PROCESS FOR SELECTION WHERE PROVEN CAREER SUCCESS, COMMUNITY INVOLVEMENT AND THE INDIVIDUAL'S FIRM SUPPORT WILL BE CONSIDERED. THE CURRICULUM FOCUSES ON CORE PROFESSIONAL SKILLS SUCH AS ENTREPRENEURSHIP AND FIRM MANAGEMENT, WORKING TOGETHER AND COLLABORATION, THE ART OF NEGOTIATION, CLIENT DEVELOPMENT, COMMUNITY LEADERSHIP, INDUSTRY TRENDS, AND DEVELOPING YOUR FUTURE WITHIN THE PRACTICE. THE SELECTED SCHOLARS TO THE LEADERSHIP PROGRAM ARE RESPONSIBLE FOR PLANNING AND PARTICIPATING IN EACH OF THE INDIVIDUAL SESSIONS. THE 2024 AIA INDIANA CONVENTION INCLUDED CONTINUING EDUCATION PROGRAMS AND NETWORKING FOR ARCHITECTS AS WELL AS RECOGNITION OF THE 2024 AIA INDIANA DESIGN AND SERVICE AWARD WINNERS. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 22 22 1 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IN X JASON SHELLEY 3176346993 115 W WASHINGTON STREET INDIANAPOLIS IN 46204 ED KOWALCZYK PAST PRESIDENT 3.00 X X 0 0 0 SANFORD E GARNER PRESIDENT 3.00 X X 0 0 0 NATHAN WOODS VICE PRESIDENT 3.00 X X 0 0 0 JENNIFER KISSEL TREASURER 3.00 X X 0 0 0 DANIEL OVERBEY EX-OFFICIO (THRU 12/24) 3.00 X X 0 0 0 JARED MONCE BOARD MEMBER 3.00 X 0 0 0 BRAD WANEK BOARD MEMBER 3.00 X 0 0 0 JESSICA FRANKE BOARD MEMBER 3.00 X 0 0 0 JASON LARRISON BOARD MEMBER (THRU 12/24) 3.00 X 0 0 0 MARLEE CAWTHORN BOARD MEMBER 3.00 X 0 0 0 BLAKE WAGNER BOARD MEMBER 3.00 X 0 0 0 BRANDON FARLEY BOARD MEMBER 3.00 X 0 0 0 CHASE MILLER BOARD MEMBER 3.00 X 0 0 0 DJAMEL CHARMAT BOARD MEMBER 3.00 X 0 0 0 ANDY MOLLISON BOARD MEMBER 3.00 X 0 0 0 TAYLOR MATHEWSON BOARD MEMBER 3.00 X 0 0 0 ERIC JENSEN BOARD MEMBER 3.00 X 0 0 0 DEMPSON HANEY BOARD MEMBER 3.00 X 0 0 0 COLIN NEELEY BOARD MEMBER 3.00 X 0 0 0 SAVANNAH BARNHART BOARD MEMBER 3.00 X 0 0 0 CASSANDRA QUISSELL BOARD MEMBER 3.00 X 0 0 0 DONALD DUNCAN BOARD MEMBER 3.00 X 0 0 0 JASON SHELLEY EXECUTIVE DIRECTOR 55.00 X 153000 0 17979 153000 0 17979 1 0 1 0 0 256850 56676 160610 474136 NATIONAL REVENUE 561499 33850 33850 CONVENTION INCOME 561499 30200 30200 CKLDP 561499 23700 23700 CE & COTE PROGRAMS 561499 15726 15726 AWARDS PROGRAM 561499 10000 10000 3238 3238 116714 15324 15324 66517 56676 75292 -8775 -8775 16436 66954 -50518 -50518 OTHER INCOME 561499 1048 1048 1048 547929 117762 -50518 6549 156779 63000 20830 15925 25281 14400 4180 18988 598 9188 6864 4366 95266 1371 1771 PROGRAM EVENT EXPENSES 43171 MISCELLANEOUS EXPENSE 22383 BAD DEBT EXPENSE 16840 EXECUTIVE & BOARD EXPEN 12006 5029 538236 640642 375901 200804 421108 22388 18642 3714 1884 19260 15961 4670 3299 9279 5138 881497 825972 17857 24048 166681 95627 6029 5138 190567 124813 X 0 0 0 0 690930 701159 690930 701159 881497 825972 9693 4977 -4441 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 256850 14400 14400 38528 -24128 19260 15961 3299 3299 DUE TO OTHER AIA LOCATIONS 5138 5138 GOLF OUTING 97950 47402 50548 2949 38486 12062 1318 EXCELLENCE IN ARCHITECTURE GALA 19733 3764 15969 500 15969 165 1 5510 5510 3843 123193 56676 66517 2949 38986 31874 1483 75292 -8775 X 0 1 X X 0 0 0 JASON SHELLEY EXECUTIVE DIRECTOR 150000 0 3000 0 0 0 4500 0 13479 0 170979 0 0 0 PART I, LINE 1A AIA INDIANA EXECUTIVE DIRECTOR JASON SHELLEY IS PROVIDED A YEARLY MEMBERSHIP TO THE YMCA. PART I, LINE 1B AIA INDIANA DOES NOT HAVE A POLICY REGARDING HEALTH CLUB REIMBURSEMENT. PART I, LINE 3 THE AIA INDIANA EXECUTIVE COMMITTEE CONDUCTS EMPLOYEE REVIEWS ANNUALLY WHICH MAY OR MAY NOT INCLUDE A SALARY ADJUSTMENT. ANY SALARY ADJUSTMENTS ARE APPROVED BY THE BOARD, WHICH ARE INCLUDED IN THE ANNUAL BUDGET THAT REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 2 JASON AND KIM SHELLEY ARE THE ONLY TWO EMPLOYEES OF THE ORGANIZATION AND ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS ELECT THE EXECUTIVE COMMITTEE OF THE BOARD AND THE MEMBERS SELECT SECTION REPRESENTATIVES TO THE AIA INDIANA BOARD. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE EXECUTIVE COMMITTEE OF THE BOARD AND THE MEMBERS SELECT SECTION REPRESENTATIVES TO THE AIA INDIANA BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETE COPY OF FORM 990 WILL BE SHARED WITH THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE CONFLICT OF INTEREST POLICY IS REVIEWED AND DISCUSSED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE DOES AN EMPLOYEE REVIEW EACH YEAR THAT INCLUDES DISCUSSION REGARDING SALARY ADJUSTMENTS AND/OR BONUSES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND OTHER POLICIES AVAILABLE TO THE PUBLIC UPON REQUEST.