2025-08-07T11:52:53+00:00 2024-12-31 332621854 CRI Capin Crouse Advisors LLC 345 Massachusetts Ave Suite 300 Indianapolis IN 46204 990 2024-01-01 351835134 Indiana Philanthropy Alliance Inc INDI 3176305200 115 W Washington St 950 Indianapolis IN 46204 Claudia Cummings President/CEO 2025-08-07 true Sara Tibbott P01486965 5055022746 2025-08-07 2024 2025-03-06 01:10:19Z Claudia Cummings 115 W Washington St 950 Indianapolis IN 46204 6230868 false X www.inphilanthropy.org X 1990 IN Champion, support and connect members as they transform Indiana through effective philanthropy. 14 14 13 51 0 3243685 1899312 247352 356069 160043 206347 3364 4158 3654444 2465886 234749 456300 0 0 1200492 1364135 0 0 0 995680 1059211 2430921 2879646 1223523 -413760 5736804 4617513 1807065 1034653 3929739 3582860 X Our mission is to champion, support and connect our members as they transform Indiana through effective philanthropy. false false 865539 31540 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 2024, the program's approximately 50 training events encompassed nearly 900 participants serving communities throughout Indiana. There were about 150 attendees at three "Boot Camps"-basic training for community foundation and board and staff members-and over 400 GIFT technical assistance in-person and virtual consultations ranging in scope, issue area, and complexity. 766024 294371 Member Services: Indiana Philanthropy Alliance (IPA) fosters a collaborative and knowledgeable philanthropic sector that is empowered to address society's most pressing challenges. During 2024, IPA held multiple networking/peer gatherings across the state and produced hundreds of email 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. 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 2024, IPA provided a biennial conference with dozens of speakers and sessions, as well as over 100 educational programs, cohort meetings, and Peer Community convenings to expand its member's horizons and networks. There were 2,400 attendees at IPA programs and 520 unique organizations represented. 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 and Foundation Legal Help Desk services. 531480 456300 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 2024, 36 community foundations and affiliates offered 72 college internships. 34803 In 2024, 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 advocacy with members of the state legislature and Congress on topics related to philanthropy, charitable giving, and matters important to the communities served. IPA's policy-related efforts included producing informational materials to educate elected officials about Indiana foundations' pivotal role and impact. IPA facilitated virtual and in-person meetings to share information with and about IPA and member foundations and discuss potential public policies affecting philanthropy. 25772 34316 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 2024 class, comprising 22 graduates from 13 Indiana counties, exemplifies IPA's commitment to nurturing transformative leadership that drives positive change in communities across the state. 60575 34316 2223618 true true false true false 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 false false true true true false false true X 27 0 true 13 true false false false false false false false false false false false false X 14 14 false false false false false false false true true false false false true true true true true true true false false false IN X X Claudia Cummings 3176305200 115 W Washington St Suite 950 Indianapolis IN 46204 Brienne Hooker Vice Chair 1.0 1.0 X X 0 0 0 Jeff Small 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 Charlotte Hawthorne Director 1.0 X 0 0 0 Clayton Boyles 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 Josh Daugherty Director 1.0 X 0 0 0 Josh Kornberg Director (part year) 1.0 X 0 0 0 Maggi Spartz Director 1.0 X 0 0 0 Maria Fruth Director 1.0 X 0 0 0 Pamela Ross Director (Part Year) 1.0 X 0 0 0 Rich Haddad 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 199583 0 38738 Amy Haacker VP, Community Foundation Programs 40.0 X 140996 0 29048 Elisabete Silloto Senior Director Marketing & Business Intelligence 40.0 X 101404 0 23491 Maddison Miller VP External Relations 40.0 X 106016 0 21979 547999 0 113256 4 false true false Forvis Mazars PO Box 44668 Indianapolis IN 46244 Professional Services 161178 Alisa Winters 354 West Hunt Road Rushville IN 46173 Gift consultant 136246 2 604849 775000 519463 3640 1899312 Education & Resources 900099 294371 294371 Mutz Institute 900099 34316 34316 Gift Technical Assist 900099 27382 27382 0 0 0 0 356069 206347 206347 0 0 3764982 3764982 0 0 0 4158 4158 0 0 4158 2465886 360227 0 206347 456300 456300 0 0 238321 189227 49094 849228 674287 174941 80166 63652 16514 114788 91142 23646 81632 64816 16816 4999 4999 194440 194440 34803 34803 242333 242333 0 0 51570 35620 15950 51701 41707 9994 108564 87579 20985 16695 16695 216970 177965 39005 11796 9516 2280 13309 10736 2573 Dues & Subscription 17685 4557 13128 Moving Expense 6312 6312 88034 22683 65351 0 2879646 2223618 656028 0 414083 284892 227 564232 34054 16811 0 0 0 0 28514 30803 112301 40490 27612 71811 1397174 1548745 3087891 1419707 0 747249 680512 5736804 4617513 124837 206271 80760 66144 0 0 1601468 762238 1807065 1034653 X 1812605 2004523 2117134 1578337 3929739 3582860 5736804 4617513 -413760 66881 0 X false true true false X 1120440 872618 3079050 3243685 1899312 10215105 0 0 1120440 872618 3079050 3243685 1899312 10215105 1385967 8829138 90748 103249 106737 160043 206347 667124 0 6650 9360 8370 3364 4158 31902 10914131 1304415 0.80896 0.79752 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISC INCOME, COLUMN A - 6650.0, COLUMN B - 9360.0, COLUMN C - 8370.0, COLUMN D - 3364.0, COLUMN E - 4158.0, COLUMN F - 31902.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false true true false true 34803 true false 34803 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY In 2024, 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, engagement manager, 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 foundations and nonprofit organizations before the Indiana General Assembly. 28312 9401 18911 83989 31089 52900 71811 Closely-held equity interests Financial derivatives Certificates of Deposits 1419707 C 1419707 Right-of-use assets 680512 680512 Federal Income Taxes Right-of-use lease liabilities 762238 Due from Related Party 762238 true Community Foundation Partnership PO Box 1235 3315 5th Street Bedford IN 47421 351889139 501(c)(3) 40334 Intern Program Owen County Community Foundation 60 East Market Street Spencer IN 47460 351934464 501(c)(3) 35290 Intern Program Wabash Valley Community Foundation 200 Sout 8t Street Terre Haute IN 47807 351848649 501(c)(3) 30199 Intern Program Ripley County Comm Found 13 East George Street Suite B Batesville IN 47006 352048001 501(c)(3) 25103 Intern Program Washington County Community Foundation PO Box 50 Salem IN 47167 351883377 501(c)(3) 19897 Intern Program Community Foundation of Randolph Co 120 West Washington Street Winchester IN 47394 351903148 501(c)(3) 19704 Intern Program Union County Community Foundation 404 Eaton Street Liberty IN 47353 351769294 501(c)(3) 17912 Intern Program Legacy Foundation 370 East 84th Drive Suite 100 Merrillville IN 46410 351872803 501(c)(3) 17082 Intern Program Community Foundation of St Joseph Co PO Box 837 South Bend IN 466240837 237365930 501(c)(3) 16619 Intern Program Community Foundation Elkhart County PO Box 2932 Elkhart IN 46515 311255886 501(c)(3) 15888 Intern Program Northern Indiana Community Foundation PO Box 807 Rochester IN 46975 351912317 501(c)(3) 15543 Intern Program Community Foundation of Noble County PO Box 210 Ligonier IN 46767 351827247 501(c)(3) 15455 Intern Program The Community Foundation of Muncie & Delaware County Inc PO Box 807 Muncie IN 47308 351640051 501(c)(3) 14216 Intern Program Warren County Community Foundation 31 North Monroe Street Williamsport IN 479931117 352070789 501(c)(3) 13861 Intern Program South Madison County Community Found 233 South Main Street Pendleton IN 46064 351839759 501(c)(3) 12486 Intern Program Blue River Community Foundation 54 W Broadway St Suite 1 Shelbyville IN 46176 351756331 501(c)(3) 12478 Intern Program Hendricks County Comm Found 6319 East US Highway 36 Suite 211 Avon IN 46123 351878973 501(c)(3) 11775 Intern Program Community Foundation of Bloomington & Monroe County 100 South College Ave Suite 240 Bloomington IN 47404 351811149 501(c)(3) 11354 Intern Program Community Foundation of Grant Co 505 West Third Street Marion IN 46952 311117791 501(c)(3) 10775 Intern Program Community Foundation of Wabash County Inc 220 E Main Street North Manchester IN 46962 356019016 501(c)(3) 9849 Intern Program Montgomery County Comm Found PO Box 334 Crawfordsville IN 47933 351836315 501(c)(3) 9829 Intern Program Greene County Community Foundation 4513 West State Road 54 Bloomfield IN 47424 351815060 501(c)(3) 8064 Intern Program Johnson County Community Foundation PO Box 217 Franklin IN 46131 351797437 501(c)(3) 8012 Intern Program Madison County Community Foundation 911 Meridian Street Anderson IN 46016 351859959 501(c)(3) 6709 Intern Program Community Foundation of Whitley County 1171 E Woods Way Columbia City IN 46725 351860518 501(c)(3) 5920 Intern Program Hamilton County Community Foundation 615 N Alabama St Ste 300 Indianapolis IN 46204 200900981 501(c)(3) 5886 Intern Program Benton Community Found PO Box 351 Fowler IN 47944 260074023 501(c)(3) 5745 Intern Program Community Foundation of Greater Fort Wayne Inc 555 East Wayne Street Fort Wayne IN 46802 351119450 501(c)(3) 5326 Intern Program 28 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 199542 0 0 0 41 0 20954 0 17784 0 238321 0 0 0 Amy Haacker VP, Community Foundation Programs 140969 0 0 0 27 0 14410 0 14638 0 170044 0 0 0 Form 990, Part III, Line 4d Description of other program services (Expenses $ 34,803 including grants of $) In 2024, 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 advocacy with members of the state legislature and Congress on topics related to philanthropy, charitable giving, and matters important to the communities served. IPA's policy-related efforts included producing informational materials to educate elected officials about Indiana foundations' pivotal role and impact. IPA facilitated virtual and in-person meetings to share information with and about IPA and member foundations and discuss potential public policies affecting philanthropy. Form 990, Part III, Line 4d Description of other program services (Expenses $ 25,772 including grants of $)(Revenue $ 34,316) 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 2024 class, comprising 22 graduates from 13 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 Other Income - Total Revenue: 4158, Related or Exempt Function Revenue: 4158, 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 775000 Book Value