2025-07-11T13:56:39-05:00 2024-12-31 270851983 SPONSEL CPA GROUP LLC 251 N ILLINOIS ST STE 450 INDIANAPOLIS IN 46204 990 2024-01-01 461665288 MITCH DANIELS LEADERSHIP FOUNDATION INC MITC 2602731855 880 W MONON GREEN BLVD 101 CARMEL IN 46032 RON STIVER BOARD CHAIR 2602731855 2025-06-30 1 1 ELIZABETH M BELCHER CPA P01227829 3176086699 2025-06-30 2024 2025-03-06 01:10:19Z RON STIVER 880 W MONON GREEN BLVD 101 CARMEL IN 46032 646688 0 X MDLFINDIANA.ORG X 2012 IN CREATE A NETWORK OF LEADERS ACTIVELY WORKING TO MAKE INDIANA THE BEST PLACE TO BUILD A FUTURE. 14 14 3 10 0 0 335543 536158 0 0 37298 87109 -50395 -45896 322446 577371 0 0 0 0 270667 393724 39000 27000 115777 377019 132200 686686 552924 -364240 24447 1207530 1310148 8645 41236 1198885 1268912 X THE TWO-YEAR MDLF FELLOWSHIP INCLUDES MONTHLY CONVENINGS AND RIGOROUS COURSEWORK ON ISSUES INCLUDING THE ECONOMY, EDUCATION, HEALTHCARE, AND CIVIL SOCIETY WHILE PROVIDING OPPORTUNITIES TO LEARN FROM A VARIETY OF EXPERTS THROUGH LECTURES, EXCLUSIVE CASE STUDIES, (CONT'D ON SCH O) AND SOCRATIC-STYLE DISCUSSIONS. FELLOWS IDENTIFY ISSUES, APPLY CRITICAL THINKING, AND ADDRESS CHALLENGES IN THEIR OWN COMMUNITIES THROUGH INDIVIDUAL CAPSTONE PROJECTS. 0 0 331254 OPERATE A HIGH-QUALITY, STATEWIDE FELLOWSHIP PROGRAM THAT EQUIPS FELLOWS TO UNDERSTAND THE KEY ECONOMIC AND SOCIAL DRIVERS OF OUR STATE AND HOW FELLOWS CAN ENGAGE IN MAKING POSITIVE CHANGE IN THEIR COMMUNITIES. THE FOUR DRIVERS ON WHICH THE FELLOWSHIP FOCUSES ARE: THE ECONOMY; EDUCATION; HEALTH; CIVIC ENGAGEMENT. HELP CURRENT AND FORMER FELLOWS CONNECT WITH THE RESOURCES AND PEOPLE NECESSARY TO PUT THEIR IDEAS FOR CHANGE INTO ACTION. CREATE A SPACE WHERE THE PRINCIPLES OF INDIVIDUAL LIBERTY, PERSONAL RESPONSIBILITY AND THE IMPORTANCE OF PRIVATE ENTERPRISE LIVE ON THROUGH THE ACTIVITIES AND INFLUENCE OF THE MDLF ORGANIZATION. 331254 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X LAUREN JAMES 2602731855 880 W MONON GREEN BLVD 101 CARMEL IN 46032 LAUREN JAMES EXECUTIVE DIRECTOR 40.00 X 160208 0 13771 RON STIVER CHAIR 1.00 X X 0 0 0 STEVE SCHULTZ VICE CHAIR 1.00 X X 0 0 0 MATT WHITESIDE TREASURER & SECRETARY 1.00 X X 0 0 0 MAUREEN WEBER EXEC COMM CHAIR 1.00 X X 0 0 0 GREG STOWERS JR BOARD MEMBER 1.00 X 0 0 0 ANDI HESLIN-SMILEY BOARD MEMBER 1.00 X 0 0 0 TRACY BARNES BOARD MEMBER 1.00 X 0 0 0 BEN LEDO BOARD MEMBER 1.00 X 0 0 0 MEREDITH GRADLE BOARD MEMBER 1.00 X 0 0 0 AMAN BRAR BOARD MEMBER 1.00 X 0 0 0 DANNY LOPEZ BOARD MEMBER 1.00 X 0 0 0 BLAIR MILO BOARD MEMBER 1.00 X 0 0 0 LAWREN MILLS BOARD MEMBER 1.00 X 0 0 0 CHRIS RUHL BOARD MEMBER 1.00 X 0 0 0 160208 0 13771 1 0 1 0 0 333246 202912 7494 536158 13226 13226 73883 0 73883 73883 73883 23421 333246 69317 -45896 -45896 577371 73883 0 -32670 173979 112260 27932 33787 171411 110604 27519 33288 23507 15168 3774 4565 24827 16020 3986 4821 7763 3035 2158 2570 25525 9980 7096 8449 27000 27000 11628 11628 9047 9047 5847 2363 3386 98 17122 6920 9914 288 2535 1024 1468 43 5443 4245 519 679 3528 1426 2043 59 FELLOWSHIP EXPENSES 36044 36044 MISCELLANEOUS 6998 2827 4053 118 REIMBURSEMENTS 720 291 417 12 552924 331254 105893 115777 126531 126362 16343 750 3528 5221 1059106 1175675 2022 2140 1207530 1310148 8645 41236 8645 41236 X 1109050 1173309 89835 95603 1198885 1268912 1207530 1310148 24447 45580 0 X X 1 X 0 1 0 X 41666 326500 748800 357356 559579 2033901 41666 326500 748800 357356 559579 2033901 750237 1283664 10165 7397 13226 30788 2064689 23562 0.62170 0.52700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1059106 132690 4492 11629 1175675 1231442 110958 272574 10720 1059106 1486093 350000 -131064 461000 12587 1231442 1473093 151000 138000 1486093 1553093 80000 1473093 1 0 0 X PART V, LINE 4: ENDOWMENT FUNDS ARE ESTABLISHED TO FUND THE ORGANIZATION'S OPERATIONS BASED ON THE BOARD'S DIRECTION AND THE OVERALL MISSION. PART X, LINE 2: MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. IF THE ORGANIZATION WERE TO INCUR AN INCOME TAX LIABILITY IN THE FUTURE, INTEREST ON ANY INCOME TAX LIABILITY WOULD BE REPORTED AS INTEREST EXPENSE, AND PENALTIES ON ANY INCOME TAX WOULD BE REPORTED AS PENALTIES. MANAGEMENT'S CONCLUSIONS REGARDING UNCERTAIN TAX POSITIONS MAY BE SUBJECT TO REVIEW AND ADJUSTMENT AT A LATER DATE BASED ON ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF, AS WELL AS OTHER FACTORS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE YEAR ENDED DECEMBER 31, 2021. X X X X 1 BRIAN MCGRATH 14097 WATERWAY BLVD FISHERS IN 46060 OUTREACH ADVISOR 0 156165 27000 129165 156165 27000 129165 IN ANNUAL EVENT 156165 132744 23421 5170 22735 32031 75TH BIRTHDAY DINNER 200502 200502 8445 936 356667 333246 23421 5170 31180 32967 69317 -45896 1 X X X X 0 0 0 0 0 0 0 0 0 LAUREN JAMES EXECUTIVE DIRECTOR 126472 0 33736 0 0 0 4348 0 9423 0 173979 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ANNUAL TAX FILING IS COORDINATED BY THE EXECUTIVE DIRECTOR AND BOARD TREASURER, WHO DETAIL REVIEW THE 990. THE RETURN IS REVIEWED BY THE TREASURER AND THE FULL BOARD, AND APPROVED BY THE EXECUTIVE COMMITTEE AND THEN THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL DIRECTORS AND OFFICERS TO ANNUALLY SIGN A WRITTEN COPY OF THE CONFLICT OF INTEREST POLICY. THE ORGANIZATION ALSO REQUIRES ANNUAL DISCLOSURE OF ANY CONFLICT OR POTENTIAL CONFLICT BY ALL DIRECTORS AND OFFICERS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE, WITH APPROVAL BY THE FULL BOARD OF DIRECTORS. COMPARABLE DATA FROM SIMILAR ORGANIZATIONS IS PRESENTED TO AND REVIEWED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S TAX RETURN, OR BY SPECIFIC REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FOUNDATION'S EXECUTIVE COMMITTEE IS RESPONSIBLE FOR OVERSEEING THE ANNUAL REVIEW OF ITS FINANCIAL STATEMENTS. THE EXECUTIVE COMMITTEE AND THE EXECUTIVE DIRECTOR ARE RESPONSIBLE FOR SELECTING THE INDEPENDENT ACCOUNTANT AND OVERSEEING THE REVIEW.