Totals
- Total revenue
- $367,694
- Total expenses
- $244,892
- Contributions and grants received
- $355,000
- Grants paid
- $26,500
- Program service revenue
- $0
- Investment income
- $12,694
- Other revenue
- $0
- Total assets, end of year
- $556,246
- Total liabilities, end of year
- $39,460
- Net assets or fund balances, end of year
- $516,786
- Program services expenses (Part IX)
- $242,797
- Management and general expenses
- $2,095
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $242,797
Program services were 99.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$0
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$200,000
-
1f · All other contributions, gifts and grants
$155,000
-
1g · Noncash contributions included above
$0
-
3 · Investment income
total $7,864 · related or exempt $7,864 · unrelated business $0 · excluded $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $20,000 · other assets $0
-
7b · Less cost or other basis and sales expenses
securities $15,170 · other assets $0
-
7c · Gain or loss
securities $4,830 · other assets $0
-
7d · Net gain or loss
total $4,830 · related or exempt $4,830 · unrelated business $0 · excluded $0
-
8a · Fundraising events: contributions included on line 1c
$0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $26,500 · program services $26,500
-
11f · Fees: investment management
total $2,073 · management and general $2,073
-
11g · Fees: other
total $207,378 · program services $207,378
-
13 · Office expenses
total $22 · management and general $22
-
16 · Occupancy
total $692 · program services $692
-
17 · Travel
total $4,844 · program services $4,844
-
19 · Conferences, conventions and meetings
total $3,383 · program services $3,383
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,520 · end of year $179,662
-
11 · Investments: publicly traded securities
beginning of year $352,590 · end of year $376,584
-
17 · Accounts payable and accrued expenses
end of year $39,460
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $354,110 · end of year $516,786
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2022
Mission
THE ALLIANCE INITIATIVE FUND INC SUPPORTS AND BENEFITS THE COMMUNITY FOUNDATION ALLIANCE INC. IT HOLDS ASSETS AND RECEIVES GRANTS AND DONATIONS FOR DISTRIBUTION TO BENEFIT THE COMMUNITY FOUNDATION ALLIANCE, ITS PARTNER COUNTIES OF DAVIESS, GIBSON, KNOX, PERRY, PIKE, POSEY, SPENCER, VANDERBURGH AND WARRICK WITH CHARITABLE CAUSES THEY SUPPORT.
Activities or mission (Part I)
The Alliance Initiatives Fund Inc supports and benefits the Community Foundation Alliance. It holds assets, receives grants and donations for distribution to benefit CFA's many supported charitable causes.
-
ADDITIONAL FUNDING TO SUPPORT PROGRAMS AND INITIATIVES IN EDUCATION, LITERACY, TECHNOLOGY AND COMMUNITY DEVELOPMENT THROUGHOUT THE NINE COUNTIES THAT COMPRISE THE ALLIANCE'S SERVICE AREA - DAVIESS, GIBSON, KNOX, PERRY, PIKE, POSEY, SPENCER, VANDERBURGH AND WARRICK COUNTIES
Expenses $242,797 · Grants $26,500
As filed on the 2022 return.
Listed in Part VII
-
Jill Carpenter
President & CEO CFA
- Total calculated
- $189,042
- From this org
- $0
- From related orgs
- $175,532
- Other
- $13,510
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $175,532 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $5,237 related
- Nontaxable benefits
- $0 + $8,273 related
- Filer's total
- $0 + $189,042 related
-
Timothy Jones
CFO CFA
- Total calculated
- $135,094
- From this org
- $0
- From related orgs
- $127,388
- Other
- $7,706
- Hours/week
- 2 + 40 related
-
Laura BogardLAURA BOGARD
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Mark WatermanMARK WATERMAN
Immediate Past Chair
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Eric ReedERIC REED
Vice Chair
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Patrick Griffin
Treasurer
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jon Craig
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Tony NoelleTONY NOELLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Leslie MustardLESLIE MUSTARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Craig KirkCRAIG KIRK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ed HagedornED HAGEDORN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jody GilesJODY GILES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
John Dudenhoeffer
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lori Newman
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Chris Hertel
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jason BarisanoJASON BARISANO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Sarah BelmoreSARAH BELMORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kim Schultz
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
COMMUNITY FOUNDATION ALLIANCE INC
501(C)(3) · CHARITABLE · IN
-
CITY OF EVANSVILLE ENDOWMENT FUND INC
501(C)(3) · CHARITABLE · IN
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 30 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401179349302200
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