Totals
- Total revenue
- $5,167,577
- Total expenses
- $5,835,821
- Contributions and grants received
- $1,901,971
- Grants paid
- $769,063
- Program service revenue
- $3,022,960
- Investment income
- $246,864
- Other revenue
- -$4,218
- Total assets, end of year
- $141,585,370
- Total liabilities, end of year
- $132,853,943
- Net assets or fund balances, end of year
- $8,731,427
- Program services expenses (Part IX)
- $4,931,397
- Management and general expenses
- $716,584
- Fundraising expenses
- $187,840
- Program service expenses (Part III)
- $4,931,397
Program services were 84.5% 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.
-
1c · Fundraising events
$29,672
-
1e · Government grants (contributions)
$1,214,733
-
1f · All other contributions, gifts and grants
$657,566
-
1g · Noncash contributions included above
$15,662
-
2a · Program service revenue: TRUST CONSULTING FEES
total $1,794,231 · related or exempt $1,794,231
-
2b · Program service revenue: REMAINDER FUND
total $1,147,682 · related or exempt $1,147,682
-
2c · Program service revenue: INTERCOMPANY REVENUE
total $77,057 · related or exempt $77,057
-
2d · Program service revenue: PROGRAM FEE INCOME
total $3,990 · related or exempt $3,990
-
3 · Investment income
total $172,747 · excluded $172,747
-
7a · Gross sales of assets other than inventory
securities $1,393,304
-
7b · Less cost or other basis and sales expenses
securities $1,319,187
-
7c · Gain or loss
securities $74,117
-
7d · Net gain or loss
total $74,117 · excluded $74,117
-
8a · Fundraising events: gross income
$15,118
-
8a · Fundraising events: contributions included on line 1c
$29,672
-
8b · Fundraising events: direct expenses
$19,336
-
8c · Net income from fundraising events
total -$4,218 · excluded -$4,218
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $769,063 · program services $769,063
-
5 · Compensation of officers, directors and key employees
total $487,904 · program services $299,576 · management and general $171,476 · fundraising $16,852
-
7 · Other salaries and wages
total $1,311,437 · program services $1,060,419 · management and general $154,508 · fundraising $96,510
-
9 · Other employee benefits
total $381,946 · program services $291,639 · management and general $64,008 · fundraising $26,299
-
10 · Payroll taxes
total $151,503 · program services $114,716 · management and general $27,087 · fundraising $9,700
-
11b · Fees: legal
total $18,950 · program services $18,950
-
11c · Fees: accounting
total $41,306 · management and general $41,306
-
11d · Fees: lobbying
total $36,630 · program services $36,630
-
11f · Fees: investment management
total $32,063 · management and general $32,063
-
11g · Fees: other
total $2,170 · management and general $2,170
-
12 · Advertising and promotion
total $419,464 · program services $419,464
-
13 · Office expenses
total $243,119 · program services $196,695 · management and general $34,183 · fundraising $12,241
-
16 · Occupancy
total $178,585 · program services $135,576 · management and general $31,668 · fundraising $11,341
-
17 · Travel
total $90,048 · program services $69,856 · management and general $14,868 · fundraising $5,324
-
19 · Conferences, conventions and meetings
total $34,349 · program services $31,365 · management and general $2,984
-
20 · Interest
total $218,629 · program services $182,445 · management and general $36,184
-
22 · Depreciation, depletion and amortization
total $100,569 · program services $76,149 · management and general $17,981 · fundraising $6,439
-
23 · Insurance
total $51,903 · program services $40,018 · management and general $8,751 · fundraising $3,134
-
24a · Other expenses: INDIVIDUAL SUPPORT EXPE
total $866,846 · program services $866,846
-
24b · Other expenses: PURCHASED SERVICES
total $354,224 · program services $298,594 · management and general $55,630
-
24c · Other expenses: DUES & SUBSCRIPTIONS
total $33,275 · program services $11,558 · management and general $21,717
-
24d · Other expenses: EDUCATION
total $11,838 · program services $11,838
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,317,332 · end of year $666,773
-
3 · Pledges and grants receivable
beginning of year $238,399 · end of year $577,101
-
4 · Accounts receivable
beginning of year $746,906 · end of year $163,017
-
9 · Prepaid expenses and deferred charges
beginning of year $90,104 · end of year $147,933
-
10a · Land, buildings and equipment: cost or other basis
$833,004
-
10b · Land, buildings and equipment: accumulated depreciation
$540,059
-
10c · Land, buildings and equipment, net
beginning of year $355,548 · end of year $292,945
-
11 · Investments: publicly traded securities
beginning of year $5,731,298 · end of year $7,000,170
-
15 · Other assets
beginning of year $86,919,089 · end of year $132,737,431
-
17 · Accounts payable and accrued expenses
beginning of year $137,684 · end of year $373,136
-
19 · Deferred revenue
beginning of year $8,888
-
25 · Other liabilities
beginning of year $86,550,187 · end of year $132,480,807
-
27 · Net assets without donor restrictions
beginning of year $8,425,576 · end of year $8,430,096
-
28 · Net assets with donor restrictions
beginning of year $276,341 · end of year $301,331
Mission and programs · 2023
Mission
THE ARC OF INDIANA IS COMMITTED TO ALL PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES REALIZING THEIR GOALS OF LIVING, LEARNING, WORKING AND FULLY PARTICIPATING IN THE COMMUNITY.
-
THE ARC IS COMMITTED TO EMPOWERING FAMILIES WITH INFORMATION AND RESOURCES TO ASSIST THEM IN THEIR JOURNEY OF RAISING A CHILD WITH A DISABILITY TO LEAD A FULL AND MEANINGFUL LIFE. ADDITIONALLY THE ARC OF INDIANA SEEKS TO EMPOWER PEOPLE WITH INTELLECTUAL AND OTHER DEVELOPMENTAL DISABILITIES TO BE SELF SUFFICIENT AND INDEPENDENT TO THE GREATEST EXTENT POSSIBLE. THE ORGANIZATION'S PRIORITY AREAS INCLUDE APPROPRIATE FUNDING AND CONTINUUM OF SERVICES FOR INFANTS, PRESCHOOLERS, SCHOOL-AGED CHILDREN, AND ADULTS WITH DEVELOPMENTAL DISABILITIES AND OTHER RELATED DISABILITIES; AS WELL AS REDUCING THE INCIDENCE OF DEVELOPMENTAL DISABILITIES. LOCAL CHAPTER SERVICES ARE ALSO PROVIDED TO RESPOND TO THE NEEDS OF MEMBER CHAPTERS, THEIR BOARDS, SPECIAL COMMITTEES, AND EXECUTIVES.
Expenses $1,771,923 · Grants $769,063 · Revenue $81,047
-
THE ARC OVERSEES GOVERNMENTAL GRANTS THAT DEVELOP AND IMPLEMENT INITIATIVES AND ACTIVITIES TO SUPPORT AND EXPAND A NETWORK OF SELF-ADVOCATES AND FAMILY MEMBERS TO PROVIDE AWARENESS AND INFORMATION ABOUT PROGRAMS AND SERVICES AVAILABLE TO THOSE WITH DEVELOPMENTAL DISABILITIES. THE ARC PROVIDES A BRIDGE BETWEEN LOCAL, STATE, GOVERNMENT, AND PRIVATE SECTOR ORGANIZATIONS AND PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR LOVED ONES.
Expenses $1,000,547
-
THE ARC OF INDIANA MASTER TRUST IS A POOLED SPECIAL NEEDS TRUST ADMINISTERING A 3RD PARTY TRUST, TRUST I, AND A SELF-SETTLED TRUST, TRUST II. TRUST I WAS ESTABLISHED IN 1988 AND TRUST II IN 1995.
Expenses $2,158,927 · Revenue $2,941,913
As filed on the 2023 return.
Listed in Part VII
-
Kimberly DodsonKIMBERLY DODSON
EXECUTIVE DIRECTOR/CEO
- Total calculated
- $210,652
- From this org
- $156,101
- From related orgs
- $39,026
- Other
- $15,525
- Hours/week
- 32 + 8 related
Schedule J breakdown matched by us
- Base
- $148,651 + $37,163 related
- Bonus
- $5,530 + $1,383 related
- Other
- $1,920 + $480 related
- Deferred
- $10,927 + $2,732 related
- Nontaxable benefits
- $1,493 + $373 related
- Filer's total
- $168,521 + $42,131 related
-
Andrew KirbyANDREW KIRBY
COO/FDTN EXECUTIVE DIRECT
- Total calculated
- $158,210
- From this org
- $77,696
- From related orgs
- $57,428
- Other
- $23,086
- Hours/week
- 23 + 17 related
Schedule J breakdown matched by us
- Base
- $74,941 + $55,391 related
- Bonus
- $2,203 + $1,629 related
- Other
- $552 + $408 related
- Deferred
- $5,439 + $4,020 related
- Nontaxable benefits
- $7,835 + $5,792 related
- Filer's total
- $90,970 + $67,240 related
-
Anne LammertANNE LAMMERT
CFO
- Total calculated
- $150,313
- From this org
- $76,646
- From related orgs
- $51,098
- Other
- $22,569
- Hours/week
- 24 + 16 related
Schedule J breakdown matched by us
- Base
- $74,349 + $49,566 related
- Bonus
- $2,297 + $1,532 related
- Other
- $0
- Deferred
- $5,365 + $3,577 related
- Nontaxable benefits
- $8,176 + $5,451 related
- Filer's total
- $90,187 + $60,126 related
-
Melissa JusticeMELISSA JUSTICE
CHIEF TRUST OFFICER
- Total calculated
- $138,226
- From this org
- $116,448
- From related orgs
- $0
- Other
- $21,778
- Hours/week
- 40
-
Arvie AndersonARVIE ANDERSON
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Cody MullenCODY MULLEN
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
William HawkinsWILLIAM HAWKINS
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Dick RhoadDICK RHOAD
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Adam BrownADAM BROWN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Pam VerbargPAM VERBARG
ICEARC REP
- Total calculated
- $0
- Hours/week
- 1
-
Nicki HinkleNICKI HINKLE
SAI REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Joanne TedescoJOANNE TEDESCO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Derek NordDEREK NORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark HiseyMARK HISEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karen BrummetKAREN BRUMMET
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Angie TylerANGIE TYLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Crystal RamosCRYSTAL RAMOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joni SchmalzriedJONI SCHMALZRIED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kate WillisKATE WILLIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Megan BurgerMEGAN BURGER
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 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or 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
The filer's explanations (Part III)
- PART I, LINE 3
- THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE AND APPROVES THE INITIAL SALARY AND RAISES WHEN REQUESTED. COMPARABILITY DATA IS USED FROM OTHER 990S DURING THIS PROCESS.
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
-
THE ARC OF INDIANA FOUNDATION INC
$750,000
OPERATIONS FURTHERING THE ORGANIZATION MISSION
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.
-
THE ARC OF INDIANA FOUNDATION INC
501(C)(3) · TRAINING · IN
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
THE ARC DEVELOPMENT GROUP LLC
EMPLOYMENT · IN · income -$74,968 · assets $0
Directly controlled by THE ARC OF INDIANA INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403199349304440
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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