Form 990 for tax year 2023

Totals

Total revenue

$3,654,444

Total expenses

$2,430,921

Contributions and grants received

$3,243,685

Grants paid

$234,749

Program service revenue

$247,352

Investment income

$160,043

Other revenue

$3,364

Total assets, end of year

$5,736,804

Total liabilities, end of year

$1,807,065

Net assets or fund balances, end of year

$3,929,739

Program services expenses (Part IX)

$1,876,792

Management and general expenses

$554,129

Fundraising expenses

$0

Program service expenses (Part III)

$1,876,792

Program services were 77.2% 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.

Mission and programs · 2023

• 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 2023, the program's 43 training events encompassed nearly 900 participants serving communities throughout Indiana. There were 136 attendees at three "Boot Camps"-basic training for community foundation and board and staff members-and 409 GIFT technical assistance in-person and virtual consultations ranging in scope, issue area, and complexity.

  Expenses $880,506 · Revenue $23,490

• Member Services : Indiana Philanthropy Alliance (IPA) fosters a collaborative and knowledgeable philanthropic sector that is empowered to address society's most pressing challenges. During 2023, IPA held multiple networking/peer gatherings across the state and produced 104 member 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. With a 88% membership retention rate in 2023, IPA continues to fortify its commitment to empowering impactful philanthropy in Indiana. 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 2023, IPA provided 89 grantmaker education programs, Issue Collaborative meetings, and Peer Community convenings to expand its member's horizons and networks. There were 2,055 attendees at IPA programs. 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.

  Expenses $637,479 · Revenue $198,916

• 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 2023, 34 community foundations and affiliates offered 77 college internships.

  Expenses $309,749 · Grants $234,749

• Public Policy : In 2023, 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 lobbying with members of the state legislature and Congress on topics related to philanthropy and charitable giving. IPA's policy-related efforts included producing informational materials to educate elected officials about Indiana foundations' pivotal role and impact. From an events perspective, IPA facilitated virtual and in-person meetings to share information about IPA and member foundations and discuss potential public policies affecting philanthropy.

  Expenses $33,436

• 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 2023 class, comprising 23 graduates from 15 Indiana counties, exemplifies IPA's commitment to nurturing transformative leadership that drives positive change in communities across the state.

  Expenses $15,622 · Revenue $28,310

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

• Ripley County Community Foundation Inc

  $22,199

  Intern Program

• Wabash Valley Community Foundation Inc

  $18,745

  Intern Program

• Northern Indiana Community Foundation

  $11,586

  Intern Program

• Benton County Community Foundation Inc

  $11,232

  Intern Program

• Montgomery County Community Foundation Inc

  $10,775

  Intern Program

• The Community Foundation of Muncie & Delaware County Inc

  $9,730

  Intern Program

• Community Foundation of Grant Co

  $9,516

  Intern Program

• Warren County Community Foundation Inc

  $9,377

  Intern Program

• Blue River Community Foundation

  $8,764

  Intern Program

• Steuben County Community Foundation Inc

  $8,535

  Intern Program

The 10 largest by cash amount. The API serves every itemized grant.

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.

• Indiana Philanthropy Alliance Foundation

  501(c)(3) · Supporting Organization · IN · controlled entity

  Directly controlled by Indiana Philanthropy Alliance Inc

Provenance

Return type

form_990

Tax year

2023

Filed

8 November 2024

IRS schema version

2023v5.1

Source object

202443139349303354

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.