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Nonprofiteer
← INDIANA PHILANTHROPY ALLIANCE INC

Form 990 for tax year 2022

Filed by INDIANA PHILANTHROPY ALLIANCE INC.

Totals

Total revenue
$3,525,253
Total expenses
$2,565,536
Contributions and grants received
$3,079,050
Grants paid
$363,442
Program service revenue
$330,341
Investment income
$107,492
Other revenue
$8,370
Total assets, end of year
$3,615,584
Total liabilities, end of year
$1,001,440
Net assets or fund balances, end of year
$2,614,144
Program services expenses (Part IX)
$1,941,844
Management and general expenses
$623,692
Fundraising expenses
$0
Program service expenses (Part III)
$1,941,844

Program services were 75.7% 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.

  • 1b · Membership dues

    $562,661

  • 1d · Related organizations

    $1,968,427

  • 1f · All other contributions, gifts and grants

    $547,962

  • 2a · Program service revenue: Education & Resources

    total $284,666 · related or exempt $284,666

  • 2b · Program service revenue: Mutz Institute

    total $29,500 · related or exempt $29,500

  • 2c · Program service revenue: Gift Technnical Assist

    total $16,175 · related or exempt $16,175

  • 3 · Investment income

    total $106,737 · excluded $106,737

  • 7a · Gross sales of assets other than inventory

    securities $10,000

  • 7b · Less cost or other basis and sales expenses

    securities $9,245

  • 7c · Gain or loss

    securities $755

  • 7d · Net gain or loss

    total $755 · excluded $755

  • 11d · All other revenue

    total $8,370 · related or exempt $8,370

  • 11e · Other revenue, total

    $8,370

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $363,442 · program services $363,442

  • 5 · Compensation of officers, directors and key employees

    total $228,041 · program services $177,872 · management and general $50,169

  • 7 · Other salaries and wages

    total $794,682 · program services $619,852 · management and general $174,830

  • 8 · Pension plan contributions

    total $73,178 · program services $57,079 · management and general $16,099

  • 9 · Other employee benefits

    total $81,892 · program services $63,876 · management and general $18,016

  • 10 · Payroll taxes

    total $71,737 · program services $55,955 · management and general $15,782

  • 11b · Fees: legal

    total $7,904 · program services $7,904

  • 11c · Fees: accounting

    total $96,720 · management and general $96,720

  • 11d · Fees: lobbying

    total $34,806 · program services $34,806

  • 11g · Fees: other

    total $124,801 · program services $124,795 · management and general $6

  • 13 · Office expenses

    total $69,985 · program services $58,745 · management and general $11,240

  • 14 · Information technology

    total $48,920 · program services $38,158 · management and general $10,762

  • 16 · Occupancy

    total $130,407 · program services $101,717 · management and general $28,690

  • 17 · Travel

    total $7,280 · program services $7,280

  • 19 · Conferences, conventions and meetings

    total $197,612 · program services $178,252 · management and general $19,360

  • 23 · Insurance

    total $11,142 · program services $8,691 · management and general $2,451

  • 24a · Other expenses: Moving Expenses

    total $160,334 · management and general $160,334

  • 24b · Other expenses: Dues & Memberships

    total $20,941 · program services $1,710 · management and general $19,231

  • 24e · All other expenses

    total $41,712 · program services $41,710 · management and general $2

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $173,932 · end of year $190,797

  • 2 · Savings and temporary cash investments

    beginning of year $456,245 · end of year $391,873

  • 4 · Accounts receivable

    beginning of year $5,625 · end of year $25,314

  • 8 · Inventories for sale or use

    beginning of year $9,125

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,155 · end of year $19,207

  • 10a · Land, buildings and equipment: cost or other basis

    $59,401

  • 10b · Land, buildings and equipment: accumulated depreciation

    $31,089

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $28,312

  • 11 · Investments: publicly traded securities

    beginning of year $1,439,269 · end of year $1,259,515

  • 12 · Investments: other securities

    end of year $888,023

  • 15 · Other assets

    beginning of year $0 · end of year $812,543

  • 17 · Accounts payable and accrued expenses

    beginning of year $30,031 · end of year $109,004

  • 19 · Deferred revenue

    beginning of year $137,387 · end of year $71,852

  • 25 · Other liabilities

    beginning of year $0 · end of year $820,584

  • 27 · Net assets without donor restrictions

    beginning of year $1,645,494 · end of year $1,667,755

  • 28 · Net assets with donor restrictions

    beginning of year $286,439 · end of year $946,389

Mission and programs · 2022

Mission

Our mission is to champion, support and connect our members as they transform Indiana through effective philanthropy.

Activities or mission (Part I)

Champion, support and connect members as they transform Indiana through effective philanthropy.

  • Gift Technical Assistance Program - provide technical assistance, training, materials and resources to the more than 90 community foundations and affiliate funds participating in the gift (giving Indiana funds for tomorrow) initiative. In 2022, there were approximately 430 participants at 16 webinars/trainings. There were 89 attendees at 2 "Boot camps" - basic training for community foundation and board and staff members and 302 technical assistance visits/consultations. There were 26 in-person visits in 2022 to Community Foundations.

    Expenses $743,252 · Revenue $16,175

  • Member Services - Indiana Philanthropy Alliance (IPA) encourages an organized and knowledgeable philanthropy sector that is acknowledged for its impact on key issues affecting Indiana. During 2022, IPA held multiple networking/peer gatherings across the state, produced 52 e-newsletters for members, tracked state and national legislation affecting the sector, facilitated meetings for members with state and congressional elected officials, supported a website and provided technical assistance and web-based access to vetted technical and professional resources. IPA achieved a 94% member retention during 2022.Grantmaker Education and Resources - Indiana Philanthropy Alliance (IPA) makes available educational programs designed to fulfill the professional development needs of members by providing quality and diverse educational opportunities at an affordable price, to as many members of the Alliance as possible. During 2022, IPA provided 143 grantmaker education programs, Issue Collaborative meetings, and Peer Community convenings. There were 3,458 attendees at IPA programs and 395 unique organizations represented. IPA's website includes an online searchable knowledgebase of resources across a wide range of topics for foundations and grantmaking organizations. Indiana Philanthropy Alliance also offers Community Foundation Boot Camp virtually, to foundations across the country.

    Expenses $671,244 · Revenue $293,036

  • The community foundation internships program provides Indiana community foundations, participating in the GIFT program, grant dollars to hire college students attending an accredited college or university in Indiana. The purpose of the program is to provide operational support for the community foundations while providing real-life work experiences for the interns. The interns' experiences enriches their educational and personal development in addition to increasing their awareness of the important roles community foundation and philanthropy play in a community's quality of life. In 2022, there were 49 community foundations and affiliates that provided 122 college internship opportunities.

    Expenses $428,899 · Grants $363,442

  • The John Mutz Philanthropic Leadership Institute identifies and develops transformational philanthropic leaders in Indiana. This cohort-based program provides a continuing education training experience that prepares future leaders for board and executive roles at foundations and corporations serving communities across Indiana. The class of 2022 featured 23 graduates from 7 counties in Indiana.

    Expenses $63,643 · Revenue $29,500

  • Public Policy - IPA's advocacy efforts in 2022 included monitoring relevant state and federal legislation and providing information to members about the status via emails, electronic newsletters, and information posted on the IPA website; active lobbying with members of the state legislature and congress on topics related to philanthropy and charitable giving; creating informational materials about the roles and impact of Indiana foundations to educate elected officials; and arranging virtual and in-person visits with elected officials to share information about IPA and member foundations, as well as discuss potential public policies affecting philanthropy.

    Expenses $34,806

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Richard Haddad

    Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Cheryl Taylor

    Vice Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Stephanie Overbey

    Secretary

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Tim Murphy

    Treasurer

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Shannon Borden

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jill Carpenter

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dan Davis

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rachel Goodspeed

    Director

    Total calculated
    $0
    Hours/week
    1

  • Thomas Major Jr

    Director

    Total calculated
    $0
    Hours/week
    1

  • Pamela Ross

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jeff Small

    Director

    Total calculated
    $0
    Hours/week
    1

  • Margaret A Spartz

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jenna Wachtmann

    Director

    Total calculated
    $0
    Hours/week
    1

  • Brienne Hooker

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bill Stanczykiewicz

    Director

    Total calculated
    $0
    Hours/week
    1

  • Claudia Cummings

    President/CEO

    Total calculated
    $227,280
    From this org
    $183,250
    From related orgs
    $0
    Other
    $44,030
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $183,209
    Bonus
    $0
    Other
    $41
    Deferred
    $19,623
    Nontaxable benefits
    $25,169
    Filer's total
    $228,042

  • Holly Davis

    VP External Relations

    Total calculated
    $128,632
    From this org
    $103,537
    From related orgs
    $0
    Other
    $25,095
    Hours/week
    40

  • Amy Haacker

    VP Community Foundation Programs

    Total calculated
    $155,489
    From this org
    $130,485
    From related orgs
    $0
    Other
    $25,004
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,458
    Bonus
    $0
    Other
    $27
    Deferred
    $13,231
    Nontaxable benefits
    $12,535
    Filer's total
    $156,251

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 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

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 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.

Provenance

Return type
form_990
Tax year
2022
Filed
6 November 2023
IRS schema version
2022v5.0
Source object
202323109349300232

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

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