SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Indiana Philanthropy Alliance Inc
 
Employer identification number

35-1835134
Return Reference Explanation
Form 990, Part III, Line 4d Description of other program services (Expenses $ 33,436 including grants of $ 0)(Revenue $ 0) 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.
Form 990, Part III, Line 4d Description of other program services (Expenses $ 15,622 including grants of $ 0)(Revenue $ 28,310) 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.
Form 990, Part V, Line 2a Indiana Philanthropy Alliance does not file any W-2s as all employees are outsourced from a professional employment organization (PEO). The number reported on this line represents the number of employees the filing organizations leased from the PEO. Indiana Philanthropy Alliance reimburses the professional employment organization for the employees' compensation and the reimbursements are reported on 990 Part VII, Section A and 990 Part IX, Lines 5 - 10.
Form 990, Part VI, Line 15b The organization does not compensate any other officers or key employees. Therefore, this line was answered no in accordance with the instructions.
Form 990, Part VI, Line 1a Material differences in voting rights The Executive Committee members shall include, but not necessarily be limited to, the officers of the Corporation. All members of the Executive Committee shall be active members of the Board of Directors. The Executive Committee is authorized to act on behalf of the Board in between meetings of the Board.
Form 990, Part VI, Line 11b Review of form 990 by governing body In keeping with Indiana Philanthropy Alliance's values of operating in ways that are ethical and transparent, the following policy will guide the organization's compliance with Form 990 submissions: The IRS Form 990 annual tax filing (and other required filings such as 990-T as needed) shall be reviewed and approved by the President/CEO and the IPA Board Chair and Board Treasurer (or in either one's absence another member of the IPA Executive Committee) prior to submission. In addition, the full board shall receive a copy of the IRS Form 990 (and other required filings) before submission.
Form 990, Part VI, Line 12c Conflict of interest policy The Indiana Philanthropy Alliance, Inc. conflict of interest policy covers all Indiana Philanthropy Alliance board members, officers and staff. Board members, officers and staff have the responsibility to disclose the existence of any conflict or appearance of a conflict to the President/CEO or the Chair of the Board of Directors at the earliest possible time. The board member, officer or staff with the conflict or potential for appearance of conflict is expected to excuse himself or herself from any involvement in any decision related to the matter. This does not prevent a board member, officer or staff member from briefly stating his/her position in the matter, or from answering pertinent questions related to the matter.
Form 990, Part VI, Line 15a Process to establish compensation of top management official The President/CEO is selected by the Indiana Philanthropy Alliance board and is responsible to the board for the operation of the organization. The board approves the CEO's compensation and benefits per the recommendation of the Executive Committee, and conducts an annual review of the CEO's performance. Any board members with a potential conflict of interest must recuse themselves from the compensation recommendation. A review of Executive compensation paid by comparable nonprofit and for-profit organizations for functionally comparable positions is conducted to support the Board's compensation decisions and to guard against any excess benefit transaction. This process is documented.
Form 990, Part VI, Line 19 Required documents available to the public The governing documents, conflict of interest policy and financial statements are available upon request.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue All other expenses - Total Revenue: 3364, Related or Exempt Function Revenue: 3364, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


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Software Version: 2023v5.1