Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
JUNIOR LEAGUE OF INDIANAPOLIS INC
Employer identification number
35-6107083
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
165,509
130,733
668,636
147,766
172,307
1,284,951
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
7,707
7,707
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
472,593
446,142
418,825
408,370
497,946
2,243,876
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
0
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
0
6
Total. Add lines 1 through 5.
638,102
584,582
1,087,461
556,136
670,253
3,536,534
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
0
0
0
0
0
0
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
0
0
0
0
0
0
c
Add lines 7a and 7b..
0
0
0
0
0
0
8
Public support (Subtract line 7c from line 6.)
3,536,534
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
638,102
584,582
1,087,461
556,136
670,253
3,536,534
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
60,926
209,013
170,736
221,087
259,788
921,550
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
0
c
Add lines 10a and 10b.
60,926
209,013
170,736
221,087
259,788
921,550
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
0
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
12,770
0
10,447
5,956
11,139
40,312
13
Total support. (Add lines 9, 10c, 11, and 12.)..
711,798
793,595
1,268,644
783,179
941,180
4,498,396
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
78.620 %
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
81.840 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
20.480 %
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
17.340 %
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
13000248
Software Version:
2013v3.1
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
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 to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
JUNIOR LEAGUE OF INDIANAPOLIS INC
Employer identification number
35-6107083
Return Reference
Explanation
Form 990, Part VI, Sec A, Line 1a, Delegate broad authority to a committee
THE PRESIDENT, PRESIDENT ELECT, SECRETARY, AND TREASURER SHALL CONSTITUTE THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER OF THE BOARD OF DIRECTORS BETWEEN MEETINGS. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE SUBMITTED TO THE BOARD OF DIRECTORS FOR RATIFICATION AT ITS NEXT MEETING.
Form 990, Part VI, Sec A, Line 4, Significant changes to organizational documents
BY-LAWS WERE AMENDED IN FEBRUARY 2014 TO ALLOW THE LEAGUE TO MOVE FORWARD IN SEGREGATING GOVERNANCE AND MANAGEMENT DUTIES. ADDITIONAL AMENDMENTS WERE MADE IN FEBRUARY 2015. THE CHANGE IN THE COMPOSITION OF THE BOARD OF DIRECTORS AND ESTABLISHMENT OF THE FIRST MANAGEMENT COUNCIL WILL OCCUR IN THE 2015-2016 LEAGUE YEAR.
Form 990, Part VI, Sec A, Line 6, Classes of members or stockholders
THE CLASSES OF MEMBERSHIP ARE AS FOLLOWS: A. PROVISIONAL PROVISIONAL MEMBERS ARE THOSE WHO ARE ENGAGED IN TRAINING ESTABLISHED BY THIS JUNIOR LEAGUE TO PREPARE THEM FOR EFFECTIVE COMMUNITY AND LEAGUE INVOLVEMENT. THEY ARE NOT ELIGIBLE TO VOTE OR HOLD OFFICE. PROVISIONAL MEMBERS SHALL BE REQUIRED TO COMPLETE A PROVISIONAL COURSE. B. ACTIVE 1. ACTIVE MEMBERS ARE THOSE WHO HAVE COMPLETED PROVISIONAL TRAINING AND JUSTIFY ACTIVE MEMBERSHIP BY DEMONSTRATING VOLUNTEER SERVICE TO THE COMMUNITY AND THE LEAGUE, WHILE FULFILLING THE MEMBERSHIP REQUIREMENTS OF THIS LEAGUE. 2. THERE SHALL BE NO AGE LIMIT FOR ACTIVE MEMBERSHIP. 3. EACH ACTIVE MEMBER IN GOOD STANDING SHALL HAVE ONE VOTE ON QUESTIONS COMING BEFORE THE MEMBERSHIP. C. SUSTAINING SUSTAINING MEMBERS ARE THOSE WHO HAVE BEEN GRANTED SUSTAINING STATUS, WHO HAVE FULFILLED THE ACTIVE MEMBERSHIP REQUIREMENTS OF THIS LEAGUE AND WHO CONTINUE TO SUPPORT THE LEAGUE AND COMMUNITY. D. HONORARY HONORARY MEMBERS ARE THOSE WHO, WHETHER BECAUSE OF THEIR SERVICE TO THIS LEAGUE OR TO THEIR COMMUNITY HAVE BEEN GRANTED HONORARY MEMBERSHIP IN THIS LEAGUE BY THE BOARD OF DIRECTORS. HONORARY MEMBERS SHALL BE ENTITLED TO ALL PRIVILEGES OF MEMBERSHIP EXCEPT THAT THEY MAY NOT PROPOSE OR ENDORSE PROSPECTIVE MEMBERS (EXCEPT THOSE HONORARY MEMBERS WHO WERE ONCE ACTIVES), HOLD OFFICE, VOTE, OR TRANSFER HONORARY MEMBERSHIP TO ANOTHER LEAGUE. ANY CHARGES OR DUES PAYABLE TO THE ASSOCIATION ON ACCOUNT OF SUCH HONORARY MEMBERSHIPS SHALL BE PAID IN FULL BY THIS LEAGUE.
Form 990, Part VI, Sec A, Line 7a, Members or stockholders electing members of governing body
THE NOMINATING COMMITTEE SHALL PRESENT A SLATE OF ONE CANDIDATE FOR EACH OPEN OFFICE ON THE BOARD OF DIRECTORS OR THE MANAGEMENT COUNCIL. ADDITIONAL NOMINATIONS FOR ANY SLATED POSITION MAY BE MADE IN WRITING BY 10% OF THE ACTIVE MEMBERS WITH THE WRITTEN CONSENT OF THE NOMINEE. THEY SHALL BE RECEIVED BY THE NOMINATING CHAIR AT LEAST TWO WEEKS PRIOR TO THE ELECTION MEETING HELD IN APRIL AND SHALL BE MAILED BY HER TO EACH ACTIVE MEMBER AT LEAST ONE WEEK PRIOR TO THAT MEETING. THEY SHALL BE PRESENTED WITH THE SLATE AT THAT MEETING. THE SLATE PRESENTED BY THE NOMINATING COMMITTEE SHALL BE VOTED UPON BY THE ACTIVE MEMBERS AT THE ELECTION MEETING HELD IN APRIL.
Form 990, Part VI, Sec A, Line 7b, Decisions requiring approval by members or stockholders
BYLAWS MAY BE AMENDED BY A TWO-THIRDS AFFIRMATIVE VOTE OF THE ACTIVE MEMBERS PRESENT AND VOTING AT ANY MEETING OF THIS LEAGUE, PROVIDED THE PROPOSED AMENDMENT SHALL HAVE BEEN MAILED TO EACH ACTIVE MEMBER AT HER ADDRESS APPEARING ON THE RECORDS OF THE LEAGUE AT LEAST TWO WEEKS PRIOR TO THE MEETING. NOTWITHSTANDING, THE BOARD OF DIRECTORS SHALL HAVE THE POWER TO AMEND THE BYLAWS TO MAKE ANY CHANGE: (A) REQUIRED BY THE ASSOCIATION; OR (B) THAT THE BOARD DEEMS NECESSARY OR REQUIRED TO COMPLY WITH AN AMENDMENT TO THE INDIANA NOT FOR PROFIT CORPORATION ACT OF 1971 OR ITS SUCCESSOR NONPROFIT CORPORATION STATUTE. SUCH AMENDMENTS SHALL BE REPORTED TO THE MEMBERSHIP, BUT SHALL NOT REQUIRE MEMBERSHIP APPROVAL.
Form 990, Part VI, Sec B, Line 11b, Review of form 990 by governing body
THE FISCAL YEAR 2015 TREASURER AND PRESIDENT REVIEWED THE FORM 990 IN DETAIL PRIOR TO FILING WITH THE IRS. ADDITIONALLY, A COPY WAS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW AND COMMENT PRIOR TO FILING WITH THE IRS.
Form 990, Part VI, Sec B, Line 12c, Conflict of interest policy
THE POLICY IS APPLICABLE TO ALL BOARD MEMBERS AND MEMBERS WITH DELEGATED AUTHORITY. IF A BOARD MEMBER HAS A CONFLICT OF INTEREST, SHE MUST ABSTAIN FROM VOTING ON THAT MATTER. ADDITIONALLY, A MEMBER MAY NOT INFLUENCE THE VOTE WHERE A CONFLICT EXISTS. ACTUAL OR POTENTIAL CONFLICTS OF INTEREST MUST BE DISCLOSED TO THE BOARD OF DIRECTORS OR COMMITTEE CONSIDERING A PROPOSED CONTRACT OR TRANSACTION. THIS DISCLOSURE MUST INCLUDE THE EXISTENCE AND NATURE OF THE MEMBER'S FINANCIAL AND/OR PERSONAL INTEREST. COMPLIANCE IS MONITORED ANNUALLY AT THE BEGINNING OF THE BOARD SERVICE YEAR.
FORM 990, PART VI, LINE 15A, PROCESS FOR DETERMINING COMPENSATION
THE ORGANIZATION IS RUN BY VOLUNTEERS AND BOARD MEMBERS. THERE IS ONE ADMINISTRATIVE EMPLOYEE WHO PROVIDES SUPPORT FOR THE ORGANIZATION, BUT THIS EMPLOYEE IS NOT A DIRECTOR, OFFICER OR KEY EMPLOYEE. THEREFORE, THIS QUESTION HAS BEEN ANSWERED "NO" IN ACCORDANCE WITH THE FORM INSTRUCTIONS.
FORM 990, PART VI, LINE 15B, PROCESS FOR DETERMINING COMPENSATION
THE ORGANIZATION IS RUN BY VOLUNTEERS AND BOARD MEMBERS. THERE IS ONE ADMINISTRATIVE EMPLOYEE WHO PROVIDES SUPPORT FOR THE ORGANIZATION, BUT THIS EMPLOYEE IS NOT A DIRECTOR, OFFICER OR KEY EMPLOYEE. THEREFORE, THIS QUESTION HAS BEEN ANSWERED "NO" IN ACCORDANCE WITH THE FORM INSTRUCTIONS.
Form 990, Part VI, Sec C, Line 19, Required documents available to the public
GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICES.
Form 990 , Part XI, Line 9, Other changes in net assets or fund balances
REFUND OF PRIOR COMMUNITY FUNDING - 55384;
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.
OTHER=OTHER DONATED ITEMS : COMBINATION OF BOTH METHODS
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.
OTHER=FOOD AND DRINK : COMBINATION OF BOTH METHODS
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.
OTHER=SHOPPING BAGS : NUMBER OF CONTRIBUTIONS
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.
OTHER=SUGAR SCRUB FAVORS : NUMBER OF ITEMS RECEIVED
Schedule M, part I, column (b), Line 1, Number of contributions or items contributed.
NUMBER OF ITEMS RECEIVED
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.
OTHER=OTHER DONATED ITEMS : COMBINATION OF BOTH METHODS
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.