Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 773,300 | 559,525 | 980,785 | 764,889 | 503,575 | 3,582,074 |
| 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 | 773,300 | 559,525 | 980,785 | 764,889 | 503,575 | 3,582,074 |
| 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. | 3,582,074 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 773,300 | 559,525 | 980,785 | 764,889 | 503,575 | 3,582,074 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 620 | 2,460 | 2,504 | 4,080 | 3,714 | 13,378 |
| 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 VI.).. | 1,575 | 1,575 | ||||
| 11 | Total support. Add lines 7 through 10 | 3,597,027 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 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 | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| 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. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART II, LINE 10 | 1,575 |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE ORGANIZATION SUPPORTS A NETWORK OF ORGANIZATIONS THAT BUILDS VITAL COMMUNITIES AND RESILIENT FAMILIES. THE ORGANIZATION ADVOCATES FOR PUBLIC POLICIES AND ASSISTS THE NETWORK IN DEVELOPING COMPREHENSIVE SOLUTIONS THAT ENGAGE LOCAL LEADERSHIP TO GENERATE PRIVATE AND PUBLIC INVESTMENT. |
| FORM 990, PAGE 2, PART III, LINE 4A | CAPACITY BUILDING: TRAINING AND TECHNICAL ASSISTANCE ARE ALIGNED SERVICES TO BUILD THE CAPACITY OF COMMUNITY ECONOMIC DEVELOPMENT PRACTITIONERS AND THE ORGANIZATIONS EMPLOYING THEM. THE ORGANIZATION DELIVERS A ROBUST PROGRAM OF TRAINING FOR MEMBER ORGANIZATION STAFF AND OTHERS IN THE COMMUNITY DEVELOPMENT FIELD. TRAINING TOPICS ADDRESS THE DIVERSITY OF TECHNICAL AND ADAPTIVE KNOWLEDGE NECESSARY TO MANAGE ORGANIZATIONS, EXERCISE LEADERSHIP, AND DELIVER OUTCOMES. TECHNICAL ASSISTANCE IS LONG- TERM, ONE-ON-ONE CONSULTING SUPPORT. STAFF PROVIDE A DEPTH OF EXPERIENCE AND KNOWLEDGE. THE ORGANIZATION PROVIDES TECHNICAL ASSISTANCE IN THE FOLLOWING CATEGORICAL AREAS: BOARD GOVERNANCE, FINANCIAL MANAGEMENT, PLANNING, PROGRAM/PROJECT DEVELOPMENT AND DELIVERY, RESOURCE DEVELOPMENT, STAFF DEVELOPMENT, AND STAFF MANAGEMENT SERVICES. AMERICORPS MEMBERS SERVE WITH PROSPERITY INDIANA MEMBER ORGANIZATIONS TO PROVIDE CAPACITY BUILDING SUPPORT AROUND INTEGRATING FINANCIAL CAPABILITY. PROSPERITY INDIANA ALSO ACTS AS THE STATEWIDE RESELLER OF LICENSES FOR INSIGHTVISION, A CLOUD-BASED STRATEGY MANAGEMENT SYSTEM THAT HOSTS THE ORGANIZATION'S OUTCOMES PLATFORM. FUNDER: THE ORGANIZATION'S ROLE OF FUNDER AND CAPITAL PROVIDER INVOLVES LEVERAGING ITS STATE AND NATIONAL PARTNERS AND GRANT WRITING EXPERTISE TO SECURE RESOURCES FOR MEMBERS. PLAYING THE ROLE OF FUNDER, THE ORGANIZATION SERVES AS THE FISCAL AGENT, GRANTOR AND PROGRAM MANAGER FOR MEMBER INITIATIVES TO HELP LAUNCH INNOVATION. THE ORGANIZATION IS THE STATEWIDE COORDINATOR FOR A SMALL-DOLLAR FINANCIAL PRODUCT, DELIVERED BY LOCAL COMMUNITY LOAN CENTERS, THAT PROVIDES AN ALTERNATIVE TO PAYDAY LENDING. SUPPORT INCLUDES HELPING THESE ORGANIZATIONS RAISE LENDING CAPITAL. |
| FORM 990, PAGE 2, PART III, LINE 4B | MEMBER SERVICES: COMMUNITY BUILDING AND CONNECTING IS THE ORGANIZATION'S WORK TO NETWORK AND UNITE MEMBERS. THE ORGANIZATION USES A NUMBER OF STRATEGIES TO ACCOMPLISH THIS, INCLUDING THE ORGANIZATION'S BLOG AND SOCIAL NETWORKS, THE MONTHLY NEWSLETTER, PIECE OF THE PI (FORMERLY REBUILDING INDIANA MONTHLY), PEER-TO-PEER NETWORKS, AN ANNUAL CONFERENCE, AND MEMBER CONVENINGS. THE ORGANIZATION CONVENES AND SUPPORTS AFFINITY GROUPS TO FACILITATE PEER-TO-PEER LEARNING. MEMBERS MEET IN SUBJECT AREA COMMUNITIES OF PRACTICE TO JOINTLY IDENTIFY OPPORTUNITIES AND SOLVE PROBLEMS. ANOTHER WAY THE ORGANIZATION PROVIDES THIS TYPE OF CONNECTIVITY AMONGST ORGANIZATIONS IS THROUGH ITS PROGRAM MANAGEMENT OF THE INDIANA ASSETS AND OPPORTUNITY NETWORK ("A&O"). A&O SEEKS TO FACILITATE INTERCONNECTEDNESS AMONGST ORGANIZATIONS WORKING TO HELP FAMILIES BUILD ASSETS IN ORDER TO LEVERAGE ADDITIONAL MOMENTUM BY WORKING TOGETHER AND SHARING KNOWLEDGE AND RESOURCES. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE ORGANIZATION HAS ASSOCIATE AND VOTING MEMBERS. ASSOCIATE MEMBERS MAY BE INDIVIDUALS. VOTING MEMBERS MUST BE 501(C)(3) ORGANIZATIONS WITH PRINCIPAL PURPOSES OF EXPANDING THE FACILITIES, SERVICES, AREA INSTITUTIONS, OPPORTUNITIES FOR EMPLOYMENT AND OWNERSHIP, AND OTHER OPERATIONS CONTRIBUTING TO THE ECONOMIC AND SOCIAL WELL-BEING OF THE DISADVANTAGED COMMUNITY AND ITS RESIDENTS. |
| FORM 990, PAGE 6, PART VI, LINE 7A | A SLATE FOR A PROPOSED BOARD OF DIRECTORS IS PRESENTED TO ALL MEMBERS, WHO MAY ADD NAMES. A FINAL SLATE IS PRESENTED TO THE VOTING MEMBERS, WHO THEN ELECT THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 7B | A SLATE FOR A PROPOSED BOARD OF DIRECTORS IS PRESENTED TO ALL MEMBERS, WHO MAY ADD NAMES. A FINAL SLATE IS PRESENTED TO THE VOTING MEMBERS, WHO THEN ELECT THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | DRAFT 990 IS PROVIDED TO THE BOARD FOR REVIEW AND COMMENT. THE DRAFT IS CHANGED/UPDATED FOR ANY BOARD COMMENTS AND FINALIZED FOR FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY OF THE ORGANIZATION IS PROVIDED TO ALL BOARD MEMBERS AND KEY EMPLOYEES AT THE COMMENCEMENT OF THEIR DUTIES AND ANNUALLY THEREAFTER. THEY ARE REQUIRED TO SIGN AN ACKNOWLEDGEMENT STATING THAT THEY HAVE RECEIVED, READ AND UNDERSTAND THE TERMS OF THE POLICY, AND THEY AGREE TO COMPLY WITH SUCH TERMS. THEY ARE REQUIRED TO NOTIFY THE BOARD OF DIRECTORS IN WRITING OF ANY CONFLICTS OF INTEREST. CONFLICTS ARE HANDLED ACCORDING TO THE PROCEDURES ESTABLISHED IN THE POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS DETERMINES ALL SALARY RANGES THROUGH COMPARISON TO OTHER ASSOCIATIONS. THE BOARD OF DIRECTORS DETERMINES THE EXECUTIVE DIRECTOR'S SALARY. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE BOARD OF DIRECTORS DETERMINES ALL SALARY RANGES THROUGH COMPARISON TO OTHER ASSOCIATIONS. THE EXECUTIVE DIRECTOR DETERMINES THE EMPLOYEES' SALARIES IN COMPLIANCE WITH THE APPROVED RANGES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| Software ID: | |
| Software Version: |