SELF-ADVOCATES OF INDIANA: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SELF-ADVOCATES OF INDIANA (EIN 82-0540488)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202423189349205702
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T17:33:46-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820540488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELF ADVOCATES OF INDIANA INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O THE ARC OF INDIANA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SELF | BusinessNameControlTxt |
| Phone | 3179772375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 143 W MARKET ST 200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NOAH UPCHURCH | PersonNm |
| Person Title | PRESIDENT- CURRENT | PersonTitleTxt |
| Phone | 3179772375 | PhoneNum |
| Signature | 2024-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASSE TATE | PreparerPersonNm |
| PTIN | P01271193 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2024-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | WWW.SAIND.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $125,914 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $125,623 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $291 | InvestmentIncomeAmt |
| Total Revenue | $125,914 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $2,128 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $2,078 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $127,953 | OtherExpensesTotalAmt |
| Total Expenses | $132,159 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$6,245 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | -$72,279 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $155,081 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $76,557 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,644 | BOYAmt |
| EOY | $86,119 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,310 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,644 | BOYAmt |
| EOY | $87,429 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,923 | BOYAmt |
| EOY | $10,872 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$72,279 | BOYAmt |
| EOY | $76,557 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | SELF-ADVOCATES OF INDIANA BELIEVES THAT ALL PEOPLE WITH DISABILITIES HAVE THE RIGHT TO LIVE, LAUGH AND HAVE HAPPINESS IN EVERYTHING WE DO. OUR MISSION IS TO ADVOCATE, EDUCATE, CELEBRATE, AND EMPOWER PEOPLE WITH DISABILITIES TO BECOME MORE EFFECTIVE DECISION MAKERS, HAVE MORE INDEPENDENCE, AND TO PROMOTE EMPLOYMENT FOR ALL. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| SELF-ADVOCATES OF INDIANA IS THE STATE'S LARGEST SELF-ADVOCACY ORGANIZATION AND IS RECOGNIZED AS THE SUBJECT MATTER EXPERTS FOR DISABILITY RIGHTS IN THE STATE OF INDIANA. SAI MEMBERS SIT ON OVER 14 STATEWIDE ADVISORY COUNCILS, WORKGROUPS, AND COMMISSIONS IN AN ELECTED AND GOVERNOR APPOINTED CAPACITY. | $0 | $111,698 |
| SAI PROVIDES IN PERSON AND VIRTUAL EDUCATIONAL TRAININGS ABOUT ABLEISM, ACCESSIBILITY, ALTERNATIVES TO GUARDIANSHIP, COMPETITIVE INTEGRATED EMPLOYMENT, VOTING RIGHTS, AND VARIOUS OTHER TOPICS RELATED TO DISABILITY. THESE TRAININGS ARE ALL LED BY AN INDIVIDUAL WITH IDD. SAI ALSO PROVIDES LEADERSHIP AND TRAINING OPPORTUNITIES AT THE STATE AND NATIONAL LEVEL. MEMBERS OF SAI ARE TAUGHT ADVOCACY SKILLS AND HOW TO CHAMPION LEGISLATION THAT EMPOWERS PEOPLE WITH DISABILITIES TO LIVE INTEGRATED AND FULL LIVES. | $0 | $12,937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $124,635 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| ASHLEY PORTER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| CLAIRE VANWASSENHOVE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| COURTNEY CLARK | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| DANIE'L MIZE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIK SMITH | ||||
| SERGEANT-AT-ARMS | 1.00 | $0 | $0 | $0 |
| LEANN DUSENBERRY | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| LEXI WESTERFIELD | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| LIZZY DREW | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MEGAN BURGER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MELODY COOPER | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| NICK PARKER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| NICKI HINKLE | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 143 W MARKET STREET STE 200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3179772375 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,989 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,623 | CurrentTaxYearAmt |
| Total | $256,247 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,989 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,623 | CurrentTaxYearAmt |
| Total | $256,247 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,684 | SubstantialContributorsTotAmt |
| Public Support Total170 | $246,563 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $207 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $291 | CurrentTaxYearAmt |
| Total | $631 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,914 | CurrentTaxYearMinus4YearsAmt |
| Total | $8,914 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $265,792 | TotalSupportAmt |
| Public Support CY170 | 0.92770 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85600 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2019 AMOUNT: $ 8,914. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST. AMOUNT: 291. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BOARD MEETING EXPENSE. AMOUNT: 4,900. DESCRIPTION: CONFERENCE EXPENSES. AMOUNT: 321. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 160. DESCRIPTION: TRAINING EXPENSE. AMOUNT: 2,180. DESCRIPTION: TRAVEL. AMOUNT: 12,937. DESCRIPTION: MISCELLANEOUS. AMOUNT: 2,221. DESCRIPTION: FUNDRAISING EXPENSES. AMOUNT: 18,410. DESCRIPTION: COMMITTEE MEETINGS EXPENSE. AMOUNT: 50. DESCRIPTION: PARKING. AMOUNT: 27. DESCRIPTION: SHARED SERVICES. AMOUNT: 86,747. TOTAL TO FORM 990-EZ, LINE 16: 127,953. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: CASH TO ACCRUAL ADJUSTMENT 12/31/2022. AMOUNT: 155,081. |
| FORM 990-EZ, PART I, LINE 20, CHANGES IN NET ASSETS: | AS OF THE 2023 TAX FILING THE ORGANIZATION HAS ELECTED TO REPORT SELF-ADVOCATES OF INDIANA, INC. 82-0540488 ON THE ACCRUAL BASIS OF ACCOUNTING, WHICH IS THE SAME AS THE INTERNAL FINANCIAL STATEMENTS. THE TAX RETURN REPORTED ON THE CASH BASIS OF ACCOUNTING FOR THE PRIOR YEAR ENDED DECEMBER 31, 2022. THE CHANGE IN NET ASSETS ON FORM 990-EZ, LINE 20 IS $155,081. THIS IS AN ADJUSTMENT RELATED TO THE 12/31/2022 BALANCES OF $165,184 IN GRANTS RECEIVABLE, $2,000 IN ACCOUNTS RECEIVABLE, AND $12,103 IN ACCOUNTS PAYABLE. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,310. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: DUE TO AFFILIATE. BEG. OF YEAR AMOUNT: 99,923. END OF YEAR AMOUNT: 4,527. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,345. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |