Indiana Planning Association
Nonprofit profile at a glance
- EIN
- 521296763
- IRS 990-EZ coverage
- 2018–2025
- Forms available
- Form 990 2017, Form 990-EZ 2025, Form 990-T 2025
- Location
- Indianapolis, IN, USA
- Phone
- 3176345963
- Rating
- 57
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $122,487
- Expenses
- $104,664
- Assets
- $176,012
- Liabilities
- $80
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- TY ADLEY (PRESIDENT ELECT)
- PHILIP ROTH (PRESIDENT)
People named in this filing
- TY ADLEY (PRESIDENT ELECT)
- PHILIP ROTH (PRESIDENT)
- DARRIN JACOBS (TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Represent planning interests in Indiana through promotion, development, assistance, education, participation, and support of statewide members.
What it reported doing in 2025
Joint conference with Ohio and Kentucky providingcontinuing education for members throughout regionduring the fall.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 36
- Transparency & Controls: 82
- Sustainability: 65
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 33.3%; rating input score 33
- Program expense ratio: 39.9%; rating input score 40
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 14.6%; rating input score 64; 64th percentile among comparable filings
- Total-asset coverage ratio: 1.68; rating input score 75; 75th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 47; 47th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 14.7% per year; rating input score 100; 68th percentile among comparable filings
- Revenue growth: -11.2% per year; rating input score 0; 4th percentile among comparable filings
- Asset growth: 2.3% per year; rating input score 100; 33rd percentile among comparable filings
Details
- Where the money goes: 33.3% of revenue deployed · 39.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $42K in reported program spending
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 7 filing years from 2018 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 33/100.
- Moderate — Financial Efficiency: Program expense ratio scored 40/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 47/100.