2024-10-11T13:49:40-05:00 2023-12-31 351356555 DONOVAN PC 5151 E US HWY 36 AVON IN 46123 990 2023-01-01 351704590 INTEND INDIANA INC INTE 3179248116 1704 BELLEFONTAINE STREET INDIANAPOLIS IN 46202 STEVEN A MEYER CHIEF EXECUTIVE OFFICER 3179248116 2024-10-11 1 0 REX E MILLER CPA CGMA P01081969 3177456411 2024-10-11 2023 2024-10-15 13:58:12Z STEVEN A MEYER 1704 BELLEFONTAINE STREET INDIANAPOLIS IN 46202 7246025 0 X WWW.INTENDINDIANA.ORG X 1987 IN INTEND INDIANA ADVANCES COMPREHENSIVE COMMUNITY DEVELOPMENT THROUGH INNOVATIVE FINANCING AND DEVELOPMENT SOLUTIONS THAT CREATE AND PRESERVE AFFORDABLE HOUSING, SUPPORT NEIGHBORHOOD REVITALIZATION EFFORTS, AND FOSTER SMALL BUSINESS DEVELOPMENT. 12 12 19 12 0 0 6070762 3200335 487412 480627 1655710 1918274 20705 15755 8234589 5614991 39155 58801 0 0 1586547 1714931 0 0 85286 3689606 2714191 5315308 4487923 2919281 1127068 31055042 31069679 6818242 5705811 24236800 25363868 INTEND INDIANA ADVANCES COMPREHENSIVE COMMUNITY DEVELOPMENT THROUGH INNOVATIVE FINANCING AND DEVELOPMENT SOLUTIONS THAT CREATE AND PRESERVE AFFORDABLE HOUSING, SUPPORT NEIGHBORHOOD REVITALIZATION EFFORTS, AND FOSTER SMALL BUSINESS DEVELOPMENT. 0 0 340647 407517 THROUGH ITS BUILD FUND, INTEND INDIANA MADE 5 LOANS TOTALING $615,415.45 TO SMALL BUSINESSES CREATING COMMUNITY IMPACTS THROUGHOUT CENTRAL INDIANA DURING 2023. ALL OF BUILD FUND LOANS WERE MADE TO MINORITY AND WOMEN OWNED BUSINESSES. BUILD FUND ALSO PROVIDED SMALL BUSINESS TECHNICAL ASSISTANCE TO 206 POTENTIAL CLIENTS. 1604521 379054 THROUGH EDGE FUND, INTEND INDIANA CLOSED 6 HOMEPOWER LOANS TOTALING $874,600.00, 6 FORGIVABLE 2ND MORTGAGES TOTALING $540,000, PROVIDED AFFORDABLE REFINANCING LOANS TOTALING $2,016,559.90 FOR 17 HOMEOWNERS NEGATIVELY IMPACTED BY COVID-19 THROUGH ITS INDYAMP PROGRAM AND SUPPORTED AN AFFORDABLE MULTIFAMILY HOUSING PROJECT WITH A $2 MILLION LOAN THROUGH ITS BRIDGESMART PROGRAM. 1120531 854260 THROUGH ITS AFFORDABLE HOMEMATTERS PROGRAM, INTEND INDIANA INVESTED $2,002,687 INTO CREATING AFFORDABLE HOUSING STOCK, CREATING 7 NEW CONSTRUCTIONS AND 4 REHABBED SINGLE-FAMILY HOMES. ALL HOMEBUYERS BUYERS SERVED BY THE PROGRAM WERE LOCATED WITHIN AN OPPORTUNITY/FOCUS AREA AND HAD INCOMES AT OR BELOW 80% OF THE AREA MEDIAN INCOME. AMONG THE BUYERS SERVED, 36% IDENTIFIED AS AFRICAN AMERICAN, 45% AS HISPANIC OR LATINO, AND 19% AS CAUCASIAN, WITH 54% BEING FEMALE HEADS OF HOUSEHOLD. AFFORDABLE HOMEMATTERS AWARDED 11 CONSTRUCTION CONTRACTS TO XBE CONTRACTORS TOTALING $2,002,687 WORTH OF XBE CONTRACTS. 545156 58801 166274 545156 58801 166274 3610855 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 26 0 19 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X X ALEX ERVIN 3179248116 1704 BELLEFONTAINE ST INDIANAPOLIS IN 46202 JENN LISAK GOLDING BOD 1.00 X X 0 0 0 ESTHER CARTER-DAY BOD 1.00 X X 0 0 0 NATHAN RINGHAM BOD 1.00 X X 0 0 0 VINCENT ASH BOD 1.00 X 0 0 0 CECEILY BRICKLEY BOD 1.00 X 0 0 0 KEITH BROADNAX BOD 1.00 X 0 0 0 MARY CLARK BOD 1.00 X 0 0 0 TODD COOK BOD 1.00 X 0 0 0 COREY MCLENDON BOD 1.00 X 0 0 0 JIM RAWLINSON BOD 1.00 X 0 0 0 SHAQ THOMAS BOD 1.00 X 0 0 0 MARLON WEBB SR BOD 1.00 X 0 0 0 STEVEN MEYER CHIEF EXECUTIVE OFFICER 40.00 X 187122 0 20155 STEPHANIE QUICK PRESIDENT 40.00 X 174955 0 25267 EVAN TESTER DIRECTOR OF LENDING 40.00 X 119139 0 5956 BENJAMIN HARRIS DIRECTOR OF REAL ESTATE DEVELOPMENT 40.00 X 121483 0 16103 ALEXANDER ERVIN ACCOUNTANT & COMPLIANCE OFFICER 40.00 X 114622 0 5731 717321 0 73212 5 0 1 0 BWI CONTRACTORS LLC 1630 N MERIDIAN ST STE 350 INDIANAPOLIS IN 46202 CONSTRUCTION WORK 1162409 RAYS CONSTRUCTION 14171 REFRESHING GARDEN LANE FISHERS IN 46038 CONSTRUCTION WORK 106325 2 1548073 1652262 3492 3200335 DEVELOPER FEES 531390 428063 428063 ORIGINATION FEES 531390 47464 47464 PROPERTY MANAGEMENT FEE 531310 5100 5100 480627 1192496 739107 453389 119371 106581 12790 12790 12790 154162 2096069 0 1524453 154162 571616 725778 571616 154162 OTHER REVENUE 900099 2965 2965 2965 5614991 1807105 0 607551 58801 58801 407458 287409 103831 16218 1067213 769621 255015 42577 125631 81225 39397 5009 114629 71414 38751 4464 47724 41292 6407 25 52500 52500 7066 7066 295965 262544 29554 3867 68487 39667 23549 5271 201115 159186 37466 4463 53059 42494 9187 1378 15543 10121 4949 473 36622 8696 27429 497 13978 271 13707 151050 150395 609 46 31053 26614 4439 79433 8105 70894 434 PROPERTY DEVELOPMENT AN 671859 671859 PROGRAMMATIC LOAN EXPEN 540000 540000 BAD DEBT EXPENSE 325358 325358 DEVELOPMENT AND TRAININ 40570 11675 28895 82809 44108 38137 564 4487923 3610855 791782 85286 10831366 5345120 962442 1029090 129134 418020 15989082 19623882 79307 76723 995632 503735 522951 491897 1245969 1626978 1063290 2286718 231501 171251 31055042 31069679 611690 840016 4939436 3616879 1267116 1248916 6818242 5705811 X 23805860 25073535 430940 290333 24236800 25363868 31055042 31069679 1127068 0 X X 0 1 X 1 1 1 X 5641944 5406122 5529271 6070762 3200335 25848434 5641944 5406122 5529271 6070762 3200335 25848434 486505 25361929 241054 375292 628944 930768 1311867 3487925 169732 3715 161984 2965 338396 29674755 3037064 0.85470 0.84800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 3,065. 2020 AMOUNT: $ 3,715. 2021 AMOUNT: $ 161,984. 2023 AMOUNT: $ 2,965. SETTLEMENT - 2019 AMOUNT: $ 166,667. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75000 75000 798422 387696 410726 28957 23350 5607 93253 92689 564 491897 INVESTMENTS IN REAL ESTATE 2286718 C 2286718 SECURITY DEPOSITS 9472 REFUNDABLE ADVANCES 600009 OPERATING LEASE LIABILITIES 139435 LINE OF CREDIT 500000 1248916 X 5721572 106581 106581 5614991 0 5614991 4594504 106581 106581 4487923 0 4487923 PART X, LINE 2: PROFESSIONAL ACCOUNTING STANDARDS REQUIRE THE ORGANIZATION TO RECOGNIZE A TAX LIABILITY ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX LIABILITY GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX LIABILITY IS RECORDED. THE ORGANIZATION EXAMINED THIS ISSUE AND DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES OR QUESTIONABLE TAX POSITIONS. THE YEARS ENDED AFTER DECEMBER 31, 2019 ARE OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED NET OF INCOME 106,581. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED NET OF INCOME 106,581. 0 COMMUNITY ALLIANCE OF THE FAR EASTSIDE 8902 E 38TH ST INDIANAPOLIS IN 46226 352018453 501(C)(3) 10000 0 2023 COMMUNITY AWARDS GALA SPONSORSHIP 1 X X X 0 0 0 0 0 0 0 0 0 STEVEN MEYER CHIEF EXECUTIVE OFFICER 171521 0 15601 0 0 0 9530 0 10625 0 207277 0 0 0 STEPHANIE QUICK PRESIDENT 150669 0 24286 0 0 0 8934 0 16333 0 200222 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED ELECTRONICALLY ON THE WEBSITE AND BY MAIL TO ALL BOARD MEMBERS. IT IS THEN DISCUSSED AND APPROVED AT THE MONTHLY BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD MEMBERS AND RELATED PARTIES ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST. THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST DOCUMENT THAT STATES IF THERE IS A CONFLICT THAT THEY WILL NOT PARTICIPATE IN THE ACTIONS INVOLVING DECISIONS IN WHICH SUCH CONFLICTS OCCUR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE PERFORMS THE OVERALL REVIEW FOR THE EXECUTIVE DIRECTOR AND THE SALARY INCREASE/DECREASE IS RECOMMENDED BY THE BOARD PRESIDENT TO THE OVERALL BOARD OF DIRECTORS BASED ON COMPARING EDUCATIONAL LEVEL, SKILL SETS AND PAY SCALE TO OTHER EXECUTIVE DIRECTORS IN INDIANAPOLIS. ALL RECOMMENDATIONS ARE DISCUSSED BY THE FULL BOARD AND INCREASES ARE APPROVED BY THE FULL BOARD. THE EXECUTIVE COMMITTEE REQUESTS WAGE COMPARISON DATA ON RELATED POSITIONS AND PERFORMANCE OUTCOMES BY EMPLOYEE. PROPOSED WAGE INCREASES ARE DETERMINED FROM THE INFORMATION PROVIDED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE ON FILE WITH THE INDIANA SECRETARY OF STATE AND ARE AVAILABLE TO ANY INDIVIDUAL WHO WISHES TO ACCESS THEM AT THAT LOCATION. THE FINANCIAL STATEMENTS ARE POSTED ANNUALLY ON GUIDESTAR. IN ADDITION, DOCUMENTS ARE AVAILABLE FOR INSPECTION AT THE INTEND INDIANA BUSINESS OFFICE UPON REQUEST. FORM 990, PART XII, LINE 2B THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. BUILD FUND LLC 1704 BELLEFONTAINE STREET INDIANAPOLIS IN 46202 BUSINESS LOANS IN 950640 9016982 INTEND INDIANA INC GRAMSE HOLDINGS LLC 1704 BELLEFONTAINE STREET INDIANAPOLIS IN 46202 REAL ESTATE/DEBT HOLDER IN INTEND INDIANA INC EDGE FUND LLC 1704 BELLEFONTAINE STREET INDIANAPOLIS IN 46202 HOUSING DEVELOPMENT LOANS IN 2311398 15922086 INTEND INDIANA INC RENEW INDIANAPOLIS PROPERTIES LLC 1704 BELLEFONTAINE STREET INDIANAPOLIS IN 46202 REAL ESTATE IN INTEND INDIANA INC AFFORDABLE HOMEMATTERS LLC 1704 BELLEFONTAINE STREET INDIANAPOLIS IN 46202 REAL ESTATE DEVELOPMENT IN 1612299 2719959 INTEND INDIANA INC RENEW LANDBANK LLC 1704 BELLEFONTAINE STREET INDIANAPOLIS IN 46202 REAL ESTATE IN 69807 INTEND INDIANA INC