2025-11-14T14:44:46-06:00 2024-12-31 363163136 LWG CPAS & ADVISORS 101 WEST OHIO STREET SUTIE 1401 INDIANAPOLIS IN 46204 990 2024-01-01 311033584 ALLIANCE OF INDIANA RURAL WATER ALLI 3177894200 555 W JEFFERSON FRANKLIN IN 46131 KRISTIN BEAN EXECUTIVE DIRECTOR 3177894200 2025-11-14 1 1 BRIAN D CHERRY P01355823 3176344747 2024 2025-03-06 01:10:19Z KRISTIN BEAN 555 W JEFFERSON FRANKLIN IN 46131 3483766 0 X WWW.INH2O.ORG X 1981 IN TO EMPOWER INDIANA'S WATER AND WASTEWATER UTILITIES TO ENSURE SUSTAINABLE OPERATIONS AND RELIABILITY. 9 9 23 0 44872 43871 1816124 2060793 1143943 1327001 52055 51100 3300 44872 3015422 3483766 0 0 0 0 1485413 1750101 0 0 0 1311451 1310254 2796864 3060355 218558 423411 2871553 3820234 363242 861684 2508311 2958550 TO EMPOWER INDIANA'S WATER AND WASTEWATER UTILITIES TO ENSURE SUSTAINABLE OPERATIONS AND RELIABLE ACCESS TO SAFE WATER FOR ALL COMMUNITIES. 0 0 RURAL DEVELOPMENT - WATER CIRCUIT RIDER PROGRAM LOGGED 1,360 HOURS ON-SITE WITH WATER SYSTEMS PROVIDING TECHNICAL ASSISTANCE. THOSE HOURS INCLUDED 918 TOTAL VISITS AT 401 UNIQUE SYSTEMS. THROUGH THESE VISITS, ASSISTANCE WAS PROVIDED IN THE AREAS OF WATER LOSS, EMERGENCY RESPONSE PLANS, CONSUMER CONFIDENCE REPORTS, SAMPLING AND TESTING REQUIREMENTS, REPORTING REQUIREMENTS, FINANCIAL MANAGEMENT AND OTHER AREAS OF UTILITY MANAGEMENT. RURAL DEVELOPMENT - WASTEWATER TRAINING AND TECHNICAL ASSISTANCE PROGRAM LOGGED ON-1,008 ONSITE HOURS WITH SYSTEMS PROVIDING TECHNICAL ASSISTANCE. THOSE HOURS INCLUDED 499 VISITS ACROSS 280 UNIQUE SYSTEMS. THROUGH THESE VISITS AND TRAININGS, ASSISTANCE WAS PROVIDED IN THE AREAS OF LAB TESTING AND REPORTING, PLANT PROCESSES, AND RULES AND REGULATIONS. ENVIRONMENTAL PROTECTION AGENCY - TRAINING AND TECHNICAL ASSISTANCE SPECIALIST GRANT LOGGED 322 HOURS OF ONSITE TECHNICAL ASSISTANCE AND 26 HOURS OF FORMAL TRAINING WAS CONDUCTED. ALSO CONDUCTED WATER ASSET MANAGEMENT, AND EMERGENCY RESPONSE PLANNING. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 11 0 23 1 1 1 0 0 0 1 1 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 0 0 0 0 IN X KRISTIN BEAN 3177894200 555 W JEFFERSON FRANKLIN IN 46131 ADAM SAMS PRESIDENT 2.00 X X 0 0 0 PATTIE CAMPBELL VICE PRESIDENT 2.00 X X 0 0 0 JACKIE HILGARTNER TREASURER 2.00 X X 0 0 0 NATE BESSE SECRETARY 2.00 X X 0 0 0 TIM DOERSAM DIRECTOR 2.00 X 0 0 0 TOM SPEER DIRECTOR 2.00 X 0 0 0 TRAVIS CALHOUN DIRECTOR 2.00 X 0 0 0 RICHARD BURCH ASSOCIATE DIRECTOR 2.00 X 0 0 0 LINDA SANDERS ASSOCIATE DIRECTOR 2.00 X 0 0 0 KRISTIN BEAN EXECUTIVE DIRECTOR 40.00 X 90700 0 31323 90700 0 31323 0 0 0 0 MILESTONE BUSINESS SOLUTIONS 11711 NORTH MERIDIAN SUITE 405 CARMEL IN 46032 ACCOUNTING, HR, & PAYROLL 104178 1 1898085 162708 12102 2060793 CONFERENCE/EVENT REVEN 611600 797562 797562 MEMBERSHIP DUES 541900 337700 337700 MEMBER SERVICES 611600 191739 191739 1327001 51100 51100 ADVERTISING INCOME 541800 44872 44872 44872 3483766 1327001 44872 51100 122023 122023 1628078 1628078 152434 152434 19051 19051 122111 122111 58348 58348 36355 36355 54762 54762 11522 11522 386389 386389 341228 341228 29993 29993 MEALS & ENTERTAINMENT 55648 55648 PUBLIC RELATIONS & MEMB 27182 27182 SUPPORT MATERIALS 15231 15231 3060355 2919193 141162 0 475842 1015979 555221 319466 53289 639515 33157 35055 634125 340566 300196 293559 1453848 1515760 0 900 2871553 3820234 133223 425909 230019 435775 363242 861684 X 0 0 0 0 2508311 2958550 2508311 2958550 2871553 3820234 X 423411 26828 X X 0 1 X 1 0 1 30000 30000 0 0 0 0 337700 PART II-B, LINE 1: THE ORGANIZATION PAID ANNUAL FOR A LOBBYIST (THIS STARTED IN 2024). THE LEADERSHIP TEAM, INCLUDING SEVERAL BOARD MEMBERS ATTEND THE NATIONAL RURAL WATER RALLY WITH NATIONAL RURAL WATER ASSOCIATION EACH YEAR IN D.C. THERE THEY MEET WITH INDIANA'S CONGRESSIONAL DELEGATION. THROUGHOUT THE YEAR, THE ORGANIZAITON OCCASIONALLY GO TO MEETINGS AND CORRESPOND WITH INDIANA'S LEGISLATORS - BOTH ON THE STATE AND FEDERAL LEVEL. 155026 71243 83783 479099 269323 209776 293559 X PART X, LINE 2: THE COMPANY FOLLOWS "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES." THE GENERALLY ACCEPTED ACCOUNTING PRINCIPAL PROVIDES DETAILED GUIDANCE FOR THE FMANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE ACCOUNTING PRINCIPAL REQUIRES AN ORGANIZATION TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE ADOPTION OF THIS ACCOUNTING PRINCIPAL DOES NOT HAVE A MATERIAL EFFECT ON ITS FMANCIAL POSITION, RESULTS OF OPERATIONS OR CASH FLOWS AS THE COMPANY DOES NOT BELIEVE THEY ARE TAKING ANY UNCERTAIN TAX POSITIONS. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE VOTING MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO BY-LAWS MUST BE VOTED ON BY MEMBERSHIP AT THE ANNUAL MEMBERSHIP MEETING. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE TREASURER OF THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C MINDFUL OF ANY RELATIONSHIP OF EMPLOYEES OR DIRECTORS. MONITOR FOR ANY FINANCIAL GAIN THROUGH SALES OF PRODUCTS OR SERVICES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S BY-LAWS ARE PRINTED AND DISTRIBUTED TO ALL MEMBERS IN AN ANNUAL MEMBERSHIP DIRECTORY AND ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FINANCIALS STATEMENTS ARE SHARED WITH THE MEMBERS AT THE ANNUAL MEMBERSHIP MEETING. THESE STATEMENTS WOULD BE AVAILABLE TO OTHERS BY REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED GAINS/LOSSES 26,828. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR IN REGARDS TO THE OVERSIGHT OR SELECTION PROCESS. ALLIANCE OF INDIANA RURAL WATER FOUNDATION 555 W JEFFERSON ST FRANKLIN IN 46131 204215691 SCHOLARSHIPS IN 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0