Indiana community foundations report annual financial and operational data to the Indiana Philanthropy Alliance (IPA) for its Snapshot survey. This article contains linked resources that can be utilized to build and run the CommunitySuite reports that help answer the IPA Snapshot survey's financial questions.
Who: Indiana community foundations supplying operational and financial information to the Indiana Philanthropy Alliance (IPA).
IPA Snapshot Survey Videos
The videos below walk through building the CommunitySuite reports needed to answer the IPA Snapshot survey's financial questions, covering investment returns, operating revenue and expense, gifts, grants, and fund grouping using the 2022 survey as an example.
Resources:
- IPA Survey 1: Calendar Year Investment Returns
- IPA Survey 2: Operating Endowment and Reserve
- IPA Survey 3: Operating Revenue and Expense
- IPA Survey 4: Admin Fee Endowed vs Non Endowed
- IPA Survey 5: Distributions Supporting Operations
- IPA Survey 6: Assets
- IPA Survey 7: Gifts Using Custom Report
- IPA Survey 8: Gifts Using G/L Transactions
- IPA Survey 9: Grants and Scholarships
- IPA Survey 9.5: Option for Grouping Funds
- IPA Survey 10: Flagging Funds with Custom Field
- IPA Survey 11: Fund Count by Fund Type
- IPA Survey 12: Assets by Fund Type
- IPA Survey 13: Gifts by Fund Type
- IPA Survey 14: Grants by Fund Type