Marilee J. Springer

Undergraduate School
Bachelor of Arts, Purdue University
Graduated in 1993

Law School
Indiana University School of Law-Indianapolis
Graduated in 1996

Professional Experience:
Marilee J. Springer is a partner in the Firm's Tax Group, concentrating her practice on the representation of tax-exempt organizations, donors and governmental entities and affiliates. In this capacity, Springer focuses on corporate, governance and tax issues. In addition, she provides advice with identifying and securing new sources of financing, including federal and state grants.

She received a dual Bachelor of Arts in psychology and law and society, with distinction, from Purdue University in 1993. She received her juris doctorate, magna cum laude, from Indiana University School of Law-Indianapolis in 1996, where she served as a note development editor for the Indiana Law Review.

Springer's practice focuses on tax-exempt entities with an emphasis on colleges and universities, private foundations, health care entities, education reform and charter schools, research organizations, and governmental affiliates. Springer advises colleges and universities on issues relating to unrelated business income tax (UBIT), executive compensation, sponsorship agreements, the use of affiliated entities (e.g., for-profits, foundations and other tax-exempt subsidiaries), general corporate and tax-exempt compliance, research arrangements, relationships with commercial sponsors, charitable contributions, and tax-driven employment issues.

In her work with private foundations and donors, Springer assists clients in developing philanthropic priorities, making charitable grants and assessing various vehicles for accomplishing their charitable purposes (e.g., direct grants, private foundations and donor advised funds).

Springer advises health care and research organizations with 990 issues, physician compensation, joint ventures, UBIT, structuring issues, clinical trials and other research arrangements.

Springer advises her diverse clientbase in all aspects of their operations from formation, applying for tax-exemption, advice regarding the impact of proposed or new legislation, conflicts of interest, board member relations, reviewing and negotiating material contracts, UBIT, grant programs, etc. In addition, she has assisted numerous tax-exempt clients in evaluating, structuring and documenting corporate reorganizations involving mergers, liquidations, dissolutions, taxable subsidiaries (C-Corporations and LLCs), and other sophisticated structuring options. Springer advises tax-exempt clients on the reasonableness of compensation to executives or insiders, including the application of the intermediate sanctions regulations.

She is admitted to practice law in the state of Indiana.

Professional Associations:
Associate Individual Member, National Association of College and University Attorneys
Member, National Association of College and University Business Officers
Member, Tax Section, Indianapolis Bar Association

Awards and Recognitions:
The Best Lawyers in America, Non-Profits/Charities Law, 2009-2012
Who's Who Among Executives and Professionals, 2008 and 2009
Who's Who of Emerging Leaders, 2007
One of Indiana's Leading Attorneys, Indiana Business Magazine, 2009

Speaking Engagements:
"What To Know When Serving On A Nonprofit Board," Indianapolis Bar Association, November 21, 2011
"New Sources of Revenue For Community Colleges: Licensing Sponsorship and Co-Ventures," Counsel For Resource Development (Washington, D.C.), November 11, 2011
"The Legal Issues in Forming A Charter School," Indiana Public Charter School Association Annual Conference, October 7, 2011
"Beyond Traditional Grants: Program Related Investments," Indiana Grant Makers Alliance, September 28, 2011
"Hot Topics for Exempt Organizations," President's Roundtable, May 5, 2011
"Forming and Managing Nonprofits and Foundations," The Racing Attorney Conference (TRAC), April 13, 2011
"Practical Information You Should Know When Serving on an Indiana Nonprofit Board," Leadership United Program, United Way of Central Indiana, January 20, 2011
"Legal Issues in Foundation Management," Council for Resource Development (Washington, D.C.), Nov. 5, 2010
"Economic Incentives, Stimulus Funds and Federal and State Procurement," Indiana Chamber of Commerce Tax Conference, Oct. 19, 2010
"Corporate Governance: Does Your Organization Reflect Best Practices?" Education Finance Council, March 9, 2010
"Practical Information You Should Know When Serving on an Indiana Nonprofit Board," Leadership United Program, United Way of Central Indiana, March 2, 2010
Federal Form 990, Virginia Association of Community Colleges, Jan. 15, 2009
"Federal Form 990, What it Means for Your Foundation," Connecticut Development Council, Jan. 9, 2008
"Practical Information You Should Know When Serving on an Indiana Nonprofit Board," United Way of Central Indiana - Leadership United Program, Dec. 2, 2008
"Current Developments With The IRS: How to Protect Your Institution," Council for Resource Development (Washington, D.C.), Nov. 7, 2008
"The New Form 990: What Does it Mean for Your Foundation?" Illinois Community College Resource Development Annual Conference, Sept. 19, 2008
"What Does The IRS Have in Store for You in 2008?" Council for Resource Development Regions I & II 2008 Annual Conference, April 18, 2008
"IRS Hot Topics," Illinois Community College System Foundation, March 10, 2008
"Current Developments With The IRS: How To Protect Your Institution," Council for Resource Development (Washington, D.C.), Nov. 2, 2007
"The Hidden Provisions of the Pension Protection Act of 2006," Council for Resource Development (Washington, D.C.), Nov. 1, 2006
"Tax-Exempt Organizations in Indiana," Lorman Education Services, June 29, 2005
"Property Tax Exemptions for Nonprofits," ICLEF, March 3, 2005
Workshop on Legal Concerns for Nonprofits, United Way of Southern Indiana, Feb. 22, 2005
Workshop on Legal Concerns for Nonprofits, United Way of Central Indiana, Sept. 21, 2004

Community Involvement:
Board Member, Indiana Grantmakers Alliance
Volunteer, Childrens Ministry of Traders Point Christian Church
Ardath Burkhart Leadership Series, 2007-2008
Past Board Member, Riley Society
Past Board Member, Indiana Child Care Fund
Past Board Member, Families for HoPE, Inc.

Internal Committees:
Strategic Planning Committee, 2011
Community Involvement Committee, 2010

Services:

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