2024-01-04T08:06:22-06:00 2023-06-30 FORVIS LLP 201 N Illinois Street Indianapolis IN 46204 990 2022-07-01 350868147 James Whitcomb Riley Memorial Association % RILEY CHILDREN'S ENDOWMENT JAME 3176344474 500 N MERIDIAN ST Suite STE 100 Indianapolis IN 46204 BILLY JO CRIPE VP, FINANCE 3176344474 2024-01-15 true BILLY JO CRIPE XXX-XX-XXXX NICOLE B FISHBACK P01279475 3173834000 2024-01-15 3 2022 2023-04-26 12:10:37Z Riley Children's Endowment ELIZABETH A ELKAS 500 N MERIDIAN ST STE 100 INDIANAPOLIS IN 46204 131007299 false X WWW.RILEYKIDS.ORG X 1921 IN THE ENDOWMENT'S VISION IS TO ENSURE ALL CHILDREN HAVE EQUITABLE ACCESS TO EXCEPTIONAL HEALTHCARE SO THEY MAY REACH THEIR OPTIMAL HEALTH AND QUALITY OF LIFE. 34 34 68 100 2071245 348045 47573271 38464221 29302 30193 20913409 9812713 27216 -137630 68543198 48169497 33295494 35249324 0 0 6515914 7348432 459999 456749 8661943 5580939 5669635 45852346 48724140 22690852 -554643 429029854 459217404 37837967 38996421 391191887 420220983 X RILEY CHILDREN'S ENDOWMENT RAISES FUNDS TO SUSTAIN AND ADVANCE THE LIFE-SAVING AND LIFE-CHANGING CARE PROVIDED BY RILEY HOSPITAL FOR CHILDREN, TO SPUR RESEARCH DISCOVERIES THAT WILL LEAD TO NEW TREATMENTS AND CURES FOR DEVASTATING CHILDHOOD ILLNESSES AND INJURIES, AND TO PERPETUATE THE MEMORY OF OUR NAMESAKE, BELOVED HOOSIER POET JAMES WHITCOMB RILEY. false false 34028217 34028217 55637 RILEY HOSPITAL: SUPPORT FOR RILEY CHILDREN'S HEALTH. FUNDS ARE USED FOR PATIENT CARE, RESEARCH, EDUCATION, AND EQUIPMENT. 1221107 1221107 CAMP RILEY: THE CAMP FEATURES PROGRAMS AND FACILITIES DESIGNED FOR PHYSICALLY DISABLED YOUTH. THE PROGRAMS PROVIDE EXPERIENCES AND OPPORTUNITIES NOT READILY AVAILABLE TO THE DISABLED. 381027 30193 RILEY MUSEUM HOME: THE HOME IS A NATIONAL HISTORIC LANDMARK WHICH IS OPEN TO THE PUBLIC. BY TOURING THE HOME VISITORS MAY OBSERVE ONE OF THE FINEST VICTORIAN PRESERVATIONS IN THE UNITED STATES. 35630351 true true false false false false false true false true true true false true true false false true false false true false false true true false false true false true false false false false false false false false true false false false true true false false false true 42 0 68 true true true false false false false true true false false false false false false X 34 34 false false false false false true false true true false false true true true true true true true true false IN X X RILEY CHILDREN'S ENDOWMENT 3176344474 500 N MERIDIAN ST STE 100 INDPLS IN 46204 X ELIZABETH A ELKAS PRESIDENT AND CEO 40.0 0.0 X 437068 0 41221 MEGHAN MILLER CHIEF OPERATING OFFICER 40.0 0.0 X 265835 0 34515 KAREN SPATARO CHIEF COMMUNICATIONS OFFICER 40.0 0.0 X 236883 0 29818 CARA LATHROP VP, COMMUNITY GIVING 40.0 0.0 X 175713 0 7602 BILL HALE VP, PEOPLE 40.0 0.0 X 159055 0 18119 BILLY JO CRIPE VP, FINANCE 40.0 0.0 X 166739 0 9137 KATHRYN BRINKERHOFF VP, LEADERSHIP GIVING 40.0 0.0 X 150825 0 21894 ALANE HELMER AVP, CORPORATE AND FOUNDATION 40.0 0.0 X 109678 0 27743 J MURRAY CLARK CHAIRMAN 2.5 0.0 X X 0 0 0 LEAH CORINNE MARTINSON MD VICE CHAIR AND SECRETARY 2.5 0.0 X X 0 0 0 OTTO N FRENZEL IV TREASURER 2.5 0.0 X X 0 0 0 PAMELA WHITTEN BOARD MEMBER 1.0 0.0 X 0 0 0 DENNIS M MURPHY BOARD MEMBER 1.0 0.0 X X 0 0 0 MICHAEL L SMITH BOARD MEMBER 1.0 0.0 X X 0 0 0 FARAZ ABBASI BOARD MEMBER 1.0 0.0 X 0 0 0 GABRIEL ALEJANDRO BOARD MEMBER 1.0 0.0 X 0 0 0 AMY BALCIUS BOARD MEMBER 1.0 0.0 X 0 0 0 MARY BOELKE BOARD MEMBER 1.0 0.0 X 0 0 0 REGINA CROSS BOARD MEMBER 1.0 0.0 X 0 0 0 CASEY CROUSE BOARD MEMBER 1.0 0.0 X 0 0 0 JOHN DILLON BOARD MEMBER 1.0 0.0 X 0 0 0 JULIE ESKENAZI BOARD MEMBER 1.0 0.0 X 0 0 0 C PERRY GRIFFITH JR BOARD MEMBER 1.0 0.0 X 0 0 0 JANA HAGEMAN BOARD MEMBER 1.0 0.0 X 0 0 0 DAN HANN BOARD MEMBER 1.0 0.0 X 0 0 0 JERRY HENRY BOARD MEMBER 1.0 0.0 X 0 0 0 JAY HESS BOARD MEMBER 1.0 0.0 X 0 0 0 JANET HOLCOMB BOARD MEMBER 1.0 0.0 X 0 0 0 ROBERT G JONES BOARD MEMBER 1.0 0.0 X 0 0 0 REV EDWARD A MALLOY BOARD MEMBER 1.0 0.0 X 0 0 0 LAURIE BURNS MCROBBIE BOARD MEMBER 1.0 0.0 X 0 0 0 SYAM NAIR BOARD MEMBER 1.0 0.0 X 0 0 0 JON OWENS BOARD MEMBER 1.0 0.0 X 0 0 0 JOYCE ROGERS BOARD MEMBER 1.0 0.0 X 0 0 0 ALAN L SCHWARTZ BOARD MEMBER 1.0 0.0 X 0 0 0 GLENN SCOLNIK BOARD MEMBER 1.0 0.0 X 0 0 0 JERRY SEMLER BOARD MEMBER 1.0 0.0 X 0 0 0 GEORGETTE SMITH BOARD MEMBER 1.0 0.0 X 0 0 0 MARK SMITH BOARD MEMBER 1.0 0.0 X 0 0 0 KRISTIAN STRICKLEN BOARD MEMBER 1.0 0.0 X 0 0 0 CRAIG SVENNSON BOARD MEMBER 1.0 0.0 X 0 0 0 ALONZO WEEMS BOARD MEMBER 1.0 0.0 X 0 0 0 1701796 0 190049 12 false true false CORNERSTONE PARTNERS LLC 675 PETER JEFFERSON PARKWAY SUITE CHARLOTTESVILLE VA 22911 INVEST CONSULTING 801207 NORTHERN TRUST 50 S LA SALLE ST CHICAGO IL 60603 INVEST ADMIN 166652 THREE SIXTY GROUP 212 W 10TH ST STE F-190 INDIANAPOLIS IN 46202 ADVERTISING/PROMO 550000 LEAP MANAGED IT 5752 W KILGORE AVE MUNCIE IN 47304 IT SERVICES 223401 BWF 7900 XERXES AVE SOUTH STE 980 BLOOMINGTON MN 55431 FUNDRAISING CONSULT 163262 5 194764 72493 38196964 328681 38464221 RILEY MUSEUM HOME ADMISSIONS 900099 30193 30193 30193 3011813 1738380 1273433 0 0 0 0 0 89391819 82590919 6800900 6800900 332865 6468035 53616 194764 176379 -122763 -122763 0 0 0 55637 70504 -14867 -14867 0 48169497 15326 2071245 7618705 35249324 35249324 0 0 0 1280973 594496 686477 0 4575565 164641 665561 3745363 343255 8418 143985 190852 759931 27396 274516 458019 388708 10020 156039 222649 355923 47119 308804 97520 94921 2599 67403 67403 0 456749 456749 967859 967859 0 671088 11153 609873 50062 287492 18495 129007 139990 648963 2704 209755 436504 0 189380 42195 33165 114020 102770 290 30667 71813 0 274077 31050 12340 230687 0 0 180175 46118 48650 85407 192342 15682 156678 19982 CHILDRENS MIRACLE NETWORK 907355 907355 EQUIPMENT RENTAL & MAINT. 84235 5861 78374 FUNDRAISING PLATFORM FEES 143514 143514 PROFESSIONAL DEVELOPMENT 67281 229 49582 17470 432258 2636 134369 295253 48724140 35630351 4431846 8661943 0 0 10069968 6746264 16810451 10077359 0 0 0 0 0 0 0 0 0 0 773056 777161 2286547 1012396 1409705 1274151 175122144 194189572 190229197 208193339 0 0 0 0 34615333 37959558 429029854 459217404 1220332 1160883 33284730 33213407 0 0 0 0 0 0 0 0 0 0 0 0 3332905 4622131 37837967 38996421 X 193872880 217294490 197319007 202926493 391191887 420220983 429029854 459217404 X -554643 29604082 -20343 X false true X true false X 31684031 31086130 34012879 47573271 38464221 182820532 0 0 31684031 31086130 34012879 47573271 38464221 182820532 16506060 166314472 1187461 227419 2092338 562796 3882913 7952927 188987 1939139 2128126 0 192901585 336475 0.86217 0.89063 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X false 178640285 2058352 19855180 8972461 450294 191131062 206340118 2945214 -21775328 8448337 421382 178640285 161396280 3467840 49954510 8055812 422700 206340118 170287869 1720073 -2426781 7785734 399147 161396280 173304774 2879950 1966027 7466192 396690 170287869 0.37290 0.53470 0.09240 false false 1311143 393343 917800 306110 56094 250016 669294 562959 106335 1274151 CASH VALUE OF LIFE INSURANCE 1157633 F ALTERNATIVE INVESTMENTS 203402216 F INDIANA UNIV. INVESTMENT POOL 3633490 F 208193339 RILEY MUSEUM HOME 43190 PERPETUAL TRUSTS 29114285 CHARITABLE LEAD TRUST 8000071 ROU - OPERATING LEASE 802012 37959558 0 ANNUITIES 147075 INV. HELD OF BEHALF OF INDIANA 3633490 OPERATING LEASE LIABILITY 841566 4622131 X 77075860 29604082 93761 176379 29874222 47201638 967859 967859 48169497 48046764 93761 196722 290483 47756281 967859 967859 48724140 SCHEDULE D, PART III, LINE 1A THE ENDOWMENT HAS A COLLECTION OF BOOKS, PAINTINGS AND OTHER MEMORABILIA OF JAMES WHITCOMB RILEY. SOME OF THE COLLECTIONS ARE ON DISPLAY AT THE RILEY MUSEUM HOME. THE COLLECTIONS ARE NOT REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS BECAUSE THE ENDOWMENT DOES NOT CAPITALIZE COLLECTIONS. SCHEDULE D, PART III, LINE 4 THE COLLECTIONS OF BOOKS, PAINTINGS AND OTHER MEMORABILIA OF JAMES WHITCOMB RILEY FURTHER THE ORGANIZATION'S EXEMPT PURPOSE BY COMMEMORATING THE LIFE OF POET JAMES WHITCOMB RILEY. SOME OF THE COLLECTIONS ARE ON DISPLAY AT THE RILEY MUSEUM HOME. SCHEDULE D, PART V, LINE 4 THE ENDOWMENT CONSISTS OF APPROXIMATELY 180 INDIVIDUAL FUNDS ESTABLISHED TO SUPPORT A VARIETY OF PURPOSES, INCLUDING CLINICAL CARE, PEDIATRIC RESEARCH, EDUCATION, CAMP RILEY, THE RILEY MUSEUM HOME AND THE OPERATIONS OF THE ENDOWMENT. SCHEDULE D, PART X ASC 740 DISCLOSURE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D: FUNDRAISING EXPENSE $176,379 SCHEDULE D, PART XII, LINE 2D: FUNDRAISING EXPENSE $176,379 UNCOLLECTIBLE PLEDGES $20,343 Central America and the Caribbean Investments NA 118016036 118016036 118016036 true false true true true false X X X X X X true DAVINCI DIRECT DIRECT MAIL false 1349689 456749 892940 1349689 456749 892940 AL AK AR CA CT FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI RED FOR OUR KID 248380 194764 53616 62076 86216 13000 15087 0 248380 194764 53616 62076 86216 13000 15087 176379 -122763 Schedule G, Part 1, Line 2B, List of Ten Highest Paid Fundraisers: (I) Name of Fundraiser: Davinci Direct (I) Address of Fundraiser: 36 Cordage Park Circle, Plymouth, MA 02360 true INDIANA UNIVERSITY PO BOX 66057 INDIANAPOLIS IN 46266 356001673 501(C)(3) 22988280 HOSPITAL PROJECTS & RESEARCH INDIANA UNIVERSITY FOUNDATION 950 N MERIDIAN ST INDIANAPOLIS IN 46204 356018940 501(C)(3) 718488 CAMP RILEY INDIANA UNIVERSITY HEALTH 340 WEST 10TH STREET INDIANAPOLIS IN 46206 351955872 501(C)(3) 10601661 HOSPITAL PROJECTS & CAMP RILEY INDIANA UNIVERSITY HEALTH PHYSICIANS 705 RILEY HSPTL DR INDIANAPOLIS IN 46202 351747218 501(C)(3) 69859 HOSPITAL PROJECTS CHEER GUILD 705 RILEY DRIVE INDIANAPOLIS IN 46202 356018517 501(C)(3) 67540 GENERAL SUPPORT 5 SCHEDULE I, PART I, LINE 2 EXPENDITURES FOR GRANT FUNDS ARE MONITORED QUARTERLY AND COMPARED WITH THE GRANT AWARD CUMULATIVE AMOUNT BEFORE DISBURSEMENT OF FUNDS OCCURS. ACCOUNTABILITY REPORTS ARE SOLICITED FROM GRANTEES AND REVIEWED ON AN ANNUAL BASIS. X true true X X X X false true false false false false false true false ELIZABETH A ELKAS PRESIDENT AND CEO 385554 0 51000 0 514 0 23647 0 17574 0 478289 0 MEGHAN MILLER CHIEF OPERATING OFFICER 245393 0 20400 0 42 0 12011 0 22504 0 300350 0 KAREN SPATARO CHIEF COMMUNICATIONS OFFICER 214441 0 22400 0 42 0 7314 0 22504 0 266701 0 KATHRYN BRINKERHOFF VP, LEADERSHIP GIVING 141083 0 9700 0 42 0 6812 0 15082 0 172719 0 BILL HALE VP, PEOPLE 145259 0 13700 0 96 0 7155 0 10964 0 177174 0 CARA LATHROP VP, COMMUNITY GIVING 165450 0 10200 0 63 0 6656 0 946 0 183315 0 BILLY JO CRIPE VP, FINANCE 156497 0 10200 0 42 0 7253 0 1884 0 175876 0 SCHEDULE J, PART I, LINE 1A DISCRETIONARY PAYMENTS: THE PRESIDENT AND CEO RECEIVES A $10,000 DISCRETIONARY SPENDING ALLOWANCE EACH FISCAL YEAR TO USE AT HER DISCRETION. THIS IS NOT INCLUDED IN TAXABLE INCOME IF IT IS USED FOR A REIMBURSABLE EXPENSE. SCHEDULE J, PART I, LINE 4C THE PRESIDENT AND CEO IS A PARTICIPANT IN A 457(F) PLAN. DURING CALENDARY YEAR 2022, $13,366 WAS PUT INTO THE PLAN. THE PLAN VESTS STARTING 6/30/2024. SCHEDULE J, PART I, LINE 7 NONFIXED PAYMENTS: THE BONUSES INCLUDED IN PART II, COLUMN (II) ARE PERFORMANCE BASED BONUSES ACCRUED AT THE FISCAL YEAR END FOR ELIGIBLE EMPLOYEES, INCLUDING OFFICERS AND HIGHEST COMPENSATED EMPLOYEES. THESE BONUSES WERE APPROVED BY THE BOARD OF DIRECTORS. X 16600 MARKET VALUE X 25 297639 MARKET VALUE X Events Supplies 1 13182 COST X Bench 1 1260 COST false true false SCHEDULE M, PART I, COLUMN (B) NUMBER OF CONTRIBUTORS: THE FOUNDATION REPORTS THE NUMBER OF CONTRIBUTORS IN COLUMN (B). FORM 990, PART VI, SECTION A, LINE 7A INDIANA UNIVERSITY HAS THE RIGHT TO APPOINT A MAJORITY OF THE ENDOWMENT'S BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF FORM 990 IS REVIEWED IN DETAIL BY THE VICE PRESIDENT, FINANCE AND THE CHIEF OPERATING OFFICER AFTER BEING PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE DRAFT OF FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND THE FINAL VERSION OF THE FORM 990 IS DISTRIBUTED TO THE FULL BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD ADMINISTRATOR ENSURES ALL BOARD MEMBERS SUBMIT A SIGNED CONFLICT OF INTEREST STATEMENT ANNUALLY. ALL REPORTED CONFLICTS ARE REVIEWED AND ANY CONCERNS ARE FOLLOWED UP ON. IF A BOARD MEMBER HAS A CONFLICT OF INTEREST THEY ABSTAIN FROM VOTING ON THAT ISSUE. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE PRESIDENT AND KEY EMPLOYEES IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE OF THE BOARD USES A BIENNIAL COMPENSATION AND BENEFITS SURVEY PROVIDED BY A HUMAN RESOURCE CONSULTING FIRM FOR COMPARABILITY DATA. IN APRIL 2022 AN INDEPENDENT CONSULTANT PERFORMED THE REVIEW OF COMPENSATION AND BENEFITS. DECISIONS ON COMPENSATION AND BENEFITS ARE DOCUMENTED IN BOARD MINUTES AND INCLUDED IN BOARD FILES AND THE PRESIDENT AND KEY EMPLOYEE PERSONNEL FILES. FORM 990, PART VI, SECTION B, LINE 15B A REVIEW WAS CONDUCTED IN APRIL 2022 BY AN INDEPENDENT CONSULTANT, TOTAL REWARDS SOLUTIONS. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9, CHANGE IN NET ASSETS: UNCOLLECTIBLE PLEDGES -20,343 FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE SELECTS THE INDEPENDENT AUDITOR AND OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS. RILEY CHILDREN'S FOUNDATION LLC 500 N MERIDIAN ST STE 100 INDIANAPOLIS IN 46204 824499607 CHARITABLE IN 26357785 8377012 RCE INDIANA UNIVERSITY DANCE MARATHON LLC 500 N MERIDIAN ST STE 100 INDIANAPOLIS IN 46204 881479026 CHARITABLE IN 510110 306942 RCE INDIANA UNIVERSITY 400 E 7TH ST BLOOMINGTON IN 47405 356001673 EDUCATION IN 501(C)(3) 2 NA false CHARITABLE TRUST (13) TRUST IN NA TRUST false true false false false false false false false false false false false false false false false false false Indiana University 1b 22988280 FMV