2025-01-31T10:30:55+00:00 2024-06-30 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2023-07-01 350868147 James Whitcomb Riley Memorial Association JAME 3176344474 500 N Meridian St Ste 100 Indianapolis IN 46204 Billy Jo Cripe VP, Finance 3176344474 2025-01-31 true Nicole Fishback P01279475 3173834000 2024-11-15 2023 2025-03-06 01:10:19Z Riley Children's Endowment Elizabeth A Elkas 500 N Meridian St Ste 100 Indianapolis IN 46204 197925699 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 78 100 4073056 2945604 38464221 55354550 30193 37108 9812713 18664886 -137630 -286326 48169497 73770218 35249324 42226695 0 0 7348432 8534703 456749 467383 9683411 5669635 6293488 48724140 57522269 -554643 16247949 459217404 506758930 38996421 37628262 420220983 469130668 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 41085990 41085990 42773 RILEY CHILDREN'S HEALTH: FUNDS ARE USED FOR PATIENT CARE, RESEARCH, EDUCATION, AND EQUIPMENT AT RILEY HOSPITAL FOR CHILDREN. 1140705 1140705 0 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. 382974 0 37108 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. 42609669 true true 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 true true false false false false false false false false true false false false true true false false false true 55 0 true 78 true true true false false false false true true false false false true 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 Indianapolis IN 46204 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 Alan L Schwartz Board Member 1.0 0.0 X 0 0 0 Alonzo Weems Board Member 1.0 0.0 X 0 0 0 Amy Balcius Board Member 1.0 0.0 X 0 0 0 C Perry Griffith Jr Board Member 1.0 0.0 X 0 0 0 Casey Crouse Board Member 1.0 0.0 X 0 0 0 Craig Svennson Board Member (End 11/2023) 1.0 0.0 X 0 0 0 Dan Hann Board Member 1.0 0.0 X 0 0 0 Dennis M Murphy Board Member 1.0 0.0 X 0 0 0 Dr Aaron Carroll Board Member (Beg 11/2023) 1.0 0.0 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 Georgette Smith Board Member 1.0 0.0 X 0 0 0 Glenn Scolnik Board Member (End 11/2023) 1.0 0.0 X 0 0 0 Jana Hageman Board Member 1.0 0.0 X 0 0 0 Janet Holcomb Board Member 1.0 0.0 X 0 0 0 Jay Hess Board Member 1.0 0.0 X 0 0 0 Jerome Henry Jr Board Member 1.0 0.0 X 0 0 0 Jerry Semler Board Member (End 07/2023) 1.0 0.0 X 0 0 0 John Ackerman Board Member 1.0 0.0 X 0 0 0 John Dillon III 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 Julie Eskenazi Board Member 1.0 0.0 X 0 0 0 Kristian Stricklen Board Member 1.0 0.0 X 0 0 0 Laurie Burns McRobbie Board Member 1.0 0.0 X 0 0 0 Marisol Sanchez Board Member 1.0 0.0 X 0 0 0 Mark Smith Board Member 1.0 0.0 X 0 0 0 Marta Birge Board Member 1.0 0.0 X 0 0 0 Mary Boelke Board Member 1.0 0.0 X 0 0 0 Michael L Smith Board Member 2.5 0.0 X 0 0 0 Pamela Whitten Board Member 1.0 0.0 X 0 0 0 Regina Cross Board Member 1.0 0.0 X 0 0 0 Rev Edward A Malloy Board Member 1.0 0.0 X 0 0 0 Robert G Jones Board Member 1.0 0.0 X 0 0 0 Steve Dawson Board Member 1.0 0.0 X 0 0 0 Syam Nair Board Member (End 11/2023) 1.0 0.0 X 0 0 0 Elizabeth A Elkas President and CEO 40.0 0.0 X 447278 0 69177 Karen Spataro Chief Campaign Strategy & Communications Officer 40.0 0.0 X 242396 0 30871 Meghan Miller Chief Operating Officer 40.0 0.0 X 270363 0 43574 Alane Helmer VP, Corporate and Foundation 40.0 0.0 X 119179 0 32419 Bill Hale VP, People 40.0 0.0 X 162877 0 23585 Billy Jo Cripe VP, Finance 40.0 0.0 X 173245 0 14923 Cara Lathrop VP, Community Giving 40.0 0.0 X 183457 0 14206 Kathryn Brinkerhoff VP, Leadership Giving 40.0 0.0 X 156774 0 27349 1755569 0 256104 16 false true false CornerStone Partners LLC 675 Peter Jefferson Parkway Suite 400 Charlottesville VA 22911 Investment Consulting 895544 Three-Sixty Group Inc 212 W 10th Street Suite F-190 Indianapolis IN 46202 Advertising/Promotion 510396 BWF 7900 Xerxes Avenue South Suite 980 Bloomington MN 55431 Fundraising Consulting 203846 LEAP Managed IT 5752 West Kilgore Ave Muncie IN 47304 IT Services 190665 4 2128844 774141 52451565 3816511 55354550 Riley Museum Home Admissions 900099 37108 37108 0 0 0 0 37108 2283011 3586772 -1303761 0 0 139928044 123546169 16381875 0 16381875 486284 15895591 280213 2128844 580582 -300369 -300369 42773 28730 14043 14043 0 0 0 0 0 73770218 51151 4073056 14291461 41186001 41186001 1040694 1040694 1314741 573942 740799 5480705 177194 718267 4585244 444291 9844 180398 254049 832458 28977 268906 534575 462508 12182 178244 272082 297087 66467 230620 70215 70098 117 75004 75004 467383 467383 895544 895544 0 0 0 0 682317 13116 576856 92345 278318 12012 120917 145389 746394 3510 269443 473441 293605 40506 90416 162683 111266 225 33899 77142 200409 20520 18648 161241 123867 45123 27213 51531 198492 16709 159915 21868 Children's Miracle Network 964430 964430 Bank Fees 259126 3056 6803 249267 Taxes 717285 717285 Fundraising Platform Fees 131628 131628 248501 0 180924 67577 57522269 42609669 5229189 9683411 6746264 12865489 10077359 21800931 0 0 0 777161 812623 2292763 1056334 1274151 1236429 194189572 207103914 208193339 221851932 0 37959558 41087612 459217404 506758930 1160883 1951651 33213407 32644332 0 4622131 3032279 38996421 37628262 217294490 232999344 202926493 236131324 420220983 469130668 459217404 506758930 X 16247949 32987518 -325782 X false true X true false X 31086130 34012879 47573271 38464221 55400940 206537441 0 0 31086130 34012879 47573271 38464221 55400940 206537441 14300353 192237088 227419 2092338 562796 3011813 2283011 8177377 188987 1939139 3962315 6090441 0 0 0 0 0 0 220805259 353958 0.8706 0.8622 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X false 191131062 6435822 25181459 9435580 456008 212856755 178640285 2058352 19855180 8972461 450294 191131062 206340118 2945214 -21775328 8448337 421382 178640285 161396280 3467840 49954510 8055812 422700 206340118 170287869 1720073 -2426781 7785734 399147 161396280 0.3826 0.4894 0.128 false false 1311143 437048 874095 310521 104023 206498 671099 515263 155836 1236429 Cash Value of Life Insurance 1186640 F Alternative Investments 218461359 F Indiana Univ. Investment Pool 2203933 F 221851932 Riley Museum Home 43189 Beneficial Interest in Perpetual Trusts 32036420 Beneficial Interest in Charitable Lead Trust 8351274 ROU - Operating Lease 656729 41087612 Annuities 136776 Inv. Held on Behalf of IU 2203933 Operating Lease Liability 691570 3032279 107258458 32987518 815684 580582 34383784 72874674 895544 0 895544 73770218 58348773 815684 906364 1722048 56626725 895544 0 895544 57522269 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 III, Line 1a Collections of art - financial statement footnote 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 Collections of art - description of collections 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 Intended uses of endowment funds THE ENDOWMENT CONSISTS OF APPROXIMATELY 200 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 XI, Line 2(d) Other revenues in audited financial statements not in form 990 FUNDRAISING EXPENSE - 580582 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Fundraising Expense - 580582 Uncollectible Pledges - 325782 Central America and the Caribbean 0 0 Investments N/A 116370321 0 0 0 0 0 0 116370321 0 116370321 true false true true true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual X X X X X X true Davinci Direct 36 Cordage Park Circle Plymouth MA 02360 Direct Mail false 1324323 467383 856940 1324323 467383 856940 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Red for Our Kids 2024 661021 444836 216185 183928 112523 14100 22305 IU Dance Marathon 2023 1666261 1641239 25022 76810 850 59503 78034 1 81775 42769 39006 7430 20747 500 3852 2409057 2128844 280213 268168 134120 74103 104191 580582 -300369 true Indiana University 1130 W Michigan Street Indianapolis IN 46202 356001673 501(c)(3) 23988530 Hospital Programs Indiana University Health Physicians 705 Riley Hospital Drive Indianapolis IN 46202 351747218 501(c)(3) 196594 Hospital Programs Indiana University Health 340 West 10th Street Indianapolis IN 46206 351955872 501(c)(3) 15859500 Hospital Programs IU FoundationBradford Woods 1500 N State Rd 46 Bypass Bloomington IN 47408 356018940 501(c)(3) 955729 Camp Riley Cheer Guild 705 Riley Hospital Drive Indianapolis IN 46202 356018517 501(c)(3) 7947 Music Therapy 5 0 Medical Financial Assistance 1218 1040694 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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 397197 0 50000 0 81 0 51653 0 17524 0 516455 0 0 0 Meghan Miller Chief Operating Officer 251321 0 19000 0 42 0 21038 0 22536 0 313937 0 0 0 Karen Spataro Chief Campaign Strategy & Communications Officer 220333 0 22000 0 63 0 12880 0 17991 0 273267 0 0 0 Cara Lathrop VP, Community Giving 170394 0 13000 0 63 0 13260 0 946 0 197663 0 0 0 Billy Jo Cripe VP, Finance 161182 0 12000 0 63 0 13013 0 1910 0 188168 0 0 0 Bill Hale VP, People 150781 0 12000 0 96 0 12567 0 11018 0 186462 0 0 0 Kathryn Brinkerhoff VP, Leadership Giving 144732 0 12000 0 42 0 12223 0 15126 0 184123 0 0 0 Alane Helmer VP, Corporate and Foundation 110337 0 8800 0 42 0 10033 0 22386 0 151598 0 0 0 Schedule J, Part I, Line 1a Discretionary spending account 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 4b Supplemental nonqualified retirement plan THE PRESIDENT AND CEO IS A PARTICIPANT IN A 457(F) PLAN. DURING CALENDARY YEAR 2023, $28,562 WAS PUT INTO THE PLAN. THE PLAN VESTS STARTING 6/30/2024. Schedule J, Part I, Line 7 Non-fixed 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 1 60000 Market value X 36 3738873 Market value X Event tickets 2 1690 Market value X Supplies - Events and donor relations 5 15948 Cost 1 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions Riley Children's Endowment used an auctioneer from Darin Lawson, LLC for the Red for Our Kids event and the IU Dance Marathon Gala. Schedule M, Part I Explanations of reporting method for number of contributions Cars and other vehicles - Number of items received Other - Event tickets Number of contributions Other - Supplies - Events and donor relations Number of contributions Securities - Publicly traded - Number of contributions Form 990, Part VI, Line 7a Members or stockholders electing members of governing body INDIANA UNIVERSITY HAS THE RIGHT TO APPOINT A MAJORITY OF THE ENDOWMENT'S BOARD MEMBERS. Form 990, Part VI, Line 11b Review of form 990 by governing body 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, Line 12c Conflict of interest policy 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, Line 15a Process to establish compensation of top management official 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 NOVEMBER 2023 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, Line 15b Process to establish compensation of other employees See Form 990, Part VI, Line 15a above. Form 990, Part VI, Line 19 Required documents available to the public 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 Other changes in net assets or fund balances UNCOLLECTIBLE PLEDGES - -325782; 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 Suite 100 Indianapolis IN 46204 824499607 Charitable IN 26734318 13945777 RCE Indiana University Dance Marathon LLC 500 N Meridian St Suite 100 Indianapolis IN 46204 881479026 Charitable IN -27006 31150 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 true false false false false false false false false false false false false false false false false Indiana University B 23988530 FMV Indiana University C 1022187 FMV