JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION (EIN 35-0868147)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-12-29
- IRS object ID
- 202600149349300715
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-29T08:17:16+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 Massachusetts Ave Suite 1370 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350868147 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Whitcomb Riley Memorial Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 3176344474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N Meridian St Ste 100 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Billy Jo Cripe | PersonNm |
| Person Title | VP, Finance | PersonTitleTxt |
| Phone | 3176344474 | PhoneNum |
| Signature | 2026-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Fishback | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2025-12-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Riley Children's Endowment | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COURTNEY ROBERTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N Meridian St Ste 100 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $186,685,797 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.rileykids.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1921 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 83 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $1,094,798 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,179,301 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $55,354,550 | PYContributionsGrantsAmt |
| CY Contributions Grants | $50,066,173 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,108 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,942 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,664,886 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,158,661 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$286,326 | PYOtherRevenueAmt |
| CY Other Revenue | -$447,428 | CYOtherRevenueAmt |
| PY Total Revenue | $73,770,218 | PYTotalRevenueAmt |
| CY Total Revenue | $72,810,348 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $42,226,695 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $49,286,268 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,534,703 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,987,318 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $467,383 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $457,117 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $10,706,239 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,293,488 | PYOtherExpensesAmt |
| CY Other Expenses | $7,161,194 | CYOtherExpensesAmt |
| PY Total Expenses | $57,522,269 | PYTotalExpensesAmt |
| CY Total Expenses | $65,891,897 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,247,949 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,918,451 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $506,758,930 | TotalAssetsBOYAmt |
| Total Assets EOY | $558,205,733 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $37,628,262 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,535,198 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $469,130,668 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $513,670,535 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $47,953,315 | ExpenseAmt |
| Grant | $47,953,315 | GrantAmt |
| Revenue | $21,710 | RevenueAmt |
| Desc | RILEY CHILDREN'S HEALTH: FUNDS ARE USED FOR PATIENT CARE, RESEARCH, EDUCATION, AND EQUIPMENT AT RILEY HOSPITAL FOR CHILDREN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,332,953 | ExpenseAmt |
| Grant | $1,332,953 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $417,505 | ExpenseAmt |
| Revenue | $32,942 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $49,703,773 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 53 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 83 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 3 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Riley Children's Endowment | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176344474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N Meridian St Ste 100 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Gabriel Alejandro | ||||||||
| Treasurer (Eff 11/2024) | 2.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Leah Corinne Martinson MD | ||||||||
| Chairman (Eff 11/2024) | 2.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Otto N Frenzel IV | ||||||||
| Vice Chair & Secretary (Eff 11/2024) | 2.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Alan L Schwartz | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Alonzo Weems | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Amy Balcius | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| C Perry Griffith Jr | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Casey Crouse | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Christine Ricks | ||||||||
| Board Member (Begin 11/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dan Hann | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dennis M Murphy | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Faraz Abbasi | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Georgette Smith | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| J Murray Clark | ||||||||
| Chairman (End 11/2024) | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jana Hageman | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Janet Holcomb | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jay Hess | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jerome Henry Jr | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John Ackerman | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John Dillon III | ||||||||
| Board Member (End 6/30/2025) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jon Owens | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Joseph Smith | ||||||||
| Board Member (Begin 11/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Joyce Rogers | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Julie Eskenazi | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kristian Stricklen | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kristin Pruitt | ||||||||
| Board Member (Begin 11/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Laurie Burns McRobbie | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Marisol Sanchez | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mark Smith | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Marta Birge | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mary Boelke | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael L Smith | ||||||||
| Board Member (End 11/2024) | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Pamela Whitten | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Rachel Lechleiter | ||||||||
| Board Member (Begin 11/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Regina Cross | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Rev Edward A Malloy | ||||||||
| Board Member (End 11/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert G Jones | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Steve Dawson | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Elizabeth A Elkas | ||||||||
| President and CEO (End 12/2024) | 40.0 | 0.0 | Yes (X) | $583,753 | $0 | $39,885 | ||
| Karen Spataro | ||||||||
| Chief Campaign Strategy & Communications Officer | 40.0 | 0.0 | Yes (X) | $256,287 | $0 | $34,323 | ||
| Meghan Miller | ||||||||
| Chief Operating Officer | 40.0 | 0.0 | Yes (X) | $280,977 | $0 | $42,750 | ||
| Alane Helmer | ||||||||
| VP, Corporate and Foundation | 40.0 | 0.0 | $138,637 | $0 | $32,318 | Yes (X) | ||
| Bill Hale | ||||||||
| VP, People | 40.0 | 0.0 | $179,363 | $0 | $24,173 | Yes (X) | ||
| Billy Jo Cripe | ||||||||
| VP, Finance | 40.0 | 0.0 | $189,150 | $0 | $15,075 | Yes (X) | ||
| Cara Lathrop | ||||||||
| VP, Community Giving | 40.0 | 0.0 | $213,609 | $0 | $15,738 | Yes (X) | ||
| Meghan Freeman | ||||||||
| AVP, Marketing and Communications | 40.0 | 0.0 | $139,837 | $0 | $11,188 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,981,613 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $215,450 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CornerStone Partners LLC | ||||||
| 675 Peter Jefferson Parkway | Suite 400 | Charlottesville | VA | 22911 | Investment Consulting | $993,432 |
| Three-Sixty Group Inc | ||||||
| 212 W 10th Street | Suite F-190 | Indianapolis | IN | 46202 | Advertising/Promotion | $704,796 |
| DaVinci Direct Inc | ||||||
| 36 Loring Blvd | 339 | Plymouth | MA | 02360 | Direct Mail | $457,117 |
| LEAP Managed IT | ||||||
| 5752 West Kilgore Ave | Muncie | IN | 47304 | IT Services | $210,111 | |
| Isaacson Miller Inc | ||||||
| PO Box 70799 | Philadelphia | PA | 19176 | Executive Search Services | $162,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,144,479 | FundraisingAmt |
| Government Grants | $2,032,108 | GovernmentGrantsAmt |
| All Other Contributions | $44,889,586 | AllOtherContributionsAmt |
| Noncash Contributions | $3,813,226 | NoncashContributionsAmt |
| Total Contributions | $50,066,173 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Riley Museum Home Admissions | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $32,942 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,942 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,942 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,906,089 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,061,329 | UnrelatedBusinessRevenueAmt |
| Exclusion | $844,760 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $134,479,881 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $113,227,309 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,252,572 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,252,572 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $33,469 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,219,103 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $144,456 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,144,479 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $613,594 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$469,138 | TotalRevenueColumnAmt |
| Exclusion | -$469,138 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $56,256 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $34,546 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,710 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,710 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,810,348 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,652 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,094,798 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,594,725 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,889,204 | TotalAmt |
| Program Services | $48,889,204 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,064 | TotalAmt |
| Program Services | $397,064 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,366,225 | TotalAmt |
| Management And General | $558,442 | ManagementAndGeneralAmt |
| Fundraising | $807,783 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,873,695 | TotalAmt |
| Program Services | $194,629 | ProgramServicesAmt |
| Management And General | $887,556 | ManagementAndGeneralAmt |
| Fundraising | $4,791,510 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,771 | TotalAmt |
| Program Services | $10,518 | ProgramServicesAmt |
| Management And General | $186,409 | ManagementAndGeneralAmt |
| Fundraising | $271,844 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $785,656 | TotalAmt |
| Program Services | $20,908 | ProgramServicesAmt |
| Management And General | $166,372 | ManagementAndGeneralAmt |
| Fundraising | $598,376 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $492,971 | TotalAmt |
| Program Services | $13,119 | ProgramServicesAmt |
| Management And General | $104,393 | ManagementAndGeneralAmt |
| Fundraising | $375,459 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,296 | TotalAmt |
| Management And General | $86,624 | ManagementAndGeneralAmt |
| Fundraising | $225,672 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,012 | TotalAmt |
| Management And General | $56,150 | ManagementAndGeneralAmt |
| Fundraising | $34,862 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,443 | TotalAmt |
| Management And General | $75,443 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,117 | TotalAmt |
| Fundraising | $457,117 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $993,432 | TotalAmt |
| Management And General | $993,432 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $805,824 | TotalAmt |
| Program Services | $4,565 | ProgramServicesAmt |
| Management And General | $709,845 | ManagementAndGeneralAmt |
| Fundraising | $91,414 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,215 | TotalAmt |
| Program Services | $13,103 | ProgramServicesAmt |
| Management And General | $140,466 | ManagementAndGeneralAmt |
| Fundraising | $168,646 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793,595 | TotalAmt |
| Program Services | $3,337 | ProgramServicesAmt |
| Management And General | $231,873 | ManagementAndGeneralAmt |
| Fundraising | $558,385 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,145 | TotalAmt |
| Program Services | $68,988 | ProgramServicesAmt |
| Management And General | $79,840 | ManagementAndGeneralAmt |
| Fundraising | $159,317 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,820 | TotalAmt |
| Program Services | $249 | ProgramServicesAmt |
| Management And General | $25,465 | ManagementAndGeneralAmt |
| Fundraising | $85,106 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,602 | TotalAmt |
| Program Services | $9,220 | ProgramServicesAmt |
| Management And General | $15,265 | ManagementAndGeneralAmt |
| Fundraising | $201,117 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,499 | TotalAmt |
| Program Services | $45,341 | ProgramServicesAmt |
| Management And General | $26,192 | ManagementAndGeneralAmt |
| Fundraising | $52,966 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,392 | TotalAmt |
| Program Services | $18,721 | ProgramServicesAmt |
| Management And General | $162,911 | ManagementAndGeneralAmt |
| Fundraising | $22,760 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| Children's Miracle Network | $965,279 | $965,279 | ||
| Bank Fees | $293,032 | $277,978 | $1,585 | $13,469 |
| Fundraising Platform Fees | $144,453 | $144,453 | ||
| Taxes | $675,000 | $675,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $716,155 | TotalAmt |
| Program Services | $13,222 | ProgramServicesAmt |
| Management And General | $286,738 | ManagementAndGeneralAmt |
| Fundraising | $416,195 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,891,897 | TotalAmt |
| Program Services | $49,703,773 | ProgramServicesAmt |
| Management And General | $5,481,885 | ManagementAndGeneralAmt |
| Fundraising | $10,706,239 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,865,489 | BOYAmt |
| EOY | $8,068,145 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,800,931 | BOYAmt |
| EOY | $22,310,328 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $812,623 | BOYAmt |
| EOY | $821,666 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,536,773 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,180,833 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,236,429 | BOYAmt |
| EOY | $1,355,940 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,103,914 | BOYAmt |
| EOY | $245,930,312 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,851,932 | BOYAmt |
| EOY | $236,020,122 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,087,612 | BOYAmt |
| EOY | $43,699,220 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $506,758,930 | BOYAmt |
| EOY | $558,205,733 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,951,651 | BOYAmt |
| EOY | $1,384,065 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,644,332 | BOYAmt |
| EOY | $39,021,706 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,032,279 | BOYAmt |
| EOY | $4,129,427 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,628,262 | BOYAmt |
| EOY | $44,535,198 | EOYAmt |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,999,344 | BOYAmt |
| EOY | $251,008,746 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,131,324 | BOYAmt |
| EOY | $262,661,789 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,130,668 | BOYAmt |
| EOY | $513,670,535 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $506,758,930 | BOYAmt |
| EOY | $558,205,733 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,918,451 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $37,705,666 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$84,250 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,012,879 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,573,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,464,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,354,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,066,173 | CurrentTaxYearAmt |
| Total | $225,471,094 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,012,879 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,573,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,464,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,354,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,066,173 | CurrentTaxYearAmt |
| Total | $225,471,094 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $17,838,111 | SubstantialContributorsTotAmt |
| Public Support Total170 | $207,632,983 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,092,338 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $562,796 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,011,813 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$1,303,761 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $844,760 | CurrentTaxYearAmt |
| Total | $5,207,946 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $188,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,939,139 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,962,315 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,311,446 | CurrentTaxYearAmt |
| Total | $7,401,887 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $238,080,927 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $340,089 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87211 | PublicSupportCY170Pct |
| Public Support PY170 | 0.8833 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $212,856,755 | BeginningYearBalanceAmt |
| Contributions | $5,661,274 | ContributionsAmt |
| Investment Earnings Or Losses | $29,652,939 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,726,135 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $476,968 | AdministrativeExpensesAmt |
| End Year Balance | $237,967,865 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $191,131,062 | BeginningYearBalanceAmt |
| Contributions | $6,435,822 | ContributionsAmt |
| Investment Earnings Or Losses | $25,181,459 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,435,580 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $456,008 | AdministrativeExpensesAmt |
| End Year Balance | $212,856,755 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $178,640,285 | BeginningYearBalanceAmt |
| Contributions | $2,058,352 | ContributionsAmt |
| Investment Earnings Or Losses | $19,855,180 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,972,461 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $450,294 | AdministrativeExpensesAmt |
| End Year Balance | $191,131,062 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $206,340,118 | BeginningYearBalanceAmt |
| Contributions | $2,945,214 | ContributionsAmt |
| Investment Earnings Or Losses | -$21,775,328 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,448,337 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $421,382 | AdministrativeExpensesAmt |
| End Year Balance | $178,640,285 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $161,396,280 | BeginningYearBalanceAmt |
| Contributions | $3,467,840 | ContributionsAmt |
| Investment Earnings Or Losses | $49,954,510 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,055,812 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $422,700 | AdministrativeExpensesAmt |
| End Year Balance | $206,340,118 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.3715 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.4637 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.1648 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,311,143 | OtherCostOrOtherBasisAmt |
| Depreciation | $480,752 | DepreciationAmt |
| Book Value | $830,391 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $310,521 | OtherCostOrOtherBasisAmt |
| Depreciation | $152,319 | DepreciationAmt |
| Book Value | $158,202 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $915,109 | OtherCostOrOtherBasisAmt |
| Depreciation | $547,762 | DepreciationAmt |
| Book Value | $367,347 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,355,940 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| Cash Value of Life Insurance | $526,295 | F |
| Alternative Investments | $232,992,879 | F |
| Indiana Univ. Investment Pool | $2,500,948 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $236,020,122 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Riley Museum Home | $43,189 |
| Beneficial Interest in Perpetual Trusts | $34,431,188 |
| Beneficial Interest in Charitable Lead Trust | $8,717,895 |
| ROU - Operating Lease | $506,948 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $43,699,220 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| Annuities | $1,095,610 |
| Inv. Held on Behalf of IU | $2,500,948 |
| Operating Lease Liability | $532,869 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,129,427 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $110,394,776 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $37,705,666 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $258,600 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $613,594 | OtherRevenueAmt |
| Revenue Not Reported | $38,577,860 | RevenueNotReportedAmt |
| Revenue Subtotal | $71,816,916 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $993,432 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $993,432 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $72,810,348 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $65,854,909 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $258,600 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $697,844 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $956,444 | ExpensesNotReportedAmt |
| Expenses Subtotal | $64,898,465 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $993,432 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $993,432 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $65,891,897 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 225 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 EXPENSES - 613594 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | UNCOLLECTIBLE PLEDGES - 84250 FUNDRAISING EXPENSES - 613594 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $136,580,255 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $136,580,255 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $136,580,255 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Davinci Direct | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 Cordage Park Circle | AddressLine1Txt |
| City | Plymouth | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Direct Mail | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $1,355,538 | GrossReceiptsAmt |
| Retained By Contractor | $457,117 | RetainedByContractorAmt |
| Net To Organization | $898,421 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,355,538 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $457,117 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $898,421 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Red for our Kids 2025 | Event1Nm |
| Gross Receipts Event1 | $766,796 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $670,237 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $96,559 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $194,360 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $161,739 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $53,303 | OtherDirectExpensesEvent1Amt |
| Event2 | IUDM and Gala | Event2Nm |
| Gross Receipts Event2 | $2,522,139 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $2,474,242 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $47,897 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $56,956 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $33,747 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $42,485 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $63,504 | OtherDirectExpensesEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $3,288,935 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,144,479 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $144,456 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $251,316 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $195,486 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $49,985 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $116,807 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $613,594 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$469,138 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Indiana University | |||||||
| 1130 W Michigan Street | Indianapolis | IN | 46202 | 356001673 | $31,783,285 | Hospital Programs | |
| Indiana University Health | |||||||
| 340 West 10th Street | Indianapolis | IN | 46206 | 351955872 | $14,547,402 | Hospital Programs | |
| IU Foundation Bradford Woods | |||||||
| 1500 N State Rd 46 Bypass | Bloomington | IN | 47408 | 356018940 | $1,080,965 | Camp Riley | |
| Purdue University | |||||||
| 2550 Northwestern Ave | West Lafayette | IN | 47906 | 356002041 | $1,250,000 | Nutritional Research | Suite 1100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Medical Financial Assistance | GrantTypeTxt |
| Recipient | 506 | RecipientCnt |
| Cash Grant | $397,064 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Elizabeth A Elkas | ||||||||||||||
| President and CEO (End 12/2024) | $406,107 | $0 | $51,000 | $0 | $126,646 | $0 | $23,640 | $0 | $16,245 | $0 | $623,638 | $0 | $126,565 | $0 |
| Meghan Miller | ||||||||||||||
| Chief Operating Officer | $257,535 | $0 | $23,400 | $0 | $42 | $0 | $21,851 | $0 | $20,899 | $0 | $323,727 | $0 | $0 | $0 |
| Karen Spataro | ||||||||||||||
| Chief Campaign Strategy & Communications Officer | $230,824 | $0 | $25,400 | $0 | $63 | $0 | $13,638 | $0 | $20,685 | $0 | $290,610 | $0 | $0 | $0 |
| Cara Lathrop | ||||||||||||||
| VP, Community Giving | $199,506 | $0 | $14,040 | $0 | $63 | $0 | $14,792 | $0 | $946 | $0 | $229,347 | $0 | $0 | $0 |
| Billy Jo Cripe | ||||||||||||||
| VP, Finance | $173,847 | $0 | $15,240 | $0 | $63 | $0 | $14,129 | $0 | $946 | $0 | $204,225 | $0 | $0 | $0 |
| Bill Hale | ||||||||||||||
| VP, People | $164,026 | $0 | $15,240 | $0 | $97 | $0 | $13,797 | $0 | $10,376 | $0 | $203,536 | $0 | $0 | $0 |
| Alane Helmer | ||||||||||||||
| VP, Corporate and Foundation | $127,480 | $0 | $11,115 | $0 | $42 | $0 | $11,480 | $0 | $20,838 | $0 | $170,955 | $0 | $0 | $0 |
| Meghan Freeman | ||||||||||||||
| AVP, Marketing and Communications | $130,289 | $0 | $9,506 | $0 | $42 | $0 | $10,524 | $0 | $664 | $0 | $151,025 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 CALENDAR YEAR 2024, THE PLAN VESTED AND THE BENEFITS WERE PAID TOTALING $126,565. NO CONTRIBUTIONS WERE MADE TO THE PLAN. |
| 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. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 47 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,578,021 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Event tickets | 4 | $184,964 | Market value |
| Yes (X) | Supplies - Events and donor relations | 11 | $50,241 | Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | Other - Event tickets Number of contributions Other - Supplies - Events and donor relations Number of contributions Securities - Publicly traded - Number of contributions |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Leah Corinne Martinson & Marta Birge - Business relationship, Otto Frenzel, IV & Perry Griffith - Business relationship |
| Form 990, Part VI, Line 4 Significant changes to organizational documents | The Endowment bylaws were updated to allow for a 51% majority vote to elect new Life Governors to align the policy with the election of active governors. Additionally, added language to allow Life Governors to vote in committee meetings. |
| 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 - -84250; Total - -84250; |
| Form 990, Part XII, Line 2c | THE AUDIT COMMITTEE SELECTS THE INDEPENDENT AUDITOR AND OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| Riley Children's Foundation LLC | ||||||||||
| 500 N Meridian St | Suite 100 | Indianapolis | IN | 46204 | 824499607 | Charitable | IN | $27,953,083 | $8,797,714 | RCE |
| Indiana University Dance Marathon LLC | ||||||||||
| 500 N Meridian St | Suite 100 | Indianapolis | IN | 46204 | 881479026 | Charitable | IN | $245,764 | $101,055 | RCE |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Indiana University | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 E 7th St | AddressLine1Txt |
| City | Bloomington | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356001673 | EIN |
| Primary Activities | Education | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 2 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Trust (13) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Trust | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |