2022-12-05T07:53:25-06:00 2022-06-30 FORVIS LLP 201 N Illinois Street Indianapolis IN 46204 990 2021-07-01 350868147 James Whitcomb Riley Memorial Association % RILEY CHILDREN'S ENDOWMENT JAME 3176344474 500 N MERIDIAN ST SUITE 100 INDIANAPOLIS IN 46204 BILLY JO CRIPE VP, FINANCE 3176344474 2022-11-15 true BILLY JO CRIPE XXX-XX-XXXX NICOLE B FISHBACK P01279475 3173834000 2022-11-15 2 2021 2022-09-23 18:48:47Z X RILEY CHILDREN'S ENDOWMENT ELIZABETH A ELKAS 500 N MERIDIAN ST STE 100 INDIANAPOLIS IN 46204 149147717 false X WWW.RILEYKIDS.ORG X 1921 IN JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION'S VISION IS TO ENSURE CHILDREN HAVE ACCESS TO EXCEPTIONAL HEALTHCARE BY FUNDING PEDIATRIC RESEARCH, EDUCATION, AND CARE. 31 31 71 100 233552 33019 34012879 47573271 7400 29302 14951964 20913409 -47160 27216 48925083 68543198 35633599 33295494 0 0 6116780 6515914 435303 459999 7618337 4688729 5580939 46874411 45852346 2050672 22690852 468556555 429029854 35115374 37837967 433441181 391191887 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 32480796 32480796 37317 RILEY HOSPITAL: SUPPORT FOR RILEY HOSPITAL FOR CHILDREN. FUNDS ARE USED FOR PATIENT CARE, RESEARCH, EDUCATION, AND EQUIPMENT. 816953 816953 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. 329292 29302 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. 33627041 true true false false false false false true false true true true false true true false false true false false true false false true false false false true true true false false false false false false false false true false false false true true false false false true 30 0 71 true true true false false false false true true false false false false false false X 31 31 false false true 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 404214 0 61475 MEGHAN MILLER CHIEF OPERATING OFFICER 40.0 0.0 X 250775 0 29771 KAREN SPATARO CHIEF COMMUNICATIONS OFFICER 40.0 0.0 X 210030 0 22103 CARA LATHROP VP, COMMUNITY GIVING 40.0 0.0 X 165490 0 5815 BILLY JO CRIPE VP, FINANCE 40.0 0.0 X 156588 0 6474 KATHRYN BRINKERHOFF VP, LEADERSHIP GIVING 40.0 0.0 X 140779 0 19198 BILL HALE VP, PEOPLE 40.0 0.0 X 140421 0 19527 J MURRAY CLARK CHAIRMAN 2.5 0.0 X X 0 0 0 LEAH CORINNE MARTINSON MD VICE CHAIR AND SECRETARY 4.0 0.0 X X 0 0 0 OTTO N FRENZEL IV TREASURER 2.5 0.0 X X 0 0 0 FARAZ ABBASI 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 JOHN DILLON BOARD MEMBER 1.0 0.0 X 0 0 0 REBECCA ESPINOZA-KUBACKI BOARD MEMBER 1.0 0.0 X 0 0 0 KAREN FERGUSON FUSON BOARD MEMBER 1.0 0.0 X 0 0 0 C PERRY GRIFFITH JR BOARD MEMBER 1.0 0.0 X 0 0 0 JEROME F HENRY JR BOARD MEMBER 1.0 0.0 X 0 0 0 JAY L HESS BOARD MEMBER 1.0 0.0 X 0 0 0 JANET HOLCOMB BOARD MEMBER 1.0 0.0 X 0 0 0 KELLY HUNTINGTON 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 DENNIS M MURPHY BOARD MEMBER 1.0 0.0 X 0 0 0 SYAM NAIR BOARD MEMBER 1.0 0.0 X 0 0 0 RONALD F REMAK BOARD MEMBER 1.0 0.0 X 0 0 0 DAVID A RICKS 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 D SEMLER BOARD MEMBER 1.0 0.0 X 0 0 0 CYNTHIA SIMON SKJODT BOARD MEMBER 1.0 0.0 X 0 0 0 GEORGETTE A SMITH BOARD MEMBER 1.0 0.0 X 0 0 0 MARK A SMITH BOARD MEMBER 1.0 0.0 X 0 0 0 MICHAEL L SMITH BOARD MEMBER 1.0 0.0 X 0 0 0 CRAIG K SVENSSON BOARD MEMBER 1.0 0.0 X 0 0 0 EUGENE R TEMPEL BOARD MEMBER 1.0 0.0 X 0 0 0 PAMELA WHITTEN BOARD MEMBER 1.0 0.0 X 0 0 0 1468297 0 164363 7 false true false CORNERSTONE PARTNERS LLC 675 PETER JEFFERSON PARKWAY SUITE CHARLOTTESVILLE VA 22911 INVEST CONSULTING 1076014 NORTHERN TRUST 50 S LA SALLE ST CHICAGO IL 60603 INVEST ADMIN 190612 THREE SIXTY GROUP 212 W 10TH ST SUITE F-190 INDIANAPOLIS IN 46202 ADVERTISING/PROMO 418287 LEAP MANAGED IT 5752 W KILGORE AVE MUNCIE IN 47304 IT SERVICES 253046 COMMUNITY COUNSELING SERVICE CO LL 155 N WACKER SUITE 1790 CHICAGO IL 60606 FUNDRAISING CONSULT 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270329 649642 471771 177871 1409705 CASH VALUE OF LIFE INSURANCE 1128824 F ALTERNATIVE INVESTMENTS 185921591 F INDIANA UNIV. INVESTMENT POOL 3178782 F 190229197 RILEY MUSEUM HOME 43190 PERPETUAL TRUSTS 26908506 CHARITABLE LEAD TRUST 7663637 34615333 0 ANNUITIES 154123 INV. HELD OF BEHALF OF INDIANA 3178782 3332905 X 2380451 -64905146 9025 -64896121 67276572 1266626 1266626 68543198 44629745 9025 35000 44025 44585720 1266626 1266626 45852346 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 160 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 XII, LINE 2D OTHER ADJUSTMENTS: UNCOLLECTIBLE PLEDGES FROM PRIOR YEARS: $35,000 Central America and the Caribbean Investments NA 124206031 124206031 124206031 true false true true true false X X X X X X true DAVINCI DIRECT DIRECT MAIL false 1379822 459999 919823 1379822 459999 919823 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 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) 18287870 HOSPITAL & RESEARCH INDIANA UNIVERSITY FOUNDATION 950 N MERIDIAN ST INDIANAPOLIS IN 46204 356018940 501(c)(3) 524791 PROFESSORSHIP INDIANA UNIVERSITY HEALTH 340 WEST 10TH STREET INDIANAPOLIS IN 46206 351955872 501(c)(3) 10646121 HOSPITAL PROJECTS INDIANA UNIVERSITY HEALTH PHYSICIANS 705 RILEY HSPTL DR INDIANAPOLIS IN 46202 351747218 501(C)(3) 169729 HOSPITAL PROJECTS 4 MEDICAL FINANCIAL ASSISTANCE 1220 2673391 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 372332 31605 277 39515 21960 465689 MEGHAN MILLER CHIEF OPERATING OFFICER 238091 12642 42 7811 21960 280546 KAREN SPATARO CHIEF COMMUNICATIONS OFFICER 197346 12642 42 6651 15452 232133 CARA LATHROP VP, COMMUNITY GIVING 159106 6321 63 4965 850 171305 KATHRYN BRINKERHOFF VP, LEADERSHIP GIVING 134416 6321 42 4502 14696 159977 BILLY JO CRIPE VP, FINANCE 147725 8821 42 4705 1769 163062 BILL HALE VP, PEOPLE 134004 6321 96 4386 15141 159948 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 4B NONQUALIFIED RETIREMENT PLAN: THE PRESIDENT AND CEO IS A PARTICIPANT IN A 457(F) PLAN. DURING THE YEAR $30,815 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 11955 MARKET VALUE X 32 4580230 MARKET VALUE X LEASEHOLD IMPROVEMENTS 1 281142 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 4 THE BYLAWS UPDATED ARTICLE II, SECTION 2, STATING THE GOVERNORS COULD BE DESIGNATED (AN ADDITION), APPOINTED OR ELECTED IN VARIOUS WAYS. THIS WAS DONE TO SHOW THAT THE INDIANA UNIVERSITY PRESIDENT COULD DESIGNATE A PERSON TO STAND-IN FOR THEIR SEAT ON THE BOARD. IT ALSO CLARIFIED THAT THE SAID DESIGNEE HAD FULL POWER AND AUTHORITY TO ACT AS THE INDIANA UNIVERSITY GOVERNOR IN THIS ROLE UNTIL SUCH TIME AS REPLACED BY THE IU PRESIDENT. IT ALSO CONFIRMED THAT ANY CORRESPONDENCE INCLUDING EMAIL FROM ANYONE WITHIN THE OFFICE OF THE PRESIDENT OF INDIANA UNIVERSITY NOTIFYING RCF OF A REMOVAL OF DESIGNATION OR GOVERNOR IS SUFFICIENT TO REMOVE THEM. LANGUAGE IN GENERAL WAS CHANGED FROM PRESIDENT OF INDIANA UNIVERSITY TO INDIANA UNIVERSITY GOVERNOR. 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 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 BI-ANNUAL 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 2021 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 -35,000 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 24936973 10754130 RCE INDIANA UNIVERSITY DANCE MARATHON LLC 500 N MERIDIAN ST STE 100 INDIANAPOLIS IN 46204 881479026 CHARITABLE IN 40000 28410 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 18287870 FMV