2019-12-12T13:21:22-06:00 2019-06-30 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2018-07-01 350868147 James Whitcomb Riley Memorial Association % RILEY CHILDREN'S ENDOWMENT JAME 3176344474 30 SOUTH MERIDIAN STREET Suite 200 INDIANAPOLIS IN 46204 BILLY JO CRIPE VP, FINANCE 2019-11-15 true NICOLE B FISHBACK P01279475 3173834000 2019-11-15 167.68.126.162 43033020193465000006 2019-12-12 P B77B5E581F806D9CFF6850E50A3C51F547167C74 2549B8983BCEF4BD4CBB570D93CEB1A1E7F466AD 2018 2020-04-17 16:48:07Z Riley Children's Endowment ELIZABETH A ELKAS 30 S MERIDIAN ST STE 200 INDIANAPOLIS IN 46204 138270944 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. 29 28 91 100 -948563 -848332 31053670 31684031 19042 23651 61313826 8327411 11823 38747 92398361 40073840 31081898 29683919 0 0 7028747 7277657 471952 482414 7640035 7307275 7459111 45889872 44903101 46508489 -4829261 408350274 400295560 32917327 30648813 375432947 369646747 TO SUPPORT FUNDRAISING ACTIVITIES FOR RILEY HOSPITAL FOR CHILDREN AND ITS RESEARCH PROGRAMS, CAMP RILEY, FAMILY SUPPORT PROGRAMS AND THE RILEY MUSEUM HOME. false false 28753196 28753196 4861 RILEY HOSPITAL: SUPPORT FOR RILEY HOSPITAL FOR CHILDREN IN INDIANAPOLIS, IN. FUNDS ARE USED FOR PATIENT CARE, RESEARCH, EDUCATION, AND EQUIPMENT. 930723 930723 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. 485429 27399 RILEY MUSEUM HOME: THE HOME IS A NATIONAL HISTORIC LANDMARK WHICH I OPEN TO THE PUBLIC. BY TOURING THE HOME VISITORS MAY OBSERVE ONE OF THE FINEST VICTORIAN PRESERVATIONS IN THE UNITED STATES. 30169348 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 false true false false false false false false false false true false false false true true false false false true 51 0 91 true true true false false false false true true false false false false false false X 29 28 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 30 SOUTH MERIDIAN STREET SUITE 200 INDIANAPOLIS IN 46204 X DAVID A RICKS BOARD CHAIR 2.5 0.0 X X 0 0 0 KELLY M HUNTINGTON VICE CHAIR 1.0 0.0 X X 0 0 0 JOHN T THOMPSON TREASURER 1.0 0.0 X X 0 0 0 REBECCA ESPINOZA-KUBACKI SECRETARY 1.0 0.0 X X 0 0 0 KAREN FERGUSON FUSON BOARD MEMBER/INTERIM CEO 8.0 0.0 X X 57452 0 0 CHRISTINA KITE BOARD MEMBER 1.0 0.0 X 0 0 0 CRAIG K SVENSSON PHD BOARD MEMBER 1.0 0.0 X 0 0 0 CYNTHIA SIMON SKJODT BOARD MEMBER 1.0 0.0 X 0 0 0 DENNIS M MURPHY BOARD MEMBER 1.0 0.0 X 0 0 0 EUGENE R TEMPEL BOARD MEMBER 1.0 0.0 X 0 0 0 GEORGETTE A SMITH BOARD MEMBER 1.0 0.0 X 0 0 0 GLENN SCOLNIK BOARD MEMBER 1.0 0.0 X 0 0 0 J MURRAY CLARK BOARD MEMBER 1.0 0.0 X 0 0 0 JANET HOLCOMB BOARD MEMBER 1.0 0.0 X 0 0 0 JAY HESS MD PHD MHSA BOARD MEMBER 1.0 0.0 X 0 0 0 JEROME F HENRY JR BOARD MEMBER 1.0 0.0 X 0 0 0 JERRY D SEMLER BOARD MEMBER 1.0 0.0 X 0 0 0 KAREN S PENCE BOARD MEMBER 1.0 0.0 X 0 0 0 LAURIE BURNS MCROBBIE BOARD MEMBER 1.0 0.0 X 0 0 0 LEAH CORRINE MARTINSON MD 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 OTTO N FRENZEL IV BOARD MEMBER 1.0 0.0 X 0 0 0 REV EDWARD A MALLOY CSC BOARD MEMBER 1.0 0.0 X 0 0 0 ROBERT G JONES BOARD MEMBER 1.0 0.0 X 0 0 0 RONALD F REMAK BOARD MEMBER 1.0 0.0 X 0 0 0 PAM MATTHEWS BOARD MEMBER 1.0 0.0 X 0 0 0 C PERRY GRIFFITH JR BOARD MEMBER 1.0 0.0 X 0 0 0 ALAN L SCHWARTZ PHD MD BOARD MEMBER 1.0 0.0 X 0 0 0 KEVIN O'KEEFE PRESIDENT AND CEO 40.0 0.0 X 402954 0 40045 EMILY HUGHES ASSISTANT SECRETARY 40.0 0.0 X 64736 0 23222 JACQUELYN GROTH CFO (1/1/18 - 5/4/18) 40.0 0.0 X 64723 0 5113 MEGHAN F MILLER CHIEF OPERATING OFFICER 40.0 0.0 X 37945 0 4536 VICKI MECH HESTER CHIEF ADMINISTRATIVE OFFICER 40.0 0.0 X 163193 0 29382 KATHRYN BRINKERHOFF AVP, DEVELOPMENT 40.0 0.0 X 118019 0 27384 JAMES AUSTIN CHIEF MARKETING & CP OFFICER 40.0 0.0 X 212517 0 44172 CARA LATHROP VP DEVELOPMENT 40.0 0.0 X 158642 0 12648 BILLY JO CRIPE VP, FINANCE 40.0 0.0 X 131806 0 10960 1411987 0 197462 9 false true false CORNERSTONE PARTNERS LLC 675 PETER JEFFERSON PARKWAY SUITE CHARLOTTESVILLE VA 22911 INVESTMENT ADVISORY 1201361 THREE SIXTY GROUP 310 WEST MICHIGAN STREET SUITE A INDIANAPOLIS IN 46202 ADVERTISING/PROMO 682512 MATRIX INTEGRATION 417 MAIN STREET JASPER IN 47546 IT SERVICES 119185 RUSSELL REYNOLDS CHURCH STREET STATION PO BOX 6427 NEW YORK NY 10249 EXECUTIVE RECRUITING 143657 CHARITY DYNAMICS 4031 GUADALUPE ST AUSTIN TX 78751 F/R CONSULTANT 165175 5 31684031 751867 31684031 RILEY MUSEUM HOME ADMISSIONS 900099 23651 23651 23651 1187461 -951744 2139205 0 0 0 0 0 105307374 98167424 7139950 7139950 3181 7136769 0 0 0 0 0 0 68607 29680 38747 38747 0 40073840 62398 -948563 9275974 29683919 29683919 0 0 0 627810 627810 0 4900084 240518 1686568 2972998 317729 17491 117174 183064 1067258 57541 345935 663782 364776 16772 139241 208763 240310 2840 167389 70081 81711 81711 78968 78968 0 482414 482414 1933966 1933966 0 737761 10207 530950 196604 444179 12328 236162 195689 900469 1398 235275 663796 0 437314 43214 173936 220164 146920 168 27176 119576 0 347271 1883 41770 303618 0 0 157188 54594 34882 67712 144189 24047 112463 7679 CHILDRENS MIRACLE NETWORK 874267 874267 EQUIPMENT RENTAL & MAINT. 113889 21907 91982 TEAM RAISER ONLINE FEES 277579 277579 PROFESSIONAL DEVELOPMENT 94999 183 54549 40267 448131 2245 445886 44903101 30169348 7093718 7640035 0 0 8938634 9478085 8464388 8656317 0 0 0 0 0 0 0 0 0 0 0 0 2136489 835714 1414761 1300775 217162235 198118049 136249122 145751541 0 0 0 0 36121134 36990793 408350274 400295560 1100383 1415990 23632132 22957295 0 0 0 0 0 0 0 0 0 0 0 0 8184812 6275528 32917327 30648813 X 174680677 176607183 82258296 72356597 118493974 120682967 375432947 369646747 408350274 400295560 X -4829261 -940992 -15947 X false true X true false X 33411618 28667207 35940860 31053670 31684031 160757386 0 0 33411618 28667207 35940860 31053670 31684031 160757386 10693523 150063863 5577687 5794563 4960146 1689387 1187461 19209244 0 0 179966630 689874 0.83384 0.81283 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X false 173304774 2879950 1966027 7466192 396690 170287869 164225178 2567499 15397026 7347755 1537174 173304774 150567395 6489824 15260356 6640528 1451869 164225178 146512065 11884250 -768854 5695867 1364199 150567395 149520327 1365447 1883619 4981485 1275843 146512065 0.39390 0.54090 0.06520 false false 0 1311143 218524 1092619 0 259468 199656 59812 0 565878 417534 148344 0 1300775 CASH VALUE OF LIFE INSURANCE 1023810 F ALTERNATIVE INVESTMENTS 138618062 F INDIANA UNIV. INVESTMENT POOL 6109669 F 145751541 RILEY MUSEUM HOME 43189 PREPAID EXPENSE 650701 BENEFICIAL INTEREST IN 26684633 CHARITABLE LEAD TRUST 9612270 36990793 0 ANNUITIES 165859 INV. HELD OF BEHALF OF INDIANA 6109669 6275528 37794187 -940992 595305 -345687 38139874 1933966 1933966 40073840 43580387 595305 15947 611252 42969135 1933966 1933966 44903101 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 150 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 $15,947 Central America and the Caribbean Investments NA 133443399 133443399 133443399 true false true true true false X X X X true DAVINCI DIRECT DIRECT MAIL false 1209119 482414 726705 1209119 482414 726705 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 HEALTH PHYSICIANS 705 RILEY HSPTL DR INDIANAPOLIS IN 46202 351747218 501(C)(3) 492552 HOSPITAL PROJECTS BRADFORD WOODS- IU OUTDOOR CENTER 5040 ST RD 67 N MARTINSVILLE IN 46151 356001673 501(c)(3) 725747 CAMP RILEY PROGRAM INDIANA UNIVERSITY PO BOX 66057 INDIANAPOLIS IN 46266 356001673 501(c)(3) 19092103 HOSPITAL & RESEARCH INDIANA UNIVERSITY FOUNDATION 950 N MERIDIAN ST INDIANAPOLIS IN 46204 356018940 501(c)(3) 23338 PROFESSORSHIP INDIANA UNIVERSITY HEALTH 340 WEST 10TH STREET INDIANAPOLIS IN 46206 351955872 501(c)(3) 9225384 HOSPITAL PROJECTS 5 SCHEDULE I, PART I, LINE 2 EXPENDITURES FOR GRANT FUNDS ARE MONITORED QUARTERLY AND COMPARED WITH THE GRANT AWARD CUMULATIVE AMOUNT BEFORE DISBURSEMENT OF FUNDS OCCURS. ACCOUNTABILITY REPORTS ARE SOLICITED FROM GRANTEES AND REVIEWED ON AN ANNUAL BASIS. X X X X false false false false false false false false false KEVIN O'KEEFE PRESIDENT AND CEO 340925 0 50000 0 12029 0 20625 0 19420 0 442999 0 0 0 VICKI MECH HESTER CHIEF ADMINISTRATIVE OFFICER 153127 0 10000 0 66 0 12402 0 16980 0 192575 0 0 0 JAMES AUSTIN CHIEF MARKETING & CP OFFICER 192240 0 20000 0 277 0 16709 0 27464 0 256690 0 0 0 CARA LATHROP VP DEVELOPMENT 148600 0 10000 0 42 0 11898 0 750 0 171290 0 0 0 X 1200 MARKET VALUE X 22 650084 MARKET VALUE X 6 33555 MARKET VALUE X FUNDRAISING PLATFORM 1 40665 MARKET VALUE X ELECTRONICS 1 9710 MARKET VALUE X TECHONOLOGY SUPPLIES 1 16653 MARKET VALUE false true false 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 & 15B COMPENSATION FOR THE PRESIDENT AND KEY EMPLOYEES IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE OF THE BOARD USES AN ANNUAL COMPENSATION AND BENEFITS SURVEY PROVIDED BY A HUMAN RESOURCE CONSULTING FIRM FOR COMPARABILITY DATA. IN 2019 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 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 VII, SECTION A, LINE 5 KAREN FERGUSON FUSON WAS A MEMBER OF THE BOARD FROM JULY 2018 TO AUGUST 2018. DURING AUGUST SHE BECAME THE INTERIM CEO OF THE ORGANIZATION, WHICH LASTED THROUGH DECEMBER 2018. FROM JANUARY TO JUNE 2019, SHE WAS A BOARD MEMBER ONLY. FORM 990, PART XI, LINE 9, CHANGE IN NET ASSETS: UNCOLLECTIBLE PLEDGES -15,947 FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE SELECTS THE INDEPENDENT AUDITOR AND OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS. 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