JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION (EIN 35-0868147)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-12-19
- IRS object ID
- 201843539349300219
- Schema version
- 2017v2.3
- 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 | 2018-12-19T10:33:04-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | 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) |
|---|---|---|
| In Care Of | % JWRILEY MEMORIAL ASSOC | InCareOfNm |
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 3176344474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH MERIDIAN STREET Suite 200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN FERGUSON FUSON | PersonNm |
| Person Title | INTERIM PRESIDENT | PersonTitleTxt |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE B FISHBACK | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 43033020183535000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-12-19 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E0D1C55FF52E75839F8612520BFCC9C924EF320E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 044A2AED37EC84B6C9EB8C13C8A8970068B737BA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RILEY CHILDREN'S ENDOWMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN FERGUSON FUSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 S MERIDIAN ST STE 200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $378,225,528 | 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 | JAMES WHITCOMB RILEY MEMORIAL ASSOCIATIONS'S VISION IS TO ENSURE CHILDREN HAVE ACCESS TO EXCEPTIONAL HEALTHCARE BY FUNDING PEDIATRIC RESEARCH, EDUCATION, AND CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 83 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $343,881 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $43,067 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $35,940,860 | PYContributionsGrantsAmt |
| CY Contributions Grants | $31,053,670 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $51,165 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,042 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,501,500 | PYInvestmentIncomeAmt |
| CY Investment Income | $61,313,826 | CYInvestmentIncomeAmt |
| PY Other Revenue | $105,189 | PYOtherRevenueAmt |
| CY Other Revenue | $11,823 | CYOtherRevenueAmt |
| PY Total Revenue | $44,598,714 | PYTotalRevenueAmt |
| CY Total Revenue | $92,398,361 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $32,678,457 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $31,081,898 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,665,419 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,028,747 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $465,949 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $471,952 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,530,868 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,440,137 | PYOtherExpensesAmt |
| CY Other Expenses | $7,307,275 | CYOtherExpensesAmt |
| PY Total Expenses | $46,249,962 | PYTotalExpensesAmt |
| CY Total Expenses | $45,889,872 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,651,248 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $46,508,489 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $396,097,938 | TotalAssetsBOYAmt |
| Total Assets EOY | $408,350,274 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,357,217 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,917,327 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $359,740,721 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $375,432,947 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT FUNDRAISING ACTIVITIES FOR RILEY HOSPITAL FOR CHILDREN AND ITS RESEARCH PROGRAMS, CAMP RILEY, FAMILY SUPPORT PROGRAMS AND THE RILEY MUSEUM HOME. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $30,074,910 | ExpenseAmt |
| Grant | $30,074,910 | GrantAmt |
| Revenue | $11,823 | RevenueAmt |
| Desc | RILEY HOSPITAL: SUPPORT FOR RILEY HOSPITAL FOR CHILDREN IN INDIANAPOLIS, IN. FUNDS ARE USED FOR PAITENT CARE, RESEARCH, EDUCATION, AND EQUIPMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,006,988 | ExpenseAmt |
| Grant | $1,006,988 | GrantAmt |
| Desc | CAMP RILEY: THE CAMP FEATURES PROGRAMS AND FACILITIES DESIGNED FOR PHYSICALLY DISABLED YOUTHS. 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 | $525,975 | ExpenseAmt |
| Revenue | $19,042 | 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 | $31,607,873 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 |
| 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JWRILEY MEMORIAL ASSOC | PersonNm |
| Phone | 3176344474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH MERIDIAN STREET SUITE 200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID A RICKS | ||||||||
| BOARD CHAIR | 2.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KELLY M HUNTINGTON | ||||||||
| VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN T THOMPSON | ||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REBECCA ESPINOZA-KUBACKI | ||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALAN L SCHWARTZ PHD MD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CATHLEEN L ROONEY | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA KITE | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG K SVENSSON PHD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG S HUSE | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA SIMON SKJODT | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH L KELLER | ||||||||
| 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 | ||
| EUGENE R TEMPEL | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GEORGETTE A SMITH | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GLENN SCOLNIK | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| J MURRAY CLARK | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JAMES T MORRIS | ||||||||
| CHAIRMAN EMERITUS | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JANET HOLCOMB | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JAY HESS MD PHD MHSA | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JEROME F HENRY JR | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JERRY D SEMLER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KAREN FERGUSON FUSON | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KAREN S PENCE | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LAURIE BURNS MCROBBIE | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LEAH CORRINE MARTINSON MD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARK A SMITH | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL L SMITH | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| OTTO N FRENZEL IV | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| REV EDWARD A MALLOY CSC | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT G JONES | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RONALD F REMAK | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN O'KEEFE | ||||||||
| PRESIDENT & CEO | 40.0 | 0.0 | Yes (X) | $382,527 | $0 | $33,600 | ||
| EMILY HUGHES | ||||||||
| ASSISTANT SECRETARY | 40.0 | 0.0 | Yes (X) | $64,424 | $0 | $24,604 | ||
| JACQUELYN GROTH | ||||||||
| CFO (7/1/17 - 5/4/18) | 40.0 | 0.0 | Yes (X) | $200,328 | $0 | $24,077 | ||
| VICKI MECH HESTER | ||||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.0 | 0.0 | $200,457 | $0 | $29,385 | Yes (X) | ||
| NICHOLAS OYLER | ||||||||
| VP DEVELOPMENT(7/1/17-5/1/18) | 40.0 | 0.0 | $149,042 | $0 | $32,133 | Yes (X) | ||
| JAMES AUSTIN | ||||||||
| CHIEF MARKETING & CP OFFICER | 40.0 | 0.0 | $202,400 | $0 | $35,379 | Yes (X) | ||
| CARA LATHROP | ||||||||
| VP DEVELOPMENT | 40.0 | 0.0 | $153,314 | $0 | $12,211 | Yes (X) | ||
| JAMES WILLIAMS | ||||||||
| VP DEVELOPMENT(7/1/17-5/5/18) | 40.0 | 0.0 | $148,800 | $0 | $19,938 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,501,292 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $211,327 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CORNERSTONE PARTNERS LLC | |||||
| 675 PETER JEFFERSON PARKWAY SUITE | CHARLOTTESVILLE | VA | 22911 | INVESTMENT ADVISORY | $1,209,921 |
| THREE SIXTY GROUP | |||||
| 310 WEST MICHIGAN STREET SUITE A | INDIANAPOLIS | IN | 46202 | ADVERTISING/PROMO | $602,135 |
| Ice Miller LLP | |||||
| One America Square Suite 2900 | INDIANAPOLIS | IN | 46282 | LEGAL | $205,003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $31,053,670 | AllOtherContributionsAmt |
| Noncash Contributions | $297,665 | NoncashContributionsAmt |
| Total Contributions | $31,053,670 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RILEY MUSEUM HOME ADMISSIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $19,042 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,042 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,042 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,689,387 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$207,248 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,896,635 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $345,420,315 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $285,795,876 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,624,439 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,624,439 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $551,129 | UnrelatedBusinessRevenueAmt |
| Exclusion | $59,073,310 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $43,114 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $31,291 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,823 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,823 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,398,361 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,865 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $343,881 | UnrelatedBusinessRevenueAmt |
| Exclusion | $60,969,945 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,081,898 | TotalAmt |
| Program Services | $31,081,898 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $729,560 | TotalAmt |
| Management And General | $729,560 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,716,782 | TotalAmt |
| Program Services | $227,888 | ProgramServicesAmt |
| Management And General | $1,372,475 | ManagementAndGeneralAmt |
| Fundraising | $3,116,419 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,987 | TotalAmt |
| Program Services | $16,820 | ProgramServicesAmt |
| Management And General | $142,044 | ManagementAndGeneralAmt |
| Fundraising | $183,123 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $876,935 | TotalAmt |
| Program Services | $49,042 | ProgramServicesAmt |
| Management And General | $284,514 | ManagementAndGeneralAmt |
| Fundraising | $543,379 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,483 | TotalAmt |
| Program Services | $16,772 | ProgramServicesAmt |
| Management And General | $130,338 | ManagementAndGeneralAmt |
| Fundraising | $216,373 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,779 | TotalAmt |
| Program Services | $5,560 | ProgramServicesAmt |
| Management And General | $99,571 | ManagementAndGeneralAmt |
| Fundraising | $6,648 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,146 | TotalAmt |
| Management And General | $304,146 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,482 | TotalAmt |
| Management And General | $63,482 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,952 | TotalAmt |
| Fundraising | $471,952 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,898,429 | TotalAmt |
| Management And General | $1,898,429 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $969,045 | TotalAmt |
| Program Services | $25,931 | ProgramServicesAmt |
| Management And General | $682,468 | ManagementAndGeneralAmt |
| Fundraising | $260,646 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $557,837 | TotalAmt |
| Program Services | $8,835 | ProgramServicesAmt |
| Management And General | $262,934 | ManagementAndGeneralAmt |
| Fundraising | $286,068 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,254 | TotalAmt |
| Program Services | $1,848 | ProgramServicesAmt |
| Management And General | $229,681 | ManagementAndGeneralAmt |
| Fundraising | $110,725 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,190 | TotalAmt |
| Program Services | $14,065 | ProgramServicesAmt |
| Management And General | $98,463 | ManagementAndGeneralAmt |
| Fundraising | $177,662 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,182 | TotalAmt |
| Program Services | $174 | ProgramServicesAmt |
| Management And General | $26,381 | ManagementAndGeneralAmt |
| Fundraising | $120,627 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,886 | TotalAmt |
| Management And General | $10,898 | ManagementAndGeneralAmt |
| Fundraising | $157,988 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,012 | TotalAmt |
| Program Services | $54,917 | ProgramServicesAmt |
| Management And General | $37,119 | ManagementAndGeneralAmt |
| Fundraising | $66,976 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,518 | TotalAmt |
| Program Services | $19,774 | ProgramServicesAmt |
| Management And General | $101,744 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| CHILDRENS MIRACLE NETWORK | $924,490 | $924,490 | ||
| EQUIPMENT RENTAL & MAINT. | $454,852 | $268,933 | $84,201 | $101,718 |
| TEAM RAISER ONLINE FEES | $259,073 | $259,073 | ||
| PROFESSIONAL DEVELOPMENT | $104,403 | $27,341 | $148 | $76,914 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,697 | TotalAmt |
| Management And General | $98,252 | ManagementAndGeneralAmt |
| Fundraising | $332,445 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,889,872 | TotalAmt |
| Program Services | $31,607,873 | ProgramServicesAmt |
| Management And General | $6,751,131 | ManagementAndGeneralAmt |
| Fundraising | $7,530,868 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,008,096 | BOYAmt |
| EOY | $8,938,634 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,417,263 | BOYAmt |
| EOY | $8,464,388 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,132,903 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $718,142 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,554,141 | BOYAmt |
| EOY | $1,414,761 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,144,474 | BOYAmt |
| EOY | $217,162,235 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,986,548 | BOYAmt |
| EOY | $136,249,122 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,987,416 | BOYAmt |
| EOY | $36,121,134 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,097,938 | BOYAmt |
| EOY | $408,350,274 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $956,275 | BOYAmt |
| EOY | $1,100,383 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,561,831 | BOYAmt |
| EOY | $23,632,132 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,839,111 | BOYAmt |
| EOY | $8,184,812 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,357,217 | BOYAmt |
| EOY | $32,917,327 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,324,630 | BOYAmt |
| EOY | $174,680,677 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,247,351 | BOYAmt |
| EOY | $82,258,296 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,168,740 | BOYAmt |
| EOY | $118,493,974 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,740,721 | BOYAmt |
| EOY | $375,432,947 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,097,938 | BOYAmt |
| EOY | $408,350,274 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $46,508,489 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$30,791,691 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$24,572 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $27,286,274 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,411,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,667,207 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,940,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,053,670 | CurrentTaxYearAmt |
| Total | $156,359,629 | 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 | $27,286,274 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,411,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,667,207 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,940,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,053,670 | CurrentTaxYearAmt |
| Total | $156,359,629 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,213,370 | SubstantialContributorsTotAmt |
| Public Support Total170 | $145,146,259 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,188,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,577,687 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,794,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,960,146 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,689,387 | CurrentTaxYearAmt |
| Total | $22,210,369 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $178,569,998 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $776,847 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81283 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78742 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| 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 | $164,225,178 | BeginningYearBalanceAmt |
| Contributions | $2,567,499 | ContributionsAmt |
| Investment Earnings Or Losses | $15,397,026 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,347,755 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,537,174 | AdministrativeExpensesAmt |
| End Year Balance | $173,304,774 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $150,567,395 | BeginningYearBalanceAmt |
| Contributions | $6,489,824 | ContributionsAmt |
| Investment Earnings Or Losses | $15,260,356 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,640,528 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,451,869 | AdministrativeExpensesAmt |
| End Year Balance | $164,225,178 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $146,512,065 | BeginningYearBalanceAmt |
| Contributions | $11,884,250 | ContributionsAmt |
| Investment Earnings Or Losses | -$768,854 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,695,867 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,364,199 | AdministrativeExpensesAmt |
| End Year Balance | $150,567,395 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $149,520,327 | BeginningYearBalanceAmt |
| Contributions | $1,365,447 | ContributionsAmt |
| Investment Earnings Or Losses | $1,883,619 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,981,485 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,275,843 | AdministrativeExpensesAmt |
| End Year Balance | $146,512,065 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $134,586,278 | BeginningYearBalanceAmt |
| Contributions | $2,841,054 | ContributionsAmt |
| Investment Earnings Or Losses | $18,109,857 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,814,676 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,202,186 | AdministrativeExpensesAmt |
| End Year Balance | $149,520,327 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.39030 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51620 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09350 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,311,143 | OtherCostOrOtherBasisAmt |
| Depreciation | $174,819 | DepreciationAmt |
| Book Value | $1,136,324 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $256,048 | OtherCostOrOtherBasisAmt |
| Depreciation | $151,892 | DepreciationAmt |
| Book Value | $104,156 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $565,712 | OtherCostOrOtherBasisAmt |
| Depreciation | $391,431 | DepreciationAmt |
| Book Value | $174,281 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $1,414,761 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH VALUE OF LIFE INSURANCE | $980,629 | F |
| ALTERNATIVE INVESTMENTS | $127,109,577 | F |
| INDIANA UNIV. INVESTMENT POOL | $8,158,916 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $136,249,122 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RILEY MUSEUM HOME | $43,189 |
| PREPAID EXPENSE | $294,852 |
| INVESTMENT INTEREST RECEIVABLE | $3,105 |
| BENEFICIAL INTEREST IN | $26,433,424 |
| CHARITABLE LEAD TRUST | $9,346,564 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $36,121,134 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES | $25,896 |
| INV. HELD OF BEHALF OF INDIANA | $8,158,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,184,812 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $59,901,168 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$30,791,691 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $192,927 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$30,598,764 | RevenueNotReportedAmt |
| Revenue Subtotal | $90,499,932 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,898,429 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,898,429 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $92,398,361 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $44,208,942 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $192,927 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $24,572 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $217,499 | ExpensesNotReportedAmt |
| Expenses Subtotal | $43,991,443 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,898,429 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,898,429 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $45,889,872 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 SINCE 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 $ 24,572 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Specific Services Provided | NA | SpecificServicesProvidedTxt |
| Region Total Expenditures | $124,764,323 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $124,764,323 | SubtotalSpentAmt |
| Total Spent | $124,764,323 | 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 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVINCI DIRECT | PersonNm |
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 | $1,219,912 | GrossReceiptsAmt |
| Retained By Contractor | $471,952 | RetainedByContractorAmt |
| Net To Organization | $747,960 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,219,912 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $471,952 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $747,960 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | 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 | 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 | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part 1, Line 2B, List of Ten Highest Paid Fundraisers: | FormAndLineReferenceDesc |
| Explanation | (I) Name of Fundraiser: Davinci Direct (I) Address of Fundraiser: 36 Cordage Park Circle, Plymouth, MA 02360 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY HEALTH PHYSICIANS | |||||||
| 705 RILEY HOSPITAL DR | INDIANAPOLIS | IN | 46202 | 351747218 | 501(C)(3) | $2,283,631 | HOSPITAL PROJECTS |
| BRADFORD WOODS- IU OUTDOOR CENTER | |||||||
| 5040 STATE ROAD 67 NORTH | MARTINSVILLE | IN | 46151 | 356001673 | 501(c)(3) | $710,000 | CAMP RILEY PROGRAM |
| INDIANA UNIVERSITY | |||||||
| PO BOX 66057 | INDIANAPOLIS | IN | 46266 | 356001673 | 501(c)(3) | $19,007,085 | HOSPITAL & RESEARCH |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| 950 N MERIDIAN ST SUITE 250 | INDIANAPOLIS | IN | 46204 | 356018940 | 501(c)(3) | $2,023,945 | PROFESSORSHIP |
| INDIANA UNIVERSITY HEALTH | |||||||
| 340 WEST 10TH STREET | INDIANAPOLIS | IN | 46206 | 351955872 | 501(c)(3) | $9,628,254 | HOSPITAL PROJECTS |
| GLEANERS FOOD BANK OF INDIANA INC | |||||||
| 3737 WALDEMERE AVE | INDIANAPOLIS | IN | 46241 | 351483868 | 501(c)(3) | $6,300 | COMMUNITY GRANT |
| RONALD MCDONALD HOUSE | |||||||
| 435 LIMESTONE | INDIANAPOLIS | IN | 46202 | 351497202 | 501(c)(3) | $7,000 | COMMUNITY GRANT |
| CHILD AND PARENT SERVICES | |||||||
| 1000 WEST HIVELY AVENUE | ELKHART | IN | 46517 | 350888765 | 501(C)(3) | $6,049 | COMMUNITY GRANT |
| CONCORD CENTER ASSOCIATION | |||||||
| 1310 S MERIDIAN ST | INDIANAPOLIS | IN | 46225 | 350817149 | 501(C)(3) | $6,300 | COMMUNITY GRANT |
| INDIANAPOLIS CHILDREN'S CHOIR | |||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | 351690755 | 501(C)(3) | $6,300 | COMMUNITY GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | 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) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| 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 | false | 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN O'KEEFE | ||||||||||||||
| PRESIDENT & CEO | $338,218 | $0 | $40,000 | $0 | $4,309 | $0 | $20,250 | $0 | $13,350 | $0 | $416,127 | $0 | $0 | $0 |
| VICKI MECH HESTER | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $180,378 | $0 | $20,000 | $0 | $79 | $0 | $15,197 | $0 | $14,188 | $0 | $229,842 | $0 | $0 | $0 |
| NICHOLAS OYLER | ||||||||||||||
| VP DEVELOPMENT(7/1/17-5/1/18) | $139,004 | $0 | $10,000 | $0 | $38 | $0 | $11,573 | $0 | $20,560 | $0 | $181,175 | $0 | $0 | $0 |
| JAMES AUSTIN | ||||||||||||||
| CHIEF MARKETING & CP OFFICER | $182,123 | $0 | $20,000 | $0 | $277 | $0 | $15,899 | $0 | $19,480 | $0 | $237,779 | $0 | $0 | $0 |
| JACQUELYN GROTH | ||||||||||||||
| CFO (7/1/17 - 5/4/18) | $180,051 | $0 | $20,000 | $0 | $277 | $0 | $15,175 | $0 | $8,902 | $0 | $224,405 | $0 | $0 | $0 |
| CARA LATHROP | ||||||||||||||
| VP DEVELOPMENT | $144,272 | $0 | $9,000 | $0 | $42 | $0 | $11,499 | $0 | $712 | $0 | $165,525 | $0 | $0 | $0 |
| JAMES WILLIAMS | ||||||||||||||
| VP DEVELOPMENT(7/1/17-5/5/18) | $140,758 | $0 | $8,000 | $0 | $42 | $0 | $11,410 | $0 | $8,528 | $0 | $168,738 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | KEVIN O'KEEFE'S COLUMBIA CLUB DUES ARE SOLELY USED FOR BUSINESS PURPOSES | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $14,607 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $249,485 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,045 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ELECTRONICS | 1 | $7,328 | MARKET VALUE |
| Yes (X) | SUPPLIES | 1 | $1,200 | MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE BOARD OF GOVERNORS DETERMINED THAT GIVEN THE CHALLENGES INVOLVED IN MANAGING BOTH THE OPERATIONAL AND INVESTMENT ACTIVITIES AND THE VASTLY DIFFERENT GOVERNANCE NEEDS OF THESE DISTINCT FUNCTIONS, THE ENDOWMENT COULD MOST EFFECTIVELY AND EFFICIENTLY FURTHER ITS CHARITABLE PURPOSES BY FOCUSING EXCLUSIVELY ON INVESTMENT AND ENDOWMENT MANAGEMENT AND TRANSFERRING THE CHARITABLE PROGRAMMING AND ACTIVITIES FUNCTION TO A SEPARATE ENTITY WITH A GOVERNANCE STRUCTURE AND ORGANIZATIONAL CAPACITY DESIGNED SPECIFICALLY TO ADVANCE PROGRAMMING AND FUNDRAISING EFFORTS. THEREFORE, EFFECTIVE APRIL 1, 2018, RILEY CHILDREN'S FOUNDATION, LLC, (A SINGLE MEMBER LLC) WAS FORMED AND ALL EMPLOYEES, CHARITABLE FUNDRAISING EFFORTS, CHARITABLE PROGRAMMING AND RELATED ACTIVITIES WERE TRANSFERRED TO THE NEW ENTITY. |
| 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 DIRECTOR OF 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. 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 XI, LINE 9, CHANGE IN NET ASSETS: | UNCOLLECTIBLE PLEDGES -24,572 |
| 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
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RILEY CHILDREN'S FOUNDATION LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 S MERIDIAN STREET STE 200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 824499607 | EIN |
| Primary Activities | CHARITABLE | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Total Income | $5,562,849 | TotalIncomeAmt |
| End Of Year Assets | $9,817,260 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RCE | BusinessNameLine1Txt |
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 (12) | 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 |