2017-11-09T07:06:12-06:00 2017-06-30 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2016-07-01 350868147 James Whitcomb Riley Memorial Association % JWRILEY MEMORIAL ASSOC JAME 3176344474 30 South Meridian Street Suite 200 Indianapolis IN 46204 JACQUELYN GROTH CFO 2017-11-15 true NICOLE B FISHBACK P01279475 3173834000 167.68.126.162 43033020173135000000 2017-11-09 P 23EA251C323E5FDF0F4B6FBDB3CCA16B66742C23 FE84B15E8AAC3117FE43EE989F958055A29C882F 2016 2018-03-14 21:41:22Z Riley Children's Foundation KEVIN G O'KEEFE 30 S Meridian St Ste 200 INDIANAPOLIS IN 46204 115668425 false X www.RILEYKIDS.org X 1921 IN JAMES WHITCOMB RILEY MEMORIAL ASSOCIATIONS'S VISION IS TO ENSURE CHILDREN HAVE ACCESS TO EXCEPTIONAL HEALTHCARE BY FUNDING PEDIATRIC RESEARCH, EDUCATION, AND CARE. 34 34 83 105 -121017 -129444 28667207 35940860 127656 51165 8222628 8501500 56085 105189 37073576 44598714 26475186 32678457 0 0 6038501 6665419 396897 465949 7484395 5404518 6440137 38315102 46249962 -1241526 -1651248 363570939 396097938 25856304 36357217 337714635 359740721 TO SUPPORT FUNDRAISING ACTIVITIES FOR RILEY HOSPITAL FOR CHILDREN AND ITS RESEARCH PROGRAMS, CAMP RILEY AND THE RILEY MUSEUM HOME. false false 31817275 31817275 105189 RILEY HOSPITAL: SUPPORT FOR RILEY HOSPITAL FOR CHILDREN IN INDIANAPOLIS, IN. FUNDS ARE USED FOR PAITENT CARE, RESEARCH, EDUCATION, AND EQUIPMENT. 1273311 860455 30144 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. 575992 727 21021 RILEY MUSEUM HOME: THE HOME IS A NATIONAL HISTORIC LANDMARK WHICH IS OPEN TO THE PUBLIC. BY TOURING THE HOME VISITORS MAY OBSERVE ONE OFTHE FINEST VICTORIAN PRESERVATIONS IN THE UNITED STATES. 33666578 true true false false false false false true false true true true false true true false true false false false true false false true false false false true false true false false false false false false false false true false false false false true false false false true 67 0 true 83 true true true false false false false true true true 1 false false false X 34 34 false false false false false true false true true false false true true true true true true true true false IN X X JWRILEY MEMORIAL ASSOC 3176344474 30 SOUTH MERIDIAN STREET SUITE 200 INDIANAPOLIS IN 46204 ALAN L SCHWARTZ MD BOARD MEMBER (BEG. 3/1) 1.0 0.0 X 0 0 0 ANTON H GEORGE BOARD MEMBER (7/1 - 11/18) 1.0 0.0 X 0 0 0 C PERRY GRIFFITH JR TREASURER 1.0 0.0 X X 0 0 0 CARLIE IRSAY-GORDON BOARD MEMBER 1.0 0.0 X 0 0 0 CATHY ROONEY BOARD MEMBER 1.0 0.0 X 0 0 0 CRAIG HUSE BOARD MEMBER 1.0 0.0 X 0 0 0 CRAIG K SVENSSON BOARD MEMBER 1.0 0.0 X 0 0 0 CYNTHIA SIMON-SKJODT BOARD MEMBER 1.0 0.0 X 0 0 0 DEBORAH L KELLER 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 FIRST LADY KAREN PENCE BOARD MEMBER 1.0 0.0 X 0 0 0 FORREST D LUCAS BOARD MEMBER 1.0 0.0 X 0 0 0 GEORGETTE A SMITH BOARD MEMBER (BEG. 3/1) 1.0 0.0 X 0 0 0 J MURRAY CLARK BOARD MEMBER 1.0 0.0 X 0 0 0 JACQUELINE S SIMON BOARD MEMBER (7/1 - 11/18) 1.0 0.0 X 0 0 0 JAMES R CUMMING MD BOARD MEMBER 1.0 0.0 X 0 0 0 JAMES T MORRIS 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 BOARD MEMBER 1.0 0.0 X 0 0 0 JERRY D SEMLER BOARD MEMBER 1.0 0.0 X 0 0 0 JOHN K BANKS BOARD MEMBERS 1.0 0.0 X 0 0 0 JOHN T THOMPSON BOARD MEMBER 1.0 0.0 X 0 0 0 KAREN FERGUSON FUSON BOARD MEMBER 1.0 0.0 X 0 0 0 KELLY HUNTINGTON VICE CHAIR 1.0 0.0 X X 0 0 0 KRISTIN G FRUEHWALD BOARD MEMBER (7/1 - 11/18) 1.0 0.0 X 0 0 0 LEAH CORRINE MARTINSON MD BOARD MEMBER (START 3/1) 1.0 0.0 X 0 0 0 MARK L SMITH BOARD MEMBER (START 3/1) 1.0 0.0 X 0 0 0 MICHAEL E WEAVER 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 (BEG. 5/24) 1.0 0.0 X 0 0 0 PHILLIP L BAYT BOARD MEMBER 1.0 0.0 X 0 0 0 REBECCA KUBACKI SECRETARY 1.0 0.0 X 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 DAVID A RICKS BOARD CHAIR 2.5 0.0 X X 0 0 0 GERALD L BEPKO BOARD MEMBER (07/01 - 11/18) 1.0 0.0 X 0 0 0 KEVIN O'KEEFE PRESIDENT & CEO 40.0 0.0 X 365485 0 34046 EMILY HUGHES ASSISTANT SECRETARY 40.0 0.0 X 58734 0 23566 JACQUELYN GROTH CHIEF FINANCIAL OFFICER 40.0 0.0 X 180385 0 21774 VICKI MECH HESTER CHIEF ADIMISTRATIVE OFFICER 40.0 0.0 X 185181 0 27423 JAMES AUSTIN CHIEF MARKETING & CP OFFICER 40.0 0.0 X 181397 0 32871 JAMES WILLIAMS VP DEVELOPMENT 40.0 0.0 X 141794 0 18674 NICHOLAS OYLER VP DEVELOPMENT 40.0 0.0 X 139943 0 30554 CARA LATHROP VP DEVELOPMENT 40.0 0.0 X 145112 0 10942 1398031 0 199850 14 false true false OXFORD FINANCIAL GROUP 11711 N MERIDIAN STREET SUITE 600 CARMEL IN 46032 INVSTMT CONSULTING 317168 THREE-SIXTY GROUP 310 W MICHIGAN STREET SUITE A INDIANAPOLIS IN 46202 ADVERTISING SERVICES 1040618 2 35940860 1853645 35940860 CAMPERSHIPS 900099 30144 30144 RILEY MUSEUM HOME ADMISSIONS 900099 21021 21021 51165 4960146 -148614 5108760 0 0 0 0 0 74559270 0 71015270 2646 3544000 -2646 3541354 27597 3513757 0 0 0 0 0 0 156984 51795 105189 105189 0 44598714 156354 -121017 8622517 32678457 32678457 0 0 0 683990 683990 0 4609476 245916 1401061 2962499 335527 18250 128506 188771 678625 45274 226664 406687 357801 18263 129048 210490 185520 179403 6117 83126 44876 38250 34669 34669 0 465949 465949 691433 691433 0 989728 28230 679459 282039 861643 11068 311644 538931 312084 1848 101542 208694 0 539962 260406 99686 179870 139751 736 23668 115347 0 190125 14220 175905 0 0 158195 54690 36909 66596 75356 12071 63285 CHILDRENS MIRACLE NETWORK FEES 913448 913448 EQUIPMENT RENTAL & MAINTENANCE 420511 146974 115223 158314 PHYSICIANS/NURSES 90968 90968 TEAM RAISER ONLINE FEES 226358 226358 527260 8551 140329 378380 46249962 33666578 5098989 7484395 0 0 9551021 5008096 29296168 13417263 0 0 0 0 0 0 0 0 0 0 0 0 2113270 559129 1691525 1554141 253283536 300144474 44824424 38986548 0 0 0 0 24924265 36987416 363570939 396097938 520909 956275 25293682 26561831 0 0 0 0 0 0 0 0 0 0 0 0 41713 8839111 25856304 36357217 X 134674594 157324630 88878222 86247351 114161819 116168740 337714635 359740721 363570939 396097938 X -1651248 24724881 -1047547 X X false true X true false X 23338330 27286274 33411618 28667207 35940860 148644289 0 0 23338330 27286274 33411618 28667207 35940860 148644289 11505962 137138327 4995700 4188586 5577687 5794563 4960146 25516682 0 0 174160971 867639 0.78742 0.77430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X false 150567395 6489824 15260356 6640528 1451869 164225178 146512065 11884250 -768854 5695867 1364199 150567395 149520327 1365447 1883619 4981485 1275843 146512065 134586278 2841054 18109857 4814676 1202186 149520327 125894696 1464458 12871793 4512661 1132008 134586278 0.38480 0.53410 0.08110 false false 0 1311143 131114 1180029 0 256048 105268 150780 0 546079 322747 223332 1554141 CASH VALUE OF LIFE INSURANCE 947758 F ALTERNATIVE INVESTMENTS 29235520 F INDIANA UNIV. INVESTMENT POOL 8803270 F 38986548 RILEY MUSEUM HOME 43189 PREPAID EXPENSE 224436 INVESTMENT INTEREST RECEIVABLE 377171 BENEFICIAL INTEREST IN 25751750 CHARITABLE LEAD TRUST 10590870 36987416 0 ANNUITIES 35841 INV. HELD OF BEHALF OF INDIANA UNIV. 8803270 8839111 69074303 24724881 442141 25167022 43907281 691433 691433 44598714 47048217 442141 1047547 1489688 45558529 691433 691433 46249962 SCHEDULE D, PART III, LINE 1A THE FOUNDATION 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 FOUNDATION 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 FOUNDATION'S 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 FOUNDATION. 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 UNCOLLECTIBLE PLEDGES FROM PRIOR YEARS Central America and the Caribbean Investments NA 2324533 2324533 2324533 true false false false false false X X X X true DAVINCI DIRECT 36 CORDAGE PARK CIRCLE PLYMOUTH MA 02360 DIRECT MAIL false 1184261 465949 718155 1184261 465949 718155 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 HOSPITAL DRIVE INDIANAPOLIS IN 46202 351747218 N/A 89273 HOSPITAL PROJECTS BRADFORD WOODS- IU OUTDOOR CENTER 5040 STATE ROAD 67 NORTH MARTINSVILLE IN 46151 356001673 501(c)(3) 745770 CAMP RILEY PROGRAM INDIANA UNIVERSITY PO BOX 66057 INDIANAPOLIS IN 46266 356001673 501(c)(3) 18657714 HOSPITAL & RESEARCH INDIANA UNIVERSITY FOUNDATION 950 N MERIDIAN ST SUITE 250 INDIANAPOLIS IN 46204 356018940 501(c)(3) 5023493 PROFESSORSHIP INDIANA UNIVERSITY HEALTH 340 WEST 10TH STREET INDIANAPOLIS IN 46206 351955872 501(c)(3) 6137246 HOSPITAL PROJECTS 4 1 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 false false false false false false false false KEVIN O'KEEFE PRESIDENT & CEO 331497 0 30000 0 3988 0 19875 0 14171 0 399531 0 0 0 VICKI MECH HESTER CHIEF ADIMISTRATIVE OFFICER 175102 0 10000 0 79 0 14048 0 13375 0 212604 0 0 0 JAMES AUSTIN CHIEF MARKETING & CP OFFICER 171217 0 10000 0 180 0 14319 0 18552 0 214268 0 0 0 JACQUELYN GROTH CHIEF FINANCIAL OFFICER 170205 0 10000 0 180 0 13677 0 8097 0 202159 0 0 0 JAMES WILLIAMS VP DEVELOPMENT 139252 0 2500 0 42 0 10884 0 7790 0 160468 0 0 0 NICHOLAS OYLER VP DEVELOPMENT 134905 0 5000 0 38 0 10883 0 19671 0 170497 0 0 0 CARA LATHROP VP DEVELOPMENT 140070 0 5000 0 42 0 10883 0 59 0 156054 0 0 0 SCHEDULE J, PART I, LINE 1A KEVIN O'KEEFE'S COLUMBIA CLUB DUES ARE SOLELY USED FOR BUSINESS PURPOSES X 3949 MARKET VALUE X 64 1496384 MARKET VALUE X 1 295000 APPRAISAL X 3 7732 MARKET VALUE X 2 23960 MARKET VALUE X ELECTRONICS 1 26620 MARKET VALUE 1 false true true SCHEDULE M, PART I, LINE 32B THE ORGANIZATION USES A BROKERAGE COMPANY TO SELL PUBLICLY TRADED SECURITIES THAT ARE RECEIVED AS CONTRIBUTIONS. THE ORGANIZATION USED A REAL ESTATE PROFESSIONAL TO SELL RESIDENTIAL PROPERTY THAT WAS RECEIVED AS A CONTRIBUTION. FORM 990, PART VI, SECTION A, LINE 7A INDIANA UNIVERSITY HAS THE RIGHT TO APPOINT A MAJORITY OF THE FOUNDATION'S BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF FORM 990 IS REVIEWED IN DETAIL BY THE CFO AND 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 AVAILABLE UPON REQUEST. FORM 990, PART X, LINE 12 AND 25 THE PRIOR YEAR BALANCE SHEET WAS ADJUSTED ON THE AUDITED FINANCIAL STATEMENTS TO INCLUDE THE INVESTMENT POOL WITH INDIANA UNIVERSITY. THE INVESTMENT POOL IF REFLECTED IN THE CURRENT YEAR BALANCE SHEET REPORTED ON PART X. THE PRIOR PERIOD BALANCE SHEET ON PART X HAS NOT BEEN ADJUSTED FOR THIS CHANGE. THE INVESTMENTS ARE UNDER THE CONTROL OF THE FOUNDATION. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE SELECTS THE INDEPENDENT AUDITOR AND OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS. FORM 990, PART XI, LINE 9, CHANGE IN NET ASSETS: UNCOLLECTIBLE PLEDGES -1,047,547 INDIANA UNIVERSITY 400 E 7TH ST BLOOMINGTON IN 47405 356001673 EDUCATION IN 501(C)(3) 2 NA false CHARITABLE TRUST (12) TRUST IN NA TRUST false true true false false false false false false false false false false false false false false false false