JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION (EIN 35-0868147)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-15
- IRS object ID
- 201623209349301402
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T07:37:31-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350779925 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEHLENBRINK LAWRENCE & PAUCKNER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6296 RUCKER RD SUITE G | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 3176344474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH MERIDIAN STREET NO 200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACKIE GROTH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3176344474 | PhoneNum |
| Signature | 2016-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS R LAWRENCE | PreparerPersonNm |
| PTIN | P00542341 | PTIN |
| Phone | 3172571540 | PhoneNum |
| Preparation | 2016-10-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JACKIE GROTH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH MERIDIAN STREET NO 200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $47,659,608 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RILEYKIDS.ORG | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1921 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | THE JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION WAS ORGANIZED IN 1921 TO COMMEMORATE THE LIFE OF INDIANA'S POET FOR WHOM IT IS NAMED. THE ASSOCIATION PROVIDES SUPPORT FOR THREE PROGRAMS WHICH INCLUDE RILEY HOSPITAL FOR CHILDREN, CAMP RILEY FOR YOUTH WITH PHYSICAL DISABILITIES AND THE RILEY MUSEUM HOME. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 83 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$18,212 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $33,411,618 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,667,207 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $143,392 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $127,656 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,282,525 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,222,628 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,050 | PYOtherRevenueAmt |
| CY Other Revenue | $56,085 | CYOtherRevenueAmt |
| PY Total Revenue | $40,839,585 | PYTotalRevenueAmt |
| CY Total Revenue | $37,073,576 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $28,342,123 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $26,475,186 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,706,132 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,038,501 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $486,823 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $396,897 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,332,591 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,413,735 | PYOtherExpensesAmt |
| CY Other Expenses | $5,404,518 | CYOtherExpensesAmt |
| PY Total Expenses | $38,948,813 | PYTotalExpensesAmt |
| CY Total Expenses | $38,315,102 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,890,772 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,241,526 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $372,868,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $363,570,939 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,658,287 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,856,304 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $351,210,242 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $337,714,635 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT FUNDRAISING ACTIVITIES FOR RILEY HOSPITAL FOR CHILDREN AND ITS RESEARCH PROGRAMS, CAMP RILEY AND THE RILEY MUSEUM HOME. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $26,473,793 | ExpenseAmt |
| Grant | $26,473,793 | GrantAmt |
| Revenue | $56,184 | RevenueAmt |
| Desc | RILEY HOSPITAL: SUPPORT FOR THE RILEY HOSPITAL FOR CHILDREN IN INDIANAPOLIS, IN. FUNDS ARE USED FOR PATIENT CARE, RESEARCH, EDUCATION AND EQUIPMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $638,893 | ExpenseAmt |
| Grant | $1,031 | GrantAmt |
| Revenue | $114,046 | RevenueAmt |
| 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 | $610,480 | ExpenseAmt |
| Grant | $362 | GrantAmt |
| Revenue | $13,511 | 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 | $27,723,166 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 59 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 83 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J W RILEY MEMORIAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176344474 | PhoneNum |
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 | 462043509 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JAMES R CUMMING MD | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTIN G FRUEHWALD | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| C PERRY GRIFFITH JR | |||||||
| TREASURER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILLIP L BAYT | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REV EDWARD A MALLOY CSC | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT G JONES | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN FERGUSON FUSON | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN K BANKS | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTON H GEORGE | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JACQUELINE S SIMON | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY HESS MD PHD MHSA | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FORREST D LUCAS | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG HUSE | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES T MORRIS | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GERALD BEPKO | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHY ROONEY | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| J MURRAY CLARK | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS M MURPHY | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA ESPINOZA-KUBACKI | |||||||
| SECRETARY | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD F REMAK | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID A RICKS | |||||||
| CHAIRMAN OF THE BOARD | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN T THOMPSON | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FIRST LADY KAREN PENCE | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL L SMITH | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EUGENE R TEMPEL | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA SIMON-SKJODT | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY HUNTINGTON | |||||||
| VICE CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLIE IRSAY-GORDON | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL E WEAVER | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN O'KEEFE | |||||||
| PRESIDENT | 40.00 | $357,224 | $0 | $34,159 | Yes (X) | ||
| EMILY HUGHES | |||||||
| ASSISTANT SECRETARY | 40.00 | $53,470 | $0 | $28,306 | Yes (X) | ||
| JAMES AUSTIN | |||||||
| CHIEF MARKETING AND CORPOR | 40.00 | $180,848 | $0 | $37,868 | Yes (X) | ||
| JACQUELYN GROTH | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $177,056 | $0 | $14,651 | Yes (X) | ||
| VICKI MECH HESTER | |||||||
| CHIEF ADMINISTRATIVE OFFIC | 40.00 | $177,737 | $0 | $33,570 | Yes (X) | ||
| NICHOLAS OYLER | |||||||
| VP DEVELOPMENT | 40.00 | $129,299 | $0 | $32,561 | Yes (X) | ||
| JAMES WILLIAMS | |||||||
| VP DEVELOPMENT | 40.00 | $129,941 | $0 | $24,166 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,205,575 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $205,281 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THREE-SIXTY GROUP | |||||
| 310 WEST MICHIGAN STREET STE A | INDIANAPOLIS | IN | 46202 | ADVERTISING/PROMOTION | $890,200 |
| KITE WASHINGTON LLC | |||||
| 30 S MERIDIAN ST 1100 | INDIANAPOLIS | IN | 46204 | RENT | $353,990 |
| OXFORD FINANCIAL GROUP | |||||
| 11711 N MERIDIAN STREET SUITE 600 | CARMEL | IN | 46032 | INVESTMENT CONSULTING | $299,121 |
| FA WILHELM CONSTRUCTION | |||||
| PO BOX 516 | INDIANAPOLIS | IN | 46206 | MUSEUM HOME REPAIRS | $198,872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $28,667,207 | AllOtherContributionsAmt |
| Noncash Contributions | $488,783 | NoncashContributionsAmt |
| Total Contributions | $28,667,207 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CAMPERSHIPS | 900099 | $114,046 | $114,046 |
| RILEY HOME ADMISSIONS | 900099 | $13,610 | $13,610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $127,656 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,794,563 | TotalRevenueColumnAmt |
| Exclusion | $5,794,563 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,987,716 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,559,651 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,428,065 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,428,065 | TotalRevenueColumnAmt |
| Exclusion | $2,428,065 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $82,466 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $26,381 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,085 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $56,085 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,073,576 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $183,741 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,222,628 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,475,186 | TotalAmt |
| Program Services | $26,475,186 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,656 | TotalAmt |
| Management And General | $493,656 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,329,665 | TotalAmt |
| Program Services | $259,035 | ProgramServicesAmt |
| Management And General | $1,416,724 | ManagementAndGeneralAmt |
| Fundraising | $2,653,906 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,855 | TotalAmt |
| Program Services | $18,183 | ProgramServicesAmt |
| Management And General | $85,100 | ManagementAndGeneralAmt |
| Fundraising | $159,572 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,451 | TotalAmt |
| Program Services | $47,412 | ProgramServicesAmt |
| Management And General | $173,819 | ManagementAndGeneralAmt |
| Fundraising | $412,220 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,874 | TotalAmt |
| Program Services | $19,230 | ProgramServicesAmt |
| Management And General | $113,816 | ManagementAndGeneralAmt |
| Fundraising | $185,828 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,642 | TotalAmt |
| Management And General | $107,012 | ManagementAndGeneralAmt |
| Fundraising | $2,630 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,894 | TotalAmt |
| Program Services | $30,193 | ProgramServicesAmt |
| Management And General | $58,701 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,069 | TotalAmt |
| Management And General | $48,069 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,897 | TotalAmt |
| Fundraising | $396,897 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,042,915 | TotalAmt |
| Program Services | $28,719 | ProgramServicesAmt |
| Management And General | $1,005,393 | ManagementAndGeneralAmt |
| Fundraising | $1,008,803 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,562 | TotalAmt |
| Program Services | $13,114 | ProgramServicesAmt |
| Management And General | $295,741 | ManagementAndGeneralAmt |
| Fundraising | $239,707 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,903 | TotalAmt |
| Program Services | $1,596 | ProgramServicesAmt |
| Management And General | $64,638 | ManagementAndGeneralAmt |
| Fundraising | $177,669 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $697,047 | TotalAmt |
| Program Services | $426,667 | ProgramServicesAmt |
| Management And General | $92,324 | ManagementAndGeneralAmt |
| Fundraising | $178,056 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,466 | TotalAmt |
| Program Services | $783 | ProgramServicesAmt |
| Management And General | $40,271 | ManagementAndGeneralAmt |
| Fundraising | $81,412 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,585 | TotalAmt |
| Management And General | $2,412 | ManagementAndGeneralAmt |
| Fundraising | $244,173 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,052 | TotalAmt |
| Program Services | $54,499 | ProgramServicesAmt |
| Management And General | $50,043 | ManagementAndGeneralAmt |
| Fundraising | $96,510 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,989 | TotalAmt |
| Program Services | $11,401 | ProgramServicesAmt |
| Management And General | $18,978 | ManagementAndGeneralAmt |
| Fundraising | $12,610 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT RENTAL & MAIN | $436,591 | $220,361 | $57,261 | $158,969 |
| BANK FEES | $204,101 | $2,102 | $201,999 | |
| MISCELLANEOUS | $116,544 | $20,830 | $55,030 | $40,684 |
| PHYSICIANS/NURSES | $93,855 | $93,855 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,303 | TotalAmt |
| Management And General | $80,357 | ManagementAndGeneralAmt |
| Fundraising | $80,946 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,315,102 | TotalAmt |
| Program Services | $27,723,166 | ProgramServicesAmt |
| Management And General | $4,259,345 | ManagementAndGeneralAmt |
| Fundraising | $6,332,591 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,465,819 | BOYAmt |
| EOY | $9,551,021 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,182,324 | BOYAmt |
| EOY | $29,296,168 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,969 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,151,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $459,475 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,829,307 | BOYAmt |
| EOY | $1,691,525 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,505,155 | BOYAmt |
| EOY | $253,283,536 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,986,486 | BOYAmt |
| EOY | $44,824,424 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,747,469 | BOYAmt |
| EOY | $24,924,265 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,868,529 | BOYAmt |
| EOY | $363,570,939 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,356 | BOYAmt |
| EOY | $520,909 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,283,881 | BOYAmt |
| EOY | $25,293,682 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,050 | BOYAmt |
| EOY | $41,713 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,658,287 | BOYAmt |
| EOY | $25,856,304 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,216,874 | BOYAmt |
| EOY | $134,674,594 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,201,993 | BOYAmt |
| EOY | $88,878,222 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,791,375 | BOYAmt |
| EOY | $114,161,819 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,210,242 | BOYAmt |
| EOY | $337,714,635 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,868,529 | BOYAmt |
| EOY | $363,570,939 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,241,526 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$12,132,393 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$121,688 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $23,200,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,338,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,286,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,411,618 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,667,207 | CurrentTaxYearAmt |
| Total | $135,903,969 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,200,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,338,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,286,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,411,618 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,667,207 | CurrentTaxYearAmt |
| Total | $135,903,969 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,264,570 | SubstantialContributorsTotAmt |
| Public Support Total170 | $125,639,399 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,810,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,995,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,188,586 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,577,687 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,794,563 | CurrentTaxYearAmt |
| Total | $26,367,108 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $162,271,077 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $685,655 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76860 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,894,696 | BeginningYearBalanceAmt |
| Contributions | $1,464,458 | ContributionsAmt |
| Investment Earnings Or Losses | $12,871,793 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,512,661 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,132,008 | AdministrativeExpensesAmt |
| End Year Balance | $134,586,278 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,630,893 | BeginningYearBalanceAmt |
| Contributions | $3,350,758 | ContributionsAmt |
| Investment Earnings Or Losses | $1,849,801 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,949,858 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $986,898 | AdministrativeExpensesAmt |
| End Year Balance | $125,894,696 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.38070 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.56060 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05870 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,311,143 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $87,410 | DepreciationAmt |
| Book Value | $1,223,733 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $256,048 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $58,645 | DepreciationAmt |
| Book Value | $197,403 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $583,809 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $313,420 | DepreciationAmt |
| Book Value | $270,389 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,691,525 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH VALUE OF LIFE INSURANCE POLICIES | $900,180 | F |
| INVESTMENTS - OTHER SECURITIES | $43,924,244 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $44,824,424 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RILEY MUSEUM HOME | $43,189 |
| PREPAID EXPENSE | $460,322 |
| INVESTMENT INTEREST RECEIVABLE | $693,115 |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $23,727,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $24,924,265 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES | Desc |
| Amt | $41,713 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $41,713 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $24,819,495 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$12,132,393 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$121,688 | OtherRevenueAmt |
| Revenue Not Reported | -$12,254,081 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,073,576 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $37,073,576 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $38,315,102 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $38,315,102 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $38,315,102 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, RILEY HOSPITAL AND THE FOUNDATION'S ADMINISTRATIVE OFFICE. THE COLLECTIONS ARE NOT REFLECTED IN THE ACCOMPANYING STATEMENTS SINCE THE FOUNDATION DOES NOT CAPITALIZE COLLECTIONS. |
| PART III, LINE 4: | THE COLLECTIONS FURTHER THE ORGANIZATION'S EXEMPT PURPOSE BY COMMEMORATING THE LIFE OF POET JAMES WHITCOMB RILEY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UNCOLLECTIBLE PLEDGES FROM PRIOR YEARS |
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 (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVINCI DIRECT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 CORDAGE PARK CIRCLE | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,087,796 | GrossReceiptsAmt |
| Retained By Contractor | $408,250 | RetainedByContractorAmt |
| Net To Organization | $679,546 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,087,796 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $408,250 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $679,546 | TotalNetToOrganizationAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY HEALTH | |||||||
| 340 WEST 10TH STREET | INDIANAPOLIS | IN | 46206 | 351955872 | 501(C)(3) | $5,108,819 | HOSPITAL PROJECTS AND PROGRAMS |
| INDIANA UNIVERSITY | |||||||
| PO BOX 66057 | INDIANAPOLIS | IN | 46266 | 356001673 | 501(C)(3) | $16,582,361 | HOSPITAL PROJECTS AND PROGRAMS |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| 950 NORTH MERIDIAN ST SUITE 250 | INDIANAPOLIS | IN | 46204 | 356018940 | 501(C)(3) | $23,715 | PROFESSORSHIP |
| DEACONESS HOSPITAL INC | |||||||
| 600 MARY STREET | EVANSVILLE | IN | 47747 | 350593390 | N/A | $7,242 | HOSPITAL PROJECTS AND PROGRAMS |
| CARDIOTHORACIC SURGEONS INC | |||||||
| 7970 N ILLINOIS STREET | INDIANAPOLIS | IN | 46260 | 351416173 | N/A | $25,000 | RESEARCH SUPPORT |
| MITCH DANIELS LEADERSHIP FOUNDATION | |||||||
| 13113 FRANKLIN HALL TRAIL | CARMEL | IN | 46033 | 461665288 | 501(C)(3) | $100,000 | INFANT MORTALITY RESEARCH AND EDUCATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EXPENDITURES FOR GRANT FUNDS ARE MONITORED QUARTERLY AND COMPARED WITH THE GRANT AWARD CUMULATIVE AMOUNT BEFORE THE 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 (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 | $326,433 | $0 | $30,000 | $0 | $791 | $0 | $19,875 | $0 | $14,284 | $0 | $391,383 | $0 | $0 | $0 |
| JAMES AUSTIN | ||||||||||||||
| CHIEF MARKETING AND CORPOR | $174,042 | $0 | $15,000 | $0 | -$8,194 | $0 | $14,190 | $0 | $23,678 | $0 | $218,716 | $0 | $0 | $0 |
| JACQUELYN GROTH | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $163,807 | $0 | $15,000 | $0 | -$1,751 | $0 | $5,414 | $0 | $9,237 | $0 | $191,707 | $0 | $0 | $0 |
| VICKI MECH HESTER | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFIC | $170,653 | $0 | $15,000 | $0 | -$7,916 | $0 | $13,938 | $0 | $19,632 | $0 | $211,307 | $0 | $0 | $0 |
| NICHOLAS OYLER | ||||||||||||||
| VP DEVELOPMENT | $131,324 | $0 | $3,000 | $0 | -$5,025 | $0 | $10,076 | $0 | $22,485 | $0 | $161,860 | $0 | $0 | $0 |
| JAMES WILLIAMS | ||||||||||||||
| VP DEVELOPMENT | $131,267 | $0 | $3,000 | $0 | -$4,326 | $0 | $10,073 | $0 | $14,093 | $0 | $154,107 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| PHIL BAYT | |||
| BOARD MEMBER | $19,768 | LEGAL SERVICES PAID TO THE COMPANY IN WHICH THE BOARD MEMBER IS AN ATTORNEY. | 0 |
| C PERRY GRIFFITH JR | |||
| BOARD MEMBER | $6,455 | LEASE OF PARKING FACILITIES PAID TO THE COMPANY IN WHICH THE BOARD MEMBER IS AN OFFICER | 0 |
| ROBERT JONES | |||
| BOARD MEMBER | $30,048 | INVESTMENT MANAGEMENT FEES PAID TO INVESTMENT BANKING FIRM IN WHICH BOARD MEMBER IS AN OFFICER | 0 |
| J MURRAY CLARK | |||
| BOARD MEMBER | $35,289 | LEGAL SERVICES PAID TO THE COMPANY IN WHICH THE BOARD MEMBER IS A PARTNER. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,927 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $46,516 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $43,073 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $129,573 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,450 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | TV BONUS SPOTS | 19 | $219,430 | MARKET VALUE |
| Yes (X) | ELECTRONICS | 0 | $18,269 | MARKET VALUE |
| Yes (X) | OFFICE EQUIPMENT | 0 | $16,984 | MARKET VALUE |
| Yes (X) | EVENT SUPPLIES | 0 | $10,561 | MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION USES A BROKERAGE COMPANY TO SELL PUBLICLY TRADED SECURITIES THAT ARE RECEIVED AS CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | AN ELECTRONIC COPY OF THE 990 RETURN IS PROVIDED TO THE BOARD OF GOVERNORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD REVIEWS THE CONFLICT OF INTEREST POLICY AND SUBMITS DISCLOSURE FORMS AT ITS ANNUAL MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | 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 | THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | UNCOLLECTIBLE PLEDGES -121,688. |
| FORM 990. PART XI, LINE 2C: | THE AUDIT COMMITTEE SELECTS THE INDEPENDENT AUDITOR AND OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS. |