2015-12-23T07:55:05-06:00 2015-06-30 350779925 KEHLENBRINK LAWRENCE & PAUCKNER 6296 RUCKER RD SUITE G INDIANAPOLIS IN 46220 990 2014-07-01 350868147 JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION JAME 3176344474 30 SOUTH MERIDIAN STREET NO 200 INDIANAPOLIS IN 46204 JACKIE GROTH CFO 3176344474 2015-11-30 1 THOMAS R LAWRENCE P00542341 3172571540 2015-11-16 X 2014 2016-03-07 17:11:31Z JACKIE GROTH 30 SOUTH MERIDIAN STREET NO 200 INDIANAPOLIS IN 46204 47352261 0 X WWW.RILEYKIDS.ORG X 1921 IN 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. 32 32 77 0 0 0 27292636 33411618 145590 143392 4758831 7282525 2709 2050 32199766 40839585 19827235 28342123 0 0 5161138 5706132 366675 486823 5815109 4076309 4413735 29431357 38948813 2768409 1890772 364853663 372868529 15297985 21658287 349555678 351210242 TO SUPPORT FUNDRAISING ACTIVITIES FOR RILEY HOSPITAL FOR CHILDREN, CAMP RILEY AND THE RILEY MUSEUM HOME. 0 0 28183837 28183837 RILEY HOSPITAL: SUPPORT FOR THE RILEY HOSPITAL FOR CHILDREN IN INDIANAPOLIS, IN. FUNDS ARE USED FOR PATIENT CARE, RESEARCH, EDUCATION AND EQUIPMENT. 819459 158286 134758 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. 407728 10684 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. 29411024 1 1 0 0 0 0 0 1 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 66 0 1 77 1 1 1 0 0 0 0 1 1 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X J W RILEY MEMORIAL ASSOCIATION 3176344474 30 S MERIDIAN STREET STE 200 INDIANAPOLIS IN 462043509 JAMES R CUMMING MD BOARD MEMBER 0.00 X 0 0 0 KRISTIN G FRUEHWALD TREASURER 0.00 X 0 0 0 C PERRY GRIFFITH JR BOARD MEMBER 0.00 X 0 0 0 JERRY D SEMLER BOARD MEMBER 0.00 X 0 0 0 PHILLIP L BAYT BOARD MEMBER 0.00 X 0 0 0 REV EDWARD A MALLOY CSC BOARD MEMBER 0.00 X 0 0 0 ROBERT G JONES BOARD MEMBER 0.00 X 0 0 0 DR GEORGE RAPP BOARD MEMBER 0.00 X 0 0 0 KAREN FERGUSON BOARD MEMBER 0.00 X 0 0 0 RICHARD D WATERFIELD BOARD MEMBER 0.00 X 0 0 0 JOHN BANKS BOARD MEMBER 0.00 X 0 0 0 ANTON H GEORGE BOARD MEMBER 0.00 X 0 0 0 JACQUELINE S SIMON BOARD MEMBER 0.00 X 0 0 0 JAY HESS MD PHD MHSA BOARD MEMBER 0.00 X 0 0 0 FORREST LUCAS BOARD MEMBER 0.00 X 0 0 0 CRAIG HUSE BOARD MEMBER 0.00 X 0 0 0 JAMES T MORRIS CHAIRMAN OF THE BOARD 0.00 X 0 0 0 GERALD BEPKO BOARD MEMBER 0.00 X 0 0 0 CATHY ROONEY BOARD MEMBER 0.00 X 0 0 0 J MURRAY CLARK BOARD MEMBER 0.00 X 0 0 0 DANIEL F EVANS BOARD MEMBER 0.00 X 0 0 0 REBECCA ESPINOZA-KUBACKI SECRETARY 0.00 X 0 0 0 RONALD F REMAK BOARD MEMBER 0.00 X 0 0 0 DAVID A RICKS BOARD MEMBER 0.00 X 0 0 0 JOHN T THOMPSON BOARD MEMBER 0.00 X 0 0 0 FIRST LADY KAREN PENCE BOARD MEMBER 0.00 X 0 0 0 MICHAEL L SMITH BOARD MEMBER 0.00 X 0 0 0 EUGENE R TEMPEL BOARD MEMBER 0.00 X 0 0 0 CYNTHIA SIMON-SKJODT BOARD MEMBER 0.00 X 0 0 0 KELLY HUNTINGTON BOARD MEMBER 0.00 X 0 0 0 CARLIE IRSAY-GORDON BOARD MEMBER 0.00 X 0 0 0 MICHAEL E WEAVER BOARD MEMBER 0.00 X 0 0 0 KEVIN O'KEEFE PRESIDENT 40.00 X 376233 0 38352 EMILY HUGHES ASSISTANT SECRETARY 40.00 X 49085 0 29775 JAMES AUSTIN CHIEF MARKETING AND CORPORATE PARTNERSHIPS OFFICER 40.00 X 145130 0 34408 VICKI MECH HESTER CHIEF ADMINISTRATIVE OFFICER 40.00 X 175071 0 36877 NICHOLAS OYLER AVP DEVELOPMENT 40.00 X 117956 0 38504 MAUREEN MANIER VP OF COMMUNICATIONS 40.00 X 141710 0 42234 ROBIN BELLINGER CHIEF DEVELOPMENT OFFICER 40.00 X 264523 0 39267 1269708 0 259417 8 1 1 0 OXFORD FINANCIAL GROUP 11711 N MERIDIAN STREET SUITE 600 CARMEL IN 46032 INVESTMENT CONSULTING 294306 KITE WASHINGTON LLC 30 S MERIDIAN ST 1100 INDIANAPOLIS IN 46204 RENT 275223 RJE BUSINESS INTERIORS LLC 621 E OHIO ST INDIANAPOLIS IN 46202 OFFICE FURNITURE 107827 3 33411618 209849 33411618 CAMPERSHIPS 900099 134758 134758 RILEY HOME ADMISSIONS 900099 8634 8634 143392 5577687 5577687 8215907 6510983 86 1704924 -86 1704838 1704838 3657 1607 2050 2050 40839585 145442 0 7282525 28342123 28342123 493467 493467 4124811 249401 1273365 2602045 249633 16251 83949 149433 535394 43200 164386 327808 302827 18495 104363 179969 223212 158312 64900 54746 5811 48935 53112 53112 486823 486823 1226065 23610 576366 626089 529718 15876 273357 240485 274567 3376 112533 158658 730998 511448 75274 144276 138355 4719 23967 109669 201106 1294 199812 146136 53338 39758 53040 49580 10000 20308 19272 MISCELLANEOUS 298113 2713 88399 207001 EQUIPMENT RENTAL & MAIN 190159 28388 38273 123498 PHYSICIANS/NURSES 82275 82275 MONTHLY PARKING 77408 27466 49942 138185 65796 72389 38948813 29411024 3722680 5815109 22820328 5465819 27060354 32182324 151969 2088855 259548 1504172 1829307 251186867 264505155 36514043 41986486 25767899 26747469 364853663 372868529 582873 327356 14671626 21283881 43486 47050 15297985 21658287 X 149940020 143216874 91908426 94201993 107707232 113791375 349555678 351210242 364853663 372868529 X 1890772 -3419858 3287464 -103814 X X 0 1 X 1 0 X 24469454 23200540 23338330 27286274 33411618 131706216 24469454 23200540 23338330 27286274 33411618 131706216 10244920 121461296 5753328 5810572 4995700 4188586 5577687 26325873 158032089 691248 0.76860 0.76180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 149520327 1365447 607776 4981485 146512065 134586278 2841054 16907671 4814676 149520327 125894696 1464458 11739785 4512661 134586278 125630893 3350758 862903 3949858 125894696 109155942 2027704 18167383 3720136 125630893 0.45390 0.47170 0.07440 0 0 1311143 43705 1267438 252222 12085 240137 525490 203758 321732 1829307 CASH VALUE OF LIFE INSURANCE POLICIES 871061 F INVESTMENTS - OTHER SECURITIES 41115425 F 41986486 RILEY MUSEUM HOME 43189 PREPAID EXPENSE 400635 INVESTMENT INTEREST RECEIVABLE 564887 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 25738758 26747469 ANNUITIES 47050 47050 37315913 -3419858 -103814 -3523672 40839585 0 40839585 38948813 0 38948813 0 38948813 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 X X X X 1 DAVINCI DIRECT 36 CORDAGE PARK CIRCLE PLYMOUTH MA 02360 DIRECT MAIL 0 876104 486823 389281 876104 486823 389281 1 INDIANA UNIVERSITY HEALTH 340 WEST 10TH STREET INDIANAPOLIS IN 46206 351955872 501(C)(3) 8397496 HOSPITAL PROJECTS AND PROGRAMS INDIANA UNIVERSITY PO BOX 66057 INDIANAPOLIS IN 46266 356001673 501(C)(3) 18976911 HOSPITAL PROJECTS AND PROGRAMS INDIANA UNIVERSITY FOUNDATION 950 NORTH MERIDIAN ST SUITE 250 INDIANAPOLIS IN 46204 356018940 501(C)(3) 24069 PROFESSORSHIP CATHOLIC CHARITIES BLOOMINGTON 803 N MONROE STRET BLOOMINGTON IN 47404 350867980 501(C)(3) 5500 COMMUNITY YOUTH GRANT FOOD BANK OF NORTHERN INDIANA 702 CHAPIN STREET SOUTH BEND IN 46601 351898055 501(C)(3) 8000 COMMUNITY YOUTH GRANT THE INDIANA DISTRICT OF KIWANIS INTERNATIONAL 66525 E 82ND STREET SUITE 109 INDIANAPOLIS IN 46250 350943609 501(C)(3) 10000 COMMUNITY YOUTH GRANT PART I, LINE 2: 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. X 1 1 X X X X 1 0 0 0 0 0 0 0 0 KEVIN O'KEEFE PRESIDENT 320963 0 52500 0 2770 0 19500 0 18852 0 414585 0 0 0 JAMES AUSTIN CHIEF MARKETING AND CORPORATE PARTNE 142130 0 3000 0 0 0 5680 0 28728 0 179538 0 0 0 VICKI MECH HESTER CHIEF ADMINISTRATIVE OFFICER 157571 0 17500 0 0 0 12413 0 24464 0 211948 0 0 0 NICHOLAS OYLER AVP DEVELOPMENT 115956 0 2000 0 0 0 9032 0 29472 0 156460 0 0 0 MAUREEN MANIER VP OF COMMUNICATIONS 130460 0 11250 0 0 0 10262 0 31972 0 183944 0 0 0 ROBIN BELLINGER CHIEF DEVELOPMENT OFFICER 247023 0 17500 0 0 0 17228 0 22039 0 303790 0 0 0 KRISTIN G FRUEHWALD BOARD MEMBER 1599 LEGAL SERVICES PAID TO THE COMPANY IN WHICH THE BOARD MEMBER IS AN ATTORNEY. 0 C PERRY GRIFFITH BOARD MEMBER 5551 LEASE OF PARKING FACILITIES PAID TO THE COMPANY IN WHICH THE BOARD MEMBER IS AN OFFICER 0 ROBERT JONES BOARD MEMBER 30056 INVESTMENT MANAGEMENT FEES PAID TO INVESTMENT BANKING FIRM IN WHICH BOARD MEMBER IS AN OFFICER 0 J MURRAY CLARK BOARD MEMBER 44975 LEGAL SERVICES PAID TO THE COMPANY IN WHICH THE BOARD MEMBER IS A PARTNER. 0 X 19 209849 MARKET VALUE 0 1 1 PART I, LINE 32B: THE ASSOCIATION USES A BROKERAGE COMPANY TO SELL PUBLICLY TRADED SECURITIES THAT ARE RECEIVED AS CONTRIBUTIONS. 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 -103,814. FORM 990. PART XI, LINE 2C: THE AUDIT COMMITTEE SELECTS THE INDEPENDENT AUDITOR AND OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS.