JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION (EIN 35-0868147)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201441349349302279
- Schema version
- 2012v2.1
- 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
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T09:52:58-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350779925 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEHLENBRINK LAWRENCE & PAUCKNER | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6296 RUCKER RD SUITE G | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46220 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350868147 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JAME | NameControl |
| Phone | 3176344474 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH MERIDIAN STREET NO 200 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID SCHAPKER | Name |
| Title | CFO | Title |
| Phone | 3176344474 | Phone |
| Date Signed | 2014-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS R LAWRENCE | Name |
| PTIN | P00542341 | PTIN |
| Phone | 3172571540 | Phone |
| Date Prepared | 2014-05-13 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID SCHAPKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH MERIDIAN STREET NO 200 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 30665468 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.RILEYKIDS.ORG | WebSite |
| Type Of Organization Association | X | TypeOfOrganizationAssociation |
| Year Formation | 1921 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 62 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -12571 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 23200540 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 23338330 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 148025 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 120992 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5810572 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5853132 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -434 | OtherRevenuePriorYear |
| Other Revenue Current Year | -536 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 29158703 | TotalRevenuePriorYear |
| Total Revenue Current Year | 29311918 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 13702604 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 14949854 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4523893 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4918543 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 386193 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 372079 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4578574 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2910895 | OtherExpensePriorYear |
| Other Expenses Current Year | 3527731 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21523585 | TotalExpensesPriorYear |
| Total Expenses Current Year | 23768207 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7635118 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5543711 | RevenuesLessExpensesCY |
| Total Assets BOY | 307205265 | TotalAssetsBOY |
| Total Assets EOY | 327993887 | TotalAssetsEOY |
| Total Liabilities BOY | 18291782 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14296507 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 288913483 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 313697380 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO SUPPORT FUNDRAISING ACTIVITIES FOR RILEY HOSPITAL FOR CHILDREN, CAMP RILEY AND THE RILEY MUSEUM HOME. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 14901900 | Expense |
| Grants | 14901900 | Grants |
| Description | RILEY HOSPITAL: SUPPORT FOR THE RILEY HOSPITAL FOR CHILDREN IN INDIANAPOLIS, IN. FUNDS ARE USED FOR PATIENT CARE, RESEARCH, EDUCATION AND EQUIPMENT. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 589004 | Expense |
| Grants | 47954 | Grants |
| Revenue | 114328 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 277568 | Expense |
| Revenue | 6128 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 15768472 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 70 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 62 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J W RILEY MEMORIAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3176344474 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 S MERIDIAN STREET STE 200 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462043509 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| 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 | ||
| DONALD DANIELSON | |||||||
| 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 | ||
| MICHAEL RAY | |||||||
| 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 | ||
| FRED FEHSENFELD JR | |||||||
| 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 | ||
| KAREN F CROTCHFELT | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DANIEL F EVANS | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| REBECCA KUBACKI | |||||||
| BOARD MEMBER | 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 | ||
| KEVIN O'KEEFE | |||||||
| PRESIDENT | 40.00 | 336783 | 0 | 41395 | X | ||
| PATRICIA L GAULT | |||||||
| ASSISTANT SECRETARY | 40.00 | 61382 | 0 | 10413 | X | ||
| DAVID SCHAPKER | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 155038 | 0 | 25057 | X | ||
| MAUREEN MANIER | |||||||
| VP OF COMMUNICATIONS | 40.00 | 120832 | 0 | 29823 | X | ||
| ROBIN BELLINGER | |||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | 238000 | 0 | 31842 | X | ||
| VICKI MECH HESTER | |||||||
| VP OF TALENT MANAGEMENT | 40.00 | 153417 | 0 | 25433 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1065452 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 163963 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OXFORD FINANCIAL GROUP | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11711 N MERIDIAN STREET SUITE 600 | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT CONSULTING | DescriptionOfServices |
| Compensation | 191614 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Related Organizations | 3159542 | RelatedOrganizations |
| All Other Contributions | 20178788 | AllOtherContributions |
| Noncash Contributions | 568612 | NoncashContributions |
| Total Contributions | 23338330 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CAMPERSHIPS | 900099 | 114328 | 114328 |
| RILEY HOME ADMISSIONS | 900099 | 6664 | 6664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 120992 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5690826 | TotalRevenueColumn |
| Exclusion | $5,690,826 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1510935 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1347448 | Securities |
| Other | 1181 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 163487 | Securities |
| Other | -1181 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 162306 | TotalRevenueColumn |
| Exclusion | $162,306 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 4385 | GrossSalesOfInventory |
| Cost Of Goods Sold | 4921 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -536 | TotalRevenueColumn |
| Related Or Exempt Function Income | -536 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29311918 | TotalRevenueColumn |
| Related Or Exempt Function Income | 120456 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,853,132 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14949854 | Total |
| Program Services | 14949854 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3829728 | Total |
| Program Services | 161593 | ProgramServices |
| Management And General | 1538026 | ManagementAndGeneral |
| Fundraising | 2130109 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216988 | Total |
| Program Services | 11217 | ProgramServices |
| Management And General | 91794 | ManagementAndGeneral |
| Fundraising | 113977 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 620559 | Total |
| Program Services | 27717 | ProgramServices |
| Management And General | 243899 | ManagementAndGeneral |
| Fundraising | 348943 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251268 | Total |
| Program Services | 12036 | ProgramServices |
| Management And General | 93202 | ManagementAndGeneral |
| Fundraising | 146030 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115299 | Total |
| Management And General | 93412 | ManagementAndGeneral |
| Fundraising | 21887 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51825 | Total |
| Management And General | 51825 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36907 | Total |
| Management And General | 36907 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372079 | Total |
| Fundraising | 372079 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1338277 | Total |
| Program Services | 23129 | ProgramServices |
| Management And General | 814333 | ManagementAndGeneral |
| Fundraising | 500815 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173655 | Total |
| Program Services | 2119 | ProgramServices |
| Management And General | 20191 | ManagementAndGeneral |
| Fundraising | 151345 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 273013 | Total |
| Program Services | 852 | ProgramServices |
| Management And General | 163206 | ManagementAndGeneral |
| Fundraising | 108955 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 648404 | Total |
| Program Services | 467150 | ProgramServices |
| Management And General | 63972 | ManagementAndGeneral |
| Fundraising | 117282 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69887 | Total |
| Program Services | 185 | ProgramServices |
| Management And General | 13106 | ManagementAndGeneral |
| Fundraising | 56596 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165870 | Total |
| Management And General | 7612 | ManagementAndGeneral |
| Fundraising | 158258 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32681 | Total |
| Management And General | 32681 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58288 | Total |
| Program Services | 15187 | ProgramServices |
| Management And General | 30934 | ManagementAndGeneral |
| Fundraising | 12167 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 222139 | 1285 | 20641 | 200213 |
| EQUIPMENT RENTAL & MAIN | 130614 | 33169 | 31516 | 65929 |
| MONTHLY PARKING | 66915 | 23161 | 43754 | |
| PHYSICIANS/NURSES | 62979 | 62979 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80978 | Total |
| Management And General | 50743 | ManagementAndGeneral |
| Fundraising | 30235 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23768207 | Total |
| Program Services | 15768472 | ProgramServices |
| Management And General | 3421161 | ManagementAndGeneral |
| Fundraising | 4578574 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22485071 | BOY |
| EOY | 19563813 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33967288 | BOY |
| EOY | 28458809 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 257934 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 712624 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 423368 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77597 | BOY |
| EOY | 289256 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1486433 | BOY |
| EOY | 1590261 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 227463398 | BOY |
| EOY | 254916698 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21467544 | BOY |
| EOY | 23175050 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 307205265 | BOY |
| EOY | 327993887 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89257 | BOY |
| EOY | 353111 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18119863 | BOY |
| EOY | 13874979 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82662 | BOY |
| EOY | 68417 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18291782 | BOY |
| EOY | 14296507 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114768731 | BOY |
| EOY | 128637705 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78990045 | BOY |
| EOY | 85851131 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95154707 | BOY |
| EOY | 99208544 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288913483 | BOY |
| EOY | 313697380 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 307205265 | BOY |
| EOY | 327993887 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5543711 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 20097618 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -857432 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21573361 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25249874 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24469454 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23200540 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23338330 | CurrentTaxYear |
| Total | 117831559 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21573361 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25249874 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24469454 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23200540 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23338330 | CurrentTaxYear |
| Total | 117831559 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5697767 | AmountsSubstContributorsTotal |
| Public Support Total170 | 112133792 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5117895 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4982850 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5753328 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5810572 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4995700 | CurrentTaxYear |
| Total | 26660345 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 144491904 | TotalSupport |
| Gross Receipts From Admissions Etc | 648392 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.77610 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.66840 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 125894696 | BeginningOfYearBalance |
| Contributions | 1464458 | Contributions |
| Investment Earnings Or Losses | 11739785 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4512661 | GrantsOrScholarships |
| End Of Year Balance | 134586278 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 125630893 | BeginningOfYearBalance |
| Contributions | 3350758 | Contributions |
| Investment Earnings Or Losses | 862903 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3949858 | GrantsOrScholarships |
| End Of Year Balance | 125894696 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 109155942 | BeginningOfYearBalance |
| Contributions | 2027704 | Contributions |
| Investment Earnings Or Losses | 18167383 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3720136 | GrantsOrScholarships |
| End Of Year Balance | 125630893 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 96306072 | BeginningOfYearBalance |
| Contributions | 5987521 | Contributions |
| Investment Earnings Or Losses | 11269378 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3608824 | GrantsOrScholarships |
| Administrative Expenses | 798205 | AdministrativeExpenses |
| End Of Year Balance | 109155942 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 80605699 | BeginningOfYearBalance |
| Contributions | 30176651 | Contributions |
| Investment Earnings Or Losses | -10080840 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3568825 | GrantsOrScholarships |
| Administrative Expenses | 826613 | AdministrativeExpenses |
| End Of Year Balance | 96306072 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.46250 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.48250 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05500 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 712624 | InvestmentCostOrOtherBasis |
| Depreciation | 423368 | Depreciation |
| Book Value | 289256 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 289256 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| RILEY CHILDREN'S FOUNDATION POOLED | 254120468 | F |
| CASH VALUE OF LIFE INSURANCE POLICIES | 796230 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 254916698 | TotalOfBookValueSecurities |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| RILEY MUSEUM HOME | 43189 |
| PREPAID EXPENSE | 380189 |
| INVESTMENT INTEREST RECEIVABLE | 553602 |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 22196729 |
| OTHER ASSETS | 1341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 23175050 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITIES | Description |
| Amount | $68,417 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 68417 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 48552104 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 20097618 | NetUnrealizedGainsInvestments |
| Other Revenues | -857432 | OtherRevenues |
| Revenue Not Rptd F990 | 19240186 | RevenueNotRptdF990 |
| Revenue Subtotal | 29311918 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 29311918 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 23768207 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 23768207 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 23768207 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| UNCOLLECTIBLE PLEDGES FROM PRIOR YEARS | PART XI, LINE 2D - OTHER ADJUSTMENTS: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVINCI DIRECT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 CORDAGE PARK CIRCLE | AddressLine1 |
| City | PLYMOUTH | City |
| State | MA | State |
| ZIP Code | 02360 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 982172 | GrossReceipts |
| Amount Retained By Contractor | 377304 | AmountRetainedByContractor |
| Net To Organization | 604868 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 982172 | TotalGrossReceipts |
| Total Retained By Contractors | 377304 | TotalRetainedByContractors |
| Total Net To Organization | 604868 | TotalNetToOrganization |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY HEALTH | |||||||
| 340 WEST 10TH STREET | INDIANAPOLIS | IN | 46206 | 351955872 | 501(C)(3) | 1761703 | HOSPITAL PROJECTS AND PROGRAMS |
| INDIANA UNIVERSITY | |||||||
| PO BOX 66057 | INDIANAPOLIS | IN | 46266 | 356001673 | 501(C)(3) | 12152835 | HOSPITAL PROJECTS AND PROGRAMS |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| 950 NORTH MERIDIAN ST SUITE 250 | INDIANAPOLIS | IN | 46204 | 356018940 | 501(C)(3) | 25485 | PROFESSORSHIP |
| BUTLER UNIVERSITY | |||||||
| 4600 SUNSET LANE | INDIANAPOLIS | IN | 46208 | 350867977 | 501(C)(3) | 8000 | HOSPITAL PROJECTS AND PROGRAMS |
| EUELL A WILSON CENTER INC | |||||||
| 1512 OXFORD STREET | FT WAYNE | IN | 46806 | 351893381 | 501(C)(3) | 6250 | COMMUNITY YOUTH GRANT |
| HERITAGE FUND-THE COMMUNITY FOUNDATION | |||||||
| 538 FRANKLIN STREET | COLUMBUS | IN | 47202 | 351343903 | 501(C)(3) | 10000 | COMMUNITY YOUTH GRANT |
| WEST LAFAYETTE COMMUNITY SCHOOLS | |||||||
| 1130 N SALISBURY STREET | WEST LAFAYETTE | IN | 47906 | 356002928 | 501(C)(3) | 8000 | COMMUNITY YOUTH GRANT |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN O'KEEFE | ||||||||||||||
| PRESIDENT | 300436 | 0 | 30000 | 0 | 6347 | 0 | 20707 | 0 | 20688 | 0 | 378178 | 0 | 0 | 0 |
| DAVID SCHAPKER | ||||||||||||||
| CHIEF FINANCIAL OFFICER | 152538 | 0 | 2500 | 0 | 0 | 0 | 11761 | 0 | 13296 | 0 | 180095 | 0 | 0 | 0 |
| MAUREEN MANIER | ||||||||||||||
| VP OF COMMUNICATIONS | 116832 | 0 | 4000 | 0 | 0 | 0 | 9135 | 0 | 20688 | 0 | 150655 | 0 | 0 | 0 |
| ROBIN BELLINGER | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | 228000 | 0 | 10000 | 0 | 0 | 0 | 16542 | 0 | 15300 | 0 | 269842 | 0 | 0 | 0 |
| VICKI MECH HESTER | ||||||||||||||
| VP OF TALENT MANAGEMENT | 145917 | 0 | 7500 | 0 | 0 | 0 | 11429 | 0 | 14004 | 0 | 178850 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| FRANCINA DLOUHY | |||
| BOARD MEMBER | 40479 | LEGAL FEES PAID TO LAW FIRM IN WHICH THE BOARD MEMBER IS A PARTNER | 0 |
| DONALD DANIELSON | |||
| BOARD MEMBER | 49146 | INSURANCE PREMIUMS PAID TO THE COMPANY IN WHICH THE BOARD MEMBER IS A SHAREHOLDER | 0 |
| C PERRY GRIFFITH | |||
| BOARD MEMBER | 3780 | LEASE OF PARKING FACILITIES PAID TO THE COMPANY IN WHICH THE BOARD MEMBER IS AN OFFICER | 0 |
| ROBERT JONES | |||
| BOARD MEMBER | 29004 | INVESTMENT MANAGEMENT FEES PAID TO INVESTMENT BANKING FIRM IN WHICH BOARD MEMBER IS AN OFFICER | 0 |
| KRISTIN FRUEHWALD | |||
| BOARD MEMBER | 9562 | LEGAL FEES PAID TO LAW FIRM IN WHICH THE BOARD MEMBER IS A PARTNER | 0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 54 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 9350 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 24 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 240991 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (8 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | TICKETS | 20 | 11972 | MARKET VALUE |
| X | TOYS & GAMES | 4 | 3744 | MARKET VALUE |
| X | SOFTWARE SUBSCRIPTIONS | 1 | 5378 | MARKET VALUE |
| X | JEWELRY | 1 | 1650 | MARKET VALUE |
| X | GOLF CART | 1 | 2800 | MARKET VALUE |
| X | GIFT CERTIFICATES & PACKAGES | 72 | 29676 | MARKET VALUE |
| X | PRINTING SERVICES | 1 | 13713 | MARKET VALUE |
| X | TV BONUS SPOTS | 1 | 249284 | MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE ASSOCIATION USES A BROKERAGE COMPANY TO SELL PUBLICLY TRADED SECURITIES THAT ARE RECEIVED AS CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 -857,432. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990. PART XI, LINE 2C: | THE AUDIT COMMITTEE SELECTS THE INDEPENDENT AUDITOR AND OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUPPORTING RILEY CHILDREN | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH MERIDIAN STREET SUITE 200 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201219081 | EIN |
| Primary Activities | FUNDRAISING | PrimaryActivities |
| Legal Domicile State | IN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUPPORTING RILEY CHILDREN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 3159542 | AmountInvolved |
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