2014-05-14T09:52:58-05:00 2013-06-30 350779925 KEHLENBRINK LAWRENCE & PAUCKNER 6296 RUCKER RD SUITE G INDIANAPOLIS IN 46220 990 2012-07-01 350868147 JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION JAME 3176344474 30 SOUTH MERIDIAN STREET NO 200 INDIANAPOLIS IN 46204 DAVID SCHAPKER 3176344474 2014-05-13 1 THOMAS R LAWRENCE P00542341 3172571540 2014-05-13 X 2012 2015-11-30 17:44:51Z DAVID SCHAPKER 30 SOUTH MERIDIAN STREET NO 200 INDIANAPOLIS IN 46204 30665468 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. 25 25 62 0 0 -12571 23200540 23338330 148025 120992 5810572 5853132 -434 -536 29158703 29311918 13702604 14949854 0 0 4523893 4918543 386193 372079 4578574 2910895 3527731 21523585 23768207 7635118 5543711 307205265 327993887 18291782 14296507 288913483 313697380 TO SUPPORT FUNDRAISING ACTIVITIES FOR RILEY HOSPITAL FOR CHILDREN, CAMP RILEY AND THE RILEY MUSEUM HOME. 0 0 14901900 14901900 RILEY HOSPITAL: SUPPORT FOR THE RILEY HOSPITAL FOR CHILDREN IN INDIANAPOLIS, IN. FUNDS ARE USED FOR PATIENT CARE, RESEARCH, EDUCATION AND EQUIPMENT. 589004 47954 114328 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. 277568 6128 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. 15768472 1 1 0 0 0 0 0 1 0 1 1 1 0 1 1 0 0 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 1 1 0 0 0 1 70 0 1 62 0 0 0 0 0 0 0 0 0 X 25 25 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 0.00 X 0 0 0 KRISTIN G FRUEHWALD 0.00 X 0 0 0 C PERRY GRIFFITH JR 0.00 X 0 0 0 JERRY D SEMLER 0.00 X 0 0 0 DONALD DANIELSON 0.00 X 0 0 0 REV EDWARD A MALLOY CSC 0.00 X 0 0 0 ROBERT G JONES 0.00 X 0 0 0 DR GEORGE RAPP 0.00 X 0 0 0 MICHAEL RAY 0.00 X 0 0 0 RICHARD D WATERFIELD 0.00 X 0 0 0 JOHN BANKS 0.00 X 0 0 0 ANTON H GEORGE 0.00 X 0 0 0 JACQUELINE S SIMON 0.00 X 0 0 0 FRED FEHSENFELD JR 0.00 X 0 0 0 FORREST LUCAS 0.00 X 0 0 0 CRAIG HUSE 0.00 X 0 0 0 JAMES T MORRIS 0.00 X 0 0 0 GERALD BEPKO 0.00 X 0 0 0 CATHY ROONEY 0.00 X 0 0 0 KAREN F CROTCHFELT 0.00 X 0 0 0 DANIEL F EVANS 0.00 X 0 0 0 REBECCA KUBACKI 0.00 X 0 0 0 RONALD F REMAK 0.00 X 0 0 0 DAVID A RICKS 0.00 X 0 0 0 JOHN T THOMPSON 0.00 X 0 0 0 KEVIN O'KEEFE 40.00 X 336783 0 41395 PATRICIA L GAULT 40.00 X 61382 0 10413 DAVID SCHAPKER 40.00 X 155038 0 25057 MAUREEN MANIER 40.00 X 120832 0 29823 ROBIN BELLINGER 40.00 X 238000 0 31842 VICKI MECH HESTER 40.00 X 153417 0 25433 1065452 0 163963 5 0 1 0 OXFORD FINANCIAL GROUP 11711 N MERIDIAN STREET SUITE 600 CARMEL IN 46032 INVESTMENT CONSULTING 191614 1 3159542 20178788 568612 23338330 CAMPERSHIPS 900099 114328 114328 RILEY HOME ADMISSIONS 900099 6664 6664 120992 5690826 5690826 1510935 1347448 1181 163487 -1181 162306 162306 4385 4921 -536 -536 29311918 120456 0 5853132 14949854 14949854 3829728 161593 1538026 2130109 216988 11217 91794 113977 620559 27717 243899 348943 251268 12036 93202 146030 115299 93412 21887 51825 51825 36907 36907 372079 372079 1338277 23129 814333 500815 173655 2119 20191 151345 273013 852 163206 108955 648404 467150 63972 117282 69887 185 13106 56596 165870 7612 158258 32681 32681 58288 15187 30934 12167 MISCELLANEOUS 222139 1285 20641 200213 EQUIPMENT RENTAL & MAIN 130614 33169 31516 65929 MONTHLY PARKING 66915 23161 43754 PHYSICIANS/NURSES 62979 62979 80978 50743 30235 23768207 15768472 3421161 4578574 22485071 19563813 33967288 28458809 257934 0 712624 423368 77597 289256 1486433 1590261 227463398 254916698 21467544 23175050 307205265 327993887 89257 353111 18119863 13874979 82662 68417 18291782 14296507 X 114768731 128637705 78990045 85851131 95154707 99208544 288913483 313697380 307205265 327993887 X 5543711 20097618 -857432 X X 0 1 X 1 0 X 21573361 25249874 24469454 23200540 23338330 117831559 21573361 25249874 24469454 23200540 23338330 117831559 5697767 112133792 5117895 4982850 5753328 5810572 4995700 26660345 144491904 648392 0.77610 0.66840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 125894696 1464458 11739785 4512661 134586278 125630893 3350758 862903 3949858 125894696 109155942 2027704 18167383 3720136 125630893 96306072 5987521 11269378 3608824 798205 109155942 80605699 30176651 -10080840 3568825 826613 96306072 0.46250 0.48250 0.05500 0 0 712624 423368 289256 289256 RILEY CHILDREN'S FOUNDATION POOLED 254120468 F CASH VALUE OF LIFE INSURANCE POLICIES 796230 F 254916698 RILEY MUSEUM HOME 43189 PREPAID EXPENSE 380189 INVESTMENT INTEREST RECEIVABLE 553602 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 22196729 OTHER ASSETS 1341 23175050 ANNUITIES 68417 68417 48552104 20097618 -857432 19240186 29311918 0 29311918 23768207 0 23768207 0 23768207 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 982172 377304 604868 982172 377304 604868 1 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 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 KEVIN O'KEEFE 300436 0 30000 0 6347 0 20707 0 20688 0 378178 0 0 0 DAVID SCHAPKER 152538 0 2500 0 0 0 11761 0 13296 0 180095 0 0 0 MAUREEN MANIER 116832 0 4000 0 0 0 9135 0 20688 0 150655 0 0 0 ROBIN BELLINGER 228000 0 10000 0 0 0 16542 0 15300 0 269842 0 0 0 VICKI MECH HESTER 145917 0 7500 0 0 0 11429 0 14004 0 178850 0 0 0 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 X 54 MARKET VALUE X 9350 MARKET VALUE X 24 240991 MARKET VALUE 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 0 0 1 THIRD PARTY USE: 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PLEDGES -857,432. FORM 990. PART XI, LINE 2C: THE AUDIT COMMITTEE SELECTS THE INDEPENDENT AUDITOR AND OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS. SUPPORTING RILEY CHILDREN 30 SOUTH MERIDIAN STREET SUITE 200 INDIANAPOLIS IN 46204 201219081 FUNDRAISING IN 501(C)(3) 11 JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 SUPPORTING RILEY CHILDREN C 3159542