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Nonprofit · EIN 35-0868147

JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION

Tax-exempt · INDIANAPOLIS, IN 46204

Financials

$48.2M$48.7M2022$73.8M$57.5M2023$72.8M$65.9M2024
Revenue Expenses · by fiscal year end
Financials of JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$72,810,348$65,891,897$6,918,451$558,205,733$44,535,198$513,670,535
June 30, 2024990$73,770,218$57,522,269$16,247,949$506,758,930$37,628,262$469,130,668
June 30, 2023990$48,169,497$48,724,140-$554,643$459,217,404$38,996,421$420,220,983
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$50,066,173
of which government grants
$2,032,108
Program service revenue
$32,942
Investment income
$23,158,661
Net gain from sales of assets
$21,252,572
Net income from fundraising events
-$469,138
Net income from sales of inventory
$21,710
Other revenue
-$447,428

Expenses

Grants and similar amounts paid
$49,286,268
Compensation of officers, directors and key employees
$1,366,225
Other salaries and wages
$5,873,695
Salaries, compensation and benefits (total)
$8,987,318
Professional fundraising fees
$457,117
Legal fees
$91,012
Accounting fees
$75,443
Occupancy
$308,145
Travel
$110,820
Depreciation
$124,499
Program services (functional)
$49,703,773
Management and general (functional)
$5,481,885
Fundraising (functional)
$10,706,239

Balance sheet and other

Total assets, start of year
$506,758,930
Total assets, end of year
$558,205,733
Total liabilities, end of year
$44,535,198
Net assets, end of year
$513,670,535
Land, buildings and equipment
$1,355,940
Publicly traded securities
$245,930,312
Net assets without donor restrictions
$251,008,746
Net assets with donor restrictions
$262,661,789
Gross unrelated business income
$1,094,798
Gross receipts
$186,685,797
Employees
83
Volunteers
100
Year formed
1921
State of legal domicile
IN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Elizabeth A ElkasPresident and CEO (End 12/2024)
Officer
40$583,753$39,885
Meghan MillerChief Operating Officer
Officer
40$280,977$42,750
Karen SpataroChief Campaign Strategy & Communications Officer
Officer
40$256,287$34,323
Cara LathropVP, Community Giving
Highest-paid employee
40$213,609$15,738
Billy Jo CripeVP, Finance
Highest-paid employee
40$189,150$15,075
Bill HaleVP, People
Highest-paid employee
40$179,363$24,173
Alane HelmerVP, Corporate and Foundation
Highest-paid employee
40$138,637$32,318
Meghan FreemanAVP, Marketing and Communications
Highest-paid employee
40$139,837$11,188
Gabriel AlejandroTreasurer (Eff 11/2024)
Trustee or director, Officer
2.5$0$0
Leah Corinne Martinson MDChairman (Eff 11/2024)
Trustee or director, Officer
2.5$0$0
Otto N Frenzel IVVice Chair & Secretary (Eff 11/2024)
Trustee or director, Officer
2.5$0$0
Alan L SchwartzBoard Member
Trustee or director
1$0$0
Alonzo WeemsBoard Member
Trustee or director
1$0$0
Amy BalciusBoard Member
Trustee or director
1$0$0
C Perry Griffith JrBoard Member
Trustee or director
1$0$0
31 more people on this return
NameTitleHours / weekCompensation
Casey CrouseBoard Member
Trustee or director
1$0
Christine RicksBoard Member (Begin 11/2024)
Trustee or director
1$0
Dan HannBoard Member
Trustee or director
1$0
Dennis M MurphyBoard Member
Trustee or director
1$0
Faraz AbbasiBoard Member
Trustee or director
1$0
Georgette SmithBoard Member
Trustee or director
1$0
J Murray ClarkChairman (End 11/2024)
Trustee or director
2.5$0
Jana HagemanBoard Member
Trustee or director
1$0
Janet HolcombBoard Member
Trustee or director
1$0
Jay HessBoard Member
Trustee or director
1$0
Jerome Henry JrBoard Member
Trustee or director
1$0
John AckermanBoard Member
Trustee or director
1$0
John Dillon IIIBoard Member (End 6/30/2025)
Trustee or director
1$0
Jon OwensBoard Member
Trustee or director
1$0
Joseph SmithBoard Member (Begin 11/2024)
Trustee or director
1$0
Joyce RogersBoard Member
Trustee or director
1$0
Julie EskenaziBoard Member
Trustee or director
1$0
Kristian StricklenBoard Member
Trustee or director
1$0
Kristin PruittBoard Member (Begin 11/2024)
Trustee or director
1$0
Laurie Burns McRobbieBoard Member
Trustee or director
1$0
Marisol SanchezBoard Member
Trustee or director
1$0
Mark SmithBoard Member
Trustee or director
1$0
Marta BirgeBoard Member
Trustee or director
1$0
Mary BoelkeBoard Member
Trustee or director
1$0
Michael L SmithBoard Member (End 11/2024)
Trustee or director
2.5$0
Pamela WhittenBoard Member
Trustee or director
1$0
Rachel LechleiterBoard Member (Begin 11/2024)
Trustee or director
1$0
Regina CrossBoard Member
Trustee or director
1$0
Rev Edward A MalloyBoard Member (End 11/2024)
Trustee or director
1$0
Robert G JonesBoard Member
Trustee or director
1$0
Steve DawsonBoard Member
Trustee or director
1$0
990 for the year ended June 30, 2024: 47 people
NameTitleHours / weekCompensationOther / benefits
Elizabeth A ElkasPresident and CEO
Officer
40$447,278$69,177
Meghan MillerChief Operating Officer
Officer
40$270,363$43,574
Karen SpataroChief Campaign Strategy & Communications Officer
Officer
40$242,396$30,871
Cara LathropVP, Community Giving
Highest-paid employee
40$183,457$14,206
Billy Jo CripeVP, Finance
Highest-paid employee
40$173,245$14,923
Bill HaleVP, People
Highest-paid employee
40$162,877$23,585
Kathryn BrinkerhoffVP, Leadership Giving
Highest-paid employee
40$156,774$27,349
Alane HelmerVP, Corporate and Foundation
Highest-paid employee
40$119,179$32,419
J Murray ClarkChairman
Trustee or director, Officer
2.5$0$0
Leah Corinne Martinson MDVice Chair and Secretary
Trustee or director, Officer
2.5$0$0
Otto N Frenzel IVTreasurer
Trustee or director, Officer
2.5$0$0
Alan L SchwartzBoard Member
Trustee or director
1$0$0
Alonzo WeemsBoard Member
Trustee or director
1$0$0
Amy BalciusBoard Member
Trustee or director
1$0$0
C Perry Griffith JrBoard Member
Trustee or director
1$0$0
Casey CrouseBoard Member
Trustee or director
1$0$0
Craig SvennsonBoard Member (End 11/2023)
Trustee or director
1$0$0
Dan HannBoard Member
Trustee or director
1$0$0
Dennis M MurphyBoard Member
Trustee or director
1$0$0
Dr Aaron CarrollBoard Member (Beg 11/2023)
Trustee or director
1$0$0
Faraz AbbasiBoard Member
Trustee or director
1$0$0
Gabriel AlejandroBoard Member
Trustee or director
1$0$0
Georgette SmithBoard Member
Trustee or director
1$0$0
Glenn ScolnikBoard Member (End 11/2023)
Trustee or director
1$0$0
Jana HagemanBoard Member
Trustee or director
1$0$0
Janet HolcombBoard Member
Trustee or director
1$0$0
Jay HessBoard Member
Trustee or director
1$0$0
Jerome Henry JrBoard Member
Trustee or director
1$0$0
Jerry SemlerBoard Member (End 07/2023)
Trustee or director
1$0$0
John AckermanBoard Member
Trustee or director
1$0$0
John Dillon IIIBoard Member
Trustee or director
1$0$0
Jon OwensBoard Member
Trustee or director
1$0$0
Joyce RogersBoard Member
Trustee or director
1$0$0
Julie EskenaziBoard Member
Trustee or director
1$0$0
Kristian StricklenBoard Member
Trustee or director
1$0$0
Laurie Burns McRobbieBoard Member
Trustee or director
1$0$0
Marisol SanchezBoard Member
Trustee or director
1$0$0
Mark SmithBoard Member
Trustee or director
1$0$0
Marta BirgeBoard Member
Trustee or director
1$0$0
Mary BoelkeBoard Member
Trustee or director
1$0$0
Michael L SmithBoard Member
Trustee or director
2.5$0$0
Pamela WhittenBoard Member
Trustee or director
1$0$0
Regina CrossBoard Member
Trustee or director
1$0$0
Rev Edward A MalloyBoard Member
Trustee or director
1$0$0
Robert G JonesBoard Member
Trustee or director
1$0$0
Steve DawsonBoard Member
Trustee or director
1$0$0
Syam NairBoard Member (End 11/2023)
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 42 people
NameTitleHours / weekCompensationOther / benefits
ELIZABETH A ELKASPRESIDENT AND CEO
Officer
40$437,068$41,221
MEGHAN MILLERCHIEF OPERATING OFFICER
Officer
40$265,835$34,515
KAREN SPATAROCHIEF COMMUNICATIONS OFFICER
Officer
40$236,883$29,818
CARA LATHROPVP, COMMUNITY GIVING
Highest-paid employee
40$175,713$7,602
BILL HALEVP, PEOPLE
Highest-paid employee
40$159,055$18,119
BILLY JO CRIPEVP, FINANCE
Highest-paid employee
40$166,739$9,137
KATHRYN BRINKERHOFFVP, LEADERSHIP GIVING
Highest-paid employee
40$150,825$21,894
ALANE HELMERAVP, CORPORATE AND FOUNDATION
Highest-paid employee
40$109,678$27,743
J MURRAY CLARKCHAIRMAN
Trustee or director, Officer
2.5$0$0
LEAH CORINNE MARTINSON MDVICE CHAIR AND SECRETARY
Trustee or director, Officer
2.5$0$0
OTTO N FRENZEL IVTREASURER
Trustee or director, Officer
2.5$0$0
PAMELA WHITTENBOARD MEMBER
Trustee or director
1$0$0
DENNIS M MURPHYBOARD MEMBER
Trustee or director, Officer
1$0$0
MICHAEL L SMITHBOARD MEMBER
Trustee or director, Officer
1$0$0
FARAZ ABBASIBOARD MEMBER
Trustee or director
1$0$0
GABRIEL ALEJANDROBOARD MEMBER
Trustee or director
1$0$0
AMY BALCIUSBOARD MEMBER
Trustee or director
1$0$0
MARY BOELKEBOARD MEMBER
Trustee or director
1$0$0
REGINA CROSSBOARD MEMBER
Trustee or director
1$0$0
CASEY CROUSEBOARD MEMBER
Trustee or director
1$0$0
JOHN DILLONBOARD MEMBER
Trustee or director
1$0$0
JULIE ESKENAZIBOARD MEMBER
Trustee or director
1$0$0
C PERRY GRIFFITH JRBOARD MEMBER
Trustee or director
1$0$0
JANA HAGEMANBOARD MEMBER
Trustee or director
1$0$0
DAN HANNBOARD MEMBER
Trustee or director
1$0$0
JERRY HENRYBOARD MEMBER
Trustee or director
1$0$0
JAY HESSBOARD MEMBER
Trustee or director
1$0$0
JANET HOLCOMBBOARD MEMBER
Trustee or director
1$0$0
ROBERT G JONESBOARD MEMBER
Trustee or director
1$0$0
REV EDWARD A MALLOYBOARD MEMBER
Trustee or director
1$0$0
LAURIE BURNS MCROBBIEBOARD MEMBER
Trustee or director
1$0$0
SYAM NAIRBOARD MEMBER
Trustee or director
1$0$0
JON OWENSBOARD MEMBER
Trustee or director
1$0$0
JOYCE ROGERSBOARD MEMBER
Trustee or director
1$0$0
ALAN L SCHWARTZBOARD MEMBER
Trustee or director
1$0$0
GLENN SCOLNIKBOARD MEMBER
Trustee or director
1$0$0
JERRY SEMLERBOARD MEMBER
Trustee or director
1$0$0
GEORGETTE SMITHBOARD MEMBER
Trustee or director
1$0$0
MARK SMITHBOARD MEMBER
Trustee or director
1$0$0
KRISTIAN STRICKLENBOARD MEMBER
Trustee or director
1$0$0
CRAIG SVENNSONBOARD MEMBER
Trustee or director
1$0$0
ALONZO WEEMSBOARD MEMBER
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
500 N MERIDIAN ST STE 100, INDIANAPOLIS, IN 46204-1293
In care of
% RILEY CHILDRENS ENDOWMENT
Principal officer (990 for 2024)
COURTNEY ROBERTS, 500 N Meridian St Ste 100, Indianapolis, IN 46204
Signed the 990
Billy Jo Cripe, VP, Finance
Phone
(317) 634-4474
Return prepared by
Forvis Mazars LLP

Mission

RILEY CHILDREN'S ENDOWMENT RAISES FUNDS TO SUSTAIN AND ADVANCE THE LIFE-SAVING AND LIFE-CHANGING CARE PROVIDED BY RILEY HOSPITAL FOR CHILDREN, TO SPUR RESEARCH DISCOVERIES THAT WILL LEAD TO NEW TREATMENTS AND CURES FOR DEVASTATING CHILDHOOD ILLNESSES AND INJURIES, AND TO PERPETUATE THE MEMORY OF OUR NAMESAKE, BELOVED HOOSIER POET JAMES WHITCOMB RILEY.

990 for the year ended June 30, 2025

Program accomplishments

  • RILEY CHILDREN'S HEALTH: FUNDS ARE USED FOR PATIENT CARE, RESEARCH, EDUCATION, AND EQUIPMENT AT RILEY HOSPITAL FOR CHILDREN.
    Expenses $47,953,315 · grants $47,953,315 · revenue $21,710
  • Camp Riley: The Camp features programs and facilities designed for physically disabled youth. The programs provide experiences and opportunities not readily available to the disabled.
    Expenses $1,332,953 · grants $1,332,953
  • 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.
    Expenses $417,505 · revenue $32,942

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
35-0868147
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1943
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$558,205,733
Income (IRS master file)
$186,685,797

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$72,810,348$65,891,897$558,205,733XML
990-TJune 2025–––IRS
990June 2024$73,770,218$57,522,269$506,758,930XML
990-TJune 2024–––IRS
990June 2023$48,169,497$48,724,140$459,217,404XML
990-TJune 2023–––IRS
990June 2022–––IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-0868147).

Questions about JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION

What is the EIN of JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION?
The employer identification number (EIN) of JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION is 35-0868147.
Is JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1943.
Are donations to JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION?
The 990 for the year ended June 30, 2025 names COURTNEY ROBERTS.
Who are the officers and directors of JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION?
The 990 for the year ended June 30, 2025 lists 46 people; 8 received compensation from the organization, the highest $583,753 (Elizabeth A Elkas, President and CEO (End 12/2024)).
How much revenue does JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $72,810,348, expenses of $65,891,897 and total assets of $558,205,733 at year end.

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