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Nonprofiteer
← JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION

Form 990 for tax year 2024

Filed by JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION.

Totals

Total revenue
$72,810,348
Total expenses
$65,891,897
Contributions and grants received
$50,066,173
Grants paid
$49,286,268
Program services expenses (Part IX)
$49,703,773
Management and general expenses
$5,481,885
Fundraising expenses
$10,706,239
Program service expenses (Part III)
$49,703,773

Program services were 75.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Gabriel Alejandro

    Treasurer (Eff 11/2024)

    Total calculated
    $0
    Hours/week
    2.5

  • Leah Corinne Martinson MD

    Chairman (Eff 11/2024)

    Total calculated
    $0
    Hours/week
    2.5

  • Otto N Frenzel IV

    Vice Chair & Secretary (Eff 11/2024)

    Total calculated
    $0
    Hours/week
    2.5

  • Alan L Schwartz

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Alonzo Weems

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Amy Balcius

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • C Perry Griffith Jr

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Casey Crouse

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Christine Ricks

    Board Member (Begin 11/2024)

    Total calculated
    $0
    Hours/week
    1

  • Dan Hann

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dennis M Murphy

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Faraz Abbasi

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Georgette Smith

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • J Murray Clark

    Chairman (End 11/2024)

    Total calculated
    $0
    Hours/week
    2.5

  • Jana Hageman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Janet Holcomb

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jay Hess

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jerome Henry Jr

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • John Ackerman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • John Dillon III

    Board Member (End 6/30/2025)

    Total calculated
    $0
    Hours/week
    1

  • Jon Owens

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Joseph Smith

    Board Member (Begin 11/2024)

    Total calculated
    $0
    Hours/week
    1

  • Joyce Rogers

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Julie Eskenazi

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kristian Stricklen

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kristin Pruitt

    Board Member (Begin 11/2024)

    Total calculated
    $0
    Hours/week
    1

  • Laurie Burns McRobbie

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Marisol Sanchez

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mark Smith

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Marta Birge

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mary Boelke

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Michael L Smith

    Board Member (End 11/2024)

    Total calculated
    $0
    Hours/week
    2.5

  • Pamela Whitten

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Rachel Lechleiter

    Board Member (Begin 11/2024)

    Total calculated
    $0
    Hours/week
    1

  • Regina Cross

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Rev Edward A Malloy

    Board Member (End 11/2024)

    Total calculated
    $0
    Hours/week
    1

  • Robert G Jones

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Steve Dawson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth A Elkas

    President and CEO (End 12/2024)

    Total calculated
    $623,638
    From this org
    $583,753
    From related orgs
    $0
    Other
    $39,885
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $406,107
    Bonus
    $51,000
    Other
    $126,646
    Deferred
    $23,640
    Nontaxable benefits
    $16,245
    Filer's total
    $623,638

  • Karen Spataro

    Chief Campaign Strategy & Communications Officer

    Total calculated
    $290,610
    From this org
    $256,287
    From related orgs
    $0
    Other
    $34,323
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,824
    Bonus
    $25,400
    Other
    $63
    Deferred
    $13,638
    Nontaxable benefits
    $20,685
    Filer's total
    $290,610

  • Meghan Miller

    Chief Operating Officer

    Total calculated
    $323,727
    From this org
    $280,977
    From related orgs
    $0
    Other
    $42,750
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $257,535
    Bonus
    $23,400
    Other
    $42
    Deferred
    $21,851
    Nontaxable benefits
    $20,899
    Filer's total
    $323,727

  • Alane Helmer

    VP, Corporate and Foundation

    Total calculated
    $170,955
    From this org
    $138,637
    From related orgs
    $0
    Other
    $32,318
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,480
    Bonus
    $11,115
    Other
    $42
    Deferred
    $11,480
    Nontaxable benefits
    $20,838
    Filer's total
    $170,955

  • Bill Hale

    VP, People

    Total calculated
    $203,536
    From this org
    $179,363
    From related orgs
    $0
    Other
    $24,173
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,026
    Bonus
    $15,240
    Other
    $97
    Deferred
    $13,797
    Nontaxable benefits
    $10,376
    Filer's total
    $203,536

  • Billy Jo Cripe

    VP, Finance

    Total calculated
    $204,225
    From this org
    $189,150
    From related orgs
    $0
    Other
    $15,075
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,847
    Bonus
    $15,240
    Other
    $63
    Deferred
    $14,129
    Nontaxable benefits
    $946
    Filer's total
    $204,225

  • Cara Lathrop

    VP, Community Giving

    Total calculated
    $229,347
    From this org
    $213,609
    From related orgs
    $0
    Other
    $15,738
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,506
    Bonus
    $14,040
    Other
    $63
    Deferred
    $14,792
    Nontaxable benefits
    $946
    Filer's total
    $229,347

  • Meghan Freeman

    AVP, Marketing and Communications

    Total calculated
    $151,025
    From this org
    $139,837
    From related orgs
    $0
    Other
    $11,188
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,289
    Bonus
    $9,506
    Other
    $42
    Deferred
    $10,524
    Nontaxable benefits
    $664
    Filer's total
    $151,025

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Discretionary spending account
DISCRETIONARY PAYMENTS: THE PRESIDENT AND CEO RECEIVES A $10,000 DISCRETIONARY SPENDING ALLOWANCE EACH FISCAL YEAR TO USE AT HER DISCRETION. THIS IS NOT INCLUDED IN TAXABLE INCOME IF IT IS USED FOR A REIMBURSABLE EXPENSE.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE PRESIDENT AND CEO IS A PARTICIPANT IN A 457(F) PLAN. DURING CALENDAR YEAR 2024, THE PLAN VESTED AND THE BENEFITS WERE PAID TOTALING $126,565. NO CONTRIBUTIONS WERE MADE TO THE PLAN.
Schedule J, Part I, Line 7 Non-fixed payments
THE BONUSES INCLUDED IN PART II, COLUMN (II) ARE PERFORMANCE BASED BONUSES ACCRUED AT THE FISCAL YEAR END FOR ELIGIBLE EMPLOYEES, INCLUDING OFFICERS AND HIGHEST COMPENSATED EMPLOYEES. THESE BONUSES WERE APPROVED BY THE BOARD OF DIRECTORS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
14 January 2026
IRS schema version
2024v5.1
Source object
202600149349300715

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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