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Nonprofiteer
← JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION

Form 990 for tax year 2023

Filed by JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION.

Totals

Total revenue
$73,770,218
Total expenses
$57,522,269
Contributions and grants received
$55,354,550
Grants paid
$42,226,695
Program services expenses (Part IX)
$42,609,669
Management and general expenses
$5,229,189
Fundraising expenses
$9,683,411
Program service expenses (Part III)
$42,609,669

Program services were 74.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • J Murray Clark

    Chairman

    Total calculated
    $0
    Hours/week
    2.5

  • Leah Corinne Martinson MD

    Vice Chair and Secretary

    Total calculated
    $0
    Hours/week
    2.5

  • Otto N Frenzel IV

    Treasurer

    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

  • Craig Svennson

    Board Member (End 11/2023)

    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

  • Dr Aaron Carroll

    Board Member (Beg 11/2023)

    Total calculated
    $0
    Hours/week
    1

  • Faraz Abbasi

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Gabriel Alejandro

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Georgette Smith

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Glenn Scolnik

    Board Member (End 11/2023)

    Total calculated
    $0
    Hours/week
    1

  • 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

  • Jerry Semler

    Board Member (End 07/2023)

    Total calculated
    $0
    Hours/week
    1

  • John Ackerman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • John Dillon III

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jon Owens

    Board Member

    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

  • 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

    Total calculated
    $0
    Hours/week
    2.5

  • Pamela Whitten

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Regina Cross

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Rev Edward A Malloy

    Board Member

    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

  • Syam Nair

    Board Member (End 11/2023)

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth A Elkas

    President and CEO

    Total calculated
    $516,455
    From this org
    $447,278
    From related orgs
    $0
    Other
    $69,177
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $397,197
    Bonus
    $50,000
    Other
    $81
    Deferred
    $51,653
    Nontaxable benefits
    $17,524
    Filer's total
    $516,455

  • Karen Spataro

    Chief Campaign Strategy & Communications Officer

    Total calculated
    $273,267
    From this org
    $242,396
    From related orgs
    $0
    Other
    $30,871
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,333
    Bonus
    $22,000
    Other
    $63
    Deferred
    $12,880
    Nontaxable benefits
    $17,991
    Filer's total
    $273,267

  • Meghan Miller

    Chief Operating Officer

    Total calculated
    $313,937
    From this org
    $270,363
    From related orgs
    $0
    Other
    $43,574
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $251,321
    Bonus
    $19,000
    Other
    $42
    Deferred
    $21,038
    Nontaxable benefits
    $22,536
    Filer's total
    $313,937

  • Alane Helmer

    VP, Corporate and Foundation

    Total calculated
    $151,598
    From this org
    $119,179
    From related orgs
    $0
    Other
    $32,419
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $110,337
    Bonus
    $8,800
    Other
    $42
    Deferred
    $10,033
    Nontaxable benefits
    $22,386
    Filer's total
    $151,598

  • Bill Hale

    VP, People

    Total calculated
    $186,462
    From this org
    $162,877
    From related orgs
    $0
    Other
    $23,585
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,781
    Bonus
    $12,000
    Other
    $96
    Deferred
    $12,567
    Nontaxable benefits
    $11,018
    Filer's total
    $186,462

  • Billy Jo Cripe

    VP, Finance

    Total calculated
    $188,168
    From this org
    $173,245
    From related orgs
    $0
    Other
    $14,923
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,182
    Bonus
    $12,000
    Other
    $63
    Deferred
    $13,013
    Nontaxable benefits
    $1,910
    Filer's total
    $188,168

  • Cara Lathrop

    VP, Community Giving

    Total calculated
    $197,663
    From this org
    $183,457
    From related orgs
    $0
    Other
    $14,206
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,394
    Bonus
    $13,000
    Other
    $63
    Deferred
    $13,260
    Nontaxable benefits
    $946
    Filer's total
    $197,663

  • Kathryn Brinkerhoff

    VP, Leadership Giving

    Total calculated
    $184,123
    From this org
    $156,774
    From related orgs
    $0
    Other
    $27,349
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,732
    Bonus
    $12,000
    Other
    $42
    Deferred
    $12,223
    Nontaxable benefits
    $15,126
    Filer's total
    $184,123

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 CALENDARY YEAR 2023, $28,562 WAS PUT INTO THE PLAN. THE PLAN VESTS STARTING 6/30/2024.
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
2023
Filed
31 January 2025
IRS schema version
2023v6.0
Source object
202520319349300322

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

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