Civic Intelligence

Indian River Community Foundation Inc

990 • Fiscal year 2023 • EIN 20-1729243

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 20, 2024

Organization ProfileWWW.IRCOMMUNITYFOUNDATION.ORG
PO Box 643968Vero Beach, FL 32964

(772) 492-1407

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.06x

Higher debt load relative to assets than 25% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

49th percentile

0.37x

Higher debt load relative to revenue than 49% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

7th percentile

-41%

Higher net margin than 7% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$258,678

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

24th percentile

-0.5%

Faster asset growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-22%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$78,436,639

Down $354,849 (-0.5%) from 2022

Net Assets

Down

$73,362,893

Down $612,305 (-0.8%) from 2022

Liabilities

Up

$5,073,746

Up $257,456 (+5.3%) from 2022

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin7th percentile

Revenue

Down

$13,546,324

Down $3,926,544 (-22%) from 2022

Expenses

Up

$19,143,625

Up $6,617,461 (+53%) from 2022

Net Income

Down

-$5,597,301

Down $10,544,005 (-213%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2011: $8,266,310Liabilities 2011: $366,949Net Assets 2011: $7,899,3612011Assets 2012: $11,567,204Liabilities 2012: $307,056Net Assets 2012: $11,260,1482012Assets 2013: $18,927,245Liabilities 2013: $556,984Net Assets 2013: $18,370,2612013Assets 2014: $24,941,537Liabilities 2014: $486,063Net Assets 2014: $24,455,4742014Assets 2015: $29,108,032Liabilities 2015: $1,082,477Net Assets 2015: $28,025,5552015Assets 2016: $28,916,236Liabilities 2016: $857,472Net Assets 2016: $28,058,7642016Assets 2017: $35,851,759Liabilities 2017: $1,392,136Net Assets 2017: $34,459,6232017Assets 2018: $45,566,148Liabilities 2018: $2,698,352Net Assets 2018: $42,867,7962018Assets 2019: $68,409,018Liabilities 2019: $2,219,937Net Assets 2019: $66,189,0812019Assets 2020: $71,889,983Liabilities 2020: $2,619,237Net Assets 2020: $69,270,7462020Assets 2021: $89,601,419Liabilities 2021: $3,954,030Net Assets 2021: $85,647,3892021Assets 2022: $78,791,488Liabilities 2022: $4,816,290Net Assets 2022: $73,975,1982022Assets 2023: $78,436,639Liabilities 2023: $5,073,746Net Assets 2023: $73,362,8932023Assets 2024: $93,996,305Liabilities 2024: $3,770,383Net Assets 2024: $90,225,9222024Assets 2025: $114,616,874Liabilities 2025: $4,806,587Net Assets 2025: $109,810,2872025

Highlighted filing

2023

Assets$78,436,639
Liabilities$5,073,746
Net Assets$73,362,893
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MRevenue 2011: $6,966,854Expenses 2011: $4,874,149Net Income 2011: $2,092,7052011Revenue 2012: $6,961,757Expenses 2012: $3,554,679Net Income 2012: $3,407,0782012Expenses 2013: $7,225,7362013Revenue 2014: $12,614,167Expenses 2014: $6,893,263Net Income 2014: $5,720,9042014Revenue 2015: $12,024,304Expenses 2015: $8,513,008Net Income 2015: $3,511,2962015Revenue 2016: $8,861,637Expenses 2016: $8,800,396Net Income 2016: $61,2412016Revenue 2017: $11,427,060Expenses 2017: $6,098,058Net Income 2017: $5,329,0022017Revenue 2018: $18,249,388Expenses 2018: $10,674,641Net Income 2018: $7,574,7472018Revenue 2019: $33,128,309Expenses 2019: $11,258,588Net Income 2019: $21,869,7212019Revenue 2020: $11,686,198Expenses 2020: $9,804,540Net Income 2020: $1,881,6582020Revenue 2021: $15,947,325Expenses 2021: $13,027,103Net Income 2021: $2,920,2222021Revenue 2022: $17,472,868Expenses 2022: $12,526,164Net Income 2022: $4,946,7042022Revenue 2023: $13,546,324Expenses 2023: $19,143,625Net Income 2023: -$5,597,3012023Revenue 2024: $32,324,111Expenses 2024: $21,547,550Net Income 2024: $10,776,5612024Revenue 2025: $32,499,993Expenses 2025: $19,252,796Net Income 2025: $13,247,1972025

Highlighted filing

2023

Revenue$13,546,324
Expenses$19,143,625
Net Income-$5,597,301
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 20, 2024
Return Version
2022v5.0
Gross Receipts
$47,390,092
Mission and Program Overview

Mission

Building a better community through donor-driven philanthropy.

Our mission is building a better community through donor-driven philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$72,202,742$73,778,276▲ $1,575,534
Savings and Temporary Cash Investments$6,098,592$4,386,703▼ $1,711,889
Cash and Non-Interest-Bearing Accounts$356,494$127,476▼ $229,018
Land, Buildings, and Equipment, Net$82,188$89,884▲ $7,696
Prepaid Expenses and Deferred Charges$36,228$48,942▲ $12,714
Pledges and Grants Receivable$10,000$0▼ $10,000
Total Assets$78,791,488$78,436,639▼ $354,849
Other Assets Total$5,244$5,358▲ $114
Liabilities
Other Liabilities$4,388,873$4,799,481▲ $410,608
Grants Payable$377,000$258,330▼ $118,670
Accounts Payable and Accrued Expenses$50,417$15,935▼ $34,482
Total Liabilities$4,816,290$5,073,746▲ $257,456
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$72,931,837$72,229,638▼ $702,199
Net Assets With Donor Restrictions$1,043,361$1,133,255▲ $89,894
Total Net Assets Fund Balance$73,975,198$73,362,893▼ $612,305
Total Liabilities and Net Assets / Fund Balance$78,791,488$78,436,639▼ $354,849

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$51,906$25,156$77,062
Leasehold Improvements$35,149$8,562$43,711
Equipment$2,829$8,460$11,289

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$2,228,974$10,000▲ $292,554$90,051$2,441,477
2021$2,619,954$33,500▼ $348,826$75,654$2,228,974
2020$2,019,490$46,000▲ $611,295$56,831$2,619,954
2019$1,552,834$449,006▲ $57,719$40,069$2,019,490
2018$681,578$836,474▲ $66,083$31,301$1,552,834
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey R PickeringCEO/presidentFT$228,198$30,480$258,678

Board Members and Trustees

NameTitle
Michael a Mcmanus JrChairman
Kathryn B HealyVice Chairman
Angelia PerryDirector
Anthony P GuettlerDirector
Antoinette W HamnerDirector
Carla E MeyerDirector
Dawn E MichaelDirector
Edwin R MasseyDirector
Jennifer M WatsonDirector
Louis C SchachtDirector
Matthew G RundelsDirector
Michael J SwanDirector
Patricia a BrierDirector
Ronald H McglynnDirector
Suzanne E BertmanDirector
Wanda W LincolnDirector
William F SchlittDirector
Dale F JacobsSecretary
Debra K LockwoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,188,776
Program Service Revenue
$0
Investment Income
$2,840,721
Other Revenue
$516,827
All Other Contributions
$10,188,776
Change in Net Assets
$-5,597,301

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded37$6,211,203Public Stock Exchanges
Total Noncash Contributions37$6,211,203-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,193,391
Revenue Not Reported on Financial Statements
$352,933
Revenue Not Reported on Form 990
$4,984,996
Other Revenue Adjustments
$1,430
Total Revenue per Audited Statements
$18,178,387
Total Revenue per Form 990
$13,546,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,163,645
Other Expenses$1,360,750
Salaries, Compensation, and Employee Benefits$619,230
Total Fundraising Expense$240,207
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$17,163,645--$17,163,645
Fees for Service Investment Mgmnt Fees-$351,503-$351,503
Other Salaries and Wages$134,446$105,752$54,112$294,310
Current Officers, Directors, Trustees, and Key Employees$71,490$47,660$119,150$238,300
Advertising$33,485-$33,104$66,589
Fees for Services Other$54,011--$54,011
Occupancy$4,691$49,290-$53,981
Other Employee Benefits$14,570$10,854$12,258$37,682
Payroll Taxes$12,927$9,630$10,876$33,433
Other Expenses$32,078$29,115-$32,078
Depreciation Depletion-$28,153-$28,153
Fees for Services Accounting-$25,450-$25,450
Conferences and Meetings$16,833$5,072$3,331$25,236
Office Expenses$3,753$17,764$168$21,685
All Other Expenses$2,673$11,249$2,160$16,082
Pension Plan Contributions$5,995$4,466$5,044$15,505
Travel$3,729$2,204-$5,933
Insurance-$3,609-$3,609
Fees for Services Legal$1,687$1,686-$3,373
Information Technology$16-$4$20
Total Functional Expenses$18,140,321$763,097$240,207$19,143,625

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$19,143,625
Expenses per Audited Statements$18,790,692
Total Expenses per Audited Statements$18,790,692
Expenses Not Reported on Financial Statements$352,933
Other Expense Adjustments$1,430
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Greater Kansas City Community FoundationKansas City, MO3General Operating$2,574,053
Trinity CollegeHartford, CT3General Operating$1,200,000
Friends of Hildene IncManchester, VT3General Operating$1,000,000
Trinity-pawling SchoolPawling, NY3General Operating$1,000,000
Learning Alliance IncVero Beach, FL3General Operating$637,783
Boys & Girls Clubs Foundation of Indian River County IncVero Beach, FL3General Operating$573,312
Hope for Families Center IncVero Beach, FL3General Operating$465,750
Fidelity Charitable Gift FundCincinnati, OH3General Operating$439,797
Vero Beach Crisis Pregnancy CenterVero Beach, FL3General Operating$429,500
National Navy Seal MuseumFort Pierce, FL3General Operating$352,000
United Way of Indian River CountyVero Beach, FL3General Operating$312,100
School District of Indian River CountyVero Beach, FL3General Operating$300,000
Indian River Medical Center Foundation IncVero Beach, FL3General Operating$286,260
Vero Beach Museum of Art IncVero Beach, FL3General Operating$271,155
Riverside Theatre IncVero Beach, FL3General Operating$250,900
Bread for the World Institute IncWashington, DC3General Operating$250,000
Trinity Episcopal ChurchVero Beach, FL3General Operating$233,500
Baptist Health South Florida Foundation IncCoral Gables, FL3General Operating$200,000
Union League Clubhouse FoundationNew York, NY3General Operating$200,000
Indian River Land TrustVero Beach, FL3General Operating$179,450
Mclaren Northern Michigan FoundationPetoskey, MI3General Operating$179,000
SAINT EDWARD'S SCHOOLVero Beach, FL3General Operating$175,167
Visiting Nurse Association of the Treasure Coast IncVero Beach, FL3General Operating$145,200
Ocean Research and Conservation Association IncFort Pierce, FL3General Operating$143,463
Vero Beach Opera IncVero Beach, FL3General Operating$142,716
United Against Poverty IncVero Beach, FL3General Operating$142,675
The Learning AllianceVero Beach, FL3General Operating$135,150
Safespace IncStuart, FL3General Operating$132,770
Scholarship Foundation of Indian River CountyVero Beach, FL3General Operating$125,500
Crossover Mission IncVero Beach, FL3General Operating$113,200
Vero Beach Rowing IncVero Beach, FL3General Operating$107,868
Gifford Youth Achievement CenterVero Beach, FL3General Operating$107,711
Senior Resource AssociationVero Beach, FL3General Operating$106,994
Cottonwood Day SchoolBozeman, MT3General Operating$100,000
Hellenic College and Holy Cross Greek Orthodox School of TheologyBrookline, MA3General Operating$100,000
Marine Corps Scholarship Foundation IncAlexandria, VA3General Operating$100,000
Laura (riding) Jackson FoundationVero Beach, FL3General Operating$94,741
Youth Sailing Foundation of Indian River CountyVero Beach, FL3General Operating$88,400
JOHN'S ISLAND FOUNDATION INCVero Beach, FL3General Operating$88,000
Education Foundation of Indian River CountyVero Beach, FL3General Operating$86,133
Childcare Resources of Indian RiverVero Beach, FL3General Operating$75,556
College Preparatory SchoolOakland, CA3General Operating$75,000
MASTER'S ACADEMY OF VERO BEACH INCVero Beach, FL3General Operating$75,000
Community Church of Vero BeachVero Beach, FL3General Operating$72,000
Indian River County Healthy Start CoalitionVero Beach, FL3General Operating$64,200
Rochester Institute of TechnologyRochester, NY3General Operating$60,250
Residential Youth Services & EmpowermentHonolulu, HI3General Operating$59,880
Mckee Botanical GardenVero Beach, FL3General Operating$56,600
Nature Conservancy - Florida ChapterWinter Park, FL3General Operating$56,000
Samaritans PurseBoone, NC3General Operating$55,000
Youth Guidance Mentoring AcademyVero Beach, FL3General Operating$54,750
Ballet Vero Beach IncVero Beach, FL3General Operating$52,300
Habitat for Humanity International IncVero Beach, FL3General Operating$52,000
CHILDREN'S HOME SOCIETY OF FLORIDA FOUNDATION INCVero Beach, FL3General Operating$50,770
American Friends of Shalva Israel IncNew York, NY3General Operating$50,000
American Friends of Tel Aviv University IncNew York, NY3General Operating$50,000
Pax Dei for NubaHarrisonburg, VA3General Operating$50,000
Alzheimerparkinson Association of Indian River County IncVero Beach, FL3General Operating$49,975
Wayne County Historical Society IncLyons, NY3General Operating$45,000
Environmental Learning CenterVero Beach, FL3General Operating$40,100
American Friends of the Jaffa InstituteBergenfield, NJ3General Operating$40,000
Catholic High SchoolVirginia Beach, VA3General Operating$40,000
First Methodist Church Vero BeachVero Beach, FL3General Operating$39,750
Mental Health Collaborative of IrcVero Beach, FL3General Operating$38,024
I Am Ministries IncVero Beach, FL3General Operating$37,200
Literacy Services of Indian River CountyVero Beach, FL3General Operating$34,300
Quail Valley Charities IncVero Beach, FL3General Operating$33,525
Cleveland Clinic FoundationAlbert Lea, MN3General Operating$33,500
Veterans Council of Indian River CountyVero Beach, FL3General Operating$30,025
Gifford Florida Youth OrchestraVero Beach, FL3General Operating$30,000
Meg FoundationDenver, CO3General Operating$30,000
Pathway ChurchVero Beach, FL3General Operating$29,766
Substance Abuse Council of Indian River County IncVero Beach, FL3General Operating$27,500
Sunshine Rehabilitation Center of Indian River County IncVero Beach, FL3General Operating$27,500
Mental Health Association in Indian River County IncVero Beach, FL3General Operating$27,083
Humane Society of Vero Beach & Indian River CountyVero Beach, FL3General Operating$26,039
Freedom ChurchVero Beach, FL3General Operating$25,000
St Helen Catholic ChurchVero Beach, FL3General Operating$25,000
The Branson SchoolRoss, CA3General Operating$25,000
The Protestant Congregation of Ocean Reef IncKey Largo, FL3General Operating$25,000
Camp Haven IncVero Beach, FL3General Operating$24,400
Lifebuilders of the Treasure Coast IncFort Pierce, FL3General Operating$22,500
The Friends of the New York State Military MuseumSaratoga Springs, NY3General Operating$20,500
University of Florida FoundationGainesville, FL3General Operating$20,500
Impact 100 of Indian River County IncVero Beach, FL3General Operating$20,300
Camp Susquehannock IncBrackney, PA3General Operating$20,000
Clean Water Coalition of Indian River County IncVero Beach, FL3General Operating$20,000
Ocean Reef Chapel Foundation IncKey Largo, FL3General Operating$20,000
South Newport Baptist ChurchTownsend, GA3General Operating$20,000
St Catherine AcademyBronx, NY3General Operating$20,000
World Vision InternationalFederal Way, WA3General Operating$20,000
Bike Walk Indian River County IncVero Beach, FL3General Operating$19,760
HIBISCUS CHILDREN'S CENTERVero Beach, FL3General Operating$19,730
JOHN'S ISLAND COMMUNITY SERVICE LEAGUE INCVero Beach, FL3General Operating$18,900
Treasure Coast Food Bank IncFort Pierce, FL3General Operating$18,150
Salvation Army of IrcVero Beach, FL3General Operating$18,123
Youth for Christ Indian River CountyVero Beach, FL3General Operating$18,000
Botanical Garden of the PiedmontCharlottesville, VA3General Operating$16,000
Rotary Club of Vero Beach Sunrise Foundation IncVero Beach, FL3General Operating$16,000
American Battlefield TrustMerrifield, VA3General Operating$15,000
Buffalo Philharmonic Orchestra Society IncBuffalo, NY3General Operating$15,000
Feed the Lambs Enrichment Program IncVero Beach, FL3General Operating$15,000
First United Methodist ChurchVero Beach, FL3General Operating$15,000
Nyu Langone HospitalsNew York, NY3General Operating$15,000
Rye Presbyterian ChurchRye, NY3General Operating$15,000
St Francis CollegeBrooklyn, NY3General Operating$15,000
T-1 Today IncWest Chester, OH3General Operating$15,000
Special Equestrians of the Treasure Coast IncVero Beach, FL3General Operating$14,240
Big Brothers Big Sisters of St Lucie Indian River & Okeechobee CountiesVero Beach, FL3General Operating$14,195
Whole Family Health Center IncVero Beach, FL3General Operating$14,100
First Presbyterian ChurchVero Beach, FL3General Operating$14,000
Temple Beth Shalom of Vero BeachVero Beach, FL3General Operating$14,000
ST GABRIEL'S EPISCOPAL CHURCHTitusville, FL3General Operating$13,300
Highlands-cashiers Health FoundationHighlands, NC3General Operating$13,000
Grand Harbor Community Outreach Program IncVero Beach, FL3General Operating$12,600
Haiti Clinic IncVero Beach, FL3General Operating$12,500
Indian River State College Foundation IncFort Pierce, FL3General Operating$12,411
My Vision for Refugees IncWoodstock, GA3General Operating$12,000
American Red Cross Palm Beach Treasure CoastWest Palm Beach, FL3General Operating$11,000
Williams CollegeWilliamstown, MA3General Operating$11,000
Mayo ClinicRochester, MN3General Operating$10,979
Indian River Symphonic Association IncVero Beach, FL3General Operating$10,500
St Francis Manor of Vero Beach Florida IncVero Beach, FL3General Operating$10,270
ST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN3General Operating$10,100
American Cancer Society IncTampa, FL3General Operating$10,000
Atlanta Community Food Bank IncAtlanta, GA3General Operating$10,000
Community Transformation Partners IncBrownsburg, IN3General Operating$10,000
Dogs for Life IncVero Beach, FL3General Operating$10,000
Esselstyn Family Foundation IncPepper Pike, OH3General Operating$10,000
Gfwc Womens Club of Vero Beach IncVero Beach, FL3General Operating$10,000
Habitat for Humanity Vail ValleyAvon, CO3General Operating$10,000
Jacobs Institute IncBuffalo, NY3General Operating$10,000
La Pointe Community Clinic IncLa Pointe, WI3General Operating$10,000
Lawyers for Children IncNew York, NY3General Operating$10,000
Mccallie SchoolChattanooga, TN3General Operating$10,000
Montana Land RelianceHelena, MT3General Operating$10,000
Partners in HealthFrederick, MD3General Operating$10,000
Rockin Out Alzheimers Disease Foundation IncStatesboro, GA3General Operating$10,000
Tfalls Foundation IncAcworth, GA3General Operating$10,000
The Church of Eleven22 - San Pablo CampusJacksonville, FL3General Operating$10,000
The Haitian Project IncProvidence, RI3General Operating$10,000
Trustees for Harvard UniversityCambridge, MA3General Operating$10,000
Trustees of Columbia University in the City of NyNew York, NY3General Operating$10,000
Trustees of Dartmouth CollegeHanover, NH3General Operating$10,000
Un Women USAWashington, DC3General Operating$10,000
Unc Health FoundationChapel Hill, NC3General Operating$10,000
Year Up IncBoston, MA3General Operating$10,000
Arc of Indian River County IncVero Beach, FL3General Operating$9,500
Doctors Without BordersHagerstown, MD3General Operating$9,500
Westover School IncMiddlebury, CT3General Operating$9,250
HIBISCUS HOUSE CHILDREN'S FOUNDATION INCVero Beach, FL3General Operating$8,661
Chabad of Vero BeachVero Beach, FL3General Operating$8,000
Pierone Research Institute- a Whole Family Health Ctr InitiativeVero Beach, FL3General Operating$8,000
Swan Valley ConnectionsCondon, MT3General Operating$8,000
Vero Beach Duplicate Bridge Club IncVero Beach, FL3General Operating$7,750
Little Birthday Angels IncVero Beach, FL3General Operating$7,646
Tenth Church of Christ Scientist New York CityNew York, NY3General Operating$7,600
Nature ConservancyArlington, VA3General Operating$7,560
Global Mother Divine Organization-usaFairfield, IA3General Operating$7,500
Island SchoolLihue, HI3General Operating$7,500
Swan Valley Emergency ServicesCondon, MT3General Operating$7,000
Metropolitan Opera Association IncNew York, NY3General Operating$6,991
Southeast Community College Educational FoundationLincoln, NE3General Operating$6,991
Metropolitan Opera GuildNew York, NY3General Operating$6,500
Trust for Public LandLos Angeles, CA3General Operating$6,500
Florida Nonprofit AllianceJacksonville, FL3General Operating$6,000
Little League Baseball IncVero Beach, FL3General Operating$6,000
Pelican Island Audubon Society IncVero Beach, FL3General Operating$6,000
RACHEL'S LAMENTKnoxville, TN3General Operating$6,000
Southwestern Vermont Health Care Foundation IncBennington, VT3General Operating$6,000
Indian River County Medical Society FoundationVero Beach, FL3General Operating$5,877
Indian River County Volunteer Ambulance SquadVero Beach, FL3General Operating$5,725
Head Heart and Hands of Indian River ClubVero Beach, FL3General Operating$5,650
Hillsdale CollegeHillsdale, MI3General Operating$5,500
St Augustine of CanterburyVero Beach, FL3General Operating$5,500
WOMEN'S CARE CENTER OF IRC INCVero Beach, FL3General Operating$5,500
36th Church of Christ ScientistStudio City, CA3General Operating$5,280
Gifford Community Cultural and Resource CenterVero Beach, FL3General Operating$5,250
National Audubon SocietyNew York, NY3General Operating$5,225
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Agencies$4,700,408
Crt/annuity Liability$99,073
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board receives a copy of the form 990 for review prior to submission of the return.”

Form 990, Part VI, Section B, Line 12C

“Each member is required to immediately disclose any actual or perceived conflict and must ensure they have no discussion or involvement in these matters. When voting on a matter where actual or perceived conflict exists, that member must abstain from voting. Each board member completed and signed a disclosure statement and agreed with the policies.”

Form 990, Part VI, Section B, Line 15

“The executive compensation committee shall consist of the members of the executive committee except for the president of the corporation, and the members of the executive compensation committee shall designate one of such committee members as chair. The executive compensation committee shall establish reasonable compensation on an annual basis for the president and any other key management personnel of the corporation, and shall provide the information to the finance/audit committee to include in the corporation's annual budget for approval by the board of directors.”

Form 990, Part VI, Section C, Line 18

“Forms 990 are available on the organization's website; form 1023 is available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and conflict of interest policy are made available to the public upon request. The financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Indian River Community Foundation Inc
EIN
20-1729243
Phone
7724921407
Address
PO BOX 643968, VERO BEACH, FL 32964

Signing Officer

Name
Jeffrey R Pickering
Title
President
Phone
7724921407
Signed
2024-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey R Pickering
Formed
2004
Legal Domicile
Fl
Voting Board Members
20
Independent Board Members
20
Employees
5
Volunteers
20

Preparer

Firm
Rehmann Robson LLC
Address
5070 HIGHWAY A1A STE 250, VERO BEACH, FL 32963
Preparer
Deborah a Crum CPA
Phone
7722348484
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The ircf grantmaking endowment fund supports the community foundation's charitable mission by providing a permanent pool of capital and an annual distribution of unrestricted dollars for grants to indian river county charities. The ircf unrestricted operating endowment fund supports the community foundation's charitable mission by providing a permanent pool of capital and an annual distribution of unrestricted dollars for operating expenses.”

PART X, LINE 2:

“The foundation has evaluated its income tax filing positions for fiscal years 2020 through 2023, the years which remain subject to examination as of june 30, 2023. Management concluded that there are no significant uncertain tax positions requiring recognition in the foundation's financial statements. The foundation does not expect the total amount of unrecognized tax benefits ("utb") (e.g. Tax deductions, exclusions, or credits claimed or expected to be claimed) to significantly change in the next twelve months. The foundation does not have any amounts accrued for interest and penalties related to utbs at june 30, 2023 or 2022, and is not aware of any claims for such amounts by federal or state income tax authorities.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Foreign taxes on investment 1,430.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Foreign taxes on investment 1,430.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010224580
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt010668070
IRS990/PYInvestmentIncomeAmt06680062
IRS990/PYOtherExpensesAmt01370828
IRS990/PYOtherRevenueAmt0568226
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04946704
IRS990/PYSalariesCompEmpBnftPaidAmt0487266
IRS990/PYTotalExpensesAmt012526164
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017472868
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-5597301
IRS990/RegularMonitoringEnfrcInd01
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IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06098592
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04386703
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010188776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010224580

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,436,639
Liabilities
$5,073,746
Net assets
$73,362,893
Revenue
$13,546,324
Expenses
$19,143,625
Net income
-$5,597,301
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$115$4.81$110$32.5$19.3$13.2
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.0$3.77$90.2$32.3$21.5$10.8
2023Detailed filing. Detailed filing data is available for this year.$78.4$5.07$73.4$13.5$19.1$5.60
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.8$4.82$74.0$17.5$12.5$4.95
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.6$3.95$85.6$15.9$13.0$2.92
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.9$2.62$69.3$11.7$9.80$1.88
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.4$2.22$66.2$33.1$11.3$21.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.6$2.70$42.9$18.2$10.7$7.57
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.9$1.39$34.5$11.4$6.10$5.33
2016Summary only. Only limited summary data is available for this year.$28.9$0.86$28.1$8.86$8.80$0.06
2015Detailed filing. Detailed filing data is available for this year.$29.1$1.08$28.0$12.0$8.51$3.51
2014Detailed filing. Detailed filing data is available for this year.$24.9$0.49$24.5$12.6$6.89$5.72
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.9$0.56$18.4$7.23
2012Summary only. Only limited summary data is available for this year.$11.6$0.31$11.3$6.96$3.55$3.41
2011Summary only. Only limited summary data is available for this year.$8.27$0.37$7.90$6.97$4.87$2.09
Peer Organizations

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