Civic Intelligence

Indian River Estates

EIN 65-0213189 • 501(c)7 • Vero Beach, FL

Profile

Liaison between residents and management; enhance resident life

2300 Indian Creek Blvd W C123Vero Beach, FL 32966

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

48th percentile

1.3%

Higher net margin than 48% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

62nd percentile

5.6%

Faster asset growth than 62% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

99th percentile

1042%

Faster revenue growth than 99% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$76,012

Up $4,011 (+5.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$76,012

Up $4,011 (+5.6%) from 2024

Revenue

Up

$114,792

Up $104,742 (+1042%) from 2024

Expenses

Up

$113,287

Up $105,856 (+1425%) from 2024

Net Income

Down

$1,505

Down $1,114 (-43%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2021: $70,676Liabilities 2021: $0Net Assets 2021: $70,6762021Assets 2023: $75,299Liabilities 2023: $0Net Assets 2023: $75,2992023Assets 2024: $72,001Liabilities 2024: $0Net Assets 2024: $72,0012024Assets 2025: $76,012Liabilities 2025: $0Net Assets 2025: $76,0122025

Highlighted filing

2025

Assets$76,012
Liabilities$0
Net Assets$76,012

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2021: $95,837Expenses 2021: $84,941Net Income 2021: $10,8962021Revenue 2023: $96,381Expenses 2023: $91,755Net Income 2023: $4,6262023Revenue 2024: $10,050Expenses 2024: $7,431Net Income 2024: $2,6192024Revenue 2025: $114,792Expenses 2025: $113,287Net Income 2025: $1,5052025

Highlighted filing

2025

Revenue$114,792
Expenses$113,287
Net Income$1,505

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2025 to Dec 31, 2025
Signed
Feb 5, 2026
Return Version
2025v4.0
Gross Receipts
$114,792
Mission and Program Overview

Mission

Liaison between residents and management; enhance resident life

Program Services

DescriptionGrantsExpenses
Collection of employee Christmas gift fund$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kay HammondVP-$0--
Lindsay SinnPresident-$0--
Jim PrinsTreasurer-$0--
Joyce HarriganSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Indian River Estates
EIN
65-0213189
Phone
7725627400
Address
2300 Indian Creek Blvd W C123, Vero Beach, FL 32966

Signing Officer

Name
James Prins
Title
Treasurer
Phone
7725627400
Signed
2026-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Offutt Barton Schlitt LLC
Address
570 Beachland Blvd, Vero Beach, FL 32963
Preparer
James A Schorner
Phone
7722312100
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Investment. Amount: 1.

Form 990-EZ, Part I, Line 7 - Sales of Inventory

Income: Gross Receipts: 32,585. Returns and Allowances: 0. Less Cost of Goods Sold: 0. Gross Profit: 32,585.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Employee apprication. Grantee Name: various. Amount Given: 87,538.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Charity. Grantee Name: ACTS Legacy Foundation. Grantee Address: 420 Delaware Ave Ft Washington, PA 19034. Amount Given: 12,500. Total included on Form 990-EZ, line 10: 100,038.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Committee expenses. Amount: 8,838. Description: Supplies. Amount: 4,411. Total to Form 990-EZ, line 16: 13,249.

Raw XML Appendix121 raw XML fields

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

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0Jim Prins
IRS990EZ/BooksInCareOfDetail/PhoneNum09735578488
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02300 Indian Creek Blvd West C310
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Vero Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032966
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074507
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076012
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt081671
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt01505
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt076012
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0100038
IRS990EZ/GrossProfitLossSlsOfInvntryAmt032585
IRS990EZ/GrossReceiptsAmt0114792
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt032585
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074507
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076012
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074507
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076012
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kay Hammond
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lindsay Sinn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jim Prins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Joyce Harrigan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt013249
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Liaison between residents and management; enhance resident life
IRS990EZ/ProgramServiceRevenueAmt0535
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Collection of employee Christmas gift fund
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0113287
IRS990EZ/TotalRevenueAmt0114792
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Investment. Amount: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Income: Gross Receipts: 32,585. Returns and Allowances: 0. Less Cost of Goods Sold: 0. Gross Profit: 32,585.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: Employee apprication. Grantee Name: various. Amount Given: 87,538.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: Charity. Grantee Name: ACTS Legacy Foundation. Grantee Address: 420 Delaware Ave Ft Washington, PA 19034. Amount Given: 12,500. Total included on Form 990-EZ, line 10: 100,038.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Committee expenses. Amount: 8,838. Description: Supplies. Amount: 4,411. Total to Form 990-EZ, line 16: 13,249.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 7 - Sales of Inventory
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0James Prins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07725627400
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Indian River Estates
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Residents' Association Inc
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0650213189
ReturnHeader/Filer/PhoneNum07725627400
ReturnHeader/Filer/USAddress/AddressLine1Txt02300 Indian Creek Blvd W C123
ReturnHeader/Filer/USAddress/CityNm0Vero Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032966
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461585527
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Offutt Barton Schlitt LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0570 Beachland Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vero Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032963
ReturnHeader/PreparerPersonGrp/PhoneNum07722312100
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James A Schorner
ReturnHeader/ReturnTs02026-02-05T13:18:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-03-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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