Civic Intelligence

Indian River Estates Residents' Association Inc

990EZ • Fiscal year 2021 • EIN 65-0213189

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 17, 2024

Organization ProfileN/A
2250 Indian Creek BlvdVero Beach, FL 32966

(855) 375-2516

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.00x

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets52nd percentile

Assets

$70,676

No earlier filing loaded for comparison.

Net Assets

$70,676

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin60th percentile

Revenue

$95,837

No earlier filing loaded for comparison.

Expenses

$84,941

No earlier filing loaded for comparison.

Net Income

$10,896

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2021

Assets$70,676
Liabilities$0
Net Assets$70,676
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$95,837
Expenses$84,941
Net Income$10,896
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 17, 2024
Return Version
2021v4.2
Gross Receipts
$95,837
Mission and Program Overview

Mission

Liaison between residents and management; enhance resident life

We represent the residents before the management of the CCRC.

Program Services

DescriptionGrantsExpenses
Collect and disburse Christmas gifts to employees and graduation gifts to student employees$0$73,320
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dawn ReichardPresident-$0--
Brian FisherVP-$0--
John McGregorTreasurer-$0--
Sue NalepaSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Indian River Estates
EIN
65-0213189
Phone
8553752516
Address
2250 Indian Creek Blvd, Vero Beach, FL 32966

Signing Officer

Name
John McGregor
Title
Treasurer
Phone
7722179085
Signed
2024-03-17
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 10 - Grants and Similar Amounts Paid

“Activity Classification: Grant. Grantee Name: Indian River Volunteer Ambulance. Grantee Address: 3401 Indian River Dr E Vero Beach, FL 32963. Grantee Relationship: None. Method Used to Determine Book Value: Cash. Method Used to Determine FMV: Cash. Book Value of Property: 6,500. Date of Gift: 12/31/21. Amount Given: 6,500.”

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

“Description: Gifts to employees. Amount: 66,820. Description: Gifts to graduates. Amount: 5,000. Total to Form 990-EZ, line 16: 71,820.”

Raw XML Appendix118 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/BenefitsPaidToOrForMembersAmt06227
IRS990EZ/BooksInCareOfDetail/PersonNm0John McGregor
IRS990EZ/BooksInCareOfDetail/PhoneNum07722179085
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02150 Indian Creek Blvd East B201
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Vero Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032966
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059780
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070676
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt095837
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt010896
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059780
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070676
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06500
IRS990EZ/GrossReceiptsAmt095837
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059780
IRS990EZ/NetAssetsOrFundBalancesEOYAmt070676
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059780
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt070676
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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/PersonNm0Dawn Reichard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brian Fisher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John McGregor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sue Nalepa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt071820
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0We represent the residents before the management of the CCRC.
IRS990EZ/PrintingPublicationsPostageAmt0394
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Collect and disburse Christmas gifts to employees and graduation gifts to student employees
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073320
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt084941
IRS990EZ/TotalProgramServiceExpensesAmt073320
IRS990EZ/TotalRevenueAmt095837
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Grant. Grantee Name: Indian River Volunteer Ambulance. Grantee Address: 3401 Indian River Dr E Vero Beach, FL 32963. Grantee Relationship: None. Method Used to Determine Book Value: Cash. Method Used to Determine FMV: Cash. Book Value of Property: 6,500. Date of Gift: 12/31/21. Amount Given: 6,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Gifts to employees. Amount: 66,820. Description: Gifts to graduates. Amount: 5,000. Total to Form 990-EZ, line 16: 71,820.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0John McGregor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07722179085
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Indian River Estates
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Residents' Association Inc
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0650213189
ReturnHeader/Filer/PhoneNum08553752516
ReturnHeader/Filer/USAddress/AddressLine1Txt02250 Indian Creek Blvd
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/PreparationDt02024-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James A Schorner
ReturnHeader/ReturnTs02024-03-19T07:12:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McGregor
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,676
Liabilities
$0
Net assets
$70,676
Revenue
$95,837
Expenses
$84,941
Net income
$10,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$1.15$1.13$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.10$0.07$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.96$0.92$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.96$0.85$0.11