Form 990-EZ, Part I, Line 4 - Other Investment Income
“Description: Investment. Amount: 2.”
Indian River Estates Residents' Association Inc
990EZ • Fiscal year 2025 • EIN 65-0213189
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Up$74,507
Up $2,506 (+3.5%) from 2024
Net Assets
Up$74,507
Up $2,506 (+3.5%) from 2024
Liabilities
Flat$0
Flat from 2024
Revenue And Expenses
Revenue
Up$188,735
Up $178,685 (+1778%) from 2024
Expenses
Up$186,229
Up $178,798 (+2406%) from 2024
Net Income
Down$2,506
Down $113 (-4.3%) from 2024
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Mar 1, 2024 to Feb 28, 2025
- Signed
- May 21, 2025
- Return Version
- 2024v5.1
- Gross Receipts
- $188,735
Mission and Program Overview
Mission
Liaison between residents and management; enhance resident life
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Collection of employee Christmas gift fund | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Brian Fisher | VP | - | $0 | - | - |
| Dawn Reichard | President | - | $0 | - | - |
| John McGregor | Treasurer | - | $0 | - | - |
| Sue Nalepa | Secretary | - | $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
- 2025-05-21
- 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 7 - Sales of Inventory
“Income: Gross Receipts: 25,632. Returns and Allowances: 0. Less Cost of Goods Sold: 0. Gross Profit: 25,632.”
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity Classification: Employee apprication. Grantee Name: various. Amount Given: 162,726.”
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. Date of Gift: 12/31/24. Amount Given: 7,000. Total included on Form 990-EZ, line 10: 169,726.”
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: Committee expenses. Amount: 16,503.”
Raw XML Appendix122 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Jim Prins |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9735578488 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2300 Indian Creek Blvd West C310 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Vero Beach |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 32966 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 72001 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 74507 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 162089 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 2506 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 72001 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 74507 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 169726 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 25632 |
| IRS990EZ/GrossReceiptsAmt | 0 | 188735 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 25632 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 2 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 72001 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 74507 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 72001 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 74507 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Brian Fisher |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Dawn Reichard |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | John McGregor |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Sue Nalepa |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | VP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 16503 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Liaison between residents and management; enhance resident life |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 1012 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Collection of employee Christmas gift fund |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 186229 |
| IRS990EZ/TotalRevenueAmt | 0 | 188735 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: Investment. Amount: 2. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Income: Gross Receipts: 25,632. Returns and Allowances: 0. Less Cost of Goods Sold: 0. Gross Profit: 25,632. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Activity Classification: Employee apprication. Grantee Name: various. Amount Given: 162,726. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Activity Classification: Charity. Grantee Name: ACTS Legacy Foundation. Grantee Address: 420 Delaware Ave Ft Washington, PA 19034. Date of Gift: 12/31/24. Amount Given: 7,000. Total included on Form 990-EZ, line 10: 169,726. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Description: Committee expenses. Amount: 16,503. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 4 - Other Investment Income |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 7 - Sales of Inventory |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The 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/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | James Prins |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7725627400 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-21 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Indian River Estates |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Residents' Association Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | INDI |
| ReturnHeader/Filer/EIN | 0 | 650213189 |
| ReturnHeader/Filer/PhoneNum | 0 | 7725627400 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2300 Indian Creek Blvd W C123 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Vero Beach |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 32966 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 461585527 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Offutt Barton Schlitt LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 570 Beachland Blvd |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Vero Beach |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 32963 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7722312100 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-21 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | James A Schorner |
| ReturnHeader/ReturnTs | 0 | 2025-06-09T13:17:31-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-03-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-02-28 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $74,507
- Liabilities
- $0
- Net assets
- $74,507
- Revenue
- $188,735
- Expenses
- $186,229
- Net income
- $2,506
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