Civic Intelligence

Indian River Estates Residents' Association Inc

990EZ • Fiscal year 2024 • EIN 65-0213189

Jan 01, 2024 to Feb 28, 2024 • Filed on Jan 14, 2025

Organization ProfileN/A
2300 Indian Creek Blvd W C123Vero Beach, FL 32966

(772) 562-7400

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.00x

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

87th percentile

26%

Higher net margin than 87% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

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.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

33rd percentile

-4.4%

Faster asset growth than 33% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-90%

Faster revenue growth than 1% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$72,001

Down $3,298 (-4.4%) from 2023

Net Assets

Down

$72,001

Down $3,298 (-4.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin87th percentile

Revenue

Down

$10,050

Down $86,331 (-90%) from 2023

Expenses

Down

$7,431

Down $84,324 (-92%) from 2023

Net Income

Down

$2,619

Down $2,007 (-43%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

2024

Assets$72,001
Liabilities$0
Net Assets$72,001
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

2024

Revenue$10,050
Expenses$7,431
Net Income$2,619
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Feb 28, 2024
Signed
Jan 14, 2025
Return Version
2024v5.0
Gross Receipts
$10,050
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
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian FisherVP-$0--
Dawn ReichardPresident-$0--
John McGregorTreasurer-$0--
Sue NalepaSecretary-$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
John McGregor
Title
Treasurer
Phone
7725627400
Signed
2025-01-14
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: 7,700. Returns and Allowances: 0. Less Cost of Goods Sold: 0. Gross Profit: 7,700.”

Raw XML Appendix113 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/BenefitsPaidToOrForMembersAmt07431
IRS990EZ/BooksInCareOfDetail/PersonNm0John McGregor
IRS990EZ/BooksInCareOfDetail/PhoneNum04807170528
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02150 Indian Creek Blvd East Apt
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0B201
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Vero Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032966
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt069382
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072001
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt02619
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069382
IRS990EZ/Form990TotalAssetsGrp/EOYAmt072001
IRS990EZ/GrossProfitLossSlsOfInvntryAmt07700
IRS990EZ/GrossReceiptsAmt010050
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt07700
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069382
IRS990EZ/NetAssetsOrFundBalancesEOYAmt072001
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069382
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt072001
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
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/PersonNm0Brian Fisher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dawn Reichard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John McGregor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sue Nalepa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Liaison between residents and management; enhance resident life
IRS990EZ/ProgramServiceRevenueAmt02350
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Collection of employee Christmas gift fund
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt07431
IRS990EZ/TotalRevenueAmt010050
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Income: Gross Receipts: 7,700. Returns and Allowances: 0. Less Cost of Goods Sold: 0. Gross Profit: 7,700.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 7 - Sales of Inventory
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/PersonNm0John McGregor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07725627400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-14
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02025-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James A Schorner
ReturnHeader/ReturnTs02025-02-10T07:44:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-02-28
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,001
Liabilities
$0
Net assets
$72,001
Revenue
$10,050
Expenses
$7,431
Net income
$2,619
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
2024Detailed filing. Detailed filing data is available for this year.$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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.96$0.85$0.11