Civic Intelligence

Indian River Literary Society

EIN 65-0794160 • 501(c)3 • Vero Beach, FL

Profile

Advance and promote literary discussions

1105 Baywood DriveVero Beach, FL 32963

irls.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

89th percentile

69%

Faster asset growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

108%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$218,817

Up $89,699 (+69%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

$218,817

No earlier filing loaded for comparison.

Revenue

Up

$247,443

Up $128,274 (+108%) from 2024

Expenses

Up

$157,744

Up $71,745 (+83%) from 2024

Net Income

Up

$89,699

Up $56,529 (+170%) from 2024

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $14,373Liabilities 2011: $02011Assets 2012: $14,904Liabilities 2012: $0Net Assets 2012: $14,9042012Assets 2013: $44,534Liabilities 2013: $02013Assets 2014: $50,347Liabilities 2014: $02014Assets 2015: $62,387Liabilities 2015: $0Net Assets 2015: $62,3872015Assets 2016: $57,624Liabilities 2016: $0Net Assets 2016: $57,6242016Assets 2017: $48,015Liabilities 2017: $0Net Assets 2017: $48,0152017Assets 2018: $66,131Liabilities 2018: $0Net Assets 2018: $66,1312018Assets 2019: $60,242Liabilities 2019: $0Net Assets 2019: $60,2422019Assets 2020: $35,152Liabilities 2020: $0Net Assets 2020: $35,1522020Assets 2021: $34,479Liabilities 2021: $0Net Assets 2021: $34,4792021Assets 2022: $31,494Liabilities 2022: $0Net Assets 2022: $31,4942022Assets 2023: $95,948Liabilities 2023: $0Net Assets 2023: $95,9482023Assets 2024: $129,118Liabilities 2024: $02024Assets 2025: $218,817Liabilities 2025: $0Net Assets 2025: $218,8172025

Highlighted filing

2025

Assets$218,817
Liabilities$0
Net Assets$218,817

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $110,556Expenses 2011: $124,252Net Income 2011: -$13,6962011Revenue 2012: $130,359Expenses 2012: $129,828Net Income 2012: $5312012Revenue 2013: $109,457Expenses 2013: $92,932Net Income 2013: $16,5252013Revenue 2014: $91,940Expenses 2014: $86,127Net Income 2014: $5,8132014Revenue 2015: $98,890Expenses 2015: $86,850Net Income 2015: $12,0402015Revenue 2016: $96,396Expenses 2016: $101,159Net Income 2016: -$4,7632016Revenue 2017: $97,289Expenses 2017: $106,898Net Income 2017: -$9,6092017Revenue 2018: $107,512Expenses 2018: $89,396Net Income 2018: $18,1162018Revenue 2019: $103,656Expenses 2019: $109,545Net Income 2019: -$5,8892019Revenue 2020: $15,488Expenses 2020: $40,578Net Income 2020: -$25,0902020Revenue 2021: $2Expenses 2021: $675Net Income 2021: -$6732021Revenue 2022: $3Expenses 2022: $2,988Net Income 2022: -$2,9852022Revenue 2023: $178,707Expenses 2023: $114,254Net Income 2023: $64,4532023Revenue 2024: $119,169Expenses 2024: $85,999Net Income 2024: $33,1702024Revenue 2025: $247,443Expenses 2025: $157,744Net Income 2025: $89,6992025

Highlighted filing

2025

Revenue$247,443
Expenses$157,744
Net Income$89,699

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$2.47$1.58$0.90
2024Summary only. Only limited summary data is available for this year.$1.29$0.00$1.19$0.86$0.33
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$1.79$1.14$0.64
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.00$0.03$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.00$0.01$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.15$0.41$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$1.04$1.10$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$1.08$0.89$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.97$1.07$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.96$1.01$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.99$0.87$0.12
2014Summary only. Only limited summary data is available for this year.$0.50$0.00$0.92$0.86$0.06
2013Summary only. Only limited summary data is available for this year.$0.45$0.00$1.09$0.93$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$1.30$1.30$0.01
2011Summary only. Only limited summary data is available for this year.$0.14$0.00$1.11$1.24$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 27, 2025
Return Version
2024v5.2
Gross Receipts
$247,443
Mission and Program Overview

Mission

Advance and promote literary discussions

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$129,118$218,817▲ $89,699
Rtn Earn Endowment Incm Other Fnds$129,118$218,817▲ $89,699
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$129,118$218,817▲ $89,699
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$129,118$218,817▲ $89,699
Total Liabilities and Net Assets / Fund Balance$129,118$218,817▲ $89,699
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ricki MichalsPresident
Dee ReiserVice President
Carol MettamDirector
Fritzi ByrnesDirector
Joanne SardellaDirector
Julie WearyDirector
Robin BessinDirector
Renee TysonSecretary
Jan CalfeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$151,420
Program Service Revenue
$93,455
Investment Income
$2,568
Other Revenue
$0
Change in Net Assets
$89,699
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$157,744
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$7,778-$7,778
Insurance-$1,624-$1,624
Fees for Services Accounting-$1,165-$1,165
Other Expenses$146,444$61-$61
Total Functional Expenses$146,444$11,300$0$157,744
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Other officer compensation reviewed
No
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 cpa prepares the form 990 upon the completion of the organization's fiscal year. The treasurer reviews the form 990 for potential errors or omissions and the return is revised as necessary by the cpa.

Form 990, Part VI, Section C, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Indian River Literary Society
EIN
65-0794160
Phone
4404893103
Address
1105 BAYWOOD DRIVE, VERO BEACH, FL 32963

Signing Officer

Name
Jan Calfee
Title
Treasurer
Phone
4404893103
Signed
2025-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jan Calfee
Formed
1997
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Rehmann Robson LLC
Address
5070 HIGHWAY A1A STE 250, VERO BEACH, FL 32963
Preparer
Deborah a Crum CPA
Phone
7722348484
Raw XML Appendix371 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.

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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt020000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0244875
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0119095
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0178678
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015485
IRS990ScheduleA/Total509Grp/TotalAmt0558133
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0247443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0119169
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0178707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt015488
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0560812
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CPA PREPARES THE FORM 990 UPON THE COMPLETION OF THE ORGANIZATION'S FISCAL YEAR. THE TREASURER REVIEWS THE FORM 990 FOR POTENTIAL ERRORS OR OMISSIONS AND THE RETURN IS REVISED AS NECESSARY BY THE CPA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0129118
IRS990/TotalAssetsEOYAmt0218817
IRS990/TotalAssetsGrp/BOYAmt0129118
IRS990/TotalAssetsGrp/EOYAmt0218817
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0151420
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011300
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0146444
IRS990/TotalFunctionalExpensesGrp/TotalAmt0157744
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0129118
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0218817
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0146444
IRS990/TotalProgramServiceRevenueAmt093455
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02568
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt093455
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0247443
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0129118
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0218817
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01105 BAYWOOD DRIVE
IRS990/USAddress/CityNm0VERO BEACH
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032963
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0IRLS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN CALFEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04404893103
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDIAN RIVER LITERARY SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0650794160
ReturnHeader/Filer/PhoneNum04404893103
ReturnHeader/Filer/USAddress/AddressLine1Txt01105 BAYWOOD DRIVE
ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032963
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383635706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REHMANN ROBSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05070 HIGHWAY A1A STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VERO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032963
ReturnHeader/PreparerPersonGrp/PhoneNum07722348484
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH A CRUM CPA
ReturnHeader/ReturnTs02025-11-05T09:05:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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