2014-02-13T11:00:24-06:00 2013-06-30 383635706 REHMANN ROBSON LLC 5070 NORTH HIGHWAY A1A SUITE 250 VERO BEACH FL 32963 990 2012-07-01 201729243 INDIAN RIVER COMMUNITY FOUNDATION INC INDI 7724921407 PO BOX 643968 VERO BEACH FL 32964 EDWARD A MICHAEL 7724921407 2014-02-06 1 DEBORAH A CRUM CPA P00282890 7722348484 2014-02-06 2012 2015-11-30 17:44:51Z KERRY BARTLETT PO BOX 643968 VERO BEACH FL 32964 20343914 0 X WWW.IRCOMMUNITYFOUNDATION.COM X 2004 FL THE INDIAN RIVER COMMUNITY FOUNDATION IS AN EXEMPT NON-FOR PROFIT ORGANIZATION WHOSE MISSION IS TO BUILD A STRONGER COMMUNITY THROUGH DONOR-DRIVEN PHILANTHROPY. 16 16 2 25 0 0 6705079 13093378 0 0 150288 415635 106390 167180 6961757 13676193 3063496 6643016 0 0 122899 133491 0 0 38643 368284 449229 3554679 7225736 3407078 6450457 11567204 18927245 307056 556984 11260148 18370261 THE INDIAN RIVER COMMUNITY FOUNDATION IS AN EXEMPTNOT-FOR-PROFIT ORGANIZATION WHOSE MISSION IS TO BUILD ASTRONGER COMMUNITY THROUGH DONOR-DRIVEN PHILANTHROPY. 0 0 7032683 6643016 CONNECTING DONORS TO THE COMMUNITY NEEDS THEY CARE ABOUT. THE INDIAN RIVER COMMUNITY FOUNDATION GRANTED $6,643,016 TO 207 NONPROFIT ORGANIZATIONS DURING THE FISCAL YEAR ENDING 6/30/13. BUILDING A STRONGER COMMUNITY THROUGH DONOR-DRIVEN PHILANTHROPY. 60 DONOR ADVISED FUNDS HAVE BEEN ESTABLISHED AT THE INDIAN RIVER COMMUNITY FOUNDATION TOTALING $15,548,799 AS OF FISCAL YEAR END. 7032683 1 1 0 0 0 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X GREATER HORIZONS 8166273408 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 REBECCA ALLEN 3.00 X 0 0 0 RICHARD G MCDERMOTT 3.00 X 0 0 0 SCOTT E ALEXANDER 9.00 X X 0 0 0 ROBERT PUFF JR 9.00 X X 0 0 0 LOIS W APPLEBY 9.00 X X 0 0 0 KEVIN J GIVEN 3.00 X 0 0 0 ANDREA B THURN 3.00 X 0 0 0 BEN F BAILEY III 3.00 X 0 0 0 SUE TOMPKINS 9.00 X 0 0 0 ANDREW P BARTON JR 3.00 X 0 0 0 PAUL A BECKER 3.00 X 0 0 0 HENRY K WURZER 3.00 X 0 0 0 EDWARD A MICHAEL 9.00 X X 0 0 0 WILLIAM L FRICK 3.00 X 0 0 0 ALMA LEE LOY 3.00 X 0 0 0 ROBERT S MORRISON 3.00 X 0 0 0 KERRY BARTLETT 40.00 X 95276 0 0 95276 0 0 0 0 0 0 0 13093378 5438363 13093378 219439 219439 6863917 6667721 196196 196196 196196 ADMIN FEES BILLED TO FUNDS 900099 141055 141055 PROJECT REVENUES 900099 26118 26118 OTHER INCOME 900099 7 7 167180 13676193 167180 0 415635 6643016 6643016 96590 57954 33806 4830 23965 1198 22767 4248 2084 1994 170 8688 4263 4077 348 55 55 7075 7075 17352 17352 25259 25259 15586 12469 3117 28887 9387 19342 158 6911 5529 1382 10920 1257 9663 4388 2508 1880 37338 23633 4765 8940 232 232 1322 1322 ADMINISTRATION FEES 141055 141055 PROJECT EXPENSES 82172 82172 CONTRACT SERVICE FEE 32296 16148 16148 SPECIAL EVENTS 18694 18694 19687 4751 13932 1004 7225736 7032683 154410 38643 25462 30683 4360300 8924039 34827 428100 1250 1250 1158 560 830 598 7140773 9526782 3762 15793 11567204 18927245 10556 13105 296500 535000 0 8879 307056 556984 X 11225320 17942161 34828 428100 11260148 18370261 11567204 18927245 6450457 659656 0 X 0 1 X 1 0 X 1327317 3656893 6711604 6705079 13093378 31494271 1327317 3656893 6711604 6705079 13093378 31494271 4899247 26595024 40497 73393 121258 145671 219439 600258 32094529 167180 0.82860 0.80490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60 34 10335954 2955289 5430326 1415901 15548799 2821461 1 1 1158 560 598 598 PAYROLL INCENTIVE PAYABLE 8879 8879 X 14320151 659656 1653 661309 13658842 17351 17351 13676193 7210038 1653 1653 7208385 17351 17351 7225736 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION'S ACTIVITIES ARE GENERALLY TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3) AND, ACCORDINGLY, NO INCOME TAXES ARE REPORTED IN THESE FINANCIAL STATEMENTS. IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, ACCOUNTING FOR INCOME TAXES, THE FOUNDATION CONSIDERS WHETHER IT HAS ENGAGED IN ACTIVITIES THAT JEOPARDIZE ITS CURRENT TAX EXEMPT STATUS WITH THE INTERNAL REVENUE SERVICE. FURTHERMORE, THE FOUNDATION DETERMINES WHETHER IT HAS ANY UNRELATED BUSINESS INCOME, WHICH MAY BE SUBJECT TO FEDERAL OR STATE INCOME TAXES. THE FOUNDATION TREATS INTEREST AND PENALTIES ATTRIBUTABLE TO INCOME TAXES, AND REFLECTS ANY CHARGES FOR SUCH, TO THE EXTENT THEY ARISE, AS A COMPONENT OF ITS MANAGEMENT AND GENERAL EXPENSES. THE CONTINUED APPLICATION OF ASC TOPIC 740 HAS HAD NO IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS.THE FOUNDATION HAS EVALUATED THE PROVISIONS OF ASC TOPIC 740 FOR THE YEARS 2009 THROUGH 2013, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS AS OF JUNE 30, 2013. THE FOUNDATION CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G. TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. THE FOUNDATION DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTB AT JUNE 30, 2013 AND 2012, AND IT IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. 1 ALLIANCE TO PROTECT NANTUCKET 4 BARNSTABLE ROAD HYANNIS MA 02601 100008105 3 25000 GENERAL OPERATING AMERICAN FRIENDS OF SHALVA ISRAEL 315 5TH AVENUE 608 NEW YORK NY 10016 562676533 3 220000 GENERAL OPERATING AMERICAN FRIENDS OF SHEBA MEDICAL CENTER 250 W 57TH STREET SUITE 711 NEW YORK NY 10107 133733541 3 15000 GENERAL OPERATING AMERICAN FRIENDS OF TEL AVIV UNIVERSITY 39 BROADWAY SUITE 1510 NEW YORK NY 10006 131996126 3 525000 EDUCATION AMERICAN RED CROSS PALM BEACH 2506 17TH AVENUE VERO BEACH FL 329603322 530196605 3 7000 HUMAN SERVICES AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA 245 5TH AVENUE SUITE 2203 NEW YORK NY 10016 136220819 3 25000 EDUCATION ARMENIAN MISSIONARY ASSOCIATION 31 W CENTURY ROAD PARAMUS NJ 07652 135670954 3 12500 HUMAN SERVICES BABSON COLLEGE 231 FOREST STREET BABSON PARK MA 02457 042103544 3 5000 EDUCATION BIG BROTHERS BIG SISTERS 125 NORTH 2ND STREET FORT PIERCE FL 34950 592455513 3 145000 YOUTH DEVELOPMENT BOYS AND GIRLS CLUB OF INDIAN RIVER 1729 17TH AVENUE VERO BEACH FL 32960 593623298 3 19720 HUMAN SERVICES CAMP HAVEN PO BOX 2458 VERO BEACH FL 32961 454235195 3 105000 GENERAL OPERATING CATHEDRAL TRUSTEES 4225 E 56TH STREET INDIANAPOLIS IN 46226 356254955 3 50000 EDUCATION CHILDCARE RESOURCE OF IR 1801 24TH STREET VERO BEACH FL 32960 650523165 3 30000 EDUCATION CHILDREN'S HOME SOCIETY OF FLORIDA 590 NW PEACOCK BLVD STE 9 PORT STLUCIE FL 34986 593055343 3 50000 CHILDREN AND YOUTH CHILDREN'S HOSPITAL LOS ANGELES 4650 SUNSET BLVD MS 29 LOS ANGELES CA 90027 951690977 3 5000 HEALTHCARE COLUMBUS FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051453 316044264 3 5000 GRANT PROGRAM COMMUNITY CHURCH OF VERO BEACH 1901 23RD STREET VERO BEACH FL 32960 590760199 3 56300 BUILDING CAMPAIGN COMMUNITY FOUNDATION OF LOUISVILLE 325 W MAIN STREET LOUISVILLE KY 40202 310997017 3 10000 MEMORIAL DIOCESE OF PALM BEACH 9995 N MILITARY TRAIL PALM BEACH GARDENS FL 33410 592438903 3 5400 GENERAL OPERATING DOLLARS FOR SCHOLARS OF IRC PO BOX 1820 VERO BEACH FL 32961 412073846 3 60900 EDUCATION DULUTH SUPERIOR AREA COMMUNITY FOUNDATION PO BOX 332 BAYFIELD WI 54814 411429402 3 5000 GRANT PROGRAM EARLY LEARNING COALITION OF INDIAN RIVER 10 SE CENTRAL PARKWAY SUITE 400 STUART FL 34994 651035652 3 7250 EDUCATION EDUCATION FOUNDATION OF INDIAN RIVER COUNTY PO BOX 7046 VERO BEACH FL 32961 593118402 3 9214 EDUCATION ELMIRA COLLEGE 1 PARK PLACE ELMIRA NY 14901 160743996 3 5000 EDUCATION ENVIRONMENTAL LEARNING CENTER 255 LIVE OAK VERO BEACH FL 32963 650064129 3 20750 ENVIRONMENTAL EDUCATION FILSON CLUB FILSON HISTORICAL SOCIETY LOUISVILLE KY 40208 610444690 3 6789 GENERAL OPERATING FIRST UNITED METHODIST CHURCH 1750 20TH STREET VERO BEACH FL 32960 590799905 3 20000 GENERAL OPERATING GIFFORD YOUTH ACTIVITY CENTER 4875 43RD AVE VERO BEACH FL 32967 431950911 3 78350 HUMAN SERVICES GUSTAVUS ADOLPHUS COLLEGE 800 W COLLEGE STPETER MN 56082 410695524 3 10000 EDUCATION HARBOR BRANCH OCEANOGRAPHIC INSTITUTION 5600 US 1 NORTH FT PIERCE FL 32946 591644333 3 7250 ENVIRONMENT HARVEST FOOD AND OUTREACH CENTER 1360 28TH STREET VERO BEACH FL 32960 113697936 3 51625 HOMELESS HIBISCUS CHILDREN'S CENTER 1145 12TH STREET VERO BEACH FL 32960 592632361 3 10000 CHILDREN HOMELESS FAMILY CENTER 715 4TH PLACE VERO BEACH FL 32962 593129752 3 9500 HOMELESS HUMANE SOCIETY OF INDIAN RIVER 6230 77TH STREET VERO BEACH FL 32967 593729687 3 20500 ANIMAL PROTECTION I AM MINISTRIES - THE SOURCE PO BOX 2458 VERO BEACH FL 329612458 593354241 3 10500 HOMELESS INDIAN RIVER COUNTY HABITAT FOR HUMANITY 4568 N US 1 VERO BEACH FL 32967 650230079 3 38750 GENERAL OPERATING INDIAN RIVER LAND TRUST 80 ROYAL PALM POINTE STE 301 VERO BEACH FL 32960 650059649 3 845250 ENVIRONMENT INDIAN RIVER MEDICAL CENTER FOUNDATION 1000 36TH STREET VERO BEACH FL 32960 590760215 3 235700 HEALTHCARE INDIAN RIVER ROWING CLUB 545 DATE PALM ROAD VERO BEACH FL 32963 282765309 3 5816 GENERAL OPERATING INSTITUTE FOR THE ADVANCEMENT OF EDUCATION IN JAFFA 171-06 76TH AVENUE FLUSHING NY 11366 112697261 3 25000 EDUCATION JERUSALEM FOUNDATION 420 LEXINGTON AVENUE SUITE 1645 NEW YORK NY 10170 132563745 3 5000 GENERAL OPERATING JOHN'S ISLAND FOUNDATION PO BOX 8323 INDIAN RIVER SHORES FL 32963 650916419 3 18250 GRANT PROGRAM LITERACY SERVICES OF INDIAN RIVER COUNTY 1600 21ST STREET VERO BEACH FL 32960 591987210 3 10500 EDUCATION MCKEE BOTANICAL GARDEN 350 US HIGHWAY 1 VERO BEACH FL 32962 651189895 3 38000 ENVIRONMENT MENTAL HEALTH ASSOCIATION OF INDIAN RIVER COUNTY 820 37TH PLACE VERO BEACH FL 32960 591693337 3 22561 HEALTHCARE MONADNOCK COMMUNITY EARLY LEARNING CENTER ROUTE 202 S PETERBOROUGH NH 03458 020279045 3 10000 GENERAL OPERATING NORTHERN MICHIGAN HOSPITAL FOUNDATION 360 CONNABLE AVENUE PETOSKEY MI 49770 382445611 3 6000 HEALTHCARE NORTHWOOD SCHOOL PO BOX 1070 LAKE PLACID NY 12946 141401103 3 250000 EDUCATION OWSLEY BROWN FRAZIER HISTORICAL ARMS MUSEUM FOUNDATION 829 W MAIN STREET LOUISVILLE KY 40202 611378343 3 11000 ART & CULTURE PROJECT SELF-SUFFICIENCY OF SUSSIX COUNTY 127 MILL STREET NEWTON NJ 07860 222727412 3 10000 GENERAL OPERATING PUBLIC GUARDIANSHIP PROGRAM OF INDIAN RIVER COUNTY 2101 INDIAN RIVER BLVD VERO BEACH FL 32960 611658829 3 10000 GENERAL OPERATING RIVER CENTER FAMILY AND COMMUNITY RESOURCE CENTER 46 CONCORD STREET PETERBOROUGH NH 03458 223181410 3 10000 HUMAN SERVICES RIVERSIDE THEATRE 3250 RIVERSIDE PARK DRIVE VERO BEACH FL 32963 591764305 3 66125 ART & CULTURE ROLLINS COLLEGE 1000 HOLT AVENUE WINTER PARK FL 32789 590624440 3 11000 EDUCATION SAINT ALBAN'S EPISCOPAL CHURCH 333 SOUTH DREXEL AVENUE COLUMBUS OH 43209 540584804 3 5000 GENERAL OPERATING SAINT EDWARD'S SCHOOL 1895 ST EDWARDS DRIVE VERO BEACH FL 32963 591059214 3 1840500 EDUCATION SENIOR RESOURCE ASSOCIATION 694 14TH STREET VERO BEACH FL 32960 591539957 3 141000 HUMAN SERVICES SIERRA CLUB FOUNDATION 85 SECOND STREET SUITE 750 SAN FRANCISCO CA 94105 946069890 3 10000 GENERAL OPERATING ST FRANCIS SCHOOL 11000 HWY 42 GOSHEN KY 40026 530196617 3 38500 EDUCATION THE LEARNING ALLIANCE PO BOX 63446 VERO BEACH FL 32964 270725986 3 800000 EDUCATION TREASURE COAST COMMUNITY HEALTH 1545 9TH STREET SW VERO BEACH FL 32962 593219191 3 100000 HEALTHCARE TREASURE COAST HOMELESS SERVICES COUNCIL 2525 STLUCIE AVENUE VERO BEACH FL 32960 522254571 3 20000 HOMELESS ASSISTANCE UNITED STATES FUND FOR UNICEF PO BOX 27745 NEWARK NJ 07101 131760110 3 10000 GENERAL OPERATING UNITED WAY OF INDIAN RIVER CTY PO BOX 1960 VERO BEACH FL 32961 591087090 3 66100 HEALTH & HUMAN SERVICES UNIVERSITY OF FLORIDA FOUNDATION PO BOX 14425 GAINESVILLE FL 326040696 590974739 3 15000 EDUCATION VERO BEACH MUSEUM OF ART 3001 RIVERSIDE PARK DRIVE VERO BEACH FL 32963 591867408 3 89980 ART & CULTURE VERO BEACH THEATRE GUILD 2020 SAN JUAN AVE VERO BEACH FL 32960 596159056 3 7250 ART & CULTURE VNA AND HOSPICE FOUNDATION 1110 35TH LANE VERO BEACH FL 32960 592804739 3 59400 HEALTHCARE 68 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: UPON APPROVAL BY THE BOARD OF DIRECTORS, THE GRANTEE ORGANIZATIONS ARE NOTIFIED IN WRITING AND REQUIRED TO SIGN A LETTER OF AGREEMENT OUTLINING THE GRANT EXPECTATIONS BASED ON THE PROPOSAL SUBMITTED AND THE REPORTING REQUIREMENTS. THE NONPROFIT ORGANIZATION IS REQUIRED, BY SIGNING THE LETTER OF AGREEMENT, TO RETURN FUNDS THAT ARE NOT EXPENDED AS OUTLINED IN THE GRANT PROPOSAL OR WITHIN THE TIMEFRAME OUTLINED IN THE GRANT PROPOSAL. X 42 5434622 PUBLIC STOCK EXCHANGES 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: PART I, COLUMN (B): ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 4 BYLAWS SECTION 4 HAS BEEN AMENDED TO THE FOLLOWING: THE BOARD OF DIRECTORS MAY, FROM TIME TO TIME, BY RESOLUTION PASSED BY A MAJORITY OF THE WHOLE BOARD, DESIGNATE ONE OR MORE OTHER COMMITTEES FOR ANY PURPOSE, EACH CONSISTING OF ONE OR MORE DIRECTORS, AND MAY DELEGATE TO ANY SUCH COMMITTEE SUCH POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION AS CAN BE DELEGATED TO THE EXECUTIVE COMMITTEE UNDER THESE BYLAWS AND AS THE BOARD MAY DEEM EXPEDIENT, SUBJECT TO THE PROVISIONS OF THESE BYLAWS, WITH POWER TO SUBDELEGATE SUCH POWERS. IF THE BOARD DEEMED DESIRABLE. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD RECEIVES A COPY OF THE FORM 990 FOR REVIEW PRIOR TO SUBMISSION OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER COMPLETES AND SIGNS AN ANNUAL DISCLOSURE. EACH MEMBER IS REQUIRED TO IMMEDIATELY DISCLOSE ANY ACTUAL OR PERCEIVED CONFLICT AND MUST ENSURE THEY HAVE NO DISCUSSION OR INVOLMENT IN THESE MATTERS. WHEN VOTING ON A MATTER WHERE ACTUAL OR PERCEIVED CONFLICT EXISTS, THAT MEMBER MUST ABSTAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR ESTABLISHING AND MAINTAINING A COMPETITIVE COMPENSATION PROGRAM. THE COMMITTEE MEETS AS NEEDED TO REVIEW THE COMPENSATION PROGRAM AND MAKE RECOMMENDATIONS FOR ANY CHANGES TO THE BOARD. THE COMMITTEE USES MARKET SEGMENTS, PRIVATE FOUNDATIONS, AND PUBLISHED NOT-FOR-PROFIT COMPENSATION SURVEYS TO DETERMINE THE COMPENSATION OF CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT. THE EXECUTIVE COMMITTEE MAY COMMISSION AN ANNUAL REVIEW BY AN INDEPENDENT CONSULTING FIRM TO EVALUATE THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM AGAINST THE COMPETITIVE MARKET. THE EVALUATION IS REVIEWED IN THE SPRING OF EACH YEAR AND IS INTENDED TO ENSURE THAT THE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRATICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. THE COMMITTEE REVIEWS AND RECOMMENDS TO THE BOARD SALARY APPROVAL AND INCENTIVE AWARDS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.