2016-08-15T11:59:39-05:00 2015-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2015-01-01 351756331 BLUE RIVER FOUNDATION INC BLUE 3173927955 54 WEST BROADWAY RM/STE 1 SHELBYVILLE IN 46176 TOM ROSENFELD VICE PRESIDENT 3173927955 2016-08-09 true PATRICK W BURKEY P00444925 7652847554 2016-08-09 2015 2016-09-27 15:27:22Z GREG GERLINE 54 W BROADWAY ST 1 SHELBYVILLE IN 46176 9328181 false X WWW.BLUERIVERFOUNDATION.COM X 1988 IN THE BLUE RIVER COMMUNITY FOUNDATION IS A COMMUNITY FOUNDATION ORGANIZED TO IDENTIFY, PROMOTE, SUPPORT AND MANAGE PROGRAMS THAT WILL ENHANCE THE HEALTH, CULTURAL, EDUCATIONAL, SOCIAL AND CIVIC LONG-TERM NEEDS OF THE CITIZENS OF SHELBY COUNTY, INDIANA. 12 12 4 80 0 2354432 1615543 304415 335337 1205162 2146991 54119 158502 3918128 4256373 1054729 1357872 0 228631 243425 0 182074 590445 607517 1873805 2208814 2044323 2047559 32852873 31784957 2654471 2617731 30198402 29167226 X THE BLUE RIVER COMMUNITY FOUNDATION IS A COMMUNITY FOUNDATION ORGANIZED TO IDENTIFY, PROMOTE, SUPPORT AND MANAGE PROGRAMS THAT WILL ENHANCE THE HEALTH, CULTURAL, EDUCATIONAL, SOCIAL AND CIVIC LONG-TERM NEEDS OF THE CITIZENS OF SHELBY COUNTY, INDIANA. false false 331445 307637 77284 AWARDS/GRANTS TO SOCIAL SERVICE PROVIDERS. 404191 387355 94246 SCHOLARSHIPS TO AREA STUDENTS FOR POST SECONDARY EDUCATION. 251851 230887 58725 GRANTS FOR CIVIC PURPOSES. 450662 431993 105082 ALL OTHER MISCELLANEOUS PROGRAMMING AND COMMUNITY PROJECTS OF THE FOUNDATION. 450662 431993 105082 1438149 true true false false false true false false false true true false false false true true true false false false false false false false false false false true true false false false false false false true false true true false false false false false false false false true 6 0 true 4 true false false false false false false false false false false false false false X 12 12 true false false false false false false true true false false true true true true true true true false false IN X X THE ORGANIZATION 3173927955 54 WEST BROADWAY SUITE 1 SHELBYVILLE IN 46176 GREG GERLINE PRESIDENT 2.00 X X 0 0 0 TOM ROSENFELD VICE PRESIDE 2.00 X X 0 0 0 ROB YEEND TREASURER 2.00 X X 0 0 0 JUDY MONTGOMERY SECRETARY 2.00 X X 0 0 0 BRENT SANDMAN DIRECTOR 1.00 X 0 0 0 BRENT THOMAN DIRECTOR 1.00 X 0 0 0 JEFF BEATY DIRECTOR 1.00 X 0 0 0 ROB MEYERHOLTZ DIRECTOR 1.00 X 0 0 0 TERRY SMITH DIRECTOR 1.00 X 0 0 0 NANCY SMITH DIRECTOR 1.00 X 0 0 0 JUDY YEAGER DIRECTOR 1.00 X 0 0 0 BRADY CLAXTON DIRECTOR 1.00 X 0 0 0 AMY HAACKER EXECUTIVE DI 40.00 X 74422 0 0 74422 false false false 1615543 318963 1615543 ADMINISTRATIVE FEES 900099 335337 335337 335337 1262961 1262961 35545 35545 35545 35545 5955838 5071808 884030 884030 884030 MISCELLANEOUS INCOME 900099 122957 122957 122957 4256373 335337 2305493 970517 970517 387355 387355 74422 14884 22327 37211 130983 26197 39295 65491 22880 4576 6864 11440 15140 3028 4542 7570 335336 335336 8725 8725 134437 134437 3730 3730 19065 1438 2908 14719 22901 7820 6511 8570 6866 1373 2060 3433 17351 3470 5205 8676 5921 1184 1776 2961 REPAIRS AND MAINTENANCE 35240 3524 17620 14096 PROGRAM EXPENSES 6772 6772 SPECIAL EVENTS 5808 5808 DONOR DEVELOPMENT 3669 3669 1696 203 985 508 2208814 1438149 588591 182074 970474 1342162 1050 3706 2116 2131 704262 300971 404506 403291 31447077 30022476 14184 14897 9760 32852873 31784957 14448 7039 31750 12500 68254 11000 2540019 2587192 2654471 2617731 X 1521049 1607784 8789074 7183954 19888279 20375488 30198402 29167226 32852873 31784957 X 2047559 -3031862 -46873 X false true X true false X 998594 2372466 1752687 2354432 1615543 9093722 998594 2372466 1752687 2354432 1615543 9093722 3075962 6017760 811495 811173 1049802 1299515 1298506 5270491 39054 46543 15193 18216 122957 241963 14606176 335337 0.41200 0.41140 X PART II, LINE 10 MISCELLANEOUS 241,963 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16 441239 272188 4751380 true true 26142274 1033649 835283 794518 299774 287430 26629484 25141370 1498857 1160979 701561 682411 274960 26142274 21747847 633173 3990320 723480 258697 247793 25141370 19446133 1034180 2478614 406749 583401 220930 21747847 19865342 437100 -123578 415937 133813 182981 19446133 0.03000 0.77000 0.20000 false false 630845 229349 401496 73417 71622 1795 403291 AGENCY FUNDS 2585909 DEPOSITS 1283 2587192 X 1061780 -3031862 -3031862 4093642 162731 162731 4256373 2092956 2092956 115858 115858 2208814 SCHEDULE D, PAGE 3, PART X THE FOUNDATION FOLLOWS THE INCOME TAX TOPIC OF THE FASB ASC. THE FOUNDATION NOW RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2012, 2013, AND 2014 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY INCOME 162,731 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY EXPENSES 115,858 true BLUE RIVER CAREER PROGRAMS 801 ST JOSEPH ST SHELBYVILLE IN 46176 351263948 501C3 10789 PROGRAM SUPPORT BLUE RIVER SPORTS AUTHORITY C/O SHELBY COUNTY TOURISM 501 N HARRISON ST STE C SHELBYVILLE IN 46176 356000196 501C3 10000 CC VENUE UPGRADE CHRISTIAN CHURCH DISCIPLE OF CHRIST DIVISION OF OVERSEAS MINISTRIES PO BOX 1986 INDIANAPOLIS IN 46206 350868116 501C3 15000 CHILD FOOD PROGRAM CITY OF SHELBYVILLE - MAYOR'S OFFICE CITY HALL 44 W WASHINGTON ST SHELBYVILLE IN 46176 356001195 GOV 18000 HOUSING REHAB DOLLYWOOD FOUNDATION 2700 DOLLYWOOD PARKS BLVD PIGEON FORGE TN 378634113 621348105 501C3 7000 MAILINGS FOR SCHOOLS FIRST BAPTIST CHURCH 27 W BROADWAY SHELBYVILLE IN 46176 356000849 501C3 5652 FOD PANTRY GIRLS INC 904 S MILLER ST SHELBYVILLE IN 46176 351277849 501C3 18942 OPERATING SUPPORT GLEANERS FOOD BANK 3737 WALDEMERE AVE INDIANAPOLIS IN 46241 351483868 501C3 13500 OPER/PROGRAM SUPP HANCOCK REGIONAL HOSPITAL FOUNDATION 801 N STATE ST GREENFIELD IN 46140 351543591 501C3 95000 CANCER CENTER HUMAN SERVICES INC PO BOX 281 SHELBYVILLE IN 46176 351127422 501C3 5500 PURCHASE FOOD ISU FOUNDATION 101 W OHIO ST STE 1792 INDIANAPOLIS IN 46204 356045550 501C3 23817 OPERATING SUPPORT J KENNETH SELF SHELBYVILLE BOYS & GIRLS CLUB 710 S MILLER ST SHELBYVILLE IN 46176 350957039 501C3 13179 MAINTENCE SUPPORT KNIGHTS OF COLUMBUS SACRED HEART COUNCIL NO 822 413 E SOUTH ST SHELBYVILLE IN 46176 350918347 501C3 9000 ULTRASOUND MACHINE MAJOR HOSPITAL 150 W WASHINGTON ST SHELBYVILLE IN 46176 351118234 501C3 8119 OPERATING SUPPORT MAJOR HOSPITAL FOUNDATION 150 W WASHINGTON ST SHELBYVILLE IN 46176 237118890 501C3 45027 OPERATING SUPPORT MARIETTA VOLUNTEER FIRE DEPT 5371 W MARIETTA RAILROAD ST SHELBYVILLE IN 46176 450534404 501C3 23818 OPERATING SUPPORT MORRISTOWN BOYS & GIRLS CLUB PO BOX 275 MORRISTOWN IN 46161 350957039 501C3 8844 OPERATING SUPPORT MORRISTOWN UNITED METHODIST CHURCH 221 S WASHINGTON ST PO BOX 388 MORRISTOWN IN 46161 351577154 39680 OPERATING SUPPORT MT GILEAD BAPTIST CHURCH 4449 SMITHLAND RD SHELBYVILLE IN 46176 300465009 501C3 23818 OPERATING SUPPORT NATIONAL CENTER FOR COLLEGE COSTS C/O MURRAY AND ASSOCIATES 15 W FRANKLIN ST GREENCASTLE IN 46135 352068979 501C3 7500 SCHOOL PROGRAMMING ORDER OF THE EASTERN STAR 73 PO BOX 46 MANILLA IN 46150 356026960 501C3 23818 PROGRAM SUPPORT SCUFFY 126 N HARRSON ST SHELBYVILLE IN 46176 350953458 501C3 90415 ANNUAL CAMPAIGN SUPP SHELBY CO CHAMBER OF COMMERCE 501 N HARRISON ST SHELBYVILLE IN 46176 350650830 501C3 8500 LEADERSHIP SHELBY CO SHELBY CO BABE RUTH PO BOX 712 SHELBYVILLE IN 46176 351767853 501C3 9115 PARK FENCE PROJECT SHELBY CO LIFE LONG LEARNING AND COMMUNITY ASPIRATIONS 801 ST JOSEPH ST SHELBYVILLE IN 46176 352146521 501C3 6930 OPER SUPP/PROGRAM SHELBY CO MASONIC LODGE 28 519 S HARRISON ST SHELBYVILLE IN 46176 351184158 501C3 23818 PROGRAM SUPPORT SHELBY CO PLAYERS PO BOX 1129 SHELBYVILLE IN 46176 861068374 501C3 17600 YOUTH PROGRAMMING SHELBY COMMUNITY HEALTH CENTER 1640 E STATE RAD 44 STE B SHELBYVILLE IN 46176 300174146 501C3 34070 OPERATING SUPPORT SHELBY COUNTY COUNCIL TREASURER SHELBY COUNTY 25 W POLK ST ROOM 102 SHELBYVILLE IN 46176 306000196 501C3 26332 RACINO CHARITY GRANT SHELBY COUNTY HISTORICAL SOCIETY 52 W BROADWAY SHELBYVILLE IN 46176 356042230 501C3 9668 OPERATING SUPPORT SHELBY COUNTY PUBLIC LIBRARY 57 W BROADWAY SHELBYVILLE IN 46176 351080825 501C3 47665 OPERATING SUPPORT SHELBY SENIOR SERVICES INC 1504 S HARRISON ST SHELBYVILLE IN 46176 351447684 501C3 51490 OPER/PROGRAM SUPP SOUTHWESTERN HIGH SCHOOL 3406 W 600 SOUTH SHELBYVILLE IN 46176 356005952 501C3 15600 GREENHOUSE PROJECT TAYLOR UNIVERSITY 236 W READE AVE UPLAND IN 46989 350868181 501C3 11000 TAYLOR FUND THE ARC OF SHELBY CO 1215 SYCAMORE DR SHELBYVILLE IN 46176 371777624 501C3 8500 OPERATING SUPPORT THE SALVATION ARMY 136 E WASHINGTON ST SHELBYVILLE IN 46176 362167910 501C3 13648 OPER SUPP/PANTRY THE STRAND THEATRE OF SHELBYVILLE INC 215 S HARRISON ST SHELBYVILLE IN 46176 204525770 501C3 25742 OPER SUPP/MAINT TRITON ELEMENTARY 4976 W 600 N FAIRLAND IN 46126 356200008 GOV 10905 ART SUPPLIES/OPER. WALDRON FFA ALUMNI 2539 E 700 SOUTH WALDRON IN 46182 473259495 501C3 8500 OPERATING SUPPORT 38 1 SCHOLARSHIPS 138 387355 SCHEDULE I, PAGE 1, PART I, LINE 2 ALL GRANTS REQUIRE THE COMPLETION OF AN APPLICATION AND REQUIRED DOCUMENTATION. THE FOUNDATION USES GUIDESTAR, COPIES OF CURRENT FORM 990S, CURRENT AUDIT REPORTS AND GRANT EVALUATION REPORTS TO ENSURE THAT GRANT MONEY IS USED FOR THE CHARITABLE PURPOSES FOR WHICH IT IS GRANTED. IN THE CASE OF SCHOLARSHIPS, THE FOLLOW-UP DOCUMENTATION IS TUITION STATEMENTS, CURRENT CLASS SCHEDULES OR CURRENT TRANSCRIPTS OR SOME COMBINATION OF THE ABOVE. PFENNINGER CLAXTON & ESTELLE INS DIRECTOR INSURANCE false X 9 318963 AVG. HIGH/LOW-GIFT DATE false true false FORM 990 - ORGANIZATION'S MISSION THE BLUE RIVER COMMUNITY FOUNDATION IS A COMMUNITY FOUNDATION ORGANIZED TO IDENTIFY, PROMOTE, SUPPORT AND MANAGE PROGRAMS THAT WILL ENHANCE THE HEALTH, CULTURAL, EDUCATIONAL, SOCIAL AND CIVIC LONG-TERM NEEDS OF THE CITIZENS OF SHELBY COUNTY, INDIANA. FORM 990, PAGE 2, PART III, LINE 4D ALL OTHER MISCELLANEOUS PROGRAMMING AND COMMUNITY PROJECTS OF THE FOUNDATION. FORM 990, PAGE 6, PART VI, LINE 2 GREGORY GERLINE BRENT SANDMAN PRESIDENT DIRECTOR BROTHERS-IN-LAW FORM 990, PAGE 6, PART VI, LINE 11B THE EXECUTIVE COMMITTEE WILL REVIEW FORM 990 BEFORE IT IS FILED AND WILL MAKE A RECOMMENDATION FOR APPROVAL (OR DISAPPROVAL) TO THE FULL BOARD OF DIRECTORS. THE FORM 990 WILL BE MADE AVAILABLE FOR FULL REVIEW BY ANY BOARD MEMBER AT ANY TIME FOR A REASONABLE PERIOD OF TIME BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE ASKED TO KEEP THEIR CONFLICT OF INTEREST DISCLOSURES CURRENT AND ARE REMINDED PERIODICALLY TO DISCLOSE ANY CONFLICTS BEFORE VOTING ON CERTAIN MATTERS. THOSE WHO REPORT CONFLICTS ABSTAIN FROM DISCUSSION AND VOTING ON THE MATTER FOR WHICH THE OFFICER, DIRECTOR OR KEY EMPLOYEE HAS A CONFLICT. FORM 990, PAGE 6, PART VI, LINE 15A INFORMATION IS REVIEWED FROM COUNCIL ON FOUNDATIONS SALARY AND BENEFITS SURVEY RESULTS, AND THE SALARIES OF INDIVIDUALS HOLDING SIMILAR POSITIONS IN THE COMMUNITY ARE ALSO CONSIDERED. FORM 990, PAGE 6, PART VI, LINE 19 BLUE RIVER FOUNDATION, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC IMMEDIATELY UPON REQUEST THROUGH THE FOUNDATION'S OFFICE. ALSO, THE FOUNDATION PROVIDES FINANCIAL INFORMATION AVAILABLE IN ITS ANNUAL REPORT WHICH IS WIDELY DISTRIBUTED TO THE COMMUNITY THROUGH MAILINGS AND ON ITS WEBSITE. THE FOUNDATION'S FORM 990 IS AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. FORM 990, AS WELL AS THE COMPLETE AUDIT, IS ALSO IMMEDIATELY AVAILABLE UPON REQUEST THROUGH THE FOUNDATION'S OFFICE. FORM 990, PART XI, LINE 9 AGENCY INCOME -162,731 AGENCY EXPENSES 115,858 TOTAL -46,873