2013-08-14T16:17:49-05:00 2012-12-31 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2012-01-01 351756331 BLUE RIVER FOUNDATION INC BLUE 3173927955 54 WEST BROADWAY ROOM/SUITE 1 SHELBYVILLE IN 46176 NISA HENSLEY 3173927955 2013-08-14 true PATRICK W BURKEY 7652847554 2013-08-14 2012 2016-02-25 16:41:14Z NISA HENSLEY 54 W BROADWAY SUITE 1 SHELBYVILLE IN 46176 9279196 false X WWW.BLUERIVERFOUNDATION.COM X 1988 IN THE BLUE RIVER COMMUNITY FOUNDATION IS A COMMUNITY FOUNDATION TO: PROVIDE RESPONSIBLE STEWARDSHIP OF GIFTS DONATED FOR CHARITABLE PURPOSES; SERVE AND ASSIST CHARITABLE ENDEAVORS IN SHELBY COUNTY; AND PROMOTE LEADERSHIP TO ADDRESS COMMUNITY ISSUES. THE FOUNDATION ENCOURAGES PHILANTHROPY AND INSPIRES ACTION THAT IMPROVES ALL LIVES AND BUILDS STRONGER COMMUNITIES IN SHELBY COUNTY. 12 12 7 48 0 967625 2372466 198030 234542 1114649 1015234 85360 81490 2365664 3703732 655800 569635 0 158529 182075 0 153708 449333 514318 1263662 1266028 1102002 2437704 21496768 25717172 888920 1497803 20607848 24219369 X THE BLUE RIVER COMMUNITY FOUNDATION IS A COMMUNITY FOUNDATION TO: PROVIDE RESPONSIBLE STEWARDSHIP OF GIFTS DONATED FOR CHARITABLE PURPOSES; SERVE AND ASSIST CHARITABLE ENDEAVORS IN SHELBY COUNTY; AND PROMOTE LEADERSHIP TO ADDRESS COMMUNITY ISSUES. THE FOUNDATION ENCOURAGES PHILANTHROPY AND INSPIRES ACTION THAT IMPROVES ALL LIVES AND BUILDS STRONGER COMMUNITIES IN SHELBY COUNTY. false false 214704 155628 AWARDS/GRANTS TO SOCIAL SERVICE PROVIDERS. 158421 143612 SCHOLARSHIPS TO AREA STUDENTS FOR POST SECONDARY EDUCATION. 172925 156715 GRANTS FOR CIVIC PURPOSES. 132220 113680 ALL OTHER MISCELLANEOUS PROGRAMMING AND COMMUNITY PROJECTS OF THE FOUNDATION. 132220 113680 678270 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 8 0 true 7 true false false false false false false false false false false false false false X 12 12 false 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 NISA A HENSLEY 3.00 X X 0 0 0 GREG GERLINE 2.00 X X 0 0 0 JOHN C DEPREZ 1.00 X 0 0 0 PHILLIP BROWN 1.00 X 0 0 0 ROD MEYERHOLTZ 2.00 X X 0 0 0 TERRY SMITH 1.00 X 0 0 0 TOM ROSENFELD 1.00 X 0 0 0 JUDY MONTGOMERY 1.00 X 0 0 0 LINDA MUEGGE 1.00 X 0 0 0 BRENT SANDMAN 1.00 X 0 0 0 NICK RUNNEBOHM 1.00 X 0 0 0 LORI TENNELL 2.00 X X 0 0 0 AMY HAACKER 40.00 X 5568 0 0 5568 false false false 2372466 501634 2372466 ADMINISTRATIVE FEES 900099 234542 234542 234542 811173 811173 34947 34947 34947 34947 5779525 5574924 540 204601 -540 204061 204061 MISCELLANEOUS INCOME 900099 46543 46543 46543 3703732 234542 1096724 426023 426023 143612 143612 5568 1114 1670 2784 146465 29293 43940 73232 19101 3820 5730 9551 10941 2188 3282 5471 234542 234542 9126 1825 2738 4563 112501 112501 6168 6168 20884 1465 2196 17223 20538 6808 5861 7869 4870 974 1461 2435 15461 3092 4638 7731 6904 1381 2071 3452 PROGRAM EXPENSES 47885 47885 REPAIRS AND MAINTENANCE 24260 2426 12130 9704 SPECIAL EVENTS 6144 6144 DONOR DEVELOPMENT 2974 2974 2061 220 1290 551 1266028 678270 434050 153708 911607 1165546 23082 28688 2126 2647 3973 4457 629869 249633 394185 380236 20131051 24023925 10424 12919 20320 98754 21496768 25717172 7982 8023 60534 8210 820404 1481570 888920 1497803 X 525391 787247 2620202 4945742 17462255 18486380 20607848 24219369 21496768 25717172 X 2437704 1834755 -660938 X false true X true false X 970177 666576 1051257 998594 2372466 6059070 970177 666576 1051257 998594 2372466 6059070 1963383 4095687 1142956 463132 577072 811495 811173 3805828 11238 4061 34371 39054 46543 135267 10000165 234542 0.40960 0.39170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14 611234 62578 2758347 true true 19446133 1034180 2478614 406749 583401 220930 21747847 19865342 437100 -123578 415937 133813 182981 19446133 17519852 658234 2575224 355917 354029 178022 19865342 13769095 413539 3708369 184668 9738 176745 17519852 18435279 573263 -4581398 400750 68352 188947 13769095 0.01000 0.85000 0.14000 false false 558952 180891 378061 70917 68742 2175 380236 AGENCY FUNDS 1481009 DEPOSITS 561 1481570 X 4855092 1834755 1834755 3020337 683395 683395 3703732 1243571 1243571 22457 22457 1266028 INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 THE INTENDED USES OF THE FOUNDATION'S ENDOWMENT FUNDS ARE: GRANTING TO ORGANIZATIONS FURTHER THE MISSION OF THE FOUNDATION, PROVIDING SCHOLARSHIPS TO COLLEGE STUDENTS FROM SHELBY COUNTY, INDIANA, AND GIVING THE CITIZENS OF SHELBY COUNTY, INDIANA AN OPPORTUNITY TO FULFILL THEIR CHARITABLE WISHES. LIABILITY UNDER FIN 48 FOOTNOTE 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 2009, 2010, AND 2011 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. REVENUE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY INCOME 683,395 EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY EXPENSES 22,457 true THE STRAND THEATRE OF SHELBYVILLE I 308 W FRANKLIN ST SHELBYVILLE IN 46176 204525770 15144 G.O. SUPPORT/MAINT. SCUFFY 126 N HARRSON ST SHELBYVILLE IN 46176 350953458 501C3 40741 ANNUAL CAMPAIGN SUPP SALVATION ARMY 136 E WASHINGTON ST SHELBYVILLE IN 46176 362167910 501C3 8494 G.O. SUPPORT/PANTRY GIRLS INC 904 S MILLER ST SHELBYVILLE IN 46176 351277849 501C3 7629 GO SUPP./CAMPAIGN MORRISTOWN UNITED METHODIST CHURCH 221 S WASHINGTON ST MORRISTOWN IN 46161 351577154 501C3 12300 G.O. SUPPORT MAJOR HOSPITAL FOUNDATION 150 W WASHINGTON ST SHELBYVILLE IN 46176 237118890 501C3 8221 G.O. SUPPORT NATIONAL CENTER FOR COLLEGE COSTS C/O MURRAY AND ASSOCIATES 15 W FRANKLIN ST GREENCASTLE IN 46135 352068979 14100 SCHOOL PROGRAMMING SHELBY CO LIFE LONG LEARNING AND COMMUNITY ASPIRATIONS 801 ST JOSEPH ST SHELBYVILLE IN 46176 352146521 501C3 33703 GO SUPP./PROGRAM SHELBYVILLE-SHELBY COUNTY PUBLIC LIBRARY 57 W BROADWAY SHELBYVILLE IN 46176 351080825 501C3 14250 GO SUPP./NEW BOOKS SHELBY SENIOR SERVICES INC 1504 S HARRISON ST SHELBYVILLE IN 46176 351447684 501C3 32169 GO SUPP/PROGRAM SUPP MARIETTA VOLUNTEER FIRE DEPT 5371 W MARIETTA RAILROAD ST SHELBYVILLE IN 46176 450534404 501C3 8221 GO SUPP/GRAS RIG SHELBY COMMUNITY HEALTH CENTER 1640 E STATE RAD 44 STE B SHELBYVILLE IN 46176 300174146 501C3 12371 G.O. SUPPORT ORDER OF THE EASTERN STAR 73 PO BOX 46 MANILLA IN 46150 356026960 501C3 8221 PROGRAM SUPPORT ISU FOUNDATION 101 W OHIO ST STE 1792 INDIANAPOLIS IN 46204 356045550 501C3 8221 GO SUPPORT SHELBY CO MASONIC LODGE 28 519 S HARRISON ST SHELBYVILLE IN 46176 351184158 501C3 8221 PROGRAM SUPPORT MT GILEAD BAPTIST CHURCH 4449 SMITHLAND RD SHELBYVILLE IN 46176 300465009 501C3 8221 GO SUPPORT DOLLYWOOD FOUNDATION 2700 DOLLYWOOD PARKS BLVD PIGEON FORGE TN 378634113 621348105 501C3 5842 PROGRAM SUPPORT FAMILY SERVICES AND PREVENTION 2021 S RILEY HIGHWAY SHELBYVILLE IN 46176 351156331 501C3 5110 GO SUPP/PROGRAM SUPP GLEANERS FOOD BANK 3737 WALDEMERE AVE INDIANAPOLIS IN 46241 351483868 501C3 5100 GO SUPP/PROGRAM SUPP HUMAN SERVICES INC PO BOX 281 SHELBYVILLE IN 46176 351127422 501C3 10760 GO SUPP/PROGRAM SUPP SHELBY COUNTY FIREFIGHTERS ASSN 8333 N FRONTAGE RD FAIRLAND IN 46126 351632636 501C3 10000 UTILITY RESPONSE VEH SHELBY CO PARKS AND RECREATION 945 S TOMPKINS SHELBYVILLE IN 46176 356001195 501C3 6964 GO SUPP/MAINTENANCE WALDRONST PAUL IMAGINATION LIBRARY C/O BLUE RIVER FOUNDATION 54 W BROADWAY STE 1 SHELBYVILLE IN 46176 351756331 501C3 10000 CAMPAGIN 21 2 SCHOLARSHIPS 92 143612 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES 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. 1UP JOHN DEPREZ DIRECTOR 871 WEB HOSTING/EMAIL false 1UP JOHN DEPREZ DIRECTOR 551 CREDIT CARD PROCESS false CALDWELL GRAVEL LINDA MUEGGE DIRECTOR 264 TRASH REMOVAL false X 1 501634 AVG. HIGH/LOW GIFT DATE false false false ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION THE BLUE RIVER COMMUNITY FOUNDATION IS A COMMUNITY FOUNDATION TO: PROVIDE RESPONSIBLE STEWARDSHIP OF GIFTS DONATED FOR CHARITABLE PURPOSES; SERVE AND ASSIST CHARITABLE ENDEAVORS IN SHELBY COUNTY; AND PROMOTE LEADERSHIP TO ADDRESS COMMUNITY ISSUES. THE FOUNDATION ENCOURAGES PHILANTHROPY AND INSPIRES ACTION THAT IMPROVES ALL LIVES AND BUILDS STRONGER COMMUNITIES IN SHELBY COUNTY. ALL OTHER ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D ALL OTHER MISCELLANEOUS PROGRAMMING AND COMMUNITY PROJECTS OF THE FOUNDATION. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 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. ENFORCEMENT OF CONFLICTS POLICY 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. COMPENSATION PROCESS FOR TOP OFFICIAL 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. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION 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. RECONCILIATION OF CHANGES - OTHER FORM 990, PART XI, LINE 9 AGENCY INCOME -683,395 AGENCY EXPENSES 22,457 OTHER CHANGES IN NET ASSETS EXPLANATION FORM 990, PART XI, LINE 9 FASB ASC 958 AGENCY FUND NET CHANGE -660,938.