2012-11-08T11:11:20-00:00 2011-12-31 Estep Burkey Simmons LLC PO Box 42 Muncie IN 473080042 990 2011-01-01 351756331 Blue River Foundation Inc BLUE 3173927955 54 West Broadway Room No 1 Shelbyville IN 46176 Nisa Hensley 2012-11-08 true Patrick Burkey 7652847554 2012-11-08 2011 2016-02-24 21:20:13Z Phillip C Brown 54 West Broadway Shelbyville IN 46176 5175234 false X www.blueriverfoundation.com X 1988 IN The foundation was formed for the purpose of soliciting and receiving charitable contributions by bequest, devise, gift or otherwise from individuals, corporations, associations, firms and others to hold and invest such contributions in such a manner as now or hereafter be authorized See Sched. O 12 12 5 48 0 1309907 967625 189972 198030 489460 1114649 90118 85360 2079457 2365664 587776 655800 0 164974 158529 0 138828 466418 449333 1219168 1263662 860289 1102002 21652063 21496768 812380 888920 20839683 20607848 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 See Sched. O false false 261477 181915 Awards/grants to social service providers. 202177 168835 Scholarships to area students for post secondary education. 168835 117462 Awards/grants to educational programming providers. 105050 737539 true true false false false true false false false true true false false false true false true false false false false false false false false false false true true false false false false false false false false false true false true true false false false false false false false false false true 5 0 true 5 true 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 Phillip C Brown 003.00 X X 0 0 0 Nisa A Hensley 002.00 X X 0 0 0 Stephen J Plunkett 002.00 X X 0 0 0 Lori Tennell 001.00 X 0 0 0 John C DePrez Jr 005.00 X 0 0 0 Greg Gerline 001.00 X 0 0 0 Judy Montgomery 001.00 X 0 0 0 Linda Muegge 001.00 X 0 0 0 Tom Rosenfeld 001.00 X 0 0 0 Nick Runnebohm 001.00 X 0 0 0 Rita D Mohr 001.00 X X 0 0 0 Rod Meyerholtz 001.00 X 0 0 0 James L Meyer 040.00 X 0 54167 0 54167 false false false 967625 301989 967625 Administrative Fees 900099 198030 198030 198030 811495 811495 33892 33892 33892 33892 3094169 2791015 303154 303154 303154 60224 18555 41669 41669 Miscellaneous Income 900099 9799 9799 9799 2365664 198030 1200009 515141 515141 140659 140659 0 0 54167 10833 16250 27084 0 92752 18550 27826 46376 0 0 11610 2322 3483 5805 198035 198035 0 9378 1876 2813 4689 0 107250 107250 0 2053 2053 3491 698 1047 1746 0 0 19068 6514 5420 7134 0 0 2739 547 822 1370 0 0 16469 3294 4940 8235 6437 1287 1931 3219 Repairs and Maintenance 23251 2325 11624 9302 Program Expenses 25943 25943 Printing and Promotion 17260 17260 17959 7550 5854 4555 1263662 737539 387295 138828 1315888 911607 55039 23082 15120 2126 3229 3973 630901 236716 380907 394185 19824607 20131051 9977 10424 47296 20320 21652063 21496768 13595 7982 61841 60534 736944 820404 812380 888920 X 704839 525391 2952772 2620202 17182072 17462255 20839683 20607848 21652063 21496768 X 1102002 -1333837 X false true true X false X 2355343 970177 666576 1051257 998594 6041947 2355343 970177 666576 1051257 998594 6041947 2018346 4023601 1135318 1142956 463132 577072 811495 4129973 11072 11238 4061 34371 39054 99796 10271716 0.39170 0.39450 X 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13 354369 85806 1981722 true true 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 0.92000 0.08000 false false 559444 166424 393020 71457 70292 1165 394185 Deposits 333 Agency funds 820071 820404 2365664 1263662 1102002 -1250280 -83557 -1333837 -231835 993009 -1250280 -1250280 2243289 122375 122375 2365664 1224844 18555 18555 1206289 57373 57373 1263662 X 2 The Foundation follows the Income Tax topic of 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. XI 8 Change in agency net assets -83,557. XII 4b FASB ASC 958 agency transactions 140,930 - 18,555 direct fundraising expenses. XIII 2d 18,555 direct fundraising expenses reported on line 8b of Form 990, Part VIII. XIII 4b FASB ASC 958 agency transactions 57,373. V 4 The intended uses of the Foundations 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. true Shelby County United Fund 126 N Harrison St Shelbyville IN 46176 350953458 501c3 51501 Annual Camp, Oper Girls Inc 904 S Miller Shelbyville IN 46176 351277849 501c3 5040 Oper, Gen Prog Supp Morristown United Methodist Church 221 S Washington St POB 388 Morristown IN 46161 351577154 501c3 17000 Gen Oper Support J Kenneth Self Shelbyville Boys & Girls Club 710 S Miller Shelbyville IN 46176 350957039 501c3 16040 Oper, Gen Prog Supp Major Hospital Foundation 150 W Washington St Shelbyville IN 46176 237118890 501c3 7712 Gen Oper Support Major Hospital 150 W Washington St Shelbyville IN 46176 351118234 501c3 5646 Oper, Staff Ed., Award National Center for College Costs 15 W Franklin Greencastle IN 46135 352068979 501c3 14100 School Programming Shelby County Lifelong Learning 54 W Broadway Ste 11 Shelbyville IN 46176 352146521 501c3 11630 Rent, Prog. Support Shelbyville-Shelby Co Public Library 57 W Broadway Shelbyville IN 46176 351080825 501c3 31181 Oper Support, Books Shelby Senior Services Inc 1504 S Harrison St Shelbyville IN 46176 351447684 501c3 16559 Gen Oper Support Marietta Volunteer Fire Dept 5371 W Marietta Railroad St Shelbyville IN 46176 450534404 501c3 7712 Gen Oper Support Shelby Community Health Center 1640 E State Road 44 Ste B Shelbyville IN 46176 300174146 501c3 7712 Gen Oper Support Order of the Eastern Star #73 PO Box 46 Manilla IN 46150 356026960 501c3 7712 Char Comm Prog ISU Foundation 101 W Ohio St Ste 1792 Indianapolis IN 46204 351184158 501c3 7712 Gen Oper Support Shelby Co Masonic Lodge #28 519 S Harrison St Shelbyville IN 46176 351091997 501c3 7712 Char Prog Support Christian Church Disciples of Christ PO Box 1986 Indianapolis IN 46206 350868116 501c3 15000 NPC Childrens Food Mt Gilead Baptist Church 4449 Smithland Road Shelbyville IN 46176 300465009 501c3 7712 Gen Oper Support MainStreet Shelbyville Inc 501 N Harrison Street Shelbyville IN 46176 352065376 501c3 7300 Bower Point Project Shelbyville Parks & Recreation 945 S Tompkins Street Shelbyville IN 46176 356001195 501c3 5500 Parks Beautification Shelbyville Central Schools 808 St Joseph Street Shelbyville IN 46176 351103851 501c3 47682 Programs and Rent CICOA 4755 Kingsway Drive Indianapolis IN 46205 351310387 501c3 10000 Safe at Home Prog Little Red Door Cancer Agency 1801 Meridian St Indianapolis IN 46202 350914096 501c3 7500 HPV Vaccination Prog 22 Scholarships 89 140659 I 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 is principal 2030 Web Hosting/Email Service false 1UP John DePrez Director is principal 15 Credit Card Processing false PNC Rita Mohr Officer is employee 10656 Investment Services false X 2 301989 FMV false false false Form 990 Part I 1 under the laws of the State of Indiana to apply the principal and income in such a manner as it shall deem best among Shelby County, Indiana, other organizations, philanthropies and other charities which may come to its approval for such other purposes as are necessary and incidental to the mental, moral, intellectual and physical welfare and advancement of the citizens of Shelby County, Indiana and to do all things necessary or incident to be done in order the forgoing purposes into effect. Form 990 Part III 1 builds stronger communities in Shelby County. Form 990 Part III 4d All other miscellaneous programming and community projects of the Foundation. Form 990 Part VI 2 Nick Runnebohm is president and founder of Runnebohm Construction, Inc. Christopher King is executive vice-president of Runnebohm Construction, Inc. The corporation did not receive any payments from Blue River Foundation during 2011. Form 990 Part VI 11 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 Part VI 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 Part VI 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 Part VI 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 Foundations 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 Foundations 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 Foundations office. Form 990 Part XI 5 The breakdown of Other Changes to Net Assets is as follows in round numbers 1,250,280 unrealized gains - 83,557 change in value of FASB ASC 958 Agency Fund Net Assets. Form 990 Part I Line 1 under the laws of the State of Indiana to apply the principal and income in such a manner as it shall deem best among Shelby County, Indiana, other organizations, philanthropies and other charities which may come to its approval for such other purposes as are necessary and incidental to the mental, moral, intellectual and physical welfare and advancement of the citizens of Shelby County, Indiana and to do all things necessary or incident to be done in order the forgoing purposes into effect. Form 990 Part III Line 1 builds stronger communities in Shelby County. Form 990 Part III Line 4d All other miscellaneous programming and community projects of the Foundation. Form 990 Part VI Section A Line 2 Nick Runnebohm is president and founder of Runnebohm Construction, Inc. Christopher King is executive vice-president of Runnebohm Construction, Inc. The corporation did not receive any payments from Blue River Foundation during 2011. Form 990 Part VI Section B Line 11 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 Part VI Section B 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 Part VI Section B 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 Part VI Section C 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 Foundations 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 Foundations 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 Foundations office. Form 990 Part XI Line 5 The breakdown of Other Changes to Net Assets is as follows in round numbers 1,250,280 unrealized gains - 83,557 change in value of FASB ASC 958 Agency Fund Net Assets.