2026-05-13T08:20:28-05:00 2025-06-30 461585527 OFFUTT BARTON SCHLITT LLC 570 BEACHLAND BLVD VERO BEACH FL 32963 990 2024-07-01 993295000 THE INDIAN RIVER EDUCATION FUND INDI 7725643150 6500 57TH STREET VERO BEACH FL 32967 MATT RUNDELS TREASURER 7725643150 2026-05-13 1 1 WILLIAM F SCHLITT P00854938 7722312100 2026-05-13 2024 2025-03-06 01:10:19Z WILLIAM PENNEY 6500 57TH STREET VERO BEACH FL 32967 911969 0 X HTTPS://WWW.INDIANRIVERSCHOOLS.ORG X 2024 FL THE INDIAN RIVER EDUCATION FUND BRINGS TOGETHER CIVIC AND CORPORATE LEADERS TO SUPPORT INNOVATION, STRENGTHEN PUBLIC SCHOOLS, AND ALIGN COMMUNITY INVESTMENT WITH DISTRICT PRIORITIES.OUR VISION IS TO MAKE SDIRC THE BEST CHOICE FOR EDUCATION IN INDIAN RIVER COUNTY.THE INDIAN RIVER EDUCATION FUND WAS CREATED AT A MOMENT OF BOTH ACHIEVEMENT AND CHANGE FOR PUBLIC EDUCATION IN INDIAN RIVER COUNTY. AS THE DISTRICT HAS STRENGTHENED ITS PERFORMANCE, THE EDUCATIONAL LANDSCAPE HAS ALSO BECOME MORE COMPETITIVE, WITH FAMILIES HAVING MORE CHOICES THAN EVER BEFORE. THE FUND WAS ESTABLISHED TO HELP SUSTAIN DISTRICT MOMENTUM, SUPPORT INNOVATION, AND ALIGN PRIVATE-SECTOR INVESTMENT WITH DISTRICT PRIORITIES. TODAY, ITS STRATEGIC DIRECTION IS CENTERED ON TWO CORE FOCUS AREAS, LEADERSHIP AND INNOVATION, WITH THE GOAL OF ACCELERATING SCHOOL IMPROVEMENT AND IMPROVING STUDENT OUTCOMES. 5 5 0 5 0 0 244472 911813 0 0 0 156 0 0 244472 911969 0 0 0 0 18631 161658 0 8000 50241 2564 643426 21195 813084 223277 98885 223277 322162 0 0 223277 322162 X THE INDIAN RIVER EDUCATION FUND BRINGS TOGETHER CIVIC AND CORPORATE LEADERS TO SUPPORT INNOVATION, STRENGTHEN PUBLIC SCHOOLS, AND ALIGN COMMUNITY INVESTMENT WITH DISTRICT PRIORITIES.OUR VISION IS TO MAKE SDIRC THE BEST CHOICE FOR EDUCATION IN INDIAN RIVER COUNTY.THE INDIAN RIVER EDUCATION FUND WAS CREATED AT A MOMENT OF BOTH ACHIEVEMENT AND CHANGE FOR PUBLIC EDUCATION IN INDIAN RIVER COUNTY. AS THE DISTRICT HAS STRENGTHENED ITS PERFORMANCE, THE EDUCATIONAL LANDSCAPE HAS ALSO BECOME MORE COMPETITIVE, WITH FAMILIES HAVING MORE CHOICES THAN EVER BEFORE. THE FUND WAS ESTABLISHED TO HELP SUSTAIN DISTRICT MOMENTUM, SUPPORT INNOVATION, AND ALIGN PRIVATE-SECTOR INVESTMENT WITH DISTRICT PRIORITIES. TODAY, ITS STRATEGIC DIRECTION IS CENTERED ON TWO CORE FOCUS AREAS, LEADERSHIP AND INNOVATION, WITH THE GOAL OF ACCELERATING SCHOOL IMPROVEMENT AND IMPROVING STUDENT OUTCOMES. 0 0 597221 DURING ITS FIRST FULL OPERATING YEAR, THE FUND DIRECTED PROGRAM INVESTMENTS THROUGH ITS LEADERSHIP AND INNOVATION FOCUS AREAS, WORKING IN CLOSE PARTNERSHIP WITH THE SCHOOL DISTRICT OF INDIAN RIVER COUNTY AND SUPERINTENDENT DR. DAVID MOORE.MAJOR PROGRAM ACTIVITIES INCLUDED: - CROSS-SECTOR LEADERSHIP INSTITUTE BRINGING TOGETHER LEADERS FROM AVIATION, EDUCATION, BANKING, AND LAW TO BUILD CROSS-SECTOR COLLABORATION, BOLSTER LEADERSHIP SKILLS, AND EXPOSE PARTICIPANTS TO DIFFERENT WAYS OF THINKING. - MATH EXPERTISE AT MIDDLE SCHOOLS SUPPORTING PROFESSIONAL LEARNING TO STRENGTHEN MIDDLE-SCHOOL MATH INSTRUCTION. - AI PILOT FUNDING A CLASSROOM PILOT OF AN AI-POWERED LEARNING ASSISTANT TO TEST THE IMPACT ON STUDENT OUTCOMES AND TEACHER PRODUCTIVITY. - STRATEGIC SCHOOL RE-DESIGN AND INNOVATION SUPPORTING THE DISTRICT'S EXPLORATION OF NEW SCHOOL MODELS THROUGH DESIGNED, A STRUCTURED DESIGN-AND-PROTOTYPE PROCESS FOR EDUCATORS, AND THE INNOVATION TASK FORCE CONVENING DISTRICT LEADERS TO ADDRESS PRIORITY CHALLENGES. - REGIONAL SCIENCE & ENGINEERING FAIR UNDERWRITING THE ANNUAL DISTRICT SCIENCE FAIR TO EXPAND ACCESS AND INCREASE STUDENT PARTICIPATION. - STEP INTO KINDERGARTEN ENSURING ALL STUDENTS START SCHOOL READY TO LEARNTHE FUND ALSO RECRUITED AND SEATED A FOUNDING BOARD OF DIRECTORS, COMPLETED ALL LEGAL AND ADMINISTRATIVE STEPS REQUIRED TO OPERATE AS A DSO AND FLORIDA NONPROFIT, AND ADOPTED A STRATEGIC APPROACH ALIGNED WITH DISTRICT PRIORITIES. IN PARTNERSHIP WITH THE DISTRICT, THE FUND WILL CONTINUE TO IDENTIFY AND ADVANCE PROGRAMS THAT DRIVE SUSTAINED SUCCESS AND MAKE SDIRC THE BEST CHOICE FOR K12 EDUCATION IN OUR COMMUNITY. 597221 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X MATT RUNDELS 7725643150 6500 57TH STREET VERO BEACH FL 32967 X WILLIAM PENNEY CHAIRMAN 1.00 X X 0 0 0 JOHN CALCAGNO SECRETARY 1.00 X X 0 0 0 MATT RUNDELS VICE CHAIRMAN/TREASURER 1.00 X X 0 0 0 SAM BLOCK DIRECTOR 1.00 X 0 0 0 LAICA GERWEIN-MORETA DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 911813 161658 911813 156 156 911969 0 0 156 X 126471 63235 31618 31618 26143 13071 6536 6536 9044 4522 2261 2261 49031 49031 537 537 36606 36606 8000 8000 490797 488971 1826 478 478 59 59 MATERIALS AND PRINTING 51561 20000 31561 SOFTWARE 10562 5127 5435 TRAINING AND DEVELOPMEN 2295 2295 DUES AND SUBSCRIPTIONS 1500 1500 813084 597221 165622 50241 12265 116958 205204 211012 223277 322162 0 0 X 223277 16863 305299 223277 322162 223277 322162 98885 0 X 0 1 X 0 0 X 244472 911813 1156285 244472 911813 1156285 279613 876672 156 156 1156441 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 911969 0 911969 0 911969 813084 0 813084 0 813084 X SALARIES AND BENEFITS OF SHARED EMPLOYEE 0 161658 FAIR MARKET VALUE 0 0 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION (CONTINUED): ABOUT THE FUND - BRINGS TOGETHER CORPORATE AND CIVIC LEADERS TO SUPPORT PUBLIC EDUCATION IN INDIAN RIVER COUNTY - SERVES AS A DIRECT SUPPORT ORGANIZATION FOR THE SCHOOL DISTRICT OF INDIAN RIVER COUNTY UNDER SECTION 1001.453, FLORIDA STATUTES - RAISES AND INVESTS RESOURCES TO STRENGTHEN PUBLIC SCHOOLS FROM PRE-K THROUGH ADULT EDUCATION - HELPS ACCELERATE SCHOOL IMPROVEMENT AND IMPROVE STUDENT OUTCOMES FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING, AND THE RETURN IS REVIEWED AT A MEETING OF THE BOARD. THE TREASURER CONDUCTS A DETAILED REVIEW AND RECONCILIATION OF THE AUDITED FINANCIAL STATEMENTS PRIOR TO SUBMISSION. THE RETURN IS RETAINED IN THE FUND'S RECORDS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS COMPLETE AND SIGN A WRITTEN CONFLICT-OF-INTEREST DISCLOSURE ATTESTING TO COMPLIANCE WITH THE FUND'S POLICY AND IDENTIFYING ANY POTENTIAL CONFLICTS. ANY DIRECTOR WITH A POTENTIAL CONFLICT OF INTEREST ON A MATTER UNDER CONSIDERATION RECUSES THEMSELVES FROM THE DISCUSSION AND THE VOTE, AND THE RECUSAL IS DOCUMENTED IN THE MINUTES. THE BOARD CHAIR, WITH SUPPORT FROM THE EXECUTIVE DIRECTOR, MONITORS COMPLIANCE THROUGHOUT THE YEAR AND REVIEWS DISCLOSURES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G MARKETING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,826. TOTAL EXPENSES 1,826. PROGRAM EXPENSES: PROGRAM SERVICE EXPENSES 488,971. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 488,971. SCHOOL DISTRICT OF INDIAN RIVER COUNTY 6500 57TH STREET VERO BEACH FL 32967 SCHOOL DISTRICT APPROVES BOARD MEMBERS AND COMPENSATES SHARED EMPLOYEES. FL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 SCHOOL DISTRICT OF INDIAN RIVER COUNTY O 161658 SALARY ALLOCATED TO TIME DEVOTED