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Nonprofiteer
← BLUE RIVER SERVICES INC

Form 990 for tax year 2023

Filed by BLUE RIVER SERVICES INC.

Totals

Total revenue
$19,002,436
Total expenses
$18,766,224
Contributions and grants received
$8,454,597
Grants paid
$0
Program service revenue
$10,903,445
Investment income
$37,865
Other revenue
-$393,471
Total assets, end of year
$30,121,550
Total liabilities, end of year
$4,580,879
Net assets or fund balances, end of year
$25,540,671
Program services expenses (Part IX)
$18,479,863
Management and general expenses
$278,171
Fundraising expenses
$8,190
Program service expenses (Part III)
$18,479,863

Program services were 98.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $12,462

  • 1c · Fundraising events

    $26,973

  • 1e · Government grants (contributions)

    $7,778,738

  • 1f · All other contributions, gifts and grants

    $636,424

  • 2a · Program service revenue: SERVICE FEES

    total $10,698,229 · related or exempt $10,698,229

  • 2b · Program service revenue: HOUSING DEVELOPMENT

    total $114,797 · related or exempt $114,797

  • 2c · Program service revenue: HOUSING MANAGEMENT

    total $90,419 · related or exempt $90,419

  • 3 · Investment income

    total $39,700 · excluded $39,700

  • 6a · Gross rents

    real property $1,146,887

  • 6b · Less rental expenses

    real property $1,761,422

  • 6c · Rental income or loss

    real property -$614,535

  • 6d · Net rental income or loss

    total -$614,535 · related or exempt -$614,535

  • 7b · Less cost or other basis and sales expenses

    other assets $1,835

  • 7c · Gain or loss

    other assets -$1,835

  • 7d · Net gain or loss

    total -$1,835 · excluded -$1,835

  • 8a · Fundraising events: gross income

    $16,782

  • 8a · Fundraising events: contributions included on line 1c

    $26,973

  • 8b · Fundraising events: direct expenses

    $23,546

  • 8c · Net income from fundraising events

    total -$6,764 · excluded -$6,764

  • 10a · Gross sales of inventory

    $1,011,402

  • 10b · Cost of goods sold

    $828,549

  • 10c · Net income from sales of inventory

    total $182,853 · related or exempt $182,853

  • 11a · Other revenue: INSURANCE PROCEEDS

    total $35,701 · excluded $35,701

  • 11b · Other revenue: OTHER REVENUE

    total $9,274 · related or exempt $9,274

  • 11e · Other revenue, total

    $44,975

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $10,210,601 · program services $10,206,505 · management and general $4,096

  • 8 · Pension plan contributions

    total $146,971 · program services $146,971

  • 9 · Other employee benefits

    total $1,100,827 · program services $1,100,802 · management and general $25

  • 10 · Payroll taxes

    total $780,434 · program services $780,121 · management and general $313

  • 11a · Fees: management

    total $1,636,257 · program services $1,627,087 · management and general $9,170

  • 11b · Fees: legal

    total $12,771 · program services $7,296 · management and general $5,475

  • 11c · Fees: accounting

    total $69,382 · program services $40,901 · management and general $28,481

  • 11g · Fees: other

    total $1,324,706 · program services $1,322,931 · management and general $1,501 · fundraising $274

  • 12 · Advertising and promotion

    total $18,918 · program services $12,714 · management and general $6,204

  • 13 · Office expenses

    total $780,211 · program services $749,607 · management and general $29,675 · fundraising $929

  • 14 · Information technology

    total $10,936 · program services $9,932 · management and general $1,004

  • 16 · Occupancy

    total $376,154 · program services $290,789 · management and general $85,365

  • 17 · Travel

    total $608,044 · program services $594,547 · management and general $13,497

  • 19 · Conferences, conventions and meetings

    total $59,318 · program services $57,091 · management and general $2,227

  • 20 · Interest

    total $23,212 · program services $23,212

  • 22 · Depreciation, depletion and amortization

    total $421,964 · program services $411,542 · management and general $10,422

  • 23 · Insurance

    total $25,390 · program services $2,630 · management and general $22,760

  • 24a · Other expenses: CONTRIBUTIONS

    total $703,532 · program services $700,512 · management and general $3,020

  • 24b · Other expenses: PROVIDER TAXES

    total $238,229 · program services $238,229

  • 24c · Other expenses: MISCELLANEOUS

    total $97,701 · program services $48,392 · management and general $44,416 · fundraising $4,893

  • 24d · Other expenses: EQUIPMENT

    total $96,348 · program services $92,725 · management and general $3,607 · fundraising $16

  • 24e · All other expenses

    total $24,318 · program services $15,327 · management and general $6,913 · fundraising $2,078

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,701,112 · end of year $1,755,046

  • 2 · Savings and temporary cash investments

    beginning of year $2,357,015 · end of year $2,283,949

  • 3 · Pledges and grants receivable

    beginning of year $1,334,076 · end of year $1,294,415

  • 4 · Accounts receivable

    beginning of year $438,446 · end of year $921,046

  • 8 · Inventories for sale or use

    beginning of year $28,427 · end of year $17,637

  • 9 · Prepaid expenses and deferred charges

    beginning of year $70,774 · end of year $149,840

  • 10a · Land, buildings and equipment: cost or other basis

    $33,384,613

  • 10b · Land, buildings and equipment: accumulated depreciation

    $13,759,518

  • 10c · Land, buildings and equipment, net

    beginning of year $20,006,479 · end of year $19,625,095

  • 12 · Investments: other securities

    beginning of year $2,579,586 · end of year $3,128,273

  • 14 · Intangible assets

    beginning of year $6,750 · end of year $6,750

  • 15 · Other assets

    beginning of year $341,494 · end of year $939,499

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,133,048 · end of year $1,626,740

  • 19 · Deferred revenue

    beginning of year $71,778 · end of year $53,640

  • 23 · Secured mortgages and notes payable

    beginning of year $2,561,649 · end of year $2,476,444

  • 25 · Other liabilities

    beginning of year $341,912 · end of year $424,055

  • 27 · Net assets without donor restrictions

    beginning of year $9,909,416 · end of year $11,376,868

  • 28 · Net assets with donor restrictions

    beginning of year $14,846,356 · end of year $14,163,803

Mission and programs · 2023

Mission

TO ASSIST PEOPLE WITH DIABILITIES IN REALIZING MAXIMUM PERSONAL GROWTH AND DEVELOPMENT IN HOME, WORK, AND COMMUNITY BY PROVIDING A CONTINUUM OF INDIVIDUALIZED SERVES AND SUPPORTS IN SETTINGS LEAST RESTRICTIVE FOR THE NEEDS OF THE INDIVIDUAL. AS AN ADJUNCT TO THESE SERVICES, WHENEVER POSSIBLE, BLUE RIVER SERVICES, INC. WILL SERVE THE SIMILAR NEEDS OF THE GENERAL COMMUNITY BY PROVIDING SERVICES IN NON-SEGREGATED, COMMUNITY-BASED SETTINGS WHICH EMPHASIZE THE INTEGRATED INCLUSION OF PEOPLE WITH DISABILITIES INTO ALL AREAS OF LIFE WHICH ARE ENJOYED BY MEMBERS OF THE COMMUNITY.

Activities or mission (Part I)

TO ASSIST PEOPLE WITH DISABILITIES IN REALIZING MAXIMUM PERSONAL GROWTH AND DEVELOPMENT IN HOME, WORK, AND COMMUNITY BY PROVIDING A CONTINUUM OF INDIVIDUALIZED SERVICES AND SUPPORTS IN SETTINGS LEAST RESTRICTIVE FOR THE NEEDS OF THE INDIVIDUAL. AS AN ADJUNCT TO THESE SERVICES, WHENEVER POSSIBLE, BLUE RIVER SERVICES, INC. WILL SERVE THE SIMILAR NEEDS OF THE GENERAL COMMUNITY BY PROVIDING SERVICES IN NON-SEGREGATED, COMMUNITY-BASED SETTINGS WHICH EMPHASIZE THE INTEGRATED INCLUSION OF PEOPLE WITH DISABILITIES INTO ALL AREAS OF LIFE WHICH ARE ENJOYED BY MEMBERS OF THE COMMUNITY.

  • FIRST STEPS SYSTEMS DEVELOPMENT AND SPOE - PROVIDES ASSISTANCE FOR INFANTS TO TODDLERS WITH DISABILITIES. 4,557 CHILDREN WERE SERVED IN FY2024.

    Expenses $3,407,712 · Revenue $3,391,861

  • 21ST CENTURY - PROVIDES AFTER SCHOOL ASSISTANCE TO STUDENTS WHO MAY NEED ADDITIONAL ASSISTANCE. THIS ASSISTANCE CAN BE IN THE FORM OF TUTORING AND ACTIVITIES THAT TIE TO WHAT THEY ARE LEARNING IN THE CLASSROOM. 515 CHILDREN RECIEVED THIS SERVICE IN FY2024.

    Expenses $1,452,759 · Revenue $1,444,603

  • FIRST STEPS ED TEAM - THIS PROGRAM SERVED 3,737 INFANTS TO TODDLERS WITH DISABILITIES. ASSESSMENT AND EVALUATION SERVICES PAID FOR BY FIRST STEPS TO BRING PARENTS AND CHILD TOGETHER WITH A TEAM OF PROFESSIONALS TO IDENTIFY ANY DEVELOPMENT DELAY OR DISABILITY AND RECOMMEND EARLY INTERVENTION SERVICES THAT MAY BENEFIT THE CHILD,

    Expenses $1,364,518 · Revenue $1,394,140

  • PRE-VOCATIONAL SERVICESINDUSTRIAL SERVICESJUMPSTART PRE SCHOOLPREVENT CHILD ABUSELATCHKEYHEALTHY FAMILY/MY HEALTHY BABYSCREEN PRINTDRIVERS EDUCATIONEMPLOYMENT SERVICESTRANSITIONSTEPPING STONE APTS/TRANSITIONAL HOUSINGWYANDOTTE HOUSEIDDD HOMESAFE PLACEDEPT OF INDIANA HIGHWAYS JANITORIALCOMMUNITY JANITORIALLAWN CARE/LANDSCAPEHAB TRAINING STRUCTURED FAMILY CAREGIVING HOME/COMMUNITY SERVICES HOUSING AUTUMN RIDGE LP MGMT COUNTRY TRACE LP MGMT BLUE RIVER AUTUMN RIDGE II MGMT BLUE COUNTRY TRACE II MGMT BR COUNTRY TRACE 3 MGMT GRANDVIEW MANOR SO MGMT JACKSON COURT APARTMENTS MGMT ENTERPRISE PRE-DEV HARRISON CENTER APARTMENTS APPLE ORCHARD APARTMENTS WIC CITY TRANSIT DAY SERVICE TRANSPORTATION NON FIXED ROUTE TRANSPORTATION CHILDREN'S TRANSPORTATION CHARTER TRANSPORTATION PUBLIC TRANSPORTATION MAINTENANCE FACILITY CHILDCARE/AFTER SCHOOL PROGRAMSTHERAPY SERVICES OAKVIEW APARTMENTS JILL HOPE GRANDVIEW MANOR NORTHSUPPORTED GROUP LIVINGDAFFODILL HILL MGMTSUNSET RIDGE MGMTEAGLE COURT MGMTSHREDDING

    Expenses $12,254,874 · Revenue $4,250,433

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David Seacat

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Bill Harrod

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Claude Combs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeanie Combs

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jim Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Long

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Daniel Lowe

    CEO

    Total calculated
    $225,001
    From this org
    $0
    From related orgs
    $203,298
    Other
    $21,703
    Hours/week
    16 + 21.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $203,298 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,569 related
    Nontaxable benefits
    $0 + $10,134 related
    Filer's total
    $0 + $225,001 related

  • Tammy Seitz

    COO OF BRS

    Total calculated
    $119,231
    From this org
    $0
    From related orgs
    $102,741
    Other
    $16,490
    Hours/week
    37.5

  • Rose Book

    CFO

    Total calculated
    $97,630
    From this org
    $0
    From related orgs
    $82,329
    Other
    $15,301
    Hours/week
    16 + 21.5 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3:
THE RELATED ORGANIZATION, RBR ALLIANCE, INC., PAYS THE COMPENSATION TO THE CEO AND USES THE FOLLOWING METHOD TO DETERMINE COMPENSATION: APPROVAL BY THE BOARD OF DIRECTORS AND WRITTEN EMPLOYMENT CONTRACT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • BLUE RIVER AUTUMN RIDGE II LLC

    RENTAL ACTIVITY · IN · income $329,910 · assets $1,720,391

    Directly controlled by BLUE RIVER SERVICES INC

  • BLUE RIVER COUNTRY TRACE II LLC

    RENTAL ACTIVITY · IN · income $69,659 · assets $1,032,655

    Directly controlled by BLUE RIVER SERVICES INC

  • BLUE RIVER COUNTY TRACE 3 LLC

    RENTAL ACTIVITY · IN · income $40,679 · assets $795,376

    Directly controlled by BLUE RIVER SERVICES INC

  • GRANDVIEW MANOR SOUTH LLC

    RENTAL ACTIVITY · IN · income $218,375 · assets $1,695,538

    Directly controlled by BLUE RIVER SERVICES INC

  • GRANDVIEW MANOR NORTH LLC

    RENTAL ACTIVITY · IN · income $178,374 · assets $2,524,962

    Directly controlled by BLUE RIVER SERVICES INC

  • JACKSON COURT APARTMENTS LLC

    RENTAL ACTIVITY · IN · income $64,055 · assets $1,689,985

    Directly controlled by BLUE RIVER SERVICES INC

  • APPLE ORCHARD LLC

    RENTAL ACTIVITY · IN · income $162,360 · assets $4,082,345

    Directly controlled by BLUE RIVER SERVICES INC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • AUTUMN RIDGE APARTMENTS LP

    RELATED · RENTAL ACTIVITY · IN · 99.99% owned · share of income -$69,615 · share of assets $2,681,132 · general or managing partner

    Directly controlled by BLUE RIVER SERVICES INC

  • COUNTRY TRACE LP

    RELATED · RENTAL ACTIVITY · IN · 99.99% owned · share of income -$82,210 · share of assets $1,363,578 · general or managing partner

    Directly controlled by BLUE RIVER SERVICES INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BLUE RIVER HOUSING DEVELOPMENT CORP

    C · HOUSING · IN

    Directly controlled by BLUE RIVER SERVICES INC

Provenance

Return type
form_990
Tax year
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202541339349302009

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