2024-04-29T14:21:14-05:00 2023-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 301 E ELM STREET NEW ALBANY IN 47150 990 2022-07-01 351101603 BLUE RIVER SERVICES INC BLUE 8127386281 PO BOX 547 CORYDON IN 47112 DANIEL LOWE CEO 8127382408 2024-04-25 1 DANIEL LOWE 999009999 0 MELINDA L HECK P01392306 8129455236 2024-04-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIEL LOWE PO BOX 547 CORYDON IN 47112 20960684 0 X WWW.BRSINC.ORG X 1959 IN 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. 5 5 460 5 0 0 7824280 7370417 10435364 10414732 63982 692563 -59777 -72652 18263849 18405060 0 0 0 0 9673823 11009203 0 0 11181 6050081 6405276 15723904 17414479 2539945 990581 28605094 28864159 5006397 4108387 23598697 24755772 X 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. 0 0 2268872 2715192 FIRST STEPS SYSTEMS DEVELOPMENT AND SPOE - PROVIDES ASSISTANCE FOR INFANTS TO TODDLERS WITH DISABILITIES. 4,289 CHILDREN WERE SERVED IN FY2023. 1494827 761259 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. 417 CHILDREN RECIEVED THIS SERVICE IN FY2023. 1161828 1214511 FIRST STEPS ED TEAM - THIS PROGRAM SERVED 3,734 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, 11850376 5651118 PRE-VOCATIONAL SERVICESINDUSTRIAL SERVICESJUMPSTART PRE SCHOOLPREVENT CHILD ABUSELATCHKEYHEALTHY FAMILYSCREEN PRINTDRIVERS EDUCATIONEMPLOYMENT SERVICESESTABLISHMENT PROGRAM TRANSITIONSTEPPING 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 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 THERAPY SERVICES OAKVIEW APARTMENTS JILL HOPE GRANDVIEW MANOR NORTH 11850376 5651118 16775903 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 34 0 1 460 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X ROSE A BOOK 8127382408 1099 MARCI LANE GEORGETOWN IN 47122 DAVID SEACAT PRESIDENT 1.00 X X 0 0 0 BILL HARROD VICE PRESIDENT 1.00 X X 0 0 0 CLAUDE COMBS DIRECTOR 1.00 X 0 0 0 JEANIE COMBS SECRETARY/TREASURER 1.00 X X 0 0 0 JIM JOHNSON DIRECTOR 1.00 X 0 0 0 DANIEL LOWE CEO 22.50 15.00 X 0 187169 20956 TAMMY SEITZ COO 37.50 X 0 102200 3400 ROSE BOOK CFO 22.50 15.00 X 0 76919 16880 0 366288 41236 0 0 1 0 TEMPLE CONSTRUCTION 6410 S STATE ROAD 135 SALEM IN 47167 CONSTRUCTION 603945 WERNERT BUILDERS 7111 LOCUST TRL NE GEORGETOWN IN 47122 CONSTRUCTION 198780 2 50000 8164 6958867 353386 2500 7370417 SERVICE FEES 624100 10057493 10057493 HOUSING DEVELOPMENT 531390 265095 265095 HOUSING MANAGEMENT 531310 92144 92144 10414732 29349 29349 1080870 1278843 -197973 -197973 -197973 1180193 516979 663214 663214 663214 22357 8164 22357 0 846783 737445 109338 109338 OTHER REVENUE 561499 15983 15983 15983 18405060 10342080 0 692563 9351304 9342016 9288 134289 134289 836437 836337 100 687173 686425 748 1595368 1595135 233 9709 7841 1868 70569 39794 30775 1489914 1484309 5605 21640 8020 4920 8700 742465 722495 18478 1492 26881 15954 10927 478904 407077 71827 609999 593980 16019 48168 47473 695 27730 27373 357 422749 408821 13928 24526 2472 22054 CONTRIBUTIONS 393241 393241 PROVIDER TAXES 223625 223625 EQUIPMENT 136159 132954 3175 30 MISCELLANEOUS 66540 50835 15705 17089 8678 7452 959 17414479 16775903 627395 11181 1672878 1701112 1913890 2357015 1013210 1334076 658166 438446 40102 28427 86564 70774 32673955 12667476 21951986 20006479 2579586 6750 6750 1261548 341494 28605094 28864159 1345590 1133048 154177 71778 3506630 2561649 0 341912 5006397 4108387 X 6227656 9909416 17371041 14846356 23598697 24755772 28605094 28864159 X 990581 166494 X X 0 1 X 1 1 1 X 14139507 14748605 19286369 7824280 7392774 63391535 14139507 14748605 19286369 7824280 7392774 63391535 63391535 635733 707355 770523 1015208 1110219 4239038 56051 75390 50819 15973 15983 214216 67844789 25272649 0.93440 0.94630 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 56,051. 2019 AMOUNT: $ 75,390. 2020 AMOUNT: $ 50,819. 2021 AMOUNT: $ 15,973. 2022 AMOUNT: $ 15,983. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1461384 1461384 27770837 10513393 17257444 1367161 350442 1016719 2074573 1803641 270932 20006479 INVESTMENT IN AUTUMN RIDGE APARTMENTS, L.P. 1638968 F INVESTMENT IN COUNTRY TRACE L.P. 940618 F 2579586 LEASE LIABILITIES - FINANCE 4471 LEASE LIABILITIES - OPERATING 337441 341912 X 20704063 2368790 2368790 18335273 69787 69787 18405060 19469795 2420225 2420225 17049570 364909 364909 17414479 PART X, LINE 2: BLUE RIVER SERVICES, INC. IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH APPLICABLE STANDARDS. IT HAS EVALUATED ITS TAX POSITIONS, AND BELIEVES THAT IT HAS NONE THAT ARE UNCERTAIN. BLUE RIVER AUTUMN RIDGE II, LLC, BLUE RIVER COUNTRY TRACE II, LLC, BR COUNTRY TRACE 3, LLC, GRANDVIEW MANOR SOUTH, LLC, GRANDVIEW MANOR NORTH LLC, JACKSON COURT APARTMENTS, LLC, AND APPLE ORCHARD, LLC ARE INDIANA LIMITED LIABILITY COMPANIES. AUTUMN RIDGE APARTMENTS L.P. AND COUNTRY TRACE L.P. ARE INDIANA LIMITED PARTNERSHIPS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 1,278,843. COGS 737,445. PARTNERSHIP INCOME 352,502. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -22,357. MANAGEMENT INCOME 92,144. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 1,682,780. COGS 737,445. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -22,357. CONTRIBUTIONS TO PARTNERSHIPS 387,266. GOLF SCRAMBLE 23820 4871 18949 750 8806 2522 6871 3 6701 3293 3408 3408 30521 8164 22357 750 8806 2522 10279 22357 0 0 0 0 0 0 0 0 0 0 DANIEL LOWE CEO 0 187169 0 0 0 0 0 11627 0 9329 0 208125 0 0 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. FORM 990, PART VI, SECTION A, LINE 2 CLAUDE COMBS AND JEANIE COMBS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CEO, THE CFO, AND THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES, CONSULTANTS, AND VOLUNTEERS WILL COMPLETE A CONFLICT OF INTEREST STATEMENT UPON HIRE AND THEN AS A POTENTIAL CONFLICT OF INTEREST ARISES. EMPLOYEES WITH DECISION MAKING AUTHORITY OR INFLUENCE ON PURCHASING WILL COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY AND AS POTENTIAL CONFLICTS ARISE. THE BOARD OF DIRECTORS WILL REVIEW ACTIVITIES INVOLVING THE PRESIDENT/CEO OR MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 A RELATED ORGANIZATION USES THE FOLLOWING PROCESS: THE COMPENSATION OF THE CEO IS BASED ON AN EMPLOYMENT CONTRACT DEVELOPED BY THE BOARD OF DIRECTORS. THE TOTAL COMPENSATION PACKAGE IS COMPARED TO A COMPENSATION SURVEY OF THE COMPENSATION OF THE CEOS OF OTHER INDIANA ORGANIZATIONS OF SIMILAR SIZE WHO PROVIDE SIMILAR SERVICES. THE PERSONNEL COMMITTEE OF THE BOARD COMPLETES A PERFORMANCE REVIEW OF THE CEO ANNUALLY AND ANY INCREASES ARE BASED ON MERIT. THE ORGANIZATION USES THE FOLLOWING PROCESS: PERSONNEL ARE SELECTED FOR EACH POSITION AND COMPENSATION DETERMINED BY THE FUNDING AVAILABLE TO SUPPORT THE POSITION AND THE EDUCATION, QUALIFICATIONS, EXPERIENCE, AND PREVIOUS WORK RECORD OF THE APPLICANT. AFTER EMPLOYMENT EACH SUPERVISOR COMPLETES A PERFORMANCE EVALUATION ANNUALLY FOR ALL THEIR EMPLOYEES. INCREASES IN WAGES, IF GIVEN, ARE BASED ON THE PERFORMANCE EVALUATION. ALL SUPERVISORS REVIEW THE PERFORMANCE EVALUATIONS WITH THE CEO TO INSURE THAT THE PERFORMANCE EVALUATION CRITERIAIS APPLIED CONSISTENTLY THROUGHOUT THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ADJUST BEGINNING NET RETAINED EARNINGS OF PARTNERSHIPS 166,494. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED. BLUE RIVER AUTUMN RIDGE II LLC 156 AUTUMN RIDGE DRIVE CORYDON IN 47112 270567557 RENTAL ACTIVITY IN 280964 1832281 BLUE RIVER SERVICES INC BLUE RIVER COUNTRY TRACE II LLC 13590 GREENE STREET PALMYRA IN 47164 461270560 RENTAL ACTIVITY IN 112224 1081634 BLUE RIVER SERVICES INC BLUE RIVER COUNTY TRACE 3 LLC 13590 GREENE STREET PALMYRA IN 47164 471678085 RENTAL ACTIVITY IN 76600 827658 BLUE RIVER SERVICES INC GRANDVIEW MANOR SOUTH LLC 509 GRANDVIEW DRIVE SALEM IN 47167 474779885 RENTAL ACTIVITY IN 262461 1752144 BLUE RIVER SERVICES INC GRANDVIEW MANOR NORTH LLC 509 GRANDVIEW DRIVE SALEM IN 47167 853027158 RENTAL ACTIVITY IN 195575 2589215 BLUE RIVER SERVICES INC JACKSON COURT APARTMENTS LLC 202 WESTMINISTER DR 103 ALLEN CT SALEM IN 47167 714686769 RENTAL ACTIVITY IN 131473 1757093 BLUE RIVER SERVICES INC APPLE ORCHARD LLC 7752 APPLE ORCHARD LN NEW SALISBURY IN 47161 384123431 RENTAL ACTIVITY IN 290373 4210184 BLUE RIVER SERVICES INC RBR ALLIANCE INC PO BOX 384 GEORGETOWN IN 47122 841755614 TO PROVIDE MANAGEMENT SERVICES IN 501(C)(3) LINE 10 0 AUTUMN RIDGE APARTMENTS LP 156 AUTUMN RIDGE DRIVE COYDON IN 47112 421680249 RENTAL ACTIVITY IN BLUE RIVER SERVICES INC RELATED -18973 2005394 0 1 0.99990 COUNTRY TRACE LP 13590 GREENE STREET PALMYRA IN 47164 260459051 RENTAL ACTIVITY IN BLUE RIVER SERVICES INC RELATED -54691 1458450 0 1 0.99990 BLUE RIVER HOUSING DEVELOPMENT CORP PO BOX 547 CORYDON IN 47112 203463578 HOUSING IN BLUE RIVER SERVICES INC C 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 1 0 1 RBR ALLIANCE INC M 1707944 CASH PAID