Nonprofit · EIN 20-1729243
INDIAN RIVER COMMUNITY FOUNDATION
Tax-exempt · VERO BEACH, FL 32963
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $32,499,993 | $19,252,796 | $13,247,197 | $114,616,874 | $4,806,587 | $109,810,287 |
| June 30, 2024 | 990 | $32,324,111 | $21,547,550 | $10,776,561 | $93,996,305 | $3,770,383 | $90,225,922 |
| June 30, 2023 | 990 | $13,546,324 | $19,143,625 | -$5,597,301 | $78,436,639 | $5,073,746 | $73,362,893 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $24,364,398
- Program service revenue
- $0
- Investment income
- $7,343,935
- Net gain from sales of assets
- $4,852,864
- Other revenue
- $791,660
Expenses
- Grants and similar amounts paid
- $16,668,053
- Compensation of officers, directors and key employees
- $335,200
- Other salaries and wages
- $370,033
- Salaries, compensation and benefits (total)
- $824,946
- Professional fundraising fees
- $0
- Legal fees
- $2,240
- Accounting fees
- $28,360
- Occupancy
- $58,505
- Travel
- $5,576
- Depreciation
- $25,474
- Program services (functional)
- $18,044,021
- Management and general (functional)
- $911,386
- Fundraising (functional)
- $297,389
Balance sheet and other
- Total assets, start of year
- $93,996,305
- Total assets, end of year
- $114,616,874
- Total liabilities, end of year
- $4,806,587
- Net assets, end of year
- $109,810,287
- Land, buildings and equipment
- $37,898
- Publicly traded securities
- $106,878,216
- Net assets without donor restrictions
- $106,390,543
- Net assets with donor restrictions
- $3,419,744
- Gross receipts
- $34,172,082
- Employees
- 7
- Volunteers
- 19
- Year formed
- 2004
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFFREY R PICKERING | CEO/PRESIDENT Officer | 50 | $251,890 | $20,150 |
| HEATHER O'SHEA | VP OPERATIONS & INFORMATION Highest-paid employee | 40 | $120,000 | $20,180 |
| KATHRYN B HEALY | CHAIRMAN Trustee or director, Officer | 4 | $0 | $0 |
| ANTHONY P GUETTLER | VICE CHAIRMAN Trustee or director, Officer | 4 | $0 | $0 |
| WILLIAM F SCHLITT | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| ANGELIA PERRY | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| ALLEN JONES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOHN CORBETT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANTOINETTE W HAMNER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CARLA E MEYER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAWN E MICHAEL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| FRAN G LASERSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL J SWAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PATRICIA A BRIER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RENNIE GIBB | DIRECTOR Trustee or director | 2 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUZANNE E BERTMAN | DIRECTOR Trustee or director | 2 | $0 |
| WANDA W LINCOLN | DIRECTOR Trustee or director | 2 | $0 |
| MARYBETH CUNNINGHAM | DIRECTOR Trustee or director | 2 | $0 |
| JAKE FOJTIK | DIRECTOR Trustee or director | 2 | $0 |
| ELLEN KENDALL | DIRECTOR Trustee or director | 2 | $0 |
| KEN MINDT | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFFREY R PICKERING | CEO/PRESIDENT Officer | 50 | $245,176 | $17,532 |
| KATHRYN B HEALY | CHAIRMAN Trustee or director, Officer | 4 | $0 | $0 |
| DALE F JACOBS | VICE CHAIRMAN Trustee or director, Officer | 4 | $0 | $0 |
| WILLIAM F SCHLITT | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| ANGELIA PERRY | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| ALLEN JONES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANTHONY P GUETTLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANTOINETTE W HAMNER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CARLA E MEYER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAWN E MICHAEL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| FRAN G LASERSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LOUIS C SCHACHT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MATTHEW G RUNDELS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL A MCMANUS JR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL J SWAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PATRICIA A BRIER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RENNIE GIBB | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RONALD H MCGLYNN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SUZANNE E BERTMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WANDA W LINCOLN | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFFREY R PICKERING | CEO/PRESIDENT Officer | 40 | $243,198 | $15,480 |
| MICHAEL A MCMANUS JR | CHAIRMAN Trustee or director, Officer | 4 | $0 | $0 |
| KATHRYN B HEALY | VICE CHAIRMAN Trustee or director, Officer | 4 | $0 | $0 |
| DEBRA K LOCKWOOD | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| DALE F JACOBS | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| SUZANNE E BERTMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PATRICIA A BRIER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANTHONY P GUETTLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANTOINETTE W HAMNER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WANDA W LINCOLN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| EDWIN R MASSEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RONALD H MCGLYNN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CARLA E MEYER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAWN E MICHAEL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANGELIA PERRY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MATTHEW G RUNDELS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LOUIS C SCHACHT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WILLIAM F SCHLITT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL J SWAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JENNIFER M WATSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5070 HIGHWAY A1A STE 200, VERO BEACH, FL 32963-1292
- Principal officer (990 for 2024)
- JEFFREY R PICKERING, PO BOX 643968, VERO BEACH, FL 32964
- Signed the 990
- JEFFREY R PICKERING, PRESIDENT
- Phone
- (772) 492-1407
- Return prepared by
- REHMANN ROBSON LLC
Mission
BUILDING A BETTER COMMUNITY THROUGH DONOR-DRIVEN PHILANTHROPY.
Program accomplishments
- INDIAN RIVER COMMUNITY FOUNDATION'S MISSION IS BUILDING A BETTER COMMUNITY THROUGH DONOR-DRIVEN PHILANTHROPY. ONE WAY WE CARRY OUT OUR MISSION IS BY GROWING, STEWARDING AND DEPLOYING PHILANTHROPIC CAPITAL TO MAKE OUR COMMUNITY BETTER. WE DO THIS TROUGH TWO MAIN PRODUCTS, DONOR ADVISED FUNDS AND ENDOWMENTS, WHICH OUR CLIENTS USE TO GIVE OR LEAVE A LEGACY TO THE CHARITABLE CAUSES THEY LOVE. ANOTHER WAY WE CARRY OUT OUR MISSION IS BY DEVELOPING AND SHARING COMMUNITY KNOWLEDGE ABOUT LOCAL NEEDS AND NONPROFIT CHARITABLE ORGANIZATIONS, PROGRAMS AND PROJECTS THAT MERIT PHILANTHROPIC INVESTMENT. WE DO THIS USING INNOVATIVE TOOLS SUCH AS OUR ONLINE NONPROFIT SEARCH, INDIAN RIVER INDICATORS AND PUBLICATIONS LIKE OUR ANNUAL GUIDE TO BETTER GIVING, WHICH ARE USED BY CLIENTS AND OTHERS TO MAKE MORE INFORMED GIVING DECISIONS.INDIAN RIVER COMMUNITY FOUNDATION IS GOVERNED AND MANAGED BY ENGAGED AND INVESTED LEADERS WHO BELIEVE THAT OUR ORGANIZATION AND THE GENEROUS PEOPLE WE SERVE CAN HELP BUILD A MORE HEALTHY, PROSPEROUS COMMUNITY. IN DOING SO, WE COMMIT OUR BEST EFFORTS TO DEMONSTRATE THE VALUES OF KNOWLEDGE AND CORE KNOW-HOW, SERVICE EXCELLENCE, AND BELONGING IN OUR WORK.TOGETHER WITH OUR CLIENTS, IN THE FISCAL YEAR ENDING JUNE 30, 2025, INDIAN RIVER COMMUNTY FOUNDATION AWARDED GRANTS TOTALING $16,668,053 FROM 219 CHARITABLE GIVING ACCOUNTS TO CHARITIES IN INDIAN RIVER COUNTY AND THROUGHOUT THE UNITED STATES. ON JUNE 30, 2025, A TOTAL OF 88 INDIVIDUALS WERE RECOGNIZED AS PART OF THE ALMA LEE LOY LEGACY SOCIETY FOR MAKING A PLANNED GIFT FROM THEIR ESTATE TO INDIAN RIVER COMMUNITY FOUNDATION. TOGETHER, WE ARE PART OF SOMETHING BETTER.Expenses $18,044,021 · grants $16,668,053
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1729243
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $114,616,874
- Income (IRS master file)
- $34,172,082
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $32,499,993 | $19,252,796 | $114,616,874 | XML |
| 990 | June 2024 | $32,324,111 | $21,547,550 | $93,996,305 | XML |
| 990 | June 2023 | $13,546,324 | $19,143,625 | $78,436,639 | XML |
| 990 | June 2022 | $17,472,868 | $12,526,164 | $78,791,488 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1729243).
Questions about INDIAN RIVER COMMUNITY FOUNDATION
- What is the EIN of INDIAN RIVER COMMUNITY FOUNDATION?
- The employer identification number (EIN) of INDIAN RIVER COMMUNITY FOUNDATION is 20-1729243.
- Is INDIAN RIVER COMMUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to INDIAN RIVER COMMUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INDIAN RIVER COMMUNITY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INDIAN RIVER COMMUNITY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDIAN RIVER COMMUNITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of INDIAN RIVER COMMUNITY FOUNDATION?
- The 990 for the year ended June 30, 2025 names JEFFREY R PICKERING.
- Who are the officers and directors of INDIAN RIVER COMMUNITY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 21 people; 2 received compensation from the organization, the highest $251,890 (JEFFREY R PICKERING, CEO/PRESIDENT).
- How much revenue does INDIAN RIVER COMMUNITY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $32,499,993, expenses of $19,252,796 and total assets of $114,616,874 at year end.
Other nonprofits in VERO BEACH
- WELSH FAMILY FOUNDATION INC EIN 22-3331136 · last filed 990-PF for 2025
- ALBERT L UELTSCHI FOUNDATION EIN 55-0838858 · last filed 990-PF for 2025
- THE SEXTON FAMILY FOUNDATION EIN 13-7106277 · last filed 990-PF for 2024
- UNITED WAY OF INDIAN RIVER COUNTY INC EIN 59-1087090 · last filed 990 for 2025
- MARVIN DAVIDSON FAMILY FOUNDATION INC EIN 99-2903390 · last filed 990-PF for 2024
- DSF CHARITABLE FOUNDATION EIN 25-1847237 · last filed 990-PF for 2024
- LEO AND YUKI GRAHAM FOUNDATION EIN 47-1930447 · last filed 990-PF for 2025
- DENISE & TONY GORMAN FAMILY FOUNDATION EIN 99-3066500 · last filed 990-PF for 2024
All nonprofits in VERO BEACH · Florida · Philanthropy, voluntarism and grantmaking foundations