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Nonprofit · EIN 38-2505337

BLUE RIVER HOUSING

Tax-exempt · FORT GRATIOT, MI 48059

Financials

$426K$378K2022$515K$467K2023$402K$416K2024
Revenue Expenses · by fiscal year end
Financials of BLUE RIVER HOUSING by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$401,994$415,526-$13,532$1,671,914$150,804$1,521,110
September 30, 2024990$514,666$466,683$47,983$1,654,613$192,450$1,462,163
September 30, 2023990$426,094$377,544$48,550$1,483,568$224,594$1,258,974
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$353,288
Investment income
$30,874
Net rental income
$17,002
Net gain from sales of assets
$15,860
Other revenue
$17,832

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$194,666
Salaries, compensation and benefits (total)
$245,300
Professional fundraising fees
$0
Accounting fees
$4,980
Occupancy
$89,897
Travel
$24,749
Depreciation
$18,833
Program services (functional)
$396,693
Management and general (functional)
$18,833

Balance sheet and other

Total assets, start of year
$1,654,613
Total assets, end of year
$1,671,914
Total liabilities, end of year
$150,804
Net assets, end of year
$1,521,110
Land, buildings and equipment
$745,396
Publicly traded securities
$816,385
Net assets without donor restrictions
$1,521,110
Gross unrelated business income
-$467
Gross receipts
$483,992
Employees
9
Volunteers
0
Year formed
1984
State of legal domicile
MI

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
EDWARD SCHULTZPRESIDENT
Officer
2$12,898
DIANNA MAXWELLTRUSTEE
Trustee or director
0.25$0
KENNETH MONTGOMERYVICE PRESIDENT
Officer
0.25$0
DAVID OPPLIGERSECRETARY
Officer
0.25$0
PETER IRLANDTREASURER
Officer
0.25$0
990 for the year ended September 30, 2024: 6 people
NameTitleHours / weekCompensationFrom related orgs
EDWARD SCHULTZPRESIDENT
Officer
2$18,363$5,400
HELEN RUFFINGTRUSTEE
Trustee or director
0.25$0$0
DIANNA MAXWELLTRUSTEE
Trustee or director
0.25$0$0
KENNETH MONTGOMERYVICE PRESIDENT
Officer
0.25$0$0
DAVID OPPLIGERSECRETARY
Officer
0.25$0$0
PETER IRLANDTREASURER
Officer
0.25$0$0
990 for the year ended September 30, 2023: 8 people
NameTitleHours / weekCompensationFrom related orgs
EDWARD SCHULTZPRESIDENT
Trustee or director, Officer
2$6,000$15,644
KENNETH MONTGOMERYVICE PRESIDENT
Trustee or director, Officer
1$0$0
HELEN RUFFINGTRUSTEE
Trustee or director
1$0$0
DAVID OPPLIGERSECRETARY
Trustee or director, Officer
1$0$0
HARRY OLDENBURGTRUSTEE
Trustee or director
1$0$0
PETER IRLANDTREASURER
Trustee or director, Officer
1$0$0
JUDY WORTHINGTONTRUSTEE
Trustee or director
1$0$0
DIANNA MAXWELLTRUSTEE
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
3051 COMMERCE DR STE 5, FORT GRATIOT, MI 48059-3866
Principal officer (990 for 2024)
KENNETH MONTGOMERY, 3051 COMMERCE DRIVE SUITE 5, FORT GRATIOT, MI 48059
Signed the 990
KENNETH MONTGOMERY, VICE PRESIDENT
Phone
(810) 385-4463
Return prepared by
UHY ADVISORS GREAT LAKES INC

Mission

TO PROVIDE SERVICES TO DISABLED AND MENTALLY IMPAIRED INDIVIDUALS.

990 for the year ended September 30, 2025

Program accomplishments

  • BLUE RIVER HOUSING PROVIDES HOMES FOR CMH HOUSING PROGRAMS FOR DISABLED AND MENTALLY IMPAIRED INDIVIDUALS, ALONG WITH MAINTENANCE FOR BOTH CMH AND HUD HOUSING
    Expenses $396,693 · revenue $353,288

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
38-2505337
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1984
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,671,914
Income (IRS master file)
$483,992

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$401,994$415,526$1,671,914XML
990-TSeptember 2025–––IRS
990September 2024$514,666$466,683$1,654,613IRS
990-TSeptember 2024–––IRS
990September 2023$426,094$377,544$1,483,568XML
990-TSeptember 2023–––IRS
990September 2022$589,557$554,666$1,473,827IRS
990-TSeptember 2022–––IRS
990September 2021–––IRS
990-TSeptember 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 38-2505337).

Questions about BLUE RIVER HOUSING

What is the EIN of BLUE RIVER HOUSING?
The employer identification number (EIN) of BLUE RIVER HOUSING is 38-2505337.
Is BLUE RIVER HOUSING tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to BLUE RIVER HOUSING tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BLUE RIVER HOUSING 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 BLUE RIVER HOUSING due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BLUE RIVER HOUSING last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of BLUE RIVER HOUSING?
The 990 for the year ended September 30, 2025 names KENNETH MONTGOMERY.
Who are the officers and directors of BLUE RIVER HOUSING?
The 990 for the year ended September 30, 2025 lists 5 people; 1 received compensation from the organization, the highest $12,898 (EDWARD SCHULTZ, PRESIDENT).
How much revenue does BLUE RIVER HOUSING have?
On its 990 for the year ended September 30, 2025 it reported revenue of $401,994, expenses of $415,526 and total assets of $1,671,914 at year end.

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