2025-05-13T08:00:54-05:00 2024-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2023-07-01 351101603 BLUE RIVER SERVICES INC BLUE 8127386281 PO BOX 547 CORYDON IN 47112 DANIEL LOWE CEO 8127382408 2025-05-08 1 1 MELINDA L HECK P01392306 5024269660 2025-05-06 2023 2025-03-06 01:10:19Z DANIEL LOWE PO BOX 547 CORYDON IN 47112 21617788 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. 6 6 473 6 0 0 7370417 8454597 10414732 10903445 692563 37865 -72652 -393471 18405060 19002436 0 0 0 0 11009203 12238833 0 0 8190 6405276 6527391 17414479 18766224 990581 236212 28864159 30121550 4108387 4580879 24755772 25540671 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 3407712 3391861 FIRST STEPS SYSTEMS DEVELOPMENT AND SPOE - PROVIDES ASSISTANCE FOR INFANTS TO TODDLERS WITH DISABILITIES. 4,557 CHILDREN WERE SERVED IN FY2024. 1452759 1444603 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. 1364518 1394140 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, 12254874 4250433 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 12254874 4250433 18479863 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 29 0 1 473 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 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 LISA LONG DIRECTOR 1.00 X 0 0 0 DANIEL LOWE CEO 16.00 21.50 X 0 203298 21703 TAMMY SEITZ COO OF BRS 37.50 X 0 102741 16490 ROSE BOOK CFO 16.00 21.50 X 0 82329 15301 0 388368 53494 0 0 1 0 0 12462 26973 7778738 636424 8454597 SERVICE FEES 624100 10698229 10698229 HOUSING DEVELOPMENT 531390 114797 114797 HOUSING MANAGEMENT 531310 90419 90419 10903445 39700 39700 1146887 1761422 -614535 -614535 -614535 1835 -1835 -1835 -1835 16782 26973 23546 -6764 -6764 1011402 828549 182853 182853 INSURANCE PROCEEDS 900099 35701 35701 OTHER REVENUE 561499 9274 9274 44975 19002436 10481037 0 66802 10210601 10206505 4096 146971 146971 1100827 1100802 25 780434 780121 313 1636257 1627087 9170 12771 7296 5475 69382 40901 28481 1324706 1322931 1501 274 18918 12714 6204 780211 749607 29675 929 10936 9932 1004 376154 290789 85365 608044 594547 13497 59318 57091 2227 23212 23212 421964 411542 10422 25390 2630 22760 CONTRIBUTIONS 703532 700512 3020 PROVIDER TAXES 238229 238229 MISCELLANEOUS 97701 48392 44416 4893 EQUIPMENT 96348 92725 3607 16 24318 15327 6913 2078 18766224 18479863 278171 8190 1701112 1755046 2357015 2283949 1334076 1294415 438446 921046 28427 17637 70774 149840 33384613 13759518 20006479 19625095 2579586 3128273 6750 6750 341494 939499 28864159 30121550 1133048 1626740 71778 53640 2561649 2476444 341912 424055 4108387 4580879 X 9909416 11376868 14846356 14163803 24755772 25540671 28864159 30121550 X 236212 548687 X 0 1 X 1 1 1 X 14748605 19286369 7824280 7392774 8454597 57706625 14748605 19286369 7824280 7392774 8454597 57706625 57706625 707355 770523 1015208 1110219 1186587 4789892 75390 50819 15973 15983 9274 167439 62663956 35096814 0.92090 0.93440 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 75,390. 2020 AMOUNT: $ 50,819. 2021 AMOUNT: $ 15,973. 2022 AMOUNT: $ 15,983. 2023 AMOUNT: $ 9,274. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1817513 1817513 28014977 11473067 16541910 1360964 338843 1022121 2191159 1947608 243551 19625095 INVESTMENT IN AUTUMN RIDGE APARTMENTS, L.P. 2269865 F INVESTMENT IN COUNTRY TRACE L.P. 858408 F 3128273 LEASE LIABILITIES - OPERATING 424055 424055 X 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. A CONSOLIDATED EXEMPT ORGANIZATION RETURN IS FILED FOR BLUE RIVER SERVICES, INC., 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. GOLF SCRAMBLE 7500 108 7392 1099 7392 2123 SPIRIT OF BLUE RIVER DINNER 29431 26865 2566 1500 2566 5199 3 6824 6824 3667 43755 26973 16782 1099 8892 2566 10989 23546 -6764 0 0 0 0 0 0 0 0 0 DANIEL LOWE CEO 0 203298 0 0 0 0 0 11569 0 10134 0 225001 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 CRITERIA IS 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: CHANGE IN VALUE OF PARTNERSHIPS 548,687. BLUE RIVER AUTUMN RIDGE II LLC 156 AUTUMN RIDGE DRIVE CORYDON IN 47112 270567557 RENTAL ACTIVITY IN 329910 1720391 BLUE RIVER SERVICES INC BLUE RIVER COUNTRY TRACE II LLC 13590 GREENE STREET PALMYRA IN 47164 461270560 RENTAL ACTIVITY IN 69659 1032655 BLUE RIVER SERVICES INC BLUE RIVER COUNTY TRACE 3 LLC 13590 GREENE STREET PALMYRA IN 47164 471678085 RENTAL ACTIVITY IN 40679 795376 BLUE RIVER SERVICES INC GRANDVIEW MANOR SOUTH LLC 509 GRANDVIEW DRIVE SALEM IN 47167 474779885 RENTAL ACTIVITY IN 218375 1695538 BLUE RIVER SERVICES INC GRANDVIEW MANOR NORTH LLC 509 GRANDVIEW DRIVE SALEM IN 47167 853027158 RENTAL ACTIVITY IN 178374 2524962 BLUE RIVER SERVICES INC JACKSON COURT APARTMENTS LLC 202 WESTMINISTER DR 103 ALLEN CT SALEM IN 47167 714686769 RENTAL ACTIVITY IN 64055 1689985 BLUE RIVER SERVICES INC APPLE ORCHARD LLC 7752 APPLE ORCHARD LN NEW SALISBURY IN 47161 384123431 RENTAL ACTIVITY IN 162360 4082345 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 -69615 2681132 0 1 0.99990 COUNTRY TRACE LP 13590 GREENE STREET PALMYRA IN 47164 260459051 RENTAL ACTIVITY IN BLUE RIVER SERVICES INC RELATED -82210 1363578 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 1775444 CASH PAID