Nonprofit · EIN 20-3521388
UNITED WAY OF MARTIN COUNTY FOUNDATION INC
Tax-exempt · STUART, FL 34995
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $549,309 | $144,741 | $404,568 | $8,957,410 | $20,449 | $8,936,961 |
| June 30, 2024 | 990 | $648,536 | $156,589 | $491,947 | $8,214,144 | $21,628 | $8,192,516 |
| June 30, 2023 | 990 | $1,008,819 | $146,414 | $862,405 | $7,555,772 | $19,502 | $7,536,270 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $136,885
- Program service revenue
- $0
- Investment income
- $407,139
- Net gain from sales of assets
- $126,992
- Net income from fundraising events
- $5,285
- Other revenue
- $5,285
Expenses
- Grants and similar amounts paid
- $22,500
- Other salaries and wages
- $22,624
- Salaries, compensation and benefits (total)
- $25,889
- Professional fundraising fees
- $0
- Accounting fees
- $7,000
- Travel
- $13
- Program services (functional)
- $22,500
- Fundraising (functional)
- $122,241
Balance sheet and other
- Total assets, start of year
- $8,214,144
- Total assets, end of year
- $8,957,410
- Total liabilities, end of year
- $20,449
- Net assets, end of year
- $8,936,961
- Publicly traded securities
- $7,741,300
- Net assets without donor restrictions
- $3,756,940
- Net assets with donor restrictions
- $5,180,021
- Gross receipts
- $4,116,101
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2005
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CAROL HOUWAART-DIEZ | SECRETARY Officer | 4 | $0 | $165,614 | $47,878 |
| CHARLES R CLEAVER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROBERT WEISSMAN | EX OFFICIO Trustee or director | 2 | $0 | $0 | $0 |
| THOMAS CAMPENNI | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| RANDY PENNINGTON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| STEPHEN A PINNACOLI | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DENNIS LONGSTREET | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| GREGORY R NUTTALL | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BETSY HEROLD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| PHIL WINTERCORN | VICE CHAIR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CAROL HOUWAART-DIEZ | SECRETARY Officer | 4 | $0 | $157,656 | $42,411 |
| THERESA SCHINEIS | VP FINANCE Officer | 6 | $0 | $95,711 | $26,109 |
| CHARLES R CLEAVER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROBERT WEISSMAN | EX OFFICIO Trustee or director | 2 | $0 | $0 | $0 |
| THOMAS CAMPENNI | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| RANDY PENNINGTON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| STEPHEN A PINNACOLI | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DENNIS LONGSTREET | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| GREGORY R NUTTALL | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BETSY HEROLD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| PHIL WINTERCORN | VICE CHAIR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CAROL HOUWAART-DIEZ | SECRETARY Officer | 4 | $0 | $158,856 | $42,693 |
| THERESA SCHINEIS | VP FINANCE Officer | 6 | $0 | $99,096 | $24,335 |
| ELISABETH GLYNN | DIRECTOR OF PHILANTHROPY Officer | 14.8 | $0 | $88,772 | $16,069 |
| CHARLES R CLEAVER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROBERT WEISSMAN | EX OFFICIO Trustee or director | 2 | $0 | $0 | $0 |
| THOMAS CAMPENNI | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| RANDY PENNINGTON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| STEPHEN A PINNACOLI | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DENNIS LONGSTREET | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| GREGORY R NUTTALL | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| CAROL WEBB | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BETSY HEROLD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| PHIL WINTERCORN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 362, STUART, FL 34995-0362
- In care of
- % PATRICIA C DAUM
- Principal officer (990 for 2024)
- CAROL HOUWAART-DIEZ, POST OFFICE BOX 362, STUART, FL 34995
- Signed the 990
- GREGORY R NUTTALL, TREASURER
- Phone
- (772) 283-4800
- Website
- WWW.UNITEDWAYMARTIN.ORG
- Return prepared by
- Berger Toombs Elam Gaines & Frank CPA
Mission
THE UNITED WAY OF MARTIN COUNTY FOUNDATION IS AN INDEPENDENT PUBLIC CHARITY UNIQUELY POSITIONED TO ACCEPT LEGACY GIFTS AND BUILD AN ENDOWMENT FUND TO MEET THE CURRENT AND FUTURE UNMET NEEDS IN MARTIN COUNTY.
Program accomplishments
- GRANTS AND AWARDS FROM ENDOWED GIFTSExpenses $22,500 · grants $22,500
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
- 20-3521388
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $8,957,410
- Income (IRS master file)
- $4,116,101
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $549,309 | $144,741 | $8,957,410 | IRS |
| 990 | June 2024 | $648,536 | $156,589 | $8,214,144 | IRS |
| 990 | June 2023 | $1,008,819 | $146,414 | $7,555,772 | XML |
| 990 | June 2022 | $1,134,645 | $148,843 | $6,363,912 | 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 20-3521388).
Questions about UNITED WAY OF MARTIN COUNTY FOUNDATION INC
- What is the EIN of UNITED WAY OF MARTIN COUNTY FOUNDATION INC?
- The employer identification number (EIN) of UNITED WAY OF MARTIN COUNTY FOUNDATION INC is 20-3521388.
- Is UNITED WAY OF MARTIN COUNTY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to UNITED WAY OF MARTIN COUNTY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does UNITED WAY OF MARTIN COUNTY FOUNDATION INC 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 UNITED WAY OF MARTIN COUNTY FOUNDATION INC 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 UNITED WAY OF MARTIN COUNTY FOUNDATION INC 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 UNITED WAY OF MARTIN COUNTY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names CAROL HOUWAART-DIEZ.
- Who are the officers and directors of UNITED WAY OF MARTIN COUNTY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does UNITED WAY OF MARTIN COUNTY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $549,309, expenses of $144,741 and total assets of $8,957,410 at year end.
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All nonprofits in STUART · Florida · Philanthropy, voluntarism and grantmaking foundations