Nonprofit · EIN 27-4180892
UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC
Tax-exempt · VERO BEACH, FL 32960
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,578,209 | $311,825 | $1,266,384 | $7,180,493 | $265,889 | $6,914,604 |
| June 30, 2024 | 990 | $989,245 | $250,051 | $739,194 | $6,676,455 | $232,295 | $6,444,160 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $18,000
- Program service revenue
- $0
- Investment income
- $1,560,209
- Net gain from sales of assets
- $1,393,005
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $177,320
- Compensation of officers, directors and key employees
- $20,342
- Other salaries and wages
- $41,291
- Salaries, compensation and benefits (total)
- $78,141
- Professional fundraising fees
- $0
- Occupancy
- $4,800
- Program services (functional)
- $194,115
- Management and general (functional)
- $59,069
- Fundraising (functional)
- $58,641
Balance sheet and other
- Total assets, start of year
- $6,676,455
- Total assets, end of year
- $7,180,493
- Total liabilities, end of year
- $265,889
- Net assets, end of year
- $6,914,604
- Publicly traded securities
- $7,180,493
- Net assets without donor restrictions
- $3,375,915
- Net assets with donor restrictions
- $3,538,689
- Gross receipts
- $7,301,547
- Employees
- 0
- Volunteers
- 15
- Year formed
- 2010
- 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 |
|---|---|---|---|---|---|
| MEREDITH EGAN | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 2 | $10,000 | $95,000 | $13,846 |
| TRICIA CROCCO | DIRECTOR OF FINANCE Officer | 2 | $8,000 | $72,000 | $10,043 |
| DANA M APFELBAUM | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ALEX BATT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PETER CALFEE | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHRIS HILL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STUART HIRSTEIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARGO LIND | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MIKE MCGEE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAWN MICHAEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KYLE MORGAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SHARON NORTHRUP | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DILLON ROBERTS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUZANNE SELDES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JESSICA SCHMITT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LESLIE SWAN | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MEREDITH EGAN | CEO Officer | 2 | $9,700 | $87,300 | $12,644 |
| TRICIA CROCCO | CFO Officer | 2 | $2,667 | $24,000 | $0 |
| ALEX BATT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PETER CALFEE | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHRIS HILL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STUART HIRSTEIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARGO LIND | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MIKE MCGEE | SECRETARY Trustee or director | 1 | $0 | $0 | $0 |
| DAWN MICHAEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KYLE MORGAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHAD MORRISON | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHARON NORTHRUP | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DILLON ROBERTS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUZANNE SELDES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LESLIE SWAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1836 14TH AVE, VERO BEACH, FL 32960-0620
- In care of
- % MICHAEL KINT
- Principal officer (990 for 2024)
- MEREDITH EGAN, 1836 14TH AVENUE, VERO BEACH, FL 32960
- Signed the 990
- MEREDITH EGAN, CHIEF EXECUTIVE OFFICER
- Phone
- (772) 567-8900
- Website
- WWW.UNITEDWAYIRC.ORG
- Return prepared by
- OFFUTT BARTON SCHLITT LLC
Mission
THE UNITED WAY FOUNDATION IS SOLELY FOCUSED ON BUILDING A PERMANENT ENDOWMENT TO FOREVER SUPPORT THE WORK OF UNITED WAY OF INDIAN RIVER COUNTY. LONGTERM IN SCOPE, THE FOUNDATION AFFORDS DONORS THE OPPORTUNITY TO LEAVE A LEGACY AND EXTEND THEIR SUPPORT OF UNITED WAY BEYOND THEIR LIFETIME PRIMARILY THROUGH BEQUESTS AND OTHER PLANNED GIFTS.
Program accomplishments
- SEE SCHEDULE O FOR EXPLANATION.Expenses $194,115 · grants $177,320
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
- 27-4180892
- 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
- 2012
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $7,180,493
- Income (IRS master file)
- $7,301,547
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,578,209 | $311,825 | $7,180,493 | XML |
| 990 | June 2024 | $989,245 | $250,051 | $6,676,455 | XML |
| 990 | June 2023 | $373,122 | $245,966 | $5,564,977 | IRS |
| 990 | June 2022 | $707,393 | $241,719 | $5,056,498 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 27-4180892).
Questions about UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC
- What is the EIN of UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC?
- The employer identification number (EIN) of UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC is 27-4180892.
- Is UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY 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 FOUNDATION OF INDIAN RIVER COUNTY 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 FOUNDATION OF INDIAN RIVER COUNTY 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 FOUNDATION OF INDIAN RIVER COUNTY INC?
- The 990 for the year ended June 30, 2025 names MEREDITH EGAN.
- Who are the officers and directors of UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC?
- The 990 for the year ended June 30, 2025 lists 16 people; 2 received compensation from the organization, the highest $10,000 (MEREDITH EGAN, CHIEF EXECUTIVE OFFICER).
- How much revenue does UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,578,209, expenses of $311,825 and total assets of $7,180,493 at year end.
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All nonprofits in VERO BEACH · Florida · Philanthropy, voluntarism and grantmaking foundations