Nonprofit · EIN 59-0946642
UNITED WAY OF MARION CO INC
Tax-exempt · OCALA, FL 34470
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,438,352 | $2,583,667 | $854,685 | $4,930,195 | $111,599 | $4,818,596 |
| June 30, 2024 | 990 | $2,274,952 | $2,218,906 | $56,046 | $4,139,055 | $175,144 | $3,963,911 |
| June 30, 2023 | 990 | $1,488,847 | $2,332,718 | -$843,871 | $3,927,558 | $19,693 | $3,907,865 |
| June 30, 2022 | 990 | $16,249,109 | $16,913,888 | -$664,779 | $4,846,839 | $95,103 | $4,751,736 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,229,283
- of which government grants
- $907,271
- Membership dues
- $400
- Program service revenue
- $0
- Investment income
- $208,769
- Other revenue
- $300
Expenses
- Grants and similar amounts paid
- $758,438
- Compensation of officers, directors and key employees
- $108,675
- Other salaries and wages
- $854,954
- Salaries, compensation and benefits (total)
- $1,177,341
- Professional fundraising fees
- $0
- Occupancy
- $44,564
- Depreciation
- $12,541
- Program services (functional)
- $1,990,414
- Management and general (functional)
- $342,078
- Fundraising (functional)
- $251,175
Balance sheet and other
- Total assets, start of year
- $4,139,055
- Total assets, end of year
- $4,930,195
- Total liabilities, end of year
- $111,599
- Net assets, end of year
- $4,818,596
- Land, buildings and equipment
- $230,877
- Publicly traded securities
- $3,462,441
- Net assets without donor restrictions
- $4,818,596
- Gross receipts
- $3,438,352
- Employees
- 24
- Volunteers
- 0
- Year formed
- 1961
- 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 |
|---|---|---|---|
| ROBERT HAIGHT | PRESIDENT & CEO Highest-paid employee | 45 | $108,675 |
| Dr James Henningsen | Chair Trustee or director | 2 | $0 |
| Alan Keesee | chair Trustee or director | 2 | $0 |
| Doug Day | Treasurer Trustee or director | 2 | $0 |
| Ken Ausley | Board Memeber Trustee or director | 2 | $0 |
| kevin Sheilley | vC Administration Trustee or director | 2 | $0 |
| Linda Allcott | VC Administration Trustee or director | 2 | $0 |
| Chris Carlisle | Board Memeber Trustee or director | 2 | $0 |
| Matt Clay | Board Memeber Trustee or director | 2 | $0 |
| Kourtney Corcoran | Board Memeber Trustee or director | 2 | $0 |
| Matt Cretul | Board Memeber Trustee or director | 2 | $0 |
| Dale French | Board Memeber Trustee or director | 2 | $0 |
| Kunal Gaekwad | Board Memeber Trustee or director | 2 | $0 |
| Willam Gladson | Board Memeber Trustee or director | 2 | $0 |
| Mark Lander | Board Memeber Trustee or director | 2 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michelle Stone | Board Memeber Trustee or director | 2 | $0 |
| Chirs Altobellow | board Memeber Trustee or director | 2 | $0 |
| Rashad Jones | Board Memeber Trustee or director | 2 | $0 |
| Pete Lee | Board Memeber Trustee or director | 2 | $0 |
| Kristy Rowland | Board Memeber Trustee or director | 2 | $0 |
| Charles McIntosh | Board Memeber Trustee or director | 2 | $0 |
| Loren Thrasher | Board Memeber Trustee or director | 2 | $0 |
| Laurie Ann Truluck | Board Memeber Trustee or director | 2 | $0 |
| Mike Virnig | Board Memeber Trustee or director | 2 | $0 |
| David Willis MD | Board Memeber Trustee or director | 2 | $0 |
| Lina Piedrahita | Board Memeber Trustee or director | 2 | $0 |
| Diana Williams | Board Memeber Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT HAIGHT | PRESIDENT & CEO Trustee or director | 45 | $103,870 |
| Dr James Henningsen | Chair Trustee or director | 2 | $0 |
| Jared Jack Konstanty | Annual Giving Chair Trustee or director | 2 | $0 |
| Peggy Bourne | Secretary Trustee or director | 2 | $0 |
| Rusty Branson | Treasurer Trustee or director | 2 | $0 |
| Kevin Sheilley | VC Strategic Planning Trustee or director | 2 | $0 |
| Linda Allcott | VC Administration Trustee or director | 2 | $0 |
| Greg Harrell | Chair of the Board Elect Trustee or director | 2 | $0 |
| Linda Allcott | Board Memeber Trustee or director | 2 | $0 |
| Margarete Talbert-Irving | Board Memeber Trustee or director | 2 | $0 |
| Kristy Rowland | Board Memeber Trustee or director | 2 | $0 |
| Shane Alexander | Board Memeber Trustee or director | 2 | $0 |
| Kevin Sheilley | Board Memeber Trustee or director | 2 | $0 |
| Chris Altobello | Board Memeber Trustee or director | 2 | $0 |
| Mark Lander | Board Memeber Trustee or director | 2 | $0 |
| Michelle Stone | Board Memeber Trustee or director | 2 | $0 |
| Peggy Bourne | Board Memeber Trustee or director | 2 | $0 |
| Rich Larkin | Board Memeber Trustee or director | 2 | $0 |
| Chuck Trout | Board Memeber Trustee or director | 2 | $0 |
| Rusty Branson | Board Memeber Trustee or director | 2 | $0 |
| Charles McIntosh | Board Memeber Trustee or director | 2 | $0 |
| Mark Vianello | Board Memeber Trustee or director | 2 | $0 |
| Gregory C Harrell | Board Memeber Trustee or director | 2 | $0 |
| Lisa Patton | Board Memeber Trustee or director | 2 | $0 |
| David Willis MD | Board Memeber Trustee or director | 2 | $0 |
| Lina Piedrahita | Board Memeber Trustee or director | 2 | $0 |
| Adam Woods | Board Memeber Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 28 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dr James Henningsen | Chair Trustee or director | 2 | $0 |
| Jared Jack Konstanty | Annual Giving Chair Trustee or director | 2 | $0 |
| Peggy Bourne | Secretary Trustee or director | 2 | $0 |
| Rusty Branson | Treasurer Trustee or director | 2 | $0 |
| Kevin Sheilley | VC Strategic Planning Trustee or director | 2 | $0 |
| Linda Allcott | VC Administration Trustee or director | 2 | $0 |
| Greg Harrell | Chair of the Board Elect Trustee or director | 2 | $0 |
| Linda Allcott | Board Memeber Trustee or director | 2 | $0 |
| Margarete Talbert-Irving | Board Memeber Trustee or director | 2 | $0 |
| Kristy Rowland | Board Memeber Trustee or director | 2 | $0 |
| Shane Alexander | Board Memeber Trustee or director | 2 | $0 |
| Kevin Sheilley | Board Memeber Trustee or director | 2 | $0 |
| Chris Altobello | Board Memeber Trustee or director | 2 | $0 |
| Mark Lander | Board Memeber Trustee or director | 2 | $0 |
| Michelle Stone | Board Memeber Trustee or director | 2 | $0 |
| Peggy Bourne | Board Memeber Trustee or director | 2 | $0 |
| Rich Larkin | Board Memeber Trustee or director | 2 | $0 |
| Chuck Trout | Board Memeber Trustee or director | 2 | $0 |
| Rusty Branson | Board Memeber Trustee or director | 2 | $0 |
| Charles McIntosh | Board Memeber Trustee or director | 2 | $0 |
| Mark Vianello | Board Memeber Trustee or director | 2 | $0 |
| Gregory C Harrell | Board Memeber Trustee or director | 2 | $0 |
| Lisa Patton | Board Memeber Trustee or director | 2 | $0 |
| David Willis MD | Board Memeber Trustee or director | 2 | $0 |
| Dr James Henningsen | Board Memeber Trustee or director | 2 | $0 |
| Lina Piedrahita | Board Memeber Trustee or director | 2 | $0 |
| Adam Woods | Board Memeber Trustee or director | 2 | $0 |
| ROBERT HAIGHT | PRESIDENT & CEO Trustee or director | 45 | $0 |
990 for the year ended June 30, 2022: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANE ALEXANDER | BOARD MEMBER Trustee or director | 2 | $0 |
| LINDA ALLCOTT | BOARD MEMBER Trustee or director | 2 | $0 |
| CHRIS ALTOBELLO | BOARD MEMBER Trustee or director | 2 | $0 |
| PEGGY BOURNE | BOARD MEMBER Trustee or director | 2 | $0 |
| DR JAMES HENNINGSEN | BOARD MEMBER Trustee or director, Officer | 2 | $0 |
| JARED JACK KONSTANTY | BOARD MEMBER Trustee or director | 2 | $0 |
| MARK LANDER | BOARD MEMBER Trustee or director | 2 | $0 |
| RICH LARKIN | BOARD MEMBER Trustee or director | 2 | $0 |
| CHARLES MCINTOSH | BOARD MEMBER Trustee or director | 2 | $0 |
| LISA PATTON | BOARD MEMBER Trustee or director | 2 | $0 |
| LINA PIEDRAHITA | BOARD MEMBER Trustee or director | 2 | $0 |
| CHUCK TROUT | BOARD MEMBER Trustee or director | 2 | $0 |
| DR DAVID WILLIS | BOARD MEMBER Trustee or director | 2 | $0 |
| ADAM WOODS | BOARD MEMBER Trustee or director | 2 | $0 |
| RUSTY BRANSON | TREASURER Officer | 2 | $0 |
| ERIN BUSS | VC ADMINISTR Officer | 2 | $0 |
| LAUREN DEBRICK | SECRETARY Officer | 2 | $0 |
| ROBERT HAIGHT | PRESIDENT & Officer | 45 | $0 |
| KEVIN SHEILLEY | STRATEGIC PL Officer | 2 | $0 |
| MARK VIANELLO | ANNUAL FUNDR Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1404 NE 2ND ST, OCALA, FL 34470-0000
- Principal officer (990 for 2024)
- ROBERT HAIGHT, 1401 Ne 2Nd Street, Ocala, FL 34470
- Signed the 990
- ROBERT HAIGHT, KEY EMPLOYEE
- Phone
- (352) 732-9696
- Website
- https://www.uwmc.org/
- Return prepared by
- POWELL AND JONES CPA
Mission
united Way of Marion County improves the lives of individuals and families, building a strong community by uniting people and organizations to create measurable results and a lasting impact. We work with businesses, government, schools, faith groups, the media, individual community members, and nonprofits - because it takes the whole community to create a lasting impact. We believe in advancing the common good through a strategic focus on the building blocks of a good life - education, financial stability, and health. The ability to effect positive change begins with a single act: your decision to give in a way that matters to you. Whether money, time, or your voice, your action is combined with those of your neighbors, and together, the power to make an impact is multiplied. The generosity of our donors enables us to provide grants for outcome-based programs and collaborative projects that address core needs and achieve lasting, measurable results.
Program accomplishments
- United Way of Marion County focuses on education, financial stability, and health. It invests in partner agencies serving Marion County and offers residents 24/7 Information and Referral through 211. United Way of Marion County also provides direct services through the Community Partnership Schools, Strong Families, ReadingPals, and Volunteer Individual Tax Assistance (VITA).Expenses $1,990,414 · grants $758,438
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
- 59-0946642
- 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
- 1964
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $4,930,195
- Income (IRS master file)
- $3,438,352
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,438,352 | $2,583,667 | $4,930,195 | IRS |
| 990 | June 2024 | $2,274,952 | $2,218,906 | $4,139,055 | IRS |
| 990 | June 2023 | $1,488,847 | $2,332,718 | $3,927,558 | XML |
| 990 | June 2022 | $16,249,109 | $16,913,888 | $4,846,839 | XML |
| 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 59-0946642).
Questions about UNITED WAY OF MARION CO INC
- What is the EIN of UNITED WAY OF MARION CO INC?
- The employer identification number (EIN) of UNITED WAY OF MARION CO INC is 59-0946642.
- Is UNITED WAY OF MARION CO INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to UNITED WAY OF MARION CO INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF MARION CO 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 MARION CO 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 MARION CO 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 MARION CO INC?
- The 990 for the year ended June 30, 2025 names ROBERT HAIGHT.
- Who are the officers and directors of UNITED WAY OF MARION CO INC?
- The 990 for the year ended June 30, 2025 lists 27 people; 1 received compensation from the organization, the highest $108,675 (ROBERT HAIGHT, PRESIDENT & CEO).
- How much revenue does UNITED WAY OF MARION CO INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,438,352, expenses of $2,583,667 and total assets of $4,930,195 at year end.
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All nonprofits in OCALA · Florida · Philanthropy, voluntarism and grantmaking foundations