Nonprofit · EIN 59-1087090
UNITED WAY OF INDIAN RIVER COUNTY INC
Tax-exempt · VERO BEACH, FL 32961
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,676,980 | $5,333,449 | $343,531 | $3,899,966 | $1,713,118 | $2,186,848 |
| June 30, 2024 | 990 | $3,163,300 | $3,487,373 | -$324,073 | $3,670,617 | $1,803,835 | $1,866,782 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,424,604
- of which government grants
- $150,627
- Program service revenue
- $0
- Investment income
- $166,350
- Net gain from sales of assets
- $106,988
- Net income from fundraising events
- $86,026
- Other revenue
- $86,026
Expenses
- Grants and similar amounts paid
- $1,933,593
- Compensation of officers, directors and key employees
- $188,548
- Other salaries and wages
- $479,617
- Salaries, compensation and benefits (total)
- $831,253
- Professional fundraising fees
- $0
- Occupancy
- $15,826
- Depreciation
- $45,329
- Program services (functional)
- $4,783,972
- Management and general (functional)
- $275,868
- Fundraising (functional)
- $273,609
Balance sheet and other
- Total assets, start of year
- $3,670,617
- Total assets, end of year
- $3,899,966
- Total liabilities, end of year
- $1,713,118
- Net assets, end of year
- $2,186,848
- Land, buildings and equipment
- $739,979
- Publicly traded securities
- $1,515,030
- Net assets without donor restrictions
- $783,034
- Net assets with donor restrictions
- $1,403,814
- Gross receipts
- $6,272,576
- Employees
- 12
- Volunteers
- 961
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MEREDITH EGAN | CHIEF EXECUTIVE OFFICER Officer | 38 | $95,000 | $10,000 | $13,846 |
| TRICIA CROCCO | DIRECTOR OF FINANCE Officer | 38 | $72,000 | $8,000 | $10,043 |
| DR KATIE NALL | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMIE BELL | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CURTIS CARPENTER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JESSICA CHURCHILL | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHRIS BIEBER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN MCMAHON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DANA M APFELBAUM | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BETHANY BURT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RYAN BUTLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| AMBER CERDA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS ELLIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KATHY HENDRIX | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS HILL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| CAROLE JEAN JORDAN | BOARD MEMBER Trustee or director | 1 | $0 |
| MIKE MOSEL | BOARD MEMBER Trustee or director | 1 | $0 |
| CAPT ROSS PARTEE | BOARD MEMBER Trustee or director | 1 | $0 |
| ANNE POSEY | BOARD MEMBER Trustee or director | 1 | $0 |
| SUZANNE SELDES | BOARD MEMBER Trustee or director | 1 | $0 |
| DENISE D SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| CARYN TOOLE | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MEREDITH EGAN | CEO Officer | 38 | $87,300 | $9,700 | $12,644 |
| TRICIA CROCCO | CFO Officer | 38 | $24,000 | $2,667 | $0 |
| JAMIE BELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS BIEBER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BETHANY BURT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CURTIS CARPENTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JESSICA CHURCHILL | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHRIS ELLIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LAKISHA ERWIN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATHY HENDRIX | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS HILL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TOR JONES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CAROLE JEAN JORDAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JULIA KEENAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN MCMAHON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR KATIE NALL | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CAPT ROSS PARTEE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR DAVID PETER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEFFREY PETERSEN | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANNE POSEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEFFREY SCHLITT | PAST CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| SUZANNE SELDES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DENISE SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CARYN TOOLE | CIC CHAIR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1960, VERO BEACH, FL 32961-1960
- Principal officer (990 for 2024)
- MEREDITH EGAN, 1836 14TH AVE, 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
UNITED WAY OF INDIAN RIVER COUNTY'S MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY THROUGH FUNDRAISING, VOLUNTEERISM AND ADVOCACY. WE FUND OVER 40 LOCAL PROGRAMS AT MORE THAN 30 LOCAL AGENCIES THAT CREATE YOUTH OPPORTUNITIES, FOSTER A HEALTHY COMMUNITY AND DEVELOP FINANCIAL SECURITY. OUR DIRECT SERVICE PROGRAMS WORK TO BUILD COMMUNITY RESILIENCE.
Program accomplishments
- SEE SCHEDULE OExpenses $1,933,593 · grants $1,933,593
- SEE SCHEDULE OExpenses $2,850,379
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
- 59-1087090
- 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
- 1965
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $3,899,966
- Income (IRS master file)
- $6,272,576
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,676,980 | $5,333,449 | $3,899,966 | XML |
| 990 | June 2024 | $3,163,300 | $3,487,373 | $3,670,617 | XML |
| 990 | June 2023 | $3,255,611 | $3,504,180 | $3,835,382 | IRS |
| 990 | June 2022 | $3,196,437 | $3,222,446 | $4,332,853 | 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 59-1087090).
Questions about UNITED WAY OF INDIAN RIVER COUNTY INC
- What is the EIN of UNITED WAY OF INDIAN RIVER COUNTY INC?
- The employer identification number (EIN) of UNITED WAY OF INDIAN RIVER COUNTY INC is 59-1087090.
- Is UNITED WAY OF INDIAN RIVER COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to UNITED WAY OF INDIAN RIVER COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY 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 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 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 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 OF INDIAN RIVER COUNTY INC?
- The 990 for the year ended June 30, 2025 lists 23 people; 2 received compensation from the organization, the highest $95,000 (MEREDITH EGAN, CHIEF EXECUTIVE OFFICER).
- How much revenue does UNITED WAY OF INDIAN RIVER COUNTY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,676,980, expenses of $5,333,449 and total assets of $3,899,966 at year end.
Other nonprofits in VERO BEACH
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- ALBERT L UELTSCHI FOUNDATION EIN 55-0838858 · last filed 990-PF for 2025
- THE SEXTON FAMILY FOUNDATION EIN 13-7106277 · last filed 990-PF for 2024
- MARVIN DAVIDSON FAMILY FOUNDATION INC EIN 99-2903390 · last filed 990-PF for 2024
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- LEO AND YUKI GRAHAM FOUNDATION EIN 47-1930447 · last filed 990-PF for 2025
- DENISE & TONY GORMAN FAMILY FOUNDATION EIN 99-3066500 · last filed 990-PF for 2024
All nonprofits in VERO BEACH · Florida · Philanthropy, voluntarism and grantmaking foundations