UNITED WAY OF INDIAN RIVER COUNTY INC

EIN: 591087090 501(c)(3) Philanthropy & Grantmaking

VERO BEACH, FL

Total Revenue
$5,676,980
Total Expenses
$5,333,449
Total Assets
$3,899,966
Net Assets
$2,186,848
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Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
FL
Principal Officer
MEREDITH EGAN
Phone
7725678900
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF INDIAN RIVER COUNTY INC, founded in 1961, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.7M in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. Expenses of $5.3M left a modest 6% surplus.

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 Service Accomplishments

Program 1
Expenses: $1,933,593

UNITED WAY OF INDIAN RIVER COUNTY (UWIRC) IS A LOCALLY GOVERNED AND MANAGED NONPROFIT ORGANIZATION CONSISTING OF NINE FULL-TIME AND THREE PART-TIME STAFF AND RUN BY A 21 MEMBER ALL VOLUNTEER BOARD OF...

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UNITED WAY OF INDIAN RIVER COUNTY (UWIRC) IS A LOCALLY GOVERNED AND MANAGED NONPROFIT ORGANIZATION CONSISTING OF NINE FULL-TIME AND THREE PART-TIME STAFF AND RUN BY A 21 MEMBER ALL VOLUNTEER BOARD OF DIRECTORS. UWIRC IS ONE OF APPROXIMATELY 1,100 LOCALLY RUN UNITED WAY AFFILIATES AROUND THE WORLD. LAST YEAR OVER APPROXIMATELY 960 VOLUNTEERS FROM THE COMMUNITY HELPED FURTHER UNITED WAY'S ACTIVITIES AND GOALS. NOT ONLY DOES UWIRC PARTNER WITH AGENCIES THAT HELP PEOPLE AND POSITIVELY IMPACT THIS COMMUNITY, BUT UWIRC IS COMMITTED TO PROVIDING OPPORTUNITIES, RESOURCES, AND SUPPORT FOR ORGANIZATIONS AND INITIATIVES IMPORTANT TO OUR COMMUNITY. UWIRC PROVIDES A VARIETY OF VALUE-ADDED SERVICES FOR THE GOOD OF THE COMMUNITY, BELOW IS MORE DETAIL ON ALL OF THESE SUPPORTS. IN FY24-25, UWIRC INVESTED $1,586,431 IN 501(C)(3) ORGANIZATIONS THROUGH THE TRADITIONAL COMMUNITY INVESTMENT PROCESS (LARGELY IN INDIAN RIVER COUNTY) AND OTHER COLLABORATIVES INITIATIVES AND SERVING IRC. MUCH OF THE WORK WAS FOCUSED ON STRATEGIC DISTRIBUTION OF COMMUNITY INVESTMENT AND AMERICAN RESCUE PROGRAM FUNDS. UWIRC LED THE EFFORT TO LEVERAGE LOCAL COORDINATION AND SUPPORT TO DISSEMINATE THESE CRITICAL RESOURCES TO KEEP FAMILIES SAFE, HEALTHY, AND IN THEIR HOMES.

Program 2
Expenses: $2,850,379

UWIRC RUNS AN ANNUAL CAMPAIGN, COORDINATES A COMMUNITY INVESTMENT PROCESS THROUGH AN OPEN RFP FUNDING PROCESS, RUNS THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM, AND RUNS THE UNITED WAY CENTER WHICH...

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UWIRC RUNS AN ANNUAL CAMPAIGN, COORDINATES A COMMUNITY INVESTMENT PROCESS THROUGH AN OPEN RFP FUNDING PROCESS, RUNS THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM, AND RUNS THE UNITED WAY CENTER WHICH HOUSES OUR COMMUNITY ROOM, BOARD ROOM AND A NON-PROFIT INCUBATION CENTER. IN ADDITION, OUR STAFF SIT ON A GREAT MANY COMMUNITY COMMITTEES. UWIRC'S NON-PROFIT INCUBATION CENTER PROVIDES FREE OFFICE SPACE, OFFICE FURNITURE, DESKTOP COMPUTER SYSTEMS AND INTERNET IN 5 OFFICES. ESTIMATED VALUE - $25,200. VOLUNTEER INCOME TAX ASSISTANCE (VITA): IN OUR FOURTEENTH YEAR OF OPERATING THE VITA PROGRAM, A TOTAL OF MORE THAN 2,500 TAX RETURNS WERE PROCESSED FOR QUALIFYING RESIDENTS OF INDIAN RIVER COUNTY AT NO COST TO THE CLIENTS, BRINGING MORE THAN $1.9 MILLION IN REFUNDS TO LOCAL RESIDENTS. IN ADDITION, THE EQUIVALENT COST SAVINGS TO CLIENTS FOR THIS FREE TAX SERVICE IS $550,000. PROVIDES DISASTER RECOVERY ASSISTANCE BY MANAGING ESF #15 (EMERGENCY SUPPORT FUNCTION - MANAGING VOLUNTEERS & DONATIONS) FOR INDIAN RIVER COUNTY'S EMERGENCY OPERATIONS CENTER. IN FY24-25 UWIRC HAS PLAYED A LEAD ROLE IN SEVERAL COMMUNITY-WIDE INITIATIVES AND PROJECTS INCLUDING: AFFORDABLE HOUSING TASKFORCE, THE ACCESS TO JUSTICE INITIATIVE AND CONTINUED ITS ACTIVE PARTICIPATION IN MENTAL HEALTH COLLABORATIVE, CHS COMMUNITY PARTNERSHIP SCHOOL AT DODGERTOWN, AND THE MOONSHOT COMMUNITY ACTION NETWORK. ADDITIONALLY, ALMOST ALL UWIRC STAFF SERVE ON BOARDS, COMMITTEES, COLLABORATIVES, INITIATIVES AND PROJECTS IN INDIAN RIVER COUNTY AND THE TREASURE COAST.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,424,604
Program Service Revenue $0
Investment Income $166,350
Other Revenue $86,026
TOTAL REVENUE $5,676,980

Expense Breakdown

Grants Paid $1,933,593
Salaries & Benefits $831,253
Fundraising Expenses $273,609
Program Expenses $4,783,972
Other Expenses $2,568,603
TOTAL EXPENSES $5,333,449

Year-over-Year Comparison

2024 2023 Change
Revenue $5,676,980 $3,163,300 +0.8%
Expenses $5,333,449 $3,487,373 +0.5%
Net Income $343,531 $-324,073 -2.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
21
Independent Members
21
Employees
12
Volunteers
961

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$208,889
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DR KATIE NALL CHAIR 1.00
Officer Director
$0 $0 $0
JAMIE BELL CHAIR-ELECT 1.00
Officer Director
$0 $0 $0
CURTIS CARPENTER SECRETARY 1.00
Officer Director
$0 $0 $0
JESSICA CHURCHILL TREASURER 1.00
Officer Director
$0 $0 $0
CHRIS BIEBER BOARD MEMBER 1.00
Director
$0 $0 $0
BRIAN MCMAHON BOARD MEMBER 1.00
Director
$0 $0 $0
DANA M APFELBAUM BOARD MEMBER 1.00
Director
$0 $0 $0
BETHANY BURT BOARD MEMBER 1.00
Director
$0 $0 $0
RYAN BUTLER BOARD MEMBER 1.00
Director
$0 $0 $0
AMBER CERDA BOARD MEMBER 1.00
Director
$0 $0 $0
CHRIS ELLIS BOARD MEMBER 1.00
Director
$0 $0 $0
KATHY HENDRIX BOARD MEMBER 1.00
Director
$0 $0 $0
CHRIS HILL BOARD MEMBER 1.00
Director
$0 $0 $0
FRED JONES BOARD MEMBER 1.00
Director
$0 $0 $0
CAROLE JEAN JORDAN BOARD MEMBER 1.00
Director
$0 $0 $0
MIKE MOSEL BOARD MEMBER 1.00
Director
$0 $0 $0
CAPT ROSS PARTEE BOARD MEMBER 1.00
Director
$0 $0 $0
ANNE POSEY BOARD MEMBER 1.00
Director
$0 $0 $0
SUZANNE SELDES BOARD MEMBER 1.00
Director
$0 $0 $0
DENISE D SMITH BOARD MEMBER 1.00
Director
$0 $0 $0
CARYN TOOLE BOARD MEMBER 1.00
Director
$0 $0 $0
MEREDITH EGAN CHIEF EXECUTIVE OFFICER 38.00
Officer
$95,000 $13,846 $118,846
TRICIA CROCCO DIRECTOR OF FINANCE 38.00
Officer
$72,000 $10,043 $90,043
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $5,676,980 $5,333,449 $3,899,966 $343,531
2024 $3,163,300 $3,487,373 $3,670,617 $-324,073
2023 $3,255,611 $3,504,180 $3,835,382 $-248,569
2022 $3,196,437 $3,222,446 $4,332,853 $-26,009
2021 $5,529,846 $5,464,698 $4,781,549 $65,148
2020 $3,926,612 $3,784,205 $4,245,738 $142,407
2019 $2,866,705 $3,062,495 $3,991,982 $-195,790
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