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Nonprofiteer
← UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC

Form 990 for tax year 2024

Filed by UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC.

Totals

Total revenue
$1,578,209
Total expenses
$311,825
Contributions and grants received
$18,000
Grants paid
$177,320
Program service revenue
$0
Investment income
$1,560,209
Other revenue
$0
Total assets, end of year
$7,180,493
Total liabilities, end of year
$265,889
Net assets or fund balances, end of year
$6,914,604
Program services expenses (Part IX)
$194,115
Management and general expenses
$59,069
Fundraising expenses
$58,641
Program service expenses (Part III)
$194,115

Program services were 62.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $18,000

  • 3 · Investment income

    total $167,204 · excluded $167,204

  • 7a · Gross sales of assets other than inventory

    securities $7,116,343

  • 7b · Less cost or other basis and sales expenses

    securities $5,723,338

  • 7c · Gain or loss

    securities $1,393,005

  • 7d · Net gain or loss

    total $1,393,005 · related or exempt $1,393,005

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $177,320 · program services $177,320

  • 5 · Compensation of officers, directors and key employees

    total $20,342 · program services $1,017 · management and general $7,527 · fundraising $11,798

  • 7 · Other salaries and wages

    total $41,291 · program services $2,065 · management and general $15,277 · fundraising $23,949

  • 9 · Other employee benefits

    total $11,869 · program services $593 · management and general $4,392 · fundraising $6,884

  • 10 · Payroll taxes

    total $4,639 · program services $232 · management and general $1,716 · fundraising $2,691

  • 11f · Fees: investment management

    total $20,936 · management and general $20,936

  • 11g · Fees: other

    total $6,676 · program services $1,819 · management and general $2,472 · fundraising $2,385

  • 12 · Advertising and promotion

    total $8,481 · program services $8,481

  • 13 · Office expenses

    total $20 · program services $5 · management and general $6 · fundraising $9

  • 16 · Occupancy

    total $4,800 · program services $240 · management and general $1,776 · fundraising $2,784

  • 19 · Conferences, conventions and meetings

    total $1,653 · program services $1,653

  • 23 · Insurance

    total $6,044 · program services $302 · management and general $2,236 · fundraising $3,506

  • 24a · Other expenses: MEMBERSHIP DUES

    total $5,995 · program services $300 · management and general $2,372 · fundraising $3,323

  • 24b · Other expenses: PRINTING AND PUBLICATIO

    total $1,037 · program services $52 · management and general $92 · fundraising $893

  • 24c · Other expenses: TELEPHONE

    total $629 · program services $31 · management and general $233 · fundraising $365

  • 24d · Other expenses: POSTAGE

    total $93 · program services $5 · management and general $34 · fundraising $54

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1

  • 10a · Land, buildings and equipment: cost or other basis

    $1,029

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,029

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $6,676,454 · end of year $7,180,493

  • 25 · Other liabilities

    beginning of year $232,295 · end of year $265,889

  • 27 · Net assets without donor restrictions

    beginning of year $3,179,978 · end of year $3,375,915

  • 28 · Net assets with donor restrictions

    beginning of year $3,264,182 · end of year $3,538,689

Mission and programs · 2024

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.

Activities or mission (Part I)

THE UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY'S MISSION IS SOLELY FOCUSED ON BUILDING A PERMANENT ENDOWMENT TO FOREVER SUPPORT THE WORK OF UNITED WAY OF INDIAN RIVER COUNTY. UNITED WAY AFFORDS DONORS THE OPPORTUNITY TO LEAVE A LEGACY THROUGH TWO FUNDS. THE ANNUAL CAMPAIGN ENDOWMENT FUND PERPETUATES A DONOR'S GIFT TO UNITED WAY'S ANNUAL CAMPAIGN TO FUND PARTNER AGENCY PROGRAMS WHILE THE GENERAL ENDOWMENT FUND SUPPORTS ALL THE CRITICAL FUNCTIONS OF UNITED WAY THROUGH AN ANNUAL DISTRIBUTION.

  • SEE SCHEDULE O FOR EXPLANATION.

    Expenses $194,115 · Grants $177,320

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DANA M APFELBAUM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ALEX BATT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PETER CALFEE

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MEREDITH EGAN

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $118,846
    From this org
    $10,000
    From related orgs
    $95,000
    Other
    $13,846
    Hours/week
    2 + 38 related

  • CHRIS HILL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • STUART HIRSTEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARGO LIND

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • MIKE MCGEE

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DAWN MICHAEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KYLE MORGAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHARON NORTHRUP

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • DILLON ROBERTS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SUZANNE SELDES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JESSICA SCHMITT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LESLIE SWAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TRICIA CROCCO

    DIRECTOR OF FINANCE

    Total calculated
    $90,043
    From this org
    $8,000
    From related orgs
    $72,000
    Other
    $10,043
    Hours/week
    2 + 38 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202523299349300137

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