2024-11-20T11:04:33-05:00 2024-06-30 831606361 NUTTALL DONINI & ASSOCIATES CPA'S 5055 HIGHWAY A1A VERO BEACH FL 32963 990 2023-07-01 591087090 UNITED WAY OF INDIAN RIVER COUNTY INC UNIT 7725678900 PO BOX 1960 VERO BEACH FL 32961 MEREDITH EGAN CEO 7725678900 2024-10-04 false SCOTT A NUTTALL CPA P00290925 7722311040 2024-11-15 2023 2024-10-15 13:58:12Z MEREDITH EGAN 1836 14TH AVE VERO BEACH FL 32960 3694988 false X WWW.UNITEDWAYIRC.ORG X 1961 FL MISSION:TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. 22 22 15 1096 0 3199459 3019854 0 29367 84575 26785 58871 3255611 3163300 2237673 2280528 0 667006 725036 0 386804 599501 481809 3504180 3487373 -248569 -324073 3835382 3670617 1723334 1803835 2112048 1866782 X MISSION: TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. VISION: TO PROACTIVELY BUILD A STRONG, HEALTHY AND CARING COMMUNITY. WE SUPPORT 45 PROGRAMS AT 33 LOCAL HEALTH & HUMAN SERVICE AGENCIES. false false 2280528 2280528 UNITED WAY OF INDIAN RIVER COUNTY (UWIRC) IS A LOCALLY GOVERNED AND MANAGED NONPORFIT ORGANIZATON CONSISTING OF NINE FULL-TIME AND THREE PART-TIME STAFF AND RUN BY A 22 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 1,000 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 COMMITED 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 FY 23-24, UWIRC INVESTED 1,533,926 IN 501(C)(3) ORGANIZATIONS THROUGH THE TRADITIONAL COMMUNITY INVESTMENT PROCESS (LARGELY IN INDIAN RIVER COUNTY) AND OTHER COLLABORATIVES AND INITIATIVES SERVING IRC. AS OUR COMMUNITY CONTINUES TO BE IMPACTED BY SOCIOECONOMIC FACTORS BECAUSE OF THE COVID-19 PANDEMIC, UNITED WAY WORKED TO KEEP FAMILIES FED, HEALTHY, AND IN THEIR HOMES. MUCH OF THE WORK WAS FOCUSED ON STRATEGIC DISTRIBUTION OF COMMUNITY INVESTMENT AND AMREICAN 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. 617995 UWIRC RUNS AN ANNUAL CAMPAIGN, COORDINATES A COMMUNITY INVESTMENT PROCESS THROUGH AN OPEN RFP FUNDING PROCESS, RUNS THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM, MANAGES WWW.VOLUNTEERINDIANRIVERCOUNTY.ORG 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 COMMITEES. 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 THIRTEENTH YEAR OF OPERATING THE VITA PROGRAM, A TOTAL OF 1,863 TAX RETURNS WERE PROCESSED FOR QUALIFYING RESIDENTS OF INDIAN RIVER COUNTY AT NO COST TO THE CLIENTS, BRINGING MORE THAN 1,600,000 IN REFUNDS TO LOCAL RESIDENTS. IN ADDITION, THE EQUIVALENT COST SAVINGS TO CLIENTS FOR THIS FREE TAX SERVICE IS 384,340. UNITED WAY PARTNERS WITH SINGLECARE (FORMERLY FAMILYWIZE) TO PROIVDE COMMUNITY MEMBERS WITH ACCESS TO AFFORDABLE PRESCRIPTION MEDICATIONS, ENSURING GREATER HEALTH AND FINANCIAL STABILITY. PROVIDES DISASTER RECOVERY ASSISTANCE BY MANGING ESF15 (EMERGENCY SUPPORT FUNCTION - MANAGING VOLUNTEERS & DONATIONS) FOR INDIAN RIVER COUNTY'S EMERGENCY OPERATIONS CENTER. IN FY 23-24 UWIRC HAS PLAYED A LEAD ROLE IN SEVERAL COMMUNITY-WIDE INITIATIVES AND PROJECTS INCLUDING: AFFORDABLE HOUSING TASKFORCE, INDIAN RIVER COUNTY SENIOR COLLABORATIVE, 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. 2898523 true true false false false false false false false true true false false true false true false true false false false false false false true false false true true false false false false false false false false false true false false false false true false false false true 9 0 15 true false false false false false true true false false false false false false false false X 22 22 false false false false false false false true true false false true true true true true true true true false X X X TRICIA CROCCO 7725678900 1836 14TH AVE VERO BEACH FL 32960 MEREDITH EGAN CEO 38.00 2.00 X 87300 9700 12644 TRICIA CROCCO CFO 38.00 2.00 X 24000 2667 0 JAMIE BELL BOARD MEMBER 1.00 X 0 0 0 CHRIS BIEBER BOARD MEMBER 1.00 X 0 0 0 BETHANY BURT BOARD MEMBER 1.00 X 0 0 0 CURTIS CARPENTER BOARD MEMBER 1.00 X 0 0 0 JESSICA CHURCHILL TREASURER 1.00 X X 0 0 0 CHRIS ELLIS BOARD MEMBER 1.00 X 0 0 0 LAKISHA ERWIN SECRETARY 1.00 X X 0 0 0 KATHY HENDRIX BOARD MEMBER 1.00 X 0 0 0 CHRIS HILL BOARD MEMBER 1.00 X 0 0 0 TOR JONES BOARD MEMBER 1.00 X 0 0 0 CAROLE JEAN JORDAN BOARD MEMBER 1.00 X 0 0 0 JULIA KEENAN BOARD MEMBER 1.00 X 0 0 0 BRIAN MCMAHON BOARD MEMBER 1.00 X 0 0 0 DR KATIE NALL CHAIR ELECT 1.00 X X 0 0 0 CAPT ROSS PARTEE BOARD MEMBER 1.00 X 0 0 0 DR DAVID PETER BOARD MEMBER 1.00 X 0 0 0 JEFFREY PETERSEN CHAIR 1.00 X X 0 0 0 ANNE POSEY BOARD MEMBER 1.00 X 0 0 0 JEFFREY SCHLITT PAST CHAIR 1.00 X 0 0 0 SUZANNE SELDES BOARD MEMBER 1.00 X 0 0 0 DENISE SMITH BOARD MEMBER 1.00 X 0 0 0 CARYN TOOLE CIC CHAIR 1.00 X 0 0 0 111300 12367 12644 false false false 2316058 134255 323106 246435 96276 3019854 75159 75159 509673 499209 1048 10464 -1048 9416 9416 85502 31431 54071 54071 RENTAL INCOME 900099 4800 4800 4800 3163300 84575 58871 2265433 2265433 15095 15095 122680 66110 19629 36941 452625 252497 69464 130664 86806 47599 13608 25599 62925 38920 9297 14708 111656 60183 17865 33608 124724 41660 11400 71664 29395 2249 5539 21607 9081 6811 726 1544 43369 14339 8394 20636 5042 4395 271 376 47555 35832 3601 8122 25325 18994 2026 4305 MEMBERSHIP DUES 54304 16341 30212 7751 TRAINING/STAFF DEV 14390 10133 596 3661 BANK FEES 13632 1343 6804 5485 REPAIRS & MAINTENANCE 3336 589 2614 133 3487373 2898523 202046 386804 1035739 486202 43537 178308 424743 313790 107480 21004 26531 44657 1511936 729646 782247 782290 1155126 1612071 30869 229110 232295 3835382 3670617 90632 111777 1632702 1586431 105627 1723334 1803835 X 1203116 1105983 908932 760799 2112048 1866782 3835382 3670617 X -324073 78808 -1 X false true X true false X 3969330 5454507 2286898 3199459 3019854 17930048 3969330 5454507 2286898 3199459 3019854 17930048 165185 17764863 40187 55662 60881 46782 75159 278671 40017 35398 26695 54348 90302 246760 18455479 182822 0.96260 0.96220 X PART II, LINE 10 FUNDRAISING EVENTS & RENTAL INCOME 156,458 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5335867 500785 839803 232295 6444160 4833361 147000 584614 229108 5335867 5537175 177394 -658125 223083 4833361 4489913 108100 1149320 210158 5537175 4584691 86580 5450 186808 4489913 0.49350 0.40830 0.09820 false true true 160000 160000 1044467 507388 537079 124171 66174 57997 152429 149910 2519 30869 6174 24695 782290 DUE FROM FOUNDATION 232295 232295 X 3342896 78808 100788 179596 3163300 3163300 3588161 100788 100788 3487373 3487373 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT FUNDS ARE HELD AND ADMINISTERED BY THE UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY. THE INTENDED USE OF THE FUND IS TO SUPPORT UNITED WAY PARTNER AGENCY PROGRAMING AND OTHER COMMUNITED NEEDS AS DETERMINED BY UNITED WAY OF INDIAN RIVER COUNTY, INCLUDING DIRECT SERVICES PROVIDED BY UNITED WAY OF INDIAN RIVER COUNTY, EMERGENCY/CRISIS AND SPECIAL PROJECTS GRANTS, DISASTER RELIEF, AND OTHER UNITED WAY INITIATIVES IN INDIAN RIVER COUNTY. PART X - FIN 48 FOOTNOTE UWIRC AND THE FOUNDATION ARE BOTH NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SEC. 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, THE ENTITIES ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ENTITIES ARE NOT CLASSIFIED AS PRIVATE FOUNDATIONS. UNITED WAY HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 THERE ARE NO MATERIAL UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. UWIRC'S AND THE FOUNDATION'S TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES AND MAY CHANGE UPON EXAMINATION. SCHEDULE D, PAGE 3, PART X UWIRC AND THE FOUNDATION ARE BOTH NOT-FOR-PROFIT ORGANIZATIONS AS DESCRIBED IN SEC. 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH THE ENTITIES ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ENTITIES ARE NOT CLASSIFIED AS PRIVATE FOUNDATIONS. UNITED WAY HAS ANALYZED THE TAX POSTIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30,2024, THERE ARE NO MATERIAL UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. UWIRC'S AND THE FOUNDATION'S TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES AND MAY CHANGE UPON EXAMINATION. GOLF TOURNAMENT 37400 37400 10444 HOLIDAY CITRUS 18342 18342 11554 2 27084 27084 8967 82826 82826 30965 30965 51861 true ALZHEIMERS AND PARKINSONS 2300 5TH AVE 150 VERO BEACH FL 32960 522437723 501C3 12000 RESPITE:CARING FOR BIG BROTHERS BIG SISTERS 125 N 2ND STREET FORT PIERCE FL 34950 592455513 501C3 11250 PASSPORT TO EARLY BOYS AND GIRLS CLUB OF IRC 2926 PIPER DR VERO BEACH FL 32960 593623298 501C3 63000 PROJECT LEARN CAMP HAVEN 3256 US HWY 1 VERO BEACH FL 32960 454235195 501C3 18000 FINANCIAL STABILITY CATHOLIC CHARITIES OF THE DIOCESE 9995 N MILITARY TRAIL PALM BEACH GARDENS FL 33410 593129752 501C3 57000 HOMELESS FAMILIES CHILDCARE RESOURCES OF INDIAN RIVER 2300 FIFTH AVE SUITE 149 VERO BEACH FL 32960 650523165 501C3 25000 WELLNESS AND EARLY CHILDCARE RESOURCES OF INDIAN RIVER 2300 FIFTH AVE SUITE 149 VERO BEACH FL 32960 650523165 501C3 115000 CHILDCARE CHILDREN'S HOME SOCIETY OF FLORIDA 415 AVENUE A SUITE 100 FORT PIERCE FL 34950 590192430 501C3 31500 COMMUNITY PARTNERS CLEVELAND CLINIC 1000 36TH ST VERO BEACH FL 32960 650003177 501C3 75000 METAL HEALTH IOP CROSSOVER MISSION 1965 42ND AVE VERO BEACH FL 32960 465125222 501C3 8000 HEALTHY KIDS CROSSOVER MISSION 1965 42ND AVE VERO BEACH FL 32960 465125222 501C3 9750 TRANSCENDENCE CROSSOVER MISSION 1965 42ND AVE VERO BEACH FL 32960 465125222 501C3 72000 ACADEMIC AND SOCIAL DRUG ABUSE TREATMENT ASSOCIATION 1016 NORTH CLEMONS ST SUITE 200 JUPITER FL 33477 591363887 501C3 14000 OUTPATIENT TREATMENT DRUG ABUSE TREATMENT ASSOCIATION 1016 NORTH CLEMONS ST SUITE 200 JUPITER FL 33477 591363887 501C3 36960 NORMAN TREATMENT CEN EARLY LEARNING COALITION 2459 14TH AVE VERO BEACH FL 32960 651035652 501C3 11095 VPK COMPLETERS EVERGREEN MEDIA 865 16TH PL VERO BEACH FL 32960 853776679 74536 EMERGENCY RESPONSE GIFFORD YOUTH ACHIEVEMENT CENTER 4875 43RD AVENUE VERO BEACH FL 32967 431950911 501C3 28850 ASEP HABITAT FOR HUMANITY 4580 US-1 VERO BEACH FL 32967 270625538 501C3 18000 CRITICAL HOME REPAIR HEALTHY START COALITION 1555 INDIAN RIVER BLVD VERO BEACH FL 32967 270625538 501C3 67049 COMMUNITY RESPONSE F HIBISCUS CHILDRENS CENTER 1145 12TH ST VERO BEACH FL 32960 592632361 501C3 36000 PATHWAYS TO INDEPEND HOPE FOR FAMILIES CENTER 720 4TH ST VERO BEACH FL 32962 593129752 501C3 50000 HELPING HOMELESS FAM INDIAN RIVER COUNTY HEALTHY START 1615 10TH AVE VERO BEACH FL 32960 650363222 501C3 12775 HEALTHY FAMILIES INDIAN RIVER COUNTY HEALTHY START 1615 10TH AVE VERO BEACH FL 32960 650363222 501C3 29925 PARENTS AS TEACHERS INDIAN RIVER COUNTY HEALTHY START 1615 10TH AVE VERO BEACH FL 32960 650363222 501C3 45000 NURSE FAMILY PARTNER INDIAN RIVER COUNTY HEALTHY START 1615 10TH AVE VERO BEACH FL 32960 650363222 501C3 55000 BABIES AND BEYOND INDIAN RIVER COUNTY SCHOOL DISTRICT 6500 57TH ST VERO BEACH FL 32967 73500 PYSCH SERVICES INDIAN RIVER COUNTY SENIOR COLLABOR 1836 14TH AVE SUITE 204 VERO BEACH FL 32960 501C3 7500 SENIOR NAVIGATION LITERACY SERVICES OF IRC 1600 21ST ST VERO BEACH FL 32960 591987210 501C3 30000 ADULT & FAMILY LITER MENTAL HEALTH ASSOCIATION 820 37TH PLACE VERO BEACH FL 32960 591693337 501C3 85000 MHA WALK-IN CENTER MENTAL HEALTH COLLABORATIVE 2345 14TH AVE STE 5 VERO BEACH FL 32960 813960111 501C3 31083 COVID RESPONSE THER MENTAL HEALTH COLLABORATIVE 2345 14TH AVE STE 5 VERO BEACH FL 32960 813960111 501C3 41000 CONNECTIONS CENTER OTHER VARIOUS GRANTS 5000 AND INITIATIVES 190437 VARIOUS PELICAN ISLAND AUDUBON SOCIETY 195 OSLO RD VERO BEACH FL 32962 596197617 501C3 8000 AUDUBON ADVOCATES REDLANDS CHRISTIAN MIGRANT ASSOC PO BOX 369 FELLSMERE FL 32948 591221966 501C3 55800 EARLY LEARNING & SUP SAFE SPACE PO BOX 3822 VERO BEACH FL 32961 591983994 501C3 55000 SHELTER ADVOCACY SENIOR RESOURCE ASSOCIATION 694 14TH STREET VERO BEACH FL 32960 591539957 501C3 61000 ADULT DAY CARE SENIOR RESOURCE ASSOCIATION 694 14TH STREET VERO BEACH FL 32960 591539957 501C3 70000 MEALS ON WHEELS SUBSTANCE AWARENESS CENTER 1507 20TH STREET VERO BEACH FL 32960 650202835 501C3 12000 RECOVERY WORKS SUBSTANCE AWARENESS CENTER 1507 20TH STREET VERO BEACH FL 32960 650202835 501C3 29000 PREVENTION WORKS THE ARC OF INDIAN RIVER COUNTY 1375 16TH AVENUE VERO BEACH FL 32960 591626205 501C3 6960 GROUP PROGRAM THE LEARNING ALLIANCE 2066 14TH AVE VERO BEACH FL 32960 270725986 501C3 6000 MOONSHOT FAMILIES THE LEARNING ALLIANCE 2066 14TH AVE VERO BEACH FL 32960 270725986 501C3 24500 SUMMER PROGRAM THE SALVATION ARMY 2655 5TH ST SW VERO BEACH FL 32962 580660607 501C3 10000 HOMELESSNESS PREVENT TREASURE COAST COMMUNITY HEALTH 1555 US HWY 1 STE 105 VERO BEACH FL 32960 593219191 501C3 38000 DENTAL SERVICES TREASURE COAST FOOD BANK 401 ANGLE ROAD FORT PIERCE FL 34947 650123281 501C3 40000 MOBILE PANTRY TREASURE COAST HOMELESS SERVICES 2525 ST LUCIE AVE VERO BEACH FL 32960 522254571 501C3 47000 HOMELESS RESOURCE TYKES & TEENS 3577 SW CORPORATE PKWY PALM CITY FL 34901 650570899 501C3 150437 EMERGENCY RESPONSE UNITED AGAINST POVERTY 2050 40TH AVE STE B210 VERO BEACH FL 32960 113697936 501C3 22000 STEP PROGRAM VETERANS COUNCIL 2525 SAINT LUCIE AVE VERO BEACH FL 32961 592970832 501C3 17026 AMERICAN VETERANS VISITING NURSE ASSOCIATION 1110 35TH LANE VERO BEACH FL 32960 592664912 501C3 8000 CHRONIC DISESASE MAN YOUTH GUIDANCE MENTORING PROGRAM 1028 20TH PLACE STE B VERO BEACH FL 32960 650017325 501C3 15000 PRE-APPRENTICESHIP YOUTH GUIDANCE MENTORING PROGRAM 1028 20TH PLACE STE B VERO BEACH FL 32960 650017325 501C3 40000 MENTORING ACADEMY 49 3 PUBLIX EMERGENCY FUNDS 40 15095 SCHEDULE I, PAGE 1, PART I, LINE 2 ANNUAL CAMPAIGN GRANTS: ON AN ANNUAL BASIS, UNITED WAY REVIEWS FUNDED PROGRAMS THROUGH A CITIZEN'S REVIEW PROCESS. THE MATERIALS REVIEWED INCLUDE BOTH NARRATIVE PROGRAM INFORMATION AND ALSO BUDGET DETAIL ON BOTH THE AGENCY AND THE INDIVIDUAL PROGRAMS. AGENCIES ALSO ANNUALLY REPORT THE RESULTS ON THE PROGRAM OUTCOMES WHICH WERE ESTABLISHED IN THE PRIOR YEAR. THE UNITED WAY ALSO HAS QUARTERLY MEETINGS WITH THE CEO'S OF THE AGENCIES. UNITED WAY OF INDIAN RIVER WILL IDENTIFY COMMUNITY PARTNERS TO PROVIDE DIRECT ECONOMIC ASSISTANCE, VET ORGANIZATIONS AND MANAGE PROPER REPORTING TO ADHERE TO REQUIREMENTS WITH THE GOAL TO DISTRIBUTE DOLLARS ALLOTTED FOR THE AMERICAN RESUCE PLAN (ARP). THE AMERICAN RESCUE PLAN FUNDING WILL BE DIRECTED TO SUPPORT THE MENTAL HEALTH ISSUES THAT HAVE EMERGED AS A RESULT OF THE PANDEMIC. GRANT RECIPIENTS WILL BE REQUIRED TO PROVIDE ALL BACKUP DOCUMENTATION AND REPORTS. UNITED WAY OF INDIAN RIVER WILL AGGREGATE THESE REPORTS AND SUBMIT TO IDNIAN RIVER COUNTY TO FULFILL GRANT REQUIREMENTS. UNITED WAY OF INDIAN RIVER WILL PROVIDE THE STAFFING TO FULFILL THIS CONTRACT AND ADHERE TO COUNTY AND FEDERAL REQUIREMENTS. UNITED WAY OF INDIAN RIVER WILL PROVIDE UPDATES THE COUNTY, AND THE BOARD ON CLIENTS SERVED, DOLLARS ALLOCATED,ORGANIZATIONS FUNDED, AND PROGRAM TYPES SUPPORTED. THE INFORMATION WILL REMAIN CONFIDENTIAL AND STORED IN A SECURE FILE. ARP GRANT MONITORING PROCEDURES: UNITED WAY OF INDIAN RIVER WILL OVERSEE OPRATIONS OF THE ARP REQURESTS FOR FUNDING IN THE AREA OF MENTAL HEALTH. IDENTIFY COMMUNITY PARTNERS TO PROVIDE DIRECT ECONOMIC ASSISTANCE UNDER THE "INDIAN RIVER COUNTY ARP AGREEMENT" FOR THESE NEEDS. PUBLIX EMERGENCY FUND: FINANCIAL AID TO PUBLIX EMPLOYEES WHO HAVE FALLEN ON HARD TIMES AND NEED ONE TIME ASSISTANCE. NO PERSON RECEIVES MORE THAN 300 PER FISCAL YEAR, UNLESS AN INCREASED AMOUNT IS APPROVED BY THE CEO, AND THE MONEY IS PAID DIRECTLY TO UTILITY COMPANIES, RENTAL/REAL ESTATE, ETC, IN THE NAME OF THE EMPLOYEE. X 1 96276 false false false FORM 990, PAGE 2, PART III, LINE 4A UNITED WAY OF INDIAN RIVER COUNTY (UWIRC) IS A LOCALLY GOVERNED AND MANAGED NONPORFIT ORGANIZATON CONSISTING OF NINE FULL-TIME AND THREE PART-TIME STAFF AND RUN BY A 22 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 1,000 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 COMMITED 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 FY 23-24, UWIRC INVESTED 1,533,926 IN 501(C)(3) ORGANIZATIONS THROUGH THE TRADITIONAL COMMUNITY INVESTMENT PROCESS (LARGELY IN INDIAN RIVER COUNTY) AND OTHER COLLABORATIVES AND INITIATIVES SERVING IRC. AS OUR COMMUNITY CONTINUES TO BE IMPACTED BY SOCIOECONOMIC FACTORS BECAUSE OF THE COVID-19 PANDEMIC, UNITED WAY WORKED TO KEEP FAMILIES FED, HEALTHY, AND IN THEIR HOMES. MUCH OF THE WORK WAS FOCUSED ON STRATEGIC DISTRIBUTION OF COMMUNITY INVESTMENT AND AMREICAN 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. FORM 990, PAGE 2, PART III, LINE 4B UWIRC RUNS AN ANNUAL CAMPAIGN, COORDINATES A COMMUNITY INVESTMENT PROCESS THROUGH AN OPEN RFP FUNDING PROCESS, RUNS THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM, MANAGES WWW.VOLUNTEERINDIANRIVERCOUNTY.ORG 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 COMMITEES. 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 THIRTEENTH YEAR OF OPERATING THE VITA PROGRAM, A TOTAL OF 1,863 TAX RETURNS WERE PROCESSED FOR QUALIFYING RESIDENTS OF INDIAN RIVER COUNTY AT NO COST TO THE CLIENTS, BRINGING MORE THAN 1,600,000 IN REFUNDS TO LOCAL RESIDENTS. IN ADDITION, THE EQUIVALENT COST SAVINGS TO CLIENTS FOR THIS FREE TAX SERVICE IS 384,340. UNITED WAY PARTNERS WITH SINGLECARE (FORMERLY FAMILYWIZE) TO PROIVDE COMMUNITY MEMBERS WITH ACCESS TO AFFORDABLE PRESCRIPTION MEDICATIONS, ENSURING GREATER HEALTH AND FINANCIAL STABILITY. PROVIDES DISASTER RECOVERY ASSISTANCE BY MANGING ESF15 (EMERGENCY SUPPORT FUNCTION - MANAGING VOLUNTEERS & DONATIONS) FOR INDIAN RIVER COUNTY'S EMERGENCY OPERATIONS CENTER. IN FY 23-24 UWIRC HAS PLAYED A LEAD ROLE IN SEVERAL COMMUNITY-WIDE INITIATIVES AND PROJECTS INCLUDING: AFFORDABLE HOUSING TASKFORCE, INDIAN RIVER COUNTY SENIOR COLLABORATIVE, 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. FORM 990, PAGE 6, PART VI, LINE 11B FULL REVIEW BY FINANCE COMMITTEE WHO REPORTS TO THE BOARD THE FINDINGS AND SHARES A COPY OF THE 990. THE BOARD ACCEPTS THE 990 WITH THE AUDIT COMMITTEE'S APPROVAL. FORM 990, PAGE 6, PART VI, LINE 12C ALL OFFICERS, DIRECTORS, STAFF AND OTHER KEY ANNUAL CAMPAIGN VOLUNTEERS ANNUALLY SIGN A CODE OF ETHICS AND DISCLOSE CONFLICTS/POTENTIAL CONFLICTS IN WRITING. ADDITIONALLY, SHOULD OTHER CONFLICTS ARISE, THESE INDIVIDUALS ARE ASKED TO DECLARE THEM ORALLY. FORM 990, PAGE 6, PART VI, LINE 15A AN ANNUAL REVIEW IS CONDUCTED BY THE IMMEDIATE PAST-CHAIRMAN, CURRENT CHAIRMAN, AND CHAIRMAN-ELECT WHICH INCLUDES:1) A SELF EVALUATION NARRATIVE THAT SPEAKS TO THE SPECIFIC GOALS THAT WERE ESTABLISHED AT THE BEGINNING OF EACH YEAR; 2) RESPONSES FROM AN ANONYMOUS STAFF EVALUATION (EACH PERSON FAXES THEIR EVALUATION AND COMMENTS TO THE CURRENT CHAIRMAN; 3) AN EVALUATION FORM EXECUTED BY THE REVIEWERS; 4) A SUMMARY SECTION AND DISCUSSION OF FUTURE GOALS. COMPARABLE COMPENSATION DATA COMES FROM THE EXECUTIVE COMPENSATION SURVEY PROVIDED BY UNITED WAY WORLDWIDE. THIS SURVEY USUALLY INCLUDES DATA FROM SEVERAL HUNDRED LOCAL UNITED WAYS, IS COMPLETED EVERY TWO TO THREE YEARS. THE FINAL WRITTEN EVALUATION AND SALARY RECOMMENDATION ARE PRESENTED TO THE EXECUTIVE COMMITTEE FOR APPROVAL. FORM 990, PAGE 6, PART VI, LINE 15B SAME PROCESS AS ABOVE FOR TOP OFFICIALS FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS AND FORM 990 ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9 TO ADJUST BEGINNING NET ASSETS -1 UNITED WAY FOUNDATION OF IRC 1836 14TH AVENUE VERO BEACH FL 32960 274180892 ENDOWMENT FL 501C3 12A N/A false false false true false false false false false false false false false false false false false true false false UNITED WAY FOUNDATION OF IRC C 134255 UNITED WAY FOUNDATION OF IRC Q 98040