2025-11-25T13:18:22-06:00 2025-06-30 461585527 OFFUTT BARTON SCHLITT LLC 570 BEACHLAND BLVD VERO BEACH FL 32963 990 2024-07-01 274180892 UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC UNIT 7725678900 1836 14TH AVE VERO BEACH FL 32960 MEREDITH EGAN CHIEF EXECUTIVE OFFICER 7725678900 2025-11-10 1 0 SEAN STANTON P02405814 7722312100 2025-11-25 2024 2025-03-06 01:10:19Z MEREDITH EGAN 1836 14TH AVENUE VERO BEACH FL 32960 7301547 0 X WWW.UNITEDWAYIRC.ORG X 2010 FL 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. 14 14 0 15 0 0 500784 18000 0 0 488461 1560209 0 0 989245 1578209 134255 177320 0 0 64443 78141 0 0 58641 51353 56364 250051 311825 739194 1266384 6676455 7180493 232295 265889 6444160 6914604 X 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. 0 0 194115 177320 SEE SCHEDULE O FOR EXPLANATION. 194115 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X TRICIA CROCCO 7725678900 1836 14TH AVENUE VERO BEACH FL 32960 DANA M APFELBAUM BOARD MEMBER 1.00 1.00 X 0 0 0 ALEX BATT BOARD MEMBER 1.00 X 0 0 0 PETER CALFEE TREASURER 1.00 X X 0 0 0 MEREDITH EGAN CHIEF EXECUTIVE OFFICER 2.00 38.00 X X 10000 95000 13846 CHRIS HILL BOARD MEMBER 1.00 1.00 X 0 0 0 STUART HIRSTEIN BOARD MEMBER 1.00 X 0 0 0 MARGO LIND CHAIRMAN 1.00 X X 0 0 0 MIKE MCGEE SECRETARY 1.00 X X 0 0 0 DAWN MICHAEL BOARD MEMBER 1.00 X 0 0 0 KYLE MORGAN BOARD MEMBER 1.00 X 0 0 0 SHARON NORTHRUP VICE CHAIRMAN 1.00 X X 0 0 0 DILLON ROBERTS BOARD MEMBER 1.00 X 0 0 0 SUZANNE SELDES BOARD MEMBER 1.00 1.00 X 0 0 0 JESSICA SCHMITT BOARD MEMBER 1.00 X 0 0 0 LESLIE SWAN BOARD MEMBER 1.00 X 0 0 0 TRICIA CROCCO DIRECTOR OF FINANCE 2.00 38.00 X 8000 72000 10043 18000 167000 23889 0 0 0 0 0 18000 18000 167204 167204 7116343 5723338 1393005 1393005 1393005 1578209 1393005 0 167204 177320 177320 20342 1017 7527 11798 41291 2065 15277 23949 11869 593 4392 6884 4639 232 1716 2691 20936 20936 6676 1819 2472 2385 8481 8481 20 5 6 9 4800 240 1776 2784 1653 1653 6044 302 2236 3506 MEMBERSHIP DUES 5995 300 2372 3323 PRINTING AND PUBLICATIO 1037 52 92 893 TELEPHONE 629 31 233 365 POSTAGE 93 5 34 54 311825 194115 59069 58641 1 1029 1029 0 0 6676454 7180493 6676455 7180493 232295 265889 232295 265889 X 3179978 3375915 3264182 3538689 6444160 6914604 6676455 7180493 1266384 -795939 -1 0 X 0 1 X 1 0 X X 1 UNITED WAY OF IRC 591087090 10 1 177320 0 1 177320 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6444159 18000 743334 290889 6914604 5335867 500785 839802 232295 6444159 4833361 147000 584614 229108 5335867 5537175 177394 -658125 223083 4833361 4489913 108100 1149320 210158 5537175 0.48820 0.38320 0.12860 0 0 1029 1029 0 0 DUE TO UWIRC FROM FOUNDATION 265889 265889 X 761334 -795939 -795939 1557273 20936 20936 1578209 290889 0 290889 20936 20936 311825 PART X, LINE 2: 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 POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, 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. PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS MANAGEMENT OF THE ENDOWMENT: THE ENDOWMENT WILL BE INVESTED AND REINVESTED IN ACCORDANCE WITH THE INVESTMENT POLICIES OF THE FOUNDATION. THE ENDOWMENT SHALL BE COMPRISED OF THE FOLLOWING TWO FUNDS: (I) A FUND USED SOLELY TO SUPPORT THE UWIRC'S ANNUAL CAMPAIGN ("ANNUAL CAMPAIGN ENDOWMENT FUND") AND (II) A FUND FOR CONTRIBUTIONS TO SUPPORT UWIRC MORE GENERALLY ("GENERAL ENDOWMENT FUND"). ANNUAL CAMPAIGN ENDOWMENT FUND: THE ANNUAL CAMPAIGN ENDOWMENT FUND SHALL BE USED TO PERPETUATE A DONOR'S GIFT TO THE UNITED WAY OF INDIAN RIVER'S ANNUAL CAMPAIGN. ON AN ANNUAL BASIS, A PAYOUT FROM THE ANNUAL CAMPAIGN ENDOWMENT FUND WILL BE MADE TO THE UNITED WAY OF INDIAN RIVER TO BE USED IN CONNECTION WITH THE ANNUAL CAMPAIGN. THE PAYOUT WILL BE THE GREATER OF: A. THE LEVEL OF THE DONOR'S INTENT TO PERPETUATE THEIR ANNUAL GIFT. B. 4% OF A FIVE YEAR ROLLING AVERAGE OF THE FISCAL YEAR END MARKET VALUES OF THE ANNUAL CAMPAIGN ENDOWMENT FUND AS OF JUNE 30 OF THE PRIOR FISCAL YEAR. FOR PURPOSES OF CALCULATING THE FIVE YEAR ROLLING AVERAGE, THE LESSER OF THE LIFE OF THE ANNUAL CAMPAIGN ENDOWMENT FUND OR FIVE YEARS WILL BE USED AND CONTRIBUTIONS RECEIVED DURING THE DEFINED PERIOD ARE TO BE TREATED AS IF THEY WERE RECEIVED AT THE BEGINNING OF THE DEFINED PERIOD IN ORDER TO ACHIEVE THE 4% ANNUAL DISTRIBUTION ON THE CONTRIBUTIONS. THE AMOUNT SHALL BE CREDITED IN THE NAME OF THE ORIGINAL DONOR. ANY FUTURE GIFTS TO THE ANNUAL CAMPAIGN ENDOWMENT FUND, WHETHER OR NOT DIRECTED TOWARD THE ANNUAL CAMPAIGN, WILL BE OWNED BY THE FOUNDATION AND WILL BE MANAGED AND DISTRIBUTED ACCORDING TO SUCH DONOR RESTRICTIONS. THE GENERAL ENDOWMENT FUND: EACH YEAR, IT IS THE INTENT OF THE FOUNDATION TO MAKE ANNUAL DISTRIBUTIONS FROM THE GENERAL ENDOWMENT FUND TO THE UNITED WAY OF INDIAN RIVER OF 5% OF A FIVE YEAR ROLLING AVERAGE OF THE FISCAL YEAR END MARKET VALUES OF THE GENERAL ENDOWMENT FUND AS OF JUNE 30 OF THE PRIOR FISCAL YEAR, NET OF ALL THE FOUNDATION EXPENSES, BOTH DIRECT AND INDIRECT. FOR PURPOSES OF CALCULATING THE FIVE YEAR ROLLING AVERAGE, CONTRIBUTIONS RECEIVED DURING THE FIVE YEAR PERIOD ARE TO BE TREATED AS IF THEY WERE RECEIVED AT THE BEGINNING OF THE FIVE YEAR PERIOD IN ORDER TO ACHIEVE THE 5% ANNUAL DISTRIBUTION OF THE CONTRIBUTIONS AND HISTORICAL VALUES OF THE BOARD-DESIGNATED FUND HELD BY THE UNITED WAY OF INDIAN RIVER SHALL BE USED. IF EXTRAORDINARY CIRCUMSTANCES WARRANT SUCH ACTION, THE FOUNDATION MAY DISTRIBUTE AN AMOUNT LESS THAN OR MORE THAN 5%, SUBJECT TO APPROVAL BY TWO-THIRDS VOTE OF THE BOARDS OF DIRECTORS OF BOTH THE UNITED WAY OF INDIAN RIVER AND THE FOUNDATION. THE ALLOCATION SHALL BE USED FOR THE PURPOSES DETERMINED BY THE BOARD OF DIRECTORS OF THE UNITED WAY OF INDIAN RIVER. 0 UNITED WAY OF INDIAN RIVER COUNTY INC PO BOX 1960 VERO BEACH FL 32961 591087090 501(C)(3) 177320 0 COMMUNITY NEEDS FORM 990, PART III, LINE 4A - FIRST ACCOMPLISHMENT THE UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY IS COMMITTED TO BUILDING AN ENDOWMENT THAT WILL EXTEND UNITED WAY'S REACH BY FOREVER GENERATING FUNDS IN SUPPORT OF UNITED WAY'S WORK HERE IN OUR COMMUNITY. LONG-TERM IN SCOPE, THE FOUNDATION AFFORDS DONORS THE OPPORTUNITY TO LEAVE A LEGACY AND SHAPE THE FUTURE OF INDIAN RIVER COUNTY BY EXTENDING THEIR SUPPORT OF OUR LOCAL UNITED WAY BEYOND THEIR LIFETIME PRIMARILY THROUGH MAJOR GIFTS, BEQUESTS AND OTHER PLANNED GIFTS. THE ENDOWMENT IS COMPRISED OF TWO FUNDS: AN ANNUAL CAMPAIGN ENDOWMENT FUND AND A GENERAL ENDOWMENT FUND. THE ANNUAL CAMPAIGN ENDOWMENT FUND EMPLOYS A FORMULA TO ASSIST DONORS IN PERPETUATING, OR ENDOWING, THEIR GIFT TO THE ANNUAL CAMPAIGN AS MEMBERS OF THE LEADERSHIP LEGACY CIRCLE OR TOCQUEVILLE LEGACY CIRCLE. MORE NARROW IN FOCUS, THESE THOUGHTFUL LEGACY GIFTS WILL ONLY BE USED TO SUPPORT THE CRITICALLY IMPORTANT HEALTH AND HUMAN SERVICES PROGRAMS FUNDED BY THE UNITED WAY. GIFTS OF ANY SIZE CAN BE DIRECTED TO THE GENERAL ENDOWMENT FUND TO SUPPORT MORE BROADLY ALL OF THE IMPORTANT ROLES UNITED WAY PLAYS IN OUR COMMUNITY, INCLUDING, BUT NOT LIMITED TO; FUNDING FOR PARTNER AGENCIES, DISASTER RELIEF, EMERGENCY/CRISIS & SPECIAL PROJECTS GRANTS, UNITED WAY PROGRAMS, INITIATIVES AND SERVICES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE UNITED WAY'S JOINT AUDIT COMMITTEE AND THEN GOES TO THE UNITED WAY FOUNDATION BOARD OF DIRECTORS FOR ACCEPTANCE. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER MUST DISCLOSE ANY CONFLICT OF INTEREST WITH OTHER OR OUTSIDE SOURCES TO THE UNITED WAY FOUNDATION BOARD OF DIRECTORS WHO IS RESPONSIBLE FOR OVERSEEING, REVIEWING, AND APPROVING ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL PERFORMANCE REVIEW OF THE DIRECTOR OF PHILANTHROPY IS CONDUCTED BY THE CEO OF UNITED WAY, A RELATED ORGANIZATION, AND INCLUDES THE EXECUTIVE COMMITTEE OF THE UNITED WAY FOUNDATION. IN TANDEM WITH THE FINANCE COMMITTEE OF UNITED WAY AND THE UNITED WAY FOUNDATION, THE COMPENSATION LEVEL OF THE DIRECTOR OF PHILANTHROPY IS REVIEWED ANNUALLY, AND THE FINANCE AND EXECUTIVE COMMITTEES OF BOTH BOARD OF DIRECTORS APPROVE COMPENSATION LEVEL BEFORE PRESENTING IT TO THE UNITED WAY BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL AS PART OF THE BUDGETING PROCESS. COMPENSATION PROCESS FOR OFFICERS IS THE SAME AS FOR TOP OFFICIALS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THEIR FINANCIAL STATEMENTS ARE ALSO AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. UNITED WAY OF INDIAN RIVER COUNTY INC PO BOX 1960 VERO BEACH FL 32961 591087090 NON-PROFIT FL 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 UNITED WAY OF INDIAN RIVER COUNTY INC B 177320 CASH UNITED WAY OF INDIAN RIVER COUNTY INC P 113569 CASH