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 591087090 UNITED WAY OF INDIAN RIVER COUNTY INC UNIT 7725678900 PO BOX 1960 VERO BEACH FL 32961 MEREDITH EGAN CHIEF EXECUTIVE OFFICER 7725678900 2025-11-10 1 1 SEAN STANTON P02405814 7722312100 2025-11-25 2024 2025-03-06 01:10:19Z MEREDITH EGAN 1836 14TH AVE VERO BEACH FL 32960 6272576 0 X WWW.UNITEDWAYIRC.ORG X 1961 FL UNITED WAY OF INDIAN RIVER COUNTY'S MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. WE FUND LOCAL PROGRAMS THAT CREATE YOUTH OPPORTUNITIES, FOSTER A HEALTHY COMMUNITY AND DEVELOP FINANCIAL SECURITY. OUR DIRECT SERVICE PROGRAMS WORK TO BUILD COMMUNITY RESILIENCE. 21 21 12 961 0 0 3019854 5424604 0 0 84575 166350 58871 86026 3163300 5676980 2280528 1933593 0 0 725036 831253 0 0 273609 481809 2568603 3487373 5333449 -324073 343531 3670617 3899966 1803835 1713118 1866782 2186848 X 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. 0 0 1933593 1933593 SEE SCHEDULE O 2850379 SEE SCHEDULE O 4783972 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 15 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 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 AVE VERO BEACH FL 32960 DR KATIE NALL CHAIR 1.00 X X 0 0 0 JAMIE BELL CHAIR-ELECT 1.00 X X 0 0 0 CURTIS CARPENTER SECRETARY 1.00 X X 0 0 0 JESSICA CHURCHILL TREASURER 1.00 X X 0 0 0 CHRIS BIEBER BOARD MEMBER 1.00 X 0 0 0 BRIAN MCMAHON BOARD MEMBER 1.00 X 0 0 0 DANA M APFELBAUM BOARD MEMBER 1.00 1.00 X 0 0 0 BETHANY BURT BOARD MEMBER 1.00 X 0 0 0 RYAN BUTLER BOARD MEMBER 1.00 X 0 0 0 AMBER CERDA BOARD MEMBER 1.00 X 0 0 0 CHRIS ELLIS BOARD MEMBER 1.00 X 0 0 0 KATHY HENDRIX BOARD MEMBER 1.00 X 0 0 0 CHRIS HILL BOARD MEMBER 1.00 1.00 X 0 0 0 FRED JONES BOARD MEMBER 1.00 X 0 0 0 CAROLE JEAN JORDAN BOARD MEMBER 1.00 X 0 0 0 MIKE MOSEL BOARD MEMBER 1.00 X 0 0 0 CAPT ROSS PARTEE BOARD MEMBER 1.00 X 0 0 0 ANNE POSEY BOARD MEMBER 1.00 X 0 0 0 SUZANNE SELDES BOARD MEMBER 1.00 1.00 X 0 0 0 DENISE D SMITH BOARD MEMBER 1.00 X 0 0 0 CARYN TOOLE BOARD MEMBER 1.00 X 0 0 0 MEREDITH EGAN CHIEF EXECUTIVE OFFICER 38.00 2.00 X 95000 10000 13846 TRICIA CROCCO DIRECTOR OF FINANCE 38.00 2.00 X 72000 8000 10043 167000 18000 23889 0 0 0 0 0 2566505 177320 150627 2530152 240011 5424604 59362 59362 663273 556285 106988 106988 106988 125337 39311 86026 86026 5676980 166350 0 86026 1528036 1528036 405557 405557 188548 114605 40608 33335 479617 291525 103295 84797 106566 66711 22197 17658 56522 33810 12386 10326 2992 2992 200450 198470 1980 3543 31 3446 66 15826 12793 2172 861 5581 5581 45329 23580 11310 10439 28718 20681 4929 3108 CAMPAIGN & COMMUNITY EV 2020365 1960856 196 59313 SOFTWARE 59005 18455 23228 17322 PROFESSIONAL FEES 44875 44763 112 MEMBERSHIP DUES 40700 29441 11259 0 101219 29077 37738 34404 5333449 4783972 275868 273609 486202 135246 178308 865145 313790 317207 21004 12291 44657 49179 1525931 785952 782290 739979 1612071 1515030 232295 265889 3670617 3899966 111777 148095 1586431 1528036 105627 36987 1803835 1713118 X 1105983 783034 760799 1403814 1866782 2186848 3670617 3899966 343531 -23465 0 X 0 1 X 1 0 X 5454507 2286898 3199459 3019854 5424604 19385322 5454507 2286898 3199459 3019854 5424604 19385322 500445 18884877 55662 60881 46782 75159 59632 298116 35398 26695 54348 90302 90826 297569 19981007 0.94510 0.96260 X PART II, LINE 10 - OTHER INCOME DETAIL FUNDRAISING EVENTS $86,026 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 1 1 160000 160000 1044467 533481 510986 124172 77800 46372 154768 150668 4100 42524 24003 18521 739979 DUE FROM FOUNDATION 265889 265889 X 5650523 -23465 -23465 5673988 2992 2992 5676980 5330457 0 5330457 2992 2992 5333449 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 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 PROGRAMMING AND OTHER COMMUNITY 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. JACKIE ROBISON BASEBALL GAME 96837 96837 39311 28500 28500 125337 125337 39311 39311 86026 1 ALZHEIMERS AND PARKINSONS 2300 5TH AVE 150 VERO BEACH FL 32960 522437723 501(C)(3) 12000 0 RESPITE: CARING FOR THE CAREGIVER AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 530196605 8000 0 HOME FIRE PREVENTION & EMERGENCY ASSISTANCE BIG BROTHER BIG SISTER OF IRC 125 N 2ND STREET FORT PIERCE FL 34950 592455513 501(C)(3) 11250 0 PASSPORT TO EARLY LITERACY BIG BROTHER BIG SISTER OF IRC 125 N 2ND STREET FORT PIERCE FL 34950 592455513 501(C)(3) 4500 0 COMMUNITY BASED MENTORING BOYS AND GIRLS CLUB OF IRC 2926 PIPER DR VERO BEACH FL 32960 593623298 501(C)(3) 53000 0 PROJECT LEARN CAMP HAVEN 3256 US HWY 1 VERO BEACH FL 32960 454235195 501(C)(3) 18000 0 PATHWAYS TO FINANCIAL STABILITY CATHOLIC CHARITIES OF THE DIOCESE 9995 N MILITARY TRAIL PALM BEACH GARDENS FL 33410 593129752 501(C)(3) 57000 0 SAMARITAN CENTER FOR HOMELESS FAMILIES CHILDCARE RESOURCES OF INDIAN RIVER 2300 5TH AVE 149 VERO BEACH FL 32960 650523165 501(C)(3) 25000 0 WELLNESS & EARLY INTERVENTION PROGRAM CHILDCARE RESOURCES OF INDIAN RIVER 2300 5TH AVE 149 VERO BEACH FL 32960 650523165 501(C)(3) 100000 0 SUBSIDIZED HIGH QUALITY CHILDCARE CHILDREN'S HOME SOCIETY OF FLORIDA 415 AVENUE A SUITE 100 FORT PIERCE FL 34950 590192430 501(C)(3) 30000 0 DODGERTOWN ELEMENTARY COMMUNITY PARTNERSHIP CROSSOVER MISSION 1965 42ND AVE VERO BEACH FL 32960 465125222 501(C)(3) 60000 0 ACCELERATE MY POTENTIAL CROSSOVER MISSION 1965 42ND AVE VERO BEACH FL 32960 465125222 501(C)(3) 8000 0 HEALTHY KIDS PROGRAM DRUG ABUSE TREATMENT ASSOCIATION 1016 NORTH CLEMONS ST SUITE 200 JUPITER FL 33477 591363887 501(C)(3) 14000 0 OUTPATIENT TREATMENT CENTER DRUG ABUSE TREATMENT ASSOCIATION 1016 NORTH CLEMONS ST SUITE 200 JUPITER FL 33477 591363887 501(C)(3) 36960 0 NORMAN C. HAYSLIP TREATMENT CENTER EARLY LEARNING COALITION 2459 14TH AVE VERO BEACH FL 32960 651035652 501(C)(3) 8700 0 EARLY LEARNING CLASSROOMS ECONOMIC OPPORTUNITIES COUNCIL 2455 ST LUCIE AVE VERO BEACH FL 32960 591144567 501(C)(3) 8000 0 EARLY HEAD START GIFFORD YOUTH ACHIEVEMENT CENTER 4875 43RD AVE VERO BEACH FL 32967 431950911 501(C)(3) 23000 0 AFTER SCHOOL EDUCATION PROGRAM HABITAT FOR HUMANITY 4580 US HWY 1 VERO BEACH FL 32967 270625538 501(C)(3) 18000 0 CRITICAL HOME REPAIRS HIBISCUS CHILDREN'S CENTER 1145 12TH ST VERO BEACH FL 32960 592632361 501(C)(3) 28000 0 CAREER PATHWAYS TO INDEPENDENCE IRC HEALTHY START COALITION 1555 INDIAN RIVER BLVD VERO BEACH FL 32967 650363222 501(C)(3) 45000 0 NURSE FAMILY PARTNERSHIP IRC HEALTHY START COALITION 1555 INDIAN RIVER BLVD VERO BEACH FL 32967 650363222 501(C)(3) 25000 0 PARENTS AS TEACHERS IRC HEALTHY START COALITION 1555 INDIAN RIVER BLVD VERO BEACH FL 32967 650363222 501(C)(3) 10000 0 HEALTHY FAMILIES, IRC IRC HEALTHY START COALITION 1555 INDIAN RIVER BLVD VERO BEACH FL 32967 650363222 501(C)(3) 55000 0 BABIES AND BEYOND LITERACY SERVICES OF IRC 1600 21ST ST VERO BEACH FL 32960 591987210 501(C)(3) 30000 0 ADULT & FAMILY LITERACY MENTAL HEALTH ASSOCIATION 820 37TH PLACE VERO BEACH FL 32960 591693337 501(C)(3) 85000 0 MHA WALK-IN CENTER MENTAL HEALTH COLLABORATIVE 2345 14TH AVE SUITE 5 VERO BEACH FL 32960 813960111 501(C)(3) 41000 0 CONNECTIONS CENTER REDLANDS CHRISTIAN MIGRANT ASSOCIATION PO BOX 369 FELLSMERE FL 32948 591221966 501(C)(3) 52100 0 ENHANCING EARLY LEARNING AND FAMILY SUPPORT SERVICES SAFESPACE PO BOX 3822 VERO BEACH FL 32961 591983994 501(C)(3) 55000 0 SHELTER ADVOCACY PROGRAM SENIOR RESOURCE ASSOCIATION 694 14TH ST VERO BEACH FL 32960 591539957 501(C)(3) 70000 0 MEALS ON WHEELS SENIOR RESOURCE ASSOCIATION 694 14TH ST VERO BEACH FL 32960 591539957 501(C)(3) 61000 0 ADULT DAY CARE SCHOLARSHIP PROGRAM SENIOR RESOURCE ASSOCIATION 694 14TH ST VERO BEACH FL 32960 591539957 501(C)(3) 7500 0 SENIOR NAVIGATION PROGRAM SUNSHINE PHYSICAL THERAPY 1705 17TH AVE VERO BEACH FL 32960 590806983 501(C)(3) 10000 0 OCCUPATIONAL & SPEECH THERAPIES THE ARC 1375 16TH AVE VERO BEACH FL 32960 591626205 501(C)(3) 36000 0 BEHAVIOR ANALYSIS PROGRAM THE ARC 1375 16TH AVE VERO BEACH FL 32960 591626205 501(C)(3) 56000 0 SUPPORTED EMPLOYMENT PROGRAM THE HOPE FOR FAMILIES CENTER 720 4TH ST VERO BEACH FL 32962 593129752 501(C)(3) 50000 0 HELPING HOMELESS FAMILIES ACHIEVE SUCCESS THE LEARNING ALLIANCE 2066 14TH AVE VERO BEACH FL 32960 270725986 501(C)(3) 30500 0 MOONSHOT FAMILIES EARLY LEARNING PROGRAMS THE SALVATION ARMY 2655 5TH ST SW VERO BEACH FL 32962 580660607 501(C)(3) 10000 0 HOMELESSNESS PREVENTION AND SOCIAL SERVICES THRIVE OF IRC 2300 5TH AVE SUITE 103 VERO BEACH FL 32960 650202835 501(C)(3) 41000 0 PREVENTION WORKS AND RECOVERY WORKS TREASURE COAST COMMUNITY HEALTH 1555 US HWY 1 SUITE 105 VERO BEACH FL 32960 593219191 501(C)(3) 38000 0 COMPREHENSIVE DENTAL SERVICES TREASURE COAST FOOD BANK 401 ANGLE ROAD FORT PIERCE FL 34947 650123281 501(C)(3) 40000 0 MOBILE PANTRY TREASURE COAST GIRLS COALITION 457 SEBASTIAN BLVD SEBASTIAN FL 32958 871834156 501(C)(3) 10000 0 SEEDS OF CHANGE STEAM PATHWAY TREASURE COAST HOMELESS SERVICES 2525 ST LUCIE AVE VERO BEACH FL 32960 522254571 501(C)(3) 47000 0 HOMELESS RESOURCE CENTER UNITED AGAINST POVERTY 2050 40TH AVE STE B210 VERO BEACH FL 32960 113697936 501(C)(3) 22000 0 STEP PROGRAM VETERANS COUNCIL 1790 14TH AVE VERO BEACH FL 32961 592970832 501(C)(3) 17026 0 VETERAN CASE MANAGEMENT AND DIRECT AID VISITING NURSE ASSOCIATION 445 25TH ST STE 300 VERO BEACH FL 32960 592664912 501(C)(3) 8000 0 TELEHEALTH CHRONIC DISEASE MANAGEMENT YOUTH GUIDANCE MENTORING PROGRAM 1028 20TH PLACE STE B VERO BEACH FL 32960 650017325 501(C)(3) 15000 0 PRE-APPRENTICESHIP PROGRAM YOUTH GUIDANCE MENTORING PROGRAM 1028 20TH PLACE STE B VERO BEACH FL 32960 650017325 501(C)(3) 37500 0 MENTORING ACADEMY 35 1 PUBLIX EMERGENCY FUNDS 49 23683 PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS 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 RESCUE 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 WERE REQUIRED TO PROVIDE ALL BACKUP DOCUMENTATION AND REPORTS. UNITED WAY WAS ABLE TO EXPEND ALL OF THE FUNDS RECEIVED BY THE ARP DURING 24-25. THE INFORMATION WILL REMAIN CONFIDENTIAL AND STORED IN A SECURE FILE. 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 MEDIA ADVERTISING AND PROMOTION 1 186556 FMV X LEGAL SERVICES 1 51125 FMV X GOODS 1 1330 FMV X FACILITY SPACE 1 1000 FMV 0 0 0 PART III, LINE 4A - FIRST ACCOMPLISHMENT: 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. PART III, LINE 4B - SECOND ACCOMPLISHMENT: 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. FORM 990, PART VI, SECTION B, 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, PART VI, SECTION B, 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, PART VI, SECTION B, LINE 15 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 EMAILS 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, AND IS COMPLETED EVERY TWO TO THREE YEARS. THE FINAL WRITTEN EVALUATION AND SALARY RECOMMENDATION ARE PRESENTED TO THE EXECUTIVE COMMITTEE FOR APPROVAL. COMPENSATION PROCESS FOR OFFICERS IS THE SAME PROCESS AS ABOVE FOR TOP OFFICIALS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION 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. UNITED WAY FOUNDATION OF IRC 1836 14TH AVENUE VERO BEACH FL 32960 274180892 ENDOWMENT FL 501(C)(3) 12A N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 UNITED WAY FOUNDATION OF IRC C 177320 UNITED WAY FOUNDATION OF IRC Q 113569