United Way Foundation of Indian River County Inc
Donations deductibleUnited Way Foundation of Indian River County Inc's network
15 people11 organisationsi15 people and 11 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (15). Violet dotted lines (13) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
15 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 14 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Margo Lind Chair | Chairman | 2023 | 3 yrs |
| Alex Batt | Board Member | 2022 | 4 yrs |
| Chris Hill | Board Member | 2022 | 4 yrs |
| Dana M Apfelbaum | Board Member | 2025 | 1 yr |
| Dawn Michael | Board Member | 2020 | 6 yrs |
| Dillon Roberts | Board Member | 2023 | 3 yrs |
| Jessica Schmitt | Board Member | 2025 | 1 yr |
| Kyle Morgan | Board Member | 2023 | 3 yrs |
| Leslie Swan | Board Member | 2020 | 6 yrs |
| Meredith Egan | Chief Executive Officer | 2025 | 1 yr |
| Mike McGee | Company secretary | 2019 | 7 yrs |
| Peter Calfee | Treasurer | 2024 | 2 yrs |
| Sharon Northrup | Vice Chairman | 2023 | 3 yrs |
| Stuart Hirstein | Board Member | 2022 | 4 yrs |
| Suzanne Seldes | Board Member | 2022 | 4 yrs |
Officers and senior leadership
4 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Elizabeth Ullian | Executive Di | since 2019 |
| Meredith Egan | Executive Di | since 2020 |
| Michael W Kint | CEO Retired | since 2019 |
| Tricia Crocco | Director of Finance | since 2024 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Meredith Egan | Chief Executive Officer | 2 | $10k | $95k | $14k |
| Tricia Crocco | Director of Finance | 2 | $8k | $72k | $10k |
| Dana M Apfelbaum | Board Member | 1 | $0 | ||
| Alex Batt | Board Member | 1 | $0 | ||
| Peter Calfee | Treasurer | 1 | $0 | ||
| Chris Hill | Board Member | 1 | $0 | ||
| Stuart Hirstein | Board Member | 1 | $0 | ||
| Margo Lind | Chairman | 1 | $0 | ||
| Mike McGee | Secretary | 1 | $0 | ||
| Dawn Michael | Board Member | 1 | $0 | ||
| Kyle Morgan | Board Member | 1 | $0 | ||
| Sharon Northrup | Vice Chairman | 1 | $0 | ||
| Dillon Roberts | Board Member | 1 | $0 | ||
| Suzanne Seldes | Board Member | 1 | $0 | ||
| Jessica Schmitt | Board Member | 1 | $0 | ||
| Leslie Swan | Board Member | 1 | $0 |
About
- Legal name
- United Way Foundation of Indian River County Inc
- EIN
- 274180892
- Address
- 1836 14th Ave, Vero Beach, FL, 32960-0620
- State
- Florida
- 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. (as filed on the Form 990)
- Activity (NTEE)
- T11 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 7 (IRS master file code)
- Formed
- 2010
- Principal officer
- Meredith Egan (as named on the Form 990)
- IRS ruling date
- 1 February 2012
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
- IRS Publication 78
- SO (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥7years on the filingsMike McGee
≥6years on the filingsDawn Michael
≥6years on the filingsLeslie Swan
≥4years on the filingsAlex Batt
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $7.2m
- Total liabilities
- $266k
- Net assets or fund balances
- $6.9m
- Contributions and grants received
- $18k
- Program service revenue
- $0
- Grants and similar paid out
- $177k
- Employees
- 0
- Volunteers
- 15
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $1.6m | $312k | $1.3m |
As filed on the IRS Form 990. US dollars.
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| United Way of Indian River County Inc | Community needs | $177k |