Florida · Nonprofit
UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC
UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC (Florida) receives grants from 2 organizations whose IRS filings report $212,100 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($201,100). 2 of them have funded it in more than one year, and 95% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2025
- $1.6M
- Funders on record
- 2
- Grants received
- $212k
- Net assets
- $6.9M
What United Way Foundation of Indian River County Inc does
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 stated on its FY2025 Form 990.
Program
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 &…
$194,115 spentof which $177,320 as grants100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $194,115.
The organization over time
Each line starts at 100 in 2019, so what you read is the shape rather than the size: 150 means half as much again as 2019, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $5.6M to $6.7M (+20%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2022 25% · 2023 39% · 2024 51%. Grants only. Government contracts and fees sit inside program revenue.
1% of UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC’s revenue is contributions — more earned-revenue than three-quarters of its peers (82% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 7 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Meredith Egan
Chief executive officer
Board chair
Margo Lind
Chairman
As listed on its FY2025 Form 990.
Who funds it, year by year
2019 → 2023: the base broadened from 1 funder to 2 funders, grant income rose $2k → $52k.
1 of 2 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 95% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
Left out of every figure on this page: $70k from one payer (the payer shares this organization's board, largest Central New York Community Foundation Inc). These are real filings, and they are not money UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC raised.
From the IRS filings of UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC leans on a few funders — its largest provides 95% of grant income and the top three 100%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
95% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC.
Largest funder’s share by year: 2019 100% · 2020 100% · 2021 100% · 2022 97% · 2023 97% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
95% of UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $11k that is directly attributable, 100% of it comes from Florida funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $201k arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC runs a healthier operating margin than three-quarters of the 1,504 philanthropy nonprofits its size.
this organization peer median middle 50% of peers· 1,504 philanthropy nonprofits $1M–$10M, FY2025
Organizations like UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Florida
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
62% of spending goes to programs.
Governance
Footprint & structure
Part of a family of 1 related entity
- United Way of Indian River County Inc · exempt
Screen this organization
A dated, signed PDF of the compliance screen for UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC?
- UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC (Florida) receives grants from 2 organizations whose IRS filings report $212,100 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($201,100). 2 of them have funded it in more than one year, and 95% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC have?
- IRS filings report 2 organizations giving $212,100 in grants to UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC, 2 of which have funded it in more than one year.
- Who is the largest funder of UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC?
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $201,100 in grants. The full list of funders is on this page.
- How can an organization like UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Florida. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2019–2025), and the filings of 2 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing