United Way of Indian River County Inc
United Way of Indian River County is a 501(c)(3) public charity and federated fund based in Vero Beach, Florida. Established in 1961, the organization has been serving Indian River County for over 60 years. The organization operates as a community-based grantmaker and fundraiser focused on mobilizing community resources to address social challenges.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.9M
+6.2% YoY
Annual Giving
$1.5M
-29.0% YoY
Grant Count
47
-9.6% YoY
Avg Grant Size
$33K
-21.4% YoY
Mission & Focus Areas
Mission: To improve lives by mobilizing the caring power of our community.
Vision: United Way envisions a world where all individuals and families achieve their human potential through education, income stability, and healthy lives.
The organization advances the common good by improving the quality of life in Indian River County across three primary focus areas:
- Education
- Income stability
- Health
Grantmaking
United Way of Indian River County awards grants to funded partners on an annual basis at the discretion of the governing board. The organization distributes significant funding to support community programs.
How to Apply
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Geographic Focus
Where this funder awards grants
Indian River County, Florida, with some activity in the District of Columbia.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
United Way of Indian River County (2025):
- Total Assets: $3,899,966
- Total Revenues: $5,676,980
- Total Expenses: $5,333,449
- Employees: 12
United Way Foundation of Indian River County (2025):
- Total Assets: $7,180,493
- Total Revenues: $1,578,209
- Total Expenses: $311,825
- Employees: 0 (volunteer-run)
Historical Financial Data (2024):
- Revenue: $3.16M
- Expenses: $3.49M
- Total Assets: $3.67M
- Total Liabilities: $1.8M
The organization maintains a four-star rating based on accountability and financial metrics.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,899,966 | $3,670,617 | $3,835,382 |
| Revenue | $5,676,980 | $3,163,300 | $3,255,611 |
| Expenses | $5,333,449 | $3,487,373 | $3,504,180 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $166,350 | $84,575 | $29,367 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
247 grants across all recorded years
Open Grants
4 open opportunities from United Way of Indian River County Inc
Community Impact Fund - Education Programs
UNITED WAY OF INDIAN RIVER COUNTY INC
Amount
Varies
Deadline
December 9, 2026
Community Impact Fund - Financial Stability and Health Programs
UNITED WAY OF INDIAN RIVER COUNTY INC
Amount
Varies
Deadline
December 3, 2026
Disaster Recovery Fund
UNITED WAY OF INDIAN RIVER COUNTY INC
Amount
Varies
Deadline
Rolling / Open
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Key Executive:
- Meredith Egan – Chief Executive Officer
United Way Foundation Board (2025-26):
- Margo Lind – Chair, Seacoast Bank
- Kyle Morgan – Vice Chair, Senior Vice President, Nelson Morgan Wealth Management Merrill Lynch
- Mike McGee – Secretary
The United Way Foundation board comprises estate planning attorneys, CPAs, certified financial planners, trust officers, and community leaders.
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DR KATIE NALL | CHAIR | 1 | — |
| JAMIE BELL | CHAIR-ELECT | 1 | — |
| CURTIS CARPENTER | SECRETARY | 1 | — |
| JESSICA CHURCHILL | TREASURER | 1 | — |
| CHRIS BIEBER | BOARD MEMBER | 1 | — |
| BRIAN MCMAHON | BOARD MEMBER | 1 | — |
| DANA M APFELBAUM | BOARD MEMBER | 1 | — |
| BETHANY BURT | BOARD MEMBER | 1 | — |
| RYAN BUTLER | BOARD MEMBER | 1 | — |
| AMBER CERDA | BOARD MEMBER | 1 | — |
| CHRIS ELLIS | BOARD MEMBER | 1 | — |
| KATHY HENDRIX | BOARD MEMBER | 1 | — |
| CHRIS HILL | BOARD MEMBER | 1 | — |
| FRED JONES | BOARD MEMBER | 1 | — |
| CAROLE JEAN JORDAN | BOARD MEMBER | 1 | — |
| MIKE MOSEL | BOARD MEMBER | 1 | — |
| CAPT ROSS PARTEE | BOARD MEMBER | 1 | — |
| ANNE POSEY | BOARD MEMBER | 1 | — |
| SUZANNE SELDES | BOARD MEMBER | 1 | — |
| DENISE D SMITH | BOARD MEMBER | 1 | — |
| CARYN TOOLE | BOARD MEMBER | 1 | — |
| MEREDITH EGAN | CHIEF EXECUTIVE OFFICER | 38 | $95,000 |
| TRICIA CROCCO | DIRECTOR OF FINANCE | 38 | $72,000 |
Contact Information
Address: 1836 14th Avenue Vero Beach, FL 32960 (PO Box 1960, Vero Beach, FL 32961-1960)
Phone: (772) 567-8900 Fax: (772) 567-2089 Website: www.unitedwayirc.org
Foundation Contact: Meredith Egan – (772) 567-8900, ext. 125
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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