United Way Foundation of Indian River County Inc
Public records show a registered, tax-exempt organization in good standing.
Points to look into
- Raising each dollar of donations cost 326 cents.
These come from the organization's own tax return. There may be a good explanation; ask the charity.
What it says it does
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.
- Income
- $1.6 million
- Spending
- $311,825
- Spent on programs
- 62%
- Reserves
- Over 10 years of spending
- Largest source of income
- investment income, 99%
- Employees
- 0
- Volunteers
- 15
- Highest pay
- $118,846, chief executive officer
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Good: 85 out of 100. Higher than 50% of charities in its peer group (philanthropy, $1m to $10m).
Reserves
35 of 35Spendable reserves would cover more than ten years of spending.
Debt
20 of 20It owes 4% of what it owns.
Living within its means
15 of 15Income exceeded spending by 80% of income.
Income trend
15 of 15Income rose 60% on the year before.
Spending floor
0 of 1562% of spending went to programs and raising each dollar of donations cost 326 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 100 out of 100. Higher than 65% of charities in its peer group (philanthropy, $1m to $10m).
Independent board
25 of 2514 of 14 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- $194,115 spent. 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.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since February 2012.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.