United Way of Indian River

“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.”

“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.”

“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.”

“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 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.”

“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.”