IMPACT REPORT COMMUNITY - United Way of Indian River County
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® COMMUNITY IMPACT REPORT 2019 - 2020
UNITED WAY
IS BUILT FOR
TACKLING THE
We fight for the health, education, and financial
stability of every person in our community.
IMMEDIATE &
LONG-TERM
NEEDS OF OUR
We are united.
As an organization with deep roots and incredible This year we quickly adapted our Volunteer Income
COMMUNITY.
local strength, we have worked tirelessly for almost 60 Tax Assistance (VITA) program to be a “valet” service.
years to improve Indian River County. We continue to Clients dropped off their paperwork and picked up their
transform our approach to tackle the immediate and completed tax returns after our volunteers prepared
long-term needs for our neighbors to achieve lasting, them. This turned out to be more of an essential service
positive change. than in previous years because clients needed to access
stimulus payments and our volunteers helped with their
As you know, every spring we look forward to celebrating filing. We were able to serve 1,225 households free
you and the strides we have made for our community. of charge. In total, $1,326,135 was put back into the
However, when COVID cleared our schedules we had community when it was needed most.
to make major adjustments. Our neighbors were losing
jobs, food was in short supply, and despair was Perhaps one of the greatest lessons of the year was a
everywhere. We swiftly switched gears from our annual rally cry heard around the world for equity. United Way
campaign to relief response. will continue to relentlessly pursue the elimination of
injustice and inequity. In all of our work, from our
When the world isolated, we connected. We leveraged engagement with donors, to our investment of resources
partnerships and funding in creative ways and forged across our community and in our interactions with the
new collaborations. Our staff worked for what felt like public, we aim to be inclusive and welcoming of every
endless hours to ensure our neighbors were able to person who calls Indian River their home.
continue distance learning, stay healthy, have access to
nutritious food, and have the resources they need to be With the support of our dedicated Board of Directors
up-to-date with their housing and utility payments. and Campaign Co-Chairs and the help of our funded
and corporate partners, volunteers, and donors, we’re
The amount of effort to respond, recover, reimagine, affecting real change in real people’s lives.
and rebuild our community has never been more clear.
In March, we launched the COVID-19 Community Thank you for helping so many in our community find
Response Fund and raised over $1.4 million that was their way in such an extraordinary year and choosing to
distributed to 32 local organizations to assist with LIVE UNITED.
the overwhelming needs our community faced. When
others took a step back - we stepped in. We needed to
create hope and hold on to optimism in the face of the Stay in the fight,
unknown. We responded to unique needs during a time
that challenged every individual and every organization
beyond our wildest imagination. Now nearly a year
later, we continue the work of serving people’s basic
needs and stabilizing families as we recover in the Jeff Smith Michael Kint Imagine what we can do, together.
months and years to come. Board Chair Chief Executive Officer
OUR MISSION
To improve lives by mobilizing
the caring power of our community.
AN EQUITABLE STAFF BOARD OF DIRECTORS
COMMUNITY FOR ALL Michael Kint
Chief Executive Officer
Jeff Smith
Chair
Anthony P. Guettler
Miranda Hawker
Since 1961, United Way of Indian River County has promoted the belief that our Meredith Egan Jeffrey Schlitt
Chief Operating Officer Chair-Elect Jacqueline E. Jacobs, PhD
community can only succeed when we are united. To “LIVE UNITED” means
Tracey Segal Jeffrey Petersen Tor Jones
celebrating our diversity and supporting all people of Indian River County Campaign Director Secretary
Linda Kinchen
regardless of race, ethnicity, ability, age, religion, national origin, gender identity, Melissa Ogonoski Margo Lind
or sexual orientation. Our mission is to bring people and resources together for Director of Finance Treasurer Katie Kirk
the well-being of everyone in our community. We accept the responsibility to promote Chance Morrow Susan Adams Beth Mitchell
Marketing Director Past Chair
practices reflecting a commitment to diversity, inclusion, access, and equity. Dr. Katie Nall
Sarah Tucci Gregory Rogolino
UWIRC recognizes the true value of learning from diverse perspectives. It is this Marketing Director CIC Chair Dr. Mark Rendell
unique contribution from individuals and organizations that allows us to
Nate Bruckner Tom Manwaring Rev. Benny Rhyant
strengthen our capacity to address and solve our county’s most pressing Director of Community Impact At Large
Jonathan Schwiering
challenges. We are committed to uniting the people of Indian River County to Caitlin Puppo Amber Batchelor
Workplace Campaign Manager Ralph Taylor
ensure an environment in which everyone can thrive. It is our aim to reflect these Jan S. Beck
core values, by taking the necessary action to guarantee that the basic human Eve Ballance Colonel Martin Zickert
Community Impact Coordinator Christopher Bieber
rights and freedoms of our neighbors are protected. We are committed to Randy Riley, Ex Officio
Sydney Mihailoff LaKisha Erwin
improving lives - we invite you to join us. Campaign Associate
Sheriff Eric Flowers
Lindsay Burcham
Office Assistant
Wanda Robinson
Receptionist & Staff Assistant
“BECAUSE OF UNITED Through United Way funded partners and programs
WAY, I KNOW MY
SON’S EDUCATION
COMES FIRST.”
-DANIEL
944 seniors
accessed nutritious meals
855 clients
were diverted from homelessness
IMPACT AT A GLANCE
“A FRIEND CONNECTED
ME WITH A UNITED WAY
14,355 individuals
PARTNER AND MY LIFE
CHANGED. NOW I LOOK
FORWARD TO A BETTER
TOMORROW.” received a health screening
-DONNA or intervention service
93% of children
in after school programming are
performing at or above grade level
To effectively address our
community’s most persistent
problems, we must have an
organized proven strategy.
“WE BELIEVE IN SHARING
OUR GOOD FORTUNE SO WE
CAN HELP OTHERS WHO
79% of clients
increased their wages and improved
STRUGGLE TO ATTAIN THE
The Community Impact Fund
BASIC NECESSITIES OF LIFE.” employability skills
provided grants to 43 programs
-EDWARD & JOAN
that align with our Community
1,225 clients
Goals in Heath, Education, and
Financial Stability. Through this
fund, United Way confronts our
community’s biggest challenges received an average tax refund of $1,083
to drive measurable results and
lasting change. through the VITA program
$725,233 INVESTED
$773,111 INVESTED
$370,379 INVESTED
YOUR INVESTMENT 3.7% Management & General
7.4% Fund Development
MATTERS 88.9% Community Impact
COMMUNITY ACCOUNTABILITY
Donors continue to see the value of
investing in United Way’s strategic
approach to local problems, leading
the way from quick fixes to real,
lasting change. Individuals,
businesses, corporations, and
foundations supported UWIRC’s
effort to bring in $3,998,642 in
fiscal year 2019-20.
Please find copies of our IRS 990
and most recent audit at
UnitedWayIRC.org/finances.
PARTNERS IN PARTNERS IN PARTNERS IN
FINANCIALS HEALTH EDUCATION FINANCIAL STABILITY
INCOME 211 Palm Beach/Treasure Coast 211 Palm Beach/Treasure Coast 211 Palm Beach/Treasure Coast
Public Support & Revenue $3,998,642 Deaf & Hard of Hearing Services Big Brothers Big Sisters American Red Cross, IRC Chapter
Net Campaign Revenue $2,538,530 of the Treasure Coast Boys & Girls Clubs of IRC Camp Haven, Inc.
Community Response Fund $1,275,205 Drug Abuse Treatment Association Childcare Resources of IR Catholic Charities of the Diocese of
In Kind Contributions $97,521 FamilyWize Prescription Children’s Home Society of TC Palm Beach, Inc.
Discount Cards Crossover Mission, Inc. Children’s Home Society of the TC
Investments, Net $14,526
IRC Healthy Start Coalition Early Learning Coalition of Emergency Operations Command
Other $72,860 Mental Health Association in IRC Indian River, Martin & Center of IRC
EXPENSES Mental Health Collaborative of IRC Okeechobee Counties Hope for Families Center
Community Support Services $3,345,811 Senior Collaborative of IRC Economic Opportunities Council Literacy Services of IRC
Campaign Fund Development $291,380 Senior Resource Association, Inc. Education Foundation of IRC Inc. Safespace, Inc.
Management & General $147,014 Substance Awareness Center Executive Round Table of IRC The Arc of Indian River County
of IRC, Inc. Gifford Youth Achievement Center, Inc. Treasure Coast Homeless Services
Total Expenses $3,784,205 The Arc of Indian River County Hibiscus Children’s Center, Inc. Veterans Council of IRC
Changes in Net Assets $214,437 Treasure Coast Community Health IRC Healthy Start Coalition Volunteer Income Tax Assistance/
Net Assets, Beginning of Year $2,032,643 Tykes & Teens, Inc. Kindergarten Readiness Collaborative My Free Taxes
Net Assets, End of Year $2,247,080 Visiting Nurse Association of the Moonshot Community Action Network
Treasure Coast Redlands Christian Migrant Assoc.
The Learning Alliance
Youth Guidance Donation Fund of IRC, Inc.
This year you
COVID-19 COMMUNITY RESPONSE donated more than
$1.4M
to help community
organizations that
give support to our
neighbors. COVID RELIEF AT WORK COVID RELIEF PARTNERS
211 Palm Beach/Treasure Coast
32 PARTNER
AGENCIES
Buggy Bunch
Camp Haven
CareBag
CareNet Pregnancy Center
Children’s Home Society
3.15M
Year-round, not just during a crisis, “The United Way COVID-19 funds LBS OF FOOD Cleveland Clinic IRC
we work with local partners to have been invaluable to those in our Economic Opportunities Council
assess our community’s most community impacted by the fallout DISTRIBUTED Food Pantry of IRC
pressing issues and implement from the virus.” For the Love of Paws
strategic initiatives to provide the - Angela Davis-Green Freedom Journey
building blocks for lasting change. Gifford Youth Orchestra
40K+
Executive Director, EOC
HOUSEHOLDS H.A.L.O Rescue
In March, United Way of Indian River “On behalf of my husband and Heal the Healer Transcendental Meditation
County launched an emergency fund myself, we would like to show our SERVED Hibiscus Children’s Center
to aid in recovery efforts to support gratitude to such a giving Hope for Families
those in Indian River County who organization. Thank you for giving us Humane Society of Vero Beach & IRC
$520K
a helping hand in a time of need. This
have been affected by this crisis.
allows our child to still attend school IN RENT & IRC Healthy Start Coalition
Miller’s Health Mart
A coalition of philanthropic and and keep learning for his growing UTILITIES Redlands Christian Migrant Association
business partners joined together mind. You have no idea the amount Salvation Army
to create the COVID-19 Community of weight that has been lifted off our Senior Resource Association
Response Fund. This fund rapidly shoulders. So again, thank you for Treasure Coast Food Bank
deployed flexible resources to
organizations in our region working
with communities who were
disproportionately impacted by the
being so generous and helping our
family during this crisis.”
- Lindsey Moseley $401K IN FOOD
SUPPORT
Treasure Coast Homeless Services Council
The Learning Alliance - Moonshot Moment
The Source
Treasure Coast Community Health
novel coronavirus (COVID-19) and “Thank you for your thoughtfulness, Tykes & Teens
$35K
your generosity, and support during
the economic consequences of this
health crisis. this difficult time. We truly, greatly IN MEDICINE United Against Poverty
Veterans Council of IRC
appreciate it. Thank you for all you do.”
- The Perez family
ASSISTANCE Visiting Nurse Association
Whole Family Health
Our neighbors
COMMUNITY NEEDS ASSESSMENT In 2019 major funding organizations, donor groups, County
government, and community leaders came together to assess the
needs of Indian River County residents on a comprehensive basis.
men and women of all
ages and races who go
Over a span of one year, the group worked together with an to work every day but
independent consultant to gather, review, and analyze information.
Over 50 nonprofit agencies participated. still don’t earn enough to
Residents from across the County, representing some of the most pay for basic necessities
economically challenged neighborhoods, explained directly what
their needs were by filling out written surveys in English, Spanish, such as groceries, rent,
and Creole and by speaking up at focus groups.
transportation, childcare,
and health care.
• 1 out of 3 Indian River County households qualify as
“housing cost-burdened,” those who are paying more than 30% of their
total monthly income on rent or mortgage. • 44% of Indian River
County households struggle
to pay for basic needs.
• 2% of Indian River County residents are homeless or on waiting
lists for government supported housing.
• $5,058 a month
is the bare minimum that is
• By 2040 residents over the age of 65 will constitute 36%
needed for a household with
2 adults and 2 children. An
of the population. A lack of quality, affordable assisted living, annual survival budget of
$60,696.
MEET ALICE
ASSET LIMITED | INCOME CONSTRAINED | EMPLOYED
residential options for the elderly is problematic.
• 15.5% of students were classified as having a disability • $49,072 is the
actual annual median income
compared to 14.1% in the State of Florida
for Indian River County
households. A monthly
• 53.2% of students were considered economically
budget of $4,089 - nearly a
thousand dollars a month
disadvantaged as compared to 39.3% for the state. short of the recommended
survival budget.
All data from the IRC Community Needs Assessment is prior to the outbreak of the COVID-19 pandemic.
To view the full report, please visit UnitedWayIRC.org/Impact.
United Way fights for ALICE. We are here for them.
Resource: ALICE Report, May 2020
COMMUNITY LEADERS BREAKFAST “First Lady of Vero Beach” Alma
Lee Loy took to the stage to talk
about the early days of the United
Way, Vero Beach, and growth of
philanthropy at the 2019 Annual
Community Leaders Breakfast.
The Richardson Spirit of IRC Awards
honor companies, agencies, and
volunteers who give their time,
talent, and resources to make the
community a better place. This
year’s winners were the IRC
Sheriff’s Office, Northern Trust,
and Rehmann.
The Agency Excellence Award was
bestowed upon Crossover Mission,
for their distinct and apparent
impact on the children they serve
through basketball training and
academic mentoring.
211 received special recognition
for its work and dedication to
DAY OF CARING
providing the community with
resources and getting people
connected to critical services.
The final award, the Ralph T. King Over 1,200 volunteers rolled up their sleeves
SPONSORED BY: FLORIDA POWER AND LIGHT COMPANY
Lifetime Service Award, was
presented to Chad Morrison for
and put on their work shoes to participate in
his 20 year long partnership with the 25th annual Day of Caring celebration,
United Way.
where more than 60 projects were completed.
SPONSORED BY: PUBLIX SUPER MARKETS
The kick off began with breakfast, courtesy of McDonald’s, and an
energetic routine performed by the Vero Beach high school cheerleading
“I am so proud to have been a participant in the past 58 years squad and marching band.
of history and thank you to everyone here today for their Projects ranged from painting to gardening, to cleaning and organizing
contribution to their community and to the United Way.” at local schools, churches, and nonprofit organizations. Middle and
high school students assembled over 3,000 snack packs for Indian
- Alma Lee Loy River County elementary students who don’t know where their next meal is
coming from.
All-Rite Water Purification
AT&T
Law Offices of John E. Moore, III
Literacy Services of IRC ELITE CAMPAIGN
Macy’s
SPONSORS
AYS Employee Leasing
Bank of America Marine Bank
Best Buy Store # 816 Mental Health Association
Boys & Girls Clubs of IRC Mental Health Collaborative of IRC
Camp Haven, Inc. Mid Florida Credit Union Alex MacWilliam Real Estate
CenterState Bank Morgan, Jacoby, Thurn, Boyle & Assocs Armfield-Wagner Appraisal & Research, Inc.
Childcare Resources of Indian River Northern Trust AYS Employee Leasing
Children’s Home Society Nylacarb Corporation Brewer International
City of Fellsmere Orchid Insurance Brite Future Electric
City of Sebastian Piper Aircraft, Inc. CenterState Bank
Dale Sorensen Real Estate
WORKPLACE CAMPAIGNS
City of Vero Beach PNC Advisors
Cleveland Clinic Indian River Primary Care of the Treasure Coast Disney’s Vero Beach Resort
Comcast Cable Proctor Construction Co. Florida Power and Light Company
Croom Construction Company Publix Super Markets Gould Cooksey Fennell
Crossover Mission, Inc. Raymond James & Assocs. Graves Brothers Company
Cypress Trust Company Redlands Christian Migrant Assoc. Kmetz, Elwell, Graham
Dillard’s Department Stores, Inc. Regency Windsor Companies & Associates, CPA’s
Disney’s Vero Beach Resort Riverside Theatre Marine Bank
Donadio and Associates Rossway Swan Tierney Barry Lacey Morgan, Jacoby, Thurn, Boyle
Drug Abuse Treatment Association & Oliver, P.L. & Associates
Economic Opportunities Council of IRC SafeSpace Northern Trust
Elliott Merrill Community Mgt. Samaritan Center Omni Financial
Enterprise Holdings Foundation Schlitt Services, Inc. Rossway Swan Tierney Barry Lacey
Federal Express Corporation Seacoast Bank & Oliver, P.L.
Fellsmere Farms Senior Resource Association Schlitt Services, Inc.
Florida Floor Fashions Space Coast Credit Union USI Insurance Services
Florida Power and Light Company Substance Awareness Center of IRC
George E. Warren Corporation SunTrust Bank
Gifford Youth Achievement Center
Gould Cooksey Fennell
Target
TD Bank
EVENT SPONSORS TORCHBEARERS
Grall Law Group The Arc of Indian River County
HealthSouth The Hill Group Bernard A. Egan Foundation, Inc. Bernard A. Egan Foundation, Inc.
SPONSORS
Hibiscus Children’s Center Town of Indian River Shores CenterState Bank Cleveland Clinic Indian River
Indian River County Treasure Coast Community Health Cleveland Clinic Indian River Hospital Florida Power and Light Company
Indian River State College Tykes and Teens, Inc. Florida Power and Light Company Indian River County
IRC Clerk of Circuit Court United Parcel Service JBT Food Tech IRC School District
IRC Healthy Start Coalition United Way of IRC Kmetz, Elwell, Graham & Associates, CPA’s IRC Sheriff’s Office
IRC Property Appraiser’s Office Vero Insurance Law Offices of John E. Moore, III Northern Trust
IRC School District Veterans Council of Indian River County Massey Romans Piper Aircraft, Inc.
IRC Sheriff’s Office Visiting Nurse Association of McDonald’s Publix Super Markets
IRC Supervisor of Elections Office the Treasure Coast Morgan, Jacoby, Thurn, Boyle Wells Fargo
JCPenney Company Walmart & Associates, P.A.
John’s Island Real Estate Company Wells Fargo Northern Trust
Kmetz, Elwell, Graham & Associates, CPA’s Windsor (Torwest) Publix Super Markets
Law Offices of Jennifer Peshke Youth Guidance
ALEXIS DE TOCQUEVILLE SOCIETY ORDRE D’ÉGALITÉ ($50,000 - $74,999)
Edward and Sherry Ann Dayton Susan and Paul Hanson
Jim and Jean Kelly Hauser Family Foundation
Robert B. and Janet A. Hoffman Foundation
The Hultquist Foundation
ORDRE DE LIBERTÉ ($25,000 - $49,999) Mr. and Mrs. Aben E. Johnson
Ralph T. King
Duane and Dorothy Bluemke Mr. and Mrs. John La Duc
A. James & Alice B. Clark Foundation Roy and Patsy Lambert
Barbara D. Hauptfuhrer, in memory of Bob Susie and Bill MacDonald
Betty MacMillan Melinda Marley
Raymond J. and Sonia McGowan Dennis and Karen Marlo
Edward and Dawn Michael Mr. and Mrs. Robert F. McCabe
Jack and Mollie Rogers Mr. and Mrs. John N. McConnell, Jr.
Mr. and Mrs. O. Griffith Sexton John and Susan McCord
King and Dace Stubbs Betty and Jim McDonald
Mrs. David K. Welles, Sr. Jim and Meg McLaughlin
Guy and Kacy Mitchell
John E. Moore, III, and Lee Robinson Moore
Mr. and Mrs. Charles W. Moritz
MEMBRES DE LA SOCIÉTÉ ($10,000 - $24,999) Chad and Lisa Morrison
Susan and Bob Morrison
Norman and Ann Baker Mrs. Reginald B. Newman II
Mr. and Mrs. Andrew P. Barton, Jr. Sharon and David Northrup
Bill and Mary Ann Becker Mr. and Mrs. Thomas H. O’Brien
John and Jean Beckert Ed and Jan Pillard
William and Marcia Blackburn Michael and Anne Rhoads
Fritz and Gay Blaicher Marjorie Hopwood Richardson and
Barbe Bonjour Pike Danforth Kidd Richardson
Mr. and Mrs. Theodore W. Brickman, Jr. Don and Patsy Riefler
Mr. Richard J. Canty and Ms. Hope B. Woodhouse Sandy and Randy Rolf
PHILANTHROPIC
Chris and Keena Clifford Susan and Larry Salustro
Amy and Cecil Conlee David and Betsy Sams
Mr. and Mrs. Edward E. Crutchfield Marlynn and Bill Scully
Marybeth and Chuck Cunningham Mr. and Mrs. Thomas F. Slater
LEADERS
Mr. and Mrs. Gary Davis Mr. and Mrs. David Smick
David and Harriet Dyer Family Foundation Mr. Gilford B. Walker, Camp Younts Foundation
Mr. and Mrs. Dennis Ferro Michael and Susan White
Janet I. & H. James Field, Jr. Fund Judy and Kent Whittaker
Syde Hurdus Foundation Mr. Alwyn E. Wolfarth
With an annual gift of $10,000 or more, Alexis
Bill and Laura Frick Mr. and Mrs. Henry M. Woodhouse
de Tocqueville Society members are creating David and Louise Garfield 1 Anonymous Donor
a profound and lasting impact throughout Mr. and Mrs. William Grealis
Indian River County Richard J. Greene
Mr. and Mrs. Bruce L. HammondsDIAMOND CIRCLE ($7,500 - $9,999) GOLD CIRCLE ($2,500 - $4,999)
Mrs. Herman F. Becker Mrs. Ann J. Bowling Mrs. Charlotte S. Stifel Mr. and Mrs. John Brooks
Four-Four Foundation, Inc. Ms. Lyndsay Brooks Bill and Carolyn Stutt Mr. Gavin Brothers
Ms. MaryMargaret Lucas Dan Chappell Mrs. Leslie Swan The Brothers Family
Mr. and Mrs. James B. Wigdale Dr. and Mrs. Robert P. Christopher Mr. and Mrs. Lincoln Thompson, Jr. Ms. Carole Beecher Brown
Mr. and Mrs. Jonathan M. Clark Mr. and Mrs. Peter M. Thompson Julie and Peter Burchfield
Ms. Faylene Cook Mr. and Mrs. Jeffrey Twyman Mr. and Mrs. Michael Burns
PLATINUM CIRCLE ($5,000 - $7,499) Ms. Helan Cox Ms. Susan Rae Van Der Stricht Ms. Shelby Buzbee
D. Lorne and Jane R. Coyle Mrs. Jennifer Watson Mr. and Mrs. James Byrnes
Susan and Dick Bergeman Javon L. Dawkins Mr. and Mrs. Lauren S. Williams Simon and Eleanor Caldecott
Mr. and Mrs. James G. Berges Mr. and Mrs. Richard Detwiler, Jr. Mr. and Mrs. John Zimbrick Mr. and Mrs. Chase Carey
Don and Mary Blair, The Blair Mrs. John F. Donahue Mrs. Judy Carnevale
Family Foundation Mrs. Florence B. Fowlkes Judi and Sam Carroll
Mr. and Mrs. William C. Buck David and Lynn Geiser SILVER CIRCLE ($1,000 - $2,499) Mr. Andress Carter
John W. Childs Graves Brothers Company Susan L. Chenault
LEADERSHIP DONORS
Mr. and Mrs. John F. Curley Greene Groves & Ranch Susan P. Adams Bill and Maryann Christie
Mrs. James L. Currie Mr. and Mrs. James H. Hance, Jr. Cassandra Adkins Ms. Bridgette Christoffersen
Andrew and Betsy Forrester Mr. and Mrs. Samuel B. Hayes III Linda Aiken, V.M.D. Ms. Dana Clifton
Mr. and Mrs. Bernard M. Freeman John and Tracey Hrusovsky Scott and Gail Alexander Mrs. Rosalen E. Cline
Mr. and Mrs. Richard M. Haverland Mr. and Mrs. James Johnson Bob and Becky Allen Mr. Douglas Cochran
Mr. and Mrs. Thomas G. Hopkins Mr. and Mrs. John L. Kelsey Jay and Judy Anglada Mr. and Mrs. Stephen C. Coley
Ms. Janet Hunter Mr. Jesse G. Knipshild Mr. Cole Armstrong Bruce Colton
J.M. Hopwood Charitable Trust Mr. and Mrs. Christopher Kubasik Herb and Vicki Aspbury Connie M. Cook
Kip and Mary Jacoby Mr. William W. Lane Dr. and Mrs. James V. Atherton Mrs. John Cookson
Barclay and Dennis Kass Kate and Chet Lasell Ms. Carol Atkinson Allen D. Cornell
Ms. Katie Kirk Mrs. Charles M. Leighton Mrs. Charles Babcock Shawn Marie Council
The Luther Family Foundation, John & Brenda Locke Steve and Lucia Bailey Mr. and Mrs. Philip Coviello
John and Nancy Luther Mr. and Mrs. William E. Lower David and Tina Banta Stella and Paul Covill
Dr. Lynn Marran Mr. and Mrs. Richard Lowry Mrs. Bill Barnhouse Ms. Jessica Creel
Mr. and Mrs. James J. O’Connor, III Mr. and Mrs. Gordon S. Mann Jan and Marla Beck Mr. John Crisel
Jerry and Patricia Perkins Mr. Michael Paul Massey Mr. Keith Becker Ms. Rae Crisel
Lauren and John Roth Mr. John Moran Jayne and Paul Becker Bill and Nancy Curtis
Mr. and Mrs. John L. Salmon Dick and Lois Oehme Mr. and Mrs. Samuel Bell, Jr. Heather Dales
Jane and Jim Schwiering Mr. and Mrs. Raymond J. Ms. Alanna Bergianti Ms. Rhonda Daniels
John and Terry Souza Oglethorpe Jr. Michael and Diana Bickford Mrs. Patricia Daniels-Lindley
Mr. and Mrs. Andrew R. Taylor Ed and Tibra Parker Christopher and Amber Bieber Mr. and Mrs. George Davala
Mr. and Mrs. John W. Taylor Mr. and Mrs. Dean P. Phypers Lisa Black Wendy and Jim Daverman
The Stairwell Fund Greg and Betsy Rogolino John and Carolyn Bowers Dick and Maryanne Davis
Lois and Jim Thompson, in honor Jack and Penny Rohrbach Ms. Mellissa Brandon Mr. Leo De Leon
of J.A. “Coach” Thompson Mr. William Romans Ms. Sheryl Brecht Larry and Linda Depew
Mr. and Mrs. Robert E. Washburn Brad and Becky Rossway Zach Brewer Katharine and Rohit Desai
Andy and Robin Williams Mr. and Mrs. Robert Smith Mike Briante Mr. and Mrs. Glenn J. DeSimone
Nancy Briggs Mr. and Mrs. J. Hugh DevlinSILVER CIRCLE (CONTINUED)
Mr. and Mrs. Richard M. DeVos, Jr. Lesia and Doug Graybill Mr. and Mrs. Edmund Kelly Mrs. Phoebe Meehan
David A. DeWahl and Leah K. Scott Ms. Frenetta Green Bob and Kate Khanna Ms. Brooke Megrue
Chris DiBenedetto Robert and Melvena Grice Mr. Jamie Kirby Mr. and Mrs. Edwin Mellett
The Digiuseppi Family Mr. and Mrs. Brian Griffin The William and Valerie Kirk Liz and Nick Melnick
Ann and John Dillon Mr. and Mrs. Tyler Guettler Charitable Fund Dr. Noor Merchant
Levie Dixon Mr. and Mrs. Charles J. Gulino Jay and Linda Knoll Craig Merrill
Mr. and Mrs. S.H. Doggett, III Mr. and Mrs. Herbert W. Gullquist Rosemary F. Kotkowski Mr. Jeremy Messersmith
Rene and Alice Donars Mr. and Mrs. Roger Haines Joe Kowalczyk Muffe and Taylor Metcalfe
Gale and George Dorsey Michele L. Hall Jesse Krauss Karen K. Meyer
William R. Dupree III Bill and Pat Hamlin Mr. and Mrs. Brian Kroh Jeff Michael
Steve and Edie Dubord Mrs. George F. Hamner, Sr. John C. and Mary P. Kurtz Alejandrina Micket
Francis Dugan Mr. John Hardin DeDe Lambert Mr. and Mrs. James N. Mills
Sally and Don Dussing Mr. John V. E. Hardy Ms. Michelle Landreth Nancy and Dick Milsten
Mrs. Joan S. Edwards Mary & Gordon Harnett Patrick and Kay Leary Dr. George Mitchell, D.O.
LEADERSHIP DONORS
Ron and Kathy Edwards Mr. Casey Haro Mr. and Mrs. Alain Lebec Robert C. Mitcheltree
Mr. and Mrs. Lewis Eisenberg Ms. Crystal Hart Timothy A. Lei Mr. and Mrs. James E. Moltz
Chris and Becky Ellis Mr. Hendrik Hartong, Jr. Ms. Martha G. Lemasters Mr. and Mrs. Clifton Morris Jr.
Mr. and Mrs. David Elwell Grace M. Hay Dan and Teri Lewis Mr. James Morris
Brad and Rebecca Emmons Carol T. Henderson Randall Lewis Mr. and Mrs. Peter M. Mortimer
Mr. Dalton Ensling Mrs. Grace S. Hinkley Margo Lind Sam and Gail Murdough
Steve and Mary Evans Mr. and Mrs. Albert C. Horton Mr. Marco Lopez Edward Murphy, M.D.
Mr. David Faunce Mr. and Mrs. Edward K. How, Jr. Adrienne and Lou Lower Pam Neal
Mr. and Mrs. Gary Fischer Mr. and Mrs. Louis Hoynes, Jr. Ms. Kim Luttinger Anh Nguyen
David FitzSimons Ms. Carrie Huck Mrs. Barbara B. Lynch Mr. and Mrs. Lawrence Noesen
Mr. and Mrs. William Flatley Mr. and Mrs. William N. Hudson Nancy and Roger Lynch Ms. Shannon Oconnor
Susan and David Fowler G. M. Hughes Mrs. R. Donald MacDougall Roberta Olsen
Mr. and Mrs. Charles P.A. Frankenthal Jacqueline and John Hullar Gregory and Debbie MacKay Mr. and Mrs. Robert P. O’Meara
Mr. and Mrs. William H. Friesell Mr. John Hunkin and Tom and Cheryle Mackie Jay Owle
Patti and Ted Frith Ms. Susan Crocker Barry and Robin MacTaggart Harrison Parker
Michael Frothingham Rick and Laura Hurley Mr. Charles Mappin and Nicho and Carole Parks
Mr. Kyle Gabbard Indian River Exchange Packers Mr. Robert Franklin Liz. Patton
Ms. Stephanie Gallagher Dr. Jacqueline E. Jacobs Ms. Caroline Markfield Jorge Pena
Mr. Charles E. Garris Dr. and Mrs. Robert S. Janicki Ms. Yesenia Martell Deborah H. Peniston
Mr. John Garrison Dr. and Mrs. Leander Jennings Mr. and Mrs. Eugene F. McCulloch, Jr. Mr. and Mrs. Jonathan Peshke
Paul M. Genke and Lila Blakeslee Ronald & Latoya Jones Ms. Tracie McGinness Denise and Jacob Phelan
Mike & Lisa Giessert Roger and Lisa Jones Mr. and Mrs. Ronald McGlynn Ms. Alexis Piakis
Chris and Amy Glauber Mrs. Elizabeth Judd Mrs. William Ludwig Ms. Kimberly Piakis
Ms. Shannon Gload Mr. and Mrs. Paul Julian Dr. and Mrs. David J. McKenna Mr. Robert Poore
Daniel and Robin Glotzer Mr. and Mrs. Henry K. Justi Mr. and Mrs. Michael McManus Tom and Cheryl Porter
Mrs. Frances Golden The Kahle Foundation Ms. Katherine McMillan Mrs. Frederic B. Powers, Jr.
Marilynn and Willis Goldsmith Mrs. Fred Kasten Ruthie and Alan McNally Mr. Sean Pryor
Miriam Grabow Mr. Brian Keefer Greg and Melissa Medlock Mr. and Mrs. Robert Puff, Jr.SILVER CIRCLE (CONTINUED)
Mr. and Mrs. David L. Pyles Peter and Susan Soloman Mr. Stephen Taylor Robert J. Watson
Mr. and Mrs. Paul Quinn, Jr. Family Foundation Linda and Mel Teetz Mr. James Weixler
Mr. and Mrs. Robert D. Reisman Mr. and Mrs. Daniel E. Somes Doug Theall Mr. Kenneth L. Wessel
Mr. Jordan Rexford Mr. and Mrs. John A. Sommers Gerry Thistle Richard and Marsha Wheeler
Ms. Casey Rhodes Dr. and Mrs. J. Clyde Spencer, M.D. Mr. Charles Piermarini and Ms. Lisa White
Mr. and Mrs. Norman Rickard L. P. Sperry, Jr. Ms. Jamie Thorsen Robert Williams and Karen Katen
Mr. Travis Riley Michael and Doreen Sproule Mrs. Andrea Thurn Dave and Bonnie Wilson
Mr. Fabio Roberti Mr. Eric Stang Mr. and Mrs. Raymond Tice Jim and Karen Wingate
Maureen and Joe Roxe Diane and Norval Stephens Tom Tierney and Lisa Kahle Andrew and Leigh Wirth
The Roxe Foundation Mr. and Mrs. Thomas Steyer Mrs. James W. Titelman Leigh Wirth
Mrs. Thomas S. Royster Mr. and Mrs. Abbott Stillman Mr. and Mrs. William Tobin Mr. Frederick S. Wonham
Mr. and Mrs. John D. Rusher III Dr. Cary Stowe Jane and John Todd Mr. and Mrs. B. Robert Wood
SAD Foundation Byron and Nancy Sugahara Mr. and Mrs. Louis Tomasetti Bob Yust
James Savoie Peter and Terry Sullivan Mr. and Mrs. Sten Tonnessen Judy and Allen Zern
LEADERSHIP DONORS
Jeff and Cassie Schlitt Susan S. Sumner Mrs. Agnes C. Underwood Mr. and Mrs. Thomas V. Zeuthen
Bob Schlitt Jr. Mr. and Mrs. William Surette Ashley Lynn Upchurch Mr. and Mrs. Francis G. Ziegler
Mr. and Mrs. James E. Schneithorst Mr. and Mrs. Jeffrey Surprenant Liz Vris Jerry and Ellen Zollenberg
Schommer Properties Mr. and Mrs. Murray Swindell Mr. and Mrs. Stephen H. Warhover 3 Anonymous Donors
Carolyn and Bill Schrader Dhuanne and Douglas Tansill Mr. Douglas K. Watson and
Mr. S. Van Zandt Schreiber Phillip and Helen Tasker Ms. Susan Hunter
Mr. and Mrs. Frank C. Schroeder
John and Kathi Schumann
Sara and Axel Schupf
Warren and Virginia Schwerin
Michaela Scott, M.D.
Mrs. John C. Scully
Linda and Peter Seed
Andrew and Tracey Segal
Mike Sepesy
Seth Seymour
Jerry and Mary Rita Sheehan
Mrs. Charles V. Sheehan
Dick and Nancy Shoemate
Muddy Pond Trust Fund
Jordan and Meredith Sihombing
Sandy and Tom Slaughter
Sandy and Crosby Smith
Wanda and Jeff Smith
Mr. and Mrs. Joseph E. Smith
Scott Smith
Bob and Jackie SolariYOUR INVESTMENT MATTERS FINANCIALS
United Way Foundation of Indian River County, INCOME 24.8% Annual Campaign
Inc. is a separate nonprofit organization Contribution $86,580
Endowment Fund
classified as a Type I supporting organization. Investment Return, Net $5,657
It is governed by a local volunteer Board of
Directors comprised of financial professionals TOTAL
and community leaders. Public Support & Revenue $92,237
The Foundation is committed to building a EXPENSES
permanent endowment by generating funds in Community Support Services $65,302
UNITED WAY FOUNDATION
support of the community-wide work of United Endowment Operations $121,711
Way of Indian River County. 75.2% General
Total Expenses $187,013 Endowment Fund
Please find copies of our IRS 990 and our most Changes in Net Assets ($94,776)
recent audit at UnitedWayIRC.org/finances. Net Assets, Beginning of Year $4,584,691
Net Assets, End of Year $4,489,915
ASSETS
Annual Campaign Endowment
Endowed funds restricted in purpose to solely support United Way partner agency
programs as part of United Way’s annual community investment process.
POWER OF ENDOWMENT General Endowment
Endowed funds not restricted by donor in purpose to be used at the board’s discretion.
For the last several years the United Way Foundation has worked on a
critical project to secure the financial future of United Way of Indian River
County- building an endowment. The commitment of our Legacy Donors
allows UWIRC to make the most effective plans for the future, no matter
what lies ahead.
BOARD OF DIRECTORS
At the end of the 2019-2020 fiscal year, the United Way Foundation had
$4.65 million in assets under management with another $5.83 million in Clay Price Bill Grealis
Chairman
documented legacy gifts that will be realized in the future. Gifts to the Anthony Guettler
Foundation are invested for growth with a percentage available for Dennis Ferro
distribution each year to support and sustain the critically important work Vice Chairman Denis Marlo
being done by UWIRC. David Sams Dawn Michael
Treasurer
If United Way of Indian River County has been an essential part of your
charitable giving we would welcome an opportunity to meet with you and
Mike McGee
Secretary
Kacy Mitchell
Chad Morrison
STAFF
discuss legacy options that best suit you and your family’s goals. Jan S. Beck Randy Rolf
Elizabeth Ullian
Chris Clifford Johnathan Schwiering Executive Director
To learn more about endowing your annual support call Elizabeth Ullian,
Executive Director, United Way Foundation, at (772) 569-6777. Ned Dayton Leslie SwanLEGACY SOCIETY
The following companies, private foundations, and individuals have made
or made provisions for gifts to the Foundation to support the many facets
of the critically important work of our local United Way here in Indian River
County for generations to come.
TOCQUEVILLE LEGACY CIRCLE Fran Adams
Valerie and Douglas Anderson
Mr. and Mrs. Jack L. Ernsberger
Mr. and Mrs. Kenneth D. Felten
Eve Ballance in honor of Dennis and Ellen Ferro
The following individuals have either made or prepared provisions for a Norma Lister Henry Patrick Fitzgerald
thoughtful legacy gift to endow their annual gift to the United Way of Indian Alan Bartol Mr. and Mrs. William O. Fleming
River County as members of the esteemed Alexis de Tocqueville Society. Robert W. Bauchman Florida Power and Light
Each year, the Foundation will make a gift of $10,000 or more to the annual Lea Beadle Charitable Fund Gifford and Ellen Foley
campaign in their names in perpetuity. Sandra Block in honor of Mr. and Mrs. John B. Ford III
Barbara C. Block Faith G. Frazier
Clair Brunetti Jim and Jennifer Gabbard
Fred M. and Gay C. Blaicher Edward and Dawn Michael Mr. and Mrs. Anthony Buford, Jr. Priscilla and Dick Gavoor
Dick and Sally Brickman Lee and John Moore Michael and Miriam Burns Mrs. John R. Gould
Chris and Keena Clifford Marjorie Hopwood Richardson and Donald R. and Myra J. Burns Gracewood Fruit Company
Edward and Sherry Ann Dayton Danforth Kidd Richardson Doris Land Butler, in loving memory Norva Z. Green
LEGACY SOCIETY
Ralph T. King Sandy and Randy Rolf of Grace R. Byrd Lynn Hall
Jay and Linda Knoll Marlynn and Bill Scully Peter Roy Carney Marilyn Hammond
Betty and Jim McDonald Richard Canty and Jay W. Hart
Hope Woodhouse Margaret Harvey
John “Jack” Chamberlain Bill and Carolyn High
Susan L. Chenault Mr. and Mrs. Don R. Hinkley
LEADERSHIP LEGACY CIRCLE Mr. and Mrs. J. Warner Clark
P. Ross Cotherman, CPA
D. Lorne and Jane R. Coyle
John and Mary Hobart
John H. Holliday and
Phyllis B. Holliday
Carol Crittenden Richard and Lucy Hope
The following individuals have either made or made provisions for a
Mr. and Mrs. William C. Cummings J. M. Hopwood Charitable Trust
thoughtful legacy gift to endow their annual gift to the United Way of
Marybeth and Chuck Cunningham Mr. and Mrs. William B. Howell
Indian River County as members of the distinguished Leadership
Oscar H. and Helen L. Curry William K. and Barbara W. Howell
Investment Society. Each year, the Foundation will make a gift of $1,000-
Curtis Ward & Associates PA Henry H. Hoyt, Jr.
$9,999 to the annual campaign in their names in perpetuity.
Dr. and Mrs. William M. Cutler Allen and Ann Hubbard
Alice and Rene Donars Mr. and Mrs. William Y. Humphreys
Norman and Ann Baker Dr. Julie Vargo and Dr. David O’Brien Mr. and Mrs. Hamilton R. Duncan Indian River National Bank
Bill and Nancy Curtis David and Betsy Sams Mrs. Stewart A. Dunn Ilain Isaac
Chris and Don Loftus Daniel and Karen Somes Mr. and Mrs. David W. Edwards Mr. and Mrs. Richard S. Jackson
Jim and Melinda Marley Mr. and Mrs. Norval B. Stephens, Jr. Robert R. Elser and Kip and Mary Jacoby
Chad and Lisa Morrison Peter and Terry Sullivan Mary Lou Commerford Downing Jenks Charitable TrustLEGACY SOCIETY (CONTINUED)
George and Sandy Kahle Estate of Clarence W. Redstone Andy and Robin Williams Henry and Joan Woodhouse
The Kahle Foundation Mr. and Mrs. Robert D. Reisman Archie S. Wingfield, Jr. 43 donors who wish to
Michael and Sandy Kint Richardson Foundation Charitable Trust remain anonymous
William N. Kirk Mr. and Mrs. C. Graydon Rogers
Mr. and Mrs. F. Curtis Lane Hugh Rosaaen
Bobby and Lynn Lindsey Mrs. Katherine H. Rose
John J. and Francesca W. Logan
Mr. and Mrs. William E. Lower
Brad and Becky Rossway
David and Betsy Sams MEMORIAL GIFTS
Marcia P. Lunka Mark and Carolyn Sanchez
John and Nancy Luther The Schumann Foundation
Memorial gifts celebrating the life of the following individuals have been
Alma Lee Loy Mr. and Mrs. John Schumann, Jr.
made by their family, friends and colleagues to honor their philanthropic
Ursula Ma Marlynn and Bill Scully
spirit and forever support United Way’s working in advancing the common
Michelle and Josh Malyn Mr. and Mrs. John C. Scully
good here in Indian River County.
Mr. and Mrs. Thomas Manwaring Thomas and Charo Segura
The Estate of Stanley T. Manzer Mr. and Mrs. David Shapiro
Joseph L. and Sarah S. Marcum Fred and Jean Sirianni Louis Allocca J. Albert Marshall, Jr.
Dennis and Karen Marlo Peggy and John Sirich Elliot A. Baines Walter J. Matthews
Ed and Jo Massey Leroy Smith Jesse Loy Baldwin John McConnell, Sr.
Walter J. and Mae S. Matthews Louise L. Smith Kathleen Branca James Orr McCue, Jr.
Mildred D. McMichael Trust Mrs. Margaret A. Smith Elmer T. Browne John C. Metzger, Jr.
LEGACY SOCIETY
David and Claudia McNulty Mr. and Mrs. Benjamin F. Stahl, Jr. Margot Coleman Danforth Miller, Jr.
Dr. and Mrs. Roger Meyer Estate of Florabel L. Stevens Dorothy Coufos Jim Milliken
Mrs. Helen F. Miller in memory of Norman W. and Ann R. Stewart Archie T. Croteau Fils-Hime Naus
Danforth Miller, Jr. Tommy and Simonetta Steyer Mr. Charles E. Davis, Jr. Martin G. Noon
Manley H. Mitton Trust Rosanne and Jeffrey L. Susi Olga Draper Kay and Walter O’Malley
David Mixter and Carol Baldwin Leslie and Michael Swan Ellen Ann Dunham Christy Pappadouplos
John E. and Lee R. Moore Lois and Jim Thompson, in honor of J.B. Egan III C. Gorham Phillips
Mr. and Mrs. Charles W. Moritz J.A. “Coach” Thompson Charles V. Fenn Alphonsus Polackwich
Nextera Energy Foundation, Inc. Mr. and Mrs. Mark Thurn Thomas Fratar Mitchell Rendell
The M. J. O’Brien Family Foundation Mr. and Mrs. Charles M. Travis Hayden Harlow Elizabeth M. Rich
Anonymous Gift in Living Honor of Estate of Helen M. VanBlarcum Doris Hardesty Charlotte Anne Rolfe
Ralph and Jane King Mary Beth Vallar Mabel B. Harris Willliam Romanowski
O’Malley and Siedler Families Deborah Vickers Mr. Forrest Haselton Marguerite Schlitt
Beverly B. O’Neill James and Faith Victory Mr. and Mrs. William B. Howell Marguerite Lydia Shattuck
Mr. Richard W. Paull Christine and Mike Videtic Benjamin Jaques Jean Sirianni
Bill and Karen Penney Ethel M. Wasmuth Trust Charles R. Johnson Trevor Smith
Raymond T. Perring Karl E. Wenk, Jr. Ruth Karpf Jane Osborne Stoddard
William and Mary Phelan Lewis Stanley and Ray Kempkin Virginia Wollenzin
Deborah Morrell Polackwich and Myrna Newell Whitaker Ralph King George Wonderly
Alan Polackwich Kent and Judith Whittaker Thomas A. Lewis Joseph Zemke
Dan and Joan Preuss Elizabeth Whittall Jon W. Ludwig Ruth M. Zimmera g i n e
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