Nonprofit · EIN 23-7273540
UNITED WAY OF MARTIN COUNTY INC
Tax-exempt · STUART, FL 34994
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,895,269 | $2,484,562 | $410,707 | $3,593,262 | $1,533,967 | $2,059,295 |
| June 30, 2024 | 990 | $2,633,168 | $2,339,814 | $293,354 | $3,128,017 | $1,482,553 | $1,645,464 |
| June 30, 2023 | 990 | $2,644,319 | $2,344,331 | $299,988 | $2,865,408 | $1,517,151 | $1,348,257 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,774,046
- of which government grants
- $175,478
- Program service revenue
- $0
- Investment income
- $112,312
- Net gain from sales of assets
- $9
- Net income from fundraising events
- $8,911
- Other revenue
- $8,911
Expenses
- Grants and similar amounts paid
- $1,068,592
- Compensation of officers, directors and key employees
- $189,773
- Other salaries and wages
- $332,434
- Salaries, compensation and benefits (total)
- $653,053
- Professional fundraising fees
- $0
- Accounting fees
- $7,000
- Occupancy
- $67,489
- Travel
- $3,894
- Depreciation
- $7,242
- Program services (functional)
- $2,097,199
- Management and general (functional)
- $285,040
- Fundraising (functional)
- $102,323
Balance sheet and other
- Total assets, start of year
- $3,128,017
- Total assets, end of year
- $3,593,262
- Total liabilities, end of year
- $1,533,967
- Net assets, end of year
- $2,059,295
- Land, buildings and equipment
- $9,528
- Net assets without donor restrictions
- $1,691,576
- Net assets with donor restrictions
- $367,719
- Gross receipts
- $2,916,685
- Employees
- 9
- Volunteers
- 625
- Year formed
- 1972
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CAROL HOUWAART-DIEZ | PRESIDENT & CEO Officer | 46 | $165,614 | $47,878 |
| MICHAEL BORLAUG | CHAIR ELECT Trustee or director, Officer | 2 | $0 | $0 |
| MARK ROBERTS | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| BLAKE DAVIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRYAN GARNER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEPHEN QUINTYNE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DEREK ORTADO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEPHANIE QUIRANTES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GEOFF LIEBERMAN | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| NATALIE DESMANGLES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHUCK SHAFFER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID SARNO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TONY LAVARGNA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TARYN KRYZDA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AMY BOTTEGAL | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAMARA MATTHEW | SECRETARY Trustee or director, Officer | 2 | $0 |
| MARY ANNE CANNON | DIRECTOR Trustee or director | 2 | $0 |
| JENNIFER SALAS | DIRECTOR Trustee or director | 2 | $0 |
| MUFFIN ADAMIAK | DIRECTOR Trustee or director | 2 | $0 |
| RICHARD LOSARDO | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL MAINE | DIRECTOR Trustee or director | 2 | $0 |
| JOSH FERRARO | DIRECTOR Trustee or director | 2 | $0 |
| NIMESH PATEL | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CAROL HOUWAART-DIEZ | PRESIDENT & CEO Officer | 46 | $157,646 | $42,411 |
| THERESA SCHINEIS | VP FINANCE Officer | 39 | $95,711 | $26,109 |
| MICHAEL BORLAUG | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARK ROBERTS | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| BLAKE DAVIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRYAN GARNER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KHERRI ANDERSON | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| THOMAS CAMPENNI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RUTH PIETRUSZEWSKI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GEOFF LIEBERMAN | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ELLIOT PAUL | CHAIR ELECT Trustee or director, Officer | 2 | $0 | $0 |
| CHUCK SHAFFER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVE WISHART | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ARATI HAMMOND | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GENE ZWEBEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AMY BOTTEGAL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TAMARA MATTHEW | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MARY ANNE CANNON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JENNIFER SALAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MUFFIN ADAMIAK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RICHARD LOSARDO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL MAINE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOSH FERRARO | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CAROL HOUWAART-DIEZ | PRESIDENT & CEO Officer | 41 | $158,856 | $42,693 |
| THERESA SCHINEIS | VP FINANCE Officer | 39 | $99,096 | $24,335 |
| MICHAEL BORLAUG | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARK ROBERTS | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| BLAKE DAVIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRYAN GARNER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHUCK GEARY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KHERRI ANDERSON | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| THOMAS CAMPENNI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RUTH PIETRUSZEWSKI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GEOFF LIEBERMAN | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ELLIOT PAUL | CHAIR ELECT Trustee or director, Officer | 2 | $0 | $0 |
| CHUCK SHAFFER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOSEPH TUMMINELLI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVE WISHART | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ARATI HAMMOND | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GENE ZWEBEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AMY BOTTEGAL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TAMARA MATTHEW | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| DR JOHN MILLAY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARY ANNE CANNON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JENNIFER SALAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MUFFIN ADAMIAK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RICHARD LOSARDO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER T SOSKA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ALESSANDRO ANZALONE | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 10 SE CENTRAL PKWY STE 101, STUART, FL 34994-5914
- Principal officer (990 for 2024)
- CAROL HOUWAART-DIEZ, POST OFFICE BOX 362, STUART, FL 34995
- Signed the 990
- MARK ROBERTS, TREASURER
- Phone
- (772) 283-4800
- Website
- WWW.UNITEDWAYMARTIN.ORG
- Return prepared by
- BERGER TOOMBS ELAM GAINES & FRANK
Mission
THROUGH FUNDRAISING, VOLUNTEERISM, AND ADVOCACY, UNITED WAY BRINGS THE COMMUNITY TOGETHER TO LEVERAGE THE RESOURCES NEEDED TO TAKE ACTION ON HUMAN CARE NEEDS AND IMPROVE THE QUALITY OF LIFE FOR MARTIN COUNTY RESIDENTS.
Program accomplishments
- GRANTS - UNITED WAY INVESTS FUNDS IN PROGRAMS FOCUSING ON EDUCATION, FINANCIAL SECURITY AND HEALTH THAT ARE IDENTIFIED IN MARTIN COUNTY. THE BOARD OF DIRECTORS DETERMINES ANNUAL FUNDING PRIORITIES AND FUNDING AVAILABLE FOR DISTRIBUTION. ANY AGENCY THAT SERVES THE RESIDENTS OF MARTIN COUNTY THAT IS A 501(C)(3) ORGANIZATION AND ANY QUALIFYING PUBLIC ENTITIES ARE ELIGIBLE TO SUBMIT GRANT REQUESTS FOR FUNDING CONSIDERATION. FOR THE REPORTING YEAR, APPLICATIONS WERE REVIEWED BY A DIVERSE GROUP OF 37 LOCAL VOLUNTEERS DONATING 339 HOURS OF TIME TO THE CITIZEN GRANT REVIEW PROCESS. THE VOLUNTEERS EVALUATED GRANT REQUESTS, DID A SITE TOUR AND THEN MADE A RECOMMENDATION BASED ON HOW THE PROGRAM MET SPECIFIC OUTCOME OBJECTIVES AND OPERATED IN A COST EFFECTIVE MANNER. THE BOARD OF DIRECTORS APPROVED FUNDING TO 38 EXTERNAL PROGRAMS.Expenses $1,045,001 · grants $1,045,001
- OTHER PROGRAM RELATED DISTRIBUTIONS - UNITED WAY PROVIDES DIRECT PROGRAM SERVICES FOR THE RESIDENTS OF MARTIN COUNTY INCLUDING EMERGENCY RENT/MORTGAGE AND UTILITY ASSISTANCE TO WORKING RESIDENTS IN NEED OF A HELPING HAND-UP; FREE TRANSPORTATION FOR HEALTH, EMPLOYMENT, FOOD AND OTHER CRITICAL SERVICES FOR THOSE FACING TRANSPORTATION BARRIERS; AND HOLIDAY ASSISTANCE TO OVER 900 FAMILIES WHICH INCLUDES TOYS, BIKES AND FOOD FOR A HOLIDAY MEAL.Expenses $230,251 · grants $23,591
- VOLUNTEER UNITED - UNITED WAY OFFERS A FULL SERVICE VOLUNTEER CENTER THAT ENGAGES INDIVIDUALS, SENIORS, FAMILIES, BUSINESSES, AND CIVIC GROUPS IN VOLUNTEER EFFORTS THAT HELP STRENGTHEN MARTIN COUNTY AND ITS NONPROFIT AGENCIES. PROJECTS OPERATED THROUGH VOLUNTEER UNITED INCLUDE THE ANNUAL UNITED WAY HOLIDAY PROJECT, AMERICORPS SENIORS, THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM, AND THE COORDINATION OF SERVICE PROJECTS AT THE REQUEST OF LOCAL EMPLOYERS AND SERVICE ORGANIZATIONS.Expenses $196,923
- COMMUNITY FUND DISTRIBUTION - THIS PROGRAM MANAGES THE VOLUNTEER CITIZEN REVIEW PROCESS WHICH CONSIDERS ALL AVAILABLE RESOURCES AND COMMUNITY NEEDS FOR HUMAN CARE IN THE ALLOCATION OF UNITED WAY FUNDS.Expenses $625,024
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7273540
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1976
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $3,593,262
- Income (IRS master file)
- $2,916,685
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,895,269 | $2,484,562 | $3,593,262 | IRS |
| 990 | June 2024 | $2,633,168 | $2,339,814 | $3,128,017 | IRS |
| 990 | June 2023 | $2,644,319 | $2,344,331 | $2,865,408 | XML |
| 990 | June 2022 | $2,553,395 | $2,654,091 | $2,118,776 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7273540).
Questions about UNITED WAY OF MARTIN COUNTY INC
- What is the EIN of UNITED WAY OF MARTIN COUNTY INC?
- The employer identification number (EIN) of UNITED WAY OF MARTIN COUNTY INC is 23-7273540.
- Is UNITED WAY OF MARTIN COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to UNITED WAY OF MARTIN COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF MARTIN COUNTY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF MARTIN COUNTY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF MARTIN COUNTY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF MARTIN COUNTY INC?
- The 990 for the year ended June 30, 2025 names CAROL HOUWAART-DIEZ.
- Who are the officers and directors of UNITED WAY OF MARTIN COUNTY INC?
- The 990 for the year ended June 30, 2025 lists 23 people; 1 received compensation from the organization, the highest $165,614 (CAROL HOUWAART-DIEZ, PRESIDENT & CEO).
- How much revenue does UNITED WAY OF MARTIN COUNTY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,895,269, expenses of $2,484,562 and total assets of $3,593,262 at year end.
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All nonprofits in STUART · Florida · Philanthropy, voluntarism and grantmaking foundations