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UNITED WAY OF INDIAN RIVER COUNTY, INC. - Florida Company Profile

Company Details

Entity Name: UNITED WAY OF INDIAN RIVER COUNTY, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 02 Sep 1961 (64 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 29 Aug 1975 (50 years ago)
Document Number: 702852
FEI/EIN Number 591087090

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 1836 14TH AVENUE, VERO BEACH, FL, 32960, US
Mail Address: P. O. Box 1960, VERO BEACH, FL, 32961-1960, US
ZIP code: 32960
County: Indian River
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
403(B) THRIFT PLAN OF UNITED WAY OF INDIAN RIVER COUNTY 2021 591087090 2022-08-25 UNITED WAY OF INDIAN RIVER COUNTY 17
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2003-09-01
Business code 813000
Sponsor’s telephone number 7725678900
Plan sponsor’s address PO BOX 1960, VERO BEACH, FL, 329611960

Signature of

Role Plan administrator
Date 2022-08-25
Name of individual signing MEREDITH EGAN
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNITED WAY OF INDIAN RIVER COUNTY 2020 591087090 2021-07-24 UNITED WAY OF INDIAN RIVER COUNTY 17
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2003-09-01
Business code 813000
Sponsor’s telephone number 7725678900
Plan sponsor’s address PO BOX 1960, VERO BEACH, FL, 329611960

Signature of

Role Plan administrator
Date 2021-07-24
Name of individual signing MELISSA OGONOSKI
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNITED WAY OF INDIAN RIVER COUNTY 2019 591087090 2020-06-16 UNITED WAY OF INDIAN RIVER COUNTY 18
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2003-09-01
Business code 813000
Sponsor’s telephone number 7725678900
Plan sponsor’s address PO BOX 1960, VERO BEACH, FL, 329611960

Signature of

Role Plan administrator
Date 2020-06-16
Name of individual signing MELISSA OGONOSKI
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNITED WAY OF INDIAN RIVER COUNTY 2018 591087090 2019-05-14 UNITED WAY OF INDIAN RIVER COUNTY 14
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2003-09-01
Business code 813000
Sponsor’s telephone number 7725678900
Plan sponsor’s address PO BOX 1960, VERO BEACH, FL, 329611960

Signature of

Role Plan administrator
Date 2019-05-14
Name of individual signing MELISSA OGONOSKI
Valid signature Filed with authorized/valid electronic signature
403 B THRIFT PLAN OF UNITED WAY OF INDIAN RIVER COUNTY 2017 591087090 2018-06-28 UNITED WAY OF INDIAN RIVER COUNTY 18
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2003-09-01
Business code 813000
Sponsor’s telephone number 7725678900
Plan sponsor’s address PO BOX 1960, VERO BEACH, FL, 329611960

Signature of

Role Plan administrator
Date 2018-06-28
Name of individual signing MELISSA OGONOSKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-28
Name of individual signing MELISSA OGONOSKI
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNITED WAY OF INDIAN RIVER COUNTY 2016 591087090 2017-05-11 UNITED WAY OF INDIAN RIVER COUNTY 13
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2003-09-01
Business code 813000
Sponsor’s telephone number 7725678900
Plan sponsor’s address PO BOX 1960, VERO BEACH, FL, 32961

Signature of

Role Plan administrator
Date 2017-05-11
Name of individual signing MELISSA OGONOSKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-05-11
Name of individual signing MELISSA OGONOSKI
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNITED WAY OF INDIAN RIVER COUNTY 2015 591087090 2016-05-04 UNITED WAY OF INDIAN RIVER COUNTY 13
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2003-09-01
Business code 813000
Sponsor’s telephone number 7725678900
Plan sponsor’s address PO BOX 1960, VERO BEACH, FL, 32961

Signature of

Role Plan administrator
Date 2016-05-04
Name of individual signing MELISSA OGONOSKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-04
Name of individual signing MELISSA OGONOSKI
Valid signature Filed with incorrect/unrecognized electronic signature
403(B) THRIFT PLAN OF UNITED WAY OF INDIAN RIVER COUNTY 2014 591087090 2015-06-22 UNITED WAY OF INDIAN RIVER COUNTY 12
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2003-09-01
Business code 813000
Sponsor’s telephone number 7725678900
Plan sponsor’s address PO BOX 1960, VERO BEACH, FL, 32961

Signature of

Role Plan administrator
Date 2015-06-22
Name of individual signing MICHAEL KINT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-22
Name of individual signing MICHAEL KINT
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNITED WAY OF INDIAN RIVER COUNTY 2013 591087090 2014-06-05 UNITED WAY OF INDIAN RIVER COUNTY 13
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2003-09-01
Business code 813000
Sponsor’s telephone number 7725678900
Plan sponsor’s address PO BOX 1960, VERO BEACH, FL, 32961

Signature of

Role Plan administrator
Date 2014-06-05
Name of individual signing MICHAEL KINT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-06-05
Name of individual signing MICHAEL KINT
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNITED WAY OF INDIAN RIVER COUNTY 2012 591087090 2013-07-10 UNITED WAY OF INDIAN RIVER COUNTY 11
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2003-09-01
Business code 813000
Sponsor’s telephone number 7725678900
Plan sponsor’s address PO BOX 1960, VERO BEACH, FL, 32961

Signature of

Role Plan administrator
Date 2013-07-10
Name of individual signing MICHAEL KINT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-10
Name of individual signing MICHAEL KINT
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Schlitt Jeff Past 1717 Indian River Blvd., Vero Beach, FL, 32960
Churchill Jessica Treasurer 815 Colorado Ave., Stuart, FL, 34994
EGAN MEREDITH Chief Executive Officer 1836 14TH AVENUE, VERO BEACH, FL, 32960
Petersen Jeff Boar 600 Beachland Blvd., Vero Beach, FL, 32963
Nall Katie Secretary 6155 College Lane, Vero Beach, FL, 32966
EGAN MEREDITH Agent 1836 14TH AVENUE, VERO BEACH, FL, 32961

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2021-02-17 EGAN, MEREDITH -
CHANGE OF MAILING ADDRESS 2016-03-18 1836 14TH AVENUE, VERO BEACH, FL 32960 -
CHANGE OF PRINCIPAL ADDRESS 2010-04-01 1836 14TH AVENUE, VERO BEACH, FL 32960 -
REGISTERED AGENT ADDRESS CHANGED 2005-03-28 1836 14TH AVENUE, VERO BEACH, FL 32961 -
NAME CHANGE AMENDMENT 1975-08-29 UNITED WAY OF INDIAN RIVER COUNTY, INC. -

Documents

Name Date
ANNUAL REPORT 2024-02-09
ANNUAL REPORT 2023-02-10
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-02-17
ANNUAL REPORT 2020-02-07
ANNUAL REPORT 2019-03-29
ANNUAL REPORT 2018-04-03
ANNUAL REPORT 2017-03-31
ANNUAL REPORT 2016-03-18
ANNUAL REPORT 2015-02-23

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-1087090 Corporation Unconditional Exemption PO BOX 1960, VERO BEACH, FL, 32961-1960 1965-09
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2024-06
Asset 1,000,000 to 4,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 3670617
Income Amount 3694988
Form 990 Revenue Amount 3163300
National Taxonomy of Exempt Entities Philanthropy, Voluntarism and Grantmaking Foundations: Federated Giving Programs
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name UNITED WAY OF INDIAN RIVER COUNTY INC
EIN 59-1087090
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF INDIAN RIVER COUNTY INC
EIN 59-1087090
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF INDIAN RIVER COUNTY INC
EIN 59-1087090
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF INDIAN RIVER COUNTY INC
EIN 59-1087090
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF INDIAN RIVER COUNTY INC
EIN 59-1087090
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF INDIAN RIVER COUNTY INC
EIN 59-1087090
Tax Period 201806
Filing Type P
Return Type 990
File View File
Organization Name UNITED WAY OF INDIAN RIVER COUNTY INC
EIN 59-1087090
Tax Period 201706
Filing Type P
Return Type 990
File View File
Organization Name UNITED WAY OF INDIAN RIVER COUNTY INC
EIN 59-1087090
Tax Period 201606
Filing Type P
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4960887104 2020-04-13 0455 PPP 1836 14th Ave, Vero Beach, FL, 32960
Loan Status Date 2020-12-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 133865
Loan Approval Amount (current) 133865
Undisbursed Amount 0
Franchise Name -
Lender Location ID 121441
Servicing Lender Name Marine Bank & Trust Company
Servicing Lender Address 571 Beachland Blvd, VERO BEACH, FL, 32963-1742
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Vero Beach, INDIAN RIVER, FL, 32960-0300
Project Congressional District FL-08
Number of Employees 11
NAICS code 923130
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 121441
Originating Lender Name Marine Bank & Trust Company
Originating Lender Address VERO BEACH, FL
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 134605.84
Forgiveness Paid Date 2020-11-03

Date of last update: 01 Apr 2025

Sources: Florida Department of State