Search icon

ALLIANCE FOR INDEPENDENCE, INC. - Florida Company Profile

Company Details

Entity Name: ALLIANCE FOR INDEPENDENCE, 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: 24 Sep 1962 (62 years ago)
Last Event: CANCEL ADM DISS/REV
Event Date Filed: 17 Dec 2009 (15 years ago)
Document Number: 704563
FEI/EIN Number 590812958

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

Address: 2710 W MEMORIAL BLVD, LAKELAND, FL, 33815, US
Mail Address: 2710 W. Memorial Blvd, Lakeland, FL, 33815, US
ZIP code: 33815
County: Polk
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
403(B) THRIFT PLAN FOR EMPLOYEES OF ALLIANCE FOR INDEPENDENCE 2023 590812958 2024-07-31 ALLIANCE FOR INDEPENDENCE, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-05-01
Business code 624100
Sponsor’s telephone number 8636653846
Plan sponsor’s address 2710 W. MEMORIAL BOULEVARD, LAKELAND, FL, 33815
403(B) THRIFT PLAN FOR EMPLOYEES OF ALLIANCE FOR INDEPENDENCE 2022 590812958 2023-10-03 ALLIANCE FOR INDEPENDENCE, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-05-01
Business code 624100
Sponsor’s telephone number 8636653846
Plan sponsor’s address 2710 W. MEMORIAL BOULEVARD, LAKELAND, FL, 33815
403(B) THRIFT PLAN FOR EMPLOYEES OF ALLIANCE FOR INDEPENDENCE 2021 590812958 2022-10-11 ALLIANCE FOR INDEPENDENCE, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-05-01
Business code 624100
Sponsor’s telephone number 8636653846
Plan sponsor’s address P.O. BOX 25018, LAKELAND, FL, 338025018
403(B) THRIFT PLAN FOR EMPLOYEES OF ALLIANCE FOR INDEPENDENCE 2020 590812958 2021-07-30 ALLIANCE FOR INDEPENDENCE, INC. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-05-01
Business code 624100
Sponsor’s telephone number 8636653846
Plan sponsor’s address 1038 SUNSHINE DRIVE E., LAKELAND, FL, 33801
403(B) THRIFT PLAN FOR EMPLOYEES OF ALLIANCE FOR INDEPENDENCE 2019 590812958 2020-10-08 ALLIANCE FOR INDEPENDENCE, INC. 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-05-01
Business code 624100
Sponsor’s telephone number 8636653846
Plan sponsor’s address 1038 SUNSHINE DRIVE E., LAKELAND, FL, 33801
403(B) THRIFT PLAN FOR EMPLOYEES OF ALLIANCE FOR INDEPENDENCE 2018 590812958 2019-10-04 ALLIANCE FOR INDEPENDENCE, INC. 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-05-01
Business code 624100
Sponsor’s telephone number 8636653846
Plan sponsor’s address 1038 SUNSHINE DRIVE E., LAKELAND, FL, 33801
403(B) THRIFT PLAN FOR EMPLOYEES OF ALLIANCE FOR INDEPENDENCE 2017 590812958 2018-04-09 ALLIANCE FOR INDEPENDENCE 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-05-01
Business code 624100
Sponsor’s telephone number 8636653846
Plan sponsor’s address 1038 SUNSHINE DR E, LAKELAND, FL, 338016338

Signature of

Role Plan administrator
Date 2018-04-09
Name of individual signing FRANCES ALLEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-04-09
Name of individual signing KATIE DAUGHTREY
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN FOR EMPLOYEES OF ALLIANCE FOR INDEPENDENCE 2016 590812958 2017-05-02 ALLIANCE FOR INDEPENDENCE 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-05-01
Business code 624100
Sponsor’s telephone number 8636653846
Plan sponsor’s address 1038 SUNSHINE DR E, LAKELAND, FL, 338016338

Signature of

Role Plan administrator
Date 2017-05-02
Name of individual signing SHAWNA BUTLER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-05-02
Name of individual signing SHAWNA BUTLER
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN FOR EMPLOYEES OF ALLIANCE FOR INDEPENDENCE 2015 590812958 2016-04-11 ALLIANCE FOR INDEPENDENCE 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-05-01
Business code 624100
Sponsor’s telephone number 8636653846
Plan sponsor’s address 1038 SUNSHINE DR E, LAKELAND, FL, 338016338

Signature of

Role Plan administrator
Date 2016-04-11
Name of individual signing FRANCES ALLEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-04-11
Name of individual signing FRANCES ALLEN
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN FOR EMPLOYEES OF ALLIANCE FOR INDEPENDENCE 2014 590812958 2015-05-06 ALLIANCE FOR INDEPENDENCE 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-05-01
Business code 624100
Sponsor’s telephone number 8636653846
Plan sponsor’s address 1038 SUNSHINE DR E, LAKELAND, FL, 338016338

Signature of

Role Plan administrator
Date 2015-05-06
Name of individual signing FRANCES ALLEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-04-28
Name of individual signing FRANCES ALLEN
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
ADAMS JENNIFER S Chairman 5015 S FLORIDA AVE, LAKELAND, FL, 33813
James Previte Treasurer 1905 Florida Ave. S, Lakeland, FL, 33803
HERNAN ANDREW M Secretary 3404 Reynolds Road, Lakeland, FL, 33801
Labrador Jennifer Exec 15345 Agnus Rd., Polk City, FL, 33868
LABRADOR JENNIFER Agent 2710 W MEMORIAL BLVD, LAKELAND, FL, 33815

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2024-05-22 LABRADOR, JENNIFER -
REGISTERED AGENT ADDRESS CHANGED 2024-03-13 2710 W MEMORIAL BLVD, LAKELAND, FL 33815 -
CHANGE OF MAILING ADDRESS 2024-01-17 2710 W MEMORIAL BLVD, LAKELAND, FL 33815 -
CHANGE OF PRINCIPAL ADDRESS 2022-01-13 2710 W MEMORIAL BLVD, LAKELAND, FL 33815 -
CANCEL ADM DISS/REV 2009-12-17 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2009-09-25 - -
NAME CHANGE AMENDMENT 2007-09-27 ALLIANCE FOR INDEPENDENCE, INC. -
REINSTATEMENT 1994-11-10 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 1994-08-26 - -
NAME CHANGE AMENDMENT 1983-04-22 POLK COUNTY ASSOCIATION FOR HANDICAPPED CITIZENS, INC. -

Documents

Name Date
ANNUAL REPORT 2025-01-09
AMENDED ANNUAL REPORT 2024-05-22
AMENDED ANNUAL REPORT 2024-03-13
ANNUAL REPORT 2024-01-17
ANNUAL REPORT 2023-01-24
ANNUAL REPORT 2022-01-13
ANNUAL REPORT 2021-01-14
ANNUAL REPORT 2020-01-31
ANNUAL REPORT 2019-04-01
ANNUAL REPORT 2018-01-09

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-0812958 Corporation Unconditional Exemption 1038 SUNSHINE DR E, LAKELAND, FL, 33801-6338 1962-10
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, Educational Organization, Local Association of Employees, Agricultural Organization, Horticultural Organization, Board of Trade, Business League, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Voluntary Employees' Beneficiary Association (Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Mutual Ditch or Irrigation Co., Burial Association, Cemetery Company, Credit Union, Other Mutual Corp. or Assoc., 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 2022-09
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 3429024
Income Amount 1396115
Form 990 Revenue Amount 1311746
National Taxonomy of Exempt Entities -
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 ALLIANCE FOR INDEPENDENCE INC
EIN 59-0812958
Tax Period 202209
Filing Type E
Return Type 990
File View File
Organization Name ALLIANCE FOR INDEPENDENCE INC
EIN 59-0812958
Tax Period 202109
Filing Type E
Return Type 990
File View File
Organization Name ALLIANCE FOR INDEPENDENCE INC
EIN 59-0812958
Tax Period 201909
Filing Type E
Return Type 990
File View File
Organization Name ALLIANCE FOR INDEPENDENCE INC
EIN 59-0812958
Tax Period 201809
Filing Type E
Return Type 990
File View File
Organization Name ALLIANCE FOR INDEPENDENCE INC
EIN 59-0812958
Tax Period 201709
Filing Type E
Return Type 990
File View File
Organization Name ALLIANCE FOR INDEPENDENCE INC
EIN 59-0812958
Tax Period 201609
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5093487108 2020-04-13 0455 PPP 1038 Sunshine Dr E, Lakeland, FL, 33801
Loan Status Date 2021-03-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 167182
Loan Approval Amount (current) 167182
Undisbursed Amount 0
Franchise Name -
Lender Location ID 446773
Servicing Lender Name Bank of Central Florida
Servicing Lender Address 5015 S Florida Ave, LAKELAND, FL, 33813-5502
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Lakeland, POLK, FL, 33801-0001
Project Congressional District FL-18
Number of Employees 23
NAICS code 813311
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 446773
Originating Lender Name Bank of Central Florida
Originating Lender Address LAKELAND, FL
Gender Female Owned
Veteran Unanswered
Forgiveness Amount 168197.58
Forgiveness Paid Date 2021-02-12
3446938301 2021-01-22 0455 PPS 1038 Sunshine Dr E, Lakeland, FL, 33801-6338
Loan Status Date 2022-05-06
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 100100
Loan Approval Amount (current) 100100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 446773
Servicing Lender Name Bank of Central Florida
Servicing Lender Address 5015 S Florida Ave, LAKELAND, FL, 33813-5502
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Lakeland, POLK, FL, 33801-6338
Project Congressional District FL-18
Number of Employees 23
NAICS code 813319
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 446773
Originating Lender Name Bank of Central Florida
Originating Lender Address LAKELAND, FL
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 101177.79
Forgiveness Paid Date 2022-04-19

Date of last update: 01 Mar 2025

Sources: Florida Department of State