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  5. UNITED WAY OF LEE COUNTY, INC.

UNITED WAY OF LEE COUNTY, INC. - Florida Company Profile

Company Details

Entity Name: UNITED WAY OF LEE 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: 08 Jul 1963 (62 years ago)
Last Event: CORPORATE MERGER
Event Date Filed: 11 Jun 1998 (27 years ago)
Document Number: 705860
FEI/EIN Number 591005169

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 7273 CONCOURSE DR, FT. MYERS, FL, 33908, US
Mail Address: 7273 CONCOURSE DR, FT. MYERS, FL, 33908, US
ZIP code: 33908
County: Lee
Place of Formation: FLORIDA

National Provider Identifier

NPI Enumeration Date Last Update Date Mailing Address Practice Location Address
1326422544 2015-07-17 2015-07-17 7273 CONCOURSE DR, FORT MYERS, FL, 339082604, US 7273 CONCOURSE DR, FORT MYERS, FL, 339082604, US

Contacts
Phone +1 239-433-2000
Fax 2394330217

Authorized person
Name MR. CLIFFORD W SMITH
Role PRESIDENT
Phone 2394332000

Taxonomy
Taxonomy Code 251S00000X - Community/Behavioral Health Agency
Is Primary Yes

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UNITED WAY OF LEE COUNTY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2023 591005169 2024-07-29 UNITED WAY OF LEE COUNTY, INC. 61
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2394332000
Plan sponsor’s address 7273 CONCOURSE DRIVE, FORT MYERS, FL, 33908
UNITED WAY OF LEE COUNTY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 591005169 2023-09-18 UNITED WAY OF LEE COUNTY, INC. 54
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2394332000
Plan sponsor’s address 7273 CONCOURSE DRIVE, FORT MYERS, FL, 33908
UNITED WAY OF LEE COUNTY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 591005169 2022-06-02 UNITED WAY OF LEE COUNTY, INC. 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2394332000
Plan sponsor’s address 7273 CONCOURSE DRIVE, FORT MYERS, FL, 33908
UNITED WAY OF LEE COUNTY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 591005169 2021-05-28 UNITED WAY OF LEE COUNTY, INC. 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2394332000
Plan sponsor’s address 7273 CONCOURSE DRIVE, FORT MYERS, FL, 33908
UNITED WAY OF LEE COUNTY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 591005169 2020-05-20 UNITED WAY OF LEE COUNTY, INC. 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2394332000
Plan sponsor’s address 7273 CONCOURSE DRIVE, FORT MYERS, FL, 33908
UNITED WAY OF LEE COUNTY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 591005169 2019-06-06 UNITED WAY OF LEE COUNTY, INC. 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2394332000
Plan sponsor’s address 7273 CONCOURSE DRIVE, FORT MYERS, FL, 33908
UNITED WAY OF LEE COUNTY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 591005169 2018-05-11 UNITED WAY OF LEE COUNTY, INC. 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2394332000
Plan sponsor’s address 7273 CONCOURSE DRIVE, FORT MYERS, FL, 33908
UNITED WAY OF LEE COUNTY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 591005169 2017-06-30 UNITED WAY OF LEE COUNTY, INC. 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2394332000
Plan sponsor’s address 7273 CONCOURSE DRIVE, FORT MYERS, FL, 33908

Signature of
Role Plan administrator
Date 2017-06-30
Name of individual signing CLIFFORD W. SMITH
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF LEE COUNTY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 591005169 2016-06-03 UNITED WAY OF LEE COUNTY, INC. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2394332000
Plan sponsor’s address 7273 CONCOURSE DRIVE, FORT MYERS, FL, 33908

Signature of
Role Plan administrator
Date 2016-06-03
Name of individual signing CLIFFORD W. SMITH
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF LEE COUNTY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 591005169 2015-03-20 UNITED WAY OF LEE COUNTY, INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 2394332000
Plan sponsor’s address 7273 CONCOURSE DRIVE, FORT MYERS, FL, 33908

Signature of
Role Plan administrator
Date 2015-03-20
Name of individual signing CLIFFORD W. SMITH
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Hawkins Cynthia M Treasurer 5249 Summerlin Commons Blvd, FORT MYERS, FL, 33907
SNELL MARY VLASAK Secretary POST OFFICE DRAWER 1507, FORT MYERS, FL, 33902
Hawkins Cynthia M Director 5249 Summerlin Commons Blvd, FORT MYERS, FL, 33907
SNELL MARY VLASAK Director POST OFFICE DRAWER 1507, FORT MYERS, FL, 33902
Joy Jeannine M President 7273 CONCOURSE DR, FT. MYERS, FL, 33908
Joy Jeannine M Director 7273 CONCOURSE DR, FT. MYERS, FL, 33908
Branning Noelle Chairman 2480 Thompson Street, Fort Myers, FL, 33901
JOY JEANNINE M Agent 7273 CONCOURSE DRIVE, FT. MYERS, FL, 33908

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G22000032218 UNITED WAY OF LEE, HENDRY, AND GLADES COUNTIES ACTIVE 2022-03-11 2027-12-31 - 7273 CONCOURSE DRIVE, FORT MYERS, FL, 33908
G14000012893 UNITED WAY OF LEE, HENDRY, GLADES AND OKEECHOBEE COUNTIES EXPIRED 2014-02-06 2019-12-31 - 7273 CONCOURSE DRIVE, FORT MYERS, FL, 33908

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2019-08-19 JOY, JEANNINE M -
CHANGE OF MAILING ADDRESS 2010-04-21 7273 CONCOURSE DR, FT. MYERS, FL 33908 -
CHANGE OF PRINCIPAL ADDRESS 2009-04-23 7273 CONCOURSE DR, FT. MYERS, FL 33908 -
REGISTERED AGENT ADDRESS CHANGED 2009-04-23 7273 CONCOURSE DRIVE, FT. MYERS, FL 33908 -
CORPORATE MERGER 1998-06-11 - CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 1. CORPORATE MERGER NUMBER 100000018481
NAME CHANGE AMENDMENT 1983-03-03 UNITED WAY OF LEE COUNTY, INC. -

Documents

Name Date
ANNUAL REPORT 2024-01-30
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-02-10
ANNUAL REPORT 2021-01-25
ANNUAL REPORT 2020-03-26
AMENDED ANNUAL REPORT 2019-10-08
Reg. Agent Change 2019-08-19
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-03-26
ANNUAL REPORT 2017-03-15

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-1005169 Corporation Unconditional Exemption 7273 CONCOURSE DR, FORT MYERS, FL, 33908-2604 1964-05
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 2023-12
Asset 10,000,000 to 49,999,999
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 22123032
Income Amount 47238073
Form 990 Revenue Amount 45642872
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 LEE COUNTY INC
EIN 59-1005169
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF LEE COUNTY INC
EIN 59-1005169
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF LEE COUNTY INC
EIN 59-1005169
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF LEE COUNTY INC
EIN 59-1005169
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF LEE COUNTY INC
EIN 59-1005169
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF LEE COUNTY INC
EIN 59-1005169
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF LEE COUNTY INC
EIN 59-1005169
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF LEE COUNTY INC
EIN 59-1005169
Tax Period 201512
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
8523947000 2020-04-08 0455 PPP 7273 CONCOURSE DR, FORT MYERS, FL, 33908-2604
Loan Status Date 2021-05-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 445300
Loan Approval Amount (current) 445300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 67422
Servicing Lender Name First Horizon Bank
Servicing Lender Address 165 Madison Ave, MEMPHIS, TN, 38103-2723
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address FORT MYERS, LEE, FL, 33908-2604
Project Congressional District FL-19
Number of Employees 47
NAICS code 624190
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 78586
Originating Lender Name IberiaBank, A Division of First Horizon Bank
Originating Lender Address Lafayette, LA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 449963.28
Forgiveness Paid Date 2021-05-03

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Companies related by address

No other companies in our directory share the same address as UNITED WAY OF LEE COUNTY, INC.

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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