Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Duval
    4. ›
  4. 32202
    5. ›
  5. UNITED WAY OF NORTHEAST FLORIDA, INC.

UNITED WAY OF NORTHEAST FLORIDA, INC. - Florida Company Profile

Company Details

Entity Name: UNITED WAY OF NORTHEAST FLORIDA, 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: 29 Dec 1964 (60 years ago)
Last Event: AMENDED AND RESTATED ARTICLES
Event Date Filed: 09 Aug 2018 (7 years ago)
Document Number: 708312
FEI/EIN Number 590637825

Federal Employer Identification (FEI) Number assigned by the IRS.
Mail Address: 40 East Adams Street, JACKSONVILLE, FL, 32202, US
Address: 40 East Adams Street, SUITE 310, JACKSONVILLE, FL, 32202, US
ZIP code: 32202
County: Duval
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. 2023 590637825 2024-12-04 UNITED WAY OF NORTHEAST FLORIDA, INC. 65
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address 40 E ADAMS ST STE 310, JACKSONVILLE, FL, 322023357

Signature of
Role Plan administrator
Date 2024-12-04
Name of individual signing OLGA MENDOZA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-12-04
Name of individual signing OLGA MENDOZA
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF NORTHEAST FLORIDA, INC. 2022 590637825 2023-06-15 UNITED WAY OF NORTHEAST FLORIDA, INC. 76
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-07-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address PO BOX 41428, JACKSONVILLE, FL, 32203

Signature of
Role Plan administrator
Date 2023-06-15
Name of individual signing ROBIN ABBOTT
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. 2022 590637825 2023-10-12 UNITED WAY OF NORTHEAST FLORIDA, INC. 69
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address 40 E ADAMS ST STE 200, JACKSONVILLE, FL, 322023357

Signature of
Role Plan administrator
Date 2023-10-12
Name of individual signing MELANIE PATZ
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. 2021 590637825 2022-05-27 UNITED WAY OF NORTHEAST FLORIDA, INC. 85
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-07-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address PO BOX 41428, JACKSONVILLE, FL, 322031428

Signature of
Role Plan administrator
Date 2022-05-27
Name of individual signing ROBIN ABBOTT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-27
Name of individual signing ROBIN ABBOTT
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. 2021 590637825 2022-10-13 UNITED WAY OF NORTHEAST FLORIDA, INC. 75
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address 40 E ADAMS ST STE 200, JACKSONVILLE, FL, 322023357

Signature of
Role Plan administrator
Date 2022-10-13
Name of individual signing ROBIN ABBOTT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-13
Name of individual signing ROBIN ABBOTT
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. 2020 590637825 2021-05-20 UNITED WAY OF NORTHEAST FLORIDA, INC. 76
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-07-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address PO BOX 41428, JACKSONVILLE, FL, 322031428

Signature of
Role Plan administrator
Date 2021-05-20
Name of individual signing ROBIN ABBOTT
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2019 590637825 2021-05-21 UNITED WAY OF NORTHEAST FLORIDA, INC 85
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address 40 E ADAMS ST STE 200, JACKSONVILLE, FL, 322023353

Signature of
Role Plan administrator
Date 2020-10-02
Name of individual signing RICHARD BUTCHER
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. 2019 590637825 2020-07-15 UNITED WAY OF NORTHEAST FLORIDA, INC. 80
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-07-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address PO BOX 41428, JACKSONVILLE, FL, 322031428

Signature of
Role Plan administrator
Date 2020-07-15
Name of individual signing RICHARD BUTCHER
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2018 590637825 2019-10-11 UNITED WAY OF NORTHEAST FLORIDA, INC 95
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address 40 E ADAMS ST, SUITE 200, JACKSONVILLE, FL, 322023353
403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. 2018 590637825 2019-10-14 UNITED WAY OF NORTHEAST FLORIDA, INC. 78
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-07-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address PO BOX 41428, JACKSONVILLE, FL, 322031428

Signature of
Role Plan administrator
Date 2019-10-14
Name of individual signing RICHARD BUTCHER
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Peverley Ned Director 244 North Wind Court, Ponte Vedra Beach, FL, 32082
Larsen Kirk Director 601 Riverside Avenue, Jacksonville, FL, 32204
Montana Greg Director 40 East Adams Street, JACKSONVILLE, FL, 32202
Syed Sabeen Director 40 East Adams Street, Suite 310, JACKSONVILLE, FL, 32202
Patz Melanie Preside Agent 40 East Adams Street, JACKSONVILLE, FL, 32202
Ley Sara Director 1328 Nicholson Road, Jacksonville, FL, 32207
Palmer Lisa Director One Independent Drive, Jacksonville, FL, 32202

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2024-03-06 Patz, Melanie, President and CEO -
REGISTERED AGENT ADDRESS CHANGED 2023-08-14 40 East Adams Street, Suite 310, JACKSONVILLE, FL 32202 -
CHANGE OF PRINCIPAL ADDRESS 2023-08-14 40 East Adams Street, SUITE 310, JACKSONVILLE, FL 32202 -
CHANGE OF MAILING ADDRESS 2023-08-11 40 East Adams Street, SUITE 310, JACKSONVILLE, FL 32202 -
AMENDED AND RESTATEDARTICLES 2018-08-09 - -
REINSTATEMENT 2014-10-07 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2014-09-26 - -
AMENDED AND RESTATEDARTICLES 2013-07-01 - -
NAME CHANGE AMENDMENT 1985-06-11 UNITED WAY OF NORTHEAST FLORIDA, INC. -

Documents

Name Date
ANNUAL REPORT 2025-01-21
ANNUAL REPORT 2024-03-06
AMENDED ANNUAL REPORT 2023-08-14
ANNUAL REPORT 2023-01-11
ANNUAL REPORT 2022-03-09
ANNUAL REPORT 2021-05-06
ANNUAL REPORT 2020-06-09
ANNUAL REPORT 2019-02-22
Amended and Restated Articles 2018-08-09
ANNUAL REPORT 2018-02-09

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
2010JUFX0102 Department of Justice 16.726 - JUVENILE MENTORING PROGRAM 2010-10-01 2013-09-30 ACHIEVERS FOR LIFE - A STRATEGIC INITIATIVE
Recipient UNITED WAY OF NORTHEAST FLORIDA, INC.
Recipient Name Raw UNITED WAY OF NORTHEAST FLORIDA
Recipient UEI MN8FHE8SARE4
Recipient DUNS 152614822
Recipient Address 1301 RIVERPLACE BOULEVARD, SPRING PARK, DUVAL, FLORIDA, 32207-9047, UNITED STATES
Obligated Amount 496491.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
V11094 Department of the Treasury 21.009 - VOLUNTEER INCOME TAX ASSISTANCE (VITA) MATCHING GRANT PROGRAM 2010-07-01 2011-06-30 REAL$ENSE VITA TAX ASSISTANCE AND ONE-TWO MARKETING PUNCH
Recipient UNITED WAY OF NORTHEAST FLORIDA, INC.
Recipient Name Raw UNITED WAY OF NORTHEAST FLORIDA INC.
Recipient UEI MN8FHE8SARE4
Recipient DUNS 152614822
Recipient Address 1301 RIVERPLACE BLVD., SUITE 400, JACKSONVILLE, DUVAL, FLORIDA, 32207-9047, UNITED STATES
Obligated Amount 126500.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
V10042 Department of the Treasury 21.008 - LOW INCOME TAXPAYER CLINICS 2009-07-01 2010-06-30 REAL$ENSE VITA TAX ASSISTANCE
Recipient UNITED WAY OF NORTHEAST FLORIDA, INC.
Recipient Name Raw UNITED WAY OF NORTHEAST FLORIDA INC
Recipient UEI MN8FHE8SARE4
Recipient DUNS 152614822
Recipient Address 1301 RIVERPLACE BLVD. SUITE 400, JACKSONVILLE, DUVAL, FLORIDA, 32207-9000, UNITED STATES
Obligated Amount 85000.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
V90372 Department of the Treasury 21.003 - TAXPAYER SERVICE 2008-10-01 2009-06-30 VITA GRANT PROGRAM
Recipient UNITED WAY OF NORTHEAST FLORIDA, INC.
Recipient Name Raw UNITED WAY OF NORTHEAST FLORIDA INC.
Recipient UEI MN8FHE8SARE4
Recipient DUNS 152614822
Recipient Address 1301 RIVERPLACE BOULEVARD SUITE 40, JACKSONVILLE, LEON, FLORIDA, 32207, UNITED STATES
Obligated Amount 87000.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
90EJ0085 Department of Health and Human Services 93.009 - COMPASSION CAPITAL FUND 2007-09-30 2010-09-29 COMPASSION CSPITAL FUND (CCF) DEMONSTRATION PROGRAM
Recipient UNITED WAY OF NORTHEAST FLORIDA, INC.
Recipient Name Raw UNITED WAY OF NORTHEAST FLORIDA, INC.
Recipient UEI MN8FHE8SARE4
Recipient DUNS 152614822
Recipient Address 1301 RIVERPLACE BOULEVARD, JACKSONVILLE, DUVAL, FLORIDA, 32207, UNITED STATES
Obligated Amount 997468.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-0637825 Corporation Unconditional Exemption 40 E ADAMS ST STE 310, JACKSONVILLE, FL, 32202-3357 1941-06
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 2023-06
Asset 50,000,000 to greater
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 Jun
Asset Amount 58770941
Income Amount 42380248
Form 990 Revenue Amount 42380248
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 NORTHEAST FLORIDA INC
EIN 59-0637825
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF NORTHEAST FLORIDA INC
EIN 59-0637825
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF NORTHEAST FLORIDA INC
EIN 59-0637825
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF NORTHEAST FLORIDA INC
EIN 59-0637825
Tax Period 201906
Filing Type P
Return Type 990
File View File
Organization Name UNITED WAY OF NORTHEAST FLORIDA INC
EIN 59-0637825
Tax Period 201806
Filing Type P
Return Type 990
File View File
Organization Name UNITED WAY OF NORTHEAST FLORIDA INC
EIN 59-0637825
Tax Period 201706
Filing Type P
Return Type 990
File View File
Organization Name UNITED WAY OF NORTHEAST FLORIDA INC
EIN 59-0637825
Tax Period 201606
Filing Type P
Return Type 990
File View File

Companies related by officers

Montana Greg

FIS PRONET SOLUTIONS, INC. - Inactive
Foreign Profit (2013 - 2018)

Ley Sara

PINE CASTLE, INC. - Active
Domestic Non-Profit (1965 )

Palmer Lisa

SUNSHINE CONSULTATION SERVICES, LLC - Active
Florida Limited Liability Co. (2007 )

Companies related by address

40 East Adams Street, JACKSONVILLE, FL, 32202, US

HANDS ON JACKSONVILLE, INC. BIG BROTHERS BIG SISTERS OF NORTHEAST FLORIDA, INC. LEADERSHIP JACKSONVILLE, INC.

Date of last update: 01 Apr 2025

Sources: Florida Department of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 flprofile.com, Part of Big Data Integrated