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

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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

Key Officers & Management

Name Role Address
Peverley Ned Director 244 North Wind Court, Ponte Vedra Beach, FL, 32082
Montana Greg Director 40 East Adams Street, 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
Syed Sabeen P Director 40 East Adams Street, Suite 310, JACKSONVILLE, FL, 32202
Evans Brian Director 40 East Adams Street, Suite 310, JACKSONVILLE, FL, 32202

Unique Entity ID

A UEI is a government-provided number, like a tax ID number, that’s used to identify businesses eligible for federal grants, awards and contracts.

Note: In April 2022, the federal government replaced its old identifier of choice, the Data Universal Numbering System (DUNS) number, with a government-issued UEI. Now all the federal government’s Integrated Award Environment systems use UEI numbers instead of DUNS numbers. So any entity doing business with the federal government must register for a UEI.

Unique Entity ID:
MN8FHE8SARE4
CAGE Code:
51U20
UEI Expiration Date:
2026-03-04

Business Information

Division Name:
UNITED WAY OF NORTHEAST FLORIDA, INC.
Activation Date:
2025-03-05
Initial Registration Date:
2008-04-10

Form 5500 Series

Employer Identification Number (EIN):
590637825
Plan Year:
2023
Number Of Participants:
65
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
76
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
69
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
75
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
85
Sponsors Telephone Number:

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

Date:
2025-03-05
Awarding Agency Name:
Department of the Treasury
Transaction Description:
PURPOSE: THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) GRANT WAS ESTABLISHED AS A MATCHING GRANT PROGRAM TO PROVIDE FUNDING FOR ORGANIZATIONS WHO SUPPORT COMMUNITY VOLUNTEER INCOME TAX ASSISTANCE. ACTIVITIES TO BE PERFORMED: THE VITA GRANT PROGRAM PROVIDES FINANCIAL SUPPORT TO ORGANIZATIONS WHO 1) EXTEND SERVICES TO UNDERSERVED POPULATIONS IN HARDEST TO REACH AREAS BOTH URBAN AND NON-URBAN; 2) INCREASE THE CAPACITY TO FILE RETURNS ELECTRONICALLY; 3) HEIGHTEN QUALITY CONTROL; 4) ENHANCE TRAINING OF VOLUNTEERS; AND 5) SIGNIFICANTLY IMPROVE THE ACCURACY RATE OF RETURNS PREPARED AT VITA SITES. END GOAL/EXPECTED OUTCOMES: VITA GRANT RECIPIENTS ARE EXPECTED TO 1) FOLLOW EXISTING GUIDANCE GOVERNING VITA SITE OPERATIONS; 2) ENSURE AT LEAST 90% OF RETURNS PREPARED ARE FOR INDIVIDUALS WHOSE INCOME IS EQUAL TO OR LESS THAN THE MAXIMUM EARNED INCOME TAX CREDIT (EITC) THRESHOLDS; 2) FILE ALL ELIGIBLE RETURNS ELECTRONICALLY; 3) ACHIEVE 100% OF THEIR RETURN PRODUCTION GOALS; 4) BECOME MORE EFFICIENT WITH GRANT FUNDS; AND 5) SHOW INCREMENTAL INCREASES IN RETURN PREPARATION EACH YEAR. INTENDED BENEFICIARIES: TAXPAYERS WHO ARE LOW TO MODERATE INCOME INDIVIDUALS, PERSONS WITH DISABILITIES, THOSE FOR WHOM ENGLISH IS A SECOND LANGUAGE, NATIVE AMERICANS, INDIVIDUALS LIVING IN RURAL AREAS, MEMBERS OF THE ARMED FORCES AND THEIR FAMILIES, AND THE ELDERLY. SUBRECIPIENT ACTIVITIES: SUBRECIPIENTS MAY BE UTILIZED BY GRANT RECIPIENTS TO HELP DELIVER KEY ELEMENTS OF THE PROGRAM AND MUST ADHERE TO GRANT PROGRAM GUIDELINES. BROADBAND: SPECIFIC ACTIVITIES RELATING TO BROADBAND USAGE ARE NOT KNOWN AT THE TIME OF AWARD.
Obligated Amount:
340000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2024-04-15
Awarding Agency Name:
Department of the Treasury
Transaction Description:
PURPOSE: THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) GRANT WAS ESTABLISHED AS A MATCHING GRANT PROGRAM TO PROVIDE FUNDING FOR ORGANIZATIONS WHO SUPPORT COMMUNITY VOLUNTEER INCOME TAX ASSISTANCE. ACTIVITIES TO BE PERFORMED: THE VITA GRANT PROGRAM PROVIDES FINANCIAL SUPPORT TO ORGANIZATIONS WHO 1) EXTEND SERVICES TO UNDERSERVED POPULATIONS IN HARDEST TO REACH AREAS BOTH URBAN AND NON-URBAN; 2) INCREASE THE CAPACITY TO FILE RETURNS ELECTRONICALLY; 3) HEIGHTEN QUALITY CONTROL; 4) ENHANCE TRAINING OF VOLUNTEERS; AND 5) SIGNIFICANTLY IMPROVE THE ACCURACY RATE OF RETURNS PREPARED AT VITA SITES. END GOAL/EXPECTED OUTCOMES: VITA GRANT RECIPIENTS ARE EXPECTED TO 1) FOLLOW EXISTING GUIDANCE GOVERNING VITA SITE OPERATIONS; 2) ENSURE AT LEAST 90% OF RETURNS PREPARED ARE FOR INDIVIDUALS WHOSE INCOME IS EQUAL TO OR LESS THAN THE MAXIMUM EARNED INCOME TAX CREDIT (EITC) THRESHOLDS; 2) FILE ALL ELIGIBLE RETURNS ELECTRONICALLY; 3) ACHIEVE 100% OF THEIR RETURN PRODUCTION GOALS; 4) BECOME MORE EFFICIENT WITH GRANT FUNDS; AND 5) SHOW INCREMENTAL INCREASES IN RETURN PREPARATION EACH YEAR. INTENDED BENEFICIARIES: TAXPAYERS WHO ARE LOW TO MODERATE INCOME INDIVIDUALS, PERSONS WITH DISABILITIES, THOSE FOR WHOM ENGLISH IS A SECOND LANGUAGE, NATIVE AMERICANS, INDIVIDUALS LIVING IN RURAL AREAS, MEMBERS OF THE ARMED FORCES AND THEIR FAMILIES, AND THE ELDERLY. SUBRECIPIENT ACTIVITIES: SUBRECIPIENTS MAY BE UTILIZED BY GRANT RECIPIENTS TO HELP DELIVER KEY ELEMENTS OF THE PROGRAM AND MUST ADHERE TO GRANT PROGRAM GUIDELINES.
Obligated Amount:
336965.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2023-09-25
Awarding Agency Name:
Corporation for National and Community Service
Transaction Description:
THIS AWARD APPROVES FUNDING FOR THE 2023-2024 MARTIN LUTHER KING JR. DAY OF SERVICE PROGRAM DESCRIBED IN THE APPROVED PROGRAM NARRATIVE AND BUDGET. YOUR 2023-2024 REGULATORY MATCH IS 70%, AND YOUR BUDGETARY MATCH IS 71.02%.
Obligated Amount:
231900.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2023-03-06
Awarding Agency Name:
Department of the Treasury
Transaction Description:
PURPOSE: THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) GRANT WAS ESTABLISHED AS A MATCHING GRANT PROGRAM TO PROVIDE FUNDING FOR ORGANIZATIONS WHO SUPPORT COMMUNITY VOLUNTEER INCOME TAX ASSISTANCE. ACTIVITIES TO BE PERFORMED: THE VITA GRANT PROGRAM PROVIDES FINANCIAL SUPPORT TO ORGANIZATIONS WHO 1) EXTEND SERVICES TO UNDERSERVED POPULATIONS IN HARDEST TO REACH AREAS BOTH URBAN AND NON-URBAN; 2) INCREASE THE CAPACITY TO FILE RETURNS ELECTRONICALLY; 3) HEIGHTEN QUALITY CONTROL; 4) ENHANCE TRAINING OF VOLUNTEERS; AND 5) SIGNIFICANTLY IMPROVE THE ACCURACY RATE OF RETURNS PREPARED AT VITA SITES. END GOAL/EXPECTED OUTCOMES: VITA GRANT RECIPIENTS ARE EXPECTED TO 1) FOLLOW EXISTING GUIDANCE GOVERNING VITA SITE OPERATIONS; 2) ENSURE AT LEAST 90% OF RETURNS PREPARED ARE FOR INDIVIDUALS WHOSE INCOME IS EQUAL TO OR LESS THAN THE MAXIMUM EARNED INCOME TAX CREDIT (EITC) THRESHOLDS; 2) FILE ALL ELIGIBLE RETURNS ELECTRONICALLY; 3) ACHIEVE 100% OF THEIR RETURN PRODUCTION GOALS; 4) BECOME MORE EFFICIENT WITH GRANT FUNDS; AND 5) SHOW INCREMENTAL INCREASES IN RETURN PREPARATION EACH YEAR. INTENDED BENEFICIARIES: TAXPAYERS WHO ARE LOW TO MODERATE INCOME INDIVIDUALS, PERSONS WITH DISABILITIES, THOSE FOR WHOM ENGLISH IS A SECOND LANGUAGE, NATIVE AMERICANS, INDIVIDUALS LIVING IN RURAL AREAS, MEMBERS OF THE ARMED FORCES AND THEIR FAMILIES, AND THE ELDERLY. SUBRECIPIENT ACTIVITIES: SUBRECIPIENTS MAY BE UTILIZED BY GRANT RECIPIENTS TO HELP DELIVER KEY ELEMENTS OF THE PROGRAM AND MUST ADHERE TO GRANT PROGRAM GUIDELINES.
Obligated Amount:
261570.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2022-02-18
Awarding Agency Name:
Department of the Treasury
Transaction Description:
PURPOSE: THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) GRANT WAS ESTABLISHED AS A MATCHING GRANT PROGRAM TO PROVIDE FUNDING FOR ORGANIZATIONS WHO SUPPORT COMMUNITY VOLUNTEER INCOME TAX ASSISTANCE. ACTIVITIES TO BE PERFORMED: THE VITA GRANT PROGRAM PROVIDES FINANCIAL SUPPORT TO ORGANIZATIONS WHO 1) EXTEND SERVICES TO UNDERSERVED POPULATIONS IN HARDEST TO REACH AREAS BOTH URBAN AND NON-URBAN; 2) INCREASE THE CAPACITY TO FILE RETURNS ELECTRONICALLY; 3) HEIGHTEN QUALITY CONTROL; 4) ENHANCE TRAINING OF VOLUNTEERS; AND 5) SIGNIFICANTLY IMPROVE THE ACCURACY RATE OF RETURNS PREPARED AT VITA SITES. END GOAL/EXPECTED OUTCOMES: VITA GRANT RECIPIENTS ARE EXPECTED TO 1) FOLLOW EXISTING GUIDANCE GOVERNING VITA SITE OPERATIONS; 2) ENSURE AT LEAST 90% OF RETURNS PREPARED ARE FOR INDIVIDUALS WHOSE INCOME IS EQUAL TO OR LESS THAN THE MAXIMUM EARNED INCOME TAX CREDIT (EITC) THRESHOLDS; 2) FILE ALL ELIGIBLE RETURNS ELECTRONICALLY; 3) ACHIEVE 100% OF THEIR RETURN PRODUCTION GOALS; 4) BECOME MORE EFFICIENT WITH GRANT FUNDS; AND 5) SHOW INCREMENTAL INCREASES IN RETURN PREPARATION EACH YEAR. INTENDED BENEFICIARIES: TAXPAYERS WHO ARE LOW TO MODERATE INCOME INDIVIDUALS, PERSONS WITH DISABILITIES, THOSE FOR WHOM ENGLISH IS A SECOND LANGUAGE, NATIVE AMERICANS, INDIVIDUALS LIVING IN RURAL AREAS, MEMBERS OF THE ARMED FORCES AND THEIR FAMILIES, AND THE ELDERLY. SUBRECIPIENT ACTIVITIES: SUBRECIPIENTS MAY BE UTILIZED BY GRANT RECIPIENTS TO HELP DELIVER KEY ELEMENTS OF THE PROGRAM AND MUST ADHERE TO GRANT PROGRAM GUIDELINES.
Obligated Amount:
327816.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Tax Exempt

Employer Identification Number (EIN) :
59-0637825
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)
Ruling Date:
1941-06
National Taxonomy Of Exempt Entities:
Philanthropy, Voluntarism and Grantmaking Foundations: Federated Giving Programs
Deductibility:
Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

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Date of last update: 01 Jun 2025

Sources: Florida Department of State