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

Company Details

Entity Name: UNITED WAY OF MARTIN 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: 20 Jun 1972 (53 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 28 Jul 1977 (48 years ago)
Document Number: 723706
FEI/EIN Number 23-7273540

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

Address: 10 SE CENTRAL PARKWAY, SUITE 101, STUART, FL, 34994
Mail Address: PO BOX 362, STUART, FL, 34995
ZIP code: 34994
County: Martin
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UNITED WAY OF MARTIN COUNTY INC, TAX DEFERRED 403 (B) RETIREMENT PLAN 2023 237273540 2024-07-12 UNITED WAY OF MARTIN COUNTY INC 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 813000
Sponsor’s telephone number 7722834800
Plan sponsor’s address 10 SE CENTRAL PARKWAY, STE. 101, STUART, FL, 34994

Signature of

Role Plan administrator
Date 2024-07-12
Name of individual signing CAROL G. HOUWAART-DIEZ
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF MARTIN COUNTY INC, TAX DEFERRED 403 (B) RETIREMENT PLAN 2022 237273540 2023-07-17 UNITED WAY OF MARTIN COUNTY INC 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 813000
Sponsor’s telephone number 7722834800
Plan sponsor’s address 10 SE CENTRAL PARKWAY, STE. 101, STUART, FL, 34994

Signature of

Role Plan administrator
Date 2023-07-17
Name of individual signing CAROL HOUWAART-DIEZ
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF MARTIN COUNTY INC, TAX DEFERRED 403 (B) RETIREMENT PLAN 2021 237273540 2023-07-13 UNITED WAY OF MARTIN COUNTY INC 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 813000
Sponsor’s telephone number 7722834800
Plan sponsor’s address 10 SE CENTRAL PARKWAY, STE. 101, STUART, FL, 34994

Signature of

Role Plan administrator
Date 2023-07-13
Name of individual signing CAROL HOUWAART-DIEZ
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF MARTIN COUNTY INC, TAX DEFERRED 403 (B) RETIREMENT PLAN 2021 237273540 2022-10-12 UNITED WAY OF MARTIN COUNTY INC 13
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 813000
Sponsor’s telephone number 7722834800
Plan sponsor’s address 10 SE CENTRAL PARKWAY, STE. 101, STUART, FL, 34994

Signature of

Role Plan administrator
Date 2022-10-12
Name of individual signing CAROL HOUWAART-DIEZ
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF MARTIN COUNTY INC, TAX DEFERRED 403 (B) RETIREMENT PLAN 2020 237273540 2021-08-12 UNITED WAY OF MARTIN COUNTY INC 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 813000
Sponsor’s telephone number 7722834800
Plan sponsor’s address 10 SE CENTRAL PARKWAY, STE. 101, STUART, FL, 34994

Signature of

Role Plan administrator
Date 2021-08-12
Name of individual signing CAROL HOUWAART-DIEZ
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF MARTIN COUNTY, INC., TAX DEFERRED 403(B) RETIREMENT PLAN 2019 237273540 2020-08-13 UNITED WAY OF MARTIN COUNTY, INC. 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 813000
Sponsor’s telephone number 7722834800
Plan sponsor’s address 10 S.E. CENTRAL PARKWAY, SUITE 101, STUART, FL, 34994

Signature of

Role Plan administrator
Date 2020-08-13
Name of individual signing CAROL HOUWAART-DIEZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-08-13
Name of individual signing CAROL HOUWAART-DIEZ
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF MARTIN COUNTY, INC., TAX DEFERRED 403(B) RETIREMENT PLAN 2019 237273540 2020-08-04 UNITED WAY OF MARTIN COUNTY, INC. 15
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 813000
Sponsor’s telephone number 7722834800
Plan sponsor’s address 10 S.E. CENTRAL PARKWAY, SUITE 101, STUART, FL, 34994

Signature of

Role Plan administrator
Date 2020-08-04
Name of individual signing CAROL G HOUWAART-DIEZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-08-04
Name of individual signing CAROL G HOUWAART-DIEZ
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF MARTIN COUNTY, INC., TAX DEFERRED 403(B) RETIREMENT PLAN 2018 237273540 2019-05-20 UNITED WAY OF MARTIN COUNTY, INC. 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 813000
Sponsor’s telephone number 7722834800
Plan sponsor’s address 10 S.E. CENTRAL PARKWAY, SUITE 101, STUART, FL, 34994

Signature of

Role Plan administrator
Date 2019-05-20
Name of individual signing CAROL G. HOUWAART-DIEZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-05-20
Name of individual signing CAROL G. HOUWAART-DIEZ
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF MARTIN COUNTY, INC., TAX DEFERRED 403(B) RETIREMENT PLAN 2017 237273540 2018-08-21 UNITED WAY OF MARTIN COUNTY, INC. 17
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 813000
Sponsor’s telephone number 7722834800
Plan sponsor’s address 10 S.E. CENTRAL PARKWAY, SUITE 101, STUART, FL, 34994

Signature of

Role Plan administrator
Date 2018-08-21
Name of individual signing THERESA SCHINEIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-08-21
Name of individual signing THERESA SCHINEIS
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF MARTIN COUNTY, INC., TAX DEFERRED 403(B) RETIREMENT PLAN 2016 237273540 2017-07-13 UNITED WAY OF MARTIN COUNTY, INC. 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 813000
Sponsor’s telephone number 7722834800
Plan sponsor’s address 10 S.E. CENTRAL PARKWAY, SUITE 101, STUART, FL, 34994

Signature of

Role Plan administrator
Date 2017-07-13
Name of individual signing CAROL HOUWAART-DIEZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-13
Name of individual signing CAROL HOUWAART-DIEZ
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
HOUWAART-DIEZ CAROL G President 10 SE CENTRAL PARKWAY, STUART, FL, 34995
Anderson Kherri Past Supervisor of Elections, Stuart, FL, 34994
Campenni Tom Director 700 SW St Lucie Crescent, Stuart, FL, 34994
Shaffer Chuck Director 19136 Dawnwood Court, Stuart, FL, 33458
Lieberman Geoff Chairman 32 Thurston Dirve, Palm Beach Gardens, FL, 33418
Zweben Gene G Director 5328 SW Coral Tree Lane, Palm City, FL, 34990
HOUWAART-DIEZ CAROL G Agent 10 SE CENTRAL PARKWAY, STUART, FL, 34994

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2017-01-16 HOUWAART-DIEZ, CAROL G -
CHANGE OF PRINCIPAL ADDRESS 2011-01-13 10 SE CENTRAL PARKWAY, SUITE 101, STUART, FL 34994 -
CHANGE OF MAILING ADDRESS 2011-01-13 10 SE CENTRAL PARKWAY, SUITE 101, STUART, FL 34994 -
REGISTERED AGENT ADDRESS CHANGED 2011-01-13 10 SE CENTRAL PARKWAY, SUITE 101, STUART, FL 34994 -
NAME CHANGE AMENDMENT 1977-07-28 UNITED WAY OF MARTIN COUNTY, INC.. -

Documents

Name Date
ANNUAL REPORT 2024-02-01
ANNUAL REPORT 2023-01-26
ANNUAL REPORT 2022-01-27
ANNUAL REPORT 2021-02-09
ANNUAL REPORT 2020-02-14
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-03-02
ANNUAL REPORT 2017-01-16
ANNUAL REPORT 2016-01-22
ANNUAL REPORT 2015-01-08

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
09SRSFL018 Corporation for National and Community Service 94.002 - RETIRED AND SENIOR VOLUNTEER PROGRAM 2009-09-30 2012-08-29 RETIRED AND SENIOR VOLUNTEER PROGRAM
Recipient UNITED WAY OF MARTIN COUNTY, INC.
Recipient Name Raw UNITED WAY OF MARTIN COUNTY, INC.
Recipient UEI C159A1KPFQS5
Recipient DUNS 787360734
Recipient Address PO BOX 362, STUART, MARTIN, FLORIDA, 34995-0362
Obligated Amount 226057.00
Non-Federal Funding 84689.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
06SRSFL005 Corporation for National and Community Service 94.002 - RETIRED AND SENIOR VOLUNTEER PROGRAM 2006-09-30 2009-09-29 RETIRED AND SENIOR VOLUNTEER PROGRAM
Recipient UNITED WAY OF MARTIN COUNTY, INC.
Recipient Name Raw UNITED WAY OF MARTIN CTY INC
Recipient UEI C159A1KPFQS5
Recipient DUNS 787360734
Recipient Address PO BOX 362, STUART, MARTIN, FLORIDA, 34995-0362
Obligated Amount 259143.00
Non-Federal Funding 71031.00
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
23-7273540 Corporation Unconditional Exemption 10 SE CENTRAL PKWY STE 101, STUART, FL, 34994-5914 1976-07
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 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 2865408
Income Amount 2698844
Form 990 Revenue Amount 2644319
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 UNITED WAY OF MARTIN COUNTY INC
EIN 23-7273540
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF MARTIN COUNTY INC
EIN 23-7273540
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF MARTIN COUNTY INC
EIN 23-7273540
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF MARTIN COUNTY INC
EIN 23-7273540
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF MARTIN COUNTY INC
EIN 23-7273540
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF MARTIN COUNTY INC
EIN 23-7273540
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF MARTIN COUNTY INC
EIN 23-7273540
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF MARTIN COUNTY INC
EIN 23-7273540
Tax Period 201606
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
1258137109 2020-04-10 0455 PPP 10 SE CENTRAL PKWY SUITE 101, STUART, FL, 34994-5901
Loan Status Date 2021-01-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 152500
Loan Approval Amount (current) 152500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 17616
Servicing Lender Name Seacoast National Bank
Servicing Lender Address 815 Colorado Ave, STUART, FL, 34994-3053
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address STUART, MARTIN, FL, 34994-5901
Project Congressional District FL-21
Number of Employees 9
NAICS code 813219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 17616
Originating Lender Name Seacoast National Bank
Originating Lender Address STUART, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 153440.07
Forgiveness Paid Date 2020-12-02

Date of last update: 02 Apr 2025

Sources: Florida Department of State