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  5. UNITED WAY OF WEST FLORIDA, INC.

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

Company Details

Entity Name: UNITED WAY OF WEST 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: 14 Aug 1974 (51 years ago)
Last Event: AMENDED AND RESTATED ARTICLES
Event Date Filed: 26 Oct 2020 (4 years ago)
Document Number: 730441
FEI/EIN Number 590651076

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 7100 Plantation Rd Ste 18, Pensacola, FL, 32504, US
Mail Address: 7100 Plantation Rd Ste 18, Pensacola, FL, 32504, US
ZIP code: 32504
County: Escambia
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UNITED WAY OF WEST FLORIDA INC 401(K) PROFIT SHARING PLAN & TRUST 2023 590651076 2024-05-03 UNITED WAY OF WEST FLORIDA INC 24
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 541990
Sponsor’s telephone number 8504447120
Plan sponsor’s address 7100 PLANTATION RD SUITE 18, PENSACOLA, FL, 32504

Plan administrator’s name and address
Administrator’s EIN 471637791
Plan administrator’s name ERISA FIDUCIARY SERVICES, INC.
Plan administrator’s address 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788
Administrator’s telephone number 6312490500

Signature of
Role Plan administrator
Date 2024-05-03
Name of individual signing ERISA FIDUCIARY SERVICES
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF WEST FLORIDA INC 401(K) PROFIT SHARING PLAN & TRUST 2022 590651076 2023-04-07 UNITED WAY OF WEST FLORIDA INC 26
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 541990
Sponsor’s telephone number 8504447120
Plan sponsor’s address 1301 W GOVERNMENT ST, PENSACOLA, FL, 325025314

Plan administrator’s name and address
Administrator’s EIN 471637791
Plan administrator’s name ERISA FIDUCIARY SERVICES, INC.
Plan administrator’s address 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788
Administrator’s telephone number 6312490500

Signature of
Role Plan administrator
Date 2023-04-07
Name of individual signing ERISA FIDUCIARY SERVICES
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF ESCAMBIA COUNTY EMPLOYEE BENEFIT PLAN TDA 2021 590651076 2022-07-25 UNITED WAY OF WEST FLORIDA 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-12-31
Business code 813000
Sponsor’s telephone number 8504343157
Plan sponsor’s address 1301 W GOVERNMENT ST, PENSACOLA, FL, 325025314

Signature of
Role Plan administrator
Date 2022-07-25
Name of individual signing TOM HILTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-25
Name of individual signing TOM HILTON
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF WEST FLORIDA INC 401(K) PROFIT SHARING PLAN & TRUST 2021 590651076 2022-06-14 UNITED WAY OF WEST FLORIDA INC 34
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2021-01-01
Business code 541990
Sponsor’s telephone number 8504447120
Plan sponsor’s address 1301 W GOVERNMENT ST, PENSACOLA, FL, 325025314

Plan administrator’s name and address
Administrator’s EIN 471637791
Plan administrator’s name ERISA FIDUCIARY SERVICES, INC.
Plan administrator’s address 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788
Administrator’s telephone number 6312490500

Signature of
Role Plan administrator
Date 2022-06-14
Name of individual signing ERISA FIDUCIARY SERVICES
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF ESCAMBIA COUNTY EMPLOYEE BENEFIT PLAN TDA 2020 590651076 2021-07-02 UNITED WAY OF WEST FLORIDA 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-12-31
Business code 813000
Sponsor’s telephone number 8505305215
Plan sponsor’s address 1301 W GOVERNMENT ST, PENSACOLA, FL, 325025314

Signature of
Role Plan administrator
Date 2021-07-02
Name of individual signing TOM HILTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-02
Name of individual signing TOM HILTON
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF ESCAMBIA COUNTY EMPLOYEE BENEFIT PLAN TDA 2019 590651076 2020-07-22 UNITED WAY OF WEST FLORIDA 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-12-31
Business code 813100
Sponsor’s telephone number 8504343157
Plan sponsor’s address 1301 W GOVERNMENT ST, PENSACOLA, FL, 325025314

Signature of
Role Plan administrator
Date 2020-07-22
Name of individual signing TOM HILTON
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
SCALES CHRIS Director 7100 Plantation Rd Ste 18, Pensacola, FL, 32504
MILLER AMY Imme 7100 Plantation Rd Ste 18, Pensacola, FL, 32504
PHILLIPS TODD Chairman 7100 Plantation Rd Ste 18, Pensacola, FL, 32504
EDWARDS DONNA Director 7100 Plantation Rd Ste 18, Pensacola, FL, 32504
HAENSZEL CLARE Director 7100 Plantation Rd Ste 18, Pensacola, FL, 32504
WYER BRIAN Director 7100 Plantation Rd Ste 18, Pensacola, FL, 32504
Gilliam Laura P Agent 7100 Plantation Rd Ste 18, Pensacola, FL, 32504

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-01-31 7100 Plantation Rd Ste 18, Pensacola, FL 32504 -
CHANGE OF MAILING ADDRESS 2024-01-31 7100 Plantation Rd Ste 18, Pensacola, FL 32504 -
REGISTERED AGENT ADDRESS CHANGED 2024-01-31 7100 Plantation Rd Ste 18, Pensacola, FL 32504 -
REGISTERED AGENT NAME CHANGED 2023-01-03 Gilliam, Laura Pleasants -
AMENDED AND RESTATEDARTICLES 2020-10-26 - -
NAME CHANGE AMENDMENT 2019-05-28 UNITED WAY OF WEST FLORIDA, INC. -

Documents

Name Date
ANNUAL REPORT 2024-01-31
ANNUAL REPORT 2023-01-03
ANNUAL REPORT 2022-03-08
ANNUAL REPORT 2021-01-29
Amended and Restated Articles 2020-10-26
ANNUAL REPORT 2020-03-11
Name Change 2019-05-28
ANNUAL REPORT 2019-03-21
ANNUAL REPORT 2018-03-21
ANNUAL REPORT 2017-03-23

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
09VSSFL001 Corporation for National and Community Service 94.013 - VOLUNTEERS IN SERVICE TO AMERICA 2010-01-31 2012-01-29 VISTA STATE
Recipient UNITED WAY OF WEST FLORIDA, INC.
Recipient Name Raw UNITED WAY OF ESCAMBIA COUNTY
Recipient UEI ZEHAMBW7JDL6
Recipient DUNS 158975722
Recipient Address 1301 W. GOVERNMENT ST, PENSACOLA, ESCAMBIA, FLORIDA, 32502-5314
Obligated Amount 26400.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
09RVSFL001 Corporation for National and Community Service 94.013 - VOLUNTEERS IN SERVICE TO AMERICA 2009-08-30 2010-08-29 VISTA RECOVERY SUPPORT GRANTS
Recipient UNITED WAY OF WEST FLORIDA, INC.
Recipient Name Raw UNITED WAY OF ESCAMBIA COUNTY
Recipient UEI ZEHAMBW7JDL6
Recipient DUNS 158975722
Recipient Address 1301 W. GOVERNMENT ST, PENSACOLA, ESCAMBIA, FLORIDA, 32501
Obligated Amount 13000.00
Non-Federal Funding 12230.00
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
59-0651076 Corporation Unconditional Exemption 7100 PLANTATION RD STE 18, PENSACOLA, FL, 32504-6234 2005-08
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 4244750
Income Amount 4690331
Form 990 Revenue Amount 4146024
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 WEST FLORIDA INC
EIN 59-0651076
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF WEST FLORIDA INC
EIN 59-0651076
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF WEST FLORIDA INC
EIN 59-0651076
Tax Period 201906
Filing Type P
Return Type 990
File View File
Organization Name UNITED WAY OF ESCAMBIA COUNTY INC
EIN 59-0651076
Tax Period 201806
Filing Type P
Return Type 990
File View File
Organization Name UNITED WAY OF ESCAMBIA COUNTY INC
EIN 59-0651076
Tax Period 201706
Filing Type P
Return Type 990
File View File
Organization Name UNITED WAY OF ESCAMBIA COUNTY INC
EIN 59-0651076
Tax Period 201606
Filing Type P
Return Type 990
File View File
Organization Name UNITED WAY OF ESCAMBIA COUNTY INC
EIN 59-0651076
Tax Period 201606
Filing Type P
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9815087107 2020-04-15 0491 PPP 1301 W GOVERNMENT ST, PENSACOLA, FL, 32502-5314
Loan Status Date 2021-03-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 216815
Loan Approval Amount (current) 216815
Undisbursed Amount 0
Franchise Name -
Lender Location ID 19248
Servicing Lender Name Synovus Bank
Servicing Lender Address 1148 Broadway, COLUMBUS, GA, 31901-2429
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address PENSACOLA, ESCAMBIA, FL, 32502-5314
Project Congressional District FL-01
Number of Employees 31
NAICS code 813319
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 19248
Originating Lender Name Synovus Bank
Originating Lender Address COLUMBUS, GA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 218692.08
Forgiveness Paid Date 2021-03-01

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Companies related by address

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

Date of last update: 01 Mar 2025

Sources: Florida Department of State

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