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THE SUSTAINABLE WORKPLACE ALLIANCE, INC. - Florida Company Profile

Company Details

Entity Name: THE SUSTAINABLE WORKPLACE ALLIANCE, 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 Apr 2010 (15 years ago)
Document Number: N10000003551
FEI/EIN Number 272302712

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

Address: 1625 Highway 17, Suite B, Eagle Lake, FL, 33839, US
Mail Address: PO Box 1860, Eagle Lake, FL, 33839, US
ZIP code: 33839
County: Polk
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SWA 401(K) 2023 272302712 2024-06-15 THE SUSTAINABLE WORKPLACE ALLIANCE INC. 5
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Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 611000
Sponsor’s telephone number 8636764100
Plan sponsor’s address 1625 HIGHWAY 17 N, SUITE B, EAGLE LAKE, FL, 33839

Signature of

Role Plan administrator
Date 2024-06-15
Name of individual signing SARAH MCKEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-15
Name of individual signing SARAH MCKEE
Valid signature Filed with authorized/valid electronic signature
SWA 401(K) 2022 272302712 2023-05-09 THE SUSTAINABLE WORKPLACE ALLIANCE INC. 4
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Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 611000
Sponsor’s telephone number 8636764100
Plan sponsor’s address 216 E STUART AVE, LAKE WALES, FL, 33853

Signature of

Role Plan administrator
Date 2023-05-09
Name of individual signing SARAH MCKEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-09
Name of individual signing SARAH MCKEE
Valid signature Filed with authorized/valid electronic signature
SWA 401(K) 2021 272302712 2022-04-21 THE SUSTAINABLE WORKPLACE ALLIANCE INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 611000
Sponsor’s telephone number 8636764100
Plan sponsor’s address 216 E STUART AVE, LAKE WALES, FL, 33853

Signature of

Role Plan administrator
Date 2022-04-21
Name of individual signing SARAH MCKEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-04-21
Name of individual signing SARAH MCKEE
Valid signature Filed with authorized/valid electronic signature
SWA 401(K) 2020 272302712 2021-08-28 THE SUSTAINABLE WORKPLACE ALLIANCE INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 611000
Sponsor’s telephone number 8636764100
Plan sponsor’s address 216 E STUART AVE, LAKE WALES, FL, 33853

Signature of

Role Plan administrator
Date 2021-08-28
Name of individual signing SARAH MCKEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-28
Name of individual signing SARAH MCKEE
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
CASAVANT DAVID Exec 1625 Highway 17, Suite B, Eagle Lake, FL, 33839
Heard Bryan Officer 1625 Highway 17, Suite B, Eagle Lake, FL, 33839
Sarah McKee Officer 1625 Highway 17, Suite B, Eagle Lake, FL, 33839
Christopher Carpenter Officer 1043 Windlass Way, Winter Haven, FL, 33880
Richard Mergo Officer 147 Rowans Creek Dr, Charleston, SC, 29492
Casavant David Agent 1625 Highway 17, Suite B, Eagle Lake, FL, 33839

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-05-06 1625 Highway 17, Suite B, Eagle Lake, FL 33839 -
CHANGE OF MAILING ADDRESS 2024-05-06 1625 Highway 17, Suite B, Eagle Lake, FL 33839 -
REGISTERED AGENT ADDRESS CHANGED 2024-05-06 1625 Highway 17, Suite B, Eagle Lake, FL 33839 -
REGISTERED AGENT NAME CHANGED 2016-02-15 Casavant, David -

Documents

Name Date
ANNUAL REPORT 2025-02-11
ANNUAL REPORT 2024-05-06
ANNUAL REPORT 2023-03-20
ANNUAL REPORT 2022-04-11
ANNUAL REPORT 2021-02-10
ANNUAL REPORT 2020-01-20
ANNUAL REPORT 2019-01-28
AMENDED ANNUAL REPORT 2018-05-15
AMENDED ANNUAL REPORT 2018-04-04
ANNUAL REPORT 2018-01-15

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
SH210031060F12 Department of Labor 17.502 - OCCUPATIONAL SAFETY AND HEALTH_SUSAN HARWOOD TRAINING GRANTS 2010-09-30 2011-09-30 SUSAN HARWOOD GRANTS
Recipient THE SUSTAINABLE WORKPLACE ALLIANCE, INC.
Recipient Name Raw THE SUSTAINABLE WORKPLACE ALLIANCE
Recipient UEI JBN2Z258VHH2
Recipient DUNS 962675794
Recipient Address 4844 SE SHADY RIDGE LANE, STUART, MARTIN, FLORIDA, 34977-2335, UNITED STATES
Obligated Amount 198150.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
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Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
27-2302712 Corporation Unconditional Exemption 1625 HIGHWAY 17 SUITE B, EAGLE LAKE, FL, 33839-3444 2010-05
In Care of Name % SUST
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 Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
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 100,000 to 499,999
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 Dec
Asset Amount 247083
Income Amount 1803818
Form 990 Revenue Amount 1803818
National Taxonomy of Exempt Entities Public Safety, Disaster Preparedness & Relief: Safety Education
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)

Determination Letter

Final Letter(s) FinalLetter_27-2302712_THESUSTAINABLEWORKPLACEALLIANCEINC_04122010_01.tif

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name SUSTAINABLE WORKPLACE ALLIANCE INC
EIN 27-2302712
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name SUSTAINABLE WORKPLACE ALLIANCE INC
EIN 27-2302712
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name SUSTAINABLE WORKPLACE ALLIANCE INC
EIN 27-2302712
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name SUSTAINABLE WORKPLACE ALLIANCE INC
EIN 27-2302712
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name SUSTAINABLE WORKPLACE ALLIANCE INC
EIN 27-2302712
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name SUSTAINABLE WORKPLACE ALLIANCE INC
EIN 27-2302712
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name SUSTAINABLE WORKPLACE ALLIANCE INC
EIN 27-2302712
Tax Period 201512
Filing Type E
Return Type 990
File View File

Date of last update: 01 Apr 2025

Sources: Florida Department of State