2026-05-15T14:11:27-05:00 2025-06-30 454084437 WARREN AVERETT LLC 400 NORTH ASHLEY DRIVE SUITE 700 TAMPA FL 33602 990 2024-07-01 590972293 UNITED WAY EMERALD COAST UNIT 8502430315 112 TUPELO AVENUE FORT WALTON BEACH FL 32548 KELLY JASEN CHIEF EXECUTIVE OFFICER 8502430315 2026-05-14 1 1 LATOSHA L WILLIAMS CPA P01400636 8132292321 2026-05-14 2024 2025-03-06 01:10:19Z KELLY JASEN 112 TUPELO AVENUE FORT WALTON BEACH FL 32548 1417170 0 X WWW.UNITED-WAY.ORG X 1957 FL UNITE PEOPLE WITH RESOURCES TO IMPROVE THE QUALITY OF LIFE IN OKALOOSA AND WALTON COUNTIES. 18 18 16 5832 0 0 1264258 1391430 7650 8550 7182 10829 14359 6361 1293449 1417170 385344 618913 0 0 463873 436090 0 0 155208 422061 465020 1271278 1520023 22171 -102853 1654098 1784994 672644 822569 981454 962425 OUR MISSION IS TO UNITE PEOPLE WITH RESOURCES TO IMPROVE THE QUALITY OF LIFE IN OKALOOSA AND WALTON COUNTIES. 0 0 953141 618913 14911 UWEC FACILITATES A COMMUNITY INVESTMENT PROCESS TO DISTRIBUTE UNDESIGNATED DONOR CONTRIBUTIONS TO NON-PROFITS SERVING OKALOOSA AND WALTON COUNTIES IN THE AREAS OF HEALTH, EDUCATION, AND ECONOMIC MOBILITY. TRAINED VOLUNTEERS REVIEW GRANT APPLICATIONS AND RECOMMEND FUNDING LEVELS TO UWEC'S BOARD OF DIRECTORS. IN THE REPORTING YEAR, THE BOARD OF DIRECTORS APPROVED FUNDING TO 26 PROGRAMS. THE AMOUNTS ALLOCATED TO THESE AGENCIES RANGED FROM $3,500 TO $43,680. SERVICES PROVIDED BY THESE AGENCIES INCLUDE HUNGER RELIEF PROGRAMS, MEDICAL CARE, HIGH-QUALITY CHILDCARE AND LEARNING, AND EMERGENCY SHELTER OR HOUSING SUPPORTS. 156674 UWEC'S WOMEN UNITED PROGRAM ENGAGES DONORS IN UWEC'S WORK TO STRENGTHEN OKALOOSA AND WALTON COUNTIES. WOMEN UNITED SUPPORT UWEC THROUGH PHILANTHROPIC EFFORTS, NETWORKING, VOLUNTEERISM, AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES. THEY LEAD TWO EMPOWHER WORKSHOPS A YEAR, PROVIDING MENTAL HEALTH SERVICES AND SUPPORT TO HIGH SCHOOL STUDENTS. THEY ALSO BUILT CRISIS KITS WHICH WERE SHARED WITH MENTAL HEALTH COUNSELORS AT TITLE I SCHOOLS, PROVIDING CRITICAL RESOURCES TO SUPPORT STUDENTS DURING CHALLENGING TIMES. 174090 UWEC LEADS SEVERAL VOLUNTEER PROGRAMS TO ENGAGE INDIVIDUALS, COMPANIES, AND GROUPS IN MEANINGFUL SERVICE OPPORTUNITIES. FROM ONE DAY EVENTS, SUCH AS DAY OF CARING, TO ONGOING OPPORTUNITIES THROUGH RETIRED & SENIOR VOLUNTEER PROGRAM (RSVP), OR READINGPALS, MORE THAN 5,800 VOLUNTEERS WERE PLACED WITHIN UWEC PROGRAMS, AT OTHER NON-PROFITS, AND SCHOOLS TO PREPARE CHILDREN FOR LIFELONG LEARNING, PROVIDE NUTRITION PROGRAMS, AND SUPPORT MENTAL HEALTH SERVICES. 1283905 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 4 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X THE ORGANIZATION 8502430315 112 TUPELO AVENUE FORT WALTON BEACH FL 32548 SHEILA FITZGERALD VICE CHAIR 0.25 0.00 X X 0 0 0 MATTHEW ZASADA CHAIR 0.25 0.00 X X 0 0 0 JESSICA LEAVINS SECRETARY 0.25 0.00 X X 0 0 0 THOMAS EVERIDGE IMMEDIATE PAST CHAIR 0.25 0.00 X X 0 0 0 SUSAN RIMSA TREASURER 0.25 0.00 X X 0 0 0 JOSEPH GORDON BOARD MEMBER 0.25 0.00 X 0 0 0 KIM COX BOARD MEMBER 0.25 0.00 X 0 0 0 ROBIN SHAW BOARD MEMBER 0.25 0.00 X 0 0 0 CHRIS HIESTAND BOARD MEMBER 0.25 0.00 X 0 0 0 LIZ EULBERG BOARD MEMBER 0.25 0.00 X 0 0 0 LEE BOLTON BOARD MEMBER 0.25 0.00 X 0 0 0 LAURIE GUZMAN BOARD MEMBER 0.25 0.00 X 0 0 0 DAVID DEITCH BOARD MEMBER 0.25 0.00 X 0 0 0 HONG POTOMSKI BOARD MEMBER 0.25 0.00 X 0 0 0 CLINT ADEN BOARD MEMBER 0.25 0.00 X 0 0 0 RYAN HARRIS BOARD MEMBER 0.25 0.00 X 0 0 0 TRACY JOHNSON BOARD MEMBER 0.25 0.00 X 0 0 0 DUSTIN COSSON BOARD MEMBER 0.25 0.00 X 0 0 0 KELLY JASEN PRESIDENT & CEO 48.00 0.00 X 92194 0 6447 92194 0 6447 0 0 0 0 0 43189 1348241 32206 1391430 RENTAL INCOME 990009 8550 8550 8550 10829 10829 0 43189 0 0 OTHER INCOME 900099 5496 5496 BAD DEBT RECOVERY 900099 865 865 6361 1417170 14911 0 10829 618913 618913 92102 71543 7191 13368 299771 232730 23469 43572 14434 11877 895 1662 29783 23206 2302 4275 76046 43896 12765 19385 50114 24953 25161 162012 125682 14532 21798 60787 51985 4401 4401 16252 11768 1794 2690 15561 10242 2128 3191 9510 8559 476 475 13192 10034 1263 1895 DUES 22715 11417 4519 6779 REPAIRS AND MAINTENANCE 20245 15037 2604 2604 POSTAGE 9204 5286 1567 2351 TELEPHONE 9182 6747 974 1461 200 30 30 140 1520023 1283905 80910 155208 1040596 1219748 118318 125929 233609 202694 127026 111584 434818 309779 134549 125039 1654098 1784994 31042 26718 380000 540000 244169 255851 17433 0 672644 822569 X 287357 333781 694097 628644 981454 962425 1654098 1784994 -102853 83824 0 X X 0 1 X 1 0 X 1035157 1079084 1308956 1264258 1391430 6078885 1035157 1079084 1308956 1264258 1391430 6078885 553 6078332 8724 12065 10839 11291 19379 62298 42 3110 7317 14359 6361 31189 6172372 40950 0.98480 0.98760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 45743 45743 45743 45743 45656 87 45743 56000 56000 342386 284063 58323 36432 25716 10716 125039 X 1488348 83824 83824 1404524 12646 12646 1417170 1507377 0 1507377 12646 12646 1520023 PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED AN EXEMPTION FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AS A NOT-FOR-PROFIT CORPORATION. THE ORGANIZATION IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE DISCLOSURE OR ACCRUAL IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. FOR FEDERAL TAX PURPOSES, THE INFORMATION RETURNS FILED REMAIN OPEN TO POSSIBLE EXAMINATION FOR A PERIOD OF THREE YEARS AFTER THE RESPECTIVE FILING DEADLINES OF THOSE RETURNS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 12,646. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 12,646. DONOR NETWORK 43189 43189 43189 43189 1 A BED 4 ME FOUNDATION PO BOX 626 VALPARAISO FL 32580 823811031 501(C)3 30000 0 N/A N/A GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF NORTHWEST FLORIDA INC 1320 CREIGHTON ROAD PENSACOLA FL 32504 592996893 501(C)3 12500 0 N/A N/A GENERAL SUPPORT BOYS AND GIRLS CLUBS OF THE EEMERALD COAST INC 923 DENTON BOULEVARD NW FORT WALTON BEACH FL 32547 591267050 501(C)3 35705 0 N/A N/A GENERAL SUPPORT CHILDREN IN CRISIS 1000 LUKES WAY FORT WALTON BEACH FL 32547 651196220 501(C)3 10777 0 N/A N/A GENERAL SUPPORT CHILDREN'S HOME SOCIETY 704 W 23RD ST BLDG E-40 PANAMA CITY FL 32405 590192430 501(C)3 5651 0 N/A N/A GENERAL SUPPORT CRESTVIEW AREA SHELTER FOR THE HOMELESS 120 GUGGAN AVE CRESTVIEW FL 32536 465322450 501(C)3 20000 0 N/A N/A GENERAL SUPPORT CROSSROADS CENTER INC 444 VALPARAISO PKWY BLDG C VALPARAISO FL 32580 205518720 501(C)3 22603 0 N/A N/A GENERAL SUPPORT EARLY LEARNING COALITION OF THE EMERALD COAST 1130 N EGLIN PARKWAY SHALIMAR FL 32579 311745051 501(C)3 26956 0 N/A N/A GENERAL SUPPORT EMERALD COAST CHILDREN'S ADVOCACY 401 MCEWEN DR NICEVILLE FL 32578 593454168 501(C)3 20514 0 N/A N/A GENERAL SUPPORT EMERALD COAST SCIENCE CENTER 31 MEMORIAL PKWY SW FORT WALTON BEACH FL 32548 593317924 501(C)3 8857 0 N/A N/A GENERAL SUPPORT FEEDING THE GULF COAST 5248 MOBILE SOUTH ST THEODORE AL 36582 630821997 501(C)3 17645 0 N/A N/A GENERAL SUPPORT FREEDOM LIFE COMPASS PO BOX 43 VALPARAISO FL 32580 843191345 501(C)3 21500 0 N/A N/A GENERAL SUPPORT HABITAT FOR HUMANITY - WALTON US 98 W SANTA ROSA BEACH FL 32459 593380235 501(C)3 30000 0 N/A N/A GENERAL SUPPORT LAKEVIEW CENTER INC 1221 W LAKEVIEW AVE PENSACOLA FL 32501 590737872 501(C)3 19066 0 N/A N/A GENERAL SUPPORT MATRIX COMMUNITY OUTREACH CENTER 37 STATE HIGHWAY 83 DEFUNIAK SPRINGS FL 32433 473295501 501(C)3 43681 0 N/A N/A GENERAL SUPPORT OKALOOSA COUNTY COUNCIL ON AGING INC 207 HOSPITAL DRIVE NE FORT WALTON BEACH FL 32548 591356076 501(C)3 21288 0 N/A N/A GENERAL SUPPORT PEARL PROJECT INC 625 NE 12TH AVE OCALA FL 34470 824494844 501(C)3 14451 0 N/A N/A GENERAL SUPPORT SAFE CONNECTIONS 56 BEAL PARKWAY NW FORT WALTON BEACH FL 32548 431077667 501(C)3 11681 0 N/A N/A GENERAL SUPPORT UNITED METHODIST CHILDRENS HOME 428 MCLAUGHLIN AVE CRESTVIEW FL 32536 630302145 501(C)3 17500 0 N/A N/A GENERAL SUPPORT WESTERWOOD RANCH 4390 STATE HIGHWAY 20 W FREEPORT FL 32539 821221167 501(C)3 32103 0 N/A N/A GENERAL SUPPORT 20 PART I, LINE 2: AGENCIES ARE REQUIRED TO APPLY ANNUALLY FOR GRANT FUNDS. IN THEIR APPLICATIONS, THEY STATE THEIR ANTICIPATED USE OF THE FUNDS AND PROVIDE THEIR FORM 990 FOR REVIEW. THEY ALSO PRESENT AN ORAL STATEMENT TO A COMMITTEE AS TO HOW THE FUNDS ARE BEING SPENT FROM THE PREVIOUS CAMPAIGN AND THEIR INTENTIONS FOR THE NEXT CAMPAIGN. KIM COX RELATED PARTY KIM COX IS A BOARD MEMBER OF THE ORGANIZATION AND IS ALSO AN OFFICER AT UNITED FIDELITY BANK. THE ORGANIZATION HAS FOUR ACCOUNTS WITH A BALANCE OF $364,352. AS OF JUNE 30, 2025 BEING HELD AT THIS BANK. 0 X SUPPLIES/PRIZE GIVEAWAYS 36 32206 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE RIGHT TO ELECT BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE EXECUTIVE COMMITTEE OR THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE FINANCE/EXECUTIVE COMMITTEE FOR THEIR REVIEW AND APPROVAL BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS CIRCULATED ANNUALLY TO THE BOARD OF DIRECTORS AND THE FUND DISTRIBUTION COMMITTEE FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS OF DETERMINING COMPENSATION FOR THE ORGANIZATION'S CHIEF EMPLOYED EXECUTIVE INCLUDES (1)REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE OF THE ORGANIZATION, (2)USE OF DATA FROM THE UNITED WAY OF AMERICA FOR METRO 3'S AS TO COMPARABLE COMPENSATION, AND (3)CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE AVAILABLE ON THE WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.