Nonprofit · EIN 59-0637825
UNITED WAY OF NORTHEAST FLORIDA INC
Tax-exempt · JACKSONVILLE, FL 32202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $25,954,027 | $26,572,496 | -$618,469 | $59,285,671 | $6,040,494 | $53,245,177 |
| June 30, 2024 | 990 | $25,453,183 | $28,253,412 | -$2,800,229 | $59,555,774 | $8,378,320 | $51,177,454 |
| June 30, 2023 | 990 | $42,380,248 | $29,034,300 | $13,345,948 | $58,770,941 | $8,806,702 | $49,964,239 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $23,308,426
- of which government grants
- $10,739,575
- Program service revenue
- $3,430
- Investment income
- $1,680,603
- Other revenue
- $961,568
Expenses
- Grants and similar amounts paid
- $16,009,401
- Compensation of officers, directors and key employees
- $593,726
- Other salaries and wages
- $4,886,101
- Salaries, compensation and benefits (total)
- $6,763,915
- Professional fundraising fees
- $0
- Legal fees
- $583
- Accounting fees
- $95,300
- Occupancy
- $473,652
- Travel
- $60,653
- Depreciation
- $120,709
- Program services (functional)
- $23,009,772
- Management and general (functional)
- $2,657,802
- Fundraising (functional)
- $904,922
Balance sheet and other
- Total assets, start of year
- $59,555,774
- Total assets, end of year
- $59,285,671
- Total liabilities, end of year
- $6,040,494
- Net assets, end of year
- $53,245,177
- Land, buildings and equipment
- $30,668
- Publicly traded securities
- $42,969,199
- Net assets without donor restrictions
- $27,359,913
- Net assets with donor restrictions
- $25,885,264
- Gross receipts
- $25,954,027
- Employees
- 107
- Volunteers
- 4,541
- Year formed
- 1964
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Melanie Patz | President Officer | 64.6 | $273,208 | $23,242 |
| Coretta Hill | Chief Operating Officer Highest-paid employee | 50.8 | $173,876 | $11,722 |
| Olga Mendoza | VP, Finance Officer | 57 | $153,133 | $24,857 |
| Patrick Moran | VP, Philanthropy Key employee | 45.2 | $167,385 | $1,356 |
| James Ellout | VP, Community Impact Highest-paid employee | 46 | $130,519 | $29,611 |
| Sarah Henderson | VP, Marketing and Communication Highest-paid employee | 42 | $118,560 | $18,715 |
| Keto Porter | Director, Full Service Schools Highest-paid employee | 44.1 | $103,128 | $27,497 |
| Mary Clarke | Director, People & Culture Highest-paid employee | 41.1 | $104,769 | $3,045 |
| DARNELL SMITH | Chair of the Board Trustee or director, Officer | 2 | $0 | $0 |
| Jerry Delgado | Treasurer and Chair, audit Committee Trustee or director, Officer | 2 | $0 | $0 |
| Lisa Palmer | Immediate Past Chair Trustee or director, Officer | 2 | $0 | $0 |
| Sabeen Perwaiz | Secretary and Chair of nominating and governance committee Trustee or director, Officer | 2 | $0 | $0 |
| Aundra Wallace | Director Trustee or director | 1 | $0 | $0 |
| Brent Larosa | Director Trustee or director | 1 | $0 | $0 |
| Brian Evans | Director Trustee or director | 1 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER BERNIER | Director Trustee or director | 1 | $0 |
| Diana Sorfleet | Director Trustee or director | 1 | $0 |
| EUSTACHIUS ROBERTS | Director Trustee or director | 1 | $0 |
| Greg Montana | Director Trustee or director | 1 | $0 |
| Jan Hanak | Director Trustee or director | 1 | $0 |
| Joseph Davidson | Director Trustee or director | 1 | $0 |
| Lior Spring | Director Trustee or director | 1 | $0 |
| Matt Zuino | Director Trustee or director | 1 | $0 |
| MICHAEL HUSKEY | Director Trustee or director | 1 | $0 |
| Ned PEVERLEY | Chair, Community Investments Council Trustee or director | 2 | $0 |
| Patty KEENAN | Director Trustee or director | 1 | $0 |
| Phillip Lee | Chair, Resource Development Council Trustee or director | 2 | $0 |
| RUDY F JAMISON JR EdD | Director Trustee or director | 1 | $0 |
| Sara LEY | Chair, VCE Council Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MELANIE PATZ | President & CEO Officer | 70 | $259,601 | $40,807 |
| Dietz Brent | IT Director Highest-paid employee | 45 | $141,190 | $19,551 |
| Coretta Hill | COO Highest-paid employee | 50 | $146,483 | $9,545 |
| James Ellout | VP of Community Impact Highest-paid employee | 45 | $104,711 | $20,259 |
| Porter Keto | Director, Full Service Schools Highest-paid employee | 45 | $101,698 | $21,775 |
| Jeffrey Winkler | Head of Basic Needs Highest-paid employee | 45 | $104,014 | $19,404 |
| Robin Abbot | Chief Financial Officer Officer | 45 | $104,159 | $7,088 |
| Olga Mendoza | VP of Finance Officer | 50 | $11,647 | $0 |
| Jerry Delgado | Treasurer and Chair, audit Committee Trustee or director, Officer | 2 | $0 | $0 |
| Sabeen Perwaiz | Secretary and Chair of nominating and governance committee Trustee or director, Officer | 2 | $0 | $0 |
| Aundra Wallace | Director Trustee or director | 1 | $0 | $0 |
| Brent Larosa | Director Trustee or director | 1 | $0 | $0 |
| Brian Evans | Director Trustee or director | 1 | $0 | $0 |
| Delores Barr Weaver | Director Trustee or director | 1 | $0 | $0 |
| Diana Sorfleet | Director Trustee or director | 1 | $0 | $0 |
| Dr Diana Greene | Director Trustee or director | 1 | $0 | $0 |
| Greg Montana | Director Trustee or director | 1 | $0 | $0 |
| Jan Hanak | Director Trustee or director | 1 | $0 | $0 |
| Joseph Davidson | Director Trustee or director | 1 | $0 | $0 |
| Kirk Larsen | Director Trustee or director | 1 | $0 | $0 |
| Lior Spring | Director Trustee or director | 1 | $0 | $0 |
| Lisa Palmer | Chair of the Board Trustee or director | 2 | $0 | $0 |
| Matt Zuino | Director Trustee or director | 1 | $0 | $0 |
| Ned PEVERLEY | Chair, Community Investments Council Trustee or director | 2 | $0 | $0 |
| Patty KEENAN | Director Trustee or director | 1 | $0 | $0 |
| Phillip Lee | Chair, Resource Development Council Trustee or director | 2 | $0 | $0 |
| RUDY F JAMISON JR EdD | Director Trustee or director | 1 | $0 | $0 |
| Sara LEY | Chair, VCE Council Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHELLE BRAUN | Former President & CEO Former | 55 | $323,455 | $17,182 |
| MAUREEN MERCHO | Chief Development Officer Highest-paid employee | 52 | $210,714 | $23,367 |
| ROBIN ABBOT | Chief Financial Officer Officer | 50 | $220,703 | $2,858 |
| BRIAN DIETZ | I.T. Director Highest-paid employee | 48 | $140,287 | $0 |
| JEFF WINKLER | Head of Basic Needs Highest-paid employee | 50 | $113,176 | $0 |
| JENNIFER MACPHEE MIKOSKY | VP of Marketing Highest-paid employee | 50 | $105,409 | $0 |
| KETO PORTER | Full Service School Director Highest-paid employee | 45 | $102,053 | $0 |
| MELANIE PATZ | President & CEO Officer | 60 | $74,417 | $0 |
| KIRK LARSEN | Chair, Audit Committee - Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| SABEEN PERWAIZ | Director - Secretary Trustee or director, Officer | 1 | $0 | $0 |
| AUNDRA WALLACE | Director Trustee or director | 1 | $0 | $0 |
| BRIAN EVANS | Director Trustee or director | 1 | $0 | $0 |
| DARNELL SMITH | Director Trustee or director | 1 | $0 | $0 |
| DELORES BARR WEAVER | Director Trustee or director | 1 | $0 | $0 |
| DIANA SORFLEET | Director Trustee or director | 1 | $0 | $0 |
| DR DIANA GREENE | Director Trustee or director | 1 | $0 | $0 |
| GREG MONTANA | Vice Chair, Board of Directors Trustee or director | 2 | $0 | $0 |
| JAVON KNIGHT | Chair, Atlantic Circle Trustee or director | 2 | $0 | $0 |
| JIM STEPNOSKI | Immediate Past Chair Trustee or director | 2 | $0 | $0 |
| Lisa Palmer | Chair of the Board Trustee or director | 2 | $0 | $0 |
| MATT ZUINO | Director Trustee or director | 1 | $0 | $0 |
| Michael Herman | Chair, Governance & Nominating Committee Trustee or director | 2 | $0 | $0 |
| NED PEVERLEY | Chair, Community Investments Council Trustee or director | 2 | $0 | $0 |
| PATTY KEENAN | Director Trustee or director | 1 | $0 | $0 |
| Phillip Lee | Chair, Resource Development Council Trustee or director | 2 | $0 | $0 |
| RUDY F JAMISON JR EdD | Director Trustee or director | 1 | $0 | $0 |
| SARA LEY | Chair, VICE Committee Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 550 WATER ST STE 5, JACKSONVILLE, FL 32202-4411
- Principal officer (990 for 2024)
- Melanie Patz, 40 East Adams Street Suite 310, Jacksonville, FL 32202
- Signed the 990
- Melanie Patz, President and CEO
- Phone
- (904) 390-3200
- Website
- www.unitedwaynefl.org
- Return prepared by
- Forvis Mazars LLP
Mission
United Way envisions a community of opportunity where everyone has hope and can reach their full potential. United Way's mission is to solve Northeast Florida's toughest challenges by connecting people, resources and ideas.
Program accomplishments
- United Way provides and funds programs in Northeast Florida, that deliver vital services to the community that create a community of opportunity where everyone has hope and can reach their full potential. This begins with improving economic mobility for all Northeast Florida residents. We do this by investing in programs and initiatives that make it easier for people to break the cycle of poverty and live a better life. CREATING OPPORTUNITY by addressing: Basic Needs, Financial Well Being and Community Resiliency. Basic Needs Provide families with access to nutritious food, stable housing and mental health support during times of crisis. Financial Well-Being Help individuals obtain a quality education, steady employment and assets to weather financial challenges; and Community Resiliency breaking down barriers to success for individuals and families living below the ALICE threshold.Expenses $23,009,772 · grants $16,009,401 · revenue $3,430
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 59-0637825
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1941
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $59,285,671
- Income (IRS master file)
- $25,954,027
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $25,954,027 | $26,572,496 | $59,285,671 | XML |
| 990 | June 2024 | $25,453,183 | $28,253,412 | $59,555,774 | IRS |
| 990 | June 2023 | $42,380,248 | $29,034,300 | $58,770,941 | XML |
| 990 | June 2022 | $43,923,077 | $46,923,644 | $41,231,391 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-0637825).
Questions about UNITED WAY OF NORTHEAST FLORIDA INC
- What is the EIN of UNITED WAY OF NORTHEAST FLORIDA INC?
- The employer identification number (EIN) of UNITED WAY OF NORTHEAST FLORIDA INC is 59-0637825.
- Is UNITED WAY OF NORTHEAST FLORIDA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1941.
- Are donations to UNITED WAY OF NORTHEAST FLORIDA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF NORTHEAST FLORIDA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF NORTHEAST FLORIDA INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF NORTHEAST FLORIDA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF NORTHEAST FLORIDA INC?
- The 990 for the year ended June 30, 2025 names Melanie Patz.
- Who are the officers and directors of UNITED WAY OF NORTHEAST FLORIDA INC?
- The 990 for the year ended June 30, 2025 lists 29 people; 8 received compensation from the organization, the highest $273,208 (Melanie Patz, President).
- How much revenue does UNITED WAY OF NORTHEAST FLORIDA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $25,954,027, expenses of $26,572,496 and total assets of $59,285,671 at year end.
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