Nonprofit · EIN 59-0972293
UNITED WAY EMERALD COAST INC
Tax-exempt · FT WALTON BCH, FL 32548
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,417,170 | $1,520,023 | -$102,853 | $1,784,994 | $822,569 | $962,425 |
| June 30, 2024 | 990 | $1,293,449 | $1,271,278 | $22,171 | $1,654,098 | $672,644 | $981,454 |
| June 30, 2023 | 990 | $1,465,120 | $1,415,612 | $49,508 | $1,697,049 | $737,766 | $959,283 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,391,430
- Program service revenue
- $8,550
- Investment income
- $10,829
- Other revenue
- $6,361
Expenses
- Grants and similar amounts paid
- $618,913
- Compensation of officers, directors and key employees
- $92,102
- Other salaries and wages
- $299,771
- Salaries, compensation and benefits (total)
- $436,090
- Professional fundraising fees
- $0
- Occupancy
- $60,787
- Travel
- $16,252
- Depreciation
- $9,510
- Program services (functional)
- $1,283,905
- Management and general (functional)
- $80,910
- Fundraising (functional)
- $155,208
Balance sheet and other
- Total assets, start of year
- $1,654,098
- Total assets, end of year
- $1,784,994
- Total liabilities, end of year
- $822,569
- Net assets, end of year
- $962,425
- Land, buildings and equipment
- $125,039
- Net assets without donor restrictions
- $333,781
- Net assets with donor restrictions
- $628,644
- Gross receipts
- $1,417,170
- Employees
- 16
- Volunteers
- 5,832
- Year formed
- 1957
- 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 |
|---|---|---|---|---|
| KELLY JASEN | PRESIDENT & CEO Officer | 48 | $92,194 | $6,447 |
| SHEILA FITZGERALD | VICE CHAIR Trustee or director, Officer | 0.25 | $0 | $0 |
| MATTHEW ZASADA | CHAIR Trustee or director, Officer | 0.25 | $0 | $0 |
| JESSICA LEAVINS | SECRETARY Trustee or director, Officer | 0.25 | $0 | $0 |
| THOMAS EVERIDGE | IMMEDIATE PAST CHAIR Trustee or director, Officer | 0.25 | $0 | $0 |
| SUSAN RIMSA | TREASURER Trustee or director, Officer | 0.25 | $0 | $0 |
| JOSEPH GORDON | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 |
| KIM COX | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 |
| ROBIN SHAW | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 |
| CHRIS HIESTAND | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 |
| LIZ EULBERG | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 |
| LEE BOLTON | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 |
| LAURIE GUZMAN | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 |
| DAVID DEITCH | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 |
| HONG POTOMSKI | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLINT ADEN | BOARD MEMBER Trustee or director | 0.25 | $0 |
| RYAN HARRIS | BOARD MEMBER Trustee or director | 0.25 | $0 |
| TRACY JOHNSON | BOARD MEMBER Trustee or director | 0.25 | $0 |
| DUSTIN COSSON | BOARD MEMBER Trustee or director | 0.25 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KELLY JASEN | PRESIDENT & CEO Trustee or director, Officer | 48 | $87,318 |
| THOMAS EVERIDGE | CHAIR Trustee or director, Officer | 0.25 | $0 |
| JASON FULGHUM | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 |
| KIM COX | SECRETARY Trustee or director, Officer | 0.25 | $0 |
| MATTHEW ZASADA | TREASURER/VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| SHEILA FITZGERALD | IMPACT CHAIR Trustee or director, Officer | 0.25 | $0 |
| ROBIN SHAW | IMPACT VICE CHAIR Trustee or director, Officer | 0.25 | $0 |
| SAMANTHA SMITH | COMMUNITY IMPACT CHAIR Trustee or director, Officer | 0.25 | $0 |
| ALAN GIESEMAN | BOARD MEMBER Trustee or director | 0.25 | $0 |
| ALEXIS TIBBETTS | BOARD MEMBER Trustee or director | 0.25 | $0 |
| BERNARD JOHNSON | BOARD MEMBER Trustee or director | 0.25 | $0 |
| CAROLINE BURRIS | BOARD MEMBER Trustee or director | 0.25 | $0 |
| JENNI BRUNSON | BOARD MEMBER Trustee or director | 0.25 | $0 |
| STEVE HORTON | BOARD MEMBER Trustee or director | 0.25 | $0 |
| TRACY JOHNSON | BOARD MEMBER Trustee or director | 0.25 | $0 |
| CLINT ADEN | BOARD MEMBER Trustee or director | 0.25 | $0 |
| DARRA FLANAGAN | BOARD MEMBER Trustee or director | 0.25 | $0 |
| HONG POTOMSKI | BOARD MEMBER Trustee or director | 0.25 | $0 |
| JESSICA LEAVINS | BOARD MEMBER Trustee or director | 0.25 | $0 |
| LAURIE GUZMAN | BOARD MEMBER Trustee or director | 0.25 | $0 |
| PAMELA CLARKE | BOARD MEMBER Trustee or director | 0.25 | $0 |
| SUSAN RIMSA | BOARD MEMBER Trustee or director | 0.25 | $0 |
990 for the year ended June 30, 2023: 24 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KELLY JASEN | PRESIDENT & CEO Trustee or director, Officer | 48 | $80,238 |
| JASON FULGHUM | CHAIR Trustee or director, Officer | 1 | $0 |
| THOMAS EVERIDGE | VICE CHAIR Trustee or director, Officer | 0.25 | $0 |
| MATTHEW ZASADA | TREASURER AND FINANCE CHAI Trustee or director, Officer | 1 | $0 |
| KEVIN LOVELACE | SECRETARY Trustee or director, Officer | 0.25 | $0 |
| STEPHEN STABLER | CAMPAIGN CHAIR Trustee or director, Officer | 0.25 | $0 |
| SAMANTHA SMITH | COMMUNITY IMPACT CHAIR Trustee or director, Officer | 0.25 | $0 |
| PAULINE ANDERSON | BOARD MEMBER Trustee or director | 0.25 | $0 |
| MAUREEN BIERMAN | BOARD MEMBER Trustee or director | 0.25 | $0 |
| TIM BOLDUC | BOARD MEMBER Trustee or director | 0.25 | $0 |
| JENNI BOLDUC | BOARD MEMBER Trustee or director | 0.25 | $0 |
| CAROLINE BURRIS | BOARD MEMBER Trustee or director | 0.25 | $0 |
| MIKE COUPE | BOARD MEMBER Trustee or director | 0.25 | $0 |
| CARALEE GIBSON | SECRETARY Trustee or director | 1 | $0 |
| ALAN GIESEMAN | BOARD MEMBER Trustee or director | 0.25 | $0 |
| JOHN HOFSTAD | BOARD MEMBER Trustee or director | 0.25 | $0 |
| STEVE HORTON | BOARD MEMBER Trustee or director | 0.25 | $0 |
| BERNARD JOHNSON | BOARD MEMBER Trustee or director | 0.25 | $0 |
| TRACY JOHNSON | BOARD MEMBER Trustee or director | 0.25 | $0 |
| GORDON KING | BOARD MEMBER Trustee or director | 0.25 | $0 |
| KELLY MURPHY-REDD | BOARD MEMBER Trustee or director | 0.25 | $0 |
| ROBIN SHAW | BOARD MEMBER Trustee or director | 0.25 | $0 |
| PAUL SWAN | BOARD MEMBER Trustee or director | 0.25 | $0 |
| ALEXIS TIBBETTS | BOARD MEMBER Trustee or director | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 112 TUPELO AVE SE, FT WALTON BCH, FL 32548-5555
- Principal officer (990 for 2024)
- KELLY JASEN, 112 TUPELO AVENUE, FORT WALTON BEACH, FL 32548
- Signed the 990
- KELLY JASEN, CHIEF EXECUTIVE OFFICER
- Phone
- (850) 243-0315
- Website
- WWW.UNITED-WAY.ORG
- Return prepared by
- WARREN AVERETT LLC
Mission
OUR MISSION IS TO UNITE PEOPLE WITH RESOURCES TO IMPROVE THE QUALITY OF LIFE IN OKALOOSA AND WALTON COUNTIES.
Program accomplishments
- 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.Expenses $953,141 · grants $618,913 · revenue $14,911
- 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.Expenses $156,674
- 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.Expenses $174,090
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
- 59-0972293
- 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
- 1960
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,784,994
- Income (IRS master file)
- $1,417,170
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,417,170 | $1,520,023 | $1,784,994 | IRS |
| 990 | June 2024 | $1,293,449 | $1,271,278 | $1,654,098 | IRS |
| 990 | June 2023 | $1,465,120 | $1,415,612 | $1,697,049 | XML |
| 990 | June 2022 | $1,184,626 | $1,112,631 | $1,553,672 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 59-0972293).
Questions about UNITED WAY EMERALD COAST INC
- What is the EIN of UNITED WAY EMERALD COAST INC?
- The employer identification number (EIN) of UNITED WAY EMERALD COAST INC is 59-0972293.
- Is UNITED WAY EMERALD COAST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to UNITED WAY EMERALD COAST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY EMERALD COAST 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 EMERALD COAST 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 EMERALD COAST 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 EMERALD COAST INC?
- The 990 for the year ended June 30, 2025 names KELLY JASEN.
- Who are the officers and directors of UNITED WAY EMERALD COAST INC?
- The 990 for the year ended June 30, 2025 lists 19 people; 1 received compensation from the organization, the highest $92,194 (KELLY JASEN, PRESIDENT & CEO).
- How much revenue does UNITED WAY EMERALD COAST INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,417,170, expenses of $1,520,023 and total assets of $1,784,994 at year end.
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- HORIZONS OF OKALOOSA COUNTY INC EIN 59-3109969 · last filed 990 for 2025
- DESTIN HARVEST INC EIN 26-0343102 · last filed 990 for 2025
- EMERALD COAST ASSOCIATION OF REALTORS INC EIN 23-7420154 · last filed 990 for 2024
- PANHANDLE ANIMAL WELFARE SOCIETY INC AKA PAWS INC EIN 59-0815515 · last filed 990 for 2025
- CHILDREN IN CRISIS INC EIN 65-1196220 · last filed 990 for 2025
- FORT WALTON YACHT CLUB EIN 59-0677113 · last filed 990 for 2025