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United Way of Morgan County

Details

Name: United Way of Morgan County
Jurisdiction: Alabama
Legal type: Domestic Non-Profit Corporation
Status: Exists
Date of registration: 12 Dec 1955 (69 years ago) (Companies founded in December 1955)
Entity Number: 000-774-706
Register Number: 000774706
Historical Names: Morgan County United Fund
Place of Formation: Morgan County

Activities PROMOTE SOCIAL WELFARE OF MORGAN COUNTY

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
CM83WNMLDGU6 2024-11-08 115 1ST AVE NE, DECATUR, AL, 35601, 2301, USA PO BOX 1058, DECATUR, AL, 35602, USA

Business Information

Doing Business As UNITED WAY
URL www.uwmcal.org
Congressional District 05
State/Country of Incorporation AL, USA
Activation Date 2023-11-13
Initial Registration Date 2019-02-11
Entity Start Date 1940-01-01
Fiscal Year End Close Date Jun 30

Points of Contacts

Electronic Business
Title PRIMARY POC
Name KATHLEEN A ROSS
Role PRESIDENT/CEO
Address PO BOX 1058, DECATUR, AL, 35602, USA
Government Business
Title PRIMARY POC
Name KATHLEEN A ROSS
Role PRESIDENT/CEO
Address PO BOX 1058, DECATUR, AL, 35602, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MORGAN COUNTY 2023 630358762 2024-07-30 UNITED WAY OF MORGAN COUNTY 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-05-01
Business code 813000
Sponsor’s telephone number 2563536643
Plan sponsor’s address PO BOX 1058, DECATUR, AL, 35602

Plan administrator’s name and address

Administrator’s EIN 630358762
Plan administrator’s name UNITED WAY OF MORGAN COUNTY
Plan administrator’s address PO BOX 1058, DECATUR, AL, 35602
Administrator’s telephone number 2563536643

Signature of

Role Plan administrator
Date 2024-07-30
Name of individual signing KIMBERLY RAY
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MORGAN COUNTY 2022 630358762 2023-07-21 UNITED WAY OF MORGAN COUNTY 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-05-01
Business code 813000
Sponsor’s telephone number 2563536643
Plan sponsor’s address PO BOX 1058, DECATUR, AL, 35602

Plan administrator’s name and address

Administrator’s EIN 630358762
Plan administrator’s name UNITED WAY OF MORGAN COUNTY
Plan administrator’s address PO BOX 1058, DECATUR, AL, 35602
Administrator’s telephone number 2563536643

Signature of

Role Plan administrator
Date 2023-07-21
Name of individual signing KATHLEEN ROSS
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MORGAN COUNTY 2021 630358762 2022-07-14 UNITED WAY OF MORGAN COUNTY 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-05-01
Business code 813000
Sponsor’s telephone number 2563536643
Plan sponsor’s address PO BOX 1058, DECATUR, AL, 35602

Plan administrator’s name and address

Administrator’s EIN 630358762
Plan administrator’s name UNITED WAY OF MORGAN COUNTY
Plan administrator’s address PO BOX 1058, DECATUR, AL, 35602
Administrator’s telephone number 2563536643

Signature of

Role Plan administrator
Date 2022-07-14
Name of individual signing KATHLEEN ROSS
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MORGAN COUNTY 2020 630358762 2021-09-01 UNITED WAY OF MORGAN COUNTY 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-05-01
Business code 813000
Sponsor’s telephone number 2563536643
Plan sponsor’s address PO BOX 1058, DECATUR, AL, 35602

Plan administrator’s name and address

Administrator’s EIN 630358762
Plan administrator’s name UNITED WAY OF MORGAN COUNTY
Plan administrator’s address PO BOX 1058, DECATUR, AL, 35602
Administrator’s telephone number 2563536643

Signature of

Role Plan administrator
Date 2021-09-01
Name of individual signing KATHLEEN ROSS
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MORGAN 2019 630358762 2020-07-28 UNITED WAY OF MORGAN COUNTY 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-05-01
Business code 813000
Sponsor’s telephone number 2563536643
Plan sponsor’s address PO BOX 1058, DECATUR, AL, 35602

Plan administrator’s name and address

Administrator’s EIN 630358762
Plan administrator’s name UNITED WAY OF MORGAN COUNTY
Plan administrator’s address PO BOX 1058, DECATUR, AL, 35602
Administrator’s telephone number 2563536643

Signature of

Role Plan administrator
Date 2020-07-28
Name of individual signing KATHLEEN ROSS
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MORGAN 2018 630358762 2019-08-14 UNITED WAY OF MORGAN COUNTY 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-05-01
Business code 813000
Sponsor’s telephone number 2563536643
Plan sponsor’s address PO BOX 1058, DECATUR, AL, 35602

Plan administrator’s name and address

Administrator’s EIN 630358762
Plan administrator’s name UNITED WAY OF MORGAN COUNTY
Plan administrator’s address PO BOX 1058, DECATUR, AL, 35602
Administrator’s telephone number 2563536643

Signature of

Role Plan administrator
Date 2019-08-14
Name of individual signing KATHLEEN ROSS
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MORGAN 2017 630358762 2018-07-09 UNITED WAY OF MORGAN COUNTY 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-05-01
Business code 813000
Sponsor’s telephone number 2563536643
Plan sponsor’s address PO BOX 1058, DECATUR, AL, 35602

Plan administrator’s name and address

Administrator’s EIN 630358762
Plan administrator’s name UNITED WAY OF MORGAN COUNTY
Plan administrator’s address PO BOX 1058, DECATUR, AL, 35602
Administrator’s telephone number 2563536643

Signature of

Role Plan administrator
Date 2018-07-09
Name of individual signing KATHLEEN ROSS
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MORGAN 2016 630358762 2017-10-12 UNITED WAY OF MORGAN COUNTY 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-05-01
Business code 813000
Sponsor’s telephone number 2563536643
Plan sponsor’s address PO BOX 1058, DECATUR, AL, 35602

Plan administrator’s name and address

Administrator’s EIN 630358762
Plan administrator’s name UNITED WAY OF MORGAN COUNTY
Plan administrator’s address PO BOX 1058, DECATUR, AL, 35602
Administrator’s telephone number 2563536643

Signature of

Role Plan administrator
Date 2017-10-12
Name of individual signing KATHLEEN ROSS
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MORGAN 2015 630358762 2016-06-28 UNITED WAY OF MORGAN COUNTY 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-05-01
Business code 813000
Sponsor’s telephone number 2563536643
Plan sponsor’s address PO BOX 1058, DECATUR, AL, 35602

Plan administrator’s name and address

Administrator’s EIN 630358762
Plan administrator’s name UNITED WAY OF MORGAN COUNTY
Plan administrator’s address PO BOX 1058, DECATUR, AL, 35602
Administrator’s telephone number 2563536643

Signature of

Role Plan administrator
Date 2016-06-28
Name of individual signing KATHLEEN ROSS
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MORGAN 2014 630358762 2015-10-14 UNITED WAY OF MORGAN COUNTY 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1980-05-01
Business code 813000
Sponsor’s telephone number 2563536643
Plan sponsor’s address PO BOX 1058, DECATUR, AL, 35602

Plan administrator’s name and address

Administrator’s EIN 630358762
Plan administrator’s name UNITED WAY OF MORGAN COUNTY
Plan administrator’s address PO BOX 1058, DECATUR, AL, 35602
Administrator’s telephone number 2563536643

Signature of

Role Plan administrator
Date 2015-10-14
Name of individual signing KATHLEEN ROSS

Incorporator

Name Role Address
RICHARDSON, FRANK MRS Incorporator No data
TURNER, HOLMES MRS Incorporator No data
EASTER, DAREN Incorporator No data
PINKSTON, NANCY Incorporator No data
MINTON, CHARLES Incorporator No data
ELLIOTT, ELIZABETH MRS Incorporator No data
VAN DUSEN, EVELYN MRS Incorporator No data
SPEAKE, FLORENCE MRS Incorporator No data
SMITH, ALLISON Incorporator 1332 AMERICANA DRIVEBIRMINGHAM, AL 35215
SHELTON, BARRETT C Incorporator No data

Events

Event Date Event Type Old Value New Value
1973-01-23 Name Change Morgan County United Fund United Way of Morgan County

Date of last update: 16 Aug 2024

Sources: Alabama Secretary of State