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Community Development : United Ways (Grantmaking)

United Way of Lee, Hendry, Glades, and Okeechobee

Live United

four stars

100.00

7273 Concourse Drive Fort Myers, FL 33908
tel: (239) 433-2000   Web Site
EIN: 59-1005169

Board Leadership
David Fry
Board Chair

CEO
Cliff Smith
President

 
 
  Score
(out of 100) 		Rating
Overall Score & Rating 100.00 four stars
  Financial 100.00 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 02/01/2019 and includes data from FY2017, the most recent 990 received at that time.
Why isn't this based on more recent data?

The United Way of Lee, Hendry, Glades, and Okeechobee is a volunteer driven organization dedicated to improving the quality of life for all people in our community. This is accomplished through fundraising, fund distribution, community building, volunteer advancement, and information and referral.

The United Way of Lee, Hendry, Glades, and Okeechobee is a volunteer driven organization dedicated to improving the quality of life for all people in our community. This is accomplished through fundraising, fund distribution, community building, volunteer advancement, and information and referral.

Impact Information

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Learn more about how we calculate the overall score and rating.

Financial

four stars

100.00

Accountability & Transparency

four stars

100.00

This rating was published 02/01/2019 and includes data from FY2017, the most recent 990 received at that time.
Why isn't this based on more recent data?
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)		 91.1%
  Administrative Expenses 2.7%
  Fundraising Expenses 6.1%
  Fundraising Efficiency $0.05
  Working Capital Ratio (years) 1.14
  Program Expenses Growth 11.7%
  Liabilities to Assets 2.9%
All data for Financial Performance Metrics calculations was provided by United Way of Lee, Hendry, Glades, and Okeechobee on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Lee, Hendry, Glades, and Okeechobee on recent 990s filed with the IRS.
Information Provided on the Form 990  
  Independent Voting Board Members
  No Material diversion of assets
  Audited financials prepared by independent accountant
  Does Not Provide Loan(s) to or Receive Loan(s) From related parties
  Documents Board Meeting Minutes
  Provided copy of Form 990 to organization's governing body in advance of filing
  Conflict of Interest Policy
  Whistleblower Policy
  Records Retention and Destruction Policy
  CEO listed with salary
  Process for determining CEO compensation
  Board Listed / Board Members Not Compensated
Is the following information easily accessible on the charity's website?  
  Donor Privacy Policy
  Board Members Listed
  Audited Financials
  Form 990
  Key staff listed

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Lee, Hendry, Glades, and Okeechobee (FL) 100.00 four stars
United Way of Tri County (MA) 89.18 three stars
United Way of Brevard (FL) 87.97 three stars
United Way of Greater Lima (OH) 88.81 three stars
Greater Ottawa County United Way (MI) 91.47 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $10,036,574
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $1,410,851
Total Contributions $11,447,425
   Program Service Revenue $0
Total Primary Revenue $11,447,425
   Other Revenue $-52,193
TOTAL REVENUE $11,395,232
   
EXPENSES  
   Program Expenses $10,266,679
   Administrative Expenses $267,034
   Fundraising Expenses $604,148
TOTAL FUNCTIONAL EXPENSES $11,137,861
   
Payments to Affiliates $123,877
Excess (or Deficit) for the year $257,371
   
Net Assets $11,059,124

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Community Impact Fund $8,465,528 82.5%
United Way 211 $1,106,758 10.8%
United Way Houses $381,048 3.7%
Volunteer Center $313,345 3.1%

Ratings History
United Way of Lee, Hendry, Glades, and Okeechobee has received 6 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-12 02/01/2019 100.00 four stars
2016-12 03/01/2018 96.68 four stars
2015-12 05/01/2017 94.75 four stars
2014-12 06/01/2016 96.88 four stars
 
CN 2.0
2014-12 12/22/2015 93.76 four stars
2013-12 07/01/2015 93.94 four stars
2012-12 09/01/2014 97.00 four stars
2012-12 12/20/2013 88.97 three stars
2011-12 02/01/2013 86.23 three stars
2010-12 12/01/2012 86.21 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 59-1005169
Name in IRS Master File UNITED WAY OF LEE COUNTY INC
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (927) Fundraising
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date May, 1964
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)		 (Log In or Register Now to View Forms 990!)
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$205,550 1.84% Cliff Smith President

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Lee, Hendry, Glades, and Okeechobee (FL) 100.00 four stars
United Way of Carlisle & Cumberland County (PA) 95.27 four stars
United Way of Greater Kingsport (TN) 87.79 three stars
Sioux Empire United Way (SD) 92.22 four stars
United Way of Wyoming Valley (PA) 95.31 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

United Way of Lee, Hendry, Glades, and Okeechobee
7273 Concourse Drive
Fort Myers, FL 33908
tel: (239) 433-2000
fax: (239) 433-5692
EIN: 59-1005169

Visit Web Site

Board Leadership

David Fry
Board Chair

CEO

Cliff Smith
President

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