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Community Development : United Ways (Grantmaking)
Board Leadership
Robert Shearman
Board Chair
CEO
Jeannine Joy
President and CEO
|
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.
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97.50
100.00
Program Expenses (Percent of the charity's total expenses spent on the programs and services it delivers) |
91.8% | |
Administrative Expenses | 2.5% | |
Fundraising Expenses | 5.6% | |
Fundraising Efficiency | $0.05 | |
Working Capital Ratio (years) | 0.94 | |
Program Expenses Growth | 15.0% | |
Liabilities to Assets | 3.3% |
Charity Name & State | Overall Score | Overall Rating |
---|---|---|
United Way of Lee, Hendry, Glades, and Okeechobee (FL) | 98.23 | |
United Way of Charlotte County (FL) | 87.59 | |
Valley of the Sun United Way (AZ) | 91.99 | |
United Way of East Central Alabama (AL) | 99.84 | |
United Way of Calvert County (MD) | 93.88 |
REVENUE | |
Contributions | |
Contributions, Gifts & Grants | $11,741,394 |
Federated Campaigns | $0 |
Membership Dues | $0 |
Fundraising Events | $0 |
Related Organizations | $0 |
Government Grants | $568,529 |
Total Contributions | $12,309,923 |
Program Service Revenue | $0 |
Total Primary Revenue | $12,309,923 |
Other Revenue | $-23,047 |
TOTAL REVENUE | $12,286,876 |
EXPENSES | |
Program Expenses | $11,618,176 |
Administrative Expenses | $308,464 |
Fundraising Expenses | $666,761 |
TOTAL FUNCTIONAL EXPENSES | $12,593,401 |
Payments to Affiliates | $113,969 |
Excess (or Deficit) for the year | $-306,525 |
Net Assets | $10,439,593 |
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 | $7,449,733 | 64.1% |
United Way Houses | $2,522,126 | 21.7% |
United Way 211 | $1,288,542 | 11.1% |
Form 990 FYE | Date Published | Overall Score | Overall Rating | ||||||
---|---|---|---|---|---|---|---|---|---|
CN 2.1 | |||||||||
2018-12 | 02/01/2020 | 98.23 | |||||||
2017-12 | 02/01/2019 | 100.00 | |||||||
2016-12 | 03/01/2018 | 96.68 | |||||||
2015-12 | 05/01/2017 | 94.75 | |||||||
2014-12 | 06/01/2016 | 96.88 | |||||||
CN 2.0 | |||||||||
2014-12 | 12/22/2015 | 93.76 | |||||||
2013-12 | 07/01/2015 | 93.94 | |||||||
2012-12 | 09/01/2014 | 97.00 | |||||||
2012-12 | 12/20/2013 | 88.97 | |||||||
2011-12 | 02/01/2013 | 86.23 | |||||||
2010-12 | 12/01/2012 | 86.21 |
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!)
|
Compensation | % of Expenses | Paid to | Title | |
---|---|---|---|---|
$219,875 | 1.74% | Cliff Smith | President |
Charity Name & State | Overall Score | Overall Rating |
---|---|---|
United Way of Lee, Hendry, Glades, and Okeechobee (FL) | 98.23 | |
United Way for Greater Austin (TX) | 87.30 | |
United Way of Fort Smith Area (AR) | 88.00 | |
United Way of Volusia-Flagler Counties (FL) | 90.97 | |
United Way of Greater Baytown Area & Chambers County (TX) | 93.98 |
This charity has an official representative registered with Charity Navigator.
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
Robert Shearman
Board Chair
Jeannine Joy
President and CEO
Charity Navigator
299 Market Street Suite 250
Saddle Brook, NJ 07663
EIN: 13-4148824
BRIDGE ID: 3108588923