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Community Development : United Ways (Grantmaking)

United Way of Lee, Hendry, Glades, and Okeechobee

Live United

four stars

96.68

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

CEO
Cliff Smith
President

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 96.68 four stars
  Financial 95.31 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 03/01/2018 and includes data from FY2016, the most recent 990 received at that time.

The United Way of Lee, Hendry, Glades, and Okeechobee is a volunteer 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 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.

Financial

four stars

95.31

Accountability & Transparency

four stars

100.00

This rating was published 03/01/2018 and includes data from FY2016, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
90.3%
  Administrative Expenses 3.0%
  Fundraising Expenses 6.5%
  Fundraising Efficiency $0.06
  Working Capital Ratio (years) 1.21
  Program Expenses Growth 5.3%
  Liabilities to Assets 2.6%
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.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Lee, Hendry, Glades, and Okeechobee (FL) 96.68 four stars
Greater Twin Cities United Way (MN) 92.66 four stars
United Way of Douglas County (KS) 91.36 four stars
United Way of the Ozarks (MO) 87.62 three stars
United Way of Larimer County (CO) 85.85 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $9,699,968
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $358,543
Total Contributions $10,058,511
   Program Service Revenue $0
Total Primary Revenue $10,058,511
   Other Revenue $-141,715
TOTAL REVENUE $9,916,796
   
EXPENSES  
   Program Expenses $8,558,619
   Administrative Expenses $257,638
   Fundraising Expenses $603,535
TOTAL FUNCTIONAL EXPENSES $9,419,792
   
Payments to Affiliates $113,900
Excess (or Deficit) for the year $497,004
   
Net Assets $10,596,228

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 $7,065,637 82.6%
United Way 211 $888,151 10.4%
United Way Houses $302,882 3.5%
Volunteer Center $301,949 3.5%

Ratings History
United Way of Lee, Hendry, Glades, and Okeechobee has received 5 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
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
$190,000 2.01% Cliff Smith President

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Lee, Hendry, Glades, and Okeechobee (FL) 96.68 four stars
United Way of Southwest Alabama (AL) 85.01 three stars
Heart of Florida United Way (FL) 94.94 four stars
United Way of Abilene (TX) 90.08 four stars
United Way of Hancock County (OH) 85.58 three stars

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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

CEO

Cliff Smith
President

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