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Community Development : United Ways (Grantmaking)

United Way of Lee, Hendry, Glades, and Okeechobee

Live United

four stars

94.75

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 94.75 four stars
  Financial 92.58 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 05/01/2017 and includes data from FY2015, 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.

Results Information

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Financial

four stars

92.58

Accountability & Transparency

four stars

100.00

This rating was published 05/01/2017 and includes data from FY2015, 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)
90.4%
  Administrative Expenses 3.0%
  Fundraising Expenses 6.5%
  Fundraising Efficiency $0.06
  Working Capital Ratio (years) 1.21
  Program Expenses Growth 2.6%
  Liabilities to Assets 3.0%
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) 94.75 four stars
United Way of Hampshire County (MA) 89.91 three stars
United Way of Central Oklahoma (OK) 90.91 four stars
Sioux Empire United Way (SD) 89.94 three stars
United Way of Lackawanna and Wayne Counties (PA) 93.86 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $0
   Federated Campaigns $8,229,628
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $451,711
Total Contributions $8,681,339
   Program Service Revenue $0
Total Primary Revenue $8,681,339
   Other Revenue $-142,796
TOTAL REVENUE $8,538,543
   
EXPENSES  
   Program Expenses $7,637,980
   Administrative Expenses $266,024
   Fundraising Expenses $586,624
TOTAL FUNCTIONAL EXPENSES $8,490,628
   
Payments to Affiliates $102,492
Excess (or Deficit) for the year $47,915
   
Net Assets $10,005,198

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 $6,370,706 83.4%
United Way 211 $761,342 10.0%
United Way Houses $505,932 6.6%

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

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
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).

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Compensation % of Expenses Paid to Title
$153,643 1.80% Cliff Smith President

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Lee, Hendry, Glades, and Okeechobee (FL) 94.75 four stars
United Way of Greater St. Joseph (MO) 88.22 three stars
United Way of Escambia County (FL) 88.28 three stars
United Way of Northwest Georgia (GA) 93.89 four stars
United Way of Union County (OH) 90.72 four stars

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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

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CEO

Cliff Smith
President

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