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Community Development : United Ways (Grantmaking)

United Way of Lee, Hendry, Glades, and Okeechobee

Live United

98.23

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

Board Leadership
Robert Shearman
Board Chair

CEO
Jeannine Joy
President and CEO

Charity Navigator

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  Score
(out of 100)
Rating
Overall Score & Rating 98.23
  Financial 97.50
  Accountability & Transparency 100.00
This rating was published 06/01/2021 and includes data from FY2019, the most recent 990 received at that time.

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.

Financial

97.50

Accountability & Transparency

100.00

This rating was published 06/01/2021 and includes data from FY2019, 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)
92.2%
  Administrative Expenses 2.3%
  Fundraising Expenses 5.3%
  Fundraising Efficiency $0.05
  Working Capital Ratio (years) 0.85
  Program Expenses Growth 15.1%
  Liabilities to Assets 3.5%
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) 98.23
United Way of Northwest Georgia (GA) 95.05
United Way of Siouxland (IA) 95.24
Capital Area United Way, Michigan (MI) 94.14
United Way of Central Louisiana (LA) 95.27

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $13,294,463
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $845,234
Total Contributions $14,139,697
   Program Service Revenue $0
Total Primary Revenue $14,139,697
   Other Revenue $-35,085
TOTAL REVENUE $14,104,612
   
EXPENSES  
   Program Expenses $13,044,259
   Administrative Expenses $318,299
   Fundraising Expenses $772,374
TOTAL FUNCTIONAL EXPENSES $14,134,932
   
Payments to Affiliates $121,082
Excess (or Deficit) for the year $-30,320
   
Net Assets $10,772,142

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 $7,572,735 58.1%
United Way Houses $3,456,871 26.5%
United Way 211 $1,604,507 12.3%

Ratings History
United Way of Lee, Hendry, Glades, and Okeechobee has received 8 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-12 06/01/2021 98.23
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!)
  • December, 2018
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
Compensation % of Expenses Paid to Title
$105,017 0.74% Jeannine Joy President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Lee, Hendry, Glades, and Okeechobee (FL) 98.23
Fox Valley United Way (IL) 90.21
United Way for Southeastern Michigan (MI) 96.46
United Way of Greater Union County (NJ) 85.82
United Way of Knox County, Ohio (OH) 95.47

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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

Board Leadership

Robert Shearman
Board Chair

CEO

Jeannine Joy
President and CEO

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