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Community Development : United Ways (Grantmaking)

United Way of Lake & Sumter Counties

Live united

three stars

87.25

32644 Blossom Lane Leesburg, FL 34788
tel: (352) 787-7530   Web Site
EIN: 59-1143758

Board Leadership
Diane Culpepper
Board Chair

CEO
Alan Holden
President, CEO

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 87.25 three stars
  Financial 88.64 three stars
  Accountability & Transparency 86.00 three stars
This rating was published 08/01/2017 and includes data from FY2016, the most recent 990 received at that time.

The United Way of Lake & Sumter Counties helps solve specific community issues that impact local families, seniors, children, and the disabled. Each community is different, therefore each community's issues are different. It is important to support your community where you live because it benefits those in need, your community as a whole, the local economy and you and your family as well. We raise money for various agencies within Lake and Sumter Counties.

The United Way of Lake & Sumter Counties helps solve specific community issues that impact local families, seniors, children, and the disabled. Each community is different, therefore each community's issues are different. It is important to support your community where you live because it benefits those in need, your community as a whole, the local economy and you and your family as well. We raise money for various agencies within Lake and Sumter Counties.

Results Information

Reported Results
Showing 3 of 12
Total in 2016
Weekend Food Delivery for Seniors
352
Number of tax returns prepared by VITA volunteers
538
Amount of Tax Preparation Fees Saved
105,200
Amount of Refunds Received by VITA Clients
719,200
Amount of Food Distributed (in pounds) by United Way Partners
2,200,000
Number of people served by United Way food pantries
189,000
Number of volunteers
1,023
Total number of volunteer hours contributed to the organization
13,053
Family Wize Prescription Discount Savings
600,176
Number of clients still working after 12 months
8,960
Number of Pajamas Distributed to Homeless and Foster Children
6,200
Number of Age-appropriate Books Distributed to Homeless and Foster Children
4,016
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This results data is current as of November 2017, when it was provided to us by GuideStar. Results information published on this organization's rating page has no effect on its rating at this time. data iconLearn More

Financial

three stars

88.64

Accountability & Transparency

three stars

86.00

This rating was published 08/01/2017 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)
71.5%
  Administrative Expenses 18.7%
  Fundraising Expenses 9.7%
  Fundraising Efficiency $0.08
  Working Capital Ratio (years) 2.04
  Program Expenses Growth 12.3%
  Liabilities to Assets 17.2%
All data for Financial Performance Metrics calculations was provided by United Way of Lake & Sumter Counties on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Lake & Sumter Counties on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Lake & Sumter Counties (FL) 87.25 three stars
United Way of Greater Greensboro (NC) 90.67 four stars
United Way of Lebanon County (PA) 87.69 three stars
The United Way of Southwestern Pennsylvania (PA) 92.25 four stars
United Way of the Piedmont (SC) 95.87 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,269,182
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $25,209
Total Contributions $1,294,391
   Program Service Revenue $0
Total Primary Revenue $1,294,391
   Other Revenue $45,280
TOTAL REVENUE $1,339,671
   
EXPENSES  
   Program Expenses $921,131
   Administrative Expenses $358,609
   Fundraising Expenses $105,083
TOTAL FUNCTIONAL EXPENSES $1,384,823
   
Payments to Affiliates $12,447
Excess (or Deficit) for the year $-45,152
   
Net Assets $2,311,144

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
Education $729,959 79.2%
Financial Support to 82 agencies $191,172 20.8%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-06 08/01/2017 87.25 three stars
2015-06 12/01/2016 83.42 three stars
2014-06 06/01/2016 73.63 two stars
 
CN 2.0
2014-06 11/01/2015 73.90 two stars
2013-06 11/01/2014 85.18 three stars
2012-06 08/01/2013 87.49 three stars
2011-06 06/01/2012 80.52 three stars
2009-12 09/20/2011 75.93 two stars
 
CN 1.0
2009-12 07/01/2011 74.91 two stars
2008-12 06/01/2010 77.24 two stars
2007-12 06/01/2009 73.99 two stars
2006-12 03/01/2008 64.90 one star
2005-12 02/01/2007 70.26 two stars
2004-12 06/01/2006 77.97 two stars
2003-12 04/01/2005 73.99 two 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 59-1143758
Name in IRS Master File UNITED WAY OF LAKE AND SUMTER COUNTIES 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 (602) Gifts, grants, or loans to other organizations
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 September, 1967
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013

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
Not compensated -- Alan Holden President & CEO
Other Salaries of Note
$53,846 3.88% Ana Maria Moran-Loubriel Former President/CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Lake & Sumter Counties (FL) 87.25 three stars
United Way Blackhawk Region (WI) 90.42 four stars
United Way of the Ohio Valley (KY) 86.09 three stars
Shelby County United Way (OH) 88.02 three stars
United Way of Rock River Valley (IL) 90.68 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

United Way of Lake & Sumter Counties
32644 Blossom Lane
Leesburg, FL 34788
tel: (352) 787-7530
fax: (352) 787-6048
EIN: 59-1143758

Visit Web Site

Board Leadership

Diane Culpepper
Board Chair

CEO

Alan Holden
President, CEO

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