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Community Development : United Ways (Grantmaking/Grants Payable)

United Way of Lake & Sumter Counties

Live united

four stars

90.31

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

Board Leadership
Michael Herrera
Board Chair

CEO
Alan Holden
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 90.31 four stars
  Financial 86.31 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 10/01/2019 and includes data from FY2018, 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.

Impact Information

GuideStar is Charity Navigator's trusted partner in sharing information on how this organization seeks impact.  GuideStar has recognized this organization with a Platinum Seal of Transparency for voluntarily and publicly sharing information about how they measure their progress and results.  Learn More about Impact Information.
Reported Results
Showing 3 of 11
Total in 2018
Weekend Food Delivery for Seniors
510
Number of tax returns prepared by VITA volunteers
661
Amount of Tax Preparation Fees Saved
132,000
Amount of Refunds Received by VITA Clients
552,875
Amount of Food Distributed (in pounds) by United Way Partners
3,842,430
Number of people served by United Way food pantries
160,774
Number of volunteers
12,549
Total number of volunteer hours contributed to the organization
78,667
Family Wize Prescription Discount Savings
882,893
Number of clients still working after 12 months
9,589
Number of Age-appropriate Books Distributed to Homeless and Foster Children
8,818
This impact information is current as of March 2020, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

three stars

86.31

Accountability & Transparency

four stars

100.00

This rating was published 10/01/2019 and includes data from FY2018, 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)
72.1%
  Administrative Expenses 17.1%
  Fundraising Expenses 10.7%
  Fundraising Efficiency $0.11
  Working Capital Ratio (years) 1.66
  Program Expenses Growth 11.7%
  Liabilities to Assets 16.7%
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) 90.31 four stars
United Way of Summit County (OH) 88.41 three stars
United Way of Northeast Florida (FL) 95.04 four stars
United Way of Wyoming Valley (PA) 91.88 four stars
United Way of York County, South Carolina (SC) 88.91 three stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,427,322
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $10,000
Total Contributions $1,437,322
   Program Service Revenue $0
Total Primary Revenue $1,437,322
   Other Revenue $75,632
TOTAL REVENUE $1,512,954
   
EXPENSES  
   Program Expenses $1,191,280
   Administrative Expenses $153,200
   Fundraising Expenses $199,546
TOTAL FUNCTIONAL EXPENSES $1,544,026
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-31,072
   
Net Assets $2,334,655

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
Individual Services $780,693 65.5%
Education, Income, Health Programs $410,587 34.5%

Ratings History
United Way of Lake & Sumter Counties has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 10/01/2019 90.31 four stars
2017-06 07/01/2019 93.77 four stars
2017-06 12/01/2018 93.16 four stars
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 December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$75,258 4.87% Alan Holden President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Lake & Sumter Counties (FL) 90.31 four stars
United Way of the Bay Area (CA) 92.04 four stars
United Way of the Ocoee Region (TN) 93.68 four stars
United Way of Escambia County (FL) 88.75 three stars
United Way of Lee, Hendry, Glades, and Okeechobee (FL) 98.23 four stars

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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

Michael Herrera
Board Chair

CEO

Alan Holden
President, CEO

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