United Way Of Lee County Inc is located in Fort Myers, FL. The organization was established in 1964. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, United Way Of Lee County Inc employed 72 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of Lee County Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, United Way Of Lee County Inc generated $16.9m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 10.2% each year . All expenses for the organization totaled $15.9m during the year ending 12/2021. While expenses have increased by 9.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Way Of Lee County Inc has awarded 644 individual grants totaling $53,555,199. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
WE ARE THE UNITED WAY AGENCY FOR LEE, HENDRY, GLADES, AND OKEECHOBEE COUNTIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
COMMUNITY IMPACT FUND:THE UNITED WAY SUPPORTS 102 LOCAL HUMAN SERVICE AGENCIES AND OVER 260 PROGRAMS AND INITIATIVES IN OUR COMMUNITY. THE UNITED WAY COMMUNITY IMPACT FUND TARGETS AND ADDRESSES THE UNDERLYING CAUSES OF PROBLEMS IN FIVE KEY IMPACT AREAS: 1) STRENGTHENING FAMILIES - BY MOVING FAMILIES AND INDIVIDUALS BEYOND POVERTY, FACILITATING SUPPORT GROUPS TO EMPOWER VICTIMS TO REGAIN CONTROL OF THEIR LIVES, AND PROVIDING ASSISTANCE TO VICTIMS OF DOMESTIC VIOLENCE. 2) NURTURING YOUTH - BY ENSURING A QUALITY EARLY CHILDHOOD EDUCATION OPPORTUNITY FOR ALL CHILDREN, SUPPORTING MENTORING PROGRAMS, AND PROVIDING AT-RISK YOUTH WITH PROGRAMS TO BUILD AND STRENGTHEN THEIR CHARACTER AND LIFE SKILLS. CONTINUED ON SCHEDULE O 3) MEETING CRITICAL NEEDS - BY HELPING THE ELDERLY AND PEOPLE WITH DISABILITIES LIVE INDEPENDENTLY, WITH DIGNITY AND RESPECT, RESPONDING TO PEOPLE IN CRISIS, AND CONNECTING PEOPLE IN NEED OF HELP THROUGH UNITED WAY 211 INFORMATION AND REFERRAL LINE; 4) EMPOWERING COMMUNITIES - BY ORGANIZING AND MOBILIZING COMMUNITIES, BRINGING HEALTH AND HUMAN SERVICES TO NEIGHBORHOODS, AND CONNECTING PROVIDERS AND RESIDENTS THROUGH PARTNERSHIPS. 5) SUPPORTING VETERANS - MEETING THE NEEDS OF VETERANS AND ACTIVE SERVICE MEMBERS THROUGH MISSION UNITED; COORDINATING THE VETERAN SUPPORT ORGANIZATIONS.THE UNITED WAY GIFTS IN KIND PROGRAM SOLICITS AND COLLECTS DONATED MERCHANDISE, MATERIALS, EQUIPMENT, FIXTURES, FURNITURE, ETC. FOR REDISTRIBUTION TO LOCAL NONPROFIT AGENCIES. IN 2021, THE PROGRAM RECEIVED OVER $4.7 MILLION IN DONATED ITEMS THAT BENEFITED THE LOCAL SOCIAL SERVICE NETWORK AND COMMUNITY.
UNITED WAY HOUSES:UNITED WAY OF LEE, HENDRY, GLADES, AND OKEECHOBEE COUNTIES, IN COLLABORATION WITH OUR HUMAN SERVICE PARTNERS, BRING NEEDED SERVICES INTO COMMUNITIES THROUGH NEIGHBORHOOD RESOURCE CENTERS. THESE "ONE STOP" CENTERS PROVIDE SPACE FOR AGENCIES TO REACH CLIENTS WHO MAY NOT BE ABLE TO ACCESS SERVICES OUTSIDE THEIR NEIGHBORHOOD. IN 2021, UNITED WAY HOUSE CLIENTS RECEIVED 309,025 SERVICES ACROSS THE 17 UNITED WAY HOUSES IN OPERATION. THE NEIGHBORHOOD HOUSES ARE A PERFECT EXAMPLE OF HOW COLLABORATION INCREASES ACCESS TO SERVICES AND IMPROVES LOCAL NEIGHBORHOODS. THE VISION IS HELPING PEOPLE IN NEED WITH MORE THAN A SHORT TERM SOLUTION BY OFFERING THEM COORDINATED SERVICES THAT MAY HELP THEM PREVENT THE PROBLEM FROM REOCCURRING.
UNITED WAY 211:EVERY HOUR OF EVERY DAY, SOMEONE IN OUR COMMUNITY NEEDS HUMAN SERVICES, FROM FINDING AN AFTER-SCHOOL PROGRAM, TO COUNSELING FOR A TEEN, TO SECURING ADEQUATE CARE FOR AN AGING PARENT. PEOPLE OFTEN DON'T KNOW WHERE TO TURN, AND AS A RESULT, END UP GOING WITHOUT NECESSARY SERVICES. UNITED WAY 211 EXISTS TO HELP PEOPLE NAVIGATE THEIR WAY THROUGH THE MAZE OF HEALTH AND SOCIAL SERVICE AGENCIES BY PROVIDING THE MOST ADEQUATE, UP-TO-DATE RESOURCES FOR THE CLIENT'S SITUATION. LAST YEAR, UNITED WAY 211 HAD A TOTAL CALL VOLUME OF OVER 76,370. DURING TIMES OF NATURAL DISASTERS SUCH AS HURRICANES, UNITED WAY 211 BECOMES THE INFORMATION HOTLINE FOR LEE, HENDRY, AND GLADES COUNTIES OFFERING INFORMATION ON SHELTERS, EVACUATION ROUTES, AND RECOVERY SERVICES. UNITED WAY 211 ALSO RUNS MISSION UNITED, A SINGLE PHONE POINT OF ENTRY UTILIZING THE 211 NUMBER TO HELP LOCAL UNITED STATES ACTIVE MILITARY, VETERANS AND THEIR FAMILIES IN LEE, HENDRY AND GLADES COUNTIES NAVIGATE AND ACCESS NEEDED SERVICES. UNITED WAY 211 IS AVAILABLE 24 HOURS A DAY, 7 DAYS A WEEK BY DIALING 211 OR 239-433-3900.
OTHER.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Jeannine Joy President/ceo | Officer | 60 | $181,007 |
Beville Robert Board Member | OfficerTrustee | 1 | $0 |
Branning R Noelle Officer | OfficerTrustee | 1 | $0 |
Desjarlais Roger J Vice Chair | OfficerTrustee | 1 | $0 |
Hawkins Cynthia M Treasurer | OfficerTrustee | 1 | $0 |
Loyola Victoria Board Member | OfficerTrustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $1,559,392 |
All other contributions, gifts, grants, and similar amounts not included above | $15,021,966 |
Noncash contributions included in lines 1a–1f | $4,772,561 |
Total Revenue from Contributions, Gifts, Grants & Similar | $16,581,358 |
Total Program Service Revenue | $0 |
Investment income | $123,776 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $167,626 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $16,905,483 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $10,964,778 |
Grants and other assistance to domestic individuals. | $220,496 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $208,632 |
Compensation of current officers, directors, key employees. | $31,295 |
Compensation to disqualified persons | $2,710,601 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $128,323 |
Other employee benefits | $347,721 |
Payroll taxes | $221,501 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $16,401 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $15,202 |
Fees for services: Other | $97,244 |
Advertising and promotion | $0 |
Office expenses | $13,468 |
Information technology | $54,774 |
Royalties | $0 |
Occupancy | $104,108 |
Travel | $15,188 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $4,045 |
Interest | $0 |
Payments to affiliates | $195,868 |
Depreciation, depletion, and amortization | $104,400 |
Insurance | $33,354 |
All other expenses | $31,658 |
Total functional expenses | $15,908,869 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $296,112 |
Savings and temporary cash investments | $880,665 |
Pledges and grants receivable | $4,810,221 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $292,439 |
Inventories for sale or use | $299,398 |
Prepaid expenses and deferred charges | $75,100 |
Net Land, buildings, and equipment | $1,187,674 |
Investments—publicly traded securities | $2,879,162 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $136,985 |
Total assets | $10,857,756 |
Accounts payable and accrued expenses | $458,891 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $262,183 |
Total liabilities | $721,074 |
Net assets without donor restrictions | $2,915,767 |
Net assets with donor restrictions | $7,220,915 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $10,857,756 |
Over the last fiscal year, United Way Of Lee County Inc has awarded $10,763,464 in support to 98 organizations.
Grant Recipient | Amount |
---|---|
SCHOOL RESOURCE CENTER PURPOSE: Allocation for General Support | $1,754,314 |
LEE COUNTY SCHOOL DISTRICT PURPOSE: Allocation for General Support | $582,400 |
Atlanta, GA PURPOSE: Allocation for General Support | $413,674 |
Fort Myers, FL PURPOSE: Allocation for General Support | $385,025 |
Fort Myers, FL PURPOSE: Allocation for General Support | $384,242 |
Fort Myers, FL PURPOSE: Allocation for General Support | $376,568 |
Over the last fiscal year, we have identified 4 grants that United Way Of Lee County Inc has recieved totaling $75,000.
Awarding Organization | Amount |
---|---|
John E & Aliese Price Foundation Inc Fort Myers, FL PURPOSE: LEE SCH DISTR CHILDREN'S PROJ | $40,000 |
John E & Aliese Price Foundation Inc Fort Myers, FL PURPOSE: PROJECT DENTIST CARE | $15,000 |
John E & Aliese Price Foundation Inc Fort Myers, FL PURPOSE: TOQUEVILLE | $10,000 |
John E & Aliese Price Foundation Inc Fort Myers, FL PURPOSE: SWFL FREE PAIN CLINIC | $10,000 |
Beg. Balance | $2,757,223 |
Earnings | $476,940 |
Admin Expense | $15,202 |
Other Expense | $202,814 |
Ending Balance | $3,016,147 |
Organization Name | Assets | Revenue |
---|---|---|
United Way Of Northeast Florida Inc Jacksonville, FL | $41,231,391 | $43,923,077 |
Jewish Federation Of Greater Atlanta Inc Atlanta, GA | $335,156,066 | $46,977,032 |
Jewish Federation Of Palm Beach County Inc West Palm Beach, FL | $188,649,798 | $40,996,005 |
United Way Of Broward County Fort Lauderdale, FL | $30,254,563 | $21,112,252 |
Heart Of Florida United Way Orlando, FL | $52,280,258 | $21,120,938 |
United Way Suncoast Inc Tampa, FL | $59,673,502 | $17,914,764 |
United Jewish Community Of Broward County Inc Davie, FL | $191,632,658 | $32,289,120 |
Jewish Federation Of South Palm Beach County Inc Boca Raton, FL | $220,329,393 | $31,215,392 |
United Way Of Lee County Inc Fort Myers, FL | $10,857,756 | $16,905,483 |
United Way Of Palm Beach County Inc West Palm Beach, FL | $24,619,192 | $14,282,959 |
United Way Of Brevard County Inc Rockledge, FL | $8,481,850 | $14,549,542 |
Ocean Reef Foundation Inc Key Largo, FL | $43,415,311 | $11,490,995 |