UNITED WAY OF LEE COUNTY INC (EIN 237107722) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

TIPI MILLER

Phone

3347455540

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF LEE COUNTY INC, founded in 1988, is a small nonprofit that reported $855K in total revenue in fiscal year 2018. Revenue grew 8% year-over-year, indicating healthy expansion. Net assets of $1.7M represent 24 months of operating reserves.

Mission

THE MISSION OF THE UNITED WAY OF LEE COUNTY, INC. IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER. ONE OF THE WAYS THAT WE DO THIS IN OUR COMMUNITY IS BY GENERATING AND APPLYING THE NECESSARY RESOURCES TO MEET THE NEEDS OF THE COMMUNITY, RECOGNIZING THAT MEETING BASIC HUMAN NEEDS SHOULD BE THE OVERRIDING CONSIDERATION IN ALL DECISIONS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $999,744

Program Service Revenue $0

Investment Income $7,818

Other Revenue $3,600

TOTAL REVENUE $1,011,162

Expense Breakdown

Grants Paid $504,849

Salaries & Benefits $212,569

Fundraising Expenses $75,884

Program Expenses $683,022

Other Expenses $115,468

TOTAL EXPENSES $832,886

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,011,162	$785,478	+0.3%
Expenses	$832,886	$802,795	+0.0%
Net Income	$178,276	$-17,317	-11.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$80,750

Total Directors

$80,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEIGH KREHLING	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
STEVE PELHAM	PRESIDENT	5.00	Officer Director	$0	$0	$0
APRIL HERRING	TREASURER	5.00	Officer Director	$0	$0	$0
TIPI MILLER	EXECUTIVE DIRECTOR	40.00	Officer Director	$76,458	$4,292	$80,750
KATIE KINGSTON	SECRETARY	5.00	Officer Director	$0	$0	$0
ALLISON BLANKENSHIP	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JENNIFER FINCHER	CAMPAIGN CHAIR	5.00	Officer Director	$0	$0	$0
RICHMOND GUNTER	DIRECTOR	1.00	Director	$0	$0	$0
DR CRISTEN HERRING	DIRECTOR	1.00	Director	$0	$0	$0
LORI HUGULEY	DIRECTOR	1.00	Director	$0	$0	$0
LISA KELLEY	DIRECTOR	1.00	Director	$0	$0	$0
SEBASTIAN LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
STEWART MILLS	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
LINDA NORTH	DIRECTOR	1.00	Director	$0	$0	$0
SARAH NUNNELLY	CAMPAIGN CO-CHAIR	5.00	Officer Director	$0	$0	$0
JEFF SHEARER	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANY YELDER	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA DOCKERY	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS HICKMAN	DIRECTOR	1.00	Director	$0	$0	$0
ANNA HOVEY	DIRECTOR	1.00	Director	$0	$0	$0
MOSES KARIUKI	DIRECTOR	1.00	Director	$0	$0	$0
NICK VANSYOC	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,011,162	$832,886	$2,451,815	$178,276
2022	$785,478	$802,795	$2,305,755	$-17,317
2021	$927,608	$801,156	$2,264,597	$126,452
2020	$908,628	$963,777	$2,073,374	$-55,149
2019	$1,267,387	$940,757	$2,120,855	$326,630
2018	$854,959	$877,800	$1,730,915	$-22,841

UNITED WAY OF LEE COUNTY INC