UNITED WAY OF LEE COUNTY INC

EIN: 237107722 501(c)(3)

AUBURN, AL

Total Revenue
$1,011,162
Total Expenses
$832,886
Total Assets
$2,451,815
Net Assets
$2,415,413
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Financial Trends

Organization Details

Formation Year
1988
Legal Domicile
AL
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 community nonprofit that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $178K, a strong 18% operating margin.

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 RESOURSES TO MEET THE NEEDS OF THE COMMUNITY, RECOGNIZING THAT MEETING BASIC HUMAN NEEDS SHOULD BE THE OVERRIDING CONSIDERATION IN ALL DECISIONS.

Program Service Accomplishments

Program 1
Expenses: $167,061 Revenue: $3,600

HEALTH & EDUCATION: THE UNITED WAY OF LEE COUNTY IS COMMITTED TO CREATING LASTING CHANGE - FROM ENDING ILLITERACY TO GIVING EVERY CHILD A HEALTHY CHANCE. OUR SCHOOL DENTAL PROGRAM PROVIDED NEEDY...

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HEALTH & EDUCATION: THE UNITED WAY OF LEE COUNTY IS COMMITTED TO CREATING LASTING CHANGE - FROM ENDING ILLITERACY TO GIVING EVERY CHILD A HEALTHY CHANCE. OUR SCHOOL DENTAL PROGRAM PROVIDED NEEDY SCHOOL AGE CHILDREN WITH NECESSARY DENTAL CARE TO INCREASE THEIR DENTAL HEALTH AND ENSURE MINIMAL DAYS MISSED DUE TO DENTAL PROBLEMS. OUR ADULT LITERACY PROGRAM ASSISTED INDIVIDUALS WITH BASIC READING AND MATH SKILLS. THIS IMPACTS NOT ONLY THE LEARNING ADULTS BUT ALSO THEIR FAMILIES BY STRENGTHENING THEIR ABILITY TO INCREASE INCOME AND FURTHER THE LEARNING OF THEIR CHILDREN. OUR NON-PROFIT CHILDCARE CENTERS PROVIDE A QUALITY LEARNING ENVIRONMENT TO CHILDREN FROM LOW-INCOME WORKING FAMILIES. THE CHILDREN ARE PROVIDED WITH THE LEARNING AND SOCIALIZATION SKILLS NECESSARY FOR SUCCESSFUL TRANSITION TO SCHOOL AND LIFE.

Program 2
Expenses: $6,082

EMERGENCY AID: THE MISSION OF THE EMERGENCY AID FUND IS TO ASSIST INDIVIDUALS IN TIME OF NEED WITH EMERGENCY ASSISTANCE IN THE AREAS OF FOOD, SHELTER, MEDICINE, DOCTOR VISITS, AND TRANSPORTION...

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EMERGENCY AID: THE MISSION OF THE EMERGENCY AID FUND IS TO ASSIST INDIVIDUALS IN TIME OF NEED WITH EMERGENCY ASSISTANCE IN THE AREAS OF FOOD, SHELTER, MEDICINE, DOCTOR VISITS, AND TRANSPORTION. ADDITIONAL CRISIS SERVICES TO FAMILIES INCLUDES DISASTER PREPAREDNESS AND VICTIM SERVICES.

Program 3
Expenses: $5,030

STRENGTHENING FAMILIES AND COMMUNITY: UNITED WAY PARTICIPATES IN A STATEWIDE 2-1-1 INFORMATION AND REFERRAL INITIATIVE. THE PURPOSE OF 2-1-1 IS TO CONNECT PEOPLE IN NEED OF HEALTH AND HUMAN SERVICES...

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STRENGTHENING FAMILIES AND COMMUNITY: UNITED WAY PARTICIPATES IN A STATEWIDE 2-1-1 INFORMATION AND REFERRAL INITIATIVE. THE PURPOSE OF 2-1-1 IS TO CONNECT PEOPLE IN NEED OF HEALTH AND HUMAN SERVICES WITH THE PROVIDERS OF THESE SERVICES IN THE COMMUNITY. THE UNITED WAY OF LEE COUNTY ALSO SUPPORTED PROGRAMS FOR MENTORING CHILDREN, INCREASING PARENTING SKILLS, TRAINING PROGRAMS FOR THOSE WITH DISABILITIES AND QUALITY YOUTH DEVELOPMENT PROGRAMS.

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Trantor Score

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

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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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Governance

Voting Members
23
Independent Members
23
Employees
6
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
8
$80,750
Total Directors
23
$80,750
Key Employees
0
$0
Highest Compensated
0
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
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