UNITED WAY OF LEE COUNTY INC (EIN 237170214) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

JULIE WEBB

Phone

9197765823

Tax Period

2024-09-01 to 2025-08-31

UNITED WAY OF LEE COUNTY INC, founded in 1960, is a small nonprofit that reported $281K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $78K, a strong 28% operating margin.

Mission

THE MISSION OF UNITED WAY IS TO INCREASE THE ORGANZIED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $272,897

Program Service Revenue $0

Investment Income $7,696

Other Revenue $0

TOTAL REVENUE $280,593

Expense Breakdown

Grants Paid $75,992

Salaries & Benefits $78,824

Fundraising Expenses $24,842

Program Expenses $146,947

Other Expenses $47,640

TOTAL EXPENSES $202,456

Year-over-Year Comparison

	2024	2023	Change
Revenue	$280,593	$257,581	+0.1%
Expenses	$202,456	$183,355	+0.1%
Net Income	$78,137	$74,226	+0.1%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$74,414

Total Directors

$74,414

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENDRA MARTIN	EXECUTIVE DI	40.00	Officer Director	$57,644	$16,770	$74,414
SANDRA COX BOYD	DIRECTOR	2.00	Director	$0	$0	$0
BETH BRAY	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN GOMEZ	TREASURER	2.00	Officer Director	$0	$0	$0
COURTNEY HOLCOMB	DIRECTOR	2.00	Director	$0	$0	$0
LINDA RHODES	SECRETARY	2.00	Officer Director	$0	$0	$0
MILLER ROBINS	DIRECTOR	2.00	Director	$0	$0	$0
BRANDON SAMPSON	DIRECTOR	2.00	Director	$0	$0	$0
DAVIA WATSON	DIRECTOR	2.00	Director	$0	$0	$0
JULIE WEBB	CHAIR	2.00	Officer Director	$0	$0	$0
CURT ZABEL	DIRECTOR	2.00	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
2025	$280,593	$202,456	$454,904	$78,137
2024	$257,581	$183,355	$377,078	$74,226
2022	$170,755	$157,692	$254,514	$13,063
2021	$148,062	$155,156	$233,868	$-7,094
2020	$219,688	$204,626	$252,358	$15,062
2019	$209,357	$192,441	$230,797	$16,916
2018	$209,760	$190,164	$213,924	$19,596

UNITED WAY OF LEE COUNTY INC