UNITED WAY OF LEE COUNTY INC

EIN: 237170214 501(c)(3)

SANFORD, NC

Total Revenue
$280,593
Total Expenses
$202,456
Total Assets
$454,904
Net Assets
$367,488
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1960
Legal Domicile
NC
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.

Program Service Accomplishments

Program 1
Expenses: $75,992

THE ORGANIZATION PROMOTES HUMAN CARE SERVICES BY CONDUCTING FUNDRAISING CAMPAIGNS TO PROVIDE FUNDING FOR ITS PARTNER AGENCIES.

Program 2
Expenses: $70,955

THE ORGANIZATION IS INVOLVED IN COMMUNITY PROGRAMS AND INITIATIVES FOR THE RESIDENTS OF THE COMMUNITY.

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Trantor Score

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

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

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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
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Financial Health Indicators

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Governance

Voting Members
12
Independent Members
12
Employees
1
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
4
$74,414
Total Directors
11
$74,414
Key Employees
0
$0
Highest Compensated
0
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
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