UNITED WAY OF LEE COUNTY INC (EIN 366009288) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1958

Legal Domicile

Principal Officer

JENNIFER HEINTZELMAN

Phone

8152843339

Tax Period

2022-04-01 to 2023-03-31

UNITED WAY OF LEE COUNTY INC, founded in 1958, is a small nonprofit in the Human Services sector that reported $501K in total revenue in fiscal year 2022. Revenue surged 47% from the prior year, signaling strong growth momentum.

Mission

SOLICITATING PUBLIC DONATIONS TO ASSIST WITH FUNDING OTHER CHARITABLE AND COMMUNITY ORGANIZATIONS

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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%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $483,334

Program Service Revenue $8,845

Investment Income $1,561

Other Revenue $6,966

TOTAL REVENUE $500,706

Expense Breakdown

Grants Paid $394,417

Salaries & Benefits $63,868

Fundraising Expenses $16,515

Program Expenses $423,290

Other Expenses $59,084

TOTAL EXPENSES $517,369

Year-over-Year Comparison

	2022	2021	Change
Revenue	$500,706	$339,488	+0.5%
Expenses	$517,369	$330,750	+0.6%
Net Income	$-16,663	$8,738	-2.9%

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

150

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

$49,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER HEINTZELMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDREA COOK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MIKE SMITH	TREASURER	1.00	Officer Director	$0	$0	$0
ASHLEY RICHTER	SECRETARY	1.00	Officer Director	$0	$0	$0
SAMANTHA CIACCIO	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY COMO	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE CURIA	DIRECTOR	1.00	Director	$0	$0	$0
DARLA FOULKER	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE GLENN	DIRECTOR	1.00	Director	$0	$0	$0
JULIE HELFRICH	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER LANG	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINA MCWETHY	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN MILLS	DIRECTOR	1.00	Director	$0	$0	$0
SARAH PARTINGTON	DIRECTOR	1.00	Director	$0	$0	$0
LYNN ROE	DIRECTOR	1.00	Director	$0	$0	$0
PETER SHAW	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER TINSMAN	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA WIKE RESIGNED 52023	EXECUTIVE DIRECTOR	40.00	Officer	$49,000	$0	$49,000
DIANNE FRYE TERMED 32023	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA MAYTERMED 32023	DIRECTOR	1.00	Director	$0	$0	$0
DEB TRANCOSO TERMED 32023	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
2023	$476,321	$187,776	$651,040	$288,545
2023	$500,706	$517,369	$675,832	$-16,663
2022	$339,488	$330,750	$594,011	$8,738
2021	$293,834	$338,017	$445,657	$-44,183
2020	$473,560	$513,724	$455,604	$-40,164
2019	$434,606	$379,459	$511,372	$55,147
2018	$438,242	$388,271	$481,078	$49,971

UNITED WAY OF LEE COUNTY INC