The United Way of Lee County Inc

EIN: 591005169 501(c)(3) Philanthropy & Grantmaking

Fort Myers, FL

Total Revenue
$26,999,177
Total Expenses
$28,798,926
Total Assets
$14,868,316
Net Assets
$12,073,209
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Financial Trends

Organization Details

Formation Year
1957
Legal Domicile
FL
Principal Officer
Jeannine Joy
Phone
2394332000
Tax Period
2024-01-01 to 2024-12-31

The United Way of Lee County Inc, founded in 1957, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $27.0M in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring.

Mission

The United Way of Lee, Hendry, and Glades is a volunteer driven organization dedicated to improving the quality of life for all people in our community. Continued on Schedule OOur United Way supports and helps coordinate the human service network in our community so that the network can provide high quality social service programs that make a difference in people's lives.

Program Service Accomplishments

Program 1
Expenses: $20,218,577

Community Impact Fund:The United Way Community Impact Fund supports over 260 programs throughout a large network of social service agencies. These critical community programs address vital areas such...

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Community Impact Fund:The United Way Community Impact Fund supports over 260 programs throughout a large network of social service agencies. These critical community programs address vital areas such as strengthening families, building resiliency for our most vulnerable populations, supporting youth and empowering communities.The United Way of Lee County Gifts In Kind Program: The United Way Gifts In Kind Program provides nonprofit, health and human services organizations, in Lee, Hendry, and Glades counties with access to quality in-kind goods. GIK acts as a liaison between local and national donors, and participating agencies. Continued on Schedule OThe purpose of GIK is to assist agencies in leveraging their dollars while providing donors with an outlet for distributing surplus and increasing their contribution and support of the local community. United Way and its Gifts In Kind Program is leading the Hurricane Ian Donations Committee for the Unmet Needs Long Term Recovery Group (LTRG) in Lee County, ensuring all participants with LTRG have up to date information and access to the Program for their clients and organizations. United Way Resiliency Hubs: United Way Resiliency Hubs bring needed services into vulnerable communities through the mobilization of the United Way network and key community partners. These centralized locations provide space for agencies to provide their critical programs, providing over 450,000 services each year throughout the network of 18 locations.

Program 2
Expenses: $4,068,636

American Rescue Plan Act (ARPA) funding was awarded through a collaboration with the Lee County Government to ensure that 59 Lee County nonprofit social service agencies maintained the organizational...

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American Rescue Plan Act (ARPA) funding was awarded through a collaboration with the Lee County Government to ensure that 59 Lee County nonprofit social service agencies maintained the organizational capacity to administer 62 projects to help mediate the negative impact of the COVID-19 pandemic. United Way was also awarded to maintain the infrastructure requisite to educate potential Sub-Awardees on the application process and functionally administer federal support to all awarded Agencies. A portion of the award received by United Way led to strengthening internal processes and operations, resulting in dramatically enhanced social service programming in Lee County with the ultimate goal of mitigating long-term COVID-19 impacts. Continued on Schedule OMore than $14 million dollars was distributed since 2022 to Lee County nonprofit agencies for programming that was directly impacted by COVID-19 such as financial health, rehousing, domestic violence counseling, direct medical/dental attention, etc. Through the administration of ARPA awards, United Way was able to support area nonprofit organizations to reach disproportionately impacted populations and focus on improved community health and well-being.

Program 3
Expenses: $2,132,343

United Way 211 is the connection for community members in need in Lee, Hendry and Glades Counties to ensure they can access information and services to remain independent and successful. Whether it...

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United Way 211 is the connection for community members in need in Lee, Hendry and Glades Counties to ensure they can access information and services to remain independent and successful. Whether it be assistance with household financial needs, school uniforms for their children or access to legal services, a caller to 211 is provided resource options to assist. During times of disaster, 211 becomes the trusted disaster information line, providing needed information on resources such as shelters, evacuation routes and recovery services. Veterans and their families are assisted through the 211 Mission United Program linking them to information and services designated for Veterans and active military members. United Way 211 is available 24 hours a day, 7 days a week by dialing 211 or 239-433-3900.

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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 $26,386,990
Program Service Revenue $0
Investment Income $415,354
Other Revenue $196,833
TOTAL REVENUE $26,999,177

Expense Breakdown

Grants Paid $21,725,979
Salaries & Benefits $5,504,905
Fundraising Expenses $762,256
Program Expenses $27,197,811
Other Expenses $1,568,042
TOTAL EXPENSES $28,798,926

Year-over-Year Comparison

2024 2023 Change
Revenue $26,999,177 $45,642,872 -0.4%
Expenses $28,798,926 $41,642,333 -0.3%
Net Income $-1,799,749 $4,000,539 -1.4%
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
65
Independent Members
64
Employees
100
Volunteers
6576

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
$410,366
Total Directors
68
$0
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Agollari Julian Board Member 1.00
Director
$0 $0 $0
Anderson Kevin Board Member 1.00
Director
$0 $0 $0
Bell Patricia J Board Member 1.00
Director
$0 $0 $0
Bernier Christopher S Board Member 1.00
Director
$0 $0 $0
Beville Robert Immediate Past Chair 1.00
Officer Director
$0 $0 $0
Branning R Noelle Board Chair 1.00
Officer Director
$0 $0 $0
Brooks Gary Board Member 1.00
Director
$0 $0 $0
Bryant Gary Board Member 1.00
Director
$0 $0 $0
Carfore Cindy S Board Member 1.00
Director
$0 $0 $0
Chlumsky Nick Board Member 1.00
Director
$0 $0 $0
Clinger John Board Member 1.00
Director
$0 $0 $0
Collins Michael Board Member 1.00
Director
$0 $0 $0
Fry David L Board Member 1.00
Director
$0 $0 $0
Goss Chauncey P Board Member 1.00
Director
$0 $0 $0
Griffin Gary H Board Member 1.00
Director
$0 $0 $0
Hansen Chris Board Member 1.00
Director
$0 $0 $0
Hartman Barbara Board Member 1.00
Director
$0 $0 $0
Hawkins Cynthia M Treasurer 1.00
Officer Director
$0 $0 $0
Hendry Beth Board Member 1.00
Director
$0 $0 $0
Herzog Wane Board Member 1.00
Director
$0 $0 $0
Hudson Michelle Board Member 1.00
Director
$0 $0 $0
Humphreys Matthew Board Chair 1.00
Officer Director
$0 $0 $0
Idelson Charles Board Member 1.00
Director
$0 $0 $0
Jackson Sally Board Member 1.00
Director
$0 $0 $0
Johnson Calli Board Member 1.00
Director
$0 $0 $0
Joyce John Board Member 1.00
Director
$0 $0 $0
Karnes Kevin Board Member 1.00
Director
$0 $0 $0
Kershaw Andrea Board Member 1.00
Director
$0 $0 $0
Klein David Board Member 1.00
Director
$0 $0 $0
Lapi Tony Board Member 1.00
Director
$0 $0 $0
Lucas Brian Board Member 1.00
Director
$0 $0 $0
Lucas David Board Member 1.00
Director
$0 $0 $0
Makurat Paul Board Member 1.00
Director
$0 $0 $0
Martus Stephen Board Member 1.00
Director
$0 $0 $0
Matter Gary Board Member 1.00
Director
$0 $0 $0
McMillion Tracy Board Member 1.00
Director
$0 $0 $0
Miller Charlotte Board Member 1.00
Director
$0 $0 $0
Moreland Victoria Board Member 1.00
Director
$0 $0 $0
Motzer Bill Board Member 1.00
Director
$0 $0 $0
Mullinax Landon Board Member 1.00
Director
$0 $0 $0
Mundy Barbara Board Member 1.00
Director
$0 $0 $0
Nelson Stan Board Member 1.00
Director
$0 $0 $0
Nygaard Scott Board Member 1.00
Director
$0 $0 $0
O'Berski Dan Board Member 1.00
Director
$0 $0 $0
O'Donnell Patricia Board Member 1.00
Director
$0 $0 $0
Oliver David Board Member 1.00
Director
$0 $0 $0
Parrish Harlan C Board Member 1.00
Director
$0 $0 $0
Phillips April Board Member 1.00
Director
$0 $0 $0
Pogar Janet Board Member 1.00
Director
$0 $0 $0
Pontius Steve Board Member 1.00
Director
$0 $0 $0
Prather Will Board Member 1.00
Director
$0 $0 $0
Rivera Peter Board Member 1.00
Director
$0 $0 $0
Rodriguez Victoria Assistant Treasurer 1.00
Officer Director
$0 $0 $0
Rogers Carolyn Board Member 1.00
Director
$0 $0 $0
Ryan Karen L Board Member 1.00
Director
$0 $0 $0
Santos Jay Board Member 1.00
Director
$0 $0 $0
Shearman Robert C Board Member 1.00
Director
$0 $0 $0
Simmering Bryan Board Member 1.00
Director
$0 $0 $0
Snell Mary Secretary 1.00
Officer Director
$0 $0 $0
Streger John Board Member 1.00
Director
$0 $0 $0
Todd Ted Board Member 1.00
Director
$0 $0 $0
Uhler Tom Board Member 1.00
Director
$0 $0 $0
Vertich Corey Board Member 1.00
Director
$0 $0 $0
Wallace Darren Board Member 1.00
Director
$0 $0 $0
White Scott Board Member 1.00
Director
$0 $0 $0
Wilks Earnest J Board Member 1.00
Director
$0 $0 $0
Williams Christy Board Member 1.00
Director
$0 $0 $0
Zwack Matthew Board Member 1.00
Director
$0 $0 $0
Joy Jeannine President/Chief Executive Officer 60.00
Officer
$228,274 $40,362 $268,636
Hidalgo Michelle Chief Financial Officer 55.00
Officer
$126,967 $14,763 $141,730
Pelle Hannah Chief Operating Officer 55.00
Highest
$132,196 $15,221 $147,417
Boyd Connie Chief HR and Facilities Officer 55.00
Highest
$103,132 $4,965 $108,097
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 $26,999,177 $28,798,926 $14,868,316 $-1,799,749
2023 $45,642,872 $41,642,333 $22,123,032 $4,000,539
2022 $30,046,968 $27,786,388 $15,954,492 $2,260,580
2021 $16,905,483 $15,908,869 $10,857,756 $996,614
2020 $16,457,149 $17,256,166 $11,455,934 $-799,017
2019 $14,104,612 $14,134,932 $11,171,775 $-30,320
2018 $12,286,876 $12,593,401 $10,800,677 $-306,525
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