The United Way of Lee County Inc (EIN 591005169) - 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

1957

Legal Domicile

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

We are the United Way agency for Lee, Hendry, and Glades Counties.

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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 (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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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

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

$410,366

Total Directors

Key Employees

Highest Compensated

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

The United Way of Lee County Inc