Nonprofit · EIN 59-1005169
UNITED WAY OF LEE COUNTY INC
Tax-exempt · FORT MYERS, FL 33908
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $26,999,177 | $28,798,926 | -$1,799,749 | $14,868,316 | $2,795,107 | $12,073,209 |
| December 31, 2023 | 990 | $45,642,872 | $41,642,333 | $4,000,539 | $22,123,032 | $7,696,197 | $14,426,835 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $26,386,990
- of which government grants
- $4,560,528
- Program service revenue
- $0
- Investment income
- $415,354
- Net gain from sales of assets
- $337,815
- Net income from fundraising events
- $7,015
- Other revenue
- $196,833
Expenses
- Grants and similar amounts paid
- $21,725,979
- Compensation of officers, directors and key employees
- $402,626
- Other salaries and wages
- $4,073,160
- Salaries, compensation and benefits (total)
- $5,504,905
- Professional fundraising fees
- $0
- Accounting fees
- $16,548
- Occupancy
- $439,757
- Travel
- $37,887
- Depreciation
- $176,767
- Program services (functional)
- $27,197,811
- Management and general (functional)
- $838,859
- Fundraising (functional)
- $762,256
Balance sheet and other
- Total assets, start of year
- $22,123,032
- Total assets, end of year
- $14,868,316
- Total liabilities, end of year
- $2,795,107
- Net assets, end of year
- $12,073,209
- Land, buildings and equipment
- $2,164,233
- Publicly traded securities
- $2,199,319
- Net assets without donor restrictions
- $7,621,776
- Net assets with donor restrictions
- $4,451,433
- Gross receipts
- $27,691,642
- Employees
- 100
- Volunteers
- 6,576
- Year formed
- 1957
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joy Jeannine | President/Chief Executive Officer Officer | 60 | $228,274 | $40,362 |
| Pelle Hannah | Chief Operating Officer Highest-paid employee | 55 | $132,196 | $15,221 |
| Hidalgo Michelle | Chief Financial Officer Officer | 55 | $126,967 | $14,763 |
| Boyd Connie | Chief HR and Facilities Officer Highest-paid employee | 55 | $103,132 | $4,965 |
| Agollari Julian | Board Member Trustee or director | 1 | $0 | $0 |
| Anderson Kevin | Board Member Trustee or director | 1 | $0 | $0 |
| Bell Patricia J | Board Member Trustee or director | 1 | $0 | $0 |
| Bernier Christopher S | Board Member Trustee or director | 1 | $0 | $0 |
| Beville Robert | Immediate Past Chair Trustee or director, Officer | 1 | $0 | $0 |
| Branning R Noelle | Board Chair Trustee or director, Officer | 1 | $0 | $0 |
| Brooks Gary | Board Member Trustee or director | 1 | $0 | $0 |
| Bryant Gary | Board Member Trustee or director | 1 | $0 | $0 |
| Carfore Cindy S | Board Member Trustee or director | 1 | $0 | $0 |
| Chlumsky Nick | Board Member Trustee or director | 1 | $0 | $0 |
| Clinger John | Board Member Trustee or director | 1 | $0 | $0 |
57 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Collins Michael | Board Member Trustee or director | 1 | $0 |
| Fry David L | Board Member Trustee or director | 1 | $0 |
| Goss Chauncey P | Board Member Trustee or director | 1 | $0 |
| Griffin Gary H | Board Member Trustee or director | 1 | $0 |
| Hansen Chris | Board Member Trustee or director | 1 | $0 |
| Hartman Barbara | Board Member Trustee or director | 1 | $0 |
| Hawkins Cynthia M | Treasurer Trustee or director, Officer | 1 | $0 |
| Hendry Beth | Board Member Trustee or director | 1 | $0 |
| Herzog Wane | Board Member Trustee or director | 1 | $0 |
| Hudson Michelle | Board Member Trustee or director | 1 | $0 |
| Humphreys Matthew | Board Chair Trustee or director, Officer | 1 | $0 |
| Idelson Charles | Board Member Trustee or director | 1 | $0 |
| Jackson Sally | Board Member Trustee or director | 1 | $0 |
| Johnson Calli | Board Member Trustee or director | 1 | $0 |
| Joyce John | Board Member Trustee or director | 1 | $0 |
| Karnes Kevin | Board Member Trustee or director | 1 | $0 |
| Kershaw Andrea | Board Member Trustee or director | 1 | $0 |
| Klein David | Board Member Trustee or director | 1 | $0 |
| Lapi Tony | Board Member Trustee or director | 1 | $0 |
| Lucas Brian | Board Member Trustee or director | 1 | $0 |
| Lucas David | Board Member Trustee or director | 1 | $0 |
| Makurat Paul | Board Member Trustee or director | 1 | $0 |
| Martus Stephen | Board Member Trustee or director | 1 | $0 |
| Matter Gary | Board Member Trustee or director | 1 | $0 |
| McMillion Tracy | Board Member Trustee or director | 1 | $0 |
| Miller Charlotte | Board Member Trustee or director | 1 | $0 |
| Moreland Victoria | Board Member Trustee or director | 1 | $0 |
| Motzer Bill | Board Member Trustee or director | 1 | $0 |
| Mullinax Landon | Board Member Trustee or director | 1 | $0 |
| Mundy Barbara | Board Member Trustee or director | 1 | $0 |
| Nelson Stan | Board Member Trustee or director | 1 | $0 |
| Nygaard Scott | Board Member Trustee or director | 1 | $0 |
| O'Berski Dan | Board Member Trustee or director | 1 | $0 |
| O'Donnell Patricia | Board Member Trustee or director | 1 | $0 |
| Oliver David | Board Member Trustee or director | 1 | $0 |
| Parrish Harlan C | Board Member Trustee or director | 1 | $0 |
| Phillips April | Board Member Trustee or director | 1 | $0 |
| Pogar Janet | Board Member Trustee or director | 1 | $0 |
| Pontius Steve | Board Member Trustee or director | 1 | $0 |
| Prather Will | Board Member Trustee or director | 1 | $0 |
| Rivera Peter | Board Member Trustee or director | 1 | $0 |
| Rodriguez Victoria | Assistant Treasurer Trustee or director, Officer | 1 | $0 |
| Rogers Carolyn | Board Member Trustee or director | 1 | $0 |
| Ryan Karen L | Board Member Trustee or director | 1 | $0 |
| Santos Jay | Board Member Trustee or director | 1 | $0 |
| Shearman Robert C | Board Member Trustee or director | 1 | $0 |
| Simmering Bryan | Board Member Trustee or director | 1 | $0 |
| Snell Mary | Secretary Trustee or director, Officer | 1 | $0 |
| Streger John | Board Member Trustee or director | 1 | $0 |
| Todd Ted | Board Member Trustee or director | 1 | $0 |
| Uhler Tom | Board Member Trustee or director | 1 | $0 |
| Vertich Corey | Board Member Trustee or director | 1 | $0 |
| Wallace Darren | Board Member Trustee or director | 1 | $0 |
| White Scott | Board Member Trustee or director | 1 | $0 |
| Wilks Earnest J | Board Member Trustee or director | 1 | $0 |
| Williams Christy | Board Member Trustee or director | 1 | $0 |
| Zwack Matthew | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 71 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joy Jeannine | President/CEO Officer | 60 | $224,669 | $31,438 |
| Pelle Hannah | COO Highest-paid employee | 55 | $128,961 | $16,908 |
| Hidalgo Michelle | CFO Officer | 55 | $119,217 | $14,113 |
| Agollari Julian | Board Member Trustee or director | 1 | $0 | $0 |
| Anderson Kevin | Board Member Trustee or director | 1 | $0 | $0 |
| Bell Patricia J | Board Member Trustee or director | 1 | $0 | $0 |
| Bernier Christopher | Board Member Trustee or director | 1 | $0 | $0 |
| Beville Robert | Board Chair Trustee or director, Officer | 1 | $0 | $0 |
| Branning R Noelle | Board Chair Trustee or director, Officer | 1 | $0 | $0 |
| Brooks Gary | Board Member Trustee or director | 1 | $0 | $0 |
| Bryant Gary L | Board Member Trustee or director | 1 | $0 | $0 |
| Carfore Cindy S | Board Member Trustee or director | 1 | $0 | $0 |
| Carroll Mary Beth | Board Member Trustee or director | 1 | $0 | $0 |
| Chlumsky Nick | Board Member Trustee or director | 1 | $0 | $0 |
| Cisneros Molloy Cora | Board Member Trustee or director | 1 | $0 | $0 |
| Clinger John | Board Member Trustee or director | 1 | $0 | $0 |
| Collins Michael | Board Member Trustee or director | 1 | $0 | $0 |
| Desjarlais Roger J | Immediate Past Chair Trustee or director, Officer | 1 | $0 | $0 |
| Elliott Jerry | Board Member Trustee or director | 1 | $0 | $0 |
| English Katherine R | Board Member Trustee or director | 1 | $0 | $0 |
| Fry David L | Board Member Trustee or director | 1 | $0 | $0 |
| Goss Chauncey P | Board Member Trustee or director | 1 | $0 | $0 |
| Griffin Gary H | Board Member Trustee or director | 1 | $0 | $0 |
| Hansen Chris | Board Member Trustee or director | 1 | $0 | $0 |
| Hartman Barbara Jean | Board Member Trustee or director | 1 | $0 | $0 |
| Hawkins Cynthia M | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Hendry Beth | Board Member Trustee or director | 1 | $0 | $0 |
| Herzog Wane | Board Member Trustee or director | 1 | $0 | $0 |
| Hudson Michelle | Board Member Trustee or director | 1 | $0 | $0 |
| Humphreys Matthew | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Jackson Sally | Board Member Trustee or director | 1 | $0 | $0 |
| Johnson Calli | Board Member Trustee or director | 1 | $0 | $0 |
| Joyce John | Board Member Trustee or director | 1 | $0 | $0 |
| Karnes Kevin | Board Member Trustee or director | 1 | $0 | $0 |
| Kershaw Andrea | Board Member Trustee or director | 1 | $0 | $0 |
| Klein David | Board Member Trustee or director | 1 | $0 | $0 |
| Lapi Tony | Board Member Trustee or director | 1 | $0 | $0 |
| ldelson Charles | Board Member Trustee or director | 1 | $0 | $0 |
| Lucas David | Board Member Trustee or director | 1 | $0 | $0 |
| Makurat Paul | Board Member Trustee or director | 1 | $0 | $0 |
| Martus Stephen | Board Member Trustee or director | 1 | $0 | $0 |
| Matter Gary | Board Member Trustee or director | 1 | $0 | $0 |
| McMillion Tracy | Board Member Trustee or director | 1 | $0 | $0 |
| Miller Charlotte | Board Member Trustee or director | 1 | $0 | $0 |
| Moreland Victoria | Board Member Trustee or director | 1 | $0 | $0 |
| Motzer Bill | Board Member Trustee or director | 1 | $0 | $0 |
| Mullinax Landon | Board Member Trustee or director | 1 | $0 | $0 |
| Mundy Barbara | Board Member Trustee or director | 1 | $0 | $0 |
| Nelson Stan | Board Member Trustee or director | 1 | $0 | $0 |
| Nygaard Scott | Board Member Trustee or director | 1 | $0 | $0 |
| O'Berski Dan | Board Member Trustee or director | 1 | $0 | $0 |
| O'Donnell Patricia | Board Member Trustee or director | 1 | $0 | $0 |
| Oliver David | Board Member Trustee or director | 1 | $0 | $0 |
| Parrish Harlan C | Board Member Trustee or director | 1 | $0 | $0 |
| Phillips April | Board Member Trustee or director | 1 | $0 | $0 |
| Pollock John M | Board Member Trustee or director | 1 | $0 | $0 |
| Pontius Steve | Board Member Trustee or director | 1 | $0 | $0 |
| Rodriguez Victoria | Assistant Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Rogers Carolyn | Board Member Trustee or director | 1 | $0 | $0 |
| Ryan Karen L | Board Member Trustee or director | 1 | $0 | $0 |
| Shearman Robert C | Board Member Trustee or director | 1 | $0 | $0 |
| Simmering Bryan | Board Member Trustee or director | 1 | $0 | $0 |
| Snell Mary Vlasak | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| St Amand Dotty J | Board Member Trustee or director | 1 | $0 | $0 |
| Todd Ted | Board Member Trustee or director | 1 | $0 | $0 |
| Uhler Tom | Board Member Trustee or director | 1 | $0 | $0 |
| Vertich Corey | Board Member Trustee or director | 1 | $0 | $0 |
| Wallace Darren | Board Member Trustee or director | 1 | $0 | $0 |
| White A Scott | Board Member Trustee or director | 1 | $0 | $0 |
| Wilks Earnest J | Board Member Trustee or director | 1 | $0 | $0 |
| Zwack Matthew | Board Member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7273 CONCOURSE DR, FORT MYERS, FL 33908-2604
- Principal officer (990 for 2024)
- Jeannine Joy, 7273 Concourse Drive, Fort Myers, FL 33908
- Signed the 990
- Jeannine Joy, President and CEO
- Phone
- (239) 433-2000
- Website
- www.unitedwaylee.org
- Return prepared by
- CliftonLarsonAllen LLP
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 accomplishments
- 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.Expenses $20,218,577 · grants $18,201,016
- 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.Expenses $4,068,636 · grants $2,938,879
- 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.Expenses $2,132,343 · grants $586,084
- Other program services for our members in need.Expenses $778,255
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-1005169
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1964
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $14,868,316
- Income (IRS master file)
- $27,691,642
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $26,999,177 | $28,798,926 | $14,868,316 | XML |
| 990 | December 2023 | $45,642,872 | $41,642,333 | $22,123,032 | XML |
| 990 | December 2022 | $30,046,968 | $27,786,388 | $15,954,492 | IRS |
| 990 | December 2021 | $16,905,483 | $15,908,869 | $10,857,756 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-1005169).
Questions about UNITED WAY OF LEE COUNTY INC
- What is the EIN of UNITED WAY OF LEE COUNTY INC?
- The employer identification number (EIN) of UNITED WAY OF LEE COUNTY INC is 59-1005169.
- Is UNITED WAY OF LEE COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to UNITED WAY OF LEE COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF LEE COUNTY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF LEE COUNTY INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF LEE COUNTY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNITED WAY OF LEE COUNTY INC?
- The 990 for the year ended December 31, 2024 names Jeannine Joy.
- Who are the officers and directors of UNITED WAY OF LEE COUNTY INC?
- The 990 for the year ended December 31, 2024 lists 72 people; 4 received compensation from the organization, the highest $228,274 (Joy Jeannine, President/Chief Executive Officer).
- How much revenue does UNITED WAY OF LEE COUNTY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $26,999,177, expenses of $28,798,926 and total assets of $14,868,316 at year end.
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