Nonprofit · EIN 59-1143758
UNITED WAY OF LAKE AND SUMTER COUNTIES INC
Tax-exempt · LEESBURG, FL 34788
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,349,170 | $1,693,889 | -$344,719 | $2,303,814 | $320,311 | $1,983,503 |
| December 31, 2023 | 990 | $1,201,888 | $1,477,729 | -$275,841 | $2,621,892 | $326,232 | $2,295,660 |
| December 31, 2022 | 990 | $2,787,310 | $3,145,642 | -$358,332 | $2,957,717 | $386,216 | $2,571,501 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,304,893
- of which government grants
- $120,015
- Program service revenue
- $0
- Investment income
- $44,277
- Net gain from sales of assets
- $7,589
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $192,481
- Salaries, compensation and benefits (total)
- $775,946
- Professional fundraising fees
- $0
- Accounting fees
- $14,500
- Occupancy
- $14,793
- Travel
- $17,078
- Depreciation
- $23,380
- Program services (functional)
- $1,312,966
- Management and general (functional)
- $164,591
- Fundraising (functional)
- $216,332
Balance sheet and other
- Total assets, start of year
- $2,621,892
- Total assets, end of year
- $2,303,814
- Total liabilities, end of year
- $320,311
- Net assets, end of year
- $1,983,503
- Land, buildings and equipment
- $419,581
- Publicly traded securities
- $691,788
- Net assets without donor restrictions
- $1,469,307
- Net assets with donor restrictions
- $514,196
- Gross receipts
- $1,380,081
- Employees
- 10
- Volunteers
- 300
- Year formed
- 1966
- 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 |
|---|---|---|---|
| Jessica Davis | CEO Key employee | 40 | $129,468 |
| Mila Ernest | Board Chair Trustee or director, Officer | 5 | $0 |
| Carly Mullins | Vice Chair Trustee or director, Officer | 3 | $0 |
| John Scandura | Treasurer Trustee or director, Officer | 3 | $0 |
| Lisa Laboo | Vice Chair Trustee or director, Officer | 3 | $0 |
| Amanda Hansen | Director Trustee or director | 3 | $0 |
| Carol Lykkebak | Director Trustee or director | 2 | $0 |
| Darryl Owens | Director Trustee or director | 2 | $0 |
| Gustavo Henriquez | Director Trustee or director | 2 | $0 |
| Sherese McGriff | Director Trustee or director | 2 | $0 |
| Danielle North | Director Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jessica Davis | CEO Key employee | 40 | $86,754 |
| Laura Boryd | Board Chair Trustee or director, Officer | 5 | $0 |
| Micheal Herrera | Past Chair Trustee or director, Officer | 3 | $0 |
| Gene Kanikovsky | Treasurer Trustee or director, Officer | 3 | $0 |
| Karen Hogans | Secretary Trustee or director, Officer | 3 | $0 |
| Emily Madak | Director Trustee or director | 3 | $0 |
| Laura Senzamici | Director Trustee or director, Officer | 3 | $0 |
| Beth Thompson | Director Trustee or director | 2 | $0 |
| BE Thompson | Director Trustee or director | 2 | $0 |
| Connie Mahan | Director Trustee or director | 2 | $0 |
| Gary Search | Director Trustee or director | 2 | $0 |
| Moraima Menendez | Director Trustee or director | 2 | $0 |
| Justin Horton | Director Trustee or director | 2 | $0 |
| Ken Gates | Director Trustee or director | 2 | $0 |
990 for the year ended December 31, 2022: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Monica Wofford | CEO Key employee | 40 | $98,589 |
| Laura Boryd | Board Chair Trustee or director, Officer | 5 | $0 |
| Micheal Herrera | Past Chair Trustee or director, Officer | 3 | $0 |
| Gene Kanikovsky | Treasurer Trustee or director, Officer | 3 | $0 |
| Karen Hogans | Secretary Trustee or director, Officer | 3 | $0 |
| Laura Senzamici | Director Trustee or director, Officer | 3 | $0 |
| Emily Madak | Director Trustee or director | 3 | $0 |
| Beth Thompson | Director Trustee or director | 2 | $0 |
| BE Thompson | Director Trustee or director | 2 | $0 |
| Connie Mahan | Director Trustee or director | 2 | $0 |
| Laura Hargrove | Director Trustee or director | 2 | $0 |
| Heath Nailos | Director Trustee or director | 2 | $0 |
| Ken Gates | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 32644 BLOSSOM LN, LEESBURG, FL 34788-3928
- Principal officer (990 for 2024)
- Mila Ernest, 32644 Blossom Lane, Leesburg, FL 34788
- Signed the 990
- Mila Ernest, Director
- Phone
- (352) 787-7530
- Website
- www.uwls.org
- Return prepared by
- DAY & DAY PA
Mission
UWLS mission is to improve the quality of life in Lake and Sumter counties by improving education, increasing financial stability and improving the health of our neighbors.
Program accomplishments
- United Way of Lake and Sumter Counties focuses on the areas of education, income and health. UWLS funds programs that concentrate on school readiness, early grade literacy, graduation for all and parent training/education. UWLS also invests in programs that provide support for financial stability. These programs help adults improve their education level and create a more financially secure future. A third area of concentation is health. UWLS supports programs that improve and promote a healthier lifestyle, providing accesss to health services and nutrition resources to support opportunities for a healthy lifestyle. They also support access to healthcare and preventative care.Expenses $993,362
- United Way of Lake and Sumter Counties, Inc. also provides financial assistance for rent and utilities to individuals who have been impacted by economic hardships.Expenses $319,604
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
- 59-1143758
- 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
- 1967
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $2,303,814
- Income (IRS master file)
- $1,380,081
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,349,170 | $1,693,889 | $2,303,814 | XML |
| 990 | December 2023 | $1,201,888 | $1,477,729 | $2,621,892 | XML |
| 990 | December 2022 | $2,787,310 | $3,145,642 | $2,957,717 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | June 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 59-1143758).
Questions about UNITED WAY OF LAKE AND SUMTER COUNTIES INC
- What is the EIN of UNITED WAY OF LAKE AND SUMTER COUNTIES INC?
- The employer identification number (EIN) of UNITED WAY OF LAKE AND SUMTER COUNTIES INC is 59-1143758.
- Is UNITED WAY OF LAKE AND SUMTER COUNTIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to UNITED WAY OF LAKE AND SUMTER COUNTIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF LAKE AND SUMTER COUNTIES 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 LAKE AND SUMTER COUNTIES 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 LAKE AND SUMTER COUNTIES 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 LAKE AND SUMTER COUNTIES INC?
- The 990 for the year ended December 31, 2024 names Mila Ernest.
- Who are the officers and directors of UNITED WAY OF LAKE AND SUMTER COUNTIES INC?
- The 990 for the year ended December 31, 2024 lists 11 people; 1 received compensation from the organization, the highest $129,468 (Jessica Davis, CEO).
- How much revenue does UNITED WAY OF LAKE AND SUMTER COUNTIES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,349,170, expenses of $1,693,889 and total assets of $2,303,814 at year end.
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