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Nonprofiteer
← UNITED WAY OF LEE COUNTY INC

Form 990 for tax year 2024

Filed by UNITED WAY OF LEE COUNTY INC.

Totals

Total revenue
$280,593
Total expenses
$202,456
Contributions and grants received
$272,897
Grants paid
$75,992
Program service revenue
$0
Investment income
$7,696
Other revenue
$0
Total assets, end of year
$454,904
Total liabilities, end of year
$87,416
Net assets or fund balances, end of year
$367,488
Program services expenses (Part IX)
$146,947
Management and general expenses
$30,667
Fundraising expenses
$24,842
Program service expenses (Part III)
$146,947

Program services were 72.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $272,897

  • 3 · Investment income

    total $7,696 · related or exempt $7,696

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $75,992 · program services $75,992

  • 5 · Compensation of officers, directors and key employees

    total $57,644 · program services $28,822 · management and general $17,293 · fundraising $11,529

  • 8 · Pension plan contributions

    total $3,456 · program services $1,728 · management and general $1,037 · fundraising $691

  • 9 · Other employee benefits

    total $13,314 · program services $6,657 · management and general $3,994 · fundraising $2,663

  • 10 · Payroll taxes

    total $4,410 · program services $2,205 · management and general $1,323 · fundraising $882

  • 11c · Fees: accounting

    total $6,987 · program services $2,054 · management and general $4,053 · fundraising $880

  • 11g · Fees: other

    total $1,969 · program services $1,240 · management and general $197 · fundraising $532

  • 13 · Office expenses

    total $3,138 · program services $777 · management and general $125 · fundraising $2,236

  • 16 · Occupancy

    total $6,713 · program services $4,229 · management and general $671 · fundraising $1,813

  • 17 · Travel

    total $2,728 · program services $1,719 · management and general $272 · fundraising $737

  • 19 · Conferences, conventions and meetings

    total $2,245 · program services $1,414 · management and general $225 · fundraising $606

  • 21 · Payments to affiliates

    total $3,022 · program services $3,022

  • 22 · Depreciation, depletion and amortization

    total $172 · program services $108 · management and general $18 · fundraising $46

  • 23 · Insurance

    total $2,899 · program services $1,826 · management and general $290 · fundraising $783

  • 24a · Other expenses: SPECIAL PROJECTS

    total $8,739 · program services $8,739

  • 24b · Other expenses: TELEPHONE

    total $2,368 · program services $1,492 · management and general $237 · fundraising $639

  • 24c · Other expenses: PUBLICITY

    total $1,900 · program services $1,197 · management and general $190 · fundraising $513

  • 24d · Other expenses: 211 INFORMATION SERVICE

    total $1,898 · program services $1,898

  • 24e · All other expenses

    total $2,862 · program services $1,828 · management and general $742 · fundraising $292

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $317,436 · end of year $396,007

  • 3 · Pledges and grants receivable

    beginning of year $53,769 · end of year $53,769

  • 4 · Accounts receivable

    beginning of year $622

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,736 · end of year $4,785

  • 10a · Land, buildings and equipment: cost or other basis

    $2,701

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,358

  • 10c · Land, buildings and equipment, net

    beginning of year $515 · end of year $343

  • 17 · Accounts payable and accrued expenses

    beginning of year $87,727 · end of year $87,416

  • 27 · Net assets without donor restrictions

    beginning of year $287,051 · end of year $367,488

  • 28 · Net assets with donor restrictions

    beginning of year $2,300

Mission and programs · 2024

Mission

THE MISSION OF UNITED WAY IS TO INCREASE THE ORGANZIED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER.

  • THE ORGANIZATION PROMOTES HUMAN CARE SERVICES BY CONDUCTING FUNDRAISING CAMPAIGNS TO PROVIDE FUNDING FOR ITS PARTNER AGENCIES.

    Expenses $75,992 · Grants $75,992

  • THE ORGANIZATION IS INVOLVED IN COMMUNITY PROGRAMS AND INITIATIVES FOR THE RESIDENTS OF THE COMMUNITY.

    Expenses $70,955

As filed on the 2024 return.

Listed in Part VII

  • Kendra Martin

    EXECUTIVE DI

    Total calculated
    $74,414
    From this org
    $57,644
    From related orgs
    $0
    Other
    $16,770
    Hours/week
    40

  • Sandra Cox Boyd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Beth Bray

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Susan Gomez

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Courtney Holcomb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Linda Rhodes

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Miller Robins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Brandon Sampson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Davia Watson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Julie Webb

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Curt Zabel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • OTHER UNDER 5K EACH

    $27,911

  • BRICK CAPITAL CDC

    $16,770

    HUMAN SERVICE ORGANI

  • WARREN WILLIAMS SCHOOL

    $11,592

    HUMAN SERVICE ORGANI

  • DUNN UNITED MINISTERIAL ASSOCIATION

    $7,830

    HUMAN SERVICE ORGANI

  • FAMILY PROMISE OF LEE COUNTY

    $6,491

    HUMAN SERVICE ORGANI

  • THE SALVATION ARMY

    $5,398

    HUMAN SERVICE ORGANI

Provenance

Return type
form_990
Tax year
2024
Filed
1 March 2026
IRS schema version
2024v5.0
Source object
202610619349301006

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