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← UNITED WAY OF LEE COUNTY INC

Form 990 for tax year 2022

Filed by UNITED WAY OF LEE COUNTY INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 13 November 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$476,321 changed to $500,706
Total expenses
$187,776 changed to $517,369
Contributions and grants received
$458,949 changed to $483,334
Grants paid
$57,750 changed to $394,417
Total assets, end of year
$651,040 changed to $675,832
Total liabilities, end of year
$25,430 changed to $355,430
Net assets or fund balances, end of year
$625,610 changed to $320,402
Program services expenses
$93,290 changed to $423,290
Management and general expenses
$77,971 changed to $77,564
Program service expenses (Part III)
$93,290 changed to $423,290

Totals

Total revenue
$476,321
Total expenses
$187,776
Contributions and grants received
$458,949
Grants paid
$57,750
Program service revenue
$8,845
Investment income
$1,561
Other revenue
$6,966
Total assets, end of year
$651,040
Total liabilities, end of year
$25,430
Net assets or fund balances, end of year
$625,610
Program services expenses (Part IX)
$93,290
Management and general expenses
$77,971
Fundraising expenses
$16,515
Program service expenses (Part III)
$93,290

Program services were 49.7% 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.

  • 1e · Government grants (contributions)

    $10,000

  • 1f · All other contributions, gifts and grants

    $448,949

  • 2a · Program service revenue: SERVING UP SUMMER LUNC

    total $7,478 · related or exempt $7,478

  • 2b · Program service revenue: PROGRAM T-SHIRT SALES

    total $868 · related or exempt $868

  • 2c · Program service revenue: YES YOU CAN RECYCLING

    total $481 · related or exempt $481

  • 2d · Program service revenue: UWLC EMERGING LEADERS

    total $18 · related or exempt $18

  • 3 · Investment income

    total $1,561 · excluded $1,561

  • 8a · Fundraising events: gross income

    $11,002

  • 8b · Fundraising events: direct expenses

    $4,036

  • 8c · Net income from fundraising events

    total $6,966 · excluded $6,966

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $57,750 · program services $57,750

  • 5 · Compensation of officers, directors and key employees

    total $49,000 · program services $9,800 · management and general $29,400 · fundraising $9,800

  • 7 · Other salaries and wages

    total $10,328 · program services $2,066 · management and general $6,196 · fundraising $2,066

  • 10 · Payroll taxes

    total $4,539 · program services $908 · management and general $2,723 · fundraising $908

  • 11c · Fees: accounting

    total $16,521 · management and general $16,521

  • 12 · Advertising and promotion

    total $1,695 · management and general $225 · fundraising $1,470

  • 13 · Office expenses

    total $8,417 · management and general $8,417

  • 16 · Occupancy

    total $2,700 · management and general $2,700

  • 19 · Conferences, conventions and meetings

    total $4,479 · management and general $4,479

  • 22 · Depreciation, depletion and amortization

    total $932 · management and general $932

  • 23 · Insurance

    total $2,273 · management and general $2,273

  • 24a · Other expenses: SERVING UP SUMMER PROGR

    total $11,025 · program services $11,025

  • 24b · Other expenses: SUPPLIES AND PROMO ITEM

    total $8,938 · program services $6,667 · fundraising $2,271

  • 24c · Other expenses: UNITED WAY 2-1-1 FEES

    total $4,200 · program services $4,200

  • 24d · Other expenses: DUES

    total $2,150 · management and general $2,150

  • 24e · All other expenses

    total $2,829 · program services $874 · management and general $1,955

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $279,921 · end of year $351,801

  • 2 · Savings and temporary cash investments

    beginning of year $217,223 · end of year $218,784

  • 3 · Pledges and grants receivable

    beginning of year $93,394 · end of year $79,081

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,219 · end of year $1,052

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

    $5,055

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

    $4,733

  • 10c · Land, buildings and equipment, net

    beginning of year $1,254 · end of year $322

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,008 · end of year $24,430

  • 18 · Grants payable

    beginning of year $254,938 · end of year $1,000

  • 27 · Net assets without donor restrictions

    beginning of year $337,065 · end of year $625,610

Mission and programs · 2022

Mission

TO OPTIMIZE COLLECTIVE RESOURCES SUPPORTING HUMAN SERVICE PROGRAMS -FOCUSING ON EDUCATION, HEALTH, FINANCIAL STABILITY, AND BASIC NEEDS -THAT IMPROVE THE QUALITY OF LIFE IN LEE COUNTY

Activities or mission (Part I)

SOLICITATING PUBLIC DONATIONS TO ASSIST WITH FUNDING OTHER CHARITABLE AND COMMUNITY ORGANIZATIONS

  • RAISED FUNDS AND GAVE BACK TO OTHER LOCAL NONPROFIT ORGANIZATIONS AS PURSUANT TO THE ORGANIZATION'S MISSION STATEMENT.

    Expenses $82,265 · Grants $57,750 · Revenue $1,367

  • SERVING UP SUMMER LUNCH PROGRAM - PROGRAM THAT PROVIDES LUNCHES TOCHILDREN THAT FOLLOW NUTRITIONAL GUIDELINES OF THE USDA.

    Expenses $11,025 · Revenue $7,478

As filed on the 2022 return.

Listed in Part VII

  • Jennifer Heintzelman

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Andrea Cook

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Mike Smith

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Ashley Richter

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Samantha Ciaccio

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ashley Como

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jamie Curia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Darla Foulker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Glenn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Julie Helfrich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Lang

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kristina McWethy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lauren Mills

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sarah Partington

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lynn Roe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peter Shaw

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Heather Tinsman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amanda Wike Resigned 52023

    EXECUTIVE DIRECTOR

    Total calculated
    $49,000
    From this org
    $49,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Dianne Frye Termed 32023

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jessica Maytermed 32023

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Deb Trancoso Termed 32023

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

Provenance

Return type
form_990
Tax year
2022
Filed
29 May 2024
IRS schema version
2022v5.0
Source object
202411509349300141

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