UNITED WAY OF LAKE AND SUMTER COUNTIES INC

LEESBURG, FL, 34788-3928 (352) 787-7530 Est. 1966 EIN 59-1143758
T70 - Federated Giving Programs 990 - Public charity return 501(c)(3)
www.uwls.org

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.

Giving Portfolio

Total Grants
82
Total Giving
$868K
Recipients
81
Years Active
2017 - 2024
Avg grant: $10,058 Median: $10,000

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
202412$90K $8K012
202313$100K $8K013
202217$184K $11K611
202015$168K $11K510
201725$326K $13K240

Sectors Funded

Human Services
22
Education
19
Housing & Shelter
6
Religion-Related
5
Health Care
5
Crime & Legal-Related
5
Youth Development
4
Food, Agriculture & Nutrition
1
and 2 more sectors

Top States

Florida
82

Grantee Size Profile

$10M - $50M
15
$100K - $500K
14
$1M - $5M
12
$5M - $10M
11
$500K - $1M
10
Under $100K
8
Over $50M
3

Top Grantees

Page 1 of 3

Grants Awarded · 79 grants

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Financials

Total Revenue
$1,349,170
Total Expenses
$1,693,889
Net Assets
$1,983,503
10 employees 300 volunteers
From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve
14.1 months Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↑ 12.3%
Expenses ↑ 14.6%
Revenue Sources
Contributions 96.7% Investment 3.3%
Expense Breakdown
Program 77.5% Management 9.7% Fundraising 12.8%

Officers & Trustees (11)

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Filing History (5 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Jan 1, 2024 to Dec 31, 2024
$1,349,170 ↑$1,693,889$1,983,503
2023 990 - Public charity return
Jan 1, 2023 to Dec 31, 2023
$1,201,888 ↓$1,477,729$2,295,660
2022 990 - Public charity return
Jan 1, 2022 to Dec 31, 2022
$2,787,310 ↓$3,145,642$2,571,501
2020 990 - Public charity return
Jan 1, 2020 to Dec 31, 2020
$3,204,770 ↑$3,134,267$2,464,435
2017 990 - Public charity return
Jul 1, 2017 to Jun 30, 2018
$1,512,954 $1,544,026$2,334,655

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EIN: 59-1143758 · Source: IRS Form 990 e-file data