UNITED WAY OF LEE COUNTY INC

FORT MYERS, FL, 33908-2604 (239) 433-2000 Est. 1957 EIN 59-1005169
T70 - Federated Giving Programs 990 - Public charity return 501(c)(3)
www.unitedwaylee.org

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.

Giving Portfolio

Total Grants
751
Total Giving
$98.5M
Recipients
702
Years Active
2018 - 2024
Avg grant: $125,837 Median: $51,965

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
2024146$21.2M $145K19104
2023123$24.5M $199K1895
2022109$19.1M $175K2678
202198$10.8M $110K1778
2020100$7.6M $76K1183
201983$7.4M $90K379
201892$7.9M $85K910

Sectors Funded

Human Services
205
Health Care
44
Mental Health & Crisis Intervention
40
Youth Development
35
Philanthropy & Grantmaking
32
Diseases & Disorders
31
Housing & Shelter
25
Community Improvement
23
and 11 more sectors

Top States

Florida
731
Virginia
4
Tennessee
4
Illinois
3
Georgia
2
California
2
Michigan
2
Texas
1
and 2 more states

Grantee Size Profile

$1M - $5M
148
$10M - $50M
109
$500K - $1M
108
Over $50M
95
$100K - $500K
83
$5M - $10M
68
Under $100K
20

Top Grantees

Page 1 of 3
$5.6M
$5.3M
FL - 7 grants
$2.7M
VA - 3 grants
$2.2M
FL - 7 grants
$2.0M
School Resource Center
FL
$1.8M
$1.7M
$1.6M

Grants Awarded · 675 grants

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Financials

Total Revenue
$26,999,177
Total Expenses
$28,798,926
Net Assets
$12,073,209
100 employees 6,576 volunteers
From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve
5.0 months Adequate
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 40.8%
Expenses ↓ 30.8%
Revenue Sources
Contributions 97.7% Investment 1.5% Other 1.0%
Expense Breakdown
Program 94.4% Management 2.9% Fundraising 2.6%

Officers & Trustees (72)

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Filing History (7 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Jan 1, 2024 to Dec 31, 2024
$26,999,177 ↓$28,798,926$12,073,209
2023 990 - Public charity return
Jan 1, 2023 to Dec 31, 2023
$45,642,872 ↑$41,642,333$14,426,835
2022 990 - Public charity return
Jan 1, 2022 to Dec 31, 2022
$30,046,968 ↑$27,786,388$11,099,831
2021 990 - Public charity return
Jan 1, 2021 to Dec 31, 2021
$16,905,483 ↑$15,908,869$10,136,682
2020 990 - Public charity return
Jan 1, 2020 to Dec 31, 2020
$16,457,149 ↑$17,256,166$10,242,888
2019 990 - Public charity return
Jan 1, 2019 to Dec 31, 2019
$14,104,612 ↑$14,134,932$10,772,142
2018 990 - Public charity return
Jan 1, 2018 to Dec 31, 2018
$12,286,876 $12,593,401$10,439,593

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EIN: 59-1005169 · Source: IRS Form 990 e-file data