THE UNITED WAY OF LEE COUNTY INC Charity Report

Public IRS 990 nonprofit record

THE UNITED WAY OF LEE COUNTY INC

EIN 59-1005169 · Federated Giving Programs (T70)

What they do

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 Peoples Lives.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $94.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders72 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

100.74%of revenue went to mission work94.4% of expenses · Program services

2.82%of revenue went to fundraising2.6% of expenses

$106.67spent for every $100 of revenueSpending was higher than revenue this year.

3.11%of revenue went to management and office costs2.9% of expenses

$0.52in assets for every $1 spent this yearSome assets cannot be spent right away.

97.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $1,799,749 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $268,636 for JOY JEANNINE (PRESIDENT/CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$26,999,177

Mission workProgram services$27,197,811100.74% of revenue94.4% of expenses

ManagementOffice and general costs$838,8593.11% of revenue2.9% of expenses

FundraisingAsking for donations$762,2562.82% of revenue2.6% of expenses

Total expenses$28,798,926106.67% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 94.4% mission · 2.9% management · 2.6% fundraisingTotal expenses: 106.67% of revenue

2023Expense mix: 96.4% mission · 2.0% management · 1.6% fundraisingTotal expenses: 91.24% of revenue

2022Expense mix: 95.5% mission · 3.1% management · 1.4% fundraisingTotal expenses: 92.48% of revenue

2021Expense mix: 91.7% mission · 3.7% management · 4.6% fundraisingTotal expenses: 94.10% of revenue

2020Expense mix: 94.4% mission · 1.7% management · 3.9% fundraisingTotal expenses: 104.86% of revenue

2019Expense mix: 92.3% mission · 2.3% management · 5.5% fundraisingTotal expenses: 100.21% of revenue

2018Expense mix: 92.3% mission · 2.4% management · 5.3% fundraisingTotal expenses: 102.49% of revenue

2017Expense mix: 92.2% mission · 2.4% management · 5.4% fundraisingTotal expenses: 97.74% of revenue

Money in and money out

Revenue$26,999,177

Expenses$28,798,926

Annual shortfall $1,799,749 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$27,197,811 · 94.4% of expenses

Management and office costs$838,859 · 2.9% of expenses

Fundraising$762,256 · 2.6% of expenses

See all reported dollar amounts

Revenue$26,999,177

Expenses$28,798,926

Assets$14,868,316

Income$27,691,642

Contributions$26,386,990

Mission work (program services)$27,197,811

Fundraising$762,256

Grants given$110,113,575

Average grant$116,769

Management and general$838,859

Stocks and bonds$2,199,319

Accounting fees$16,548

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JOY JEANNINEPRESIDENT/CHIEF EXECUTIVE OFFICER · 60 hrs/week $268,636Base $228,274 · Other $40,362

PELLE HANNAHCHIEF OPERATING OFFICER · 55 hrs/week $147,417Base $132,196 · Other $15,221

HIDALGO MICHELLECHIEF FINANCIAL OFFICER · 55 hrs/week $141,730Base $126,967 · Other $14,763

BOYD CONNIECHIEF HR AND FACILITIES OFFICER · 55 hrs/week $108,097Base $103,132 · Other $4,965

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (72)

JOY JEANNINEPRESIDENT/CHIEF EXECUTIVE OFFICER

PELLE HANNAHCHIEF OPERATING OFFICER

HIDALGO MICHELLECHIEF FINANCIAL OFFICER

BOYD CONNIECHIEF HR AND FACILITIES OFFICER

OBERSKI DANBOARD MEMBER

PONTIUS STEVEBOARD MEMBER

POGAR JANETBOARD MEMBER

PHILLIPS APRILBOARD MEMBER

PARRISH HARLAN CBOARD MEMBER

OLIVER DAVIDBOARD MEMBER

ODONNELL PATRICIABOARD MEMBER

PRATHER WILLBOARD MEMBER

NYGAARD SCOTTBOARD MEMBER

NELSON STANBOARD MEMBER

MUNDY BARBARABOARD MEMBER

MULLINAX LANDONBOARD MEMBER

MOTZER BILLBOARD MEMBER

MORELAND VICTORIABOARD MEMBER

MILLER CHARLOTTEBOARD MEMBER

MCMILLION TRACYBOARD MEMBER

STREGER JOHNBOARD MEMBER

ZWACK MATTHEWBOARD MEMBER

WILLIAMS CHRISTYBOARD MEMBER

WILKS EARNEST JBOARD MEMBER

WHITE SCOTTBOARD MEMBER

WALLACE DARRENBOARD MEMBER

VERTICH COREYBOARD MEMBER

UHLER TOMBOARD MEMBER

TODD TEDBOARD MEMBER

MARTUS STEPHENBOARD MEMBER

SNELL MARYSECRETARY

SIMMERING BRYANBOARD MEMBER

SHEARMAN ROBERT CBOARD MEMBER

SANTOS JAYBOARD MEMBER

RYAN KAREN LBOARD MEMBER

ROGERS CAROLYNBOARD MEMBER

RODRIGUEZ VICTORIAASSISTANT TREASURER

RIVERA PETERBOARD MEMBER

CARFORE CINDY SBOARD MEMBER

HARTMAN BARBARABOARD MEMBER

HANSEN CHRISBOARD MEMBER

GRIFFIN GARY HBOARD MEMBER

GOSS CHAUNCEY PBOARD MEMBER

FRY DAVID LBOARD MEMBER

COLLINS MICHAELBOARD MEMBER

CLINGER JOHNBOARD MEMBER

CHLUMSKY NICKBOARD MEMBER

HAWKINS CYNTHIA MTREASURER

BRYANT GARYBOARD MEMBER

BROOKS GARYBOARD MEMBER

BRANNING R NOELLEBOARD CHAIR

BEVILLE ROBERTIMMEDIATE PAST CHAIR

BERNIER CHRISTOPHER SBOARD MEMBER

BELL PATRICIA JBOARD MEMBER

ANDERSON KEVINBOARD MEMBER

JOYCE JOHNBOARD MEMBER

AGOLLARI JULIANBOARD MEMBER

MAKURAT PAULBOARD MEMBER

LUCAS DAVIDBOARD MEMBER

LUCAS BRIANBOARD MEMBER

LAPI TONYBOARD MEMBER

KLEIN DAVIDBOARD MEMBER

KERSHAW ANDREABOARD MEMBER

KARNES KEVINBOARD MEMBER

MATTER GARYBOARD MEMBER

JOHNSON CALLIBOARD MEMBER

JACKSON SALLYBOARD MEMBER

IDELSON CHARLESBOARD MEMBER

HUMPHREYS MATTHEWBOARD CHAIR

HUDSON MICHELLEBOARD MEMBER

HERZOG WANEBOARD MEMBER

HENDRY BETHBOARD MEMBER

About this charity

Recognized since: January 1964
Location: 7273 CONCOURSE DR, FORT MYERS, FL 33908-2604
County: Lee
In care of: Jeannine Joy
Primary officer: Jeannine Joy, President and CEO

How to reach them

WebsiteVisit the charity’s website Phone(239) 433-2000

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Federated Giving Programs (T70)
IRS tax category: Federated Giving Programs
Grant-giving organization: Yes