United Way of Lee County Inc
Public records show a registered, tax-exempt organization in good standing.
What it says it does
THE MISSION OF THE UNITED WAY OF LEE COUNTY, INC. IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER. ONE OF THE WAYS THAT WE DO THIS IN OUR COMMUNITY IS BY GENERATING AND APPLYING THE NECESSARY RESOURSES TO MEET THE NEEDS OF THE COMMUNITY, RECOGNIZING THAT MEETING BASIC HUMAN NEEDS SHOULD BE THE OVERRIDING CONSIDERATION IN ALL DECISIONS.
- Income
- $803,752
- Spending
- $866,355
- Spent on programs
- 84%
- Reserves
- 24.1 months of spending
- Largest source of income
- donations and private grants, 99%
- Employees
- 6
- Volunteers
- 502
- Highest pay
- $79,303, executive director
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Good: 79 out of 100.
Reserves
35 of 35Spendable reserves would cover 24.1 months of spending.
Debt
20 of 20It owes 0% of what it owns.
Living within its means
4 of 15Spending exceeded income by 8% of income.
Income trend
5 of 15Income fell 21% on the year before.
Spending floor
15 of 1584% of spending went to programs and raising each dollar of donations cost 10 cents.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 90 out of 100.
Independent board
25 of 2523 of 23 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
0 of 10Did not give the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (3)
- $205,352 spent. HEALTH & EDUCATION: THE UNITED WAY OF LEE COUNTY IS COMMITTED TO CREATING LASTING CHANGE - FROM ENDING ILLITERACY TO GIVING EVERY CHILD A HEALTHY CHANCE. OUR SCHOOL DENTAL PROGRAM PROVIDED NEEDY SCHOOL AGE CHILDREN WITH NECESSARY DENTAL CARE TO INCREASE THEIR DENTAL HEALTH AND ENSURE MINIMAL DAYS MISSED DUE TO DENTAL PROBLEMS. OUR ADULT LITERACY PROGRAM ASSISTED INDIVIDUALS WITH BASIC READING AND MATH SKILLS. THIS IMPACTS NOT ONLY THE LEARNING ADULTS BUT ALSO THEIR FAMILIES BY STRENGTHENING THEIR ABILITY TO INCREASE INCOME AND FURTHER THE LEARNING OF THEIR CHILDREN. OUR NON-PROFIT CHILDCARE CENTERS PROVIDE A QUALITY LEARNING ENVIRONMENT TO CHILDREN FROM LOW-INCOME WORKING FAMILIES. THE CHILDREN ARE PROVIDED WITH THE LEARNING AND SOCIALIZATION SKILLS NECESSARY FOR SUCCESSFUL TRANSITION TO SCHOOL AND LIFE.
- $7,047 spent. EMERGENCY AID: THE MISSION OF THE EMERGENCY AID FUND IS TO ASSIST INDIVIDUALS IN TIME OF NEED WITH EMERGENCY ASSISTANCE IN THE AREAS OF FOOD, SHELTER, MEDICINE, DOCTOR VISITS, AND TRANSPORTION. ADDITIONAL CRISIS SERVICES TO FAMILIES INCLUDES DISASTER PREPAREDNESS AND VICTIM SERVICES.
- $8,916 spent. STRENGTHENING FAMILIES AND COMMUNITY: UNITED WAY PARTICIPATES IN A STATEWIDE 2-1-1 INFORMATION AND REFERRAL INITIATIVE. THE PURPOSE OF 2-1-1 IS TO CONNECT PEOPLE IN NEED OF HEALTH AND HUMAN SERVICES WITH THE PROVIDERS OF THESE SERVICES IN THE COMMUNITY. THE UNITED WAY OF LEE COUNTY ALSO SUPPORTED PROGRAMS FOR MENTORING CHILDREN, INCREASING PARENTING SKILLS, TRAINING PROGRAMS FOR THOSE WITH DISABILITIES AND QUALITY YOUTH DEVELOPMENT PROGRAMS.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since December 1971.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.
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