United Way of Lee County Inc
Public records raise at least one point you should look into before giving.
What it says it does
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
- Income
- $500,706
- Spending
- $517,369
- Spent on programs
- 82%
- Reserves
- 7.4 months of spending
- Largest source of income
- donations and private grants, 95%
- Employees
- 3
- Volunteers
- 150
- Highest pay
- $49,000, executive director
Source: Form 990 for the year ending March 31, 2023, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Good: 71 out of 100. Higher than 45% of charities in its peer group (human services, $250k to $1m).
Reserves
28 of 35Spendable reserves would cover 7.4 months of spending.
Debt
5 of 20It owes 53% of what it owns.
Living within its means
8 of 15Spending exceeded income by 3% of income.
Income trend
15 of 15Income rose 47% on the year before.
Spending floor
15 of 1582% of spending went to programs and raising each dollar of donations cost 3 cents.
Source: Form 990 for the year ending March 31, 2023, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 90 out of 100. Higher than 76% of charities in its peer group (human services, $250k to $1m).
Independent board
25 of 2517 of 17 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 March 31, 2023, 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 (2)
- $412,265 spent. RAISED FUNDS AND GAVE BACK TO OTHER LOCAL NONPROFIT ORGANIZATIONS AS PURSUANT TO THE ORGANIZATION'S MISSION STATEMENT.
- $11,025 spent. SERVING UP SUMMER LUNCH PROGRAM - PROGRAM THAT PROVIDES LUNCHES TOCHILDREN THAT FOLLOW NUTRITIONAL GUIDELINES OF THE USDA.
Source: Form 990 for the year ending March 31, 2023, 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? Caution.
Most recent return on file covers the year ending March 2023. Organizations that miss three years of returns lose their exemption.
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 July 2017.
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.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.