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Florida · Nonprofit

The United Way of Lee County Inc

The United Way of Lee County Inc (Florida) receives grants from 138 organizations whose IRS filings report $18,413,758 to it, the largest being RAYMOND JAMES CHARITABLE ENDOWMENT FUND ($2,707,280). 89 of them have funded it in more than one year.

Revenue FY2024
$27M
Funders on record
138
Grants received
$18M
Net assets
$12M
89/138 repeat funderspeak grant-dependency 13%
01What it does

What The United Way of Lee County Inc does

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.

As stated on its FY2024 Form 990.

Programs

  1. Community Impact Fund:The United Way Community Impact Fund supports over 260 programs throughout a large network of social service agencies. These critical community programs address vital areas such as strengthening families, building resiliency for our most vulnerable populations, supporting youth and empowering communities.The United Way of Lee County Gifts In Kind Program: The United Way Gifts In Kind Program provides nonprofit, health and human services organizations, in Lee, Hendry, and Glades counties with access to quality in-kind goods. GIK acts as a liaison between local and national donors, and participating agencies. Continued on Schedule OThe purpose of GIK is to assist agencies in leveraging their dollars while providing donors with an outlet for distributing surplus and increasing their contribution and support of the local community. United Way and its Gifts In Kind Program is leading the Hurricane Ian Donations Committee for the Unmet Needs Long Term Recovery Group (LTRG) in Lee County, ensuring all participants with LTRG have up to date information and access to the Program for their clients and organizations. United Way Resiliency Hubs: United Way Resiliency…

    $20,218,577 spentof which $18,201,016 as grants
    74% of program spending
  2. American Rescue Plan Act (ARPA) funding was awarded through a collaboration with the Lee County Government to ensure that 59 Lee County nonprofit social service agencies maintained the organizational capacity to administer 62 projects to help mediate the negative impact of the COVID-19 pandemic. United Way was also awarded to maintain the infrastructure requisite to educate potential Sub-Awardees on the application process and functionally administer federal support to all awarded Agencies. A portion of the award received by United Way led to strengthening internal processes and operations, resulting in dramatically enhanced social service programming in Lee County with the ultimate goal of mitigating long-term COVID-19 impacts. Continued on Schedule OMore than $14 million dollars was distributed since 2022 to Lee County nonprofit agencies for programming that was directly impacted by COVID-19 such as financial health, rehousing, domestic violence counseling, direct medical/dental attention, etc. Through the administration of ARPA awards, United Way was able to support area nonprofit organizations to reach disproportionately impacted populations and focus on improved community…

    $4,068,636 spentof which $2,938,879 as grants
    15% of program spending
  3. United Way 211 is the connection for community members in need in Lee, Hendry and Glades Counties to ensure they can access information and services to remain independent and successful. Whether it be assistance with household financial needs, school uniforms for their children or access to legal services, a caller to 211 is provided resource options to assist. During times of disaster, 211 becomes the trusted disaster information line, providing needed information on resources such as shelters, evacuation routes and recovery services. Veterans and their families are assisted through the 211 Mission United Program linking them to information and services designated for Veterans and active military members. United Way 211 is available 24 hours a day, 7 days a week by dialing 211 or 239-433-3900.

    $2,132,343 spentof which $586,084 as grants
    8% of program spending
  4. Other program services for our members in need.

    $778,255 spent
    3% of program spending

The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $27,197,811.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($11M) Expenses 100 ($11M) Net assets 100 ($11M)2018 Revenue 108 ($12M) Expenses 113 ($13M) Net assets 94 ($10M)2019 Revenue 124 ($14M) Expenses 127 ($14M) Net assets 97 ($11M)2020 Revenue 144 ($16M) Expenses 155 ($17M) Net assets 93 ($10M)2021 Revenue 148 ($17M) Expenses 143 ($16M) Net assets 92 ($10M)2022 Revenue 264 ($30M) Expenses 249 ($28M) Net assets 100 ($11M)2023 Revenue 401 ($46M) Expenses 374 ($42M) Net assets 130 ($14M)2024 Revenue 237 ($27M) Expenses 259 ($29M) Net assets 109 ($12M)
'17'18'19'20'21'22'23'24
Revenue (237)Expenses (259)Net assets (109)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $22M to $15M (−33%).

$11M
$11M
$11M
$11M
$11M
$16M
$22M
$15M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 12% · 2018 5% · 2019 6% · 2020 19% · 2021 9% · 2023 23% · 2024 17%. Grants only. Government contracts and fees sit inside program revenue.

98% of The United Way of Lee County Inc’s revenue is contributions — more reliant on donations than three-quarters of its peers (80% for the typical peer).

This organization
Typical peer · 874 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.

$257k
’17
−$307k
’18
−$30k
’19
−$799k
’20
$997k
’21
$2.3M
’22
$4.0M
’23
−$1.8M
’24
1.7
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Joy Jeannine

President/Chief Executive Officer

As listed on its FY2024 Form 990.

The chief executive listed changed between the FY2022 and FY2023 filings.

'17'18'19'20'21'22'23'24
Listed6773646965687070
Joined·+14+10+68+16+8+5+12
No longer listed·81963205312
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 41 funders to 64 funders, grant income rose $1.0M → $3.9M.

34 of 138 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 48% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $6.7M from one payer (the payer shares this organization's board, largest Southwest Florida Community Foundation Inc). These are real filings, and they are not money The United Way of Lee County Inc raised.

From the IRS filings of The United Way of Lee County Inc’s funders (the co-funder graph). Top 30 of 138 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

The United Way of Lee County Inc has a broad base — no single funder exceeds 15% of grant income, and it takes 7 funders to reach half.

the vertical line marks half of all grant income — 7 funders to its left

79% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund The United Way of Lee County Inc.

15%
largest funder
35%
top three
~17
effective funders

Largest funder’s share by year: 2017 40% · 2018 19% · 2019 21% · 2020 19% · 2021 20% · 2022 14% · 2023 13% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

51% of The United Way of Lee County Inc's funders are still giving 3 years after their first grant; 64% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

65% of The United Way of Lee County Inc's grant income comes from Florida funders.

ME
MN
IL
WI
MI
NY
MA
IA
IN
OH
PA
NJ
CT
CO
MO
VA
DE
TN
NC
LA
AL
GA
TX
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Florida out of state home

Funder states come from each funder’s own filing. $8.9M arriving through sponsors registered in 19 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

The United Way of Lee County Inc has grown faster than half of the 828 philanthropy nonprofits its size.

Operating margin−7% · bottom quartile
Months of reserve1.7mo · below the median
Revenue growth (annualized)13% · above the median

this organization peer median middle 50% of peers· 828 philanthropy nonprofits $10M–$100M, FY2024

Government funding The United Way of Lee County Inc receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $1.2M on record.

Federal$1.2M
grants $1.2Mcontracts $0
18
19
20
21
22
23
24
25
26
Top agencies
  • Department of the Treasury$1.0M
  • Department of Justice$150k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like The United Way of Lee County Inc

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Florida

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

94% of spending goes to programs.

Program 94%Management 3%Fundraising 3%

Governance

65
board members
98%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

96%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

FL

Screen this organization

A dated, signed PDF of the compliance screen for The United Way of Lee County Inc: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds The United Way of Lee County Inc?
The United Way of Lee County Inc (Florida) receives grants from 138 organizations whose IRS filings report $18,413,758 to it, the largest being RAYMOND JAMES CHARITABLE ENDOWMENT FUND ($2,707,280). 89 of them have funded it in more than one year.
How many funders does The United Way of Lee County Inc have?
IRS filings report 138 organizations giving $18,413,758 in grants to The United Way of Lee County Inc, 89 of which have funded it in more than one year.
Who is the largest funder of The United Way of Lee County Inc?
RAYMOND JAMES CHARITABLE ENDOWMENT FUND is the largest funder on record, with $2,707,280 in grants. The full list of funders is on this page.
How can an organization like The United Way of Lee County Inc find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Florida. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 138 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing