Nonprofit screen
Screen a listUnited Way of Lake and Sumter Counties Inc
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$1.3Mrevenue
FY2024 · −57% in 3 yrs10staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−25.6%
Months of reserve1.8mo
Revenue growth (annualized)+0.2%
Middle half of peersMedianUnited Way of Lake and Sumter Counties
Where the money goes FY2024 · $1.7M spent
Programs$1.3M78%Management and general$165k10%Fundraising$216k13%990 FY2024 · Part IX line 25
Worth checking2
Government grants fell 91% in FY2023
$1.7M in FY2022, $155k in FY2023.
990 Part VIIIDeficits in 3 of the last 3 years
−$358k in FY2022, −$276k in FY2023 and −$345k in FY2024. Cash covers 1.8 months, under the peer median of 5.2.
990 Part I and balance sheetIn its favor1
Strong governance
13 of 13 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI36funders
$271ka year, last 3 years
44%from its largest funder
Funder’17’18’19’20’21’22’23Publix Super Markets Charities IncNew in FY2023$361kSumter Electric Cooperative IncStopped after FY2022$6k$9k$13k$83k$11k$31k–Live Well Foundation of South Lake IncOn and off$123kMid Florida Homeless Coalition IncOn and off$8k$21k$18k$29kHeart of Florida United Way IncStopped after FY2021$26k$25k$14k–Bob Woodruff Family Foundation IncSince FY2020$10k$23k$20k$13kDonor-advised giftsDonors not disclosed$86k$13k$6k$19k$6k$112$19k19 other fundersUp to $33k a year each$8k$25k$7k$24k$48k$67k$31k
FundedThrough a donor-advised fundStopped