United Way of Lee, Hendry, and Glades

What it reported doing in 2024

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 Hubs bring needed services into vulnerable communities through the mobilization of the United Way network and key community partners. These centralized locations provide space for agencies to provide their critical programs, providing over 450,000 services each year throughout the network of 18 locations.

Financial Efficiency

• Mission deployment rate: 100%; rating input score 100
• Program expense ratio: 94.4%; rating input score 94
• Fundraising efficiency: $34.62 raised per $1 spent on fundraising; rating input score 69; 69th percentile among comparable filings

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
• Pay-setting controls: 3 of 6 controls in place; rating input score 50
  • Compensation committee: Pass
  • Independent consultant: Missing
  • Other Form 990s reviewed: Missing
  • Written employment contract: Missing
  • Compensation survey or study: Pass
  • Board or committee approval: Pass
• Foreign activity oversight: Limited
• Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Limited

Accountability

• Independent voting board: 98.5%; rating input score 98; 31st percentile among comparable filings
• Governance controls: 8 of 9 controls in place; rating input score 89
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Pass
  • Other executive compensation review process: Fail
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: -6.7%; rating input score 14; 14th percentile among comparable filings
• Total-asset coverage ratio: 0.52; rating input score 16; 16th percentile among comparable filings
• Liabilities to assets ratio: 0.19; rating input score 60; 60th percentile among comparable filings
• Officer compensation ratio: 2.3%; rating input score 74; 74th percentile among comparable filings

Growth

• Program expense growth: 15.3% per year; rating input score 100; 84th percentile among comparable filings
• Revenue growth: 12.5% per year; rating input score 100; 81st percentile among comparable filings
• Asset growth: 4.9% per year; rating input score 100; 35th percentile among comparable filings