2023-12-04T15:53:41-06:00 2022-12-31 410746749 CliftonLarsonAllen LLP 4501 Tamiami Trail North Suite 200 Naples FL 341033548 990 2022-01-01 591005169 The United Way of Lee County Inc UNIT 2394332000 7273 Concourse Drive Fort Myers FL 33908 Jeannine Joy President and CEO 2394332000 2023-12-01 1 Jeannine Joy 999009999 1 Amelia Cooper P00437898 2392628686 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Jeannine Joy 7273 Concourse Drive Fort Myers FL 33908 30520292 0 X www.unitedwaylee.org X 1957 FL We are the United Way agency for Lee, Hendry, Glades, and Okeechobee counties. 65 64 93 5545 0 0 16581358 30130908 0 0 291402 -85712 32723 1772 16905483 30046968 11185274 21941948 0 0 3616778 4630900 0 0 396562 1106817 1213540 15908869 27786388 996614 2260580 10857756 15954492 721074 4854661 10136682 11099831 X The United Way of Lee, Hendry, Glades, and Okeechobee is a volunteer driven organization dedicated to improving the quality of life for all people in our community. Our 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. 1 1 17685693 16084373 Community Impact Fund:The United Way supports 92 local human service agencies and over 258 programs and initiatives in our community. The United Way Community Impact Fund targets and addresses the underlying causes of problems in five key impact areas: 1) Strengthening Families - By moving families and individuals beyond poverty, facilitating support groups to empower victims to regain control of their lives, and providing assistance to victims of domestic violence. 2) Nurturing Youth - By ensuring a quality early childhood education opportunity for all children, supporting mentoring programs, and providing at-risk youth with programs to build and strengthen their character and life skills. Continued on Schedule O3) Meeting Critical Needs - By helping the elderly and people with disabilities live independently, with dignity and respect, responding to people in crisis, and connecting people in need of help through United Way 211 Information and Referral Line; 4) Empowering Communities - By organizing and mobilizing communities, bringing health and human services to neighborhoods, and connecting providers and residents through partnerships. 5) Supporting Veterans- Meeting the needs of veterans and active service members through Mission United; coordinating the veteran support organizations.The United Way Gifts in Kind Program solicits and collects donated merchandise, materials, equipment, fixtures, furniture, etc. for redistribution to local nonprofit agencies. In 2022, the program received over $10 million in donated items that benefited the local social service network and community.United Way Houses:United Way of Lee, Hendry, Glades, and Okeechobee Counties, in collaboration with our human service partners, brings needed services into communities through neighborhood resource centers. These "one stop" centers provide space for agencies to reach clients who may not be able to access services outside their neighborhood. In 2022, United Way House clients received 460,629 services across the 17 United Way Houses in operation. The neighborhood houses are a perfect example of how collaboration increases access to services and improves local neighborhoods. The vision is helping people in need with more than a short-term solution by offering them coordinated services that may help prevent the problem from reoccurring. 5803108 4587579 ARPA funding, as directed through Lee County Government has served to enhance the capacity of the United Way of Lee County to ensure that Lee County nonprofit human service providers have the resources and organizational capacity to deliver services to the community and help mediate the negative impact of the COVID-19 pandemic. 65 projects through 63 agencies with over $4.5 million distributed in 2022 to non-profit entities serving Lee County residents with things such as rehousing, food distribution access, GED prep and completion, domestic violence counseling, financial assistance (utility and food stamps), employment support,community engagement programs, and other services. Continued on Schedule OThe economic harm and increased need for services to disproportionately impacted individuals make paramount the United Way mission to support area non-profit organizations in their vital work. 2237141 1269996 United Way 211:Every hour of every day, someone in our community needs human services, from finding an after-school program, to counseling for a teen, to securing adequate care for an aging parent. People often don't know where to turn, and as a result, end up going without necessary services. United Way 211 exists to help people navigate their way through the maze of health and social service agencies by providing the most adequate, up-to-date resources for the client's situation. In 2022 United Way 211 had a total call volume of over 119,854. During times of natural disasters such as hurricanes, United Way 211 becomes the Information Hotline for Lee, Hendry, and Glades Counties offering information on shelters, evacuation routes, and recovery services. United Way 211 also runs Mission United, a single phone point of entry utilizing the 211 number to help local United States active military, veterans and their families in Lee, Hendry and Glades counties navigate and access needed services. United Way 211 is available 24 hours a day, 7 days a week by dialing 211 or 239-433-3900. 800333 0 Other. 800333 0 26526275 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 93 1 0 0 0 0 0 0 0 0 0 0 0 0 X 65 64 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X The Organization 2394332000 7273 Concourse Drive Fort Myers FL 33908 Bell Patricia J Board Member 1.00 X 0 0 0 Beville Robert Board Chair 1.00 X X 0 0 0 Branning R Noelle Vice Chair 1.00 X X 0 0 0 Brooks Gary Board Member 1.00 X 0 0 0 Agollari Julian Board Member 1.00 X 0 0 0 Desjarlais Roger J Board Chair 1.00 X X 0 0 0 Hawkins Cynthia M Treasurer 1.00 X X 0 0 0 Anderson Kevin Board Member 1.00 X 0 0 0 Bryant Gary L Board Member 1.00 X 0 0 0 Carfore Cindy S Board Member 1.00 X 0 0 0 Carroll Mary Beth Honorary Board Member 1.00 X 0 0 0 Chlumsky Nick Board Member 1.00 X 0 0 0 Cisneros Molloy Cora Board Member 1.00 X 0 0 0 Clinger John Board Member 1.00 X 0 0 0 Collins Michael Board Member 1.00 X 0 0 0 Elliott Jerry Board Member 1.00 X 0 0 0 English Katherine R Honorary Board Member 1.00 X 0 0 0 Fry David L Board Member 1.00 X 0 0 0 Goss Chauncey P Board Member 1.00 X 0 0 0 Griffin Gary H Board Member 1.00 X 0 0 0 Hartman Barbara Jean Board Member 1.00 X 0 0 0 Hendry Beth Board Member 1.00 X 0 0 0 Herzog Wane Board Member 1.00 X 0 0 0 Hudson Michelle Board Member 1.00 X 0 0 0 Humphreys Matthew Board Member 1.00 X 0 0 0 ldelson Charles Board Member 1.00 X 0 0 0 Jackson Sally Board Member 1.00 X 0 0 0 Johnson Calli Board Member 1.00 X 0 0 0 Joyce John Board Member 1.00 X 0 0 0 Karnes Kevin Board Member 1.00 X 0 0 0 Kershaw Andrea Board Member 1.00 X 0 0 0 Klein David Board Member 1.00 X 0 0 0 Lapi Tony Board Member 1.00 X 0 0 0 Rodriquez Victoria Assistant Treasurer 1.00 X X 0 0 0 Lucas David Board Member 1.00 X 0 0 0 Makurat Paul Board Member 1.00 X 0 0 0 Martus Stephen Board Member 1.00 X 0 0 0 Miller Charlotte Board Member 1.00 X 0 0 0 Moreland Victoria Board Member 1.00 X 0 0 0 Motzer Bill Board Member 1.00 X 0 0 0 Nelson Stan Board Member 1.00 X 0 0 0 Nygaard Scott Board Member 1.00 X 0 0 0 O'Berski Dan Board Member 1.00 X 0 0 0 O'Donnell Patricia Board Member 1.00 X 0 0 0 Parrish Harlan C Board Member 1.00 X 0 0 0 Pollock John M Board Member 1.00 X 0 0 0 Pontius Steve Board Member 1.00 X 0 0 0 Ryan Karen L Board Member 1.00 X 0 0 0 Shearman Robert C Immediate Past Chair 1.00 X X 0 0 0 Simmering Bryan Board Member 1.00 X 0 0 0 Snell Mary Vlasak Secretary 1.00 X X 0 0 0 St Amand Dotty J Board Member 1.00 X 0 0 0 Todd Ted Board Member 1.00 X 0 0 0 Uhler Tom Board Member 1.00 X 0 0 0 Vertich Corey Board Member 1.00 X 0 0 0 Wallace Darren Board Member 1.00 X 0 0 0 White A Scott Board Member 1.00 X 0 0 0 Wilks Earnest J Board Member 1.00 X 0 0 0 Zwack Matthew Board Member 1.00 X 0 0 0 Catti Joseph R Board Member 1.00 X 0 0 0 Oliver David Board Member 1.00 X 0 0 0 Bernier Christopher Board Member 1.00 X 0 0 0 Hernandez Rob Board Member 1.00 X 0 0 0 McMillion Tracy Board Member 1.00 X 0 0 0 Mullinax Landon Board Member 1.00 X 0 0 0 Mundy Barbara Board Member 1.00 X 0 0 0 Jeannine Joy President/CEO 60.00 X 200955 0 24330 Hidalgo Michelle CFO 55.00 X 76961 0 5588 Pelle Hannah COO 55.00 X 115894 0 13007 393810 0 42925 2 0 1 0 0 30130908 10349366 30130908 38343 38343 349269 343094 130230 6175 -130230 -124055 -124055 Miscellaneous 900099 1772 1772 1772 30046968 0 0 -83940 20774988 20774988 1166960 1166960 307834 146436 116341 45057 3452850 2914487 359068 179295 139658 112705 6398 20555 447772 416905 15268 15599 282786 238078 27449 17259 18312 18312 186110 109616 48387 28107 190266 171469 4174 14623 32522 24110 112 8300 157125 99485 54694 2946 21003 14934 1139 4930 4475 852 280 3343 156820 156820 118567 38295 80272 37258 37258 Utilities 118349 36289 79657 2403 Printing and postage 46775 8565 1707 36503 Equipment and vehicles 33463 24893 8068 502 92495 70388 4967 17140 27786388 26526275 863551 396562 296112 1761087 880665 5680574 4810221 3189033 292439 425969 299398 919960 75100 48885 2481296 1385631 1187674 1095665 2879162 2310274 136985 523045 10857756 15954492 458891 577465 262183 4277196 721074 4854661 X 2915767 6070040 7220915 5029791 10136682 11099831 10857756 15954492 X 2260580 -501043 -796388 X 0 1 X 1 1 1 X 12309923 14139697 16581800 16581358 30130908 89743686 12309923 14139697 16581800 16581358 30130908 89743686 1002919 88740767 191072 161454 120644 123776 50135 647081 90390767 0.98170 0.93720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3016147 -429599 137978 26927 2421643 2757223 476940 202814 15202 3016147 2535007 350975 114804 13955 2757223 2151684 511360 114259 13778 2535007 2432968 -132816 134398 14070 2151684 1.00000 1 0 29192 29192 1910173 1049061 861112 132131 16709 115422 218587 197455 21132 191213 122406 68807 1095665 Donor designations payable 361785 Lease liabilties 411676 Refundable Advance - ARPA Grant 3503735 4277196 X 28879767 -501043 -501043 29380810 666158 666158 30046968 27916618 130230 130230 27786388 0 27786388 Part V, Line 4: The unrestricted Board Designated Endowment is being held to support the mission of the Organization. Part X, Line 2: The Organization is designated as a 501(c)(3) charitable organization by the Internal Revenue Service and is exempt from federal and state income taxes. The Organization follows the income tax standard for uncertain tax positions. The Organization has evaluated its tax positions and determined it has no uncertain tax positions as of December 31, 2022 and 2021. Part XI, Line 4b - Other Adjustments: Uncollectible pledges 796,388. Loss on Hurricane Ian Damage -130,230. Part XII, Line 2d - Other Adjustments: Loss on Hurricane Ian Damage 130,230. 1 Abuse Counseling and Treatment (ACT) 407 Center Road Fort Myers FL 33907 591864735 501(c)(3) 453935 21311 FMV Furniture, Household goods Allocation for General Support Agape Home 3 Avenue J Moore Haven FL 33471 650721743 501(c)(3) 13500 0 n/a Allocation for General Support AHF ICAN 6255 W Sunset Blvd 21st Floor Los Angeles CA 90028 954112121 501(c)(3) 90000 0 n/a Allocation for General Support Aids Healthcare Foundation 701 SE Third Avenue 4th Floor Fort Lauderdale FL 33316 954112121 501(c)(3) 11000 0 n/a Allocation for General Support Alliance for the Arts 10091 McGregor Blvd Fort Myers FL 33919 510182649 501(c)(3) 16500 0 n/a Allocation for General Support Alvin A Dubin Alzheimer's Resource Center 12685 New Brittany Boulevard Fort Myers FL 33907 650580633 501(c)(3) 181197 2094 FMV Furniture Allocation for General Support American Red Cross Florida's Southern Gulf 7501 Cypress Terrace Suite 110 Fort Myers FL 33907 590808350 501(c)(3) 81000 0 n/a Allocation for General Support Basic Learning Skills 2774 First Street Fort Myers FL 33916 473451419 501(c)(3) 70523 0 n/a Allocation for General Support Beacon of HOPE 5464 Pine Island Road Bokeelia FL 33922 030551790 501(c)(3) 94000 0 n/a Allocation for General Support Better Together 12431 Brantley Commons Ct St 101 Fort Myers FL 33907 475591391 501(c)(3) 200000 0 n/a Allocation for General Support Big Brothers Big Sisters of the Sun Co 1000 S Tamiami Trail C Venice FL 34285 592479002 501(c)(3) 86417 0 n/a Allocation for General Support Blessings in a Backpack Lee County 4121 Shelbyville Road Louisville KY 40207 261964620 501(c)(3) 66000 0 n/a Allocation for General Support Bonita Springs (FL) Lions Eye Clinic 10322 Pennsylvania Bonita Springs FL 34134 450560906 501(c)(3) 76500 0 n/a Allocation for General Support Bonita Springs Assistance Office 25300 Bernwood Drive St 6 Bonita Springs FL 34135 592337909 501(c)(3) 67900 0 n/a Allocation for General Support Boy Scouts of America Southwest Florida Council 1801 Boy Scout Drive Fort Myers FL 33907 591150488 501(c)(3) 175450 0 n/a Allocation for General Support Boys & Girls Clubs of Lee County 9371 Cypress lake Dr Unit 5 Fort Myers FL 33919 592013870 501(c)(3) 301696 1283 FMV Furniture Allocation for General Support Cafe of Life 10540 Childers Street Bonita Springs FL 34135 650832961 501(c)(3) 39500 0 n/a Allocation for General Support Cancer Alliance of Naples 3384 Woods Edge Circle St 102 Bonita Springs FL 34134 223879709 501(c)(3) 11000 0 n/a Allocation for General Support Cape Coral Animal Shelter 325 SW 2nd Avenue Cape Coral FL 33991 813632884 501(c)(3) 12000 0 n/a Allocation for General Support Cape Coral Caring Center 1420 SE 47th Street Cape Coral FL 33904 650262583 501(c)(3) 8500 0 n/a Allocation for General Support Catholic Charities of Lee Hendry & Glades 4235 Michigan Links Ave Fort Myers FL 33916 592473176 501(c)(3) 229324 0 n/a Allocation for General Support Center for Progress & Excellence 1500 Colonial Blvd St 233 Fort Myers FL 33907 474810710 501(c)(3) 81133 44227 FMV Household goods, Furniture, Health & Beauty, PPE, Cleaning Allocation for General Support Centerstone of Florida 44 Vantage Way St 400 Nashville TN 37228 200072992 501(c)(3) 178572 73 FMV Furniture Allocation for General Support Child Care of Southwest Florida 6831 Palisades Park Court St 6 Fort Myers FL 33912 596198583 501(c)(3) 113100 0 n/a Allocation for General Support Children's Advocacy Center of Southwest Florida 3830 Evans Avenue Fort Myers FL 33901 650007620 501(c)(3) 366100 0 n/a Allocation for General Support Children's Home Society of Florida - Southwest Division 1940 Maravilla Ave Fort Myers FL 33901 590192430 501(c)(3) 151116 0 n/a Allocation for General Support Children's Network of SWFL 2232 Altamont Avenue Fort Myers FL 33901 204968228 501(c)(3) 118539 0 n/a Allocation for General Support Christian Medical Ministries 6900 Daniels Parkway St 29-393 Fort Myers FL 33912 472641606 501(c)(3) 13757 0 n/a Allocation for General Support Chrysallis Wellness 11932 Fairway Lakes Drive Fort Myers FL 33913 845111847 501(c)(3) 80000 0 n/a Allocation for General Support Community Cooperative 3429 Dr Martin L King Fort Myers FL 33916 592602772 501(c)(3) 426500 0 n/a Allocation for General Support Deaf & Hard of Hearing Center 1860 Boy Scout Drive St B208 Fort Myers FL 33907 582398372 501(c)(3) 39352 0 n/a Allocation for General Support Department of Children and Familes 2295 Victoria Avenue Suite 249 Fort Myers FL 33901 593458463 501(c)(3) 0 29210 FMV Health & Beauty Allocation for General Support Dr Piper Center for Social Services 2607 Dr Ella Piper Way Fort Myers FL 33916 650788551 501(c)(3) 89350 0 n/a Allocation for General Support Dress for Success 12995 S Cleveland Ave 153 Fort Myers FL 33907 272177347 501(c)(3) 21834 0 n/a Allocation for General Support Early Learning Coalition of Southwest Florida 2675 Winkler Ave St 300 Fort Myers FL 33901 651144775 501(c)(3) 82500 0 n/a Allocation for General Support Earn To Learn 9160 Forun Corporate Parkway 321 Fort Myers FL 33905 452514055 501(c)(3) 78076 0 n/a Allocation for General Support Epilepsy Services of Southwest Florida 1750 17th Street Bldg I-2 Sarasota FL 34234 593281492 501(c)(3) 26500 0 n/a Allocation for General Support FISH of Sanibel-Captiva 2430 Periwinkle Way Sanibel FL 33957 208892375 501(c)(3) 77500 0 n/a Allocation for General Support Family Heath Centers 1926 Victoria Ave Fort Myers FL 33902 591741273 501(c)(3) 63432 0 n/a Allocation for General Support Family Initiative 730 SW 4th St St 6 Cape Coral FL 33991 461528487 501(c)(3) 320100 0 n/a Allocation for General Support FGCU FoundationPSEPScholars Program 10501 FGCU Blvd South Fort Myers FL 33965 654063969 501(c)(3) 25600 0 n/a Allocation for General Support Florida Gulf Coast University Foundatoin 10501 FGCU Blvd South Fort Myers FL 33965 650403969 0 37345 FMV School Supplies Allocation for General Support Florida Treatment for Change 2180 Maravilla Lane Fort Myers FL 33901 823261252 501(c)(3) 13000 0 n/a Allocation for General Support Friendship Centers 1888 Brother Geenen Way Sarasota FL 34236 591522614 501(c)(3) 30000 0 n/a Allocation for General Support Girl Scouts of Gulfcoast Florida 4780 Cattlemen Rd Sarasota FL 34233 590760212 501(c)(3) 29200 0 n/a Allocation for General Support Good360 675 N Washington St Alexandria VA 22314 541282616 501(c)(3) 0 179980 FMV Health & Beauty Allocation for General Support Goodwill Industries of Southwest Florida 5100 Tice Street Fort Myers FL 33905 596196141 501(c)(3) 170255 48304 FMV Apparel, Furniture, Office/School Supplies Allocation for General Support Guardian ad Litem Foundation 2075 W First St 300 Fort Myers FL 33901 593044475 501(c)(3) 35535 0 n/a Allocation for General Support Gulf Coast Humane Society 2010 Arcadia St Fort Myers FL 33916 590806978 501(c)(3) 46500 6849 FMV Pet Food, Toys Allocation for General Support Harry Chapin Food Bank of Southwest Florida 3760 Fowler Street Fort Myers FL 33901 592332120 501(c)(3) 410345 0 n/a Allocation for General Support Healing Stitches (OILE) 1621 N Tamiami Tr Unit 4 North Fort Myers FL 33903 472565110 501(c)(3) 75000 300 FMV Furniture Allocation for General Support Health Planning Council 8961 Daniels Center Dr St401 Fort Myers FL 33912 592269305 501(c)(3) 101165 0 n/a Allocation for General Support Healthy Families 1140 Pratt Blvd Labelle FL 33975 593502843 501(c)(3) 13000 0 n/a Allocation for General Support Healthy Start of Southwest Florida 1921 Jefferson Ave Fort Myers FL 33901 650378720 501(c)(3) 450796 200 FMV Furniture Allocation for General Support Hearts and Homes for Veterans 2230 Alicia Street Fort Myers FL 33901 462570640 501(c)(3) 22004 7309 FMV Furniture, Electronics, Health & Beauty Allocation for General Support Hermanos Unidos 2908 11th St SW Lehigh Acres FL 33976 475315209 501(c)(3) 40000 0 n/a Allocation for General Support Hibiscus Children's Center 2400 NE Dixie HIghway Jensen Beach FL 34957 592632361 501(c)(3) 5400 0 n/a Allocation for General Support HOPE Clubhouse 3602 Broadway Fort Myers FL 33901 300437443 501(c)(3) 179150 0 n/a Allocation for General Support Hope HealthCare Services 9470 Healthpark Circle Fort Myers FL 33908 592128697 501(c)(3) 86500 0 n/a Allocation for General Support Hospice of Okeechobee PO Box 1548 Okeechobee FL 34973 592831397 501(c)(3) 6400 0 n/a Allocation for General Support Housing Authority of Fort Myers 4224 Renaissance Preserve Way Fort Myers FL 33916 0 47358 FMV Furniture, Miscellaneous Allocation for Geneal Support I WILL Mentorship Foundation 3903 Dr Martin Luther King Jr Blvd Fort Myers FL 33916 473761436 501(c)(3) 68800 351 FMV Household goods Allocation for General Support IMPACT For Developmental Education 1650 Medical Lane 4 Fort Myers FL 33907 591935415 501(c)(3) 178997 13105 FMV Furniture Allocation for General Support Interfaith Charities of South Lee 17592 Rockefeller Cir Fort Myers FL 33967 650362473 501(c)(3) 120000 0 n/a Allocation for General Support Jewish Federation 9701 Commerce Center Court Fort Myers FL 33908 592668992 501(c)(3) 12755 279720 FMV Furniture Allocation for General Support Junior Achivement of SWFL 13241 Univeresity Drive St 102 Fort Myers FL 33907 650503084 501(c)(3) 24994 0 n/a Allocation for General Support LARC 2570 Hanson Street Fort Myers FL 33901 590968911 501(c)(3) 301484 0 n/a Allocation for General Support Lee County Housing Development Corp 3677 Central Ave Suite F Fort Myers FL 33901 650295038 501(c)(3) 19596 67576 FMV Furniture, Household goods, Electronics Allocation for General Support Lee County Human and Veteran Services 2440 Thompson St Fort Myers FL 33901 596000702 501(c)(3) 29000 0 n/a Allocation for General Support Lee County Legal Aid Society 2400 First Street St 214 Fort Myers FL 33901 591163686 501(c)(3) 259213 0 n/a Allocation for General Support Lee County School DistrictSocial Norming Project 2855 Colonial Blvd Fort Myers FL 33966 592637849 501(c)(3) 25000 0 n/a Allocation for General Support Lehigh Community Services 201 Plaza Dr Suite 103 Lehigh Acres FL 33936 591773738 501(c)(3) 117600 4563 FMV Furniture Allocation for General Support Lighthouse of SWFL 35 West Mariana Avenue North Fort Myers FL 33903 591665257 501(c)(3) 161776 0 n/a Allocation for General Support Literacy Council of the Gulf Coast 26820 Old 41 Road Bonita Springs FL 34135 650153890 501(c)(3) 189500 0 n/a Allocation for General Support Lutheran Services 3615 Central Avenue 4 Fort Myers FL 33901 592198911 501(c)(3) 25000 3511 FMV Furniture Allocation for General Support Martha's House PO Box 727 Okeechobee FL 34973 650094350 501(c)(3) 6800 0 n/a Allocation for General Support McGregor Clinic 3487 Broadway Fort Myers FL 33901 650922489 501(c)(3) 11374 0 n/a Allocation for General Support Meals of Hope 2221 Corporation Blvd Naples FL 34109 270268307 501(c)(3) 415000 16290 FMV PPE/Cleaning Allocation for General Support Midwest Food Bank 2031 Warehouse Rd Normal IL 61761 412120170 501(c)(3) 18000 5090 FMV Miscellaneous Allocation for General Support Multiple Sclerosis Center of Southwest Florida 3372 Woods Edge Circle 103 Bonita Springs FL 34134 311763776 501(c)(3) 52000 0 n/a Allocation for General Support NAMI Lee County 8191 College Parkway St 201 Fort Myers FL 33919 650122844 501(c)(3) 55000 0 n/a Allocation for General Support New Horizons of SWFL 26645 Vagabond Way Bonita Springs FL 34135 113678086 501(c)(3) 60500 0 n/a Allocation for General Support Our Mother's Home of Southwest Florida 7438 Carrier Road Fort Myers FL 33967 650510103 501(c)(3) 139000 28930 FMV Furniture, Health & Beauty Allocation for General Support PACE Center for Girls of Lee County 3800 Evans Ave Fort Myers FL 33901 592414492 501(c)(3) 96600 3649 FMV Furniture Allocation for General Support Partners for Breast Cancer Care 9470 Healthpark Circle Fort Myers FL 33908 650290568 501(c)(3) 38000 0 n/a Allocation for General Support Pine Manor Improvement 5547 10th Avenue Fort Myers FL 33907 650133208 501(c)(3) 119298 0 n/a Allocation for General Support Premier Mobile Health Services 10676 Colonial Blvd Unit 20 Fort Myers FL 33913 825372657 501(c)(3) 159910 0 n/a Allocation for General Support Project Dentists Care 2051 McGregor Blvd Fort Myers FL 33901 650822909 501(c)(3) 124000 0 n/a Allocation for General Support Providence Family 200 East Big Beaver Road Troy MI 48083 800933776 501(c)(3) 76042 1049 FMV Health & Beauty Allocation for General Support Quality Life Center 3210 Dr Martin Luther King Jr Blvd Fort Myers FL 33916 650321309 501(c)(3) 383766 90804 FMV Furniture, Health & Beauty, Drywall Allocation for General Support Real Life Children's Ranch Inc 7777 US Hwy 441 SE Okeechobee FL 34974 596173061 501(c)(3) 6000 0 n/a Allocation for General Support Redlands Christian Migrant Association 402 W Main St Immokalee FL 34142 591221966 501(c)(3) 19000 0 n/a Allocation for General Support SalusCare 3763 Evans Ave Fort Myers FL 33901 591287693 501(c)(3) 383392 150 FMV Household goods Allocation for General Support Salvation Army of Lee Hendry & Glades The 10291 McGregor Blvd Fort Myers FL 33919 580660607 501(c)(3) 487091 39492 FMV Furniture, PPE/Cleaning Allocation for General Support Community Partnership Schools 2855 Colonial Blvd Fort Myers FL 33966 591005169 0 1776572 FMV Furniture, Household goods, Electronics Allocation for General Support School Resource Center 2855 Colonial Blvd Fort Myers FL 33966 591005169 0 4173339 FMV Apparel, School/Ofc Supp, Health & Beauty, PPE, Cleaning, Toys & Games Allocation for General Support Senior Friendship Centers of Lee County 2350 Scenic Drive Venice FL 34293 591522614 501(c)(3) 9401 0 n/a Allocation for General Support Southwest Florida Free Pain Clinic 6831 Pallisades Park Court Unit 3 Fort Myers FL 33912 472641606 501(c)(3) 20000 0 n/a Allocation for General Support Special Equestrians 5121 Staley Road Fort Myers FL 33905 650250071 501(c)(3) 55150 0 n/a Allocation for General Support St Martin De Porres 4711 Palm Beach Blvd Fort Myers FL 33905 464001708 501(c)(3) 10500 0 n/a Allocation for General Support St Vincent de Paul Housing 384 15th St North St Petersburg FL 33705 592380770 501(c)(3) 185515 27003 FMV Furniture, Household goods Allocation for General Support St Matthews House 2001 Airport Rd S Naples FL 34112 651110501 501(c)(3) 13000 99546 FMV Furniture, Household goods Allocation for General Support State of Florida 10030 Bavaria Rd Fort Myers FL 33913 0 328525 FMV Home goods, Health & Beauty, Miscellaneous Allocation for General Support The Board of Trustees of the Florida Conference of the United Methodist Chu 450 Martin L King Jr Ave Lakeland FL 33815 590904361 501(c)(3) 30000 0 n/a Allocation for General Support The Heights Center 15570 Hagie Drive Fort Myers FL 33908 455595206 501(c)(3) 66000 0 n/a Allocation for General Support The Lee County Coalition for a Drug-Free Southwest Florida 2031 Jackson Street 10 Fort Myers FL 33901 593052892 501(c)(3) 18143 0 n/a Allocation for General Support The Sky Family YMCA FM and Bonita 701 Center Road Venice FL 94285 591629660 501(c)(3) 230502 169 FMV Household goods Allocation for General Support United Way of Lee County We Care Beasley's 7273 Concourse Drive Fort Myers FL 33908 591005169 501(c)(3) 0 420033 FMV Apparel, School/Ofc Suppl Furniture, Household goods, Health & Beauty, misc Allocatdion for General Support Valerie's House 1762 Fowler Street Fort Myers FL 33902 473701240 501(c)(3) 141000 2009 FMV Miscellaneous Allocation for General Support 112 Direct assistance 12476 1146257 20703 FMV Clothing/household goods Part I, Line 2: Extensive application and review process for amounts and programs submitted. Each is reviewed by allocations department and independent volunteer allocation teams and Board approved. X X X 0 0 0 0 0 0 0 0 0 Jeannine Joy President/CEO 180955 0 20000 0 0 0 7675 0 16655 0 225285 0 0 0 Part I, Line 3 President's compensation approved and determined by the Board on an annual basis. The review process includes review and approval by independent persons, comparability data, and contemporous documentation of the deliberation. The President of the Organization approves the compensation of any other key employees and officers. X 10349366 Thrift store value 0 0 1 1 Part I, Line 32b: An investment broker is used to sell donated securities. Form 990, Part III, line 2 ARPA funding, as directed through Lee County Government (County), has served to enhance the capacity of the United Way of Lee County to ensure that Lee County nonprofit human service providers have the resources and organizational capacity to deliver services to the community such as temporary emergency assistance, food distribution access, GED prep and completion, domestic violence counseling, financial assistance (utility and food stamps), employment support, community engagement programs, and other services. The economic harm and increased need for services to disproportionately impacted individuals make paramount the United Way mission to support area non-profit organizations in their vital work with the community and help mediate the negative impact of the COVID-19 pandemic. Form 990, Part III, line 3 The United Way of Lee County, Inc. faced unprecedented challenges during 2022 after the devastating arrival and catastrophic destruction of Hurricane Ian, one of the most powerful hurricanes to ever make landfall. As an agency, our focus shifted to Hurricane relief and recovery for our community. Millions in disaster relief dollars and GIK assistance were given to numerous agencies and individuals to combat the needs throughout the community as we fight to recover and rebuild. United Way is committed to the long-term recovery process from Hurricane Ian. Funding will continue to be distributed to help our survivors get back to a vibrant, healthy and safe life. Form 990 Part III The United Way of Lee County, Inc. faced unprecedented challenges during 2022 after the devastating arrival and catastrophic destruction of Hurricane Ian, one of the most powerful hurricanes to ever make landfall. As an agency, our focus shifted to Hurricane relief and recovery for our community. Millions in disaster relief dollars and GIK assistance were given to numerous agencies and individuals to combat the needs throughout the community as we fight to recover and rebuild. United Way is committed to the long-term recovery process from Hurricane Ian. Funding will continue to be distributed to help our survivors get back to a vibrant, healthy and safe life. Form 990, Part VI, Section A, line 1a The executive committee is made up of the officers of the board as well as other directors the Chairperson deems necessary. The committee shall have and exercise the authority of the board between meetings but cannot make changes to the organizational documents or make decisions regarding merging or dissolving the corporation. Any funds disbursed in absence of emergency must be within approved budgeted guidelines and are submitted to the board for review at the next meeting. Form 990, Part VI, Section A, line 2 The President and the board secretary are sisters. Form 990, Part VI, Section B, line 11b A draft of the Return is reviewed by the Organization's President, Treasurer, and Finance Committee. A finalized Form 990 is presented to the Board, before the return is filed, for their approval. The Board members review the Form 990 and vote to accept the return. Form 990, Part VI, Section B, line 12c The Organization annually has the Board members and employees complete a conflict of interest policy questionnaire. Board members and staff are covered under the policy. Any Board members with a conflict are unable to vote on the issue in question. Form 990, Part VI, Section B, line 15a President's compensation approved and determined by the Board on an annual basis. The review process includes review and approval by independent persons, comparability data, and contemporous documentation of the deliberation. The President of the Organization approves the compensation of any other key employees and officers. Form 990, Part VI, Section C, line 19 Governing documents, Conflict of Interest Policy, and Financial Statements are available on the Organization's website. Form 990, Part XI, line 9: Uncollectible pledges -796,388.