2025-11-16T21:58:40-06:00 2024-12-31 410746749 CliftonLarsonAllen LLP 4501 Tamiami Trail North Suite 200 Naples FL 341033548 990 2024-01-01 591005169 The United Way of Lee County Inc UNIT 2394332000 7273 Concourse Drive Fort Myers FL 33908 Jeannine Joy President and CEO 2394332000 2025-11-14 1 0 Amelia Cooper P00437898 2392628686 2025-11-14 2024 2025-03-06 01:10:19Z Jeannine Joy 7273 Concourse Drive Fort Myers FL 33908 27691642 0 X www.unitedwaylee.org X 1957 FL We are the United Way agency for Lee, Hendry, and Glades Counties. 65 64 100 6576 0 0 45133796 26386990 0 0 352906 415354 156170 196833 45642872 26999177 34495453 21725979 0 0 5333609 5504905 0 0 762256 1813271 1568042 41642333 28798926 4000539 -1799749 22123032 14868316 7696197 2795107 14426835 12073209 X 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. 0 0 20218577 18201016 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. 4068636 2938879 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 health and well-being. 2132343 586084 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. 778255 0 Other program services for our members in need. 778255 0 27197811 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 100 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 Jeannine Joy 2394332000 7273 Concourse Drive Fort Myers FL 33908 Agollari Julian Board Member 1.00 X 0 0 0 Anderson Kevin Board Member 1.00 X 0 0 0 Bell Patricia J Board Member 1.00 X 0 0 0 Bernier Christopher S Board Member 1.00 X 0 0 0 Beville Robert Immediate Past Chair 1.00 X X 0 0 0 Branning R Noelle Board Chair 1.00 X X 0 0 0 Brooks Gary Board Member 1.00 X 0 0 0 Bryant Gary Board Member 1.00 X 0 0 0 Carfore Cindy S Board Member 1.00 X 0 0 0 Chlumsky Nick 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 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 Hansen Chris Board Member 1.00 X 0 0 0 Hartman Barbara Board Member 1.00 X 0 0 0 Hawkins Cynthia M Treasurer 1.00 X 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 Chair 1.00 X X 0 0 0 Idelson 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 Lucas Brian Board Member 1.00 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 Matter Gary Board Member 1.00 X 0 0 0 McMillion Tracy 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 Mullinax Landon Board Member 1.00 X 0 0 0 Mundy Barbara 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 Oliver David Board Member 1.00 X 0 0 0 Parrish Harlan C Board Member 1.00 X 0 0 0 Phillips April Board Member 1.00 X 0 0 0 Pogar Janet Board Member 1.00 X 0 0 0 Pontius Steve Board Member 1.00 X 0 0 0 Prather Will Board Member 1.00 X 0 0 0 Rivera Peter Board Member 1.00 X 0 0 0 Rodriguez Victoria Assistant Treasurer 1.00 X X 0 0 0 Rogers Carolyn Board Member 1.00 X 0 0 0 Ryan Karen L Board Member 1.00 X 0 0 0 Santos Jay Board Member 1.00 X 0 0 0 Shearman Robert C Board Member 1.00 X 0 0 0 Simmering Bryan Board Member 1.00 X 0 0 0 Snell Mary Secretary 1.00 X X 0 0 0 Streger John 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 Scott Board Member 1.00 X 0 0 0 Wilks Earnest J Board Member 1.00 X 0 0 0 Williams Christy Board Member 1.00 X 0 0 0 Zwack Matthew Board Member 1.00 X 0 0 0 Joy Jeannine President/Chief Executive Officer 60.00 X 228274 0 40362 Hidalgo Michelle Chief Financial Officer 55.00 X 126967 0 14763 Pelle Hannah Chief Operating Officer 55.00 X 132196 0 15221 Boyd Connie Chief HR and Facilities Officer 55.00 X 103132 0 4965 590569 0 75311 4 0 1 0 0 46938 4560528 21779524 11573762 26386990 77539 77539 1010916 673101 337815 337815 337815 26379 46938 19364 7015 7015 Miscelleneous 900099 189818 189818 189818 26999177 0 0 612187 21224512 21224512 501467 501467 402626 169583 180863 52180 4073160 3325800 381637 365723 195140 172760 1511 20869 497738 395243 57601 44894 336241 267880 38249 30112 16548 16548 200748 115635 45868 39245 43252 5659 37593 33334 25508 58 7768 439757 430341 6140 3276 37887 31041 1004 5842 29802 1858 720 27224 176767 152647 15678 8442 86984 43412 39051 4521 Program supplies 166422 166422 Utilities 120155 95359 16002 8794 Equipment and vehicles 78505 70936 5700 1869 Printing and postage 69586 7352 1816 60418 68295 55 24754 43486 28798926 27197811 838859 762256 1079039 1264268 8723063 2707036 1471471 1035248 366446 240691 4316186 3778562 134578 83383 3869841 1705608 2071286 2164233 2217796 2199319 1743167 1395576 22123032 14868316 622953 556680 7073244 2238427 7696197 2795107 X 10401297 7621776 4025538 4451433 14426835 12073209 22123032 14868316 X -1799749 177868 -731745 X 0 1 X 1 1 1 X 16581800 16581358 30130908 45133796 26386990 134814852 16581800 16581358 30130908 45133796 26386990 134814852 5466498 129348354 120644 123776 50135 62967 77539 435061 135249913 0.95640 0.96520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2343707 270991 260972 15327 2338399 2421643 389249 452271 14914 2343707 3016147 -429599 137978 26927 2421643 2757223 476940 202814 15202 3016147 2535007 350975 114804 13955 2757223 1.00000 0.00000 0.00000 1 0 179192 179192 2957415 1285141 1672274 127049 20142 106907 254914 217305 37609 351271 183020 168251 2164233 Beneficial Interest In Assets Held by Others 139080 Right of Use Assets 1256496 1395576 Donor designations payable 216185 Lease Liabilities 1291803 Refundable Advance - ARPA Grant 792806 Deferred revenue -62367 2238427 X 26464664 177868 19364 197232 26267432 731745 731745 26999177 28818290 19364 19364 28798926 0 28798926 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, 2024 and 2023. Part XI, Line 2d - Other Adjustments: Fundraising expenses 19,364. Part XI, Line 4b - Other Adjustments: Uncollectible pledges 731,745. Part XII, Line 2d - Other Adjustments: Fundraising Expenses 19,364. Swing into Spring 57857 31478 26379 1523 7300 Mighty Mussels 13081 13081 9298 1 2379 2379 814 429 73317 46938 26379 1523 8114 9727 19364 7015 1 Abuse Counseling and Treatment (ACT) 407 Center Road Fort Myers FL 33907 591864735 501(c)(3) 586284 31021 FMV Office furniture Allocation for General Support Adult Family Care Home 8359 Beacon Fort Myers FL 33471 841878347 501(c)(3) 0 11895 FMV Office furniture Allocation for General Support Adventures in Missions 6000 Wellspring Trail Gainesville GA 30506 650133113 501(c)(3) 0 5391 FMV Office furniture Allocation for General Support Agape Home 3 Avenue J Fort Myers FL 33471 650721743 501(c)(3) 13500 0 n/a n/a Allocation for General Support Aids Healthcare Foundation 2231 McGregor Boulevard Fort Myers FL 33901 954112121 501(c)(3) 124198 23078 FMV Furniture Allocation for General Support Alliance for the Arts 10091 McGregor Blvd Fort Myers FL 33919 510182649 501(c)(3) 17500 19649 FMV Furniture Allocation for General Support Alvin A Dubin Alzheimer's Resource Center 12685 New Brittany Blvd Fort Myers FL 33907 650580633 501(c)(3) 198254 0 n/a n/a Allocation for General Support American Red Cross Florida's Southern Gulf 7051 Cypress Terrace Suite 110 Fort Myers FL 33907 530196605 501(c)(3) 64500 330 FMV Furniture Allocation for General Support Amigos Center 1560 Matthew Drive Suite A Fort Myers FL 33907 593646095 501(c)(3) 10000 2940 FMV Furniture Allocation for General Support ANA's Friends 11691 Gateway Blvd Suite 102 Fort Myers FL 33913 592296529 501(c)(3) 0 99992 FMV Furniture Allocation for General Support Basic Learning Skills Learning Center 2774 First Street Fort Myers FL 33916 473451419 501(c)(3) 69091 4937 FMV Furniture Allocation for General Support Beacon of HOPE 5090 Doug Taylor Circle St James City FL 33956 030551791 501(c)(3) 49000 29763 FMV Housewares Allocation for General Support Big Brothers Big Sisters of the Sun Co 1000 South Tamiami Trail Venice FL 33956 591361826 501(c)(3) 76500 0 n/a n/a Allocation for General Support Blessings in a Backpack Lee County PO Box 61402 Fort Myers FL 33906 261964620 501(c)(3) 44000 0 n/a n/a Allocation for General Support Bonita Springs (FL) Lions Eye Clinic 10322 Pennsylvania Ave Bonita Springs FL 34135 450560906 501(c)(3) 30500 0 n/a n/a Allocation for General Support Bonita Springs Assistance Office 25300 Bernwood Drive 6 Bonita Springs FL 34135 592337909 501(c)(3) 6583 0 n/a 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) 158950 25749 FMV Furniture Allocation for General Support Boys & Girls Clubs of Lee County 9371 Cypress Lake Drive Unit 5 Fort Myers FL 33919 592013870 501(c)(3) 277927 15250 FMV Furniture Allocation for General Support Cafe of Life 10540 Childers Street Bonita Springs FL 34135 650832961 501(c)(3) 37750 105592 FMV Furniture Allocation for General Support Cancer Alliance of Naples 3384 Woods Edge Circle Suite 102 Bonita Springs FL 34134 223879709 501(c)(3) 11000 0 n/a n/a Allocation for General Support Cape Coral Animal 325 SW 2nd Avenue Cape Coral FL 33991 813632884 501(c)(3) 23000 0 n/a n/a Allocation for General Support CASL-Community Assisted & Supported Living 2911 Fruiteville Rd Fruitville FL 34237 650869993 501(c)(3) 0 63426 FMV Furniture Allocation for General Support Catholic Charities Foundation 1000 Pinebrook Road Venice FL 34285 592473176 501(c)(3) 201116 33583 FMV Furniture Allocation for General Support Catholic Charities of Lee Hendry & Gl 4235 Michigan Ave Link Fort Myers FL 33916 592473176 501(c)(3) 183000 0 n/a n/a Allocation for General Support Centerstone of Florida 44 Vantage Way St 400 Nashville TN 37228 200072992 501(c)(3) 119188 0 n/a n/a Allocation for General Support Challenged Minds Learning Center 1851 Commercial Drive Fort Myers FL 33901 271408793 501(c)(3) 0 29486 FMV Furniture & Housewares Allocation for General Support Child Care of Southwest Florida 6831 Palisades Park Ct Suite 6 Fort Myers FL 33912 596198583 501(c)(3) 116100 148621 FMV Furniture & Housewares Allocation for General Support Children's Advocacy Center of Southwest Florida 3830 Evans Avenue Fort Myers TN 33901 650007620 501(c)(3) 364600 88156 FMV Furniture & Housewares Allocation for General Support Children's Home Society of Florida - Southwest Division 13650 Fiddlesticks Blvd Suite 202-296 Fort Myers FL 33912 590192430 501(c)(3) 151386 8043 FMV Furniture Allocation for General Support Children's Network of SWFL 2232 Altamont Ave Fort Myers FL 33901 204968228 501(c)(3) 170451 200140 FMV Furniture Allocation for General Support Christian Medical Ministries 13450 Parker Commons Blvd 103 Fort Myers FL 33912 472641606 501(c)(3) 122052 0 n/a n/a Allocation for General Support Chrysallis Wellness 11932 Fairway Lakes Drive Fort Myers FL 33913 845111847 501(c)(3) 100000 0 n/a n/a Allocation for General Support Churches on the Streets 4140 NE 15th Place Cape Coral FL 33909 464959420 501(c)(3) 0 53389 FMV Furniture Allocation for General Support Community Cooperative 3429 Dr Martin Luther King Jr Blvd Fort Myers FL 33916 592602772 501(c)(3) 369000 39621 FMV Furniture Allocation for General Support Deaf & Hard of Hearing Center 1860 Boy Scout Drive B208 Fort Myers FL 33907 582398372 501(c)(3) 34662 0 n/a n/a Allocation for General Support Disaster Recovery Multiple Partners 2754 Orange Street Fort Myers FL 33908 863050546 501(c)(3) 0 1534707 FMV Furniture Allocation for General Support Dr Piper Center for Social Services 2607 Dr Ella Piper Way Fort Myers FL 33916 650788551 501(c)(3) 151594 33903 FMV Furniture & Housewares Allocation for General Support Dress for Success 12995 S Cleveland Ave Suite 153 Fort Myers FL 33907 272177347 501(c)(3) 7500 1400 FMV Furniture & Housewares Allocation for General Support Dunbar Community Outreach Inc 2754 Orange Street Fort Myers FL 33916 863050546 501(c)(3) 0 30372 FMV Furniture & Housewares Allocation for General Support Epilepsy Services of Southwest Florida 1750 17th Avenue Sarasota FL 34234 593281492 501(c)(3) 26500 0 n/a n/a Allocation for General Support Eva's Foundation (Closet) 16331 Old US 41 Fort Myers FL 33912 814202200 501(c)(3) 5000 168865 FMV Housewares Allocation for General Support FISH of Sanibel-Captiva 2430 Periwinkle Way Sanibel FL 33957 208892375 501(c)(3) 62500 939963 FMV Housewares Allocation for General Support Faith United Methodist Church 15690 McGregor Blvd Fort Myers FL 33908 650131989 501(c)(3) 0 15799 FMV Furniture Allocation for General Support Family Heath Centers 1926 Victoria Ave Fort Myers FL 33902 591741273 501(c)(3) 132801 0 n/a n/a Allocation for General Support Family Initiative 734 SW 4th Street Cape Coral FL 33991 461528487 501(c)(3) 19000 0 n/a n/a Allocation for General Support Farmers Market 2736 Edison Ave Fort Myers FL 33916 463970265 501(c)(3) 0 144050 FMV Housewares Allocation for General Support FGCU FoundationPSEPScholars Program 10501 FGCU Blvd S Fort Myers FL 33965 650403969 501(c)(3) 25600 0 n/a n/a Allocation for General Support Five Little Fingers FCCH 3004 28th St SW Lehigh Acres FL 33907 851907845 501(c)(3) 0 7943 FMV Furniture Allocation for General Support Florida Lions Eye Clinic 10322 Pennsylvania Avenue Bonita Springs FL 34135 450560906 501(c)(3) 0 5420 FMV Furniture Allocation for General Support Florida Treatment for Change 2180 Maravilla Ln Unit 1 Fort Myers FL 33901 833521116 501(c)(3) 16000 38960 FMV Furniture Allocation for General Support FMB Strong 820 Buttonwood Drive Fort Myers FL 34135 920644190 501(c)(3) 3750 110962 FMV Furniture Allocation for General Support Fort Myers PAL 3280 Marion Street Fort Myers FL 33916 650118480 501(c)(3) 0 11500 FMV Furniture Allocation for General Support Fort Myers Track Club 2779 N Airport Rd 211 Fort Myers FL 33906 592261057 501(c)(3) 0 323136 FMV Furniture Allocation for General Support Gigi's Playhouse 1901 Brantley Road 11 Fort Myers FL 33907 821124956 501(c)(3) 10000 0 n/a n/a Allocation for General Support Girl Scouts of Gulfcoast Florida 4780 Cattlemen Road Sarasota FL 34233 590760212 501(c)(3) 29000 0 n/a n/a Allocation for General Support Good360 675 N Washington St Suite 330 Alexandria VA 22314 541282616 501(c)(3) 0 45927 FMV Housewares Allocation for General Support Goodwill Industries of Southwest Florida 5100 Tice St Fort Myers FL 33905 596196141 501(c)(3) 147997 40123 FMV Housewares Allocation for General Support Greater Pine Island Alliance 10484 Stringfellow Saint James City FL 33956 921305064 501(c)(3) 0 158165 FMV Housewares 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 n/a Allocation for General Support Gulf Coast Humane Society 2010 Arcadia St Fort Myers FL 33916 590806978 501(c)(3) 52500 4038 FMV Housewares Allocation for General Support Habitat 4 Humanity 12751 New Brittany Blvd Suite 100 Fort Myers FL 33901 592236174 501(c)(3) 0 36896 FMV Furniture & Housewares Allocation for General Support Harry Chapin Food Bank of Southwest Florida 3760 Fowler St Fort Myers FL 34288 592332120 501(c)(3) 197845 14344 FMV Furniture Allocation for General Support Healing Stitches 1621 N Tamiami Trl Unit 4 N Fort Myers FL 33903 472565110 501(c)(3) 0 80797 FMV Furniture Allocation for General Support Health Planning Council 8961 Daniels Center Drive Fort Myers FL 33912 592269305 501(c)(3) 182299 0 n/a n/a Allocation for General Support Healthy Families 1140 Pratt Blvd LaBelle FL 33935 593502843 501(c)(3) 13000 0 n/a n/a Allocation for General Support Healthy Start of Southwest Florida 1921 Jefferson Ave Fort Myers FL 33901 650378720 501(c)(3) 268873 66523 FMV Furniture & Housewares Allocation for General Support Hearts and Homes for Veterans 2230 Alicia Street Fort Myers FL 33917 462570640 501(c)(3) 38699 63429 FMV Furniture & Housewares Allocation for General Support Hermanos Unidos 2908 11th St SW Lehigh Acres FL 33976 475315209 501(c)(3) 15000 0 n/a n/a Allocation for General Support HOPE Clubhouse 3602 Broadway Fort Myers FL 33901 300437443 501(c)(3) 156174 13349 FMV Furniture & Housewares Allocation for General Support Hope HealthCare Services 9470 Healthpark Circle Fort Myers FL 33908 592128697 501(c)(3) 60388 0 n/a n/a Allocation for General Support House of Hope 3540 Dora Street Fort Myers FL 33916 650784990 501(c)(3) 0 96500 FMV Furniture & Housewares Allocation for General Support I WILL Mentorship Foundation 3903 MLK Blvd Suite B Fort Myers FL 33916 473761436 501(c)(3) 34600 0 n/a n/a Allocation for General Support IMPACT For Developmental Education 1650 Medical Lane 4 Fort Myers FL 33907 591935415 501(c)(3) 198009 166 FMV Furniture & Housewares Allocation for General Support Interfaith Charities of South Lee 17592 Rockefeller Circle Fort Myers FL 33967 650362473 501(c)(3) 86783 0 n/a n/a Allocation for General Support Intergrity Homes 10421 Pennsylvania Ave Bonita Springs FL 34135 261668738 501(c)(3) 0 32452 FMV Furniture & Housewares Allocation for General Support Jewish Federation 9701 Commerce Center Ct Fort Myers FL 33908 592668992 501(c)(3) 47481 19335 FMV Furniture Allocation for General Support Junior Achievement of SWFL 13241 University Drive St 102 Fort Myers FL 33907 650503084 501(c)(3) 30728 0 n/a n/a Allocation for General Support Kimmie's Recovery Zone 507 Center Road Fort Myers FL 33907 833244277 501(c)(3) 0 26283 FMV Housewares Allocation for General Support LARC 2570 Hanson Street Fort Myers FL 33901 590968911 501(c)(3) 261000 66063 FMV Housewares Allocation for General Support Lee County Homeless Coalition 1500 Colonial Blvd Suite 235 Fort Myers FL 33907 264577956 501(c)(3) 0 21245 FMV Housewares Allocation for General Support Lee County Housing Development 3677 Central Ave Suite F Fort Myers FL 33901 650295038 501(c)(3) 111382 531716 FMV Housewares Allocation for General Support Lee County Human and Veteran Services 2440 Thompson St Fort Myers FL 33901 596000702 501(c)(3) 4833 19746 FMV Housewares Allocation for General Support Lee County Legal Aid Society 2400 First St Ste 214 Fort Myers FL 33901 591163686 501(c)(3) 350503 0 n/a n/a Allocation for General Support Lee County Long Term Recovery 1822 Broadway Fort Myers FL 33901 592473176 501(c)(3) 0 17428 FMV Furniture & Housewares Allocation for General Support Lee County School District PO Box 1608 Fort Myers FL 33902 592637849 501(c)(3) 0 32736 FMV Furniture & Housewares Allocation for General Support Lee County School DistrictSocial Norming Project (Paper Check) 2855 Colonial Blvd Fort Myers FL 33966 592637849 501(c)(3) 25000 0 n/a n/a Allocation for General Support Lee County Sheriff's Office PAL 3280 Marion Street Fort Myers FL 33916 650118480 501(c)(3) 0 32000 FMV Furniture Allocation for General Support Lee County Visitor & Convention Bureau 11000 Terminal Access Road Fort Myers FL 33913 596007402 501(c)(3) 0 14192 FMV Furniture Allocation for General Support Lee Health 4211 Metro Pkwy Third Floor Fort Myers FL 33916 650645343 501(c)(3) 0 7895 FMV Furniture Allocation for General Support Lehigh Community Services 201 Plaza Dr Lehigh Acres FL 33936 591773738 501(c)(3) 105600 42918 FMV Furniture Allocation for General Support Lighthouse of SWFL 35 W Mariana Ave N Fort Myers FL 33903 591665257 501(c)(3) 155187 0 n/a n/a Allocation for General Support Literacy Council of the Gulf Coast 26820 Old 41 Road Bonita Springs FL 34135 650153890 501(c)(3) 185500 2171 FMV Furniture Allocation for General Support Lutheran Services 3615 Central Avenue 4 Fort Myers FL 33901 592198911 501(c)(3) 25000 30399 FMV Furniture Allocation for General Support McGregor Clinic 3487 Broadway Fort Myers FL 33901 650922489 501(c)(3) 15600 0 n/a n/a Allocation for General Support Meals of Hope 2221 Corporation Boulevard Naples FL 34109 270268307 501(c)(3) 15000 2160 FMV Housewares Allocation for General Support Midwest Food Bank 5601 Division Dr Fort Myers FL 33905 412120170 501(c)(3) 18000 320 FMV Housewares Allocation for General Support Multi Agency Warehouse 1545 Raymond Diehl Road 250 Tallahassee FL 32308 010973168 501(c)(3) 0 660832 FMV Housewares Allocation for General Support Multiple Sclerosis Center of Southwest Florida 8200 Health Center Blvd Suite 104 Estero FL 34135 311763776 501(c)(3) 50375 1436 FMV Housewares Allocation for General Support NAMI Lee County 8191 College Parkway Fort Myers FL 33919 650122844 501(c)(3) 86000 10359 FMV Housewares Allocation for General Support New Horizons of SWFL PO Box 111833 Naples FL 34108 113678086 501(c)(3) 115657 5506 FMV Housewares Allocation for General Support Our Mother's Home of Southwest Florida 7438 Carrier RD Fort Myers FL 33967 650510103 501(c)(3) 51652 637 FMV Housewares Allocation for General Support PACE Center for Girls of Lee County 3800 Evans Avenue Fort Myers FL 33901 592414492 501(c)(3) 149100 19071 FMV Housewares Allocation for General Support Partners for Breast Cancer Care 9470 Healthpark Circle Fort Myers FL 33908 650290568 501(c)(3) 38575 0 n/a n/a Allocation for General Support Patty's Place Concierge Youth Mental Health Care 4109 Del Prado Boulevard South Cape Coral FL 33907 883646909 501(c)(3) 10000 0 n/a n/a Allocation for General Support Pine Manor United Way House 5547 10th Ave Fort Myers FL 33906 650133208 501(c)(3) 83907 11356 FMV Housewares Allocation for General Support Premier Mobile Health Services 10676 Colonial Suite 20 Fort Myers FL 33906 825372657 501(c)(3) 40046 0 n/a n/a Allocation for General Support Project Dentists Care 2051 McGregor Blvd Fort Myers FL 33901 650822909 501(c)(3) 93292 0 n/a n/a Allocation for General Support Providence Family 200 East Big Beaver Road Troy MI 48083 800933776 501(c)(3) 0 31876 FMV Furniture & Housewares Allocation for General Support Quality Life Center 3210 Dr Martin Luther King Jr Blvd Fort Myers FL 33916 650321309 501(c)(3) 64000 224277 FMV Furniture & Housewares Allocation for General Support RCMA 402 West Main Street Immokalee FL 34142 591221966 501(c)(3) 19500 16994 FMV Housewares Allocation for General Support Reach Global 6798 Plantation Pines Rd Fort Myers FL 33912 410721671 501(c)(3) 0 14932 FMV Housewares Allocation for General Support Rebuilding Together 3914 N 301 Hwy Suite 700 Tampa FL 33619 593664580 501(c)(3) 41251 36482 FMV Housewares Allocation for General Support Sally J Pimentel Deaf and Hard of Hearing Center 1860 Boy Scout Drive B208 Fort Myers FL 33907 582398372 501(c)(3) 0 6266 FMV Housewares Allocation for General Support SalusCare 3763 Evans Avenue Fort Myers FL 33901 591287693 501(c)(3) 363392 0 n/a n/a Allocation for General Support Salvation Army of Lee Hendry & Glades The 10291 McGregor Boulevard Fort Myers FL 33919 580660607 501(c)(3) 351300 219023 FMV Housewares Allocation for General Support Senior Friendship Centers of Lee County 5272 Summerlin Commons Way Fort Myers FL 33907 591522614 501(c)(3) 70905 0 n/a n/a Allocation for General Support Special Equestrians 5121 Staley Road Fort Myers FL 33905 650250071 501(c)(3) 53338 509 FMV Housewares Allocation for General Support St Matthew's House 2001 Airport Road South Naples FL 34112 651110501 501(c)(3) 14500 0 n/a n/a Allocation for General Support St Vincent de Paul Housing 384 15th St North St Petersburg FL 33705 592380770 501(c)(3) 0 29993 FMV Furniture & Housewares Allocation for General Support St Martin de Porres PO Box 50754 Fort Myers FL 33994 464001708 501(c)(3) 6000 0 n/a n/a Allocation for General Support The Florida Conference of the United Methodist Church 450 Martin L King Jr Ave Lakeland FL 33815 590904361 501(c)(3) 0 362554 FMV Furniture & Housewares Allocation for General Support The Heights Center 15570 Hagie Drive Fort Myers FL 33902 455595206 501(c)(3) 71000 20908 FMV Furniture & Housewares Allocation for General Support The Lee County Coalition for a Drug-Free Southwest Florida PO Box 61688 Alexandria VA 22314 593052892 501(c)(3) 6651 0 n/a n/a Allocation for General Support The McGregor Clinic Inc 3487 Broadway Street Fort Myers FL 33901 650922489 501(c)(3) 0 47611 FMV Furniture & Housewares Allocation for General Support The Phoenix House Project 410 NE 25th Ave Cape Coral FL 33909 873029852 501(c)(3) 0 105207 FMV Furniture & Housewares Allocation for General Support The Sky Family YMCA FM and Bonita 701 Center Rd Venice FL 34285 591629660 501(c)(3) 259902 0 n/a n/a Allocation for General Support Title I Migrant Education Program 2855 Colonial Blvd Fort Myers FL 33908 596000701 501(c)(3) 0 240523 FMV Furniture & Housewares Allocation for General Support Trailways Camps Inc 3502 Harbor Ct Fort Myers FL 33908 882818905 501(c)(3) 0 10273 FMV Furniture & Housewares Allocation for General Support United Way 7273 Concourse Drive Fort Myers FL 33908 591005169 501(c)(3) 0 610837 FMV Furniture & Housewares Allocation for General Support United Way 211 1553 Matthew Drive Fort Myers FL 33907 591005169 501(c)(3) 0 223241 FMV Furniture & Housewares Allocation for General Support United Way Community Impact 1516 Matthew Drive Fort Myers FL 33907 591005169 501(c)(3) 0 19765 FMV Furniture & Housewares Allocation for General Support United Way CPS Colonial Elementary 3800 Schoolhouse Rd E Fort Myers FL 33916 591005169 501(c)(3) 0 317704 FMV Furniture & Housewares Allocation for General Support United Way CPS Fort Myers Middle School (FMMS) 7273 Concourse Drive Fort Myers FL 33908 591005169 501(c)(3) 0 419158 FMV Furniture & Housewares Allocation for General Support United Way CPS Franklin Park 2330 Henderson Ave Fort Myers FL 33916 591005169 501(c)(3) 0 446435 FMV Furniture & Housewares Allocation for General Support United Way CPS General 2330 Henderson Ave Fort Myers FL 33916 591005169 501(c)(3) 0 796219 FMV Furniture & Housewares Allocation for General Support United Way Distribution Center 16220 Airport Park Drive Suite 105 Fort Myers FL 33935 591005169 501(c)(3) 0 20687 FMV Furniture & Housewares Allocation for General Support United Way Hendry Glades 133 N Bridge Street Labelle FL 33935 591005169 501(c)(3) 0 75300 FMV Furniture & Housewares Allocation for General Support United Way House Moore Haven 200 2nd Street Moore Haven FL 33471 591005169 501(c)(3) 0 11195 FMV Furniture & Housewares Allocation for General Support United Way HR & Facilities 7273 Concourse Drive Fort Myers FL 39080 591005169 501(c)(3) 0 7221 FMV Furniture & Housewares Allocation for General Support United Way of South Sarasota County 4242 S Tamiami Trail Venice FL 34293 591100846 501(c)(3) 0 59487 FMV Furniture & Housewares Allocation for General Support United Way Resource Development 7273 Concourse Drive Fort Myers FL 33908 591005169 501(c)(3) 0 12323 FMV Furniture & Housewares Allocation for General Support United Way School Resource Center (SRC) 16220 Airport Park Drive Suite 105 Fort Myers FL 33913 591005169 501(c)(3) 0 865570 FMV Furniture & Housewares Allocation for General Support United Way Volunteer Center 7273 Concourse Drive Fort Myers FL 33908 591005169 501(c)(3) 0 111169 FMV Furniture & Housewares Allocation for General Support United Way WeCare 1516 Matthew Drive Fort Myers FL 33907 591005169 501(c)(3) 0 11055 FMV Furniture & Housewares Allocation for General Support Valerie's House 1762 Fowler Street Fort Myers FL 33902 Fort Myers FL 33902 473701240 501(c)(3) 45500 4310 FMV Furniture & Housewares Allocation for General Support YMCA of Southwest Florida 1360 Royal Palm Blvd Fort Myers FL 33902 591629660 501(c)(3) 0 66167 FMV Furniture & Housewares Allocation for General Support 146 Direct Assistance 11627 501467 Part I, Line 2: Extensive application and review process for amounts and programs submitted. Each is reviewed by allocations department and independent volunteer allocation team and Board approved. X X X 0 0 0 0 0 0 0 0 0 Joy Jeannine President/Chief Executive Officer 201318 0 26956 0 0 0 11383 0 28979 0 268636 0 0 0 Part I, Line 3 President's compensation is determined and approved by the Board on an annual basis. This process includes review and approval by independent persons, comparability data, and contemporaneous documentation of the deliberation. The President of the Organization approves the compensation of other key employees and officers. X 11573762 Thrift Store Value 0 0 1 1 Part I, Line 32b: An investment broker is used to sell donated securities. Form 990, Part VI, Section A, line 1a The Executive Committee, all who are members of the governing body, may authorize the expenditure of funds in cases of emergency. Written minutes of all business transactions by the Executive Committee shall be submitted for review at the next meeting of the Board of Directors and all actions except in case of emergency shall be subject to approval by the Board of Directors. The Executive Committee also performs the President's Annual Review. 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, CFO, Treasurer, and Finance Committee. A finalized Form 990 is presented to the Board for their approval before the return is filed. The Board members review the Form 990 and vote to accept the return. Form 990, Part VI, Section B, line 12c The Organization annually requires Board members and employees to complete a conflict-of-interest policy questionnaire. Board members and staff are covered under the policy. Any Board member with a conflict is unable to vote on the issue in question. Form 990, Part VI, Section B, line 15a President's compensation is determined and approved by the Board on an annual basis. This process includes review and approval by independent persons, comparability data, and contemporaneous documentation of the deliberation. The President of the Organization approves the compensation of other key employees and officers. Form 990, Part VI, Section C, line 19 Conflict of Interest Policy and Financial Statements are available on the Organization's website. Form 990, Part XI, line 9: Uncollectible pledges -731,745.