TPhilanthropy, Voluntarism & GrantmakingEIN: 591005169· Ruling Year: 1964

United Way Of Lee County Inc

Fort Myers, Florida

B+Health Score
68B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 132 peers in Philanthropy, Voluntarism & Grantmaking with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.40×
Peer Median11.98×
💰
$30.0M
Total Revenue
📊
$27.8M
Total Expenses
🏦
$11.1M
Net Assets
📋
$4.9M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+77.7%
Year-over-year change (2021 → 2022)
Net Margin
+7.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.40
Net assets divided by total expenses
Liabilities-to-Assets
30.4%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2022$30,046,96878%$27,786,38875%$15,954,49247%
2021$16,905,4833%$15,908,8698%$10,857,7565%
2020$16,457,14917%$17,256,16622%$11,455,9343%
2019$14,104,61215%$14,134,93212%$11,171,7753%
2018$12,286,8768%$12,593,40113%$10,800,6775%
2017$11,395,23215%$11,137,86118%$11,394,2815%
2016$9,916,79616%$9,419,79211%$10,885,8106%
2015$8,538,5431%$8,490,6284%$10,315,0721%
2014$8,584,7117%$8,150,6411%$10,418,1112%
2013$8,001,02311%$8,039,2903%$10,179,9493%
2012$9,004,49418%$7,792,7741%$9,903,00617%
2011$7,656,090$7,740,791$8,473,116

Frequently Asked Questions

What does United Way Of Lee County Inc do?

United Way Of Lee County Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in Florida. It is classified under NTEE code T70 and is registered as a 501(c) tax-exempt organization with the IRS.

Is United Way Of Lee County Inc financially healthy?

Based on our 9-metric Financial Health Score model, United Way Of Lee County Inc has a score of 68/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does United Way Of Lee County Inc generate?

United Way Of Lee County Inc reports $27.0M in annual revenue and holds $14.9M in total assets, based on IRS filings.

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