2025-02-11T13:58:23-06:00 2023-12-31 410746749 CliftonLarsonAllen LLP 4501 Tamiami Trail North Suite 200 Naples FL 341033548 990 2023-01-01 591005169 The United Way of Lee County Inc UNIT 2394332000 7273 Concourse Drive Fort Myers FL 33908 Jeannine Joy President and CEO 2394332000 2025-02-11 1 1 Amelia Cooper P00437898 2392628686 2025-02-11 2023 2025-03-06 01:10:19Z Jeannine Joy 7273 Concourse Drive Fort Myers FL 33908 47238073 0 X www.unitedwaylee.org X 1957 FL We are the United Way agency for Lee, Hendry, and Glades Counties. 65 64 97 4136 0 0 30130908 45133796 0 0 -85712 352906 1772 156170 30046968 45642872 21941948 34495453 0 0 4630900 5333609 0 0 680181 1213540 1813271 27786388 41642333 2260580 4000539 15954492 22123032 4854661 7696197 11099831 14426835 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 1 28125110 26525063 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: 1)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. 2) 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. 8908264 7242460 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 $7.2 million was distributed in 2023 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. 2100183 727930 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 emergency 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. 991767 0 Other program services for our members in need. 991767 0 40125324 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 2 0 97 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 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 Board Member 1.00 X 0 0 0 Beville Robert Board 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 L Board Member 1.00 X 0 0 0 Carfore Cindy S Board Member 1.00 X 0 0 0 Carroll Mary Beth 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 Desjarlais Roger J Immediate Past Chair 1.00 X X 0 0 0 Elliott Jerry Board Member 1.00 X 0 0 0 English Katherine R 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 Jean 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 Vice Chair 1.00 X 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 ldelson Charles 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 Pollock John M Board Member 1.00 X 0 0 0 Pontius Steve 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 Shearman Robert C Board Member 1.00 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 Hidalgo Michelle CFO 55.00 X 119217 0 14113 Joy Jeannine President/CEO 60.00 X 224669 0 31438 Pelle Hannah COO 55.00 X 128961 0 16908 472847 0 62459 3 0 1 0 0 3500 10433015 34697281 23592245 45133796 76939 76939 1864130 1588163 275967 275967 275967 25410 3500 7038 18372 18372 Miscelleneous 900099 137798 137798 137798 45642872 0 0 509076 25076285 25076285 9419168 9419168 535276 147818 336237 51221 3830456 3331172 220445 278839 185149 152615 9824 22710 446227 368625 42052 35550 336501 270894 40465 25142 29374 29374 235700 171351 14692 49657 41949 5284 36665 55967 32855 6969 16143 544142 522370 17530 4242 26930 20853 973 5104 12146 8548 2712 886 139241 139241 139376 97418 33486 8472 69567 21130 43099 5338 Program supplies 149193 149193 Utilities 117912 86204 22506 9202 Equipment and vehicles 92412 84076 5862 2474 Printing and postage 70436 16860 1594 51982 88926 8648 3724 76554 41642333 40125324 836828 680181 1761087 1079039 5680574 8723063 3189033 1471471 425969 366446 919960 4316186 48885 134578 3596802 1525516 1095665 2071286 2310274 2217796 523045 1743167 15954492 22123032 577465 622953 4277196 7073244 4854661 7696197 X 6070040 10401297 5029791 4025538 11099831 14426835 15954492 22123032 X 4000539 19157 -692692 X 0 1 X 1 1 1 X 14139697 16581800 16581358 30130908 45133796 122567559 14139697 16581800 16581358 30130908 45133796 122567559 3766926 118800633 161454 120644 123776 50135 62967 518976 123086535 0.96520 0.98170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2421643 389249 452271 14914 2343707 3016147 -429599 137978 26927 2421643 2757223 476940 202814 15202 3016147 2535007 350975 114804 13955 2757223 2151684 511360 114259 13778 2535007 1.00000 1 0 179192 179192 2801423 1166618 1634805 127049 7437 119612 241587 205069 36518 247551 146392 101159 2071286 Beneficial Interest In Assets Held by Others 125911 Right of Use Assets 1617256 1743167 Donor designations payable 91267 Lease liabilties 1635847 Refundable Advance - ARPA Grant 5340193 Deferred revenue 5937 7073244 X 44976375 19157 7038 26195 44950180 692692 692692 45642872 41649371 7038 7038 41642333 0 41642333 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, 2023 and 2022. Part XI, Line 2d - Other Adjustments: Fundraising expenses 7,038. Part XI, Line 4b - Other Adjustments: Uncollectible pledges 692,692. Part XII, Line 2d - Other Adjustments: Fundraising expenses 7,038. Swing into Spring 28910 3500 25410 604 6315 119 28910 3500 25410 604 6315 119 7038 18372 1 Abuse Counseling and Treatment (ACT) 407 Center Road Fort Myers Fort Myers FL 33907 591864735 501(c)(3) 435632 0 n/a n/a Allocation for General Support Adventures in Missions 6000 Wellspring Trail Gainesville GA 30506 650133113 501(c)(3) 0 119168 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 AHF ICAN 2231 McGregor Boulevard Fort Myers FL 33901 954112121 501(c)(3) 90000 0 n/a n/a Allocation for General Support Aids Healthcare Foundation 2231 McGregor Boulevard Fort Myers FL 33901 954112121 501(c)(3) 46000 0 n/a n/a Allocation for General Support Alliance for the Arts 10091 McGregor Blvd Fort Myers FL 33919 510182649 501(c)(3) 22500 2226 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) 236219 0 n/a n/a Allocation for General Support American Legion 1857 Jackson Street Fort Myers FL 33901 473043441 501(c)(3) 0 124849 FMV Flooring Allocation for General Support American Red Cross Florida's Southern Gulf 7051 Cypress Terrace Suite 110 Fort Myers FL 33907 530196605 501(c)(3) 66000 0 n/a n/a Allocation for General Support Amigos Center 1560 Matthew Drive Suite A Fort Myers FL 33907 593646095 501(c)(3) 10000 0 n/a n/a Allocation for General Support ANA's Friends 11691 Gateway Blvd Suite 102 Fort Myers FL 33913 592296529 501(c)(3) 0 19973 FMV Furniture Allocation for General Support Beach Baptist Church 130 Connecticut St Fort Myers Beach FL 33931 592495484 501(c)(3) 0 62710 FMV Furniture Allocation for General Support Beacon of HOPE 5090 Doug Taylor Circle St James City FL 33956 030551791 501(c)(3) 54000 15297 FMV Furniture Allocation for General Support Beesleys Paw Prints 7273 Concourse Drive Fort Myers FL 33908 591005169 501(c)(3) 0 5885 FMV Homegoods Allocation for General Support Big Brothers Big Sisters of the Sun Co 1000 South Tamiami Trail Venice FL 34285 591361826 501(c)(3) 75000 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) 57000 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) 108900 2080 FMV Furniture Allocation for General Support Bonita Springs (FL) Lions Eye Clinic 10322 Pennsylvania Ave Bonita Springs FL 34135 450560906 501(c)(3) 80500 7412 FMV Furniture Allocation for General Support Boy Scouts of America Southwest Florida Council 1801 Boy Scout Drive Fort Myers FL 33907 591150488 501(c)(3) 165200 0 n/a n/a Allocation for General Support Boys & Girls Clubs of Lee County 9371 Cypress Lake Drive Unit 5 Fort Myers FL 33919 592013870 501(c)(3) 365017 0 n/a n/a Allocation for General Support Cafe of Life 10540 Childers Street Bonita Springs FL 34135 650832961 501(c)(3) 32000 0 n/a n/a Allocation for General Support Camelot 4150 Ford Street Ext Suite 1-C Fort Myers FL 33916 311659302 501(c)(3) 0 27957 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 Shelter 325 SW 2nd Avenue Cape Coral FL 33991 813632884 501(c)(3) 26182 0 n/a n/a Allocation for General Support CASL-Community Assisted & Supported Living 2911 Fruiteville Rd Sarasota FL 34237 650869993 501(c)(3) 175000 0 n/a n/a Allocation for General Support Catholic Charities of Lee Hendry & Gl 4235 Michigan Ave Link Fort Myers FL 33916 592473176 501(c)(3) 352560 0 n/a n/a Allocation for General Support Center for Progress & Excellence 1500 Colonial Blvd Suite 233 Fort Myers FL 33905 474810710 501(c)(3) 84867 0 n/a n/a Allocation for General Support Centerstone of Florida 44 Vantage Way St 400 Nashville TN 37228 200072992 501(c)(3) 595240 0 n/a n/a Allocation for General Support Child Care of Southwest Florida 6831 Palisades Park Ct Suite 6 Fort Myers FL 33912 596198583 501(c)(3) 175995 92258 FMV Furniture & Housewares Allocation for General Support Children's Advocacy Center of Southwest Florida 3830 Evans Avenue Fort Myers FL 33901 650007620 501(c)(3) 363600 0 n/a n/a Allocation for General Support Children's Home Society of Florida - Southwest Division 13650 Fiddlesticks Blvd Ste 202-296 Fort Myers FL 33912 590192430 501(c)(3) 151386 0 n/a n/a Allocation for General Support Children's Network of SWFL 2232 Altamont Ave Fort Myers FL 33901 204968228 501(c)(3) 186010 83858 FMV Furniture Allocation for General Support Christian Medical Ministries 13450 Parker Commons Blvd 103 Fort Myers FL 33912 472641606 501(c)(3) 89191 0 n/a n/a Allocation for General Support Chrysallis Wellness 11932 Fairway Lakes Drive Fort Myers FL 33913 845111847 501(c)(3) 220000 0 n/a n/a Allocation for General Support Community Cooperative 3429 Dr Martin Luther King Jr Blvd Fort Myers FL 33916 592602772 501(c)(3) 456420 0 n/a n/a Allocation for General Support Community Partnership Schools 7273 Concourse Drive Fort Myers FL 33908 591005169 501(c)(3) 0 3571804 FMV Furniture & Housewares Allocation for General Support Deaf & Hard of Hearing Center 1860 Boy Scout Drive B208 Fort Myers FL 33907 582398372 501(c)(3) 76986 0 n/a n/a Allocation for General Support Department of Children and Families 2295 Victoria Ave Fort Myers FL 33901 593458463 501(c)(3) 0 77742 FMV Housewares Allocation for General Support Dr Piper Center for Social Services 2607 Dr Ella Piper Way Fort Myers FL 33916 650788551 501(c)(3) 160976 473 FMV Furniture Allocation for General Support Dress for Success 12995 S Cleveland Ave Suite 153 Fort Myers FL 33907 272177347 501(c)(3) 98000 4486 FMV Furniture & Housewares Allocation for General Support Early Learning Coalition of Southwest Florida 2675 Winkler Ave St 300 Fort Myers FL 33901 651144775 501(c)(3) 68750 0 n/a n/a Allocation for General Support Earn To Learn 9160 Forum Corporate Parkway 321 Fort Myers FL 33905 452514055 501(c)(3) 28252 0 n/a n/a 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 834 FMV Furniture Allocation for General Support FISH of Sanibel-Captiva 2430 Periwinkle Way Sanibel FL 33957 208892375 501(c)(3) 67500 181726 FMV Housewares Allocation for General Support Family Heath Centers 1926 Victoria Ave Fort Myers FL 33902 591741273 501(c)(3) 203767 0 n/a n/a Allocation for General Support Family Initiative 734 SW 4th Street Cape Coral FL 33991 461528487 501(c)(3) 654600 0 n/a n/a Allocation for General Support FGCU FoundationPSEPScholars Program 10501 FGCU Blvd S Fort Myers FL 33965 650403969 501(c)(3) 29800 0 n/a n/a Allocation for General Support Florida Treatment for Change 2180 Maravilla Ln Unit 1 Fort Myers FL 33901 833521116 501(c)(3) 16000 58079 FMV Furniture Allocation for General Support Friendship Centers 5272 Summerlin Commons Way Fort Myers FL 33907 591522614 501(c)(3) 30000 0 n/a n/a 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 Goodwill Industries of Southwest Florida 5100 Tice St Fort Myers FL 33905 596196141 501(c)(3) 256368 1250 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) 45000 13768 FMV Pet Food Allocation for General Support Habitat 4 Humanity 12751 New Brittany Blvd Suite 100 Fort Myers FL 33907 592236174 501(c)(3) 0 332365 FMV Housewares Allocation for General Support Harry Chapin Food Bank of Southwest Florida 3760 Fowler St Fort Myers FL 34288 592332120 501(c)(3) 190345 9709 FMV Furniture & Housewares Allocation for General Support Healing Stitches 1621 N Tamiami Trl Unit 4 N Fort Myers FL 33903 472565110 501(c)(3) 0 25731 FMV Furniture Allocation for General Support Health Planning Council 8961 Daniels Center Drive Fort Myers FL 33912 592269305 501(c)(3) 183536 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) 160928 10500 FMV Furniture Allocation for General Support Hearts and Homes for Veterans 2230 Alicia Street Fort Myers FL 33917 462570640 501(c)(3) 64297 70713 FMV Furniture & Housewares Allocation for General Support Hermanos Unidos 2908 11th St SW Lehigh Acres FL 33976 475315209 501(c)(3) 45000 0 n/a n/a Allocation for General Support HH Veterans 2440 Thompson St Fort Myers FL 33901 596000702 501(c)(3) 0 39176 FMV Housewares Allocation for General Support HOPE Clubhouse 3602 Broadway Fort Myers FL 33901 300437443 501(c)(3) 156176 0 n/a n/a Allocation for General Support Hope HealthCare Services 9470 Healthpark Circle Fort Myers FL 33908 592128697 501(c)(3) 310612 0 n/a n/a Allocation for General Support I WILL Mentorship Foundation 3903 MLK Blvd Suite B Fort Myers FL 33916 473761436 501(c)(3) 141400 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) 223994 0 n/a n/a Allocation for General Support Interfaith Charities of South Lee 17592 Rockefeller Circle Fort Myers FL 33967 650362473 501(c)(3) 202217 0 n/a n/a Allocation for General Support Jewish Federation 9701 Commerce Center Ct Fort Myers FL 33908 592668992 501(c)(3) 43833 500690 FMV Furniture Allocation for General Support Junior Achivement of SWFL 13241 University Drive St 102 Fort Myers FL 33907 650503084 501(c)(3) 64278 0 n/a n/a Allocation for General Support LARC 2570 Hanson Street Fort Myers FL 33901 590968911 501(c)(3) 310178 0 n/a n/a Allocation for General Support Lee County Housing Authority 14170 Warner Cir Fort Myers FL 33903 650295038 501(c)(3) 94022 0 n/a n/a Allocation for General Support Lee County Housing Development 3677 Central Ave Suite F Fort Myers FL 33901 650295038 501(c)(3) 0 13764 FMV Housewares 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 n/a Allocation for General Support Lee County Legal Aid Society 2400 First St Ste 214 Fort Myers FL 33901 591163686 501(c)(3) 423798 0 n/a n/a Allocation for General Support Lee County School District PO Box 1608 Fort Myers FL 33902 592637849 501(c)(3) 0 651870 FMV Furniture & Housewares 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 n/a Allocation for General Support Lee County Sheriff's Office PAL 3280 Marion Street Fort Myers FL 33916 650118480 501(c)(3) 0 12383 FMV Furniture Allocation for General Support Lehigh Community Services 201 Plaza Dr Lehigh Acres FL 33936 591773738 501(c)(3) 105600 0 n/a n/a Allocation for General Support Lighthouse of SWFL 35 W Mariana Ave N Fort Myers FL 33903 591665257 501(c)(3) 180857 2750 FMV Furniture Allocation for General Support Literacy Council of the Gulf Coast 26820 Old 41 Road Bonita Springs FL 34135 650153890 501(c)(3) 190500 0 n/a n/a Allocation for General Support Lutheran Services 3615 Central Avenue 4 Fort Myers FL 33901 592198911 501(c)(3) 25000 0 n/a n/a Allocation for General Support McGregor Clinic 3487 Broadway Fort Myers FL 33901 650922489 501(c)(3) 54026 9053 FMV Furniture Allocation for General Support Meals of Hope 2221 Corporation Boulevard Naples FL 34109 270268307 501(c)(3) 15000 0 n/a n/a Allocation for General Support Midwest Food Bank 5601 Division Dr Fort Myers FL 33905 412120170 501(c)(3) 418000 3193 FMV Housewares Allocation for General Support Multi Agency Warehouse Volunteer Florida Foundation 1545 Raymond Diehl Road Suite 250 Tallahassee FL 33208 010973168 501(c)(3) 0 78239 FMV Housewares Allocation for General Support Multiple Sclerosis Center of Southwest Florida 8200 Health Center Blvd Suite 104 Estero FL 34135 Estero FL 34135 311763776 501(c)(3) 135125 3520 FMV Housewares Allocation for General Support NAMI Lee County 8191 College Parkway Fort Myers FL 33919 650122844 501(c)(3) 84000 0 n/a n/a Allocation for General Support New Horizons of SWFL PO Box 111833 Naples FL 34108 113678086 501(c)(3) 134093 0 n/a n/a Allocation for General Support Our Mother's Home of Southwest Florida 7438 Carrier RD Fort Myers FL 33967 650510103 501(c)(3) 162848 0 n/a n/a Allocation for General Support PACE Center for Girls of Lee County 3800 Evans Avenue Fort Myers FL 33901 592414492 501(c)(3) 147600 0 n/a n/a Allocation for General Support Partners for Breast Cancer Care 9470 Healthpark Circle Fort Myers FL 33908 650290568 501(c)(3) 38000 0 n/a n/a Allocation for General Support Phoenix House 410 NE 25th Ave Cape Coral FL 33909 873029852 501(c)(3) 0 9168 FMV Furniture Allocation for General Support Pine Manor Resilency Hub 5547 10th Ave Fort Myers FL 33906 650133208 501(c)(3) 45795 0 n/a n/a Allocation for General Support Premier Mobile Health Services 10676 Colonial Suite 20 Fort Myers FL 33906 825372657 501(c)(3) 234212 0 n/a n/a Allocation for General Support Project Dentists Care 2051 McGregor Blvd Fort Myers FL 33901 650822909 501(c)(3) 119625 0 FMV n/a Allocation for General Support Providence Family 200 East Big Beaver Road Troy FL 48083 800933776 501(c)(3) 23958 0 n/a n/a Allocation for General Support Quality Life Center 3210 Dr Martin Luther King Jr Blvd Fort Myers FL 33916 650321309 501(c)(3) 431822 189140 FMV Furniture & Housewares Allocation for General Support RCMA 402 West Main Street Immokalee FL 34142 591221966 501(c)(3) 19500 0 n/a n/a Allocation for General Support Reach Global 6798 Plantation Pines Rd Fort Myers FL 33966 410721671 501(c)(3) 0 68138 FMV Furniture Allocation for General Support Rebuilding Together 3914 N 301 Hwy Suite 700 Tampa FL 33619 593664580 501(c)(3) 0 136325 FMV Housewares Allocation for General Support SalusCare 3763 Evans Avenue Fort Myers FL 33901 591287693 501(c)(3) 338359 0 n/a n/a Allocation for General Support Salvation Army of Lee Hendry & Glades 10291 McGregor Boulevard Fort Myers FL 33919 580660607 501(c)(3) 305845 0 n/a n/a Allocation for General Support Samaritan Health & Wellness Center 643 Cape Coral Pkwy E Unit B Cape Coral FL 33904 460922358 501(c)(3) 260000 0 n/a n/a Allocation for General Support Saving Souls 13118 Feather Sound Dr Apt 209 Fort Myers FL 33919 843791303 501(c)(3) 0 33825 FMV Furniture Allocation for General Support School Resource Center 7273 Concourse Drive Fort Myers FL 33908 591005169 501(c)(3) 0 1425069 FMV Clothing & Housewares Allocation for General Support Senior Friendship Centers of Lee County 5272 Summerlin Commons Way Fort Myers FL 33907 591522614 501(c)(3) 49694 0 n/a n/a Allocation for General Support Sister Corps 1032 E 7th Street Houston TX 77009 834688566 501(c)(3) 0 7352 FMV Housewares Allocation for General Support Special Equestrians 5121 Staley Road Fort Myers FL 33905 650250071 501(c)(3) 64513 0 n/a n/a Allocation for General Support Southwest Florida Free Pain Clinic 13450 Parker Commons Blvd 103 Fort Myers FL 33912 472641606 501(c)(3) 20000 0 n/a n/a 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) 380762 0 n/a n/a Allocation for General Support Sunrise Community of SW Florida 42 S Francisco Street Clewiston FL 33440 591796622 501(c)(3) 10000 0 n/a n/a Allocation for General Support Teen Challenge 1805 Cypress Drive Fort Myers FL 33907 112510315 501(c)(3) 0 26407 FMV Housewares Allocation for General Support The Center for Progress and Excellence 1500 Colonial Blvd Suite 233 Fort Myers FL 33905 474810710 501(c)(3) 0 11313 FMV Furniture 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 14928 FMV Furniture & Houseware Allocation for General Support The Heights Center 15570 Hagie Drive Fort Myers FL 33908 455595206 501(c)(3) 66500 0 n/a n/a Allocation for General Support The Lee County Coalition for a Drug-Free Southwest Florida PO Box 61688 Fort Myers FL 33906 593052892 501(c)(3) 22159 0 n/a n/a Allocation for General Support The Sky Family YMCA FM and Bonita 701 Center Rd Venice FL 34285 591629660 501(c)(3) 279846 0 n/a n/a Allocation for General Support United Way of Lee County 7273 Concourse Drive Fort Myers FL 33908 591005169 501(c)(3) 0 428475 FMV Furniture & Houswares Allocation for General Support Valerie's House 1762 Fowler Street Fort Myers FL 33902 473701240 501(c)(3) 222000 0 n/a n/a Allocation for General Support Good360 675 N Washington St Suite 330 Alexandria VA 22314 541282616 501(c)(3) 0 2012707 FMV Furniture & Houswares Allocation for General Support 123 Direct Assistance 7594 851174 Furniture and Housewares to Hurricane Ian Survivors 21420 0 8567994 FMV Furniture and Housewares 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/CEO 189669 0 35000 0 0 0 16231 0 15207 0 256107 0 0 0 Part I, Line 3 President's compensation approved and determined by the Board on an annual basis. The review process, done annually, 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 23592245 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 3 The United Way of Lee County, Inc. continues to assist our community with Hurricane Ian recovery and rebuilding efforts. Many families are still repairing their homes from the catastrophic destruction. The United Way Gifts In Kind program saw unprecedented donations in 2023 and was in turn able to help thousands of households and nonprofits with rebuilding. These efforts will continue over the next several years. The 2023 Agency revenue is earmarked for Hurricane Recovery efforts. 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 the 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, 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 -692,692.