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Nonprofit · EIN 23-7170214

UNITED WAY OF LEE COUNTY INC

Tax-exempt · LILLINGTON, NC 27546

Financials

$196K$167K2022$258K$183K2023$281K$202K2024
Revenue Expenses · by fiscal year end
Financials of UNITED WAY OF LEE COUNTY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$280,593$202,456$78,137$454,904$87,416$367,488
August 31, 2024990$257,581$183,355$74,226$377,078$87,727$289,351
August 31, 2023990-EZ$196,443$167,456$28,987$296,476$81,351$215,125
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$272,897
Program service revenue
$0
Investment income
$7,696
Other revenue
$0

Expenses

Grants and similar amounts paid
$75,992
Compensation of officers, directors and key employees
$57,644
Salaries, compensation and benefits (total)
$78,824
Professional fundraising fees
$0
Accounting fees
$6,987
Occupancy
$6,713
Travel
$2,728
Depreciation
$172
Program services (functional)
$146,947
Management and general (functional)
$30,667
Fundraising (functional)
$24,842

Balance sheet and other

Total assets, start of year
$377,078
Total assets, end of year
$454,904
Total liabilities, end of year
$87,416
Net assets, end of year
$367,488
Land, buildings and equipment
$343
Net assets without donor restrictions
$367,488
Gross receipts
$280,593
Employees
1
Year formed
1960
State of legal domicile
NC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
KENDRA MARTINEXECUTIVE DI
Trustee or director, Officer
40$57,644$16,770
SANDRA COX BOYDDIRECTOR
Trustee or director
2$0$0
BETH BRAYDIRECTOR
Trustee or director
2$0$0
SUSAN GOMEZTREASURER
Trustee or director, Officer
2$0$0
COURTNEY HOLCOMBDIRECTOR
Trustee or director
2$0$0
LINDA RHODESSECRETARY
Trustee or director, Officer
2$0$0
MILLER ROBINSDIRECTOR
Trustee or director
2$0$0
BRANDON SAMPSONDIRECTOR
Trustee or director
2$0$0
DAVIA WATSONDIRECTOR
Trustee or director
2$0$0
JULIE WEBBCHAIR
Trustee or director, Officer
2$0$0
CURT ZABELDIRECTOR
Trustee or director
2$0$0
990 for the year ended August 31, 2024: 13 people
NameTitleHours / weekCompensationOther / benefits
KENDRA MARTINEXECUTIVE DIRECTOR
Key employee
40$52,229$10,440
BUCKY HOLMESCHAIR
Trustee or director, Officer
2$0$0
SUSAN GOMEZTREASURER
Trustee or director, Officer
2$0$0
LINDA RHODESSECRETARY
Trustee or director, Officer
2$0$0
JULIE WEBBVICE CHAIR
Trustee or director, Officer
2$0$0
NIKKI JEFFERIESDIRECTOR
Trustee or director
2$0$0
BRANDON SAMPSONDIRECTOR
Trustee or director
2$0$0
COURTNEY HOLCOMBDIRECTOR
Trustee or director
2$0$0
BRENDA CLEGGDIRECTOR
Trustee or director
2$0$0
BETH BRAYDIRECTOR
Trustee or director
2$0$0
MILLER ROBINSDIRECTOR
Trustee or director
2$0$0
DAVIA WATSONDIRECTOR
Trustee or director
2$0$0
CURT ZABELDIRECTOR
Trustee or director
2$0$0
990-EZ for the year ended August 31, 2023: 11 people
NameTitleHours / weekCompensation
NIKKI JEFFERIESDIRECTOR2$0
COURTNEY HOLCOMBDIRECTOR2$0
BRENDA CLEGGDIRECTOR2$0
SANDRA LEWISDIRECTOR2$0
BRANDON SAMPSONDIRECTOR2$0
MILLER ROBINSDIRECTOR2$0
BUCKY HOLMESCHAIR2$0
JULIE WEBBVICE-CHAIR2$0
SUSAN GOMEZTREASURER2$0
LINDA RHODESSECRETARY2$0
KENDRA MARTINEXECUTIVE DIRECTOR40$0

Address and contacts

Address (IRS master file)
PO BOX 224, LILLINGTON, NC 27546-0224
Principal officer (990 for 2024)
JULIE WEBB
Signed the 990
JULIE WEBB, CHAIR
Phone
(919) 776-5823
Return prepared by
BENTON WHITAKER LLP

Mission

THE MISSION OF UNITED WAY IS TO INCREASE THE ORGANZIED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER.

990 for the year ended August 31, 2025

Program accomplishments

  • THE ORGANIZATION PROMOTES HUMAN CARE SERVICES BY CONDUCTING FUNDRAISING CAMPAIGNS TO PROVIDE FUNDING FOR ITS PARTNER AGENCIES.
    Expenses $75,992 · grants $75,992
  • THE ORGANIZATION IS INVOLVED IN COMMUNITY PROGRAMS AND INITIATIVES FOR THE RESIDENTS OF THE COMMUNITY.
    Expenses $70,955

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
23-7170214
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1962
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$454,904
Income (IRS master file)
$280,593

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$280,593$202,456$454,904XML
990August 2024$257,581$183,355$377,078XML
990-EZAugust 2023$196,443$167,456$296,476XML
990August 2022$170,755$157,692$254,514IRS
990August 2021–––IRS
990August 2020–––IRS
990August 2019–––IRS
990August 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7170214).

Questions about UNITED WAY OF LEE COUNTY INC

What is the EIN of UNITED WAY OF LEE COUNTY INC?
The employer identification number (EIN) of UNITED WAY OF LEE COUNTY INC is 23-7170214.
Is UNITED WAY OF LEE COUNTY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
Are donations to UNITED WAY OF LEE COUNTY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNITED WAY OF LEE COUNTY INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UNITED WAY OF LEE COUNTY INC due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNITED WAY OF LEE COUNTY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of UNITED WAY OF LEE COUNTY INC?
The 990 for the year ended August 31, 2025 names JULIE WEBB.
Who are the officers and directors of UNITED WAY OF LEE COUNTY INC?
The 990 for the year ended August 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $57,644 (KENDRA MARTIN, EXECUTIVE DI).
How much revenue does UNITED WAY OF LEE COUNTY INC have?
On its 990 for the year ended August 31, 2025 it reported revenue of $280,593, expenses of $202,456 and total assets of $454,904 at year end.

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