United Way Of Lake And Sumter Counties Inc
- Assets
- $3.7m
- Revenue
- $3.2m
- Investments
- $0.0
- Employees
- 22
- Location
- Leesburg, FL
- Founding
- 09/1967
- Data as of
- 12/2021
- EIN
- 59-1143758
Organization Overview
United Way Of Lake And Sumter Counties Inc is located in Leesburg, FL. The organization was established in 1967. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, United Way Of Lake And Sumter Counties Inc employed 22 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of Lake And Sumter Counties Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, United Way Of Lake And Sumter Counties Inc generated $3.2m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 13.0% each year . All expenses for the organization totaled $2.7m during the year ending 12/2021. While expenses have increased by 10.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Way Of Lake And Sumter Counties Inc has awarded 133 individual grants totaling $2,295,045. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
UWLS MISSION IS TO IMPROVE THE QUALITY OF LIFE IN LAKE AND SUMTER COUNTIES BY IMPROVING EDUCATION, INCREASING FINANCIAL STABILITY AND IMPROVING THE HEALTH OF OUR
Describe the Organization's Program Activity:
Part 3 - Line 4a
UNITED WAY OF LAKE AND SUMTER COUNTIES FOCUSES ON THE AREAS OF EDUCATION, INCOME AND HEALTH. UWLS FUNDS PROGRAMS THAT CONCENTRATE ON SCHOOL READINESS, EARLY GRADE LITERACY, GRADUATION FOR ALL AND PARENT TRAINING/EDUCATION. UWLS ALSO INVESTS IN PROGRAMS THAT PROVIDE SUPPORT FOR FINANCIAL STABILITY. THESE PROGRAMS HELP ADULTS IMPROVE THEIR EDUCATION LEVEL AND CREATE A MORE FINANCIALLY SECURE FUTURE. A THIRD AREA OF CONCENTATION IS HEALTH. UWLS SUPPORTS PROGRAMS THAT IMPROVE AND PROMOTE A HEALTHIER LIFESTYLE, PROVIDING ACCESSS TO HEALTH SERVICES AND NUTRITION RESOURCES TO SUPPORT OPPORTUNITIES FOR A HEALTHY LIFESTYLE. THEY ALSO SUPPORT ACCESS TO HEALTHCARE AND PREVENTATIVE CARE.
UNITED WAY OF LAKE AND SUMTER COUNTIES, INC. ALSO PROVIDES FINANCIAL ASSISTANCE FOR RENT AND UTILITIES TO INDIVIDUALS WHO HAVE BEEN IMPACTED BY THE COVID-19 PANDEMIC AND RELATING ECONOMIC HARDSHIPS.
UNDER THE SUPERVISION OF A MASTER TEACHER, EARLY CHILDHOOD TEACHERS APPLY KNOWLEDGE GAINED IN CLASSROOMS SETTINGS TO DEVELOP POSITIVE, PRACTICAL TEACHING SKILLS. WITH A FOCUS ON LANGUAGE DEVELOPMMENT, THE PROGRAM IS DESIGNED TO IMPROVE THE QUALITY PRESCHOOL EXPERIENCES, WHILE HELPING CHILDREN TO ENTER KINTERGARTEN READY TO SUCCEED.
MISSION UNITED IS A UNITED WAY PROGRAM THAT HELPS VETERANS, ACTIVE DUTY SERVICE MEMBERS AMD THEIR FAMILIES TAP INTO THE SERVICES THAY NEED TO RESUME CIVILIAN LIFE. UNITED WAY OF LAKE AND SUMTER COUNTIES ALSO PROVIDES AN INFORMATION AND REFERRAL SERVICE AS WELL AS A LOW INCOME TAX ASSISTANCE PROGRAM.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Monica Wofford CEO | Officer | 40 | $93,000 |
Emily Madak Director | OfficerTrustee | 3 | $0 |
Micheal Herrera Executive Board | OfficerTrustee | 3 | $0 |
Dr Laura Byrd Chair | OfficerTrustee | 5 | $0 |
Gene Kanikovsky Treasurer | OfficerTrustee | 3 | $0 |
Karen Hogans Secretary | OfficerTrustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $1,924,357 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,187,764 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,112,121 |
| Total Program Service Revenue | $0 |
| Investment income | $47,513 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,159,634 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $170,000 |
| Grants and other assistance to domestic individuals. | $1,408,313 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $563,308 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $17,275 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $27,662 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $11,225 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $25,509 |
| Insurance | $0 |
| All other expenses | $470,944 |
| Total functional expenses | $2,694,236 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $975,324 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $1,260,138 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $11,716 |
| Net Land, buildings, and equipment | $515,601 |
| Investments—publicly traded securities | $892,989 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $2,053 |
| Total assets | $3,657,821 |
| Accounts payable and accrued expenses | $103,466 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $237,439 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $387,083 |
| Total liabilities | $727,988 |
| Net assets without donor restrictions | $2,374,018 |
| Net assets with donor restrictions | $555,815 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $3,657,821 |
Grants Awarded
Over the last fiscal year, United Way Of Lake And Sumter Counties Inc has awarded $160,000 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
Leesburg, FL PURPOSE: Income/Education | $16,500 |
Umatilla, FL PURPOSE: Health | $15,500 |
Groveland, FL PURPOSE: Health | $14,000 |
Clermont, FL PURPOSE: Income | $14,000 |
Leesburg, FL PURPOSE: Health | $14,000 |
Lady Lake, FL PURPOSE: Income/Education | $14,000 |
Grants Recieved
Over the last fiscal year, we have identified 15 grants that United Way Of Lake And Sumter Counties Inc has recieved totaling $234,692.
| Awarding Organization | Amount |
|---|---|
Live Well Foundation Of South Lake Clermont, FL PURPOSE: IMPROVING ACCESS TO MEDICAL SERVICES FOR SOUTH LAKE'S VETERAN POPULATION. | $122,856 |
Bob Woodruff Family Foundation Inc New York, NY PURPOSE: LP FOOD INSECURITY AND SELF ASSSESMENT TOOL | $22,500 |
Mid Florida Homeless Coalition Inc Inverness, FL | | $17,667 |
Harry J Heeb Foundation Orlando, FL PURPOSE: GENERAL OPERATING | $15,000 |
Sumter Electric Cooperative Inc Sumterville, FL PURPOSE: SEE SCH. I, PART IV | $10,500 |
Raymond George And Ruth Bitner Fisher Found Dallas, TX PURPOSE: UNRESTRICTED GENERAL | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United Jewish Community Of Broward County Inc Davie, FL | $191,632,658 | $32,289,120 |
Jewish Federation Of South Palm Beach County Inc Boca Raton, FL | $220,329,393 | $31,215,392 |
United Way Of Lee County Inc Fort Myers, FL | $10,857,756 | $16,905,483 |
United Way Of Palm Beach County Inc West Palm Beach, FL | $24,619,192 | $14,282,959 |
United Way Of Brevard County Inc Rockledge, FL | $8,481,850 | $14,549,542 |
Ocean Reef Foundation Inc Key Largo, FL | $43,415,311 | $11,490,995 |
United Way Of Central Florida Inc Highland City, FL | $26,696,940 | $9,902,693 |
United Way Of The Coastal Empire Inc Savannah, GA | $26,438,024 | $9,161,083 |
United Way Of The Central Savannah River Area Inc Augusta, GA | $2,548,465 | $8,329,042 |
United Way Of The Chattahoochee Valley Inc Columbus, GA | $12,467,806 | $8,956,958 |
Town Of Palm Beach United Way Inc Palm Beach, FL | $16,686,552 | $8,087,830 |
The Jewish Federation Of Sarasota-Manatee Inc Sarasota, FL | $47,399,713 | $7,687,191 |