The United Way of Lee County Inc
The United Way of Lee County Inc, which operates as United Way of Lee, Hendry, and Glades, is a public charity based in Fort Myers, Florida. It supports a network of human-service programs through fundraising, fund distribution, community building, volunteer advancement, and information and referral.
Key facts about The United Way of Lee County Inc
In short: The United Way of Lee County Inc gave $21.2M across 146 grants in 2024 (avg $145K), mostly in Florida. 33% of 2024 grantees were new. Source: 2024 IRS Form 990.
- EIN
- 59-1005169
- Latest 990 filing
- Form 990, 2024
- Annual giving (2024)
- $21,224,512
- Grants made (2024)
- 146
- Average grant
- $145,373
- Median grant
- $64,128
- New grantees (estimate)
- 33% first-time grantees (47 of 144, 2024)
- Total assets
- $14,868,316
- Primary geography
- Florida (97% of itemized 2024 grant dollars)
- How to apply
- Eligible, locally based organizations may apply annually for partner-agency membership through the online application system. Full details ↓
Data from IRS Form 990, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990 · View filing
Total Assets
$14.9M
-32.8% YoY
Annual Giving
$21.2M
-13.3% YoY
Grant Count
146
+18.7% YoY
Avg Grant Size
$145K
-26.9% YoY
Is The United Way of Lee County Inc open to new grantees?
33%
first-time grantees, 2024
In 2024, 47 of 144 grantees (33%) were first-time recipients. First grants averaged $170K; repeat grants $136K. How we count
Medians: $32K first-time, $77K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The organization’s mission is to improve the quality of life for all people in its community. It says its Community Impact Fund supports programs focused on strengthening families, building resiliency for vulnerable populations, supporting youth, and empowering communities.
Its 2024 grants included organizations serving varied needs. For example, Community Cooperative describes its mission as ending hunger and homelessness in an individual recipient through meals, groceries, social services, and education. SalusCare says it provides behavioral healthcare; Lee County Legal Aid Society provides eligible Lee County residents with legal services, including family-law assistance; and Boys & Girls Clubs of Lee County works to help young people reach their full potential. LARC says it supports people with disabilities and their families.
Grantmaking
The largest reported grants included:
The listed purposes for these grants are “Allocation for General Support.” The 2025 Fund Distribution Handbook describes an annual review process in which community-leader teams evaluate applications for the next year’s funding. The organization says partner agencies submit complete applications through its online application system. Membership applications are accepted annually from eligible, locally based organizations that meet current criteria; minimum eligibility requirements are in the Fund Distribution Handbook. The Fund Distribution page describes volunteers reviewing applications, meeting virtually, visiting agencies, and making funding recommendations, which go to the board in June.
How to Apply
Eligible, locally based organizations may apply annually for partner-agency membership through the online application system. Applications are reviewed through the volunteer-led Fund Distribution process.
Ready to take the next step with The United Way of Lee County Inc?
Geographic Focus
Where this funder awards grants
The organization describes its community and services in terms of Lee, Hendry, and Glades Counties. In 2024, 95% of grant dollars went to recipients in Florida, 5% to Tennessee, and less than 1% to Virginia.
Grant Distribution by State
Share of 2024 grant dollars across all 146 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $7.6M (2020) to $24.5M (2023). In 2024 it made 146 grants totaling $21.2M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Disaster Recovery Multiple Partners ($1.5M). Together the top 10 received $7.8M.
Organizations only. It also paid 2 grants to individuals ($289,721), which are not listed by name.
Grant Size Distribution
576 grants across all recorded years
The most common grant size was under $50K: 251 grants of 576 (44%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Disaster Recovery Multiple Partners Fort Myers, FL | Allocation for General Support | $1,534,707 |
| FISH of Sanibel-Captiva Sanibel, FL | Allocation for General Support | $1,002,463 |
| United Way School Resource Center (SRC) Fort Myers, FL | Allocation for General Support | $865,570 |
| United Way CPS General Fort Myers, FL | Allocation for General Support | $796,219 |
| Multi Agency Warehouse Tallahassee, FL | Allocation for General Support | $660,832 |
| Lee County Housing Development Fort Myers, FL | Allocation for General Support | $643,098 |
| Abuse Counseling and Treatment (ACT) Fort Myers, FL | Allocation for General Support | $617,305 |
| United Way Fort Myers, FL | Allocation for General Support | $610,837 |
| The Salvation Army of Lee Hendry & Glades Fort Myers, FL | Allocation for General Support | $570,323 |
| Children's Advocacy Center of Southwest Florida Fort Myers, TN | Allocation for General Support | $452,756 |
Financial History
Multi-year comparison from IRS filings
Reported filing-year financials:
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $14,868,316 | $26,999,177 | $28,798,926 | $9,143,696 |
| 2023 | $22,123,032 | $45,642,872 | $41,642,333 | $13,868,306 |
| 2022 | $15,954,492 | $30,046,968 | $27,786,388 | $11,316,952 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $14,868,316 | $22,123,032 | $15,954,492 |
| Revenue | $26,999,177 | $45,642,872 | $30,046,968 |
| Expenses | $28,798,926 | $41,642,333 | $27,786,388 |
| Net Investment Income | $415,354 | $352,906 | $-85,712 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS March 13, 2023)
- Updated Form 990 for fiscal year 2022 (received by the IRS December 4, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS February 11, 2025)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 16, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists R. Noelle Branning as Board Chair and Robert Beville as Immediate Past Chair. Listed board members include Julian Agollari, Kevin Anderson, Patricia J. Bell, Christopher S. Bernier, Gary Brooks, Gary Bryant, Cindy S. Carfore, and Nick Chlumsky.
The United Way of Lee County Inc is led by Joy Jeannine, President & Chief Executive Officer since 2024 (on filings since 2023); 4 of 72 officers listed in 2024 are compensated.
Officers on the 2024 filing
Joy Jeannine
President & Chief Executive Officer
President & CEO → President & Chief Executive Officer, 2024
On filings since 2023
60 hrs/week
$225K (2023) → $228K (2024)
Branning R Noelle
Board Chair
Officer → Vice Chair, 2022
Vice Chair → Board Chair, 2023
On filings since 2020
1 hr/week
No compensation reported
Humphreys Matthew
Board Chair
Board Member → Vice Chair, 2023
Vice Chair → Board Chair, 2024
On filings since 2020
1 hr/week
No compensation reported
Hidalgo Michelle
Chief Financial Officer
CFO → Chief Financial Officer, 2024
On filings since 2022
55 hrs/week
$77K (2022) → $127K (2024)
Pelle Hannah
Chief Operating Officer
COO → Chief Operating Officer, 2024
On filings since 2022
55 hrs/week
$116K (2022) → $132K (2024)
Boyd Connie
Chief Hr & Facilities Officer
New on the 2024 filing
55 hrs/week
$103K (2024)
Agollari Julian
Board Member
On filings since 2020
1 hr/week
No compensation reported
Bell Patricia J
Board Member
On filings since 2020
1 hr/week
No compensation reported
Beville Robert
Immediate Past Chair
Board Member → Board Chair, 2022
Board Chair → Immediate Past Chair, 2024
On filings since 2020
1 hr/week
No compensation reported
Brooks Gary
Board Member
On filings since 2020
1 hr/week
No compensation reported
Carfore Cindy S
Board Member
On filings since 2020
1 hr/week
No compensation reported
Chlumsky Nick
Board Member
On filings since 2020
1 hr/week
No compensation reported
Clinger John
Board Member
On filings since 2020
1 hr/week
No compensation reported
Collins Michael
Board Member
On filings since 2020
1 hr/week
No compensation reported
Fry David L
Board Member
On filings since 2020
1 hr/week
No compensation reported
Goss Chauncey P
Board Member
On filings since 2020
1 hr/week
No compensation reported
Griffin Gary H
Board Member
On filings since 2020
1 hr/week
No compensation reported
Hawkins Cynthia M
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Hendry Beth
Board Member
On filings since 2020
1 hr/week
No compensation reported
Herzog Wane
Board Member
On filings since 2020
1 hr/week
No compensation reported
Hudson Michelle
Board Member
On filings since 2020
1 hr/week
No compensation reported
Idelson Charles
Board Member
On filings since 2020
1 hr/week
No compensation reported
Jackson Sally
Board Member
On filings since 2020
1 hr/week
No compensation reported
Johnson Calli
Board Member
On filings since 2020
1 hr/week
No compensation reported
Lapi Tony
Board Member
On filings since 2020
1 hr/week
No compensation reported
Lucas David
Board Member
On filings since 2020
1 hr/week
No compensation reported
Makurat Paul
Board Member
On filings since 2020
1 hr/week
No compensation reported
Miller Charlotte
Board Member
On filings since 2020
1 hr/week
No compensation reported
Moreland Victoria
Board Member
On filings since 2020
1 hr/week
No compensation reported
Motzer Bill
Board Member
On filings since 2020
1 hr/week
No compensation reported
Nelson Stan
Board Member
On filings since 2020
1 hr/week
No compensation reported
Nygaard Scott
Board Member
On filings since 2020
1 hr/week
No compensation reported
O'Berski Dan
Board Member
On filings since 2020
1 hr/week
No compensation reported
O'Donnell Patricia
Board Member
On filings since 2020
1 hr/week
No compensation reported
Oliver David
Board Member
On filings since 2020
1 hr/week
No compensation reported
Pontius Steve
Board Member
On filings since 2020
1 hr/week
No compensation reported
Ryan Karen L
Board Member
Board Member → Officer, 2021
Officer → Board Member, 2022
On filings since 2020
1 hr/week
No compensation reported
Shearman Robert C
Board Member
Board Member → Immediate Past Chair, 2022
Immediate Past Chair → Board Member, 2023
On filings since 2020
1 hr/week
No compensation reported
Simmering Bryan
Board Member
On filings since 2020
1 hr/week
No compensation reported
Todd Ted
Board Member
On filings since 2020
1 hr/week
No compensation reported
Uhler Tom
Board Member
On filings since 2020
1 hr/week
No compensation reported
White A Scott
Board Member
On filings since 2020
1 hr/week
No compensation reported
Anderson Kevin
Board Member
On filings since 2021
1 hr/week
No compensation reported
Joyce John
Board Member
On filings since 2021
1 hr/week
No compensation reported
Karnes Kevin
Board Member
On filings since 2021
1 hr/week
No compensation reported
Kershaw Andrea
Board Member
On filings since 2021
1 hr/week
No compensation reported
Klein David
Board Member
On filings since 2021
1 hr/week
No compensation reported
Martus Stephen
Board Member
On filings since 2021
1 hr/week
No compensation reported
Parrish Harlan C
Board Member
On filings since 2021
1 hr/week
No compensation reported
Vertich Corey
Board Member
Officer → Board Member, 2022
On filings since 2021
1 hr/week
No compensation reported
Wallace Darren
Board Member
On filings since 2021
1 hr/week
No compensation reported
Wilks Earnest J
Board Member
On filings since 2021
1 hr/week
No compensation reported
Zwack Matthew
Board Member
On filings since 2021
1 hr/week
No compensation reported
McMillion Tracy
Board Member
On filings since 2022
1 hr/week
No compensation reported
Mullinax Landon
Board Member
On filings since 2022
1 hr/week
No compensation reported
Mundy Barbara
Board Member
On filings since 2022
1 hr/week
No compensation reported
Rodriguez Victoria
Assistant Treasurer
On filings since 2022
1 hr/week
No compensation reported
Hansen Chris
Board Member
On filings since 2023
1 hr/week
No compensation reported
Matter Gary
Board Member
On filings since 2023
1 hr/week
No compensation reported
Phillips April
Board Member
On filings since 2023
1 hr/week
No compensation reported
Rogers Carolyn
Board Member
On filings since 2023
1 hr/week
No compensation reported
Bernier Christopher S
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Bryant Gary
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Hartman Barbara
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Lucas Brian
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Pogar Janet
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Prather Will
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Rivera Peter
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Santos Jay
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Snell Mary
Secretary
New on the 2024 filing
1 hr/week
No compensation reported
Streger John
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Williams Christy
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (38)
- Former: Bryant Gary L (2020–2023) — Board Member
- Former: Carroll Mary Beth (2020–2023) — Board Member
- Former: Desjarlais Roger J (2020–2023) — Immediate Past Chair
- Former: Elliott Jerry (2020–2023) — Board Member
- Former: Hartman Barbara Jean (2020–2023) — Board Member
- Former: Pollock John M (2020–2023) — Board Member
- Former: Snell Mary Vlasak (2020–2023) — Secretary
- Former: Cisneros Molloy Cora (2021–2023) — Board Member
- Former: English Katherine R (2021–2023) — Board Member
- Former: St Amand Dotty J (2021–2023) — Board Member
- Former: Bernier Christopher (2022–2023) — Board Member
- Former: Catti Joseph R (2020–2022) — Board Member
- Former: Jeannine Joy (2020–2022) — President & CEO
- Former: Hernandez Rob (2022) — Board Member
- Former: Kazemi Saeed (2020–2021) — Board Member
- Former: Lafferty Jennifer (2020–2021) — Board Member
- Former: Loyola Victoria (2020–2021) — Board Member
- Former: Perry Tommy (2020–2021) — Board Member
- Former: Pruitt Angela J (2021) — Board Member
- Former: Alderman Betsy (2020) — Board Member
- Former: Clark Michael (2020) — Board Member · Filing note: Thru 620
- Former: Dale David (2020) — Board Member
- Former: Doggett Linda (2020) — Board Member
- Former: Englilsh Katherine Honorary (2020) — Board Member
- Former: Folk Craig R (2020) — Board Member
- Former: George Lowell (2020) — Board Member
- Former: Hart Larry (2020) — Board Member
- Former: Heath Patricia M (2020) — Board Member · Filing note: Thru 620
- Former: Hughes Amy (2020) — Board Member
- Former: Kershaw Andrea McNiff (2020) — Board Member
- Former: Kleinfield Cary (2020) — Board Member · Filing note: Thru 420
- Former: Lewis Kevin B (2020) — Board Member
- Former: Molloy Cora (2020) — Board Member
- Former: Pruitt Angela (2020) — Board Member
- Former: Schreiner Dean E (2020) — Board Member
- Former: Tejero Jordi (2020) — Board Member
- Former: Webb R Mark (2020) — Board Member · Filing note: Thru 620
- Former: Wells Jessica (2020) — Board Member · Filing note: Thru 620
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $228K, to Joy Jeannine (President/Chief Executive Officer). 4 officers or directors reported compensation on that filing.
Contact
Mailing address: 7273 Concourse Drive, Fort Myers, FL 33908
Phone: (239) 433-2000
Website: https://unitedwaylee.org
Frequently asked questions about The United Way of Lee County Inc
How much does The United Way of Lee County Inc give each year?
The United Way of Lee County Inc gave $21.2M across 146 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $24.5M across 123 grants.
What is The United Way of Lee County Inc's typical grant size?
The United Way of Lee County Inc's median grant in 2024 was $64,128, and its average grant was $145,373, across 146 grants on its 2024 IRS Form 990. Organizations receiving their first grant from The United Way of Lee County Inc that year got $170K on average.
Where does The United Way of Lee County Inc give grants?
The United Way of Lee County Inc gives mostly in Florida: 97% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Fort Myers, FL (101 grants), Bonita Springs, FL (7 grants), Cape Coral, FL (5 grants) and Venice, FL (4 grants).
Does The United Way of Lee County Inc give general operating support?
Yes: 100% of The United Way of Lee County Inc's 2024 grants with a stated purpose (146 of 146) were for general or operating support, per its 2024 IRS Form 990.
Who are The United Way of Lee County Inc's largest grantees?
The United Way of Lee County Inc's largest 2024 grantees include Disaster Recovery Multiple Partners ($1,534,707), FISH of Sanibel-Captiva ($1,002,463) and United Way School Resource Center (SRC) ($865,570), according to its 2024 IRS Form 990. It also paid 2 grants to individuals ($289,721), which are not listed by name. Together they received 16% of its itemized 2024 grant dollars.
How large is The United Way of Lee County Inc?
The United Way of Lee County Inc reported $14.9M in total assets on its 2024 IRS Form 990. Its revenue that year was $27.0M.
What does The United Way of Lee County Inc fund?
The organization’s mission is to improve the quality of life for all people in its community. It says its Community Impact Fund supports programs focused on strengthening families, building resiliency for vulnerable populations, supporting youth, and empowering communities. See mission & focus areas ↑
How do I apply for a grant from The United Way of Lee County Inc?
Eligible, locally based organizations may apply annually for partner-agency membership through the online application system. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The United Way of Lee County Inc's EIN?
The United Way of Lee County Inc's EIN (Employer Identification Number) is 59-1005169. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Here's the math on researching The United Way of Lee County Inc by hand.
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