The United Way of Lee County Inc
The United Way of Lee, Hendry, and Glades is a volunteer-driven nonprofit organization headquartered in Fort Myers, Florida. Established in 1957, the organization is dedicated to improving the quality of life for all people in Lee, Hendry, Glades, and Okeechobee counties. The organization accomplishes its mission through fundraising, fund distribution, community building, volunteer advancement, and information and referral services.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$14.9M
-32.8% YoY
Annual Giving
$9.1M
-34.1% YoY
Grant Count
92
-5.2% YoY
Avg Grant Size
$99K
-30.5% YoY
Mission & Focus Areas
Mission Statement: 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. This is accomplished through fundraising, fund distribution, community building, volunteer advancement, and information and referral.
Primary Focus Areas:
- Meeting Critical Needs — Mobilizing resources to address key concerns, helping people with limitations live independently with dignity, responding to people in crisis, providing emergency food, and connecting people through the organization's 211 Information and Referral Help Line
- Healthy Community — Improving health and wellbeing for all by expanding access to nutritious food, quality health care, education and services
- Youth Opportunity — Connecting young people with support they need to realize their full potential
- Financial Security — Building financial stability and strength by helping adults thrive in careers, live in quality housing, and build generational wealth
- Community Resiliency — Supporting vulnerable populations and strengthening communities
Grantmaking
The United Way operates a Community Impact Fund that supports over 260 programs throughout a network of social service agencies. The organization partners with over 92 local agencies and 258 programs, providing resources and assistance for families, youth, seniors, and people with disabilities.
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Geographic Focus
Where this funder awards grants
The organization serves Lee, Hendry, Glades, and Okeechobee counties in Florida, with headquarters in Fort Myers.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
2024 Financial Data:
- Total Revenue: $27,000,000
- Total Expenses: $28,798,926
- Total Assets: $14,868,316
- Total Liabilities: $2,800,000
- Total Giving: $21,725,979
The organization maintains low administrative costs to ensure the maximum amount of donations goes directly to community programs and is committed to transparency and stewardship.
| 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 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $415,354 | $352,906 | $-85,712 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Agollari Julian | Board Member | 1 | — |
| Anderson Kevin | Board Member | 1 | — |
| Bell Patricia J | Board Member | 1 | — |
| Bernier Christopher S | Board Member | 1 | — |
| Beville Robert | Immediate Past Chair | 1 | — |
| Branning R Noelle | Board Chair | 1 | — |
| Brooks Gary | Board Member | 1 | — |
| Bryant Gary | Board Member | 1 | — |
| Carfore Cindy S | Board Member | 1 | — |
| Chlumsky Nick | Board Member | 1 | — |
| Clinger John | Board Member | 1 | — |
| Collins Michael | Board Member | 1 | — |
| Fry David L | Board Member | 1 | — |
| Goss Chauncey P | Board Member | 1 | — |
| Griffin Gary H | Board Member | 1 | — |
| Hansen Chris | Board Member | 1 | — |
| Hartman Barbara | Board Member | 1 | — |
| Hawkins Cynthia M | Treasurer | 1 | — |
| Hendry Beth | Board Member | 1 | — |
| Herzog Wane | Board Member | 1 | — |
| Hudson Michelle | Board Member | 1 | — |
| Humphreys Matthew | Board Chair | 1 | — |
| Idelson Charles | Board Member | 1 | — |
| Jackson Sally | Board Member | 1 | — |
| Johnson Calli | Board Member | 1 | — |
| Joyce John | Board Member | 1 | — |
| Karnes Kevin | Board Member | 1 | — |
| Kershaw Andrea | Board Member | 1 | — |
| Klein David | Board Member | 1 | — |
| Lapi Tony | Board Member | 1 | — |
| Lucas Brian | Board Member | 1 | — |
| Lucas David | Board Member | 1 | — |
| Makurat Paul | Board Member | 1 | — |
| Martus Stephen | Board Member | 1 | — |
| Matter Gary | Board Member | 1 | — |
| McMillion Tracy | Board Member | 1 | — |
| Miller Charlotte | Board Member | 1 | — |
| Moreland Victoria | Board Member | 1 | — |
| Motzer Bill | Board Member | 1 | — |
| Mullinax Landon | Board Member | 1 | — |
| Mundy Barbara | Board Member | 1 | — |
| Nelson Stan | Board Member | 1 | — |
| Nygaard Scott | Board Member | 1 | — |
| O'Berski Dan | Board Member | 1 | — |
| O'Donnell Patricia | Board Member | 1 | — |
| Oliver David | Board Member | 1 | — |
| Parrish Harlan C | Board Member | 1 | — |
| Phillips April | Board Member | 1 | — |
| Pogar Janet | Board Member | 1 | — |
| Pontius Steve | Board Member | 1 | — |
| Prather Will | Board Member | 1 | — |
| Rivera Peter | Board Member | 1 | — |
| Rodriguez Victoria | Assistant Treasurer | 1 | — |
| Rogers Carolyn | Board Member | 1 | — |
| Ryan Karen L | Board Member | 1 | — |
| Santos Jay | Board Member | 1 | — |
| Shearman Robert C | Board Member | 1 | — |
| Simmering Bryan | Board Member | 1 | — |
| Snell Mary | Secretary | 1 | — |
| Streger John | Board Member | 1 | — |
| Todd Ted | Board Member | 1 | — |
| Uhler Tom | Board Member | 1 | — |
| Vertich Corey | Board Member | 1 | — |
| Wallace Darren | Board Member | 1 | — |
| White Scott | Board Member | 1 | — |
| Wilks Earnest J | Board Member | 1 | — |
| Williams Christy | Board Member | 1 | — |
| Zwack Matthew | Board Member | 1 | — |
| Joy Jeannine | President/Chief Executive Officer | 60 | $228,274 |
| Hidalgo Michelle | Chief Financial Officer | 55 | $126,967 |
| Pelle Hannah | Chief Operating Officer | 55 | $132,196 |
| Boyd Connie | Chief HR and Facilities Officer | 55 | $103,132 |
Recent Activity
Recent developments and announcements
The organization operates an annual United Way Campaign that brings together local individuals, businesses, and organizations to support essential programs and services in the community. Funds raised support initiatives addressing education, financial stability, health, and basic needs for those in Lee County.
United Way to kick off 2025-26 campaign | Lake Okeechobee NewsSubject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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