UNITED WAY OF LEE COUNTY INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF LEE COUNTY INC (EIN 23-7107722)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-17
- IRS object ID
- 201832299349300713
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-17T09:31:50-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461498870 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARFIELD MURPHY SHANK & SMITH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2002 YARBROUGH DR A | AddressLine1Txt |
| City | OPELIKA | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 368016034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237107722 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF LEE COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 3347455540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 3075 | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 368313075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA BENTON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3347455540 | PhoneNum |
| Signature | 2018-08-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN BOLES | PreparerPersonNm |
| PTIN | P01353646 | PTIN |
| Phone | 3347493449 | PhoneNum |
| Preparation | 2018-08-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | REBECCA BENTON | PrincipalOfficerNm |
| Gross Receipts | $790,988 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | NA | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE UNITED WAY OF LEE COUNTY, INC. IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER. ONE OF THE WAYS THAT WE DO THIS IN OUR COMMUNITY IS BY GENERATING AND APPLYING THE NECESSARY RESOURSES TO MEET THE NEEDS OF THE COMMUNITY, RECOGNIZING THAT MEETING BASIC HUMAN NEEDS SHOULD BE THE OVERRIDING CONSIDERATION IN ALL DECISIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $853,915 | PYContributionsGrantsAmt |
| CY Contributions Grants | $760,290 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,352 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,810 | CYInvestmentIncomeAmt |
| PY Other Revenue | $28,903 | PYOtherRevenueAmt |
| CY Other Revenue | $25,888 | CYOtherRevenueAmt |
| PY Total Revenue | $885,170 | PYTotalRevenueAmt |
| CY Total Revenue | $790,988 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $605,647 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $628,008 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $185,739 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $197,607 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $80,234 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $77,498 | PYOtherExpensesAmt |
| CY Other Expenses | $75,818 | CYOtherExpensesAmt |
| PY Total Expenses | $868,884 | PYTotalExpensesAmt |
| CY Total Expenses | $901,433 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,286 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$110,445 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,840,023 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,775,392 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,136 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,721 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,835,887 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,771,671 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE UNITED WAY OF LEE COUNTY, INC. IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER. ONE OF THE WAYS THAT WE DO THIS IN OUR COMMUNITY IS BY GENERATING AND APPLYING THE NECESSARY RESOURSES TO MEET THE NEEDS OF THE COMMUNITY, RECOGNIZING THAT MEETING BASIC HUMAN NEEDS SHOULD BE THE OVERRIDING CONSIDERATION IN ALL DECISIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $371,735 | ExpenseAmt |
| Grant | $245,600 | GrantAmt |
| Desc | HEALTH & EDUCATION: THE UNITED WAY OF LEE COUNTY IS COMMITTED TO CREATING LASTING CHANGE - FROM ENDING ILLITERACY TO GIVING EVERY CHILD A HEALTHY CHANCE. OUR SCHOOL DENTAL PROGRAM PROVIDED NEEDY SCHOOL AGE CHILDREN WITH NECESSARY DENTAL CARE TO INCREASE THEIR DENTAL HEALTH AND ENSURE MINIMAL DAYS MISSED DUE TO DENTAL PROBLEMS. OUR ADULT LITERACY PROGRAM ASSISTED INDIVIDUALS WITH BASIC READING AND MATH SKILLS. THIS IMPACTS NOT ONLY THE LEARNING ADULTS BUT ALSO THEIR FAMILIES BY STRENGTHENING THEIR ABILITY TO INCREASE INCOME AND FURTHER THE LEARNING OF THEIR CHILDREN. OUR NON-PROFIT CHILDCARE CENTERS PROVIDE A QUALITY LEARNING ENVIRONMENT TO CHILDREN FROM LOW-INCOME WORKING FAMILIES. THE CHILDREN ARE PROVIDED WITH THE LEARNING AND SOCIALIZATION SKILLS NECESSARY FOR SUCCESSFUL TRANSITION TO SCHOOL AND LIFE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $129,369 | ExpenseAmt |
| Grant | $124,509 | GrantAmt |
| Desc | EMERGENCY AID: THE MISSION OF THE EMERGENCY AID FUND IS TO ASSIST INDIVIDUALS IN TIME OF NEED WITH EMERGENCY ASSISTANCE IN THE AREAS OF FOOD, SHELTER, MEDICINE, DOCTOR VISITS, AND TRANSPORTION. ADDITIONAL CRISIS SERVICES TO FAMILIES INCLUDES DISASTER PREPAREDNESS AND VICTIM SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $262,458 | ExpenseAmt |
| Grant | $257,899 | GrantAmt |
| Desc | STRENGTHENING FAMILIES AND COMMUNITY: UNITED WAY PARTICIPATES IN A STATEWIDE 2-1-1 INFORMATION AND REFERRAL INITIATIVE. THE PURPOSE OF 2-1-1 IS TO CONNECT PEOPLE IN NEED OF HEALTH AND HUMAN SERVICES WITH THE PROVIDERS OF THESE SERVICES IN THE COMMUNITY. THE UNITED WAY OF LEE COUNTY ALSO SUPPORTED PROGRAMS FOR MENTORING CHILDREN, INCREASING PARENTING SKILLS, TRAINING PROGRAMS FOR THOSE WITH DISABILITIES AND QUALITY YOUTH DEVELOPMENT PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $763,562 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | false | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REBECCA BENTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3347455540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 3075 | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 368313075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| KRIS BLACKMON | |||||
| TREASURER | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STAN COX | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| TERRY ANDRUS | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| CARY COX | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| APRIL BAKER | |||||
| DIRECTOR | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TITUS LINDSEY | |||||
| PRESIDENT | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RETT MONCRIEF | |||||
| DIRECTOR | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KAREN DELANO | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| SUSAN GRIFFITH | |||||
| PAST PRESIDE | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATE LARKIN | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| REX MAYNOR | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| JOHN MCEACHERN | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| ERIC CANADA | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| ROBYN BRIDGES | |||||
| VICE PRESIDE | Yes (X) | $0 | $0 | $0 | |
| VERTRINA GRUBBS | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| PAUL REGISTER | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| JAY HOVEY | |||||
| SECRETARY | Yes (X) | $0 | $0 | $0 | |
| ROD CATER | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| EMILY JONES | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| JENIFER LOVVORN | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| CRAIG LECKEY | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| TRICIA PETERSON | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| MARY ROBERSON | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| PAM SMITH | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $760,290 | AllOtherContributionsAmt |
| Total Contributions | $760,290 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,328 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,328 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,330 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,330 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,330 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,330 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,482 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,482 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,482 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,482 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Total Revenue Column | $18,558 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,558 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $18,558 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $790,988 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,698 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628,008 | TotalAmt |
| Program Services | $628,008 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,972 | TotalAmt |
| Program Services | $95,744 | ProgramServicesAmt |
| Management And General | $20,517 | ManagementAndGeneralAmt |
| Fundraising | $54,711 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,635 | TotalAmt |
| Program Services | $14,916 | ProgramServicesAmt |
| Management And General | $3,196 | ManagementAndGeneralAmt |
| Fundraising | $8,523 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,700 | TotalAmt |
| Program Services | $5,992 | ProgramServicesAmt |
| Management And General | $4,708 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,769 | TotalAmt |
| Program Services | $4,860 | ProgramServicesAmt |
| Management And General | $1,909 | ManagementAndGeneralAmt |
| Fundraising | $17,000 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $982 | TotalAmt |
| Management And General | $982 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,055 | TotalAmt |
| Program Services | $3,951 | ProgramServicesAmt |
| Management And General | $3,104 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,667 | TotalAmt |
| Program Services | $2,054 | ProgramServicesAmt |
| Management And General | $1,613 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| DUES AND REGISTRATION | $10,575 | $10,575 | |
| TELEPHONE | $9,822 | $4,518 | $5,304 |
| MISCELLANEOUS | $4,688 | $4,688 | |
| POSTAGE | $2,505 | $2,505 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,055 | TotalAmt |
| Program Services | $228 | ProgramServicesAmt |
| Management And General | $1,827 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $901,433 | TotalAmt |
| Program Services | $763,562 | ProgramServicesAmt |
| Management And General | $57,637 | ManagementAndGeneralAmt |
| Fundraising | $80,234 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $539,422 | BOYAmt |
| EOY | $499,472 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568,689 | BOYAmt |
| EOY | $615,487 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $573,652 | BOYAmt |
| EOY | $509,229 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,374 | BOYAmt |
| EOY | $2,374 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $329,767 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $181,189 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,633 | BOYAmt |
| EOY | $148,578 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253 | BOYAmt |
| EOY | $252 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,840,023 | BOYAmt |
| EOY | $1,775,392 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,136 | BOYAmt |
| EOY | $3,721 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,136 | BOYAmt |
| EOY | $3,721 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,474,549 | BOYAmt |
| EOY | $1,574,099 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,338 | BOYAmt |
| EOY | $197,572 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,835,887 | BOYAmt |
| EOY | $1,771,671 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,840,023 | BOYAmt |
| EOY | $1,775,392 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$110,445 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $46,229 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $894,070 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $995,143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $821,615 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $853,915 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $760,290 | CurrentTaxYearAmt |
| Total | $4,325,033 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $894,070 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $995,143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $821,615 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $853,915 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $760,290 | CurrentTaxYearAmt |
| Total | $4,325,033 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $4,325,033 | PublicSupportTotal170Amt |
| Total Support | $4,325,033 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $29,216 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 0 | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,000 | OtherCostOrOtherBasisAmt |
| Book Value | $35,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $231,338 | OtherCostOrOtherBasisAmt |
| Depreciation | $117,856 | DepreciationAmt |
| Book Value | $113,482 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,429 | OtherCostOrOtherBasisAmt |
| Depreciation | $63,333 | DepreciationAmt |
| Book Value | $96 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $148,578 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $837,217 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $46,229 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $46,229 | RevenueNotReportedAmt |
| Revenue Subtotal | $790,988 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $790,988 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $901,433 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $901,433 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $901,433 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|
| ALABAMA SHERIFF'S GIRLS RANCH | |||||
| AVAILABLE UPON REQUEST | AUBURN | AL | 36830 | $15,000 | |
| AUBURN CITY SCHOOLS DENTAL CLINIC | |||||
| AVAILABLE UPON REQUEST | AUBURN | AL | 36830 | $16,500 | |
| AUBURN DAY CARE CENTERS | |||||
| AVAILABLE UPON REQUEST | AUBURN | AL | 36830 | $34,000 | |
| BOYS & GIRLS CLUBS OF GREATER LEE | |||||
| AVAILABLE UPON REQUEST | OPELIKA | AL | 36801 | $85,000 | COUNTY |
| CASA OF LEE COUNTY | |||||
| AVAILABLE UPON REQUEST | AUBURN | AL | 36830 | $10,000 | |
| COMMUNITY MARKET OF EAST ALABAMA | |||||
| AVAILABLE UPON REQUEST | OPELIKA | AL | 36801 | $32,000 | FOOD BANK |
| DOMESTIC VIOLENCE INTERVENTION | |||||
| AVAILABLE UPON REQUEST | AUBURN | AL | 36830 | $30,000 | CENTER |
| EAST ALABAMA FOOD BANK | |||||
| AVAILABLE UPON REQUEST | AUBURN | AL | 36830 | $25,000 | |
| EAST ALABAMA MENTAL HEALTH | |||||
| AVAILABLE UPON REQUEST | AUBURN | AL | 36830 | $40,000 | |
| EAST ALABAMA SERVICES FOR THE | |||||
| AVAILABLE UPON REQUEST | AUBURN | AL | 36830 | $30,000 | ELDERLY |
| GREATER PEACE CHILD DEVELOPMENT | |||||
| AVAILABLE UPON REQUEST | AUBURN | AL | 36830 | $15,000 | |
| JOYLAND CHILD DEVELOPMENT CENTER | |||||
| AVAILABLE UPON REQUEST | AUBURN | AL | 36830 | $25,000 | |
| LEE COUNTY ALABAMA EASTER SEALS | |||||
| AVAILABLE UPON REQUEST | AUBURN | AL | 36830 | $30,600 | |
| LEE COUNTY AMERICAN RED CROSS | |||||
| AVAILABLE UPON REQUEST | AUBURN | AL | 36830 | $55,000 | |
| LEE COUNTY AUTISM RESOURCE CENTER | |||||
| AVAILABLE UPON REQUEST | AUBURN | AL | 36830 | $15,000 | |
| LEE COUNTY LITERACY COALITION | |||||
| AVAILABLE UPON REQUEST | AUBURN | AL | 36830 | $25,000 | |
| MISC EACH 5000 | |||||
| AVAILABLE UPON REQUEST | AUBURN | AL | 36830 | $18,399 | |
| PROJECT UPLIFT | |||||
| AVAILABLE UPON REQUEST | OPELIKA | AL | 36801 | $23,000 | |
| THE SALVATION ARMY | |||||
| AVAILABLE UPON REQUEST | AUBURN | AL | 36830 | $15,000 | |
| TWIN CEDARS CHILD ADVOCACY CENTER | |||||
| AVAILABLE UPON REQUEST | OPELIKA | AL | 36801 | $15,000 | |
| UNITED WAY WILLIAM MASON | |||||
| AVAILABLE UPON REQUEST | OPELIKA | AL | 36801 | $23,009 | EMERGENCY FUND |
| UNITY WELLNESS CENTER OF | |||||
| AVAILABLE UPON REQUEST | OPELIKA | AL | 36801 | $30,000 | EAST ALABAMA MEDICAL CENTER |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF THE UNITED WAY OF LEE COUNTY, INC. IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER. ONE OF THE WAYS THAT WE DO THIS IN OUR COMMUNITY IS BY GENERATING AND APPLYING THE NECESSARY RESOURSES TO MEET THE NEEDS OF THE COMMUNITY, RECOGNIZING THAT MEETING BASIC HUMAN NEEDS SHOULD BE THE OVERRIDING CONSIDERATION IN ALL DECISIONS. |
| FORM 990, PAGE 2, PART III, LINE 4A | LIFE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | NO REVIEW WAS OR WILL BE CONDUCTED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL MEMBERS INVOLVED IN THE DISBURSEMENT OR ALLOCATION OF FUNDING MUST DISCLOSE IN WRITING ON AN ANNUAL BASIS THEIR AFFILIATION WITH ANY ORGANIZATION APPLYING FOR UNITED WAY FUNDING. THOSE INDIVIDUALS WITH POTENTIAL CONFLICT OF INTEREST MUST REMOVE THEMSELVES FROM DISCUSSION AND VOTE ON THOSE FINANCIAL MATTERS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | FORM 990 IS INCLUDED ON OUR WEBSITE AS WELL AS BEING AVAILABLE UPON REQUEST |
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