United Way of Lake and Sumter Counties Inc.

Improving lives, building community

Leesburg, FL   |  www.uwls.org

Mission

United Way of Lake and Sumter Counties seeks to create long-lasting change in our communities by addressing our community’s greatest needs in the areas of income, health, and education, providing opportunities to improve the quality of life for at least 40% of our counties' residents.

Notes from the nonprofit

United Way of Lake and Sumter Counties changed its fiscal year in 2018. Previously, our fiscal year began July 1 through June 30. In 2018, we changed to a calendar year. As a result, we filed a 6-month Form 990 ending Dec 31, 2018. While the form showed a loss, it was due to the fact that our receipts usually occur in February. The short fiscal year did not have this income.

Ruling year info

1967

CEO

Monica Wofford

Main address

32644 Blossom Lane

Leesburg, FL 34788 USA

Show more contact info

EIN

59-1143758

NTEE code info

Fund Raising and/or Fund Distribution (P12)

Community, Neighborhood Development, Improvement (S20)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Sign in or create an account to view Form(s) 990 for 2019, 2018 and 2018.
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Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

34% of the population of Lake and Sumter Counties, Florida are ALICE families. ALICE stands for Asset-Limited, Income Constrained, Employed. 34% or 148,920 people are hard-working people. Many of them working 2-3 jobs, living paycheck to paycheck. They are one emergency or unexpected bill away from financial disaster. United Way of Lake and Sumter Counties' goal is to help 18,396 individuals rise above the ALICE threshold to become financially stable and independent. UWLS works with local government, businesses, and non-profit partners to provide technical education and job skills training, financial assistance, childcare assistance, and financial training to build a workforce prepared to welcome new businesses with job opportunities. UWLS also provides free tax preparation, saving ALICE families $132,000 and receiving over $552,875 in tax refunds. Our Mission United program assists veterans and their families to access veteran benefits and other veteran programs available in the area.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Health Initiative

The United Way of Lake and Sumter Counties Health Initiative demonstrates our commitment to improve the health of our community by working with community agencies to provide access to food, discount prescriptions, and free or low-cost dental services.

Population(s) Served
Adults

The 2-1-1 Program is the Lake and Sumter County social services referral system linking individuals to the agencies and programs that can help them. United Way of Lake and Sumter Counties is the sole funder for the 2-1-1 program. United Way of Lake and Sumter Counties contracts with the Heart of Florida United Way to provide our 2-1-1 services, thus saving the costs of equipment, rent, staff, etc. 2-1-1 operates 24/7/365 without charge to the individuals calling or to the agencies providing service. We have also introduced TEXT211 to provide another way residents can access assistance.

Population(s) Served
Adults

The Volunteer Income Tax Assistance (VITA) Program provides free tax preparation for citizens whose income is less than $60,000 a year. The tax preparation is provided by IRS-trained volunteers. The VITA program is open to all individuals and families making under $60,000 per year, and it helps them receive all possible refunds.

Population(s) Served
Adults

United Way of Lake and Sumter Counties loans our Master Teacher to private VPK centers to provide 160 hours of on-the-job training for teachers, leading to improved instruction for students. On top of this, United Way connects teachers to the federal Teach program to provide college scholarships for early childhood teachers.

Population(s) Served
Infants and toddlers

Pathways to Success provides scholarships for technical skills training to help improve one's financial stability. UWLS partners with Lake Tech College, Southern Technical College, and Sumter County Adult Education to provide GED training and Career in a Year job skills training.

Population(s) Served
Adults

Mission United is a United Way program of United Way of Lake and Sumter Counties. While Mission United is dedicated to serves those who have served, it also provides a personal touch that many of the Veterans Affairs options are simply unable to accommodate, often due to capacity. Our Mission United team’s primary role is to help Veterans navigate the system of benefits available, whether by providing those options directly or by connecting our Veterans to a resource for any of the following services: employment services, legal assistance, education, financial stability, health care, and stability housing. Our program also provides financial assistance to alleviate food and housing needs on an as-needed basis.

Population(s) Served
Veterans

Through the Family Stability Services program, ALICE individuals and households work with our social worker to secure monetary assistance in times of crises to pay their rent, mortgage, or utility bills. We follow the Florida Housing Finance Corporation’s guidelines to determine individuals' eligibility for low- or moderate-income assistance. This assistance is provided only once per year. Our social worker also provides referrals to other community organizations that can further assist ALICE households in crisis to stabilize and stay on their feet.

Population(s) Served
Working poor
Low-income people

Where we work

Awards

Excellence 2016

United Way World Wide

Excellence 2017

United Way World Wide

Excellence 2018

United Way World Wide

Affiliations & memberships

United Way Member Agency 1967

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Food Delivery for Seniors

This metric is no longer tracked.
Totals By Year
Population(s) Served

Seniors

Related Program

Health Initiative

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Many senior citizens in Lake and Sumter Counties are homebound and do not have nutritious meals. United Way, LovExtension, and North Lake Presbyterian Church deliver meals.

Number of tax returns prepared by VITA volunteers

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults, Economically disadvantaged people, Veterans

Related Program

VITA Free Income Tax Assistance

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Volunteer Income Tax Assistance prepares tax returns for low-income families for free, helping them receive Earned Income Tax Credits and refunds for financial stability.

Amount of Tax Preparation Fees Saved

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults, Economically disadvantaged people, Veterans

Related Program

VITA Free Income Tax Assistance

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

VITA clients saved an average of $200 per tax return prepared by IRS-certified United Way volunteers.

Amount of Food Distributed (in pounds) by United Way Partners

This metric is no longer tracked.
Totals By Year
Population(s) Served

Children and youth, Adolescents, Adults

Related Program

Health Initiative

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Number of pounds of food distributed to the food insecure population in Lake and Sumter Counties in partnership with Faith Neighborhood Center and LovExtension.

Number of people served by United Way food pantries

This metric is no longer tracked.
Totals By Year
Population(s) Served

Children and youth, Adults, Seniors

Related Program

Health Initiative

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Number of food insecure people served in Lake and Sumter Counties.

Total number of volunteer hours contributed to the organization

This metric is no longer tracked.
Totals By Year
Population(s) Served

Children and youth, Adults, Seniors

Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context Notes

Volunteer hours dropped significantly in 2020 due to the COVID-19 pandemic.

Family Wize Prescription Discount Savings

This metric is no longer tracked.
Totals By Year
Population(s) Served

Children and youth, Adults, Seniors

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Amount of Prescription Dollars Saved

Number of Veterans who received case management and/or financial assistance

This metric is no longer tracked.
Totals By Year
Population(s) Served

Veterans

Related Program

Mission United

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Veterans receive case management to help them navigate the complex system of benefits of the Veterans Administration. They also receive financial assistance with food and/or housing needs.

Number of families assisted with rent/mortgage/utility bills to avoid eviction

This metric is no longer tracked.
Totals By Year
Population(s) Served

Low-income people, Working poor

Related Program

Family Stability Services

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Families receive once-annual assistance to help them stabilize when unexpected emergencies arise.

Number of toddlers and preschoolers who received improved early learning instruction

This metric is no longer tracked.
Totals By Year
Population(s) Served

Infants and toddlers, Children

Related Program

Master Teacher

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

These students' teachers receive guidance from our Master Teacher to enhance instruction. Decreases from 2019 to 2020 are due to the COVID-19 pandemic during which schools temporarily closed.

Number of hours of supervision and guidance that teachers received

This metric is no longer tracked.
Totals By Year
Population(s) Served

Children, Infants and toddlers

Related Program

Master Teacher

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

These teachers work in early learning centers. The decrease in hours from 2019 to 2020 is due to the COVID-19 pandemic during which schools temporarily closed.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

1. Children are ready to enter school and are successful in primary school.
2. Youth gain knowledge, skills, and credentials to obtain family-sustaining employment.
3. Individuals/families have access to affordable medical and dental services to improve their health.
4. Individuals/families improve their socio-economic status.

Childhood Success: Engage volunteers and train workers to provide quality early childhood education and enroll children in high-quality early childhood education.

Youth Success: Engage volunteers and community-based mentoring programs to increase academic success, increasing the percentage of high school graduates ready for college and careers.

Access to Health: Provide volunteer opportunities to improve the health of individuals, access to nutritious food, and medical/dental services.

Financial Stability: Provide access to financial assistance and training, leading to better job opportunities for all.

Childhood Success: UWLS assisted 8818 children to receive literacy support, and 4904 families to utilize discount childcare.

Youth Success: UWLS funded 10,015 in-school and community-based programs, investing $53,500 in youth scholarship programs.

Access to Health: UWLS helped families save $882,893 in prescription medicine.

Financial Stability: UWLS directly impact 200,027 lives in 2018, helping 5801 individuals to maintain employment through childcare services.

United Way of Lake and Sumter Counties serves those most in need in our two counties. In 2020, we helped secure $1,609,581 in housing and utility payments for our residents. We secured $443,213 in tax refunds for local families. We secured $1,013,824 in prescription medication savings for families and for veterans.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • Who are the people you serve with your mission?

    We serve our Lake and Sumter County communities. Quite often, the bulk of those communities who come to United Way of Lake and Sumter Counties is a part of what is often called the ALICE population. These are households with incomes above the Federal Poverty Level (FPL), but not earning enough to afford basic household necessities. ALICE is the acronym that stands for Asset Limited, Income Constrained, Employed. These are the individuals and households who struggle to afford items such as housing, child care, food, health care, and transportation.

  • How is your organization collecting feedback from the people you serve?

  • How is your organization using feedback from the people you serve?

  • With whom is the organization sharing feedback?

  • Which of the following feedback practices does your organization routinely carry out?

  • What challenges does the organization face when collecting feedback?

Financials

United Way of Lake and Sumter Counties Inc.
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

Subscribe

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  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

United Way of Lake and Sumter Counties Inc.

Board of directors
as of 5/21/2021
SOURCE: Self-reported by organization
Board chair

Mr. Michael Herrera

Self-employed

Term: 2018 - 2021

Ellen Didion

Sumter Sunshine Community Foundation

Karen Hogans

Lake Sumter State College

Emily Madak

Retail

Laura Byrd

Ex Dir LSSC Foundation

Laura Senzamici

Real Estate

Adrian Manley

Pastor and Therapist

Heath Nailos

Attorney

Gene Kanikovsky

CFO, SECO

B.E. Thompson

Director of Development, LifeStream Behavioral

Beth Thompson

Retail

Connie Mahan

Real Estate

Ken Gates

Energy Industry (Retired)

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 03/15/2021

Who works and leads organizations that serve our diverse communities? GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.

Leadership

The organization's leader identifies as:

Race & ethnicity
Decline to state
Sexual orientation
Decline to state
Disability status
Decline to state

Race & ethnicity

No data

Gender identity

No data

 

No data

Sexual orientation

No data

Disability

No data