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United Way of Lee County, Inc.

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aka United Way of Lee County, Inc.   |   Auburn, AL   |  www.unitedwayofleecounty.com
GuideStar Charity Check

United Way of Lee County, Inc.

EIN: 23-7107722

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 RECOURSES TO MEET THE NEEDS OF THE COMMUNITY, RECOGNIZING THAT MEETING BASIC HUMAN NEEDS SHOULD BE THE OVERRIDING CONSIDERATION. IN ALL DECISIONS.

Ruling year info

1971

Executive Director

Mrs. Tipi Miller

Main address

P.O. Box 3075

Auburn, AL 36831 USA

Show more contact info

Formerly known as

Auburn United Way

EIN

23-7107722

Subject area info

Philanthropy

Nonprofits

Human services

Population served info

Adults

NTEE code info

Fund Raising and/or Fund Distribution (T12)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

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

Tax forms

Communication

Programs and results

What we aim to solve

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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?

2-1-1 Community Connections Information and Referral

24/7 Information and Referral program on both telephone and web to assist community in accessing available community services.

Population(s) Served
Adults

The UW Community Fund provides various assistance to residents of Lee County.

Population(s) Served
Adults
Ethnic and racial groups
Economically disadvantaged people

Where we work

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Financials

United Way of Lee County, Inc.
Fiscal year: Jan 01 - Dec 31
Financial documents
2021 2021 Audited Financial Statements 2019 United Way of Lee County, Inc. 2018 Financial Statement 2016
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2020 info

SOURCE: IRS Form 990

241.10

Average of 207.94 over 10 years

Months of cash in 2020 info

SOURCE: IRS Form 990

19.3

Average of 15.8 over 10 years

Fringe rate in 2020 info

SOURCE: IRS Form 990

10%

Average of 12% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

Source: IRS Form 990 info

United Way of Lee County, Inc.

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990

Fiscal year ending: cloud_download Download Data

United Way of Lee County, Inc.

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

United Way of Lee County, Inc.

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990

This snapshot of United Way of Lee County, Inc.’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Fiscal year: Jan 01 - Dec 31 picture_as_pdf View full report cloud_downloadDownload data

Business model indicators

Profitability info 2016 2017 2018 2019 2020
Unrestricted surplus (deficit) before depreciation $64,463 $106,605 -$440,815 $169,172 $91,202
As % of expenses 7.5% 11.9% -50.6% 18.1% 9.5%
Unrestricted surplus (deficit) after depreciation $57,626 $99,550 -$446,975 $162,284 $84,169
As % of expenses 6.6% 11.0% -50.9% 17.3% 8.7%
Revenue composition info
Total revenue (unrestricted & restricted) $885,170 $790,988 $854,959 $1,267,387 $908,628
Total revenue, % change over prior year 6.0% -10.6% 8.1% 48.2% -28.3%
Program services revenue 0.0% 0.0% 0.0% 2.2% 2.2%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.3% 0.4% 0.7% 0.4% 0.4%
Government grants 0.0% 0.0% 0.0% 0.0% 4.0%
All other grants and contributions 96.5% 96.1% 96.5% 96.8% 92.6%
Other revenue 3.3% 3.5% 2.8% 0.6% 0.8%
Expense composition info
Total expenses before depreciation $862,047 $894,378 $871,640 $933,869 $956,744
Total expenses, % change over prior year -1.8% 3.8% -2.5% 7.1% 2.4%
Personnel 21.5% 22.1% 23.1% 22.2% 23.7%
Professional fees 1.4% 1.2% 1.4% 1.3% 1.4%
Occupancy 0.0% 0.0% 0.0% 0.0% 0.0%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 70.3% 70.2% 68.6% 70.7% 68.8%
All other expenses 6.8% 6.5% 6.9% 5.7% 6.1%
Full cost components (estimated) info 2016 2017 2018 2019 2020
Total expenses (after depreciation) $868,884 $901,433 $877,800 $940,757 $963,777
One month of savings $71,837 $74,532 $72,637 $77,822 $79,729
Debt principal payment $0 $0 $0 $0 $0
Fixed asset additions $14,500 $0 $0 $0 $0
Total full costs (estimated) $955,221 $975,965 $950,437 $1,018,579 $1,043,506

Capital structure indicators

Liquidity info 2016 2017 2018 2019 2020
Months of cash 15.4 15.0 15.6 19.6 19.3
Months of cash and investments 15.4 15.0 15.6 19.6 19.3
Months of estimated liquid unrestricted net assets 18.4 19.1 13.5 14.8 15.5
Balance sheet composition info 2016 2017 2018 2019 2020
Cash $1,108,111 $1,114,959 $1,131,656 $1,523,235 $1,538,214
Investments $0 $0 $0 $0 $0
Receivables $573,652 $509,229 $449,271 $454,520 $393,294
Gross land, buildings, equipment (LBE) $347,830 $329,767 $322,095 $322,096 $327,895
Accumulated depreciation (as a % of LBE) 55.3% 54.9% 54.2% 56.4% 57.5%
Liabilities (as a % of assets) 0.2% 0.2% 0.2% 0.5% 0.3%
Unrestricted net assets $1,474,549 $1,574,099 $1,127,124 $1,289,408 $1,373,577
Temporarily restricted net assets $361,338 $197,572 $600,131 N/A N/A
Permanently restricted net assets $0 $0 $0 N/A N/A
Total restricted net assets $361,338 $197,572 $600,131 $820,481 $693,417
Total net assets $1,835,887 $1,771,671 $1,727,255 $2,109,889 $2,066,994

Key data checks

Key data checks info 2016 2017 2018 2019 2020
Material data errors No No No No No

Operations

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

Documents
Letter of Determination
Form 1023/1024 is not available for this organization

Executive Director

Mrs. Tipi Miller

Ms. Benton has a history of over 25 years serving in the non-profit sector. Prior to her tenure at United Way of Lee County, Inc. she led the Domestic Violence program covering a five county catchment area in East Alabama. She joined the United Way of Lee County, Inc. as their Executive Director in 1997.

Number of employees

Source: IRS Form 990

United Way of Lee County, Inc.

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

United Way of Lee County, Inc.

Board of directors
as of 02/14/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Mrs. Leigh Krehling

City of Opelika

Term: 2022 - 2023

Jay Hovey

AuburnBank

Mary Roberson

Lee County Clerk

Eric Canada

SouthState Bank

Jessica Ventiere

Lee County District Attorney

Linda North

Southern Union State Community College

Andrea Mitchell

CIty Of Auburn

Leigh Krehling

City Of Opelika

Laura Grill

East Alabama Medical Center

Jeff Shearer

Auburn University

Lisa Kelley

Lee Co DHR

Katie Kingston

AETNA

Pres Jenkins

Rexnord

Cristen Herring

Auburn City Schools

Allison Blankenship

City of Auburn

Kenneth Burton

Opelika City Schools

April Herring

AuburnBank

Todd Scholl

The Hotel at Auburn University

Sebastian Lewis

Publix

Steve Pelham

Auburn University

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 2/14/2023
info Candid has made improvements to the race and ethnicity options.

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

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

Equity strategies

Last updated: 02/14/2023

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
  • We disaggregate data by demographics, including race, in every policy and program measured.
Policies and processes
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.