Civic Intelligence

Lake and Sumter Counties United Way Foundation Inc

EIN 59-2520099 • 501(c)3 • Leesburg, FL

Profile

To support the united way of lake and sumter counties, inc.

32644 Blossom LaneLeesburg, FL 34788-3928

givewhereyoulive.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.06x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

49th percentile

1.1%

Higher net margin than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

89th percentile

$26,923

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 76.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

11th percentile

-99%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

55th percentile

1.2%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$6,195

Down $1,002,166 (-99%) from 2014

Liabilities

Down

$369

Down $347,522 (-100%) from 2014

Net Assets

Down

$5,826

Down $654,644 (-99%) from 2014

Operations
Liabilities / Revenue70th percentileNet Margin49th percentile

Revenue

Up

$34,998

Up $407 (+1.2%) from 2014

Expenses

Up

$34,604

Up $32,002 (+1230%) from 2014

Net Income

Down

$394

Down $31,595 (-99%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2013: $971,693Liabilities 2013: $359,366Net Assets 2013: $612,3272013Assets 2014: $1,008,361Liabilities 2014: $347,891Net Assets 2014: $660,4702014Assets 2015: $6,195Liabilities 2015: $369Net Assets 2015: $5,8262015

Highlighted filing

2015

Assets$6,195
Liabilities$369
Net Assets$5,826
Open 2015 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0Revenue 2013: $455,666Expenses 2013: $289Net Income 2013: $455,3772013Revenue 2014: $34,591Expenses 2014: $2,602Net Income 2014: $31,9892014Revenue 2015: $34,998Expenses 2015: $34,604Net Income 2015: $3942015

Highlighted filing

2015

Revenue$34,998
Expenses$34,604
Net Income$394
Open 2015 Filing

Filings

Most recent year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,195
Liabilities
$369
Net assets
$5,826
Revenue
$34,998
Expenses
$34,604
Net income
$394
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.03$0.03$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.35$0.66$0.03$0.00$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.36$0.61$0.46$0.00$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 12, 2016
Return Version
2014v6.0
Gross Receipts
$391,411
Mission and Program Overview

Mission

To support the united way of lake and sumter counties, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$474,778--
Investments in Publicly Traded Securities$306,338--
Investments Other Securities$157,570--
Cash and Non-Interest-Bearing Accounts$67,622$6,195▼ $61,427
Total Assets$1,008,361$6,195▼ $1,002,166
Other Assets Total$2,053--
Liabilities
Mortgage Notes Payable Secured by Investment Property$342,891--
Unsecured Notes Loans Payable$5,000--
Accounts Payable and Accrued Expenses-$369-
Total Liabilities$347,891$369▼ $347,522
Net Assets / Fund Balance
Temporarily Rstr Net Assets$451,454$0▼ $451,454
Unrestricted Net Assets$209,016$5,826▼ $203,190
Total Net Assets Fund Balance$660,470$5,826▼ $654,644
Total Liabilities and Net Assets / Fund Balance$1,008,361$6,195▼ $1,002,166
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Ana M Moran-loubrielPres/CEO (from 7/28/14)PT$26,923$26,923

Board Members and Trustees

NameTitle
Jim JudgeChair
Greg NelsonVice Chair
Angel BuchananDirector
Richard LindgrenSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$32,330
Other Revenue
$2,668
Change in Net Assets
$394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,604
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$30,000--$30,000
Fees for Services Legal-$2,637-$2,637
Fees for Services Management-$1,967-$1,967
Total Functional Expenses$30,000$4,604$0$34,604
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The treasurer of the foundation will review the form 990 before filing.”

Form 990, Part VI, Section C, Line 19

“Documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lake and Sumter Counties United Way
EIN
59-2520099
Phone
3527877530
Address
32644 BLOSSOM LANE, LEESBURG, FL 34788-3928

Signing Officer

Name
Richard Lindgren
Title
Treasurer
Phone
3527877530
Signed
2016-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Lindgren
Formed
1985
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Bdo USA Llp
Address
201 S ORANGE AVE SUITE 800, ORLANDO, FL 32801-3421
Preparer
Anne Mchugh CPA
Phone
4078416930
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 13A

“FL”

FORM 990, PART XI, LINE 9:

“Transfer of net assets -641,487.”

Financial Statement Notes

PART X, LINE 2:

“The organization identifies and evaluates uncertain tax positions, if any, and recognizes the impact of uncertain tax positions for which there is a less than more-likely-than-not probability of the position being upheld when reviewed by the relevant taxing authority. Such positions are deemed to be unrecognized tax benefits and a corresponding liability is established on the consolidated statement of financial position. The organization has not recognized a liability for uncertain tax positions. If there were an unrecognized tax benefit, the organization would recognize interest accrued related to unrecognized tax benefits in interest expense and penalties in operating expenses. The organization's tax years subject to examination by the internal revenue service generally remain open for three years from the date of filing.”

Raw XML Appendix391 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GrantsToOrganizationsInd00
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IRS990/NetUnrlzdGainsLossesInvstAmt0-13551
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherChangesInNetAssetsAmt0-641487
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION SUPPORTED THE UNITED WAY OF LAKE AND SUMTER BEFORE THE TRANSFER OF ASSETS BY MANAGING INVESTMENTS WHOSE INCOME WAS USED TO SUPPORT THE UNITED WAY. THE UNITED WAY ALSO RENTED THE BUILDING OWNED BY THE FOUNDATION. THESE WERE THE MAIN FUNCTIONS OF THE FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ABOVE ACTIVITIES ALLOWED THE UNITED WAY TO CONCENTRATE ON ITS CORE MISSION. THE MANAGEMENT OF INVESTMENTS AND MAINTENANCE OF FACILITIES ARE IMPORTANT SUPPORTING FUNCTIONS THAT WOULD OTHERWISE HAVE BEEN PROVIDED IN HOUSE OR CONTRACTED OUT TO OTHER VENDORS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION E, LINE 2B
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IDENTIFIES AND EVALUATES UNCERTAIN TAX POSITIONS, IF ANY, AND RECOGNIZES THE IMPACT OF UNCERTAIN TAX POSITIONS FOR WHICH THERE IS A LESS THAN MORE-LIKELY-THAN-NOT PROBABILITY OF THE POSITION BEING UPHELD WHEN REVIEWED BY THE RELEVANT TAXING AUTHORITY. SUCH POSITIONS ARE DEEMED TO BE UNRECOGNIZED TAX BENEFITS AND A CORRESPONDING LIABILITY IS ESTABLISHED ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. THE ORGANIZATION HAS NOT RECOGNIZED A LIABILITY FOR UNCERTAIN TAX POSITIONS. IF THERE WERE AN UNRECOGNIZED TAX BENEFIT, THE ORGANIZATION WOULD RECOGNIZE INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. THE ORGANIZATION'S TAX YEARS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE GENERALLY REMAIN OPEN FOR THREE YEARS FROM THE DATE OF FILING.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0UNITED WAY OF LAKE AND SUMTER COUNTIES INC
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02015-05-31
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0591143758
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IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0BOOK VALUE AT TIME OF TRANSFER
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IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0LEESBURG
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IRS990ScheduleN/OwnerOfSuccessor2Ind00
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0PERSON(S) INVOLVED: RICHARD LINDGREN
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1EXPLANATION OF INVOLVEMENT: RICHARD LINDGREN, WHO WAS TREASURER OF THE FOUNDATION AT THE TIME OF THE NET ASSET TRANSFER, BECAME A BOARD MEMBER OF THE TRANSFEREE ORGANIZATION.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1PART II, LINE 2E:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER OF THE FOUNDATION WILL REVIEW THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFER OF NET ASSETS -641,487.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 13A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0591143758
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE SUPPORT AND FUNDS TO AGENCIES IN LAKE AND SUMTER COUNTY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt032644 BLOSSOM LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LEESBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0347883928
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0641487
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNITED WAY OF LAKE AND SUMTER COUNTIES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0451454
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01008361
IRS990/TotalAssetsEOYAmt06195
IRS990/TotalAssetsGrp/BOYAmt01008361
IRS990/TotalAssetsGrp/EOYAmt06195
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04604
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030000
IRS990/TotalFunctionalExpensesGrp/TotalAmt034604
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0347891
IRS990/TotalLiabilitiesEOYAmt0369
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IRS990/TotalLiabilitiesGrp/EOYAmt0369
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0660470
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05826
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt030000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07537
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt027461
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034998
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01008361
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06195
IRS990/TotReportableCompRltdOrgAmt026923
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0209016
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05826
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt05000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt032644 BLOSSOM LANE
IRS990/USAddress/CityNm0LEESBURG
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd0347883928
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0GIVEWHEREYOULIVE.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD LINDGREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03527877530
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE AND SUMTER COUNTIES UNITED WAY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0592520099
ReturnHeader/Filer/PhoneNum03527877530
ReturnHeader/Filer/USAddress/AddressLine1Txt032644 BLOSSOM LANE
ReturnHeader/Filer/USAddress/CityNm0LEESBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0347883928
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135381590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 S ORANGE AVE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLANDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0328013421
ReturnHeader/PreparerPersonGrp/PhoneNum04078416930
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNE MCHUGH CPA
ReturnHeader/ReturnTs02016-02-12T16:06:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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