Civic Intelligence

Lee County Homeless Coalition Inc

EIN 26-4577956 • 501(c)3 • Lehigh Acres, FL

Profile

see attached PDF

5597 8th St WLehigh Acres, FL 33971

www.leehomeless.org

Siviq Scores

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

Liabilities / Assets

75th percentile

0.06x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

48th percentile

0.6%

Higher net margin than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

54th percentile

2.0%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Up

$298,302

Up $71,230 (+31%) from 2022

Liabilities

Down

$16,664

Down $3,200 (-16%) from 2022

Net Assets

Up

$281,638

Up $74,430 (+36%) from 2022

Revenue

Up

$217,650

Up $8,354 (+4.0%) from 2022

Expenses

Up

$216,430

Up $29,532 (+16%) from 2022

Net Income

Down

$1,220

Down $21,178 (-95%) from 2022

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $129,311Liabilities 2014: $15,734Net Assets 2014: $113,5772014Assets 2015: $138,178Liabilities 2015: $16,557Net Assets 2015: $121,6212015Assets 2016: $184,694Liabilities 2016: $23,549Net Assets 2016: $161,1452016Assets 2018: $199,072Liabilities 2018: $16,808Net Assets 2018: $182,2642018Assets 2019: $200,488Liabilities 2019: $20,325Net Assets 2019: $180,1632019Assets 2022: $227,072Liabilities 2022: $19,864Net Assets 2022: $207,2082022Assets 2024: $298,302Liabilities 2024: $16,664Net Assets 2024: $281,6382024

Highlighted filing

2024

Assets$298,302
Liabilities$16,664
Net Assets$281,638

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2014: $141,727Expenses 2014: $134,693Net Income 2014: $7,0342014Revenue 2015: $162,578Expenses 2015: $154,534Net Income 2015: $8,0442015Revenue 2016: $181,428Expenses 2016: $141,904Net Income 2016: $39,5242016Revenue 2018: $179,989Expenses 2018: $178,211Net Income 2018: $1,7782018Revenue 2019: $190,028Expenses 2019: $192,129Net Income 2019: -$2,1012019Revenue 2022: $209,296Expenses 2022: $186,898Net Income 2022: $22,3982022Revenue 2024: $217,650Expenses 2024: $216,430Net Income 2024: $1,2202024

Highlighted filing

2024

Revenue$217,650
Expenses$216,430
Net Income$1,220

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 3, 2024
Return Version
2023v6.0
Gross Receipts
$217,650
Mission and Program Overview

Mission

See Exempt Purpose PDF.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$294,395$251,142▼ $43,253
Accounts Receivable$30,397$40,358▲ $9,961
Total Assets$325,642$298,302▼ $27,340
Other Assets Total$850$6,802▲ $5,952
Liabilities
Accounts Payable and Accrued Expenses$46,427$16,664▼ $29,763
Deferred Revenue$1,410--
Total Liabilities$47,837$16,664▼ $31,173
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$277,805$281,638▲ $3,833
Total Net Assets Fund Balance$277,805$281,638▲ $3,833
Total Liabilities and Net Assets / Fund Balance$325,642$298,302▼ $27,340

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$8,580-
Other Assets Org$6,802--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Michael OverwayExecutive DirectorFT$47,692$47,692

Board Members and Trustees

NameTitle
Hugh ClarkChair Director
Johnny LimbaughChairDirector
Dion FreemanVice-ChairDirector
Dan MaHoneyCommissionerDirector
John HarneyCommissionerDirector
Albert GriffithDirector
Chris SelukDirector
Donna ConradDirector
Hemi KafleDirector
Jamie Crossan-DeBresDirector
Jamie ThompsonDirector
Kathleen SmithDirector
Lisa KozlowskiDirector
Nicole CalderonDirector
Robert ParrimoreDirector
Sgt James DriscollDirector
Will BeatonDirector
Bill GrigsbySecretaryDirector
Lori UhrigSecretaryDirector
Helena DabrowskiTreasurerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$212,145
Program Service Revenue
$1,810
Investment Income
$1,565
Other Revenue
$2,130
All Other Contributions
$18,790
Change in Net Assets
$1,220
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$110,741
Salaries, Compensation, and Employee Benefits$103,209
Total Fundraising Expense$21,585
Grants and Similar Amounts Paid$2,480
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$81,634$4,802$9,604$96,040
Occupancy$25,958$5,562$5,562$37,082
Fees for Services Other$27,869$1,978-$29,847
Office Expenses$12,719$795$2,385$15,899
Fees for Services Accounting$9,720--$9,720
Payroll Taxes$6,094$358$717$7,169
Advertising$3,612-$401$4,013
Travel$3,010$376$376$3,762
Other Expenses$1,040-$2,426$3,466
Grants to Domestic Orgs$2,480--$2,480
Conferences and Meetings$964$58$114$1,136
Total Functional Expenses$180,916$13,929$21,585$216,430
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,130
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
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The Board of Directors review and approve the Form 990 prior to filing.

Conflict of interest policy compliance Part VI line 12C

Annually, each Board Member receives a copy of the conflict of interest policy and signs a form agreeing to comply with the policy.

CEO executive director top management comp Part VI line 15A

Board Members are not compensated. The Organization utilizes the internet, Guidestar review, and discussion with other nonprofits in determining compensation for management and employees.

Other officer or key employee compensation Part VI line 15B

Board Members are not compensated. The Organization utilizes the internet, Guidestar review, and discussion with other nonprofits in determining compensation for management and employees.

Governing documents etc available to public Part VI line 19

Governing documents are made available to public upon request. Financials and Form 990 is listed on the website and published on Guidestar.

Part VII response or note to any other line in Part VII

There are 21 indivduals listed on Part VII. Michael Overway, Executive Director, was selected to replace the Prior Executive Director. Michael Overway is an officer but not a member of the Board of Directors. For this reason, there are 21 individuals listed on Part VII. However, Michael Overway is not, therefore Parts I and IV reflect 20 voting members.

Filing and Contact Details

Filer

Filer Name
Lee County Homeless Coalition Inc
EIN
26-4577956
Address
5597 8th St W, Lehigh Acres, FL 33971

Signing Officer

Name
Michael Overway
Title
Executive Direc
Phone
2393226600
Signed
2024-09-03
Discuss with paid preparer
No

Organization Details

Principal Officer
Johnny Limbaugh
Formed
2008
Legal Domicile
Fl
Voting Board Members
20
Independent Board Members
20
Employees
3

Preparer

Firm
HSCTuscan & Company PA
Address
1470 Royal Palm Square Blvd, Fort Myers, FL 33919
Preparer
Jeffrey M Tuscan CPA
Phone
2399392233
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

Professional Fees - $27,869

General explanation attachment

Johnny Limbaugh was elected Chair. For this reason, he is lsited as the current principal officer on Part I of the Form 990. Additionally, after the end of the Organizations fiscal year, the audit was not completed prior to the final due date of Form 990, therefore the Organization is filing using unaudited figures. The Homeless Coalition added a new staff position in addition to the Executive Director, an Administrative Assistant was added. The Homeless Coalition also increased its service delivery platform through its combined partnership with the SWFL Regional Coalition to End Homelessness. Several new programs were introduced like Homelessness Prevention, Outreach, and Rapid Rehousing. During the 22 FY the agency served slightly less than 300 people; during the 23 FY the agency served 796 people with direct assistance. The agency also moved to a new location in Lehigh Acres expanding its footprint to better serve those experiencing homelessness in the more rural areas of Lee County.

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