Civic Intelligence

Lee County Jewish Federation Inc

EIN 59-2668992 • 501(c)3 • Fort Myers, FL

Profile

To further the welfare of the jewish people and the jewish community, to foster closer inter-community relations, to plan for the philanthropic, social, cultural and educational advancement of the jewish community and to foster cooperation among local jewish organizations directed toward that end.

9701 Commerce Center CourtFort Myers, FL 33908

www.jewishfederationlcc.org

Siviq Scores

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

Liabilities / Assets

44th percentile

0.04x

Higher debt load relative to assets than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.10x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

32nd percentile

-3.1%

Higher net margin than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

76th percentile

$125,131

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

47th percentile

2.3%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,316,434

Up $52,263 (+2.3%) from 2023

Liabilities

Up

$89,987

Up $49,826 (+124%) from 2023

Net Assets

Up

$2,226,447

Up $2,437 (+0.1%) from 2023

Revenue

Down

$911,130

Down $300,620 (-25%) from 2023

Expenses

Up

$939,081

Up $72,015 (+8.3%) from 2023

Net Income

Down

-$27,951

Down $372,635 (-108%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,641,373Liabilities 2010: $482,077Net Assets 2010: $1,159,2962010Assets 2011: $1,505,254Liabilities 2011: $389,655Net Assets 2011: $1,115,5992011Assets 2012: $1,736,253Liabilities 2012: $690,422Net Assets 2012: $1,045,8312012Assets 2013: $1,768,884Liabilities 2013: $447,050Net Assets 2013: $1,321,8342013Assets 2014: $1,749,537Liabilities 2014: $456,016Net Assets 2014: $1,293,5212014Assets 2015: $1,709,050Liabilities 2015: $431,131Net Assets 2015: $1,277,9192015Assets 2016: $1,686,748Liabilities 2016: $386,040Net Assets 2016: $1,300,7082016Assets 2017: $1,484,609Liabilities 2017: $106,911Net Assets 2017: $1,377,6982017Assets 2018: $1,389,894Liabilities 2018: $92,698Net Assets 2018: $1,297,1962018Assets 2019: $1,398,999Liabilities 2019: $61,879Net Assets 2019: $1,337,1202019Assets 2020: $1,475,593Liabilities 2020: $85,065Net Assets 2020: $1,390,5282020Assets 2021: $1,575,167Liabilities 2021: $45,664Net Assets 2021: $1,529,5032021Assets 2022: $1,879,696Liabilities 2022: $47,980Net Assets 2022: $1,831,7162022Assets 2023: $2,264,171Liabilities 2023: $40,161Net Assets 2023: $2,224,0102023Assets 2024: $2,316,434Liabilities 2024: $89,987Net Assets 2024: $2,226,4472024

Highlighted filing

2024

Assets$2,316,434
Liabilities$89,987
Net Assets$2,226,447

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $758,9912010Expenses 2011: $609,1942011Expenses 2012: $701,6502012Revenue 2013: $694,350Expenses 2013: $674,894Net Income 2013: $19,4562013Revenue 2014: $637,624Expenses 2014: $685,903Net Income 2014: -$48,2792014Revenue 2015: $642,912Expenses 2015: $631,090Net Income 2015: $11,8222015Revenue 2016: $659,531Expenses 2016: $657,328Net Income 2016: $2,2032016Revenue 2017: $666,733Expenses 2017: $633,037Net Income 2017: $33,6962017Revenue 2018: $635,868Expenses 2018: $672,147Net Income 2018: -$36,2792018Revenue 2019: $655,860Expenses 2019: $701,042Net Income 2019: -$45,1822019Revenue 2020: $732,299Expenses 2020: $710,262Net Income 2020: $22,0372020Revenue 2021: $795,884Expenses 2021: $671,646Net Income 2021: $124,2382021Revenue 2022: $1,391,748Expenses 2022: $1,010,031Net Income 2022: $381,7172022Revenue 2023: $1,211,750Expenses 2023: $867,066Net Income 2023: $344,6842023Revenue 2024: $911,130Expenses 2024: $939,081Net Income 2024: -$27,9512024

Highlighted filing

2024

Revenue$911,130
Expenses$939,081
Net Income-$27,951

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.09$2.23$0.91$0.94$0.03
2023Summary only. Only limited summary data is available for this year.$2.26$0.04$2.22$1.21$0.87$0.34
2022Summary only. Only limited summary data is available for this year.$1.88$0.05$1.83$1.39$1.01$0.38
2021Summary only. Only limited summary data is available for this year.$1.58$0.05$1.53$0.80$0.67$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.09$1.39$0.73$0.71$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.06$1.34$0.66$0.70$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.09$1.30$0.64$0.67$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.11$1.38$0.67$0.63$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.39$1.30$0.66$0.66$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.71$0.43$1.28$0.64$0.63$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.46$1.29$0.64$0.69$0.05
2013Summary only. Only limited summary data is available for this year.$1.77$0.45$1.32$0.69$0.67$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.69$1.05$0.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.39$1.12$0.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.48$1.16$0.76
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$858,180
Mission and Program Overview

Mission

To further the welfare of the jewish people and the jewish community, to foster closer inter-community relations, to plan for the philanthropic, social, cultural and educational advancement of the jewish community and to foster cooperation among local jewish organizations directed toward that end.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$637,021$621,557▼ $15,464
Investments in Publicly Traded Securities$543,802$448,886▼ $94,916
Cash and Non-Interest-Bearing Accounts$188,551$253,560▲ $65,009
Savings and Temporary Cash Investments$255,982$95,784▼ $160,198
Pledges and Grants Receivable$27,082$35,198▲ $8,116
Prepaid Expenses and Deferred Charges$31,760$27,454▼ $4,306
Accounts Receivable$1,650$1,270▼ $380
Total Assets$1,686,748$1,484,609▼ $202,139
Other Assets Total$900$900→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$320,604--
Deferred Revenue$53,875$97,709▲ $43,834
Accounts Payable and Accrued Expenses$9,411$7,052▼ $2,359
Other Liabilities$2,150$2,150→ $0
Total Liabilities$386,040$106,911▼ $279,129
Net Assets / Fund Balance
Unrestricted Net Assets$635,775$825,663▲ $189,888
Temporarily Rstr Net Assets$533,197$420,299▼ $112,898
Permanently Rstr Net Assets$131,736$131,736→ $0
Total Net Assets Fund Balance$1,300,708$1,377,698▲ $76,990
Total Liabilities and Net Assets / Fund Balance$1,686,748$1,484,609▼ $202,139

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$425,241$118,340$543,581
Land$177,208-$177,208
Leasehold Improvements$17,270$4,488$21,758
Equipment$1,838$1,826$3,664

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$138,418-▲ $7,419-$145,837
2016$130,291-▲ $8,127-$138,418
2015$130,717-▼ $426-$130,291
2014$142,532-▼ $11,815-$130,717
2013$125,273-▲ $17,259-$142,532
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Alan IsaacsExecutive DiFT$131,800$131,800

Board Members and Trustees

NameTitle
Brian SimonPresident
Barbara SiegelDirector at
Carolyn GoraDirector at
Jack EsformesDirector at
Jerry GreenfieldDirector at
Keith GrossmanDirector at
Linda IdelsonDirector at
Paul BartropCampus Initi
Andi HorowitzCo-VP Educat
Sara KriviskyCo-VP Educat
Sylvia SimkoCommunity Re
Rozzi OstermanImmed Past P
Sherri ZuckerJewish Famil
Karin FineSecretary
Marsha KistlerTreasurer
Michele LabodaVP-administr
Revenue and Support

Revenue Composition

Contributions and Grants
$496,361
Program Service Revenue
$88,056
Investment Income
$13,695
Other Revenue
$68,621
Change in Net Assets
$33,696

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded7$76,858Market Value
Food Inventory1$9,206Cost
Total Noncash Contributions8$86,064-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$292,513
Salaries, Compensation, and Employee Benefits$234,274
Total Fundraising Expense$150,447
Grants and Similar Amounts Paid$106,250
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$23,000$28,750$63,250$115,000
Grants to Domestic Orgs$106,250--$106,250
Other Salaries and Wages$42,990$12,965$31,813$87,768
Office Expenses$56,437$2,791$3,816$63,044
Payroll Taxes$12,745$7,191$11,570$31,506
Fees for Services Other$18,232$4,750$4,750$27,732
Occupancy$10,904$5,960$4,826$21,690
Insurance$7,236$11,700-$18,936
Advertising$8,984$1,264$7,787$18,035
Depreciation Depletion-$15,464-$15,464
Other Expenses$7,470$9,756$9,186$7,470
Travel$4,630$1,179$1,170$6,979
All Other Expenses$678$2,962$339$3,979
Fees for Service Investment Mgmnt Fees$1,174--$1,174
Interest-$819-$819
Conferences and Meetings$149$75$75$299
Total Functional Expenses$376,521$106,069$150,447$633,037
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish Federations of North AmericaNew York, NY501c3Support Mission Jfna$68,000
University of MiamiCoral Gables, FL3Education$10,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$2,150
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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
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, Page 6, Part VI, Line 6

Any individual 18 years or older who contributes 10 or more to the current or prior years annual general campaign shall be deemed a member.

Form 990, Page 6, Part VI, Line 7A

An individual must be a member of the federation.

Form 990, Page 6, Part VI, Line 11B

The executive director reviews a draft of the form 990. It is then presented to the governing body for review before it is filed.

Form 990, Page 6, Part VI, Line 12C

The board of directors reviews the conflict of interest policy annually for compliance.

Form 990, Page 6, Part VI, Line 15A

The board of directors determines compensation based on a formal evaluation.

Form 990, Page 6, Part VI, Line 15B

The board of directors determines compensation based on a formal evaluation.

Form 990, Page 6, Part VI, Line 19

Governing documents and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Lee County Jewish Federation Inc
EIN
59-2668992
Phone
2394814449
Address
9701 COMMERCE CENTER COURT, FORT MYERS, FL 33908
Doing Business As
The Jewish Federation of Lee and

Signing Officer

Name
Brian Simon
Title
President
Phone
2394814449
Signed
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Simon
Formed
1986
Legal Domicile
Fl
Voting Board Members
16
Independent Board Members
16
Employees
3
Volunteers
50

Preparer

Firm
Myers Brettholtz & Company Pa
Address
12671 WHITEHALL DR, FORT MYERS, FL 33907-3626
Preparer
Steven M Brettholtz CPA
Phone
2399395775
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item C

CHARLOTTE COUNTIES

FORM 990 - ORGANIZATION'S MISSION

To further the welfare of the jewish people and the jewish community, to foster closer inter-community relations, to plan for the philanthropic, social, cultural and educational advancement of the jewish community and to foster cooperation among local jewish organizations directed toward that end.

Form 990, Part XI, Line 9

Book / tax depreciation difference 3,767

Raw XML AppendixShowing 400 of 616 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.

Path#Value
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IRS990/AccountsReceivableGrp/BOYAmt01650
IRS990/AccountsReceivableGrp/EOYAmt01270
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO FURTHER THE WELFARE OF THE JEWISH PEOPLE AND THE JEWISH COMMUNITY, TO FOSTER CLOSER INTER-COMMUNITY RELATIONS, TO PLAN FOR THE PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT OF THE JEWISH COMMUNITY AND TO FOSTER COOPERATION AMONG LOCAL JEWISH ORGANIZATIONS DIRECTED TOWARD THAT END.
IRS990/AdvertisingGrp/FundraisingAmt07787
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01264
IRS990/AdvertisingGrp/ProgramServicesAmt08984
IRS990/AdvertisingGrp/TotalAmt018035
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IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02962
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0678
IRS990/AllOtherExpensesGrp/TotalAmt03979
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0PAULA ZLATKIN
IRS990/BooksInCareOfDetail/PhoneNum02394814449
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09701 COMMERCE CENTER COURT
IRS990/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033908
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
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IRS990/CashNonInterestBearingGrp/BOYAmt0188551
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IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt063250
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IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt023000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0115000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt075
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IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0496361
IRS990/CYGrantsAndSimilarPaidAmt0106250
IRS990/CYInvestmentIncomeAmt013695
IRS990/CYOtherExpensesAmt0292513
IRS990/CYOtherRevenueAmt068621
IRS990/CYProgramServiceRevenueAmt088056
IRS990/CYRevenuesLessExpensesAmt033696
IRS990/CYSalariesCompEmpBnftPaidAmt0234274
IRS990/CYTotalExpensesAmt0633037
IRS990/CYTotalFundraisingExpenseAmt0150447
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0666733
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt053875
IRS990/DeferredRevenueGrp/EOYAmt097709
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt015464
IRS990/DepreciationDepletionGrp/TotalAmt015464
IRS990/Desc0SOCIAL SERVICES, CHILDRENS PROGRAMS, COMMUNITY RELATIONS, AREIVIM FAMILY SERVICES, SENIOR VISITS, L'CHAYIM, BOOK FAIR, SAT PREP CLASSES: VARIOUS EVENTS PROVIDING SOCIAL AND EDUCATIONAL SERVICES TO THE COMMUNITY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0THE JEWISH FEDERATION OF LEE AND
IRS990/DonorAdvisedFundInd0true
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IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
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IRS990/FederatedCampaignsAmt0496361
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IRS990/FeesForServicesOtherGrp/TotalAmt027732
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
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IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL BARTROP
IRS990/Form990PartVIISectionAGrp/PersonNm1JACK ESFORMES
IRS990/Form990PartVIISectionAGrp/PersonNm2KARIN FINE
IRS990/Form990PartVIISectionAGrp/PersonNm3CAROLYN GORA
IRS990/Form990PartVIISectionAGrp/PersonNm4JERRY GREENFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm5KEITH GROSSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6ANDI HOROWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm7LINDA IDELSON
IRS990/Form990PartVIISectionAGrp/PersonNm8MARSHA KISTLER
IRS990/Form990PartVIISectionAGrp/PersonNm9SARA KRIVISKY
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHELE LABODA
IRS990/Form990PartVIISectionAGrp/PersonNm11ROZZI OSTERMAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15JEWISH FAMIL
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