Civic Intelligence

Lee County Housing Development Corporation

990 • Fiscal year 2017 • EIN 65-0295038

Oct 01, 2016 to Sep 30, 2017 • Filed on Jul 30, 2018

PO Box 2854Fort Myers, FL 33902-2854

(239) 275-5105

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

48th percentile

0.03x

Higher debt load relative to assets than 48% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.04x

Higher debt load relative to revenue than 51% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

28th percentile

-4.4%

Higher net margin than 28% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

85th percentile

$90,323

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 22.8% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

32nd percentile

-2.2%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$515,902

Down $11,532 (-2.2%) from 2016

Net Assets

Down

$500,498

Down $17,263 (-3.3%) from 2016

Liabilities

Up

$15,404

Up $5,731 (+59%) from 2016

Revenue

Up

$396,464

Up $69,747 (+21%) from 2016

Expenses

Up

$413,727

Up $19,803 (+5.0%) from 2016

Net Income

Up

-$17,263

Up $49,944 (+74%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $745,231Liabilities 2010: $224,113Net Assets 2010: $521,1182010Assets 2011: $597,255Liabilities 2011: $22,278Net Assets 2011: $574,9772011Assets 2012: $669,597Liabilities 2012: $19,667Net Assets 2012: $649,9302012Assets 2013: $643,692Liabilities 2013: $15,454Net Assets 2013: $628,2382013Assets 2014: $653,445Liabilities 2014: $7,120Net Assets 2014: $646,3252014Assets 2015: $598,934Liabilities 2015: $13,966Net Assets 2015: $584,9682015Assets 2016: $527,434Liabilities 2016: $9,673Net Assets 2016: $517,7612016Assets 2017: $515,902Liabilities 2017: $15,404Net Assets 2017: $500,4982017Assets 2018: $476,904Liabilities 2018: $27,869Net Assets 2018: $449,0352018Assets 2019: $570,373Liabilities 2019: $64,002Net Assets 2019: $506,3712019Assets 2020: $552,435Liabilities 2020: $62,914Net Assets 2020: $489,5212020Assets 2021: $1,275,879Liabilities 2021: $518,521Net Assets 2021: $757,3582021Assets 2022: $1,053,549Liabilities 2022: $535,685Net Assets 2022: $517,8642022Assets 2023: $1,598,359Liabilities 2023: $1,076,017Net Assets 2023: $522,3422023Assets 2024: $1,860,616Liabilities 2024: $813,055Net Assets 2024: $1,047,5612024

Highlighted filing

2017

Assets$515,902
Liabilities$15,404
Net Assets$500,498

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,150,2852010Revenue 2011: $679,533Expenses 2011: $625,497Net Income 2011: $54,0362011Expenses 2012: $443,9282012Expenses 2013: $260,8362013Revenue 2014: $516,237Expenses 2014: $499,395Net Income 2014: $16,8422014Revenue 2015: $410,496Expenses 2015: $473,140Net Income 2015: -$62,6442015Revenue 2016: $326,717Expenses 2016: $393,924Net Income 2016: -$67,2072016Revenue 2017: $396,464Expenses 2017: $413,727Net Income 2017: -$17,2632017Revenue 2018: $443,895Expenses 2018: $495,358Net Income 2018: -$51,4632018Revenue 2019: $1,054,727Expenses 2019: $997,391Net Income 2019: $57,3362019Revenue 2020: $777,432Expenses 2020: $794,282Net Income 2020: -$16,8502020Revenue 2021: $752,992Expenses 2021: $485,155Net Income 2021: $267,8372021Revenue 2022: $286,343Expenses 2022: $525,837Net Income 2022: -$239,4942022Revenue 2023: $1,109,652Expenses 2023: $1,105,174Net Income 2023: $4,4782023Revenue 2024: $4,415,076Expenses 2024: $3,889,857Net Income 2024: $525,2192024

Highlighted filing

2017

Revenue$396,464
Expenses$413,727
Net Income-$17,263
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jul 30, 2018
Return Version
2016v3.1
Gross Receipts
$396,464
Mission and Program Overview

Mission

Organization was formed to provide low income families of lee county florida with affordable housing by constructing and providing needed resources to such individuals who would not be able to afford such housing for themselves or their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$382,394$368,295▼ $14,099
Land, Buildings, and Equipment, Net$108,523$107,692▼ $831
Prepaid Expenses and Deferred Charges$13,327$16,102▲ $2,775
Pledges and Grants Receivable$14,442$15,990▲ $1,548
Total Assets$527,434$515,902▼ $11,532
Other Assets Total$8,748$7,823▼ $925
Liabilities
Accounts Payable and Accrued Expenses$9,673$15,404▲ $5,731
Total Liabilities$9,673$15,404▲ $5,731
Net Assets / Fund Balance
Unrestricted Net Assets$517,761$500,498▼ $17,263
Total Net Assets Fund Balance$517,761$500,498▼ $17,263
Total Liabilities and Net Assets / Fund Balance$527,434$515,902▼ $11,532

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$105,692$57,900$163,592
Land$2,000-$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erika CooksExecutive DiFT$75,851$14,472$90,323

Board Members and Trustees

NameTitle
Lee FordPresident
Chris GairDirector
Jeff CooperDirector
Johnny StreetsDirector
Michael ReitmannDirector
Tracey PowellDirector
Gaila AndersonSec/treasure
Ahmad R KarehVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$334,281
Program Service Revenue
$57,345
Investment Income
$203
Other Revenue
$4,635
All Other Contributions
$83,000
Change in Net Assets
$-17,263

Audited Revenue Reconciliation

Revenue per Audited Statements
$396,464
Total Revenue per Audited Statements
$396,464
Total Revenue per Form 990
$396,464
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$282,254
Salaries, Compensation, and Employee Benefits$75,851
Grants and Similar Amounts Paid$55,622
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$137,882$16,258-$154,140
Current Officers, Directors, Trustees, and Key Employees$68,266$7,585-$75,851
Grants to Domestic Individuals$55,622--$55,622
Office Expenses$19,138$6,379-$25,517
Insurance$13,258$4,419-$17,677
Fees for Services Accounting$8,468$8,467-$16,935
Occupancy$12,648$4,216-$16,864
Travel$8,922$2,974-$11,896
Depreciation Depletion$1,838$1,837-$3,675
Other Expenses$1,835$611-$2,446
Total Functional Expenses$360,981$52,746$0$413,727

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$413,727
Total Expenses per Audited Statements$413,727
Total Expenses per Form 990$413,727
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
No
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
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 11B

Organization received copy of the tax return to review, sign and return 8879 for efiling.

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

Evaluation of the executive director (leased employee) will be done by no less than 2 or more than 3 appointed board members and the evaluation will be presented to the full board for ratification and/or amendment. The evaluation of the executive director shall include the uses of the current form with its broad categories, evaluation of essential functions as identified and listed in the position description and an oral evaluation and review with the board of directors

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

Evaluation of the key employees (leased employees) will be done by no less than 2 or more than 3 appointed board members and the evaluation will be presented to the full board for ratification and/or amendment. The evaluation of the executive director shall include the uses of the current form with its broad categories, evaluation of essential functions as identified and listed in the position description and an oral evaluation and review with the board of directors

Form 990, Page 6, Part VI, Line 19

Documents are made available upon request.

Form 990, Part VII

Organization uses a peo to provide payroll services, as such "employees" are considered employees of the peo and not the organization. The organization is billed for wages, payroll taxes and benfits by the peo. Officer wages is broken out for transpearancy purposes only.

Filing and Contact Details

Filer

Filer Name
Lee County Housing Development
EIN
65-0295038
Phone
2392755105
Address
PO BOX 2854, FORT MYERS, FL 33902-2854

Signing Officer

Name
Lee Ford
Title
President
Phone
2392755105
Signed
2018-07-30

Organization Details

Principal Officer
Lee Ford
Formed
1991
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Stroemer & Company
Address
14030 METROPOLIS AVE STE 200, FORT MYERS, FL 33912
Preparer
John Stroemer CPA Cfst Cam Gri
Phone
2394331002
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Organization was formed to provide low income families of lee county florida with affordable housing by constructing and providing needed resources to such individuals who would not be able to afford such housing for themselves or their families.

Form 990, Page 1, Part I, Line 6

3 acting as officers/6 as board members - meet once a month for approximately 2 hours a month

Form 990, Page 2, Part III, Line 4C

Instead is part of a plan made in partnership with the family and other community resources, relying on community resources, agency partners, and mainstream benefits to help households regain stability. The county will utilize grant funding to conduct activities associated with the hsp program. Form of assistance the housing stabilization program funds will be used to provide temporary rental and/or security deposit assistance up to a maximum of 1500 per household for 20 households and is based upon funding availability. The housing stabilization plan plays a primary role in determining the amounts and types of assistance the participant will need to become housed in permanent housing or move toward stability. Any rental housing unit, the rental for which is paid, in whole or in part, with rental assistance received under the housing stabilization program, shall be in compliance with the housing quality standards of the united states department of housing and urban development. 5 families or individuals received utility assistance.

Form 990, Part IX, Line 11G

Professional fees 4,219 1,406 0 employee leasing 201,929 22,437 0 less officer wages -68,266 -7,585 0 total 137,882 16,258 0

Financial Statement Notes

Schedule D, Page 3, Part X

The internal revenue service has determined that the organization is exempt from federal income taxes under section 501(c)3 of the internal revenue code. The organization is a not-for-profit florida corporation and therefore is not subject to state income tax taxes. The internal revenue code provides for taxation of unrelated business income under certain circumstances. The organization reports no unrelated business taxable income, however, such status is subject to final determination upon examination of the related tax returns by the appropriate taxing authorities. The organization's tax filings are subject to audit by various taxing authorities. Certain income tax returns filed by the organization remain open to examination by these government agencies. The financial accounting standards board has issued guidance on accounting for uncertainty in income taxes and the organization adopted this guidance. The organization has evaluated its tax positions and any estimates utilized in its tax returns, and concluded that the organization has taken no uncertain tax positions that require adjustments to the financial statements to comply with the provisions of this guidance.

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IRS990/ProgSrvcAccomActy2Grp/Desc0ORGANIZATION PROVIDES HOUSING COUNSELING, HOMELESS COUNSELING, VA COUNSELING, FINAINCIAL EDUCATION AND FORECLOSURE PREVENTION SERVICES FOR RESIDENTS OF LEE COUNTY FLORIDA. OVER 231 CLIENTS RECEIVED COUNSELING AND 25 RECEIVED FORECLOSURE PREVENTION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0220630
IRS990/ProgSrvcAccomActy2Grp/GrantAmt018479
IRS990/ProgSrvcAccomActy3Grp/Desc0THE LCHDC HOUSING STABILIZATION PROGRAM IS DESIGNED TO PROVIDE FINANCIAL ASSISTANCE TO FAMILIES AND INDIVIDUALS, WHO ARE RESIDING IN LEE COUNTY FL AREA, GAIN OR MAINTAIN HOUSING STABILITY. THIS PROGRAM TARGETS TWO POPULATIONS OF PERSONS FACING HOUSING INSTABILITY: 1. FAMILIES OR INDIVIDUALS WHO ARE STILL HOUSED WITHIN LEE COUNTY BUT ARE AT IMMINENT RISK OF BECOMING HOMELESS AND; 2. FAMILIES OR INDIVIDUALS WHO ARE ALREADY HOMELESS AND SEEKING HOUSING WITHIN LEE COUNTY. THIS PROGRAM ASSISTANCE IS NOT INTENDED TO PROVIDE LONG-TERM SUPPORT FOR PROGRAM PARTICIPANTS, AND IT IS NOT INTENDED TO PROVIDE ALL SUPPORTIVE SERVICE NEEDS OF HOUSEHOLDS THAT AFFECT HOUSING STABILITY. THE PROGRAM INSTEAD IS PART OF A PLAN MADE IN PARTNERSHIP WITH THE FAMILY AND OTHER COMMUNITY RESOURCES, RELYING ON COMMUNITY RESOURCES, AGENCY PARTNERS, AND MAINSTREAM BENEFITS TO HELP HOUSEHOLDS REGAIN STABILITY. THE COUNTY WILL UTILIZE GRANT FUNDING TO CONDUCT ACTIVITIES ASSOCIATED WITH THE HSP PROGRAM. FORM OF ASSISTANCE THE HOUSING STABILIZATION PROGRAM FUNDS WILL BE USED TO PROVIDE TEMPORARY RENTAL AND/OR SECURITY DEPOSIT ASSISTANCE UP TO A MAXIMUM OF 1500 PER HOUSEHOLD FOR 20 HOUSEHOLDS AND IS BASED UPON FUNDING AVAILABILITY. THE HOUSING STABILIZATION PLAN PLAYS A PRIMARY ROLE IN DETERMINING THE AMOUNTS AND TYPES OF ASSISTANCE THE PARTICIPANT WILL NEED TO BECOME HOUSED IN PERMANENT HOUSING OR MOVE TOWARD STABILITY. ANY RENTAL HOUSING UNIT, THE RENTAL FOR WHICH IS PAID, IN WHOLE OR IN PART, WITH RENTAL ASSISTANCE RECEIVED UNDER THE HOUSING STABILIZATION PROGRAM, SHALL BE IN COMPLIANCE WITH THE HOUSING QUALITY STANDARDS OF THE UNITED STATES DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. 5 FAMILIES OR INDIVIDUALS RECEIVED UTILITY ASSISTANCE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05045
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IRS990/PYTotalExpensesAmt0393924
IRS990/PYTotalRevenueAmt0326717
IRS990/ReconcilationRevenueExpnssAmt0-17263
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt057345
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0382394
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0368295
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0334281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0243471
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0360064
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0486788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0218710
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01643314
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0224
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0377
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0226
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0431
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01461
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt057345
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97980
IRS990ScheduleA/PublicSupportPY170Pct00.98600
IRS990ScheduleA/PublicSupportTotal170Amt01631107
IRS990ScheduleA/SubstantialContributorsTotAmt012207
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0334281
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0243471
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0360064
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0486788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0218710
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01643314
IRS990ScheduleA/TotalSupportAmt01664652
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt03635
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt07637
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt03526
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt05079
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt019877
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0413727
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt02000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0105692
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt057900
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0163592
IRS990ScheduleD/RevenueSubtotalAmt0396464
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS A NOT-FOR-PROFIT FLORIDA CORPORATION AND THEREFORE IS NOT SUBJECT TO STATE INCOME TAX TAXES. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE ORGANIZATION REPORTS NO UNRELATED BUSINESS TAXABLE INCOME, HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. CERTAIN INCOME TAX RETURNS FILED BY THE ORGANIZATION REMAIN OPEN TO EXAMINATION BY THESE GOVERNMENT AGENCIES. THE FINANCIAL ACCOUNTING STANDARDS BOARD HAS ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND THE ORGANIZATION ADOPTED THIS GUIDANCE. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND ANY ESTIMATES UTILIZED IN ITS TAX RETURNS, AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0107692
IRS990ScheduleD/TotalExpensesPerForm990Amt0413727
IRS990ScheduleD/TotalRevenuePerForm990Amt0396464
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0396464
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0413727
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt018479
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt132098
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt25045
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FORECLOSURE PREVENTION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1RENTAL ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2UTILITY ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt025
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt131
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt25
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION WAS FORMED TO PROVIDE LOW INCOME FAMILIES OF LEE COUNTY FLORIDA WITH AFFORDABLE HOUSING BY CONSTRUCTING AND PROVIDING NEEDED RESOURCES TO SUCH INDIVIDUALS WHO WOULD NOT BE ABLE TO AFFORD SUCH HOUSING FOR THEMSELVES OR THEIR FAMILIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13 ACTING AS OFFICERS/6 AS BOARD MEMBERS - MEET ONCE A MONTH FOR APPROXIMATELY 2 HOURS A MONTH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSTEAD IS PART OF A PLAN MADE IN PARTNERSHIP WITH THE FAMILY AND OTHER COMMUNITY RESOURCES, RELYING ON COMMUNITY RESOURCES, AGENCY PARTNERS, AND MAINSTREAM BENEFITS TO HELP HOUSEHOLDS REGAIN STABILITY. THE COUNTY WILL UTILIZE GRANT FUNDING TO CONDUCT ACTIVITIES ASSOCIATED WITH THE HSP PROGRAM. FORM OF ASSISTANCE THE HOUSING STABILIZATION PROGRAM FUNDS WILL BE USED TO PROVIDE TEMPORARY RENTAL AND/OR SECURITY DEPOSIT ASSISTANCE UP TO A MAXIMUM OF 1500 PER HOUSEHOLD FOR 20 HOUSEHOLDS AND IS BASED UPON FUNDING AVAILABILITY. THE HOUSING STABILIZATION PLAN PLAYS A PRIMARY ROLE IN DETERMINING THE AMOUNTS AND TYPES OF ASSISTANCE THE PARTICIPANT WILL NEED TO BECOME HOUSED IN PERMANENT HOUSING OR MOVE TOWARD STABILITY. ANY RENTAL HOUSING UNIT, THE RENTAL FOR WHICH IS PAID, IN WHOLE OR IN PART, WITH RENTAL ASSISTANCE RECEIVED UNDER THE HOUSING STABILIZATION PROGRAM, SHALL BE IN COMPLIANCE WITH THE HOUSING QUALITY STANDARDS OF THE UNITED STATES DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. 5 FAMILIES OR INDIVIDUALS RECEIVED UTILITY ASSISTANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION RECEIVED COPY OF THE TAX RETURN TO REVIEW, SIGN AND RETURN 8879 FOR EFILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EVALUATION OF THE EXECUTIVE DIRECTOR (LEASED EMPLOYEE) WILL BE DONE BY NO LESS THAN 2 OR MORE THAN 3 APPOINTED BOARD MEMBERS AND THE EVALUATION WILL BE PRESENTED TO THE FULL BOARD FOR RATIFICATION AND/OR AMENDMENT. THE EVALUATION OF THE EXECUTIVE DIRECTOR SHALL INCLUDE THE USES OF THE CURRENT FORM WITH ITS BROAD CATEGORIES, EVALUATION OF ESSENTIAL FUNCTIONS AS IDENTIFIED AND LISTED IN THE POSITION DESCRIPTION AND AN ORAL EVALUATION AND REVIEW WITH THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EVALUATION OF THE KEY EMPLOYEES (LEASED EMPLOYEES) WILL BE DONE BY NO LESS THAN 2 OR MORE THAN 3 APPOINTED BOARD MEMBERS AND THE EVALUATION WILL BE PRESENTED TO THE FULL BOARD FOR RATIFICATION AND/OR AMENDMENT. THE EVALUATION OF THE EXECUTIVE DIRECTOR SHALL INCLUDE THE USES OF THE CURRENT FORM WITH ITS BROAD CATEGORIES, EVALUATION OF ESSENTIAL FUNCTIONS AS IDENTIFIED AND LISTED IN THE POSITION DESCRIPTION AND AN ORAL EVALUATION AND REVIEW WITH THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ORGANIZATION USES A PEO TO PROVIDE PAYROLL SERVICES, AS SUCH "EMPLOYEES" ARE CONSIDERED EMPLOYEES OF THE PEO AND NOT THE ORGANIZATION. THE ORGANIZATION IS BILLED FOR WAGES, PAYROLL TAXES AND BENFITS BY THE PEO. OFFICER WAGES IS BROKEN OUT FOR TRANSPEARANCY PURPOSES ONLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROFESSIONAL FEES 4,219 1,406 0 EMPLOYEE LEASING 201,929 22,437 0 LESS OFFICER WAGES -68,266 -7,585 0 TOTAL 137,882 16,258 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0515902
IRS990/TotalAssetsGrp/BOYAmt0527434
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IRS990/TotalContributionsAmt0334281
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt052746
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0360981
IRS990/TotalFunctionalExpensesGrp/TotalAmt0413727
IRS990/TotalGrossUBIAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt04838
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt057345
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0396464
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0527434
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IRS990/TravelGrp/ManagementAndGeneralAmt02974
IRS990/TravelGrp/ProgramServicesAmt08922
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02959 BROADWAY
IRS990/USAddress/CityNm0FORT MYERS
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033901
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IRS990/WebsiteAddressTxt0WWW.LEECOUNTYHDC.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE FORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02392755105
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE COUNTY HOUSING DEVELOPMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0LEEC
ReturnHeader/Filer/EIN0650295038
ReturnHeader/Filer/PhoneNum02392755105
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2854
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0339022854

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.81$1.05$4.42$3.89$0.53
2023Summary only. Only limited summary data is available for this year.$1.60$1.08$0.52$1.11$1.11$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.54$0.52$0.29$0.53$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.52$0.76$0.75$0.49$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.06$0.49$0.78$0.79$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.06$0.51$1.05$1.00$0.06
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.03$0.45$0.44$0.50$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.02$0.50$0.40$0.41$0.02
2016Summary only. Only limited summary data is available for this year.$0.53$0.01$0.52$0.33$0.39$0.07
2015Summary only. Only limited summary data is available for this year.$0.60$0.01$0.58$0.41$0.47$0.06
2014Summary only. Only limited summary data is available for this year.$0.65$0.01$0.65$0.52$0.50$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.02$0.63$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.02$0.65$0.44
2011Summary only. Only limited summary data is available for this year.$0.60$0.02$0.57$0.68$0.63$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.22$0.52$1.15