The Lee County Jewish Federation Inc
- Assets
- $1.6m
- Revenue
- $795.9k
- Investments
- $0.0
- Employees
- 4
- Location
- Fort Myers, FL
- Founding
- 07/1986
- Data as of
- 12/2021
- EIN
- 59-2668992
Organization Overview
The Lee County Jewish Federation Inc, operating under the name The Jewish Federation Of Lee And, is located in Fort Myers, FL. The organization was established in 1986. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, Jewish Federation Of Lee And employed 4 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jewish Federation Of Lee And is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Jewish Federation Of Lee And generated $795.9k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.1% each year. All expenses for the organization totaled $671.6k during the year ending 12/2021. While expenses have increased by 0.9% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Jewish Federation Of Lee And has awarded 17 individual grants totaling $659,211. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE MISSION OF THE JEWISH FEDERATION OF LEE AND CHARLOTTE COUNTIES IS TO PROVIDE AND SUPPORT PHILANTHROPIC, EDUCATIONAL, AND SOCIAL SERVICE PROGRAMS THAT PROMOTE SUCH JEWISH VALUES AS TZEDAKAH (BENEVOLENCE), TIKKUN OLAN (REPAIRING THE WORLD), AND K'LAL YISRAEL (TAKING RESPONSIBILITY FOR ONE ANOTHER) IN ORDER TO STRENGTHEN AND ENRICH THE JEWISH COMMUNITY LOCALLY, IN ISRAEL, AND THROUGHOUT THE WORLD.
Describe the Organization's Program Activity:
JEWISH LIFE: THE PROGRAM ALLOWS FOR THE EXPLORATION OF THE JEWISH COMMUNITY THROUGH COMMUNITY BREAKFASTS, THE J-FED SOCIAL CLUB, THE TRIBE (EVENTS FOR ADULTS IN THEIR 30S AND 40S), HOLOCAUST REMEMBRANCE PROGRAM, LSRAELFEST, AND SMALL ONGOING ACTIVITIES SUCH AS BBYO, MAH JONGG, JEWISH WAR VETERANS, ISRAELI DANCING.
JEWISH FAMILY SERVICES: EXISTS TO FULFILL ONE OF THE MOST IMPORTANT JEWISH VALUES: TIKKUM OLAN, THE OBLIGATION TO MAKE THE WORLD A BETTER PLACE. THEY PROVIDE VITAL SERVICES TO THOSE IN NEED THROUGH THE FOOD PANTRY, MARCIA CAN HELP, AND SENIOR LUNCH BRUNCH.
L'CHAYIM: MONTHLY PUBLICATION TO KEEP JEWISH COMMUNITY INFORMED ABOUT LOCAL, NATIONAL, AND INTERNATIONAL JEWISH ISSUES. ARTICLES ARE SUBMITTED BY THE JEWISH CLERGY, LAY LEADERS IN LEE AND CHARLOTTE COUNTIES, BOARD MEMBERS, AND STAFF. THE "GLUE" THAT KEEPS THE ARTICLES TOGETHER IS THE ADVERTISING.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Alan Isaacs Executive Di | Officer | 40 | $136,223 |
Andi Horowitz Co-Vp Educat | OfficerTrustee | 0.5 | $0 |
Barbara Siegel Co President | OfficerTrustee | 3 | $0 |
Karin Fine Secretary | OfficerTrustee | 1 | $0 |
Brian Simon Immed Past P | OfficerTrustee | 0.5 | $0 |
Sherri Zucker Co President | OfficerTrustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $552,266 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $46,112 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $552,266 |
| Total Program Service Revenue | $110,709 |
| Investment income | $11,253 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $27,431 |
| Net Gain/Loss on Asset Sales | $30,124 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $795,884 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $116,595 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $136,223 |
| Compensation of current officers, directors, key employees. | $34,056 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $82,877 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $37,786 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $7,976 |
| Fees for services: Other | $31,429 |
| Advertising and promotion | $525 |
| Office expenses | $66,364 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $21,620 |
| Travel | $6,442 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $837 |
| Interest | $408 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $16,665 |
| Insurance | $20,879 |
| All other expenses | $791 |
| Total functional expenses | $671,646 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $288,093 |
| Savings and temporary cash investments | $99,720 |
| Pledges and grants receivable | $3,148 |
| Accounts receivable, net | $6,704 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $22,328 |
| Net Land, buildings, and equipment | $575,226 |
| Investments—publicly traded securities | $579,048 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $900 |
| Total assets | $1,575,167 |
| Accounts payable and accrued expenses | $12,845 |
| Grants payable | $0 |
| Deferred revenue | $30,319 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $2,500 |
| Total liabilities | $45,664 |
| Net assets without donor restrictions | $851,170 |
| Net assets with donor restrictions | $678,333 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,575,167 |
Grants Awarded
Over the last fiscal year, The Lee County Jewish Federation Inc has awarded $75,145 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
New York, NY PURPOSE: SUPPORT MISSION JFNA | $65,145 |
Coral Gables, FL PURPOSE: EDUCATION | $10,000 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that The Lee County Jewish Federation Inc has recieved totaling $13,717.
| Awarding Organization | Amount |
|---|---|
Southwest Florida Community Foundation Inc Fort Myers, FL PURPOSE: GEN OP SUPORT | $7,892 |
Harry Chapin Food Bank Of Southwest Florida Inc Fort Myers, FL PURPOSE: Food for public distribution | $5,753 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $72 |
Endowment Analysis
| Beg. Balance | $142,975 |
| Earnings | $12,349 |
| Other Expense | $16,900 |
| Ending Balance | $138,424 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Greater Miami Jewish Federation Miami, FL | $526,029,047 | $149,579,528 |
United Way Miami Inc Miami, FL | $146,891,881 | $55,112,888 |
Community Action Partnership Of North Alabama Inc Decatur, AL | $106,792,545 | $49,339,847 |
United Way Of Northeast Florida Inc Jacksonville, FL | $41,231,391 | $43,923,077 |
Jewish Federation Of Greater Atlanta Inc Atlanta, GA | $335,156,066 | $46,977,032 |
Jewish Federation Of Palm Beach County Inc West Palm Beach, FL | $188,649,798 | $40,996,005 |
United Way Of Broward County Fort Lauderdale, FL | $30,254,563 | $21,112,252 |
Heart Of Florida United Way Orlando, FL | $52,280,258 | $21,120,938 |
United Way Suncoast Inc Tampa, FL | $59,673,502 | $17,914,764 |
United Jewish Community Of Broward County Inc Davie, FL | $191,632,658 | $32,289,120 |
Jewish Federation Of South Palm Beach County Inc Boca Raton, FL | $220,329,393 | $31,215,392 |
United Way Of Lee County Inc Fort Myers, FL | $10,857,756 | $16,905,483 |