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Nonprofiteer
← THE LEE COUNTY JEWISH FEDERATION INC

Form 990 for tax year 2022

Filed by THE LEE COUNTY JEWISH FEDERATION INC.

Totals

Total revenue
$1,391,748
Total expenses
$1,010,031
Contributions and grants received
$1,094,928
Grants paid
$119,507
Program service revenue
$218,519
Investment income
$15,531
Other revenue
$62,770
Total assets, end of year
$1,879,696
Total liabilities, end of year
$47,980
Net assets or fund balances, end of year
$1,831,716
Program services expenses (Part IX)
$706,471
Management and general expenses
$147,948
Fundraising expenses
$155,612
Program service expenses (Part III)
$706,471

Program services were 69.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $1,094,928

  • 1g · Noncash contributions included above

    $9,920

  • 2a · Program service revenue: OTHER SOCIAL PROGRAMS

    total $181,231 · related or exempt $181,231

  • 2b · Program service revenue: FILM FESTIVAL

    total $30,201 · related or exempt $30,201

  • 2c · Program service revenue: ISRAEL FEST

    total $7,087 · related or exempt $7,087

  • 3 · Investment income

    total $12,934 · excluded $12,934

  • 6a · Gross rents

    real property $28,072

  • 6c · Rental income or loss

    real property $28,072

  • 6d · Net rental income or loss

    total $28,072 · excluded $28,072

  • 7a · Gross sales of assets other than inventory

    securities $2,597

  • 7c · Gain or loss

    securities $2,597

  • 7d · Net gain or loss

    total $2,597 · related or exempt $2,597

  • 11a · Other revenue: L'CHAYIM

    total $34,698 · unrelated business $34,698

  • 11e · Other revenue, total

    $34,698

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $119,507 · program services $119,507

  • 5 · Compensation of officers, directors and key employees

    total $146,869 · program services $28,973 · management and general $38,218 · fundraising $79,678

  • 7 · Other salaries and wages

    total $46,275 · program services $39,097 · management and general -$5,057 · fundraising $12,235

  • 10 · Payroll taxes

    total $37,222 · program services $10,620 · management and general $7,674 · fundraising $18,928

  • 11f · Fees: investment management

    total $8,362 · management and general $8,362

  • 11g · Fees: other

    total $31,411 · program services $8,338 · management and general $23,073

  • 12 · Advertising and promotion

    total $6,809 · program services $718 · management and general $363 · fundraising $5,728

  • 13 · Office expenses

    total $67,006 · program services $57,260 · management and general $5,062 · fundraising $4,684

  • 16 · Occupancy

    total $27,259 · program services $13,058 · management and general $7,697 · fundraising $6,504

  • 17 · Travel

    total $8,034 · program services $2,052 · management and general $4,549 · fundraising $1,433

  • 19 · Conferences, conventions and meetings

    total $3,249 · program services $3,000 · management and general $249

  • 22 · Depreciation, depletion and amortization

    total $17,045 · management and general $17,045

  • 23 · Insurance

    total $23,756 · program services $9,091 · management and general $14,665

  • 24a · Other expenses: PROGRAM EXPENSES

    total $397,080 · program services $376,299 · management and general $15,398 · fundraising $5,383

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $31,310 · program services $13,454 · management and general $9,171 · fundraising $8,685

  • 24c · Other expenses: CASE MANAGER

    total $24,000 · program services $24,000

  • 24d · Other expenses: UNCOLLECTIBLE PLEDGE

    total $12,052 · fundraising $12,052

  • 24e · All other expenses

    total $2,785 · program services $1,004 · management and general $1,479 · fundraising $302

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $288,093 · end of year $626,962

  • 2 · Savings and temporary cash investments

    beginning of year $99,720 · end of year $100,244

  • 3 · Pledges and grants receivable

    beginning of year $3,148 · end of year $38,500

  • 4 · Accounts receivable

    beginning of year $6,704 · end of year $7,975

  • 9 · Prepaid expenses and deferred charges

    beginning of year $22,328 · end of year $31,690

  • 10a · Land, buildings and equipment: cost or other basis

    $771,052

  • 10b · Land, buildings and equipment: accumulated depreciation

    $205,118

  • 10c · Land, buildings and equipment, net

    beginning of year $575,226 · end of year $565,934

  • 11 · Investments: publicly traded securities

    beginning of year $579,048 · end of year $507,891

  • 15 · Other assets

    beginning of year $900 · end of year $500

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,845 · end of year $11,939

  • 19 · Deferred revenue

    beginning of year $30,319 · end of year $33,541

  • 25 · Other liabilities

    beginning of year $2,500 · end of year $2,500

  • 27 · Net assets without donor restrictions

    beginning of year $851,170 · end of year $890,037

  • 28 · Net assets with donor restrictions

    beginning of year $678,333 · end of year $941,679

Mission and programs · 2022

Mission

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.

  • 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.

    Expenses $243,393 · Grants $119,507 · Revenue $218,519

  • 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.

    Expenses $385,836

  • 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.

    Expenses $77,242

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Debbie Sanford

    EXEC DIR -PA

    Total calculated
    $91,427
    From this org
    $91,427
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Alan Isaacs

    EXEC DIR -PA

    Total calculated
    $56,442
    From this org
    $53,442
    From related orgs
    $0
    Other
    $3,000
    Hours/week
    40

  • Matthew Boggan

    STUENT REP.

    Total calculated
    $0
    Hours/week
    0.25

  • Karin Fine

    FOUNDATION

    Total calculated
    $0
    Hours/week
    0.38

  • Shirley Frank

    DIRECTOR AT

    Total calculated
    $0
    Hours/week
    0.25

  • Valerie Franklin

    SECRETARY

    Total calculated
    $0

  • Helene Glocer

    DIRECTOR AT

    Total calculated
    $0
    Hours/week
    0.25

  • Carolyn Gora

    DIRECTOR AT

    Total calculated
    $0
    Hours/week
    0.25

  • Jerry Greenfield

    DIRECTOR AT

    Total calculated
    $0
    Hours/week
    0.25

  • Elisa Grossman

    DIRECTOR AT

    Total calculated
    $0
    Hours/week
    0.25

  • Andi Horowitz

    VP EDUCATION

    Total calculated
    $0
    Hours/week
    0.25

  • Marsha Kistler

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Doreen Kostel

    DIRECTOR AT

    Total calculated
    $0
    Hours/week
    0.25

  • Michele Laboda

    VP-ADMINISTR

    Total calculated
    $0
    Hours/week
    0.13

  • Rozzi Osterman

    DIRECTOR AT

    Total calculated
    $0
    Hours/week
    0.25

  • William Reynolds

    CAMPUS INITI

    Total calculated
    $0
    Hours/week
    0.25

  • Barbara Siegel

    IMMED. PAST

    Total calculated
    $0
    Hours/week
    0.38

  • Sylvia Simko

    COMMUNITY RE

    Total calculated
    $0
    Hours/week
    0.25

  • Brian Simon

    TREASURER

    Total calculated
    $0
    Hours/week
    0.25

  • Sherri Zucker

    IMMED. PAST

    Total calculated
    $0
    Hours/week
    0.38

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
13 December 2023
IRS schema version
2022v5.0
Source object
202420179349301422

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