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THE LEE COUNTY JEWISH FEDERATION INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE LEE COUNTY JEWISH FEDERATION INC (EIN 59-2668992)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-11
IRS object ID
202023169349301692
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-11T09:52:46-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592445709PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MYERS BRETTHOLTZ & COMPANY PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112671 WHITEHALL DRAddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP339073626ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN592668992EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEE COUNTY JEWISH FEDERATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEECBusinessNameControlTxt
Phone2394814449PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19701 COMMERCE CENTER COURTAddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33908ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN SIMONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2394814449PhoneNum
Signature2020-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN M BRETTHOLTZ CPAPreparerPersonNm
PTINP00284985PTIN
Phone2399395775PhoneNum
Preparation2020-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.129.9.146IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-11IPDt
IP Tm09:52:46IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6F0457C674B1B86798369FF72841A26059ECEECFAtSubmissionCreationDeviceId
At Submission Filing Device Id5982A7AFAC5FE1827FEB3AFFCAA57849987DD82BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1THE JEWISH FEDERATION OF LEE ANDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerBRIAN SIMONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19701 COMMERCE CENTER COURTAddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33908ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$701,100GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEWISHFEDERATIONLCC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTO 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.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers60TotalVolunteersCnt
Total Gross UBI$48,937TotalGrossUBIAmt
PY Contributions Grants$429,936PYContributionsGrantsAmt
CY Contributions Grants$474,792CYContributionsGrantsAmt
PY Program Service Revenue$100,210PYProgramServiceRevenueAmt
CY Program Service Revenue$96,946CYProgramServiceRevenueAmt
PY Investment Income$38,652PYInvestmentIncomeAmt
CY Investment Income$11,122CYInvestmentIncomeAmt
PY Other Revenue$67,070PYOtherRevenueAmt
CY Other Revenue$73,000CYOtherRevenueAmt
PY Total Revenue$635,868PYTotalRevenueAmt
CY Total Revenue$655,860CYTotalRevenueAmt
PY Grants And Similar Paid$102,801PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$116,544CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$245,363PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$252,082CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$169,408CYTotalFundraisingExpenseAmt
PY Other Expenses$323,983PYOtherExpensesAmt
CY Other Expenses$332,416CYOtherExpensesAmt
PY Total Expenses$672,147PYTotalExpensesAmt
CY Total Expenses$701,042CYTotalExpensesAmt
PY Revenues Less Expenses-$36,279PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$45,182CYRevenuesLessExpensesAmt
Total Assets BOY$1,389,894TotalAssetsBOYAmt
Total Assets EOY$1,398,999TotalAssetsEOYAmt
Total Liabilities BOY$92,698TotalLiabilitiesBOYAmt
Total Liabilities EOY$61,879TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,297,196NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,337,120NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$384,895ExpenseAmt
Grant$116,544GrantAmt
Revenue$49,722RevenueAmt
DescSOCIAL 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$36,410ExpenseAmt
Revenue$47,224RevenueAmt
DescFILM FESTIVAL: THE GOAL OF THE FILM FESTIVAL IS TO PROVIDE SOUTHWEST FLORIDA RESIDENTS WITH THE OPPORTUNITY TO VIEW JEWISH THEMED FILMS NOT TYPICALLY MADE AVAILABLE THROUGH THE LOCAL THEATERS. THE FILMS ARE CHOSEN BY A COMMITTEE, RENTED FROM DISTRIBUTORS IN THE U.S. AND ABROAD, AND SHOWN AT LOCAL THEATERS AND AUDITORIUMS. ALL FILMS ARE ADVERTISED IN THE JEWISH FEDERATION'S NEWSPAPER AND OPEN TO THE PUBLIC.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$421,305TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee3EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPAULA ZLATKINPersonNm
Phone2394814449PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19701 COMMERCE CENTER COURTAddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33908ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
ALAN ISAACS
EXECUTIVE DI40.00Yes (X)$131,800$0$0
PAUL BARTROP
CAMPUS INITI0.50$0$0$0Yes (X)
KARIN FINE
SECRETARY1.00Yes (X)$0$0$0Yes (X)
CAROLYN GORA
DIRECTOR AT1.00$0$0$0Yes (X)
JERRY GREENFIELD
DIRECTOR AT0.50$0$0$0Yes (X)
ANDI HOROWITZ
CO-VP EDUCAT0.50Yes (X)$0$0$0Yes (X)
LINDA IDELSON
DIRECTOR AT0.50$0$0$0Yes (X)
MARSHA KISTLER
TREASURER2.00Yes (X)$0$0$0Yes (X)
SARA KRIVISKY
CO-VP EDUCAT1.00Yes (X)$0$0$0Yes (X)
MICHELE LABODA
VP-ADMINISTR0.50Yes (X)$0$0$0Yes (X)
ROZZI OSTERMAN
IMMED PAST P0.50Yes (X)$0$0$0Yes (X)
BARBARA SIEGEL
DIRECTOR AT3.00$0$0$0Yes (X)
SYLVIA SIMKO
COMMUNITY RE0.50$0$0$0Yes (X)
BRIAN SIMON
PRESIDENT3.00Yes (X)$0$0$0Yes (X)
ROBERT THOMAS
DIRECTOR AT1.00$0$0$0Yes (X)
SHERRI ZUCKER
JEWISH FAMIL2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$131,800TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Federated Campaigns$474,792FederatedCampaignsAmt
Noncash Contributions$36,797NoncashContributionsAmt
Total Contributions$474,792TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
OTHER SOCIAL PROGRAMS$49,722$49,722
FILM FESTIVAL$47,224$47,224
FieldValueIRS element (for citing)
Total Program Service Revenue$96,946TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,649TotalRevenueColumnAmt
Exclusion$6,649ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$24,063RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$24,063RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,063TotalRevenueColumnAmt
Exclusion$24,063ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$49,713SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$45,240SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,473SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,473TotalRevenueColumnAmt
Related Or Exempt Func Income$4,473RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescL'CHAYIMDesc
Business541800BusinessCd
Total Revenue Column$48,937TotalRevenueColumnAmt
Unrelated Business Revenue$48,937UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$48,937OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$655,860TotalRevenueColumnAmt
Related Or Exempt Func Income$101,419RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$48,937UnrelatedBusinessRevenueAmt
Exclusion$30,712ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$116,544TotalAmt
Program Services$116,544ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$131,800TotalAmt
Program Services$26,360ProgramServicesAmt
Management And General$32,950ManagementAndGeneralAmt
Fundraising$72,490FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$87,300TotalAmt
Program Services$51,427ProgramServicesAmt
Management And General$10,619ManagementAndGeneralAmt
Fundraising$25,254FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$32,982TotalAmt
Program Services$9,384ProgramServicesAmt
Management And General$7,326ManagementAndGeneralAmt
Fundraising$16,272FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,909TotalAmt
Program Services$2,909ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$31,454TotalAmt
Program Services$20,658ProgramServicesAmt
Management And General$5,398ManagementAndGeneralAmt
Fundraising$5,398FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$8,533TotalAmt
Program Services$4,358ProgramServicesAmt
Fundraising$4,175FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$71,790TotalAmt
Program Services$64,246ProgramServicesAmt
Management And General$3,381ManagementAndGeneralAmt
Fundraising$4,163FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$17,534TotalAmt
Program Services$9,232ProgramServicesAmt
Management And General$4,200ManagementAndGeneralAmt
Fundraising$4,102FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,675TotalAmt
Program Services$5,569ProgramServicesAmt
Management And General$2,050ManagementAndGeneralAmt
Fundraising$2,056FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$397TotalAmt
Program Services$120ProgramServicesAmt
Management And General$217ManagementAndGeneralAmt
Fundraising$60FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$15,664TotalAmt
Management And General$15,664ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$19,269TotalAmt
Program Services$7,465ProgramServicesAmt
Management And General$11,804ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EXPENSES$72,085$67,200$147$4,738
DUES AND SUBSCRIPTIONS$31,656$13,367$9,354$8,935
UNCOLLECTIBLE ACCOUNTS$21,441$21,441
CASE MANAGER$19,196$19,196

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$10,813TotalAmt
Program Services$3,270ProgramServicesAmt
Management And General$7,219ManagementAndGeneralAmt
Fundraising$324FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$701,042TotalAmt
Program Services$421,305ProgramServicesAmt
Management And General$110,329ManagementAndGeneralAmt
Fundraising$169,408FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$206,549BOYAmt
EOY$213,758EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$96,733BOYAmt
EOY$97,692EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,167BOYAmt
EOY$9,892EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,373BOYAmt
EOY$2,008EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$26,564BOYAmt
EOY$24,881EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$747,698LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$155,850LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$607,512BOYAmt
EOY$591,848EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$429,021BOYAmt
EOY$458,020EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$975BOYAmt
EOY$900EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,389,894BOYAmt
EOY$1,398,999EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,451BOYAmt
EOY$13,611EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$81,247BOYAmt
EOY$45,768EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$2,500EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$92,698BOYAmt
EOY$61,879EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$765,506BOYAmt
EOY$731,337EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$531,690BOYAmt
EOY$605,783EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,297,196BOYAmt
EOY$1,337,120EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,389,894BOYAmt
EOY$1,398,999EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$45,182ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$36,998NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$48,108PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$501,092CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$513,682CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$496,361CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$429,936CurrentTaxYearMinus1YearAmt
Current Tax Year$474,792CurrentTaxYearAmt
Total$2,415,863TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$59,094CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$57,280CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$88,056CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$100,210CurrentTaxYearMinus1YearAmt
Current Tax Year$96,946CurrentTaxYearAmt
Total$401,586TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$560,186CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$570,962CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$584,417CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$530,146CurrentTaxYearMinus1YearAmt
Current Tax Year$571,738CurrentTaxYearAmt
Total$2,817,449TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$2,817,449PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,050CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,041CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,414CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,056CurrentTaxYearMinus1YearAmt
Current Tax Year$30,712CurrentTaxYearAmt
Total$73,273TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,690CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,561CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$407CurrentTaxYearMinus2YearsAmt
Total$9,658TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,740CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,602CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,821CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,056CurrentTaxYearMinus1YearAmt
Current Tax Year$30,712CurrentTaxYearAmt
Total$82,931TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$569,926CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$585,564CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$587,238CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$555,202CurrentTaxYearMinus1YearAmt
Current Tax Year$602,450CurrentTaxYearAmt
Total$2,900,380TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97140PublicSupportCY509Pct
Public Support PY5090.97450PublicSupportPY509Pct
Investment Income CY0.03000InvestmentIncomeCYPct
Investment Income PY0.03000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held6DonorAdvisedFundsHeldCnt
Donor Advised Funds Vl EOY$458,020DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$142,949BeginningYearBalanceAmt
Investment Earnings Or Losses-$5,327InvestmentEarningsOrLossesAmt
End Year Balance$137,622EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$145,837BeginningYearBalanceAmt
Investment Earnings Or Losses-$2,888InvestmentEarningsOrLossesAmt
End Year Balance$142,949EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$138,418BeginningYearBalanceAmt
Investment Earnings Or Losses$7,419InvestmentEarningsOrLossesAmt
End Year Balance$145,837EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$130,291BeginningYearBalanceAmt
Investment Earnings Or Losses$8,127InvestmentEarningsOrLossesAmt
End Year Balance$138,418EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$130,717BeginningYearBalanceAmt
Investment Earnings Or Losses-$426InvestmentEarningsOrLossesAmt
End Year Balance$130,291EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$177,208OtherCostOrOtherBasisAmt
Book Value$177,208BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$543,581OtherCostOrOtherBasisAmt
Depreciation$147,311DepreciationAmt
Book Value$396,270BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$21,758OtherCostOrOtherBasisAmt
Depreciation$5,575DepreciationAmt
Book Value$16,183BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,151OtherCostOrOtherBasisAmt
Depreciation$2,964DepreciationAmt
Book Value$2,187BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$591,848TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescRENTAL DEPOSITDesc
Amt$2,500Amt
FieldValueIRS element (for citing)
Total Liability$2,500TotalLiabilityAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
JEWISH FEDERATIONS OF NORTH AMERICA
25 BROADWAYSUITE 1700NEW YORKNY10004131624240501C3$66,831SUPPORT MISSION JFNA
UNIVERSITY OF MIAMI
1252 MEMORIAL DRIVECORAL GABLESFL33124590624458501C3$8,000EDUCATION
JEWISH FOUNDATION GREATER ROCHESTER
255 EAST AVESTE 201ROCHESTERNY14804160868942501C3$21,100SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 4, PART IVFormAndLineReferenceDesc
ExplanationPART II LINE 1 (H): JEWISH FEDERATIONS OF NORTH AMERICA PLANTS THE SEEDS FOR JEWISH RENAISSANCE AND RENEWAL, ENSURES THE JEWISH COMMUNITY NEVER WAIVERS ON ITS COMMITMENT TO PROVIDE HUMAN SERVICES AND TO ADVOCATE FOR JUST SOCIAL POLICY, AND WORKS TO CONTINUOUSLY STRENGTHEN THE NORTH AMERICAN JEWISH COMMUNITY'S LINK TO ISRAEL AND THE WORLDWIDE JEWISH FAMILY. WHILE THE FEDERATION SYSTEM ADVOCATES FOR ISRAEL AND ITS DESIRE FOR PEACE, IT REMAINS A NON-PARTISAN ORGANIZATION UN-ALIGNED WITH ANY PARTICULAR POLITICAL PARTY IN THE UNITED STATES OR ABROAD. JEWISH FEDERATIONS OF NORTH AMERICA PROMOTES THE TOLERANCE, THE UNDERSTANDING, AND THE EXCITEMENT THAT CREATE VIBRANT COMMUNITIES OF JEWISH LEARNING AND GROWTH... AND CROSSES ALL BORDERS TO PURSUE CARE FOR THE POOR, FOOD FOR THE HUNGRY, AND ADVOCACY AND COMPASSION FOR EVERYONE WHO NEEDS IT.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$28,505NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$8,292NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOSTMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$28,505NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, ITEM CTHE JEWISH FEDERATION OF LEE AND CHARLOTTE COUNTIES
FORM 990 - ORGANIZATION'S MISSIONTO 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, PAGE 6, PART VI, LINE 6ANY 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 7AAN INDIVIDUAL MUST BE A MEMBER OF THE FEDERATION.
FORM 990, PAGE 6, PART VI, LINE 11BTHE 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 12CTHE BOARD OF DIRECTORS REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY FOR COMPLIANCE.
FORM 990, PAGE 6, PART VI, LINE 15ATHE BOARD OF DIRECTORS DETERMINES COMPENSATION BASED ON A FORMAL EVALUATION.
FORM 990, PAGE 6, PART VI, LINE 15BTHE BOARD OF DIRECTORS DETERMINES COMPENSATION BASED ON A FORMAL EVALUATION.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.