Nonprofit · EIN 59-2668992
THE LEE COUNTY JEWISH FEDERATION INC
Tax-exempt · FORT MYERS, FL 33908
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $911,130 | $939,081 | -$27,951 | $2,316,434 | $89,987 | $2,226,447 |
| December 31, 2023 | 990 | $1,211,750 | $867,066 | $344,684 | $2,264,171 | $40,161 | $2,224,010 |
| December 31, 2022 | 990 | $1,391,748 | $1,010,031 | $381,717 | $1,879,696 | $47,980 | $1,831,716 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $713,679
- Program service revenue
- $48,519
- Investment income
- $75,150
- Net gain from sales of assets
- $24,702
- Other revenue
- $73,782
Expenses
- Grants and similar amounts paid
- $96,767
- Compensation of officers, directors and key employees
- $117,617
- Other salaries and wages
- $104,477
- Salaries, compensation and benefits (total)
- $261,201
- Professional fundraising fees
- $0
- Occupancy
- $24,601
- Travel
- $7,508
- Depreciation
- $17,318
- Program services (functional)
- $568,597
- Management and general (functional)
- $190,260
- Fundraising (functional)
- $180,224
Balance sheet and other
- Total assets, start of year
- $2,264,171
- Total assets, end of year
- $2,316,434
- Total liabilities, end of year
- $89,987
- Net assets, end of year
- $2,226,447
- Land, buildings and equipment
- $531,238
- Publicly traded securities
- $744,050
- Net assets without donor restrictions
- $636,081
- Net assets with donor restrictions
- $1,590,366
- Gross unrelated business income
- $51,754
- Gross receipts
- $911,130
- Employees
- 7
- Volunteers
- 5
- Year formed
- 1986
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DEBBIE SANFORD | EXECUTIVE DI Officer | 40 | $117,617 | $7,514 |
| LISA BENDETOWICZ | DIRECTOR AT Trustee or director | 0.5 | $0 | $0 |
| KARIN FINE | CO-PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| SHIRLEY FRANK | DIRECTOR AT Trustee or director | 0.5 | $0 | $0 |
| HELENE GLOCER | DIRECTOR AT Trustee or director | 0.5 | $0 | $0 |
| CAROLYN GORA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JERRY GREENFIELD | DIRECTOR AT Trustee or director | 0.5 | $0 | $0 |
| ELISA GROSSMAN | DIRECTOR AT Trustee or director | 0.5 | $0 | $0 |
| ANDI HOROWITZ | VP EDUCATION Trustee or director, Officer | 0.5 | $0 | $0 |
| MARSHA KISTLER | PAST PRESIDE Trustee or director, Officer | 0.5 | $0 | $0 |
| DOREEN KOSTEL | CO-PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| MICHELE LABODA | VP-ADMINISTR Trustee or director, Officer | 3 | $0 | $0 |
| STEPHANIE LEVINE | DIRECTOR AT Trustee or director | 0.5 | $0 | $0 |
| SYLVIA SIMKO | COMMUNITY RE Trustee or director | 0.5 | $0 | $0 |
| BRIAN SIMON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRI ZUCKER | CAMPAIGN CHA Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DEBBIE SANFORD | EXECUTIVE DI Officer | 40 | $115,290 | $7,789 |
| LISA BENDETOWICZ | DIRECTOR AT Trustee or director | 0.5 | $0 | $0 |
| KARIN FINE | FOUNDATION Trustee or director | 0.5 | $0 | $0 |
| SHIRLEY FRANK | DIRECTOR AT Trustee or director | 0.5 | $0 | $0 |
| HELENE GLOCER | DIRECTOR AT Trustee or director | 0.5 | $0 | $0 |
| CAROLYN GORA | DIRECTOR AT Trustee or director | 0.5 | $0 | $0 |
| JERRY GREENFIELD | DIRECTOR AT Trustee or director | 0.5 | $0 | $0 |
| ELISA GROSSMAN | DIRECTOR AT Trustee or director | 0.5 | $0 | $0 |
| ANDI HOROWITZ | VP EDUCATION Trustee or director, Officer | 0.5 | $0 | $0 |
| MARSHA KISTLER | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| DOREEN KOSTEL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MICHELE LABODA | VP-ADMINISTR Trustee or director, Officer | 3 | $0 | $0 |
| WILLIAM REYNOLDS | CAMPUS INITI Trustee or director | 0.5 | $0 | $0 |
| SYLVIA SIMKO | COMMUNITY RE Trustee or director | 0.5 | $0 | $0 |
| BRIAN SIMON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SHERRI ZUCKER | IMMED.PAST P Trustee or director, Officer | 0.5 | $0 | $0 |
990 for the year ended December 31, 2022: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DEBBIE SANFORD | EXEC DIR -PA Officer | 40 | $91,427 | $0 |
| ALAN ISAACS | EXEC DIR -PA Officer | 40 | $53,442 | $3,000 |
| MATTHEW BOGGAN | STUENT REP. Trustee or director | 0.25 | $0 | $0 |
| KARIN FINE | FOUNDATION Trustee or director | 0.38 | $0 | $0 |
| SHIRLEY FRANK | DIRECTOR AT Trustee or director | 0.25 | $0 | $0 |
| VALERIE FRANKLIN | SECRETARY Trustee or director, Officer | – | $0 | $0 |
| HELENE GLOCER | DIRECTOR AT Trustee or director | 0.25 | $0 | $0 |
| CAROLYN GORA | DIRECTOR AT Trustee or director | 0.25 | $0 | $0 |
| JERRY GREENFIELD | DIRECTOR AT Trustee or director | 0.25 | $0 | $0 |
| ELISA GROSSMAN | DIRECTOR AT Trustee or director | 0.25 | $0 | $0 |
| ANDI HOROWITZ | VP EDUCATION Trustee or director, Officer | 0.25 | $0 | $0 |
| MARSHA KISTLER | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DOREEN KOSTEL | DIRECTOR AT Trustee or director | 0.25 | $0 | $0 |
| MICHELE LABODA | VP-ADMINISTR Trustee or director, Officer | 0.13 | $0 | $0 |
| ROZZI OSTERMAN | DIRECTOR AT Trustee or director | 0.25 | $0 | $0 |
| WILLIAM REYNOLDS | CAMPUS INITI Trustee or director | 0.25 | $0 | $0 |
| BARBARA SIEGEL | IMMED. PAST Trustee or director, Officer | 0.38 | $0 | $0 |
| SYLVIA SIMKO | COMMUNITY RE Trustee or director | 0.25 | $0 | $0 |
| BRIAN SIMON | TREASURER Trustee or director, Officer | 0.25 | $0 | $0 |
| SHERRI ZUCKER | IMMED. PAST Trustee or director, Officer | 0.38 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9701 COMMERCE CENTER CT, FORT MYERS, FL 33908-3831
- Principal officer (990 for 2024)
- KARIN FINE DOREEN KOSTEL
- Signed the 990
- KARIN FINE, CO-PRESIDENT
- Phone
- (239) 481-4449
- Website
- WWW.JEWISHFEDERATIONLCC.ORG
- Return prepared by
- MYERS BRETTHOLTZ & COMPANY PA
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.
Program accomplishments
- 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 $342,953 · grants $96,767 · revenue $48,519
- 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 $141,794
- 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 $83,850
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-2668992
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,316,434
- Income (IRS master file)
- $911,130
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $911,130 | $939,081 | $2,316,434 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $1,211,750 | $867,066 | $2,264,171 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $1,391,748 | $1,010,031 | $1,879,696 | XML |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-2668992).
Questions about THE LEE COUNTY JEWISH FEDERATION INC
- What is the EIN of THE LEE COUNTY JEWISH FEDERATION INC?
- The employer identification number (EIN) of THE LEE COUNTY JEWISH FEDERATION INC is 59-2668992.
- Is THE LEE COUNTY JEWISH FEDERATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to THE LEE COUNTY JEWISH FEDERATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE LEE COUNTY JEWISH FEDERATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE LEE COUNTY JEWISH FEDERATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE LEE COUNTY JEWISH FEDERATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE LEE COUNTY JEWISH FEDERATION INC?
- The 990 for the year ended December 31, 2024 names KARIN FINE DOREEN KOSTEL.
- Who are the officers and directors of THE LEE COUNTY JEWISH FEDERATION INC?
- The 990 for the year ended December 31, 2024 lists 16 people; 1 received compensation from the organization, the highest $117,617 (DEBBIE SANFORD, EXECUTIVE DI).
- How much revenue does THE LEE COUNTY JEWISH FEDERATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $911,130, expenses of $939,081 and total assets of $2,316,434 at year end.
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