LEE COUNTY JEWISH FEDERATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

KARIN FINE DOREEN KOSTEL

Phone

2394814449

Tax Period

2024-01-01 to 2024-12-31

LEE COUNTY JEWISH FEDERATION INC, founded in 1986, is a small nonprofit that reported $911K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Net assets of $2.2M represent 29 months of operating reserves.

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 Service Accomplishments

Program 1

Expenses: $342,953 Revenue: $48,519

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...

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.

Program 2

Expenses: $141,794

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...

Program 3

Expenses: $83,850

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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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $713,679

Program Service Revenue $48,519

Investment Income $75,150

Other Revenue $73,782

TOTAL REVENUE $911,130

Expense Breakdown

Grants Paid $96,767

Salaries & Benefits $261,201

Fundraising Expenses $180,224

Program Expenses $568,597

Other Expenses $581,113

TOTAL EXPENSES $939,081

Year-over-Year Comparison

	2024	2023	Change
Revenue	$911,130	$1,211,750	-0.2%
Expenses	$939,081	$867,066	+0.1%
Net Income	$-27,951	$344,684	-1.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$125,131

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBBIE SANFORD	EXECUTIVE DI	40.00	Officer	$117,617	$7,514	$125,131
LISA BENDETOWICZ	DIRECTOR AT	0.50	Director	$0	$0	$0
KARIN FINE	CO-PRESIDENT	3.00	Officer Director	$0	$0	$0
SHIRLEY FRANK	DIRECTOR AT	0.50	Director	$0	$0	$0
HELENE GLOCER	DIRECTOR AT	0.50	Director	$0	$0	$0
CAROLYN GORA	SECRETARY	1.00	Officer Director	$0	$0	$0
JERRY GREENFIELD	DIRECTOR AT	0.50	Director	$0	$0	$0
ELISA GROSSMAN	DIRECTOR AT	0.50	Director	$0	$0	$0
ANDI HOROWITZ	VP EDUCATION	0.50	Officer Director	$0	$0	$0
MARSHA KISTLER	PAST PRESIDE	0.50	Officer Director	$0	$0	$0
DOREEN KOSTEL	CO-PRESIDENT	3.00	Officer Director	$0	$0	$0
MICHELE LABODA	VP-ADMINISTR	3.00	Officer Director	$0	$0	$0
STEPHANIE LEVINE	DIRECTOR AT	0.50	Director	$0	$0	$0
SYLVIA SIMKO	COMMUNITY RE	0.50	Director	$0	$0	$0
BRIAN SIMON	TREASURER	2.00	Officer Director	$0	$0	$0
SHERRI ZUCKER	CAMPAIGN CHA	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$911,130	$939,081	$2,316,434	$-27,951
2023	$1,211,750	$867,066	$2,264,171	$344,684
2022	$1,391,748	$1,010,031	$1,879,696	$381,717
2021	$795,884	$671,646	$1,575,167	$124,238
2020	$732,299	$710,262	$1,475,593	$22,037
2019	$655,860	$701,042	$1,398,999	$-45,182
2018	$635,868	$672,147	$1,389,894	$-36,279