Fort Myers Monthly Meeting of the Religious Society of Friends

EIN: 872655031 501(c)(3) Religion

FORT MYERS, FL

Total Revenue
$63,626
Total Expenses
$31,694
Total Assets
$899,034
Net Assets
$899,034
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
FL
Principal Officer
Richard Frechette
Phone
2394649849
Tax Period
2025-01-01 to 2025-12-31

Fort Myers Monthly Meeting of the Religious Society of Friends, founded in 1999, is a micro nonprofit in the Religion sector that reported $64K in total revenue in fiscal year 2025. Revenue fell 81% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $32K, a strong 50% operating margin.

Mission

The purpose for which the corporation is organized is to receive and maintain a fund or funds of real or personal property or both and subject to the restrictions and legal limitations to use and apply the whole or any part of the income therefrom and principal thereof exclusively for charitable religious and educational purposes toward the health and general growth of Fort Myers Monthly Meeting of the Religious Society of Friends in Fort Myers in the surrounding areas in the USA and in the global Community of Friends.

Program Service Accomplishments

Program 1
Expenses: $6,054 Revenue: $63,626

We are working to raise a Meeting House. We attempted to purchase a meeting house and paid $675 in related costs. Legal fees of $5379 were incurred. The purchase was not competed and $60,000 was...

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We are working to raise a Meeting House. We attempted to purchase a meeting house and paid $675 in related costs. Legal fees of $5379 were incurred. The purchase was not competed and $60,000 was returned to us. We received donations to help us find a spiritual home. We currently meet under a Seminole Chickee Thatched roof open-sided Native American built structure on private land.

Program 2
Expenses: $21,646 Revenue: $63,626

We make donations to local 501c3 charities and to Quaker organizations. These organizations operate food pantries promote nonviolence and the Quaker values of Simplicity Peace Integrity Community...

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We make donations to local 501c3 charities and to Quaker organizations. These organizations operate food pantries promote nonviolence and the Quaker values of Simplicity Peace Integrity Community Equality and Stewardship.

Program 3
Expenses: $3,994 Revenue: $63,626

We conduct religious services twice a week in person and via zoom. We operate a website. We visit our members who are sick or unable to attend meetings. We provide religious education and spiritual...

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We conduct religious services twice a week in person and via zoom. We operate a website. We visit our members who are sick or unable to attend meetings. We provide religious education and spiritual counseling. We produce a monthly newsletter We conduct weddings and funerals in the Quaker tradition. We have no paid clergy or staff operating totally on a volunteer basis. Office outreach government fees and miscellaneous expenses support these activities.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $33,330
Program Service Revenue $0
Investment Income $30,296
Other Revenue $0
TOTAL REVENUE $63,626

Expense Breakdown

Grants Paid $21,646
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $31,694
Other Expenses $10,048
TOTAL EXPENSES $31,694

Year-over-Year Comparison

2025 2024 Change
Revenue $63,626 $342,659 -0.8%
Expenses $31,694 $44,888 -0.3%
Net Income $31,932 $297,771 -0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
50
Independent Members
50
Employees
N/A
Volunteers
25

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
5
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Paul Davis Treasurer 4.00
Officer
$0 $0 $0
Richard Frechette President 10.00
Officer
$0 $0 $0
Brad Smith Assistant Treasurer 3.00
Officer
$0 $0 $0
Chris McBride Officer 2.00
Officer
$0 $0 $0
Helen Fox Officer 3.00
Officer
$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
2025 $63,626 $31,694 $899,034 $31,932
2024 No data No data No data No data
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