Interfaith Charities of South Lee Inc

Nonprofit profile at a glance

EIN
650362473
IRS 990 coverage
2016–2025
Forms available
Form 990 2025
Location
Fort Myers, FL, USA
Phone
2392673510
Rating
90
Verdict
STRONG
Rating confidence
Moderate
Sector
Human Service Organizations
Affiliation
Interfaith

Official website

Reported finances

Revenue
$2,752,405
Expenses
$2,665,525
Assets
$961,514
Liabilities
$43,989

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • Lisa Wilkes (President)
  • James Brunco (Vice President)

Highest reported compensation

  • Lisa Swanson (Exec. Dir): $71,304 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of ICSL is to assist those in need in south Lee County, Florida by providing food, rent and utilities assistance; feeding school children during summer vacation; preparing income tax returns at no cost; registering clients for various assistance programs; and teaching English and budgeting skills.

Operating model

Revenue model
Donor-supported. 95% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 87% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 94
  • Transparency & Controls: 85
  • Accountability: 100
  • Sustainability: 36
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 93.4%; rating input score 93
  • Program expense ratio: 96.4%; rating input score 96
  • Fundraising efficiency: $227.71 raised per $1 spent on fundraising; rating input score 93; 93rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 88.2%; rating input score 88; 3rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 91.1%; rating input score 91; 32nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 3.2%; rating input score 37; 37th percentile among comparable filings
  • Total-asset coverage ratio: 0.36; rating input score 11; 11th percentile among comparable filings
  • Liabilities to assets ratio: 0.05; rating input score 62; 62nd percentile among comparable filings
  • Officer compensation ratio: 2.7%; rating input score 72; 72nd percentile among comparable filings

Growth

  • Program expense growth: 8.1% per year; rating input score 100; 52nd percentile among comparable filings
  • Revenue growth: 8.1% per year; rating input score 100; 58th percentile among comparable filings
  • Asset growth: 10.6% per year; rating input score 100; 60th percentile among comparable filings

Details

  • Where the money goes: 93.4% of revenue deployed · 96.4% of spending went to programs
  • Governance: 11 of 11 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $2.6M in reported program spending
  • Leadership: top reported pay $71K · 12 people listed
  • Consistency: 45 of 47 current checks pass · 2 findings to review
  • Schedules: 8 filed schedules · includes major donors and grants
  • Filing history: 9 filing years from 2016 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 37/100.
  • High — Sustainability: Total-asset coverage ratio scored 11/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.