Liabilities / Assets
89th percentile
Higher debt load relative to assets than 89% of similar nonprofits.
EIN 59-1539262 • 501(c)6 • Naples, FL
Profile
See schedule oto advance the legal profession within collier county, florida; to improve business conditions under which the attorneys of collier county practice; to promote improvements in the administration of justice and the courts within collier county, florida; to promote the observance of legal ethics by attorneys and judges within collier county, florida; to promote and encourage high standards of integrity, honor and courtesy in the legal profession; to promote and facilitate continuing legal education for its members; to promote and encourage the provision of legal and financial aid to the indigent within collier county, florida; to promote a better understanding between the general public and the legal profession; and to carry out any other related or corresponding charitable purposes, including the distribution of its funds for such purposes.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
89th percentile
Higher debt load relative to assets than 89% of similar nonprofits.
Liabilities / Revenue
86th percentile
Higher debt load relative to revenue than 86% of similar nonprofits.
Net Margin
39th percentile
Higher net margin than 39% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 22.8% of source-year revenue.
Asset Growth
58th percentile
Faster asset growth than 58% of similar nonprofits.
Revenue Growth
77th percentile
Faster revenue growth than 77% of similar nonprofits.
Assets
Up$452,254
Up $28,128 (+6.6%) from 2024
Liabilities
Up$236,311
Up $27,653 (+13%) from 2024
Net Assets
Up$215,943
Up $475 (+0.2%) from 2024
Revenue
Up$608,482
Up $103,294 (+20%) from 2024
Expenses
Up$608,007
Up $89,278 (+17%) from 2024
Net Income
Up$475
Up $14,016 (+104%) from 2024
Most recent year
2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
To advance the legal profession within collier county, florida; to improve business conditions under which the attorneys of collier county practice; to promote improvements in the administration of justice and the courts within; continued on schedule ocollier county, florida to promote the observance of legal ethics by attorneys and judges within collier county, florida; to promote and encourage high standards of integrity, honor and courtesy in the legal profession; to promote and facilitate continuing legal education for its members; to promote and encourage the provision of legal and financial aid to the indigent within collier county, florida; to promote a better understanding between the general public and the legal profession; and to carry out any other related or corresponding charitable purposes, including the distribution of its funds for such purposes.
To advance the legal profession within collier county, florida.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $315,119 | $317,760 | ▲ $2,641 |
| Rtn Earn Endowment Incm Other Fnds | $215,468 | $215,943 | ▲ $475 |
| Cash and Non-Interest-Bearing Accounts | $63,082 | $82,183 | ▲ $19,101 |
| Land, Buildings, and Equipment, Net | $41,404 | $38,194 | ▼ $3,210 |
| Accounts Receivable | $4,466 | $14,062 | ▲ $9,596 |
| Prepaid Expenses and Deferred Charges | $55 | $55 | → $0 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $424,126 | $452,254 | ▲ $28,128 |
| Liabilities | |||
| Deferred Revenue | $166,404 | $188,625 | ▲ $22,221 |
| Accounts Payable and Accrued Expenses | $34,434 | $31,757 | ▼ $2,677 |
| Other Liabilities | $7,820 | $15,929 | ▲ $8,109 |
| Total Liabilities | $208,658 | $236,311 | ▲ $27,653 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $215,468 | $215,943 | ▲ $475 |
| Total Liabilities and Net Assets / Fund Balance | $424,126 | $452,254 | ▲ $28,128 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Leasehold Improvements | $37,026 | $4,114 | $41,140 |
| Equipment | $1,168 | $3,467 | $4,635 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Lisa Terwilliger | Executive Director | FT | $123,597 | $15,253 | $138,850 |
| Name | Title |
|---|---|
| Christopher Donovan | Immediate Past President |
| Edward Larsen Till 7124 | Immediate Past President |
| Rachel Kerlek Till 7125 | President |
| Jamie Schwinghamer | President Elect |
| Donna Marshall Till 7124 | Director |
| Eric Olson | Director |
| Hilda Cenecharles | Director |
| Michael Rubenstein | Director |
| Michael Sneeringer | Director |
| Rachael Loukonen Till 5125 | Director |
| Richard Annunziata | Director |
| Robert Bernstein | Director |
| Sabsina Karimi | Director |
| Sharon Love | Director |
| Thomas Gorman | Secretary |
| Charles Whittington | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $307,084 |
| Salaries, Compensation, and Employee Benefits | $298,173 |
| Grants and Similar Amounts Paid | $2,750 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $148,871 |
| Conferences and Meetings | - | - | - | $113,675 |
| Other Salaries and Wages | - | - | - | $103,744 |
| Office Expenses | - | - | - | $29,513 |
| Other Employee Benefits | - | - | - | $23,183 |
| Payroll Taxes | - | - | - | $18,513 |
| Information Technology | - | - | - | $15,516 |
| Other Expenses | - | - | - | $7,729 |
| Insurance | - | - | - | $7,008 |
| All Other Expenses | - | - | - | $5,379 |
| Pension Plan Contributions | - | - | - | $3,862 |
| Advertising | - | - | - | $3,671 |
| Depreciation Depletion | - | - | - | $3,210 |
| Grants to Domestic Orgs | - | - | - | $2,750 |
| Fees for Services Accounting | - | - | - | $2,310 |
| Travel | - | - | - | $548 |
| Occupancy | - | - | - | $531 |
| Total Functional Expenses | $0 | $0 | $0 | $608,007 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Due to Foundation | $15,929 |
“The ccba has five classes of membership: regular - members who are attorneys registered with the florida bar; affiliates - members who are non-florida attorneys or members of related professions; honorary - members who are judges or who have served 50 years or more as florida bar attorneys; law students - current students in any us law school; government - members who work for local or state government.”
“Regular and government members vote each spring to elect the new directors for our board to fill openings by those leaving or moving into officer positions.”
“Amendments to our bylaws are subject to approval by our regular and government members. This happens rarely, but when it does, members are given notice that a vote will take place at an upcoming meeting. Those in attendance vote to approve or deny the amendment.”
“Officers, especially the treasurer, will be given the opportunity to review the form before it is filed. They will make their recommendations to the entire board.”
“The board is required to read and acknowledge the conflict of interest statement annually.”
“The board performs a comparability survey when determining the top management official's salary. Performance is also considered in determining the salary. The last performance review was done in 2023.”
“Governing documents, conflict of interest policy, and financial statements are made available for public inspection upon written request.”
“The association uses the modified cash basis of accounting.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
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| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 31757 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 4466 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 14062 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO ADVANCE THE LEGAL PROFESSION WITHIN COLLIER COUNTY, FLORIDA. |
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| IRS990/AllOtherContributionsAmt | 0 | 20040 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 5379 |
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| IRS990/Desc | 0 | LAWYERS REFERRAL SERVICE- THIS PROGRAM PROVIDES A REFERRAL SERVICE TO THE COMMUNITY AND FOR THOSE MEMBERS OF THE COLLIER COUNTY BAR ASSOCIATION (CCBA) WHO PAY DUES TO BE MEMBERS OF THIS PROGRAM. THE REFERRED CLIENT PAYS THE CCBA A FLAT FEE OF $50 FOR EACH REFERRAL. THE ATTORNEY IS ALSO REQUIRED TO PAY 10% OF THE TOTAL FEE GENERATED FROM THE REFERRAL. DURING THE YEAR OVER 7,800 REFERRALS WERE MADE, OF THOSE APPROXIMATELY 2,000 CLIENTS WERE PLACED. REVENUE TO THE PROGRAM WAS GENERATED AS FOLLOWS:DUES $ 4,000FEES $ 28,740COMMISSIONS $ 49,702TOTAL REVENUES $ 82,442 |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | EXECUTIVE DIRECTOR |
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| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingOtherInd | 0 | X |
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| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO ADVANCE THE LEGAL PROFESSION WITHIN COLLIER COUNTY, FLORIDA; TO IMPROVE BUSINESS CONDITIONS UNDER WHICH THE ATTORNEYS OF COLLIER COUNTY PRACTICE; TO PROMOTE IMPROVEMENTS IN THE ADMINISTRATION OF JUSTICE AND THE COURTS WITHIN; CONTINUED ON SCHEDULE OCOLLIER COUNTY, FLORIDA TO PROMOTE THE OBSERVANCE OF LEGAL ETHICS BY ATTORNEYS AND JUDGES WITHIN COLLIER COUNTY, FLORIDA; TO PROMOTE AND ENCOURAGE HIGH STANDARDS OF INTEGRITY, HONOR AND COURTESY IN THE LEGAL PROFESSION; TO PROMOTE AND FACILITATE CONTINUING LEGAL EDUCATION FOR ITS MEMBERS; TO PROMOTE AND ENCOURAGE THE PROVISION OF LEGAL AND FINANCIAL AID TO THE INDIGENT WITHIN COLLIER COUNTY, FLORIDA; TO PROMOTE A BETTER UNDERSTANDING BETWEEN THE GENERAL PUBLIC AND THE LEGAL PROFESSION; AND TO CARRY OUT ANY OTHER RELATED OR CORRESPONDING CHARITABLE PURPOSES, INCLUDING THE DISTRIBUTION OF ITS FUNDS FOR SUCH PURPOSES. |
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| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
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| IRS990/OfficerMailingAddressInd | 0 | 0 |
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| IRS990/OtherExpensesGrp/Desc | 0 | NEWSLETTER EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 1 | LAW LIBRARY |
| IRS990/OtherExpensesGrp/Desc | 2 | DCA DINNER EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 3 | DUES AND MEMBERSHIPS |
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| IRS990/OtherRevenueMiscGrp/Desc | 0 | COPYING & POSTAGE |
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| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 55 |
| IRS990/PrincipalOfficerNm | 0 | JAMIE SCHWINGHAMER |
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| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 4 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | MEMBER FUNCTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | LAWYER REFERRAL SERVIC |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | NEWSLETTER ADVERTISING |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | SEMINARS |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | FEE REVENUE |
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| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 1714 |
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| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | PRACTICE SECTIONS - FAMILY LAW, REAL ESTATE, TRUST AND ESTATES, TRIAL, ALTERNATIVE DISPUTE RESOLUTION, AND YOUNG LAWYERS. THIS PROGRAM PROVIDES CONTINUING LEGAL EDUCATION TO THE MEMBERS OF THE CCBA AND FOSTERS GOOD COMMUNITY RELATIONS. SEMINARS SPONSORED BY THE GROUP BENEFITTED NEARLY 800 MEMBERS. |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | NEWSLETTER- THE NEWSLETTER PROVIDES MEMBERS OF THE CCBA WITH CURRENT INFORMATION ABOUT THE CCBA, COURT SCHEDULES, NEW FILING REQUIREMENTS, EDUCATIONAL ARTICLES, ETC. THE NEWSLETTER IS PUBLISHED TEN TIMES EACH YEAR WITH EIGHT HUNDRED COPIES DISTRIBUTED EACH ISSUE, APPROXIMATELY 300 OF WHICH ARE SENT VIA E-MAIL. REVENUE IN THE AMOUNT OF $28,537 WAS GENERATED FROM THE SALE OF ADVERTISING IN THE NEWSLETTER. |
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| IRS990/PYContributionsGrantsAmt | 0 | 262473 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 100 |
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| IRS990/PYTotalRevenueAmt | 0 | 505188 |
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| IRS990/ReconcilationRevenueExpnssAmt | 0 | 475 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
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| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
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| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 15929 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | DUE TO FOUNDATION |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 38194 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 15929 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE CCBA HAS FIVE CLASSES OF MEMBERSHIP: REGULAR - MEMBERS WHO ARE ATTORNEYS REGISTERED WITH THE FLORIDA BAR; AFFILIATES - MEMBERS WHO ARE NON-FLORIDA ATTORNEYS OR MEMBERS OF RELATED PROFESSIONS; HONORARY - MEMBERS WHO ARE JUDGES OR WHO HAVE SERVED 50 YEARS OR MORE AS FLORIDA BAR ATTORNEYS; LAW STUDENTS - CURRENT STUDENTS IN ANY US LAW SCHOOL; GOVERNMENT - MEMBERS WHO WORK FOR LOCAL OR STATE GOVERNMENT. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | REGULAR AND GOVERNMENT MEMBERS VOTE EACH SPRING TO ELECT THE NEW DIRECTORS FOR OUR BOARD TO FILL OPENINGS BY THOSE LEAVING OR MOVING INTO OFFICER POSITIONS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | AMENDMENTS TO OUR BYLAWS ARE SUBJECT TO APPROVAL BY OUR REGULAR AND GOVERNMENT MEMBERS. THIS HAPPENS RARELY, BUT WHEN IT DOES, MEMBERS ARE GIVEN NOTICE THAT A VOTE WILL TAKE PLACE AT AN UPCOMING MEETING. THOSE IN ATTENDANCE VOTE TO APPROVE OR DENY THE AMENDMENT. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | OFFICERS, ESPECIALLY THE TREASURER, WILL BE GIVEN THE OPPORTUNITY TO REVIEW THE FORM BEFORE IT IS FILED. THEY WILL MAKE THEIR RECOMMENDATIONS TO THE ENTIRE BOARD. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE BOARD IS REQUIRED TO READ AND ACKNOWLEDGE THE CONFLICT OF INTEREST STATEMENT ANNUALLY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE BOARD PERFORMS A COMPARABILITY SURVEY WHEN DETERMINING THE TOP MANAGEMENT OFFICIAL'S SALARY. PERFORMANCE IS ALSO CONSIDERED IN DETERMINING THE SALARY. THE LAST PERFORMANCE REVIEW WAS DONE IN 2023. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | THE ASSOCIATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION A, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VI, SECTION B, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | PART XII LINE 1 |
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| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 1 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | COLLIER COUNTY BAR FOUNDATION INC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 650268501 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(3) |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | ENCOURAGE AND PROMOTE EDUCATION AND COMMUNITY AWARENESS OF THE LAW |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | LINE 7 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 3315 TAMIAMI TRAIL EAST SUITE 505 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | NAPLES |
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| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
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| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 1 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 1 |
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