Civic Intelligence

Lee County Bar Association Inc

990 • Fiscal year 2014 • EIN 59-2386931

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 13, 2015

Organization ProfileWWW.LEEBAR.ORG
PO Box 1387Fort Myers, FL 33902

(239) 334-0047

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

98th percentile

1.65x

Higher debt load relative to assets than 98% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

89th percentile

0.29x

Higher debt load relative to revenue than 89% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

33rd percentile

-3.2%

Higher net margin than 33% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

90th percentile

$63,963

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

17th percentile

-18%

Faster asset growth than 17% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

54th percentile

3.3%

Faster revenue growth than 54% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$73,590

Down $15,981 (-18%) from 2013

Net Assets

Down

-$47,931

Down $13,342 (-39%) from 2013

Liabilities

Down

$121,521

Down $2,639 (-2.1%) from 2013

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin33rd percentile

Revenue

Up

$416,823

Up $13,444 (+3.3%) from 2013

Expenses

Up

$430,165

Up $17,403 (+4.2%) from 2013

Net Income

Down

-$13,342

Down $3,959 (-42%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$100K$0-$100KAssets 2011: $108,402Liabilities 2011: $48,723Net Assets 2011: $59,6792011Assets 2012: $126,543Liabilities 2012: $151,749Net Assets 2012: -$25,2062012Assets 2013: $89,571Liabilities 2013: $124,160Net Assets 2013: -$34,5892013Assets 2014: $73,590Liabilities 2014: $121,521Net Assets 2014: -$47,9312014Assets 2015: $107,696Liabilities 2015: $123,436Net Assets 2015: -$15,7402015Assets 2016: $91,137Liabilities 2016: $99,561Net Assets 2016: -$8,4242016Assets 2017: $92,376Liabilities 2017: $81,747Net Assets 2017: $10,6292017Assets 2018: $117,599Liabilities 2018: $79,990Net Assets 2018: $37,6092018Assets 2019: $159,479Liabilities 2019: $68,486Net Assets 2019: $90,9932019Assets 2020: $184,503Liabilities 2020: $116,217Net Assets 2020: $68,2862020Assets 2021: $174,004Liabilities 2021: $69,523Net Assets 2021: $104,4812021Assets 2022: $134,839Liabilities 2022: $93,540Net Assets 2022: $41,2992022Assets 2023: $116,781Liabilities 2023: $128,146Net Assets 2023: -$11,3652023Assets 2024: $131,861Liabilities 2024: $76,438Net Assets 2024: $55,4232024

Highlighted filing

2014

Assets$73,590
Liabilities$121,521
Net Assets-$47,931
Open 2014 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $364,2342011Expenses 2012: $399,9862012Revenue 2013: $403,379Expenses 2013: $412,762Net Income 2013: -$9,3832013Revenue 2014: $416,823Expenses 2014: $430,165Net Income 2014: -$13,3422014Revenue 2015: $405,085Expenses 2015: $372,894Net Income 2015: $32,1912015Revenue 2016: $395,370Expenses 2016: $388,054Net Income 2016: $7,3162016Revenue 2017: $423,813Expenses 2017: $404,760Net Income 2017: $19,0532017Revenue 2018: $370,488Expenses 2018: $343,508Net Income 2018: $26,9802018Revenue 2019: $402,693Expenses 2019: $349,309Net Income 2019: $53,3842019Revenue 2020: $279,433Expenses 2020: $302,140Net Income 2020: -$22,7072020Revenue 2021: $433,623Expenses 2021: $397,428Net Income 2021: $36,1952021Revenue 2022: $324,220Expenses 2022: $387,402Net Income 2022: -$63,1822022Revenue 2023: $355,089Expenses 2023: $407,753Net Income 2023: -$52,6642023Revenue 2024: $438,430Expenses 2024: $371,642Net Income 2024: $66,7882024

Highlighted filing

2014

Revenue$416,823
Expenses$430,165
Net Income-$13,342
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 13, 2015
Return Version
2014v5.0
Gross Receipts
$416,823
Mission and Program Overview

Mission

We strive to serve as a leader in advancing ethical conduct, excellence, and the professionalism of our attorneys by providing ongoing legal education in support of our members, fostering an environment of public responsibility among legal professionals and promoting our legal system and resources within our community.

Enhance the environment for the practice of law in lee county, florida. In principal and in practice, the lee county bar association values and promotes diverse and inclusive participation within the legal profession, as well as this association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$63,603$53,136▼ $10,467
Accounts Receivable$19,794$12,867▼ $6,927
Prepaid Expenses and Deferred Charges$2,931$4,054▲ $1,123
Land, Buildings, and Equipment, Net$438$68▼ $370
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-34,589$-47,931▼ $13,342
Total Assets$89,571$73,590▼ $15,981
Other Assets Total$2,805$3,465▲ $660
Liabilities
Deferred Revenue$89,781$97,728▲ $7,947
Accounts Payable and Accrued Expenses$34,379$23,793▼ $10,586
Total Liabilities$124,160$121,521▼ $2,639
Net Assets / Fund Balance
Total Net Assets Fund Balance$-34,589$-47,931▼ $13,342
Total Liabilities and Net Assets / Fund Balance$89,571$73,590▼ $15,981

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$68$10,792$10,860
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nanci DuboisExecutive DirectorFT$52,233$11,730$63,963

Board Members and Trustees

NameTitle
John AgnewPresident
Anne DaltonVice President
Daniel J Endrizal IiiDirector
Scott AtwoodSecretary
Kelly FayerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$117,361
Program Service Revenue
$137,708
Investment Income
$9
Other Revenue
$161,745
All Other Contributions
$21,663
Change in Net Assets
$-13,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$302,530
Salaries, Compensation, and Employee Benefits$124,983
Grants and Similar Amounts Paid$2,652
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$99,724
Conferences and Meetings---$99,483
Advertising---$25,796
Occupancy---$21,429
Fees for Services Accounting---$19,214
Other Employee Benefits---$16,560
Office Expenses---$15,623
Payroll Taxes---$8,699
Grants to Domestic Individuals---$2,652
Insurance---$520
Other Expenses---$438
Depreciation Depletion---$370
Total Functional Expenses$0$0$0$430,165
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members of the organization must be members of the florida bar in good standing, who reside or regularly practice law in lee county,florida and have been approved by a majority of the executive council and have paid dues and assessments required by the organization by-laws.”

Form 990, Part VI, Section A, Line 7A

“Members of the organization's governing body are elected by members of the organization.”

Form 990, Part VI, Section B, Line 11

“The 990 is presented at a regularly scheduled executive council for their review prior to filing the return.”

Form 990, Part VI, Section C, Line 19

“Made available though the association's website.”

Filing and Contact Details

Filer

Filer Name
Lee County Bar Association Inc
EIN
59-2386931
Phone
2393340047
Address
PO BOX 1387, FORT MYERS, FL 33902

Signing Officer

Name
Daniel Endrizal
Title
Treasurer
Phone
2393440047
Signed
2015-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Endrizal
Formed
1949
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
3
Volunteers
0

Preparer

Firm
Mchale Caruso Scullion & Knox
Address
8191 COLLEGE PARKWAY SUITE 302, FORT MYERS, FL 33919
Preparer
Marietta Meacham
Phone
2394817400
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0ENHANCE THE ENVIRONMENT FOR THE PRACTICE OF LAW IN LEE COUNTY, FLORIDA. IN PRINCIPAL AND IN PRACTICE, THE LEE COUNTY BAR ASSOCIATION VALUES AND PROMOTES DIVERSE AND INCLUSIVE PARTICIPATION WITHIN THE LEGAL PROFESSION, AS WELL AS THIS ASSOCIATION.
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IRS990/Desc0THE LEE COUNTY BAR ASSOCIATION LAWYER REFERRAL SERVICE HANDLES ALL LAWYER REFERRALS FOR LEE COUNTY. PARTICIPATING ATTORNEYS ARE REQUIRED TO SUBMIT AN EXTENSIVE APPLICATION TO THE SERVICE AND THEY MUST BE A MEMBER IN GOOD STANDING OF THE FLORIDA BAR WITH NO PENDING PROBABLE CAUSE COMPLAINTS. REFERRAL SERVICE ATTORNEYS ARE ALSO REQUIRED TO HAVE PROFESSIONAL LIABILITY INSURANCE LIMITS OF NOT LESS THAN $100,000. THE LCBA LAWYER REFERRAL SERVICE HAS ALSO ESTABLISHED A LOW FEE PANEL FOR CLIENTS IN NEED. IT CONNECTS THE PUBLIC WITH QUALIFIED ATTORNEYS. PRO BONO LEGAL ASSISTANCE IS AVAILABLE FOR QUALIFIED INDIVIDUALS.
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IRS990/MissionDesc0WE STRIVE TO SERVE AS A LEADER IN ADVANCING ETHICAL CONDUCT, EXCELLENCE, AND THE PROFESSIONALISM OF OUR ATTORNEYS BY PROVIDING ONGOING LEGAL EDUCATION IN SUPPORT OF OUR MEMBERS, FOSTERING AN ENVIRONMENT OF PUBLIC RESPONSIBILITY AMONG LEGAL PROFESSIONALS AND PROMOTING OUR LEGAL SYSTEM AND RESOURCES WITHIN OUR COMMUNITY.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION PROMOTES MEANINGFUL INTERACTION AMONG ITS MEMBERS WITH MEETINGS, MOCK TRIALS AND SOCIAL EVENTS. VARIOUS MEETINGS ARE HELD FOR THE LAW PROFESSIONALS TO PROMOTE THE LEGAL PROFESSION AND TO DIVERSIFY THE KNOWLEDGE OF UPCOMING LAWS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS OF THE ORGANIZATION MUST BE MEMBERS OF THE FLORIDA BAR IN GOOD STANDING, WHO RESIDE OR REGULARLY PRACTICE LAW IN LEE COUNTY,FLORIDA AND HAVE BEEN APPROVED BY A MAJORITY OF THE EXECUTIVE COUNCIL AND HAVE PAID DUES AND ASSESSMENTS REQUIRED BY THE ORGANIZATION BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE ORGANIZATION'S GOVERNING BODY ARE ELECTED BY MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS PRESENTED AT A REGULARLY SCHEDULED EXECUTIVE COUNCIL FOR THEIR REVIEW PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MADE AVAILABLE THOUGH THE ASSOCIATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0117361
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/TotalAmt0430165
IRS990/TotalGrossUBIAmt0159647
IRS990/TotalLiabilitiesBOYAmt0124160
IRS990/TotalLiabilitiesEOYAmt0121521
IRS990/TotalLiabilitiesGrp/BOYAmt0124160
IRS990/TotalLiabilitiesGrp/EOYAmt0121521
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-34589
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-47931
IRS990/TotalOtherCompensationAmt011730
IRS990/TotalProgramServiceRevenueAmt0137708
IRS990/TotalReportableCompFromOrgAmt052233
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0139815
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0416823
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0159647
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt089571
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt073590
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1387
IRS990/USAddress/CityNm0FORT MYERS
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033902
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.LEEBAR.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL ENDRIZAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02393440047
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE COUNTY BAR ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LEEC
ReturnHeader/Filer/EIN0592386931
ReturnHeader/Filer/PhoneNum02393340047
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1387
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033902
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650448406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCHALE CARUSO SCULLION & KNOX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08191 COLLEGE PARKWAY SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033919
ReturnHeader/PreparerPersonGrp/PhoneNum02394817400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIETTA MEACHAM
ReturnHeader/ReturnTs02015-08-13T14:21:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,590
Liabilities
$121,521
Net assets
-$47,931
Revenue
$416,823
Expenses
$430,165
Net income
-$13,342
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.76$0.55$4.38$3.72$0.67
2023Summary only. Only limited summary data is available for this year.$1.17$1.28$0.11$3.55$4.08$0.53
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.94$0.41$3.24$3.87$0.63
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.70$1.04$4.34$3.97$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$1.16$0.68$2.79$3.02$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.68$0.91$4.03$3.49$0.53
2018Summary only. Only limited summary data is available for this year.$1.18$0.80$0.38$3.70$3.44$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.82$0.11$4.24$4.05$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$1.00$0.08$3.95$3.88$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$1.23$0.16$4.05$3.73$0.32
2014Detailed filing. Detailed filing data is available for this year.$0.74$1.22$0.48$4.17$4.30$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.90$1.24$0.35$4.03$4.13$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$1.52$0.25$4.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.49$0.60$3.64
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)6 • <$500k nonprofits