Civic Intelligence

Lee County Bar Association Inc

990 • Fiscal year 2016 • EIN 59-2386931

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 19, 2018

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

97th percentile

1.09x

Higher debt load relative to assets than 97% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

0.25x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

48th percentile

1.9%

Higher net margin than 48% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

78th percentile

$29,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

20th percentile

-15%

Faster asset growth than 20% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

42nd percentile

-2.4%

Faster revenue growth than 42% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$91,137

Down $16,559 (-15%) from 2015

Net Assets

Up

-$8,424

Up $7,316 (+46%) from 2015

Liabilities

Down

$99,561

Down $23,875 (-19%) from 2015

Revenue

Down

$395,370

Down $9,715 (-2.4%) from 2015

Expenses

Up

$388,054

Up $15,160 (+4.1%) from 2015

Net Income

Down

$7,316

Down $24,875 (-77%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$91,137
Liabilities$99,561
Net Assets-$8,424

Operations Trend

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

2016

Revenue$395,370
Expenses$388,054
Net Income$7,316
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 19, 2018
Return Version
2016v3.0
Gross Receipts
$395,370
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$96,617$79,448▼ $17,169
Accounts Receivable$5,826$7,597▲ $1,771
Prepaid Expenses and Deferred Charges$793$1,122▲ $329
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-15,740$-8,424▲ $7,316
Total Assets$107,696$91,137▼ $16,559
Other Assets Total$4,460$2,970▼ $1,490
Liabilities
Deferred Revenue$106,789$84,025▼ $22,764
Accounts Payable and Accrued Expenses$16,647$15,536▼ $1,111
Total Liabilities$123,436$99,561▼ $23,875
Net Assets / Fund Balance
Total Net Assets Fund Balance$-15,740$-8,424▲ $7,316
Total Liabilities and Net Assets / Fund Balance$107,696$91,137▼ $16,559

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$10,860$10,860
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sharon BrothertonExecutive Director (jan-mar)PT$29,000$29,000
David SeitzExecutive Director (apr-dec)FT$25,000$25,000

Board Members and Trustees

NameTitle
Scott AtwoodPresident
Tom ColemanYoung Lawyers Division President
Kelly FayerVice President
Jenna PersonsMember at Large
Scot GoldbergMember at Large
Shannon PuopoloMember at Large
Spencer CordellMember at Large
Daniel EndrizalSecretary
John WebbTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$103,070
Program Service Revenue
$134,201
Investment Income
$13
Other Revenue
$158,086
All Other Contributions
$6,248
Change in Net Assets
$7,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$290,410
Salaries, Compensation, and Employee Benefits$77,539
Grants and Similar Amounts Paid$20,105
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$87,463
Other Salaries and Wages---$69,184
Office Expenses---$26,196
Grants to Domestic Orgs---$20,105
Occupancy---$14,852
Advertising---$14,012
Fees for Services Accounting---$5,341
Other Employee Benefits---$4,361
Payroll Taxes---$3,994
Other Expenses---$2,900
Insurance---$536
Total Functional Expenses$0$0$0$388,054
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Guardian Ad Litem FoundationFort Myers, FL-Legal Support for Southwest Florida Abused, Abandoned, and Neglected Kids.$20,000
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
Annual disclosure for covered persons
Yes
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
Yes
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 11B

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

Form 990, Part VI, Section B, Line 12C

Discussed at a regularly scheduled meeting

Form 990, Part VI, Section C, Line 19

Made available through 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
John C Webb
Title
Treasurer
Phone
2393440047
Signed
2018-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John C Webb
Formed
1949
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
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/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR (APR-DEC)
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IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt10YOUNG LAWYERS DIVISION PRESIDENT
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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/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0405085
IRS990/ReconcilationRevenueExpnssAmt07316
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-15740
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-8424
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010860
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010860
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LEGAL SUPPORT FOR SOUTHWEST FLORIDA ABUSED, ABANDONED, AND NEGLECTED KIDS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GUARDIAN AD LITEM FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0592296529
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01700 MONROE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FORT MYERS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033901
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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/ExplanationTxt3DISCUSSED AT A REGULARLY SCHEDULED MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MADE AVAILABLE THROUGH 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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0107696
IRS990/TotalAssetsEOYAmt091137
IRS990/TotalAssetsGrp/BOYAmt0107696
IRS990/TotalAssetsGrp/EOYAmt091137
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0103070
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/TotalAmt0388054
IRS990/TotalGrossUBIAmt0157442
IRS990/TotalLiabilitiesBOYAmt0123436
IRS990/TotalLiabilitiesEOYAmt099561
IRS990/TotalLiabilitiesGrp/BOYAmt0123436
IRS990/TotalLiabilitiesGrp/EOYAmt099561
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-15740
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-8424
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0134201
IRS990/TotalReportableCompFromOrgAmt054000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0134858
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0395370
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0157442
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0107696
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt091137
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1387
IRS990/USAddress/CityNm0FORT MYERS
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033902
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.LEEBAR.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN C WEBB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02393440047
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-19
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0B8A01E1E2CC568CA02E8D91B748A704AFD6DB1BB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06728932FFA0FD299FAD5B3AEB06E090C0E435761
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.144.14.98
ReturnHeader/FilingSecurityInformation/IPDt02018-01-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:01:46
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/ReturnTs02018-01-19T15:01:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2016Detailed filing. Detailed filing data is available for this year.$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. 2016 filings • 501(c)6 • <$500k nonprofits