Civic Intelligence

Lee Guardianship Services Inc

EIN 65-0432968 • 501(c)3 • Fort Meyers, FL

Profile

Trust and fiduciary services for the benefit of indigent elders, mentally ill and disabled individuals.

3783 Seago LaneFort Meyers, FL 33901

lgspooledtrust.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

78th percentile

20%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

16%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,841,101

Up $310,928 (+20%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,841,101

Up $310,928 (+20%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin87th percentile

Revenue

Up

$386,378

Up $52,638 (+16%) from 2023

Expenses

Down

$214,350

Down $90,973 (-30%) from 2023

Net Income

Up

$172,028

Up $143,611 (+505%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $137,576Liabilities 2011: $02011Assets 2012: $179,570Liabilities 2012: $02012Assets 2013: $202,592Liabilities 2013: $0Net Assets 2013: $202,5922013Assets 2014: $242,887Liabilities 2014: $0Net Assets 2014: $242,8872014Assets 2015: $355,312Liabilities 2015: $0Net Assets 2015: $355,3122015Assets 2016: $416,613Liabilities 2016: $0Net Assets 2016: $416,6132016Assets 2017: $623,510Liabilities 2017: $0Net Assets 2017: $623,5102017Assets 2018: $851,491Liabilities 2018: $0Net Assets 2018: $851,4912018Assets 2019: $983,767Liabilities 2019: $0Net Assets 2019: $983,7672019Assets 2020: $1,171,290Liabilities 2020: $0Net Assets 2020: $1,171,2902020Assets 2021: $1,339,178Liabilities 2021: $0Net Assets 2021: $1,339,1782021Assets 2022: $1,325,123Liabilities 2022: $0Net Assets 2022: $1,325,1232022Assets 2023: $1,530,173Liabilities 2023: $0Net Assets 2023: $1,530,1732023Assets 2024: $1,841,101Liabilities 2024: $0Net Assets 2024: $1,841,1012024

Highlighted filing

2024

Assets$1,841,101
Liabilities$0
Net Assets$1,841,101
Open 2024 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $88,110Expenses 2011: $146,993Net Income 2011: -$58,8832011Revenue 2012: $178,417Expenses 2012: $136,423Net Income 2012: $41,9942012Revenue 2013: $150,193Expenses 2013: $127,171Net Income 2013: $23,0222013Revenue 2014: $199,990Expenses 2014: $159,695Net Income 2014: $40,2952014Revenue 2015: $247,244Expenses 2015: $134,819Net Income 2015: $112,4252015Revenue 2016: $186,467Expenses 2016: $125,166Net Income 2016: $61,3012016Revenue 2017: $329,636Expenses 2017: $122,739Net Income 2017: $206,8972017Revenue 2018: $392,083Expenses 2018: $164,102Net Income 2018: $227,9812018Revenue 2019: $363,130Expenses 2019: $230,854Net Income 2019: $132,2762019Revenue 2020: $392,770Expenses 2020: $205,247Net Income 2020: $187,5232020Revenue 2021: $628,807Expenses 2021: $220,396Net Income 2021: $408,4112021Revenue 2022: $195,161Expenses 2022: $277,238Net Income 2022: -$82,0772022Revenue 2023: $333,740Expenses 2023: $305,323Net Income 2023: $28,4172023Revenue 2024: $386,378Expenses 2024: $214,350Net Income 2024: $172,0282024

Highlighted filing

2024

Revenue$386,378
Expenses$214,350
Net Income$172,028
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,841,101
Liabilities
$0
Net assets
$1,841,101
Revenue
$386,378
Expenses
$214,350
Net income
$172,028
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.39$0.21$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.33$0.31$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.20$0.28$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.63$0.22$0.41
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.39$0.21$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.36$0.23$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.39$0.16$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.33$0.12$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.19$0.13$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.25$0.13$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.20$0.16$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.15$0.13$0.02
2012Summary only. Only limited summary data is available for this year.$0.18$0.00$0.18$0.14$0.04
2011Summary only. Only limited summary data is available for this year.$0.14$0.00$0.09$0.15$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 9, 2025
Return Version
2024v5.2
Gross Receipts
$567,319
Mission and Program Overview

Mission

Trust and fiduciary services for the benefit of indigents elders, mentally ill and disabled individuals.

Trust and fiduciary services for the benefit of indigent elders, the mentally ill and the disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,530,173$1,841,101▲ $310,928
Investments in Publicly Traded Securities$1,288,971$1,528,540▲ $239,569
Savings and Temporary Cash Investments$241,202$312,561▲ $71,359
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,530,173$1,841,101▲ $310,928
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,530,173$1,841,101▲ $310,928
Total Liabilities and Net Assets / Fund Balance$1,530,173$1,841,101▲ $310,928
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Lance M MckinneyPresident
Lance M MckinneyVice President
Debra J AikensSecretary
Heidi M BrownTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Osterhout & Mckinney PaLegal Services3783 SEAGO LANE, Fort Myers, FL 33901$129,464
Revenue and Support

Revenue Composition

Contributions and Grants
$135,736
Program Service Revenue
$200,951
Investment Income
$49,691
Other Revenue
$0
All Other Contributions
$135,736
Change in Net Assets
$172,028
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$154,925
Grants and Similar Amounts Paid$59,425
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$129,464--$129,464
Grants to Domestic Orgs$52,500--$52,500
Fees for Service Investment Mgmnt Fees$12,494--$12,494
Fees for Services Accounting$7,027--$7,027
Grants to Domestic Individuals$6,925--$6,925
Insurance$5,323--$5,323
Office Expenses$617--$617
Total Functional Expenses$214,350$0$0$214,350
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Branch of Life Christian Fellowship Ministries IncCape Coral, FL-General Support$20,000
Hope Clubhouse of Sw Fl IncFort Myers, FL-General Support$20,000
American Legion Post 274Fort Myers, FL-General Support$10,000
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
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 2

“Two of the officers are employees of another officer's law firm.”

Form 990, Part VI, Section A, Line 6

“The organization has voting members with no ownership interest.”

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

“The president has the power to replace other board positions.”

Form 990, Part VI, Section B, Line 11B

“Organization's review process form 990: the board of directors reviews and discusses a draft of form 990 prior to filing.”

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

“Enforcement of conflicts policy: all employees are required to complete conflict of interest disclosure forms periodically, and the board carefully monitors all significant transactions for potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure: the organization's governing documents and conflict of interest policy are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lee Guardianship Services Inc
EIN
65-0432968
Phone
2397910900
Address
3783 SEAGO LANE, FORT MEYERS, FL 33901

Signing Officer

Name
Lance M Mckinney
Title
President
Phone
2399394888
Signed
2025-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lance M Mckinney
Formed
2004
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Bolhan Cpas
Address
5420 S QUEBEC ST 102, GREENWOOD VILLAGE, CO 80111
Preparer
David P Bolenbaugh CPA Cgma Mt
Phone
3037271040
Raw XML Appendix399 raw XML fields

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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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0153505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0143065
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0728613
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt036213
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt028924
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt021929
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt021751
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt030217
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0139034
IRS990ScheduleA/InvestmentIncomeCYPct00.07280
IRS990ScheduleA/InvestmentIncomePYPct00.06870
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90870
IRS990ScheduleA/PublicSupportPY509Pct00.88830
IRS990ScheduleA/PublicSupportTotal509Amt01734458
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt035199
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt035199
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0336687
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0196362
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0419821
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0499146
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0317641
IRS990ScheduleA/Total509Grp/TotalAmt01769657
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0372900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0225286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0441750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0520897
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0347858
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01908691
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06925
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0PROFESSIONAL GUARDIAN PROBONO GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/CashGrantAmt220000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN LEGION POST 274
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HOPE CLUBHOUSE OF SW FL INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2BRANCH OF LIFE CHRISTIAN FELLOWSHIP MINISTRIES INC
IRS990ScheduleI/RecipientTable/RecipientEIN0596200408
IRS990ScheduleI/RecipientTable/RecipientEIN1300437443
IRS990ScheduleI/RecipientTable/RecipientEIN2650784990
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0899 BUTTONWOOD DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13602 BROADWAY AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 150638
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FORT MYERS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1FORT MYERS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2CAPE CORAL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033931
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd133901
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd233915
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO OF THE OFFICERS ARE EMPLOYEES OF ANOTHER OFFICER'S LAW FIRM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS VOTING MEMBERS WITH NO OWNERSHIP INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT HAS THE POWER TO REPLACE OTHER BOARD POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION'S REVIEW PROCESS FORM 990: THE BOARD OF DIRECTORS REVIEWS AND DISCUSSES A DRAFT OF FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ENFORCEMENT OF CONFLICTS POLICY: ALL EMPLOYEES ARE REQUIRED TO COMPLETE CONFLICT OF INTEREST DISCLOSURE FORMS PERIODICALLY, AND THE BOARD CAREFULLY MONITORS ALL SIGNIFICANT TRANSACTIONS FOR POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS DISCLOSURE: THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01530173
IRS990/TotalAssetsEOYAmt01841101
IRS990/TotalAssetsGrp/BOYAmt01530173
IRS990/TotalAssetsGrp/EOYAmt01841101
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0135736
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0214350
IRS990/TotalFunctionalExpensesGrp/TotalAmt0214350
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01530173
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01841101
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0214350
IRS990/TotalProgramServiceRevenueAmt0200951
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0250642
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0386378
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01530173
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01841101
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03783 SEAGO LANE
IRS990/USAddress/CityNm0FORT MYERS
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033901
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0LGSPOOLEDTRUST.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LANCE M MCKINNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02399394888
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE GUARDIANSHIP SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0LEEG
ReturnHeader/Filer/EIN0650432968
ReturnHeader/Filer/PhoneNum02397910900
ReturnHeader/Filer/USAddress/AddressLine1Txt03783 SEAGO LANE
ReturnHeader/Filer/USAddress/CityNm0FORT MEYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0275426496
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOLHAN CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05420 S QUEBEC ST 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWOOD VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080111
ReturnHeader/PreparerPersonGrp/PhoneNum03037271040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID P BOLENBAUGH CPA CGMA MT
ReturnHeader/ReturnTs02025-07-10T12:18:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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