Civic Intelligence

Lee Guardianship Services Inc.

990EZ • Fiscal year 2013 • EIN 65-0432968

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

3783 Seago Lane33901

(239) 791-0900

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

26th percentile

-16%

Faster revenue growth than 26% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$202,592

Up $23,022 (+13%) from 2012

Net Assets

$202,592

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

Down

$150,193

Down $28,224 (-16%) from 2012

Expenses

Down

$127,171

Down $9,252 (-6.8%) from 2012

Net Income

Down

$23,022

Down $18,972 (-45%) from 2012

Historical Trend

Balance Sheet Trend

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

$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

2013

Assets$202,592
Liabilities$0
Net Assets$202,592

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$150,193
Expenses$127,171
Net Income$23,022
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 12, 2014
Return Version
2013v3.0
Gross Receipts
$150,193
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
TRUST AND FIDUCIARY ADMINISTRATION FOR THE BENEFIT OF INDIGENT ELDERS, MENTALLY ILL AND DEVELOPMENTALLY DISABLED INDIVIDUALS NEEDING GUARDIANSHIP SERVICES.$0$85,968
GUARDIANSHIP SERVICES FOR THE BENEFIT OF INDIGENT ELDERS, MENTALLY ILL AND DEVELOPMENTALLY DISABLED INDIVIDUALS.$0$41,202
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LANCE MCKINNEYPresident & Vice-President-$0--
DEBRA AIKENSSecretary-$0--
HEIDI BROWNTreasurerPT$0--
Filing and Contact Details

Filer

EIN
65-0432968
Phone
2397910900

Signing Officer

Name
Lance Mckinney
Title
President
Phone
2397910900
Signed
2014-05-12
Discuss with paid preparer
Yes

Preparer

Preparer
Jim Waters CPA
Phone
7275761245
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 15.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: office expense. Amount: 2,761. Description: fees to professional guardians. Amount: 41,202. Description: insurance. Amount: 1,731. Total to form 990-ez, line 16: 45,694.

Raw XML Appendix179 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum02397910900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine103783 SEAGO LANE
IRS990EZ/BooksInCareOfDetail/USAddress/City0FORT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode033901
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt218.75
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LANCE MCKINNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBRA AIKENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEIDI BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT & VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt045694
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TRUST AND FIDUCIARY SERVICES FOR THE BENEFIT OF INDIGENTS ELDERS, MENTALLY ILL AND DISABLED INDIVIDUALS.
IRS990EZ/ProgramServiceRevenueAmt071002
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRUST AND FIDUCIARY ADMINISTRATION FOR THE BENEFIT OF INDIGENT ELDERS, MENTALLY ILL AND DEVELOPMENTALLY DISABLED INDIVIDUALS NEEDING GUARDIANSHIP SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GUARDIANSHIP SERVICES FOR THE BENEFIT OF INDIGENT ELDERS, MENTALLY ILL AND DEVELOPMENTALLY DISABLED INDIVIDUALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt085968
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt141202
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0127171
IRS990EZ/TotalProgramServiceExpensesAmt0127170
IRS990EZ/TotalRevenueAmt0150193
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0LGSPOOLEDTRUST.COM
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt086359
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt032951
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0181451
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt079176
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0105155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012561
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt050582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0254805
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt099
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01430
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01361
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02917
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt073250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt075450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt079889
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0107863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0408400
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt099
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01430
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01361
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02917
IRS990ScheduleA/InvestmentIncomeCYPct00.00440
IRS990ScheduleA/InvestmentIncomePYPct00.00980
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.72320
IRS990ScheduleA/PublicSupportPY509Pct00.77880
IRS990ScheduleA/PublicSupportTotal509Amt0481754
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt086359
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0181451
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0151124
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0130471
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0115194
IRS990ScheduleA/Total509Grp/TotalAmt0663205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0151139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0178417
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt088110
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0131901
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0116555
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0666122
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OFFICE EXPENSE. AMOUNT: 2,761. DESCRIPTION: FEES TO PROFESSIONAL GUARDIANS. AMOUNT: 41,202. DESCRIPTION: INSURANCE. AMOUNT: 1,731. TOTAL TO FORM 990-EZ, LINE 16: 45,694.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LANCE MCKINNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02397910900
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10LEE GUARDIANSHIP SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0LEEG
ReturnHeader/Filer/EIN0650432968
ReturnHeader/Filer/PhoneNum02397910900
ReturnHeader/Filer/USAddress/AddressLine103783 SEAGO LANE
ReturnHeader/Filer/USAddress/City0FORT MYERS
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593410694
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GARCIA & ORTIZ PA CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10888 EXECUTIVE CENTER DRIVE WEST 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ST PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode033702
ReturnHeader/PreparerPersonGrp/PhoneNum07275761245
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIM WATERS CPA
ReturnHeader/ReturnTs02014-05-12T07:42:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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