Civic Intelligence

Lee Guardianship Services Inc.

990 • Fiscal year 2017 • EIN 65-0432968

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 25, 2018

Organization ProfileLGSPOOLEDTRUST.COM
3783 Seago LaneFort Myers, FL 33901

(239) 791-0900

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

95th percentile

63%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

89th percentile

50%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

77%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$623,510

Up $206,897 (+50%) from 2016

Net Assets

Up

$623,510

Up $206,897 (+50%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin95th percentile

Revenue

Up

$329,636

Up $143,169 (+77%) from 2016

Expenses

Down

$122,739

Down $2,427 (-1.9%) from 2016

Net Income

Up

$206,897

Up $145,596 (+238%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

2017

Assets$623,510
Liabilities$0
Net Assets$623,510
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

2017

Revenue$329,636
Expenses$122,739
Net Income$206,897
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 25, 2018
Return Version
2017v2.2
Gross Receipts
$368,257
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$416,613$623,510▲ $206,897
Investments in Publicly Traded Securities$159,265$470,695▲ $311,430
Savings and Temporary Cash Investments$255,333$147,739▼ $107,594
Cash and Non-Interest-Bearing Accounts$2,015$5,076▲ $3,061
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$416,613$623,510▲ $206,897
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$416,613$623,510▲ $206,897
Total Liabilities and Net Assets / Fund Balance$416,613$623,510▲ $206,897
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Lance M MckinneyPresident
Debra J AikensSecretary
Heidi M BrownTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$245,380
Program Service Revenue
$67,815
Investment Income
$10,092
Other Revenue
$6,349
All Other Contributions
$245,380
Change in Net Assets
$206,897
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$122,739
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$60,209--$60,209
Fees for Service Investment Mgmnt Fees$4,919--$4,919
Insurance$2,560--$2,560
Fees for Services Accounting$1,015--$1,015
Office Expenses$844--$844
Other Expenses$13--$13
Total Functional Expenses$122,739$0$0$122,739
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 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

“One of the officers is an employee 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 for 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 MYERS, FL 33901

Signing Officer

Name
Lance M Mckinney
Title
President
Phone
2397910900
Signed
2018-06-25

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
GARCIA & ORTIZ PA CPA'S
Address
888 EXECUTIVE CENTER DRIVE WEST 101, ST PETERSBURG, FL 33702
Preparer
Jim Waters CPA
Phone
7275761245
Raw XML Appendix364 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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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ONE OF THE OFFICERS IS AN EMPLOYEE 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 FOR 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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0623510
IRS990/TotalAssetsGrp/BOYAmt0416613
IRS990/TotalAssetsGrp/EOYAmt0623510
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0245380
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0122739
IRS990/TotalFunctionalExpensesGrp/TotalAmt0122739
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0623510
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0122739
IRS990/TotalProgramServiceRevenueAmt067815
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt084256
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0329636
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0416613
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0623510
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0FORT MYERS
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033901
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0LGSPOOLEDTRUST.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LANCE M MCKINNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02397910900
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-25
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 MYERS
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.33.72.98
ReturnHeader/FilingSecurityInformation/IPDt02018-06-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:42:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593410694
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARCIA & ORTIZ PA CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0888 EXECUTIVE CENTER DRIVE WEST 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033702
ReturnHeader/PreparerPersonGrp/PhoneNum07275761245
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIM WATERS CPA
ReturnHeader/ReturnTs02018-06-25T11:51:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$623,510
Liabilities
$0
Net assets
$623,510
Revenue
$329,636
Expenses
$122,739
Net income
$206,897
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