Civic Intelligence

Lee Guardianship Services Inc.

990 • Fiscal year 2018 • EIN 65-0432968

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 17, 2019

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

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

94th percentile

58%

Higher net margin than 94% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

85th percentile

37%

Faster asset growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$851,491

Up $227,981 (+37%) from 2017

Net Assets

Up

$851,491

Up $227,981 (+37%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin94th percentile

Revenue

Up

$392,083

Up $62,447 (+19%) from 2017

Expenses

Up

$164,102

Up $41,363 (+34%) from 2017

Net Income

Up

$227,981

Up $21,084 (+10%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2018

Assets$851,491
Liabilities$0
Net Assets$851,491
Open 2018 Filing

Operations Trend

Revenue Growth71st 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

2018

Revenue$392,083
Expenses$164,102
Net Income$227,981
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 17, 2019
Return Version
2018v3.1
Gross Receipts
$414,621
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$623,510$851,491▲ $227,981
Investments in Publicly Traded Securities$470,695$721,714▲ $251,019
Savings and Temporary Cash Investments$147,739$125,043▼ $22,696
Cash and Non-Interest-Bearing Accounts$5,076$4,734▼ $342
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$623,510$851,491▲ $227,981
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$623,510$851,491▲ $227,981
Total Liabilities and Net Assets / Fund Balance$623,510$851,491▲ $227,981
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$288,695
Program Service Revenue
$107,883
Investment Income
$16,408
Other Revenue
$-20,903
All Other Contributions
$288,695
Change in Net Assets
$227,981
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$119,129
Grants and Similar Amounts Paid$44,973
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$102,026--$102,026
Grants to Domestic Individuals$34,973--$34,973
Grants to Domestic Orgs$10,000--$10,000
Fees for Service Investment Mgmnt Fees$7,423--$7,423
Insurance$2,629--$2,629
Office Expenses$2,290--$2,290
Fees for Services Accounting$1,010--$1,010
Other Expenses$46--$46
Total Functional Expenses$164,102$0$0$164,102
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Foundation for Indigent Guardianship IncTallahassee, FL-General Support$5,000
Lifeline Family Center IncCape Coral, FL-General Support$5,000
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 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
2019-06-17

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
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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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0198769
IRS990ScheduleA/Total509Grp/TotalAmt01341160
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0416973
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0325318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0188308
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0250244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0199990
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01380833
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt034973
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0PROFESSIONAL GUARDIAN PROBONO GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt017
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FOUNDATION FOR INDIGENT GUARDIANSHIP INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1LIFELINE FAMILY CENTER INC
IRS990ScheduleI/RecipientTable/RecipientEIN0020763591
IRS990ScheduleI/RecipientTable/RecipientEIN1650529641
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04040 ESPLANADE WAY SUITE 280F
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1907 SE 5TH AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TALLAHASSEE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CAPE CORAL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd032399
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd133990
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd00
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0623510
IRS990/TotalAssetsEOYAmt0851491
IRS990/TotalAssetsGrp/BOYAmt0623510
IRS990/TotalAssetsGrp/EOYAmt0851491
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0288695
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0164102
IRS990/TotalFunctionalExpensesGrp/TotalAmt0164102
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0623510
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0851491
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0164102
IRS990/TotalProgramServiceRevenueAmt0107883
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0103388
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0392083
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0623510
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0851491
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LANCE M MCKINNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02397910900
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-17
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033901
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01709AA9A67B4D26CE2A7F8521C3CE4B1CA6FCF90
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07B72DE0D76C4E7471C7FFB99FF53E1F8FC9D6E15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.33.72.98
ReturnHeader/FilingSecurityInformation/IPDt02019-06-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:09:27
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/ReturnTs02019-06-17T11:14:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$851,491
Liabilities
$0
Net assets
$851,491
Revenue
$392,083
Expenses
$164,102
Net income
$227,981
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