Civic Intelligence

Lee County Bar Association Foundation Inc.

990 • Fiscal year 2018 • EIN 81-5029751

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileWWW.LEEBAR.ORG/ABOUT-US/LCBA-FOUNDATION
2077 First Street 207Fort Myers, FL 33901

(239) 822-0440

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

$51,859

No earlier filing loaded for comparison.

Net Assets

$51,859

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin95th percentile

Revenue

$57,129

No earlier filing loaded for comparison.

Expenses

$16,588

No earlier filing loaded for comparison.

Net Income

$40,541

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2018: $51,859Liabilities 2018: $0Net Assets 2018: $51,8592018Assets 2019: $97,923Liabilities 2019: $0Net Assets 2019: $97,9232019Assets 2020: $64,785Liabilities 2020: $0Net Assets 2020: $64,7852020Assets 2021: $63,720Liabilities 2021: $0Net Assets 2021: $63,7202021Assets 2022: $78,469Liabilities 2022: $0Net Assets 2022: $78,4692022Assets 2023: $126,476Liabilities 2023: $0Net Assets 2023: $126,4762023Assets 2024: $84,273Liabilities 2024: $0Net Assets 2024: $84,2732024

Highlighted filing

2018

Assets$51,859
Liabilities$0
Net Assets$51,859
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2018: $57,129Expenses 2018: $16,588Net Income 2018: $40,5412018Revenue 2019: $73,724Expenses 2019: $27,660Net Income 2019: $46,0642019Revenue 2020: $22,826Expenses 2020: $55,964Net Income 2020: -$33,1382020Revenue 2021: $68,124Expenses 2021: $69,189Net Income 2021: -$1,0652021Revenue 2022: $80,213Expenses 2022: $65,464Net Income 2022: $14,7492022Revenue 2023: $94,978Expenses 2023: $46,971Net Income 2023: $48,0072023Revenue 2024: $53,228Expenses 2024: $95,431Net Income 2024: -$42,2032024

Highlighted filing

2018

Revenue$57,129
Expenses$16,588
Net Income$40,541
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$64,771
Mission and Program Overview

Mission

Formed in 2016, the lee county bar association foundation provides a charitable giving vehicle for the legal community to make a lasting impact on the specific needs of lee county. The mission of the lee county bar association foundation is to promote provision of legal

Promote provision of legal aid to the indigent, support and participate in charitable endeavors benefiting youth and/or benefiting the underprivileged population, encourage and promote education and community awareness of the law, and provide for the establishment of scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$11,243$51,859▲ $40,616
Accounts Receivable$75--
Total Assets$11,318$51,859▲ $40,541
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$11,318$51,859▲ $40,541
Total Net Assets Fund Balance$11,318$51,859▲ $40,541
Total Liabilities and Net Assets / Fund Balance$11,318$51,859▲ $40,541
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Scott AtwoodDirector President
Beverly GradyDirector
Cedric HallDirector
John WebbDirector
Kristalyn LosonDirector
Michael RandolphDirector Secretary
Shannon PuopoloDirector Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$29,386
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$27,743
All Other Contributions
$29,386
Change in Net Assets
$40,541
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,000
Other Expenses$1,588
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,000--$15,000
Insurance-$1,051-$1,051
Fees for Services Other-$537-$537
Total Functional Expenses$15,000$1,588$0$16,588
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lee County Legal Aid Society IncFort Myers, FL-To Assist Lee County Legal Aid Society in Providing Free Legal Aid to Lee County Residents, or Individuals Who Have Been Referred by Another Legal Services Program.$15,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$35,385
Fundraising Direct Expenses$7,642
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gofl Tournament$27,200$27,200$5,797$21,403
Wine Tasting$6,985$6,985-$6,985
Total Events$35,385$35,385$7,642$27,743
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
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 2

“The foundation have two directors, scott atwood and kristalyn loson, who are married to each other.”

Form 990, Part VI, Section A, Line 6

“The organization is incorporated in florida and the board of directors serve as officers of the corporation.”

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

“The board of directors may create committees and appoint the members of such committees.”

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

“The 990 will be presented at a regularly scheduled meeting 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

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Lee County Bar Association
EIN
81-5029751
Phone
2398220440
Address
2077 FIRST STREET 207, FORT MYERS, FL 33901

Signing Officer

Name
Cedric Hall
Title
Treasurer
Phone
2398220440
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cedric Hall
Formed
2016
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Mchale Caruso Scullion & Knox LLC
Address
12800 UNIVERSITY DRIVE SUITE 175, FORT MYERS, FL 33907
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/ActivityOrMissionDesc0PROMOTE PROVISION OF LEGAL AID TO THE INDIGENT, SUPPORT AND PARTICIPATE IN CHARITABLE ENDEAVORS BENEFITING YOUTH AND/OR BENEFITING THE UNDERPRIVILEGED POPULATION, ENCOURAGE AND PROMOTE EDUCATION AND COMMUNITY AWARENESS OF THE LAW, AND PROVIDE FOR THE ESTABLISHMENT OF SCHOLARSHIPS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990/MissionDesc0FORMED IN 2016, THE LEE COUNTY BAR ASSOCIATION FOUNDATION PROVIDES A CHARITABLE GIVING VEHICLE FOR THE LEGAL COMMUNITY TO MAKE A LASTING IMPACT ON THE SPECIFIC NEEDS OF LEE COUNTY. THE MISSION OF THE LEE COUNTY BAR ASSOCIATION FOUNDATION IS TO: PROMOTE PROVISION OF LEGAL AID TO THE INDIGENT; SUPPORT AND PARTICIPATE IN CHARITABLE ENDEAVORS BENEFITING YOUTH AND/OR BENEFITING THE UNDERPRIVILEGED POPULATION; ENCOURAGE AND PROMOTE EDUCATION AND COMMUNITY AWARENESS OF THE LAW; PROVIDE FOR THE ESTABLISHMENT OF SCHOLARSHIPS.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST LEE COUNTY LEGAL AID SOCIETY IN PROVIDING FREE LEGAL AID TO LEE COUNTY RESIDENTS, OR INDIVIDUALS WHO HAVE BEEN REFERRED BY ANOTHER LEGAL SERVICES PROGRAM.
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IRS990ScheduleI/RecipientTable/RecipientEIN0591163686
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAVE TWO DIRECTORS, SCOTT ATWOOD AND KRISTALYN LOSON, WHO ARE MARRIED TO EACH OTHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS INCORPORATED IN FLORIDA AND THE BOARD OF DIRECTORS SERVE AS OFFICERS OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS MAY CREATE COMMITTEES AND APPOINT THE MEMBERS OF SUCH COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 WILL BE PRESENTED AT A REGULARLY SCHEDULED MEETING FOR THEIR REVIEW PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DISCUSSED AT A REGULARLY SCHEDULED MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
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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
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CEDRIC HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02398220440
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE COUNTY BAR ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LEEC
ReturnHeader/Filer/EIN0815029751
ReturnHeader/Filer/PhoneNum02398220440
ReturnHeader/Filer/USAddress/AddressLine1Txt02077 FIRST STREET 207
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.124.244.122
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm008:57:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650448406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCHALE CARUSO SCULLION & KNOX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012800 UNIVERSITY DRIVE SUITE 175
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerPersonGrp/PhoneNum02394817400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIETTA MEACHAM
ReturnHeader/ReturnTs02019-11-15T08:57:20-06:00
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
$51,859
Liabilities
$0
Net assets
$51,859
Revenue
$57,129
Expenses
$16,588
Net income
$40,541
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.53$0.95$0.42
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.95$0.47$0.48
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.80$0.65$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.68$0.69$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.23$0.56$0.33
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.74$0.28$0.46
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.57$0.17$0.41