Civic Intelligence

Lee County Bar Association Foundation Inc.

990 • Fiscal year 2020 • EIN 81-5029751

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 14, 2021

2077 FIRST STREET Room 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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

6th percentile

-145%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

13th percentile

-34%

Faster asset growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-69%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$64,785

Down $33,138 (-34%) from 2019

Net Assets

Down

$64,785

Down $33,138 (-34%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$22,826

Down $50,898 (-69%) from 2019

Expenses

Up

$55,964

Up $28,304 (+102%) from 2019

Net Income

Down

-$33,138

Down $79,202 (-172%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$64,785
Liabilities$0
Net Assets$64,785

Operations Trend

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

2020

Revenue$22,826
Expenses$55,964
Net Income-$33,138
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 14, 2021
Return Version
2020v4.1
Gross Receipts
$23,892
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$97,798$64,660▼ $33,138
Accounts Receivable$125$125→ $0
Total Assets$97,923$64,785▼ $33,138
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$97,923$64,785▼ $33,138
Total Net Assets Fund Balance$97,923$64,785▼ $33,138
Total Liabilities and Net Assets / Fund Balance$97,923$64,785▼ $33,138
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cedric HallPresident
Kristalyn LosonVice President
John WebbDirector
Michael RandolphDirector
Scott AttwoodDirector
Shannon PuopoloSecretary
David SeitzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,082
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$744
Change in Net Assets
$-33,138
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$54,350
Other Expenses$1,614
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$54,350--$54,350
Fees for Services Accounting---$625
Insurance---$465
Fees for Services Other---$278
Office Expenses---$246
Total Functional Expenses$54,350$0$0$55,964
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,810
Fundraising Direct Expenses$1,066
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
Yes
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
Filing and Contact Details

Filer

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

Signing Officer

Name
David Seitz - Treasurer
Title
101521
Signed
2021-10-14
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

Preparer

Firm
The Spires Group Pa
Address
12734 KENWOOD LANE STE 25, FORT MYERS, FL 33907
Preparer
Erich M Spires
Phone
2399364336
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Program Service Expenses 7,000, Grants and allocations 7,000, Revenue 0 TO ASSIST QUALITY OF LIFE CENTER COMPLETE THEIR FACILITIES WHERE THEY PROVIDE AN ATMOSPHERE FOR INDIVIDUALS AND FAMILIES TO HELP STRENGTHEN AND INSTILL PRIDE IN FAMILY AND COMMUNITY

Form 990, Part III, Line 4D

Program Service Expenses 4,000, Grants and allocations 4,000, Revenue 0 TO ASSIST VALERIES HOUSE

Form 990, Part III, Line 4D

Program Service Expenses 3,000, Grants and allocations 3,000, Revenue 0 TO ASSIST NEW HORIZONS OF SWFL

Form 990, Part III, Line 4D

Program Service Expenses 3,000, Grants and allocations 3,000, Revenue 0 TO ASSIST HOPE CLUBHOUSE

Form 990, Part III, Line 4D

Program Service Expenses 3,000, Grants and allocations 3,000, Revenue 0 TO ASSIST BIG BROTHERS BIG SISTERS OF SWFL

Form 990, Part III, Line 4D

Program Service Expenses 3,000, Grants and allocations 3,000, Revenue 0 TO ASSIST SIDNEY BERNE DAVIS ART CENTER

Form 990, Part III, Line 4D

Program Service Expenses 3,000, Grants and allocations 3,000, Revenue 0 TO ASSIST AFCAAM

Form 990, Part III, Line 4D

Program Service Expenses 2,000, Grants and allocations 2,000, Revenue 0 TO ASSIST FORT MYERS SYMPHONIC MASTERSINGERS

Form 990, Part III, Line 4D

Program Service Expenses 2,500, Grants and allocations 2,500, Revenue 0 GIRL SCOUTS OF SWFL

Form 990, Part III, Line 4D

Program Service Expenses 3,000, Grants and allocations 3,000, Revenue 0 OUR MOTHERS HOME OF SWFL

Form 990, Part III, Line 4D

Program Service Expenses 4,000, Grants and allocations 4,000, Revenue 0 GUARDIAN AD LITEM FOUNDATION

Form 990, Part III, Line 4D

Program Service Expenses 125, Grants and allocations 125, Revenue 0 LEE COUNTY BAR ASSOCIATION

Form 990, Part III, Line 4D

Program Service Expenses 2,000, Grants and allocations 2,000, Revenue 0 ALVIN A DUBIN

Raw XML Appendix389 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 7,000, Grants and allocations 7,000, Revenue 0 TO ASSIST QUALITY OF LIFE CENTER COMPLETE THEIR FACILITIES WHERE THEY PROVIDE AN ATMOSPHERE FOR INDIVIDUALS AND FAMILIES TO HELP STRENGTHEN AND INSTILL PRIDE IN FAMILY AND COMMUNITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Service Expenses 4,000, Grants and allocations 4,000, Revenue 0 TO ASSIST VALERIES HOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Service Expenses 3,000, Grants and allocations 3,000, Revenue 0 TO ASSIST NEW HORIZONS OF SWFL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Service Expenses 3,000, Grants and allocations 3,000, Revenue 0 TO ASSIST HOPE CLUBHOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Program Service Expenses 3,000, Grants and allocations 3,000, Revenue 0 TO ASSIST BIG BROTHERS BIG SISTERS OF SWFL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Program Service Expenses 3,000, Grants and allocations 3,000, Revenue 0 TO ASSIST SIDNEY BERNE DAVIS ART CENTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Program Service Expenses 3,000, Grants and allocations 3,000, Revenue 0 TO ASSIST AFCAAM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Program Service Expenses 2,000, Grants and allocations 2,000, Revenue 0 TO ASSIST FORT MYERS SYMPHONIC MASTERSINGERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Program Service Expenses 2,500, Grants and allocations 2,500, Revenue 0 GIRL SCOUTS OF SWFL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Program Service Expenses 3,000, Grants and allocations 3,000, Revenue 0 OUR MOTHERS HOME OF SWFL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Program Service Expenses 4,000, Grants and allocations 4,000, Revenue 0 GUARDIAN AD LITEM FOUNDATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Program Service Expenses 125, Grants and allocations 125, Revenue 0 LEE COUNTY BAR ASSOCIATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Program Service Expenses 2,000, Grants and allocations 2,000, Revenue 0 ALVIN A DUBIN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part III, Line 4d
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Lee County Bar Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0592386931
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LEGAL SOCIETY MEMBERSHIP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02077 First Street Suite 207
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Fort Myers
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd033901
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt097923
IRS990/TotalAssetsEOYAmt064785
IRS990/TotalAssetsGrp/BOYAmt097923
IRS990/TotalAssetsGrp/EOYAmt064785
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt022082
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt054350
IRS990/TotalFunctionalExpensesGrp/TotalAmt055964
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt097923
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt064785
IRS990/TotalOtherProgSrvcExpenseAmt039625
IRS990/TotalOtherProgSrvcGrantAmt039625
IRS990/TotalProgramServiceExpensesAmt054350
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022826
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt097923
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt064785
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02077 FIRST STREET 207
IRS990/USAddress/CityNm0FORT MYERS
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033901
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.LEEBAR.ORG/ABOUT-US/LCBA-FOUNDATION
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SEITZ - TREASURER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0101521
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE COUNTY BAR ASSOCIATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LEEC
ReturnHeader/Filer/EIN0815029751
ReturnHeader/Filer/PhoneNum02398220440
ReturnHeader/Filer/USAddress/AddressLine1Txt02077 FIRST STREET Room 207
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE SPIRES GROUP PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012734 KENWOOD LANE STE 25
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033907
ReturnHeader/PreparerPersonGrp/PhoneNum02399364336
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERICH M SPIRES
ReturnHeader/ReturnTs02021-10-14T12:49:49-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SEITZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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