LEE COUNTY BAR ASSOCIATION INC

EIN: 592386931

FORT MYERS, FL

Total Revenue
$390,378
Total Expenses
$352,292
Total Assets
$202,227
Net Assets
$93,509
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1949
Legal Domicile
FL
Principal Officer
KRISTIANNA SOTO
Phone
2393340047
Tax Period
2025-01-01 to 2025-12-31

LEE COUNTY BAR ASSOCIATION INC, founded in 1949, is a small nonprofit that reported $390K in total revenue in fiscal year 2025. Revenue decreased 11% compared to the prior year. Expenses of $352K left a modest 10% surplus.

Mission

ENHANCE THE ENVIRONMENT FOR THE PRACTICE OF LAW IN LEE COUNTY, FLORIDA. IN PRINCIPAL AND IN PRACTICE, THE LEE COUNTY BAR ASSOCIATION VALUES AND PROMOTES DIVERSE AND INCLUSIVE PARTICIPATION WITHIN THE LEGAL PROFESSION, AS WELL AS THIS ASSOCIATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $134,475
Program Service Revenue $175,785
Investment Income $298
Other Revenue $79,820
TOTAL REVENUE $390,378

Expense Breakdown

Grants Paid $0
Salaries & Benefits $130,792
Fundraising Expenses $0
Other Expenses $221,500
TOTAL EXPENSES $352,292

Year-over-Year Comparison

2025 2024 Change
Revenue $390,378 $438,430 -0.1%
Expenses $352,292 $371,642 -0.1%
Net Income $38,086 $66,788 -0.4%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
2
Volunteers
10

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$86,009
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LAUREN BAUGH EXECUTIVE DI 40.00
Officer
$86,009 $0 $86,009
DIANA DAWN MASELLI ESQ TREASURER 2.00
Officer Director
$0 $0 $0
ERIN CASEY ESQ MEMBER AT LA 2.00
Director
$0 $0 $0
KEVIN HUGUELET ESQ YLD PRESIDEN 2.00
Officer Director
$0 $0 $0
MEGAN STRAYHORN ESQ MEMBER AT LA 2.00
Director
$0 $0 $0
JOHN MILLER III PRESIDENT 7.00
Officer Director
$0 $0 $0
JOHN DOMMERICH JR VICE PRESIDE 2.00
Officer Director
$0 $0 $0
GERALD OLIVO MEMBER AT LA 2.00
Director
$0 $0 $0
BLAKE RIZZOLO MEMBER AT LA 2.00
Director
$0 $0 $0
KATHLEEN SMITH PAST PRESIDE 2.00
Officer Director
$0 $0 $0
KRISTIANNA SOTO SECRETARY 2.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $390,378 $352,292 $202,227 $38,086
2024 $438,430 $371,642 $131,861 $66,788
2023 $355,089 $407,753 $116,781 $-52,664
2022 $324,220 $387,402 $134,839 $-63,182
2021 $433,623 $397,428 $174,004 $36,195
2020 $279,433 $302,140 $184,503 $-22,707
2019 $402,693 $349,309 $159,479 $53,384
2018 $370,488 $343,508 $117,599 $26,980
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