LEE COUNTY BAR ASSOCIATION INC

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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

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

WE STRIVE TO SERVE AS A LEADER IN ADVANCING ETHICAL CONDUCT, EXCELLENCE, AND THE PROFESSIONALISM OF OUR ATTORNEYS BY PROVIDING ONGOING LEGAL EDUCATION IN SUPPORT OF OUR MEMBERS, FOSTERING AN ENVIRONMENT OF PUBLIC RESPONSIBILITY AMONG LEGAL PROFESSIONALS AND PROMOTING OUR LEGAL SYSTEM AND RESOURCES WITHIN OUR COMMUNITY.

Program Service Accomplishments

Program 1

THE LEE COUNTY BAR ASSOCIATION LAWYER REFERRAL SERVICE HANDLES ALL LAWYER REFERRALS FOR LEE COUNTY. PARTICIPATING ATTORNEYS ARE REQUIRED TO SUBMIT AN EXTENSIVE APPLICATION TO THE SERVICE AND THEY...

THE LEE COUNTY BAR ASSOCIATION LAWYER REFERRAL SERVICE HANDLES ALL LAWYER REFERRALS FOR LEE COUNTY. PARTICIPATING ATTORNEYS ARE REQUIRED TO SUBMIT AN EXTENSIVE APPLICATION TO THE SERVICE AND THEY MUST BE A MEMBER OF THE FLORIDA BAR WITH NO PENDING PROBABLE CAUSE COMPLAINTS. REFERRAL SERVICE ATTORNEYS ARE ALSO REQUIRED TO HAVE PROFESSIONAL LIABILITY INSURANCE LIMITS OF NOT LESS THAN 100,000. THE LCBA LAWYER REFERRAL SERVICE HAS ALSO ESTABLISHED A LOW FEE PANEL FOR CLIENTS IN NEED. IT CONNECTS THE PUBLIC WITH QUALIFIED ATTORNEYS. PRO BONO LEGAL ASSISTANCE IS AVAILABLE FOR QUALIFIED INDIVIDUALS.

Program 2

THE ORGANIZATION PROMOTES MEANINGFUL INTERACTION AMONG ITS MEMBERS WITH MEETINGS, MOCK TRIALS AND SOCIAL EVENTS. VARIOUS MEETINGS ARE HELD FOR THE LAW PROFESSIONALS TO PROMOTE THE LEGAL PROFESSION...

THE ORGANIZATION PROMOTES MEANINGFUL INTERACTION AMONG ITS MEMBERS WITH MEETINGS, MOCK TRIALS AND SOCIAL EVENTS. VARIOUS MEETINGS ARE HELD FOR THE LAW PROFESSIONALS TO PROMOTE THE LEGAL PROFESSION AND TO DIVERSIFY THE KNOWLEDGE OF UPCOMING LAWS.

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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%)

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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$86,009

Total Directors

Key Employees

Highest Compensated

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