LEE COUNTY BAR ASSOCIATION FOUNDATION INC (EIN 815029751) - Form 990 Financial Analysis & Trantor Score

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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

2016

Legal Domicile

Principal Officer

DAVID SEITZ

Phone

2398220440

Tax Period

2023-01-01 to 2023-12-31

LEE COUNTY BAR ASSOCIATION FOUNDATION INC, founded in 2016, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $95K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $48K, a strong 51% operating margin.

Mission

PROMOTE PROVISION OF LEGAL AID TO THE INDIGENT, SUPPORT AND PARTICIPATE IN CHARITABLE ENDEAVORS

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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 (2023)

Revenue Breakdown

Contributions & Grants $41,247

Program Service Revenue $0

Investment Income $0

Other Revenue $53,731

TOTAL REVENUE $94,978

Expense Breakdown

Grants Paid $42,350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,350

Other Expenses $4,621

TOTAL EXPENSES $46,971

Year-over-Year Comparison

	2023	2022	Change
Revenue	$94,978	$80,213	+0.2%
Expenses	$46,971	$65,464	-0.3%
Net Income	$48,007	$14,749	+2.3%

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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN WEBB	PRESIDENT	001.00	Officer Director	$0	$0	$0
SARAH SPECTOR	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
DAVID SEITZ	TREASURER	001.00	Officer Director	$0	$0	$0
SHANNON PUOPOLO	DIRECTOR	001.00	Director	$0	$0	$0
CHENE THOMPSON	DIRECTOR	001.00	Director	$0	$0	$0
EVIANA MARTIN	DIRECTOR	001.00	Director	$0	$0	$0
VANESSA FERNANDEZ	DIRECTOR	001.00	Director	$0	$0	$0
PETER KNIZE	DIRECTOR	001.00	Director	$0	$0	$0
CASEY GARTLAND	DIRECTOR	001.00	Director	$0	$0	$0
RYAN DOWNEY	DIRECTOR	001.00	Director	$0	$0	$0
MATTHEW BRUST	DIRECTOR	001.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$94,978	$46,971	$126,476	$48,007
2022	$80,213	$65,464	$78,469	$14,749
2021	$68,124	$69,189	$63,720	$-1,065
2020	$22,826	$55,964	$64,785	$-33,138
2019	$73,724	$27,660	$97,923	$46,064
2018	$57,129	$16,588	$51,859	$40,541

LEE COUNTY BAR ASSOCIATION FOUNDATION INC