LEE COUNTY BAR ASSOCIATION FOUNDAT… - Form 990 Financial Data

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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

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

Program Service Accomplishments

Program 1

Expenses: $4,500

TO ASSIST CHILDRENS ADVOCACY CENTER provide coordinated response to child victims of abuse and neglect

Program 2

Expenses: $500

TO ASSIST CHILDRENS HOME SOCIETY OF FLORIDA provide assistance to children and families

Program 3

Expenses: $1,000

BOYS GIRLS CLUB OF LEE COUNTY

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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