To serve all Lee County citizens and help seniors maintain optimal levels of function.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
$52K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $80K a year · 14% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$52K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
12 mo
of spending, in cash
Looks good: 11.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $466K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$153K
22% of total assets
Looks good: liabilities are 22% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$442K
Spent
$497K
To programs
76%
Net assets
$541K
By yearFY2020–FY2025
Revenue
$442K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$442K
FY2021$462K
FY2022$428K
FY2023$550K
FY2024$702K
FY2025$750K
Expenses
$497K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$497K
FY2021$414K
FY2022$394K
FY2023$428K
FY2024$528K
FY2025$593K
Net assets
$541K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$541K
FY2021$589K
FY2022$623K
FY2023$745K
FY2024$918K
FY2025$1.1M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2001.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $378K Management & general 24% · $118K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990; $52K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$51,996Pt VII · Sec A
Vice Chairperson
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Susie Welch’s $58K as Exec. Director is at the 46th percentile of top reported officer pay among 2168 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Susan Lawler—$61,779$58,242$52,936$52,146$51,996
Susie Welch$57,914$8,561————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Lee County Council on Aging executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps Lee County seniors live independently and maintain their health.

Questions for Lee County Council on Aging

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Your first name shows with your question. Lee County Council on Aging answers here, for everyone.

Provided by the organization

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1 program · $378K · in their own filed words · FY2019
01

Lee county council on aging is engaged in providing an array of services to benefit the elder population of lee county. As well as being a provider of public and senior public transportation. During the fiscal year, lccoa provided rides through our transportation program to seniors.

$378Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$466K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$442K
Ln 12
Gifts and grantsLn 1h$449K
Investment incomeLn 3$5K
Money outPt IX
$497K
Ln 25
Programscol B$378K
Managementcol C$118K
Owns and owesPt X
$541K
net assets · Ln 32
Cash and savingsLn 1–2$474K
Total assetsLn 16$694K
LiabilitiesLn 26$153K
PeoplePt VI, VII
12
listed · VII A
PaidVII A1
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$449K
Government grantsLn 1e$396K
Investment incomeLn 3$5K
Total revenueLn 12$442K
Assets in detailPt X, end of year
CashLn 1$217K
SavingsLn 2$258K
Cash and savings togetherLn 1–2$474K
Land, buildings, equipmentLn 10c$92K
Total assetsLn 16$694K
LiabilitiesLn 26$153K
Net assetsLn 32$541K
OperationsPt I, VI
EmployeesI 526
VolunteersI 622
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$419K$474K
Land, buildings, equipmentLn 10c$116K$92K
Total assetsLn 16$675K$694K
LiabilitiesLn 26$79K$153K
Net assetsLn 32$596K$541K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$48K$37K$11K
Other salaries and wagesLn 7$277K$217K$59K
Payroll taxesLn 10$28K$17K$10K
Legal feesLn 11b$5K$5K
Accounting feesLn 11c$11K$8K$3K
Advertising and promotionLn 12$676$191$485
Information technologyLn 14$9K$9K
TravelLn 17$23K$22K$174
Depreciation, depletion and amortizationLn 22$33K$27K$6K
InsuranceLn 23$24K$22K$2K
Other expenses (24a–d)Ln 24$32K$10K$22K
All other expensesLn 24e$8K$3K$4K
Total functional expensesLn 25$497K$378K$118K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $750K$593K$156K$1.1M 990 PDF
FY2024 $702K$528K$174K$918K 990 PDF
FY2023 $550K$428K$122K$745K 990 PDF
FY2022 $428K$394K$34K$623K 990 PDF
FY2021 $462K$414K$48K$589K 990 PDF
FY2020 Viewing $442K$497K−$55K$541K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $441,825 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $723,724$449,214
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $3,435$5,263
I-11 Other revenuePrior year $12,209−$12,652
I-12 Total revenuePrior year $739,368$441,825
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $485,866$352,564
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $159,742$144,074
I-18 Total expensesPrior year $645,608$496,638
I-19 Revenue less expensesPrior year $93,760−$54,813
Part VI · Governance 10 of 10 board members independent, 1 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-12a Written conflict of interest policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $441,825 across 10 lines filed
Lines not itemized here account for $19,380 of total revenue; see the IRS return.
VIII-1a Federated campaigns$31,500
VIII-1b Membership dues$11,160
VIII-1e Government grants$395,661
VIII-1f All other contributions, gifts and grants$10,893
VIII-1h Total contributions, gifts and grants$449,214
VIII-3 Investment incomeExcluded from tax $5,263$5,263
VIII-6 Net rental income or lossUnrelated business −$45,189−$45,189
VIII-8 Net income from fundraising eventsExcluded from tax $11,350$11,350
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,807$1,807
VIII-12 Total revenueRelated to mission $0 · Unrelated business −$25,809 · Excluded from tax $18,420$441,825
Part IX · Statement of functional expenses $496,638 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $37,282 · Management $10,598$47,880
IX-7 Other salaries and wagesPrograms $217,448 · Management $59,459$276,907
IX-10 Payroll taxesPrograms $17,436 · Management $10,341$27,777
IX-11b Legal feesPrograms $4,792$4,792
IX-11c Accounting feesPrograms $7,572 · Management $3,017$10,589
IX-12 Advertising and promotionPrograms $191 · Management $485$676
IX-14 Information technologyPrograms $9,026$9,026
IX-17 TravelPrograms $22,364 · Management $174$22,538
IX-22 Depreciation, depletion and amortizationPrograms $26,932 · Management $5,861$32,793
IX-23 InsurancePrograms $22,038 · Management $1,980$24,018
IX-24 Other expenses (24a–d)Programs $9,770 · Management $22,333$32,103
IX-24e All other expensesPrograms $3,347 · Management $4,192$7,539
IX-25 Total functional expensesPrograms $378,198 · Management $118,440 · Fundraising $0$496,638
Part X · Balance sheet $694,232 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $166,044$216,513
X-2 Savings and temporary cash investmentsStart of year $253,076$257,969
X-3 Pledges and grants receivableStart of year $125,039$121,815
X-4 Accounts receivableStart of year $6,842$275
X-8 Inventories for sale or useStart of year $5,537$3,646
X-9 Prepaid expenses and deferred chargesStart of year $2,044$2,044
X-10c Land, buildings and equipment, netStart of year $116,454$91,970
X-16 Total assetsStart of year $675,036$694,232
X-17 Accounts payable and accrued expensesStart of year $19,782$15,574
X-18 Grants payableStart of year $35,946$51,539
X-19 Deferred revenueStart of year $23,565$7,457
X-25 Other liabilitiesStart of year $0$9,982
X-26 Total liabilitiesStart of year $79,293$153,302
X-27 Net assets without donor restrictionsStart of year $595,743$540,930
X-32 Total net assets or fund balancesStart of year $595,743$540,930
X-33 Total liabilities and net assetsStart of year $675,036$694,232
Part XI · Reconciliation of net assets $540,930 net assets at year end
XI-1 Total revenue$441,825
XI-2 Total expenses$496,638
XI-3 Revenue less expenses−$54,813
XI-4 Net assets at start of year$595,743
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$540,930

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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