Lee County Bar Association INC

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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.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
Run by 10 volunteers and 3 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · People: Part I, lines 5–6

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FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
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
No
Donations are not tax-deductible
Worth a look: the IRS does not list 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
3 of 6
filings with a surplus
Average surplus $419 a year · under 1% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$86K
to officers and key staff · 24% of spending
Worth a look: pay to officers and key staff is 24% of spending; over 20%.
Pt VII · Sec A
4 mo
of spending, in cash
Looks good: 4.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$109K
54% of total assets
Fine: liabilities are 54% of assets; 50% to 65%.
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
$390K
-11% vs prior year
Spent
$352K
To programs
0%
Net assets
$94K
By yearFY2020–FY2025
Revenue
$390K
FY2025▼ -11%
Tap a bar for its year
Revenue by fiscal year
FY2020$279K
FY2021$434K
FY2022$324K
FY2023$355K
FY2024$438K
FY2025$390K
Expenses
$352K
FY2025▼ -5%
Tap a bar for its year
Expenses by fiscal year
FY2020$302K
FY2021$397K
FY2022$387K
FY2023$408K
FY2024$372K
FY2025$352K
Net assets
$94K
FY2025▲ +69%
Tap a bar for its year
Net assets by fiscal year
FY2020$68K
FY2021$104K
FY2022$41K
FY2023−$11K
FY2024$55K
FY2025$94K

From the FY2025 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1985.

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

Who runs it and what they're paid

11 people listed on the 990; $86K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$86,009Pt VII · Sec A
$0Pt VII · Sec A
Member at La
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
Member at La
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Lauren Baugh$86,009$77,758$71,845$77,559$62,751$60,007

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 Bar Association INC 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 15aNo

Programs and updates

Improves the legal practice environment in Lee County, Florida, promoting diversity and inclusion.

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Provided by the organization

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2 programs · in their own filed words · FY2025
01

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.

Pt IX · col B
02

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.

Pt IX · col B

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 · FY2023
Total grants receivedfrom 1 funder$1K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$390K
Ln 12
Fees for servicesLn 2g$176K
Gifts and grantsLn 1h$134K
Other incomeLn 4–11$80K
Money outPt IX
$352K
Ln 25
Owns and owesPt X
$94K
net assets · Ln 32
Cash and savingsLn 1–2$128K
Total assetsLn 16$202K
LiabilitiesLn 26$109K
PeoplePt VI, VII
11
listed · VII A
PaidVII A1
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$134K
Fees for servicesLn 2g$176K
Investment incomeLn 3$298
Other incomeLn 4–11$80K
Total revenueLn 12$390K
Assets in detailPt X, end of year
CashLn 1$128K
Cash and savings togetherLn 1–2$128K
Total assetsLn 16$202K
LiabilitiesLn 26$109K
Net assetsLn 32$94K
OperationsPt I, VI
EmployeesI 53
VolunteersI 610
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$91K$128K
Total assetsLn 16$132K$202K
LiabilitiesLn 26$76K$109K
Net assetsLn 32$55K$94K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$86K
Other salaries and wagesLn 7$35K
Payroll taxesLn 10$9K
Other fees for servicesLn 11g$848
Advertising and promotionLn 12$1K
Office expensesLn 13$88K
Information technologyLn 14$22K
OccupancyLn 16$15K
Conferences, conventions and meetingsLn 19$62K
InsuranceLn 23$3K
Other expenses (24a–d)Ln 24$29K
All other expensesLn 24e$1K
Total functional expensesLn 25$352K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $390K$352K$38K$94K 990 PDF
FY2024 $438K$372K$67K$55K 990 PDF
FY2023 $355K$408K−$53K−$11K 990 PDF
FY2022 $324K$387K−$63K$41K 990 PDF
FY2021 $434K$397K$36K$104K 990 PDF
FY2020 $279K$302K−$23K$68K 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 FY2025 990 (6 parts)
Part I · Summary $390,378 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $173,334$134,475
I-9 Program service revenuePrior year $153,088$175,785
I-10 Investment incomePrior year $296$298
I-11 Other revenuePrior year $111,712$79,820
I-12 Total revenuePrior year $438,430$390,378
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $119,978$130,792
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $251,664$221,500
I-18 Total expensesPrior year $371,642$352,292
I-19 Revenue less expensesPrior year $66,788$38,086
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-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $390,378 across 6 lines filed
VIII-1f All other contributions, gifts and grants$134,475
VIII-1h Total contributions, gifts and grants$134,475
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $175,785$175,785
VIII-3 Investment incomeExcluded from tax $298$298
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $476 · Unrelated business $79,344$79,820
VIII-12 Total revenueRelated to mission $176,261 · Unrelated business $79,344 · Excluded from tax $298$390,378
Part IX · Statement of functional expenses $352,292 across 12 lines filed
IX-5 Pay of current officers, directors and key staff$86,009
IX-7 Other salaries and wages$35,397
IX-10 Payroll taxes$9,386
IX-11g Other fees for services$848
IX-12 Advertising and promotion$1,406
IX-13 Office expenses$87,535
IX-14 Information technology$22,212
IX-16 Occupancy$14,811
IX-19 Conferences, conventions and meetings$62,277
IX-23 Insurance$2,666
IX-24 Other expenses (24a–d)$28,687
IX-24e All other expenses$1,058
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$352,292
Part X · Balance sheet $202,227 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $90,504$128,383
X-4 Accounts receivableStart of year $41,357$73,844
X-16 Total assetsStart of year $131,861$202,227
X-19 Deferred revenueStart of year $75,737$108,150
X-25 Other liabilitiesStart of year $701$568
X-26 Total liabilitiesStart of year $76,438$108,718
X-32 Total net assets or fund balancesStart of year $55,423$93,509
X-33 Total liabilities and net assetsStart of year $131,861$202,227
Part XI · Reconciliation of net assets $93,509 net assets at year end
XI-1 Total revenue$390,378
XI-2 Total expenses$352,292
XI-3 Revenue less expenses$38,086
XI-4 Net assets at start of year$55,423
XI-10 Net assets at end of year$93,509

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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