Nonprofit · EIN 65-0432968
LEE GUARDIANSHIP SERVICES INC
Tax-exempt · FORT MYERS, FL 33901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $363,434 | $276,098 | $87,336 | $2,084,861 | $0 | $2,084,861 |
| December 31, 2024 | 990 | $386,378 | $214,350 | $172,028 | $1,841,101 | $0 | $1,841,101 |
| December 31, 2023 | 990 | $333,740 | $305,323 | $28,417 | $1,530,173 | $0 | $1,530,173 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $25,915
- Program service revenue
- $235,564
- Investment income
- $101,955
- Net gain from sales of assets
- $65,278
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $108,763
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $142,876
- Accounting fees
- $5,025
- Program services (functional)
- $276,098
Balance sheet and other
- Total assets, start of year
- $1,841,101
- Total assets, end of year
- $2,084,861
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,084,861
- Publicly traded securities
- $1,694,266
- Gross receipts
- $717,407
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2004
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LANCE M MCKINNEY | PRESIDENT Trustee or director, Officer | 1 | $0 |
| WESS M JACOBS | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| HEIDI M BROWN | TREASURER Trustee or director, Officer | 1 | $0 |
| DEBRA J AIKENS | SECRETARY Officer | 1 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LANCE M MCKINNEY | PRESIDENT Trustee or director, Officer | 1 | $0 |
| LANCE M MCKINNEY | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| HEIDI M BROWN | TREASURER Trustee or director, Officer | 1 | $0 |
| DEBRA J AIKENS | SECRETARY Officer | 1 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LANCE M MCKINNEY | PRESIDENT Trustee or director, Officer | 1 | $0 |
| PHILIP V HOWARD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| HEIDI M BROWN | TREASURER Trustee or director, Officer | 1 | $0 |
| DEBRA J AIKENS | SECRETARY Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3783 SEAGO LN, FORT MYERS, FL 33901-8113
- In care of
- % OSTERHOUT & MCKINNEY PA
- Principal officer (990 for 2025)
- LANCE M MCKINNEY, 3783 SEAGO LANE, FORT MYERS, FL 33901
- Signed the 990
- LANCE M MCKINNEY, PRESIDENT
- Phone
- (239) 791-0900
- Website
- LGSPOOLEDTRUST.COM
- Return prepared by
- BOLHAN CPAS
Mission
TRUST AND FIDUCIARY SERVICES FOR THE BENEFIT OF INDIGENT ELDERS, MENTALLY ILL AND DISABLED INDIVIDUALS.
Program accomplishments
- TRUST AND FIDUCIARY ADMINISTRATION FOR THE BENEFIT OF INDIGENT ELDERS, MENTALLY ILL AND DEVELOPMENTALLY DISABLED INDIVIDUALS NEEDING GUARDIANSHIP SERVICES.Expenses $257,335 · grants $90,000 · revenue $337,519
- GUARDIANSHIP SERVICES FOR THE BENEFIT OF INDIGENT ELDERS, MENTALLY ILL AND DEVELOPMENTALLY DISABLED INDIVIDUALS.Expenses $18,763 · grants $18,763
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 65-0432968
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,084,861
- Income (IRS master file)
- $717,407
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $363,434 | $276,098 | $2,084,861 | IRS |
| 990 | December 2024 | $386,378 | $214,350 | $1,841,101 | XML |
| 990 | December 2023 | $333,740 | $305,323 | $1,530,173 | XML |
| 990 | December 2022 | $195,161 | $277,238 | $1,325,123 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 65-0432968).
Questions about LEE GUARDIANSHIP SERVICES INC
- What is the EIN of LEE GUARDIANSHIP SERVICES INC?
- The employer identification number (EIN) of LEE GUARDIANSHIP SERVICES INC is 65-0432968.
- Is LEE GUARDIANSHIP SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to LEE GUARDIANSHIP SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEE GUARDIANSHIP SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEE GUARDIANSHIP SERVICES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEE GUARDIANSHIP SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of LEE GUARDIANSHIP SERVICES INC?
- The 990 for the year ended December 31, 2025 names LANCE M MCKINNEY.
- Who are the officers and directors of LEE GUARDIANSHIP SERVICES INC?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does LEE GUARDIANSHIP SERVICES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $363,434, expenses of $276,098 and total assets of $2,084,861 at year end.
Other nonprofits in FORT MYERS
- LEE HEALTH SYSTEM INC EIN 99-2646504 · last filed 990 for 2025
- LEESAR INC EIN 26-3818222 · last filed 990 for 2025
- CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION INC EIN 59-1166437 · last filed 990 for 2025
- FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA INC EIN 59-1741273 · last filed 990 for 2025
- HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA INC EIN 59-2332120 · last filed 990 for 2025
- CYPRESS COVE AT HEALTHPARK FLORIDA INC EIN 65-0610085 · last filed 990 for 2025
- THE EARLY LEARNING COALITION OF SOUTHWEST FLORIDA INC EIN 65-1144775 · last filed 990 for 2025
- GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA INC EIN 59-6196141 · last filed 990 for 2024