Nonprofit · EIN 81-5029751
LEE COUNTY BAR ASSOCIATION FOUNDATION INC
Tax-exempt · FORT MYERS, FL 33901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $58,072 | $54,407 | $3,665 | $87,938 | $0 | $87,938 |
| December 31, 2024 | 990 | $53,228 | $95,431 | -$42,203 | $84,273 | $0 | $84,273 |
| December 31, 2023 | 990 | $94,978 | $46,971 | $48,007 | $126,476 | $0 | $126,476 |
| December 31, 2022 | 990 | $80,213 | $65,464 | $14,749 | $78,469 | $0 | $78,469 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $20,153
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- $37,919
- Other revenue
- $37,919
Expenses
- Grants and similar amounts paid
- $51,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $750
- Program services (functional)
- $51,000
Balance sheet and other
- Total assets, start of year
- $84,273
- Total assets, end of year
- $87,938
- Total liabilities, end of year
- $0
- Net assets, end of year
- $87,938
- Net assets without donor restrictions
- $87,938
- Gross receipts
- $74,758
- Employees
- 0
- Year formed
- 2016
- 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 |
|---|---|---|---|
| RYAN DOWNEY | PRESIDENT Trustee or director, Officer | 1 | $0 |
| LANCE DUNFORD | SECRETARY DIRECTOR Trustee or director, Officer | 1 | $0 |
| DAVID SEITZ | TREASURER Trustee or director, Officer | 1 | $0 |
| ASMA ANWAR | VP Trustee or director, Officer | 1 | $0 |
| CASEY GARTLAND | DIRECTOR Trustee or director | 1 | $0 |
| BRENDEN SHEARMAN | DIRECTOR Trustee or director | 1 | $0 |
| RAYCHEL THOMAS | DIRECTOR Trustee or director | 1 | $0 |
| GARY RHODES | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RYAN DOWNEY | PRESIDENT Trustee or director, Officer | 1 | $0 |
| VANESSA FERNANDEZ | SECRETARY DIRECTOR Trustee or director, Officer | 1 | $0 |
| DAVID SEITZ | TREASURER Trustee or director, Officer | 1 | $0 |
| MATTHEW BRUST | DIRECTOR Trustee or director | 1 | $0 |
| IMAN ZEKRI | DIRECTOR Trustee or director | 1 | $0 |
| ASMA ANWAR | DIRECTOR Trustee or director | 1 | $0 |
| LANCE DUNFORD | DIRECTOR Trustee or director | 1 | $0 |
| KATHERINE CAMADECO | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN WEBB | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SARAH SPECTOR | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| DAVID SEITZ | TREASURER Trustee or director, Officer | 1 | $0 |
| SHANNON PUOPOLO | DIRECTOR Trustee or director | 1 | $0 |
| CHENE THOMPSON | DIRECTOR Trustee or director | 1 | $0 |
| EVIANA MARTIN | DIRECTOR Trustee or director | 1 | $0 |
| VANESSA FERNANDEZ | DIRECTOR Trustee or director | 1 | $0 |
| PETER KNIZE | DIRECTOR Trustee or director | 1 | $0 |
| CASEY GARTLAND | DIRECTOR Trustee or director | 1 | $0 |
| RYAN DOWNEY | DIRECTOR Trustee or director | 1 | $0 |
| MATTHEW BRUST | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2022: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANNON PUOPOLO | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOHN WEBB | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| DAVID SEITZ | TREASURER Trustee or director, Officer | 1 | $0 |
| EVIANA MARTIN | DIRECTOR Trustee or director | 1 | $0 |
| KRISTALYN LOSON | DIRECTOR Trustee or director | 1 | $0 |
| CHENE THOMPSON | DIRECTOR Trustee or director | 1 | $0 |
| VANESSA FERNANDEZ | DIRECTOR Trustee or director | 1 | $0 |
| SARAH SPECTOR | DIRECTOR Trustee or director | 1 | $0 |
| KATHERINE CAMADECO | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2077 FIRST ST STE 207, FORT MYERS, FL 33901-3087
- In care of
- % BEVERLY GRADY
- Mailing address (990-N for 2017)
- 2077 First Street Unit 207, Fort Myers FL 33901
- Principal officer (990 for 2025)
- DAVID SEITZ, 2077 FIRST STREET 207, FORT MYERS, FL 33901
- Principal officer (990-N for 2017)
- Scott Atwood, 2077 First Street Unit 207, Fort Myers FL 33901
- Signed the 990
- DAVID SEITZ, TREASURER
- Phone
- (239) 822-0440
- Return prepared by
- THE SPIRES GROUP PA
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 accomplishments
- ALLIANCE FOR THE ARTSExpenses $500 · grants $500
- ALVIN A DUBINExpenses $1,000 · grants $1,000
- BEST BUDDIESExpenses $2,000 · grants $2,000
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
- 81-5029751
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $87,938
- Income (IRS master file)
- $74,758
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $58,072 | $54,407 | $87,938 | IRS |
| 990 | December 2024 | $53,228 | $95,431 | $84,273 | XML |
| 990 | December 2023 | $94,978 | $46,971 | $126,476 | XML |
| 990 | December 2022 | $80,213 | $65,464 | $78,469 | XML |
| 990 | December 2021 | $68,124 | $69,189 | $63,720 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2017 Officer: Scott Atwood | December 31, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
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 81-5029751).
Questions about LEE COUNTY BAR ASSOCIATION FOUNDATION INC
- What is the EIN of LEE COUNTY BAR ASSOCIATION FOUNDATION INC?
- The employer identification number (EIN) of LEE COUNTY BAR ASSOCIATION FOUNDATION INC is 81-5029751.
- Is LEE COUNTY BAR ASSOCIATION FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to LEE COUNTY BAR ASSOCIATION FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEE COUNTY BAR ASSOCIATION FOUNDATION 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 COUNTY BAR ASSOCIATION FOUNDATION 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 COUNTY BAR ASSOCIATION FOUNDATION 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 COUNTY BAR ASSOCIATION FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names DAVID SEITZ.
- Who are the officers and directors of LEE COUNTY BAR ASSOCIATION FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does LEE COUNTY BAR ASSOCIATION FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $58,072, expenses of $54,407 and total assets of $87,938 at year end.
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