Collier County Bar Association Inc
Nonprofit profile at a glance
- EIN
- 591539262
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Naples, FL, USA
- Phone
- 2392528711
- Rating confidence
- Limited
Reported finances
- Revenue
- $608,482
- Expenses
- $608,007
- Assets
- $452,254
- Liabilities
- $236,311
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
17 people listed
Executive titles in this filing
- CHRISTOPHER DONOVAN (IMMEDIATE PAST PRESIDENT)
- JAMIE SCHWINGHAMER (PRESIDENT ELECT)
- EDWARD LARSEN TILL 7124 (IMMEDIATE PAST PRESIDENT)
- RACHEL KERLEK TILL 7125 (PRESIDENT)
- LISA TERWILLIGER (EXECUTIVE DIRECTOR)
Highest reported compensation
- LISA TERWILLIGER (EXECUTIVE DIRECTOR): $138,850 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To advance the legal profession within collier county, Florida; to improve business conditions under which the attorneys of collier county practice; to promote improvements in the administration of justice and the courts within; continued on schedule ocollier county, Florida to promote the observance of legal ethics by attorneys and judges within collier county, Florida; to promote and encourage high standards of integrity, honor and courtesy in the legal profession; to promote and facilitate continuing legal education for its members; to promote and encourage the provision of legal and financial aid to the indigent within collier county, Florida; to promote a better understanding between the general public and the legal profession; and to carry out any other related or corresponding charitable purposes, including the distribution of its funds for such purposes.
What it reported doing in 2024
Lawyers referral service- this program provides a referral service to the community and for those members of the collier county bar association (ccba) who pay dues to be members of this program. The referred client pays the ccba a flat fee of $50 for each referral. The attorney is also required to pay 10% of the total fee generated from the referral. During the year over 7,800 referrals were made, of those approximately 2,000 clients were placed. Revenue to the program was generated as follows: dues $ 4,000fees $ 28,740commissions $ 49,702total revenues $ 82,442
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 92
- Accountability: 74
- Sustainability: 30
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 3 of 8 controls in place; rating input score 38
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 0.1%; rating input score 36; 36th percentile among comparable filings
- Total-asset coverage ratio: 0.74; rating input score 34; 34th percentile among comparable filings
- Liabilities to assets ratio: 0.52; rating input score 15; 15th percentile among comparable filings
- Officer compensation ratio: 22.8%; rating input score 12; 12th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 3.2% per year; rating input score 100; 32nd percentile among comparable filings
- Asset growth: 2.9% per year; rating input score 100; 29th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 12 of 12 board members independent · 3 of 8 filing controls reported
- Programs: 3 filed program accomplishments
- Leadership: top reported pay $139K · 17 people listed
- Consistency: 10 of 10 current checks pass
- Schedules: 5 filed schedules · includes major donors
- Filing history: 13 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Accountability: Governance controls: 4 of 7 not reported.
- Moderate — Sustainability: Operating margin scored 36/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 34/100.
- High — Sustainability: Officer compensation ratio scored 12/100.
- High — Sustainability: Liabilities to assets ratio scored 15/100.