Civic Intelligence

Ron and Lisa Fenech Foundation Inc.

990PF • Fiscal year 2016 • EIN 20-1944647

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization Profile
16952 Cortile DriveNaples, FL 34110

(574) 536-0630

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

56th percentile

2.1%

Faster asset growth than 56% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

40th percentile

-1.7%

Faster revenue growth than 40% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,952,482

Up $60,973 (+2.1%) from 2015

Net Assets

Up

$2,952,482

Up $60,973 (+2.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin72nd percentile

Revenue

Down

$447,574

Down $7,840 (-1.7%) from 2015

Expenses

Up

$386,601

Up $17,349 (+4.7%) from 2015

Net Income

Down

$60,973

Down $25,189 (-29%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $2,267,939Liabilities 2010: $0Net Assets 2010: $2,267,9392010Assets 2011: $2,169,551Liabilities 2011: $0Net Assets 2011: $2,169,5512011Assets 2012: $2,300,664Liabilities 2012: $0Net Assets 2012: $2,300,6642012Assets 2013: $2,915,176Liabilities 2013: $0Net Assets 2013: $2,915,1762013Assets 2014: $2,803,486Liabilities 2014: $0Net Assets 2014: $2,803,4862014Assets 2015: $2,891,509Liabilities 2015: $0Net Assets 2015: $2,891,5092015Assets 2016: $2,952,482Liabilities 2016: $0Net Assets 2016: $2,952,4822016Assets 2017: $2,590,855Liabilities 2017: $0Net Assets 2017: $2,590,8552017Assets 2018: $2,341,493Liabilities 2018: $0Net Assets 2018: $2,341,4932018Assets 2019: $2,134,252Liabilities 2019: $0Net Assets 2019: $2,134,2522019Assets 2020: $3,141,643Liabilities 2020: $0Net Assets 2020: $3,141,6432020Assets 2021: $5,763,884Liabilities 2021: $0Net Assets 2021: $5,763,8842021Assets 2022: $4,758,530Liabilities 2022: $0Net Assets 2022: $4,758,5302022Assets 2023: $10,042,778Liabilities 2023: $12023Assets 2024: $9,429,988Liabilities 2024: $0Net Assets 2024: $9,429,9882024

Highlighted filing

2016

Assets$2,952,482
Liabilities$0
Net Assets$2,952,482
Open 2016 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $228,8012010Expenses 2011: $199,0862011Expenses 2012: $198,9792012Revenue 2013: $816,636Expenses 2013: $193,140Net Income 2013: $623,4962013Revenue 2014: $172,329Expenses 2014: $288,498Net Income 2014: -$116,1692014Revenue 2015: $455,414Expenses 2015: $369,252Net Income 2015: $86,1622015Revenue 2016: $447,574Expenses 2016: $386,601Net Income 2016: $60,9732016Revenue 2017: $165,167Expenses 2017: $526,794Net Income 2017: -$361,6272017Revenue 2018: $187,124Expenses 2018: $436,486Net Income 2018: -$249,3622018Revenue 2019: $158,195Expenses 2019: $365,436Net Income 2019: -$207,2412019Revenue 2020: $1,246,026Expenses 2020: $238,635Net Income 2020: $1,007,3912020Revenue 2021: $3,943,518Expenses 2021: $1,319,777Net Income 2021: $2,623,7412021Revenue 2022: -$80,432Expenses 2022: $917,649Net Income 2022: -$998,0812022Revenue 2023: $10,404,175Expenses 2023: $962,362Net Income 2023: $9,441,8132023Revenue 2024: $537,663Expenses 2024: $1,243,262Net Income 2024: -$705,5992024

Highlighted filing

2016

Revenue$447,574
Expenses$386,601
Net Income$60,973
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD J FENECHDirector-$0--
LISA R FENECHDirector-$0--
MICHAEL J FENECHDirector-$0--
TAYLOR R FENECHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ron & Lisa Fenech Foundation
EIN
20-1944647
Phone
5745360630
Address
16952 CORTILE DRIVE, NAPLES, FL 34110

Signing Officer

Name
Director
Title
Director
Phone
5745360630
Signed
2017-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
PO BOX 99, ELKHART, IN 46515-0099
Preparer
Erika Engler
Phone
5745220410
Raw XML AppendixShowing 400 of 732 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0COLUMBIA FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SPDR SER TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BOTTLING GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3COLUMBIA ACORN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4COLUMBIA FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5COLUMBIA FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6DTE ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ENTERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8FRANKLIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9GOLDMAN SACHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10GULF PWR CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ISHARES TR S&P GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12JPMORGAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13PEPSICO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14PUBLIC STORAGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15SPDR S&P MIDCAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16THOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17THORNBURG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172016-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182016-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0360741
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt060973
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02952482
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02891509
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02952482
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0166959
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0166959
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0166959
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0171212
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04253
IRS990PF/DistributableAmountGrp/TotalTaxAmt04253
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04253
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04253
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04253
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01053
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03200
IRS990PF/FMVAssetsEOYAmt03412263
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06000
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt030000
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt030000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01581015
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01737968
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02181631
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0142615
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0148280
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0159242
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02891509
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02952482
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0117562
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0108203
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0108222
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02891509
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02952482
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03412263
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02891509
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02952482
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02891509
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02952482
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01044317
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0928031
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0933168
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03476395
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0130893
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03186573
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt052146
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0158929
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0171212
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03424249
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03476395
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RONALD J FENECH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LISA R FENECH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHAEL J FENECH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3TAYLOR R FENECH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt016952 CORTILE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt116952 CORTILE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21603 PINE TOP TRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31227 FOX GLOVE CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MISHAWAKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MISHAWAKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd246545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd346545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0221778
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0226031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0332878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0233556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0144950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0164500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0169879
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.064767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.094724
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.065230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041964
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.069337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03424249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03514187
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03580525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03454134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03128429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02450064
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0348500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.323837
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0344247
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0348500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt04253
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0348500
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NOT APPLICABLE
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LISA FENECH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt016952 CORTILE DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NAPLES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05745360630

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,952,482
Liabilities
$0
Net assets
$2,952,482
Revenue
$447,574
Expenses
$386,601
Net income
$60,973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.43$0.00$9.43$0.54$1.24$0.71
2023Summary only. Only limited summary data is available for this year.$10.0$0.00$10.4$0.96$9.44
2022Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.08$0.92$1.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.00$5.76$3.94$1.32$2.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$1.25$0.24$1.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.00$2.13$0.16$0.37$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$0.19$0.44$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$0.17$0.53$0.36
2016Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.45$0.39$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.46$0.37$0.09
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.00$2.80$0.17$0.29$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.82$0.19$0.62
2012Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.20
2011Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.20
2010Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.23