Civic Intelligence

Naples St. Patrick Foundation Inc.

990EZ • Fiscal year 2017 • EIN 27-2630768

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 15, 2017

Organization ProfileN/A
300 5th Ave S Suite 101Naples, FL 34102

(239) 777-3988

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

58th percentile

7.1%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

56th percentile

6.0%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-10%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$48,816

Up $2,755 (+6.0%) from 2016

Net Assets

Up

$48,816

Up $2,755 (+6.0%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

Down

$38,730

Down $4,403 (-10%) from 2016

Expenses

Down

$35,975

Down $4,875 (-12%) from 2016

Net Income

Up

$2,755

Up $472 (+21%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$80K$60K$40K$20K$0Assets 2015: $43,778Liabilities 2015: $0Net Assets 2015: $43,7782015Assets 2016: $46,061Liabilities 2016: $0Net Assets 2016: $46,0612016Assets 2017: $48,816Net Assets 2017: $48,8162017Assets 2018: $52,886Liabilities 2018: $0Net Assets 2018: $52,8862018Assets 2019: $64,141Liabilities 2019: $0Net Assets 2019: $64,1412019Assets 2020: $49,021Liabilities 2020: $0Net Assets 2020: $49,0212020Assets 2021: $50,760Liabilities 2021: $0Net Assets 2021: $50,7602021Assets 2023: $44,336Liabilities 2023: $0Net Assets 2023: $44,3362023Assets 2025: $75,213Liabilities 2025: $0Net Assets 2025: $75,2132025

Highlighted filing

2017

Assets$48,816
Liabilities-
Net Assets$48,816
Open 2017 Filing

Operations Trend

Revenue Growth33rd percentile

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

$100K$50K$0-$50KRevenue 2015: $5,505Expenses 2015: $6,734Net Income 2015: -$1,2292015Revenue 2016: $43,133Expenses 2016: $40,850Net Income 2016: $2,2832016Revenue 2017: $38,730Expenses 2017: $35,975Net Income 2017: $2,7552017Revenue 2018: $52,300Expenses 2018: $48,231Net Income 2018: $4,0692018Revenue 2019: $33,983Expenses 2019: $22,727Net Income 2019: $11,2562019Revenue 2020: $5,609Expenses 2020: $20,729Net Income 2020: -$15,1202020Revenue 2021: $10,188Expenses 2021: $8,449Net Income 2021: $1,7392021Revenue 2023: $11,676Expenses 2023: $41,648Net Income 2023: -$29,9722023Revenue 2025: $19,544Expenses 2025: $27,414Net Income 2025: -$7,8702025

Highlighted filing

2017

Revenue$38,730
Expenses$35,975
Net Income$2,755
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 15, 2017
Return Version
2016v3.0
Gross Receipts
$38,730
Mission and Program Overview

Mission

Support irish culture and scholarships

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS PROVIDED TO LOCAL HIGH SCHOOL STUDENTS-$22,842
PROVIDE FINANCIAL SUPPORT TO THE ST PATRICKS DAY PARADE-$8,993
OTHER IRISH CULTURE ACTIVITES-$4,140
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM HEASLIPPresident-$0--
JANET SHEEHANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Naples St Patrick Foundation Inc
EIN
27-2630768
Phone
2397773988
Address
300 5TH AVE S SUITE 101, NAPLES, FL 34102

Signing Officer

Name
Kim Heaslip
Title
President
Phone
2397773988
Signed
2017-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Family Wealth Tax Advisory LLC
Address
9115 CORSEA DEL FONTANA WAY STE 100, NAPLES, FL 34109-4429
Preparer
Maria Hayes
Phone
2393163250
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 40 office 1,466 information technology 80 conferences/meetings 773 parade expenses 8,993 scholarships 22,842 total 34,194”

Form 990-ez, Part III, Line 31

“Other irish culture activites”

Raw XML Appendix121 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KIM HEASLIP
IRS990EZ/BooksInCareOfDetail/PhoneNum02397773988
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 5TH AVE S SUITE 101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034102
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046061
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048816
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016836
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02755
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046061
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048816
IRS990EZ/GrossReceiptsAmt038730
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046061
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048816
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046061
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048816
IRS990EZ/OccupancyRentUtltsAndMaintAmt0540
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM HEASLIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANET SHEEHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034194
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT IRISH CULTURE AND SCHOLARSHIPS
IRS990EZ/PrintingPublicationsPostageAmt01241
IRS990EZ/ProgramServiceRevenueAmt021894
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FINANCIAL SUPPORT TO THE ST PATRICKS DAY PARADE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS PROVIDED TO LOCAL HIGH SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER IRISH CULTURE ACTIVITES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08993
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122842
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24140
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035975
IRS990EZ/TotalProgramServiceExpensesAmt035975
IRS990EZ/TotalRevenueAmt038730
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt038730
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt063958
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt063700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt070670
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt051800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0288858
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt021894
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0288858
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt038730
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt063958
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt063700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt070670
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt051800
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0288858
IRS990ScheduleA/TotalSupportAmt0288858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 40 OFFICE 1,466 INFORMATION TECHNOLOGY 80 CONFERENCES/MEETINGS 773 PARADE EXPENSES 8,993 SCHOLARSHIPS 22,842 TOTAL 34,194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER IRISH CULTURE ACTIVITES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM HEASLIP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02397773988
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAPLES ST PATRICK FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0NAPL
ReturnHeader/Filer/EIN0272630768
ReturnHeader/Filer/PhoneNum02397773988
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 5TH AVE S SUITE 101
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034102
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07F96481C5B530990C7F638757D70C235DB316E18
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DBEADA8E4E9D2995A816ADE270059363E00FB124
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320498463
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FAMILY WEALTH TAX ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09115 CORSEA DEL FONTANA WAY STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0341094429
ReturnHeader/PreparerPersonGrp/PhoneNum02393163250
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIA HAYES
ReturnHeader/ReturnTs02017-10-26T16:55:49-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,816
Liabilities
-
Net assets
$48,816
Revenue
$38,730
Expenses
$35,975
Net income
$2,755
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$75.2$0.00$75.2$19.5$27.4$7.87
2023Detailed filing. Detailed filing data is available for this year.$44.3$0.00$44.3$11.7$41.6$30.0
2021Detailed filing. Detailed filing data is available for this year.$50.8$0.00$50.8$10.2$8.45$1.74
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.0$0.00$49.0$5.61$20.7$15.1
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.1$0.00$64.1$34.0$22.7$11.3
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.9$0.00$52.9$52.3$48.2$4.07
2017Detailed filing. Detailed filing data is available for this year.$48.8$48.8$38.7$36.0$2.76
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.1$0.00$46.1$43.1$40.9$2.28
2015Detailed filing. Detailed filing data is available for this year.$43.8$0.00$43.8$5.51$6.73$1.23