Civic Intelligence

Arbor Pointe Foundation Inc.

990EZ • Fiscal year 2016 • EIN 46-4891076

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 13, 2017

Organization ProfileN/A
1000 Arbor Lake DriveNaples, FL 34110

(239) 598-3490

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

95th percentile

174%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

133%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$62,988

Up $40,038 (+174%) from 2015

Net Assets

Up

$62,988

Up $40,038 (+174%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin96th percentile

Revenue

Up

$53,582

Up $30,632 (+133%) from 2015

Expenses

Up

$13,544

Up $13,544 from 2015

Net Income

Up

$40,038

Up $17,088 (+74%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$1.0M$500K$0Assets 2015: $22,950Liabilities 2015: $0Net Assets 2015: $22,9502015Assets 2016: $62,988Liabilities 2016: $0Net Assets 2016: $62,9882016Assets 2017: $114,524Liabilities 2017: $0Net Assets 2017: $114,5242017Assets 2018: $127,024Liabilities 2018: $0Net Assets 2018: $127,0242018Assets 2019: $671,783Liabilities 2019: $0Net Assets 2019: $671,7832019Assets 2020: $792,456Liabilities 2020: $0Net Assets 2020: $792,4562020Assets 2022: $745,737Liabilities 2022: $0Net Assets 2022: $745,7372022Assets 2023: $800,222Liabilities 2023: $0Net Assets 2023: $800,2222023Assets 2024: $846,695Liabilities 2024: $0Net Assets 2024: $846,6952024

Highlighted filing

2016

Assets$62,988
Liabilities$0
Net Assets$62,988
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $22,950Expenses 2015: $0Net Income 2015: $22,9502015Revenue 2016: $53,582Expenses 2016: $13,544Net Income 2016: $40,0382016Revenue 2017: $71,331Expenses 2017: $19,795Net Income 2017: $51,5362017Revenue 2018: $67,188Expenses 2018: $54,688Net Income 2018: $12,5002018Revenue 2019: $569,354Expenses 2019: $21,210Net Income 2019: $548,1442019Revenue 2020: $140,416Expenses 2020: $19,743Net Income 2020: $120,6732020Revenue 2022: $108,918Expenses 2022: $183,455Net Income 2022: -$74,5372022Revenue 2023: $107,576Expenses 2023: $53,091Net Income 2023: $54,4852023Revenue 2024: $96,783Expenses 2024: $50,310Net Income 2024: $46,4732024

Highlighted filing

2016

Revenue$53,582
Expenses$13,544
Net Income$40,038
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 13, 2017
Return Version
2016v3.0
Gross Receipts
$53,582
Mission and Program Overview

Mission

To improve the quality of life for arbor pointe employees by providing assistance with education expenses and financial hardship situations.

Program Services

DescriptionGrantsExpenses
FUNDRAISING FOR SCHOLARSHIP FUNDS.$0$10,000
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
EUGENE SMITHPresident-$0--
ANDREW MORROWTreasurer-$0--
MARTHA JOHNSONSecretary-$0--
MARY COULSONDirector-$0--
ROBERT KNAPPDirector-$0--
MARTIN KREBSDirector-$0--
PAUL KARDONDirector-$0--
ARTHUR FETTERSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Arbor Pointe Foundation Inc
EIN
46-4891076
Phone
2395983490
Address
1000 ARBOR LAKE DRIVE, NAPLES, FL 34110

Signing Officer

Name
Eugene a Smith
Title
President
Phone
2395983490
Signed
2017-03-13
Discuss with paid preparer
Yes

Preparer

Firm
Wiebel Hennells & Carufe Pllc
Address
9420 BONITA BEACH RD STE 200, BONITA SPRINGS, FL 34135
Preparer
Scott Hennells CPA
Phone
2399926211
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest income. Amount: 204.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: licences & fees. Amount: 61. Description: scholarships. Amount: 10,000. Total to form 990-ez, line 16: 10,061.”

Raw XML Appendix183 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EUGENE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREW MORROW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARTHA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY COULSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT KNAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARTIN KREBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAUL KARDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ARTHUR FETTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt010061
IRS990EZ/OtherRevenueTotalAmt0204
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO IMPROVE THE QUALITY OF LIFE FOR ARBOR POINTE EMPLOYEES BY PROVIDING ASSISTANCE WITH EDUCATION EXPENSES AND FINANCIAL HARDSHIP SITUATIONS.
IRS990EZ/PrintingPublicationsPostageAmt01803
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010000
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt010000
IRS990EZ/TotalRevenueAmt053582
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt053378
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt076328
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt076532
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 204.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LICENCES & FEES. AMOUNT: 61. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 10,000. TOTAL TO FORM 990-EZ, LINE 16: 10,061.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EUGENE A SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02395983490
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARBOR POINTE FOUNDATION INC
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ReturnHeader/Filer/EIN0464891076
ReturnHeader/Filer/PhoneNum02395983490
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ReturnHeader/FilingSecurityInformation/IPTm016:25:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650116709
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIEBEL HENNELLS & CARUFE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09420 BONITA BEACH RD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BONITA SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034135
ReturnHeader/PreparerPersonGrp/PhoneNum02399926211
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT HENNELLS CPA
ReturnHeader/ReturnTs02017-03-25T09:17:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$62,988
Liabilities
$0
Net assets
$62,988
Revenue
$53,582
Expenses
$13,544
Net income
$40,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.47$0.00$8.47$0.97$0.50$0.46
2023Detailed filing. Detailed filing data is available for this year.$8.00$0.00$8.00$1.08$0.53$0.54
2022Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$1.09$1.83$0.75
2020Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$1.40$0.20$1.21
2019Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$5.69$0.21$5.48
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.67$0.55$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.71$0.20$0.52
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.54$0.14$0.40
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.23$0.00$0.23