Civic Intelligence

Arbor Pointe Foundation Inc.

990EZ • Fiscal year 2017 • EIN 46-4891076

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 27, 2018

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

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

96th percentile

72%

Higher net margin than 96% 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

89th percentile

82%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

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

Assets

Up

$114,524

Up $51,536 (+82%) from 2016

Net Assets

Up

$114,524

Up $51,536 (+82%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$71,331

Up $17,749 (+33%) from 2016

Expenses

Up

$19,795

Up $6,251 (+46%) from 2016

Net Income

Up

$51,536

Up $11,498 (+29%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$114,524
Liabilities$0
Net Assets$114,524

Operations Trend

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

2017

Revenue$71,331
Expenses$19,795
Net Income$51,536
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 27, 2018
Return Version
2017v2.3
Gross Receipts
$71,331
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$15,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EUGENE SMITHPresident-$0--
ANDREW MORROWTreasurer-$0--
MARTHA JOHNSONSecretary-$0--
MARY COULSONDirector-$0--
MARTIN KREBSDirector-$0--
PAUL KARDONDirector-$0--
ELIZABETH BERGENHEIMDirector-$0--
JACQUELINE FREESEDirector-$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
2018-08-27
Discuss with paid preparer
Yes

Preparer

Firm
Rehmann Robson LLC
Address
9420 BONITA BEACH RD STE 200, BONITA SPRINGS, FL 34135
Preparer
Scott D Hennells CPA
Phone
2399926211
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 575.

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

Description: licences & fees. Amount: 61. Description: scholarships. Amount: 15,000. Total to form 990-ez, line 16: 15,061.

Raw XML Appendix182 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/TitleTxt4DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 575.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LICENCES & FEES. AMOUNT: 61. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 15,000. TOTAL TO FORM 990-EZ, LINE 16: 15,061.
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EUGENE A SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02395983490
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-27
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ReturnHeader/Filer/PhoneNum02395983490
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ReturnHeader/FilingSecurityInformation/IPTm014:54:57
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT D HENNELLS CPA
ReturnHeader/ReturnTs02018-09-10T08:06:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings