Civic Intelligence

Arbor Pointe Foundation Inc.

990 • Fiscal year 2022 • EIN 46-4891076

Jan 01, 2022 to Dec 31, 2022 • Filed on Dec 06, 2023

Organization ProfileN/A
1000 Arbor Lake DrNaples, FL 34110

(239) 598-2929

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

5th percentile

-68%

Higher net margin than 5% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

36th percentile

-3.0%

Faster asset growth than 36% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2022

Revenue Growth

25th percentile

-12%

Faster revenue growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$745,737

Down $46,719 (-5.9%) from 2020

Net Assets

Down

$745,737

Down $46,719 (-5.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin5th percentile

Revenue

Down

$108,918

Down $31,498 (-22%) from 2020

Expenses

Up

$183,455

Up $163,712 (+829%) from 2020

Net Income

Down

-$74,537

Down $195,210 (-162%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2022

Assets$745,737
Liabilities$0
Net Assets$745,737
Open 2022 Filing

Operations Trend

Revenue Growth25th 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

2022

Revenue$108,918
Expenses$183,455
Net Income-$74,537
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Dec 6, 2023
Return Version
2022v5.0
Gross Receipts
$108,918
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$768,370$745,737▼ $22,633
Savings and Temporary Cash Investments$51,904--
Total Assets$820,274$745,737▼ $74,537
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$820,274$745,737▼ $74,537
Total Net Assets Fund Balance$820,274$745,737▼ $74,537
Total Liabilities and Net Assets / Fund Balance$820,274$745,737▼ $74,537
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Andrew MorrowPresident
Jennifer WhittenDirector
Pat MeadDirector
Paul KardonDirector
Renate ChevliDirector
Jean SimsSecretary
Carole ArmstrongTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$90,030
Program Service Revenue
$0
Investment Income
$18,888
Other Revenue
$0
All Other Contributions
$90,030
Change in Net Assets
$-74,537
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$101,367
Other Expenses$82,088
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$101,367--$101,367
Fees for Service Investment Mgmnt Fees-$75,539-$75,539
Fees for Services Management-$4,820-$4,820
Fees for Services Accounting-$1,300-$1,300
Office Expenses-$306-$306
Other Expenses-$123-$123
Total Functional Expenses$101,367$82,088$0$183,455
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The form 990 is reviewed by the president, executive director and board treasurer and finally by the executive committee who has been granted such authority by the board, prior to electronic filing.”

Conflict of interest policy compliance Part VI line 12C

“The names of the persons who disclosed or otherwise were found to have a financial interest in connection with an actual or possible conflict of interest, the nature of the financial interest, any action taken to determine whether a conflict of interest was present, and the boards or committees decision as to whether a conflict of interest in fact existed.”

CEO executive director top management comp Part VI line 15A

“Compensation includes direct and indirect remuneration as well as gifts or favors that are not insubstantial. No voting member of the board or any committee whose jurisdiction includes compensation matters and who receives compensation, directly or indirectly, from the corporation, either individually or collectively, is prohibited from providing information to any committee regarding compensation.”

Governing documents etc available to public Part VI line 19

“The organizations governing documents, conflict of interest policy, and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Arbor Pointe Foundation Inc
EIN
46-4891076
Address
1000 ARBOR LAKE DR, Naples, FL 34110

Signing Officer

Name
Carole Armstrong
Title
Treasurer
Phone
2395982929
Signed
2023-12-06
Discuss with paid preparer
No

Organization Details

Formed
2015
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Capital Care Group PLLC
Address
1016 Collier Center Way 205, Naples, FL 34110
Preparer
Brian Ellegard
Phone
2399921973
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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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2HARDSHIPS TO CHERYL GREGSON
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3HARDSHIPS TO DANIEL J KELLY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4HARDSHIPS TO GRACILIA JOLIBOIS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5HARDSHIPS TO JOANNE SOWER
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt7HARDSHIPS TO MANES MORICETTE
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt9SCHOLARSHIP TO MORGAN STACY FLORIDA GULF COAST UNIVERSITY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE PRESIDENT, EXECUTIVE DIRECTOR AND BOARD TREASURER AND FINALLY BY THE EXECUTIVE COMMITTEE WHO HAS BEEN GRANTED SUCH AUTHORITY BY THE BOARD, PRIOR TO ELECTRONIC FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARDS OR COMMITTEES DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION INCLUDES DIRECT AND INDIRECT REMUNERATION AS WELL AS GIFTS OR FAVORS THAT ARE NOT INSUBSTANTIAL. NO VOTING MEMBER OF THE BOARD OR ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE CORPORATION, EITHER INDIVIDUALLY OR COLLECTIVELY, IS PROHIBITED FROM PROVIDING INFORMATION TO ANY COMMITTEE REGARDING COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
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ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$745,737
Liabilities
$0
Net assets
$745,737
Revenue
$108,918
Expenses
$183,455
Net income
-$74,537
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
Peer Organizations

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