Civic Intelligence

Arbor Pointe Foundation Inc.

990 • Fiscal year 2023 • EIN 46-4891076

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 29, 2024

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

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

58th percentile

7.3%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

36th percentile

-1.2%

Faster revenue growth than 36% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$800,222

Up $54,485 (+7.3%) from 2022

Net Assets

Up

$800,222

Up $54,485 (+7.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin90th percentile

Revenue

Down

$107,576

Down $1,342 (-1.2%) from 2022

Expenses

Down

$53,091

Down $130,364 (-71%) from 2022

Net Income

Up

$54,485

Up $129,022 (+173%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2023

Assets$800,222
Liabilities$0
Net Assets$800,222
Open 2023 Filing

Operations Trend

Revenue Growth36th 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

2023

Revenue$107,576
Expenses$53,091
Net Income$54,485
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 29, 2024
Return Version
2023v5.1
Gross Receipts
$107,576
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$745,737$800,222▲ $54,485
Total Assets$745,737$800,222▲ $54,485
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$745,737$800,222▲ $54,485
Total Net Assets Fund Balance$745,737$800,222▲ $54,485
Total Liabilities and Net Assets / Fund Balance$745,737$800,222▲ $54,485
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Andrew MorrowPresident
Pat MeadVice President
Babs BrockDirector
Jennifer WhittenDirector
Paul KardonDirector
Rhona SaundersDirector
Carole ArmstrongTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$80,036
Program Service Revenue
$0
Investment Income
$27,540
Other Revenue
$0
All Other Contributions
$80,036
Change in Net Assets
$54,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$42,647
Other Expenses$7,519
Professional Fundraising Fees$2,925
Total Fundraising Expense$2,925
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$42,647--$42,647
Fees for Services Management-$4,702-$4,702
Fees for Services Professional Fundraising--$2,925$2,925
Office Expenses-$1,381-$1,381
Fees for Services Accounting-$1,375-$1,375
Other Expenses-$61-$61
Total Functional Expenses$42,647$7,519$2,925$53,091
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$2,925
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
2024-08-29
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/GrantTypeTxt3HARDSHIPS TO KIMBERLY F
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4HARDSHIPS TO ETHEL HUBBARD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5HARDSHIPS TO SONIA LOMBARDO
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6HARDSHIPS TO VIERGE H SIMON
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt9SCHOLARSHIP TO FLORIDA GULF COAST UNIVERSITY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt10SHOLARSHIP TO UCF
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt11SHOLARSHIP TO FLORIDA SOUTHWESTERN STATE COLLEGE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt12SCHOLARSHIP TO KIM FIGUEROA
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt13SCHOLARSHIP TO KENNETH M MONDE
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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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLE ARMSTRONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02395982929
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARBOR POINTE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ARBO
ReturnHeader/Filer/EIN0464891076
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 ARBOR LAKE DR
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Capital Care Group PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01016 Collier Center Way 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Naples
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ReturnHeader/PreparerPersonGrp/PhoneNum02399921973
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN ELLEGARD
ReturnHeader/ReturnTs02024-08-29T15:15:00-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$800,222
Liabilities
$0
Net assets
$800,222
Revenue
$107,576
Expenses
$53,091
Net income
$54,485
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $500k-$1M nonprofits