Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Naples Roundtable Inc.
990EZ • Fiscal year 2022 • EIN 47-5236637
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
96th percentile
Higher net margin than 96% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
83rd percentile
Faster asset growth than 83% of similar nonprofits.
Revenue Growth
91st percentile
Faster revenue growth than 91% of similar nonprofits.
Balance Sheet
Assets
Up$337,312
Up $106,649 (+46%) from 2021
Net Assets
Up$337,312
Up $106,649 (+46%) from 2021
Liabilities
Flat$0
Flat from 2021
Revenue And Expenses
Revenue
Up$132,871
Up $89,976 (+210%) from 2021
Expenses
Up$26,222
Up $10,926 (+71%) from 2021
Net Income
Up$106,649
Up $79,050 (+286%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- Oct 27, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $132,871
Mission and Program Overview
Mission
Identification and exposition of substantive and procedural issues of patent law and practice.
Educational corporation engaged in the advanced study of domestic and international intellectual property law and policy in fostering the exchange of ideas, viewpoints and scholarly papers among leading jurists and practitioners in intellectual property field, and in organizing conferences and other special events for selected invitees.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| IDENTIFICATION AND EXPOSITION OF SUBSTANTIVE AND PROCEDURAL ISSUES OF PATENT LAW AND PRACTICE AT THE FEDERAL CIRCUIT, SUPREME COURT AND PATENT TRIAL AND APPEAL BOARD. | $0 | $25,039 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ANDREW S BALUCH | Co-President | PT | $0 | - | - |
| TERESA SUMMERS | Co-President/Treasurer | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- The Naples Roundtable Inc
- EIN
- 47-5236637
- Phone
- 2026640926
- Address
- 1626 BELLE VIEW BLVD 7215, ALEXANDRIA, VA 22307
Signing Officer
- Name
- Teresa Summers
- Title
- Co-president/treasurer
- Phone
- 2026640926
- Signed
- 2023-10-27
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Dembo Jones Pc
- Address
- 6116 EXECUTIVE BLVD SUITE 500, NORTH BETHESDA, MD 20852
- Preparer
- Walter C Pennington CPA
- Phone
- 3017705100
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: miscellaneous. Amount: 215. Description: accounting fees. Amount: 3,685. Description: va state bar. Amount: 150. Description: bank fees. Amount: 15. Description: shipping. Amount: 650. Description: webex. Amount: 252. Description: conference materials, handouts and swag. Amount: 2,490. Description: registered agent, state commission and other company costs. Amount: 241. Description: travel for annual conference. Amount: 1,341. Description: paypal fees. Amount: 1,183. Total to form 990-ez, line 16: 10,222.”
Raw XML Appendix149 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | TERESA SUMMERS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2026640926 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1626 BELLE VIEW BLVD 7215 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | ALEXANDRIA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | VA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 22307 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 230663 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 337312 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 37795 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 106649 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 16000 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 230663 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 337312 |
| IRS990EZ/GrossReceiptsAmt | 0 | 132871 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 230663 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 337312 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 230663 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 337312 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ANDREW S BALUCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | TERESA SUMMERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CO-PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | CO-PRESIDENT/TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 10222 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EDUCATIONAL CORPORATION ENGAGED IN THE ADVANCED STUDY OF DOMESTIC AND INTERNATIONAL INTELLECTUAL PROPERTY LAW AND POLICY IN FOSTERING THE EXCHANGE OF IDEAS, VIEWPOINTS AND SCHOLARLY PAPERS AMONG LEADING JURISTS AND PRACTITIONERS IN INTELLECTUAL PROPERTY FIELD, AND IN ORGANIZING CONFERENCES AND OTHER SPECIAL EVENTS FOR SELECTED INVITEES. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 95076 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | IDENTIFICATION AND EXPOSITION OF SUBSTANTIVE AND PROCEDURAL ISSUES OF PATENT LAW AND PRACTICE AT THE FEDERAL CIRCUIT, SUPREME COURT AND PATENT TRIAL AND APPEAL BOARD. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 25039 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 26222 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 25039 |
| IRS990EZ/TotalRevenueAmt | 0 | 132871 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | THENAPLESROUNDTABLEINC.ORG |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 37795 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 37795 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 95076 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 42895 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 92600 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 40068 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 228521 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 499160 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 536955 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 132871 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 42895 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 92600 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 40068 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 228521 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 536955 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 132871 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 42895 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 92600 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 40068 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 228521 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 536955 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: MISCELLANEOUS. AMOUNT: 215. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 3,685. DESCRIPTION: VA STATE BAR. AMOUNT: 150. DESCRIPTION: BANK FEES. AMOUNT: 15. DESCRIPTION: SHIPPING. AMOUNT: 650. DESCRIPTION: WEBEX. AMOUNT: 252. DESCRIPTION: CONFERENCE MATERIALS, HANDOUTS AND SWAG. AMOUNT: 2,490. DESCRIPTION: REGISTERED AGENT, STATE COMMISSION AND OTHER COMPANY COSTS. AMOUNT: 241. DESCRIPTION: TRAVEL FOR ANNUAL CONFERENCE. AMOUNT: 1,341. DESCRIPTION: PAYPAL FEES. AMOUNT: 1,183. TOTAL TO FORM 990-EZ, LINE 16: 10,222. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TERESA SUMMERS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CO-PRESIDENT/TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2026640926 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-10-27 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE NAPLES ROUNDTABLE INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NAPL |
| ReturnHeader/Filer/EIN | 0 | 475236637 |
| ReturnHeader/Filer/PhoneNum | 0 | 2026640926 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1626 BELLE VIEW BLVD 7215 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ALEXANDRIA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 22307 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 521073331 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | DEMBO JONES PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 6116 EXECUTIVE BLVD SUITE 500 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | NORTH BETHESDA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 20852 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3017705100 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | WALTER C PENNINGTON CPA |
| ReturnHeader/ReturnTs | 0 | 2023-11-03T10:47:54-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | TERESA |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | SUMMERS |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $337,312
- Liabilities
- $0
- Net assets
- $337,312
- Revenue
- $132,871
- Expenses
- $26,222
- Net income
- $106,649