Naples Roundtable Inc.

990EZ • Fiscal year 2023 • EIN 47-5236637

Jan 01, 2023 to Dec 31, 2023 • Filed on May 31, 2024

Organization Profile THENAPLESROUNDTABLEINC.ORG

1626 Belle View Blvd 7215Alexandria, VA 22307

(202) 664-0926

Siviq Scores

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

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

25%

Higher net margin than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

13%

Faster asset growth than 67% of similar nonprofits.

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

33%

Faster revenue growth than 74% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets58th percentile

Assets

$381,474

Up $44,162 (+13%) from 2022

Net Assets

$381,474

Up $44,162 (+13%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin78th percentile

Revenue

$176,419

Up $43,548 (+33%) from 2022

Expenses

$132,257

Up $106,035 (+404%) from 2022

Net Income

Down

$44,162

Down $62,487 (-59%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

Highlighted filing

2023

Assets$381,474

Liabilities$0

Net Assets$381,474

Open 2023 Filing

Operations Trend

Revenue Growth74th percentile

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

Highlighted filing

2023

Revenue$176,419

Expenses$132,257

Net Income$44,162

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: May 31, 2024
Return Version: 2023v5.0
Gross Receipts: $176,419

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	$128,701

Compensation and Service Providers

Top Officer Pay78th percentile

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: 2024-05-31
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: 1,968. Description: accounting fees. Amount: 7,275. Description: mcle application. Amount: 75. Description: bank fees. Amount: 15. Description: shipping. Amount: 680. Description: information technology. Amount: 2,400. Description: conference materials, handouts and swag. Amount: 1,750. Description: registered agent, state commission and other company costs. Amount: 250. Description: travel for annual conference. Amount: 6,000. Description: paypal fees. Amount: 3,555. Description: other annual conference expenses. Amount: 98,289. Total to form 990-ez, line 16: 122,257.”

Raw XML Appendix154 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	337312
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	381474
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	50864
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	44162
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	10000
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	337312
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	381474
IRS990EZ/GrossReceiptsAmt	0	176419
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	337312
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	381474
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	337312
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	381474
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	122257
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	125555
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	128701
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	132257
IRS990EZ/TotalProgramServiceExpensesAmt	0	128701
IRS990EZ/TotalRevenueAmt	0	176419
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationTrustInd	0	X
IRS990EZ/WebsiteAddressTxt	0	THENAPLESROUNDTABLEINC.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt	0	45000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt	0	33000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	78000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	50864
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	37795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	88659
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	125555
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	95076
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	42895
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	92600
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	40068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	396194
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.83910
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	406853
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt	0	45000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt	0	33000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt	0	78000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	176419
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	132871
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	42895
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	92600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	40068
IRS990ScheduleA/Total509Grp/TotalAmt	0	484853
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	176419
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	132871
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	42895
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	92600
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	40068
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	484853
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: 1,968. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 7,275. DESCRIPTION: MCLE APPLICATION. AMOUNT: 75. DESCRIPTION: BANK FEES. AMOUNT: 15. DESCRIPTION: SHIPPING. AMOUNT: 680. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 2,400. DESCRIPTION: CONFERENCE MATERIALS, HANDOUTS AND SWAG. AMOUNT: 1,750. DESCRIPTION: REGISTERED AGENT, STATE COMMISSION AND OTHER COMPANY COSTS. AMOUNT: 250. DESCRIPTION: TRAVEL FOR ANNUAL CONFERENCE. AMOUNT: 6,000. DESCRIPTION: PAYPAL FEES. AMOUNT: 3,555. DESCRIPTION: OTHER ANNUAL CONFERENCE EXPENSES. AMOUNT: 98,289. TOTAL TO FORM 990-EZ, LINE 16: 122,257.
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	2024-05-31
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	2024-06-25T05:30:13-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	TERESA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	SUMMERS
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $381,474
Liabilities: $0
Net assets: $381,474
Revenue: $176,419
Expenses: $132,257
Net income: $44,162

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.50	$0.00	$4.50	$1.89	$1.20	$0.69
2023Detailed filing. Detailed filing data is available for this year.	$3.81	$0.00	$3.81	$1.76	$1.32	$0.44
2022Detailed filing. Detailed filing data is available for this year.	$3.37	$0.00	$3.37	$1.33	$0.26	$1.07
2021Detailed filing. Detailed filing data is available for this year.	$2.31	$0.00	$2.31	$0.43	$0.15	$0.28
2020Detailed filing. Detailed filing data is available for this year.	$2.03	$0.00	$2.03	$0.93	$0.84	$0.09
2019Detailed filing. Detailed filing data is available for this year.	$1.94	$0.00	$1.94	$0.40	$0.74	$0.34
2018Summary only. Only limited summary data is available for this year.	$2.29	$0.00		$1.99	$1.04	$0.94
2017Summary only. Only limited summary data is available for this year.	$1.34	$0.00	$1.34	$0.75	$0.55	$0.20
2016Summary only. Only limited summary data is available for this year.	$1.14	$0.00	$1.14	$1.19	$0.22	$0.98