Civic Intelligence

Coconut River Estates CIVIC Association Inc

990EZ • Fiscal year 2023 • EIN 59-2013579

Feb 01, 2022 to Jan 31, 2023 • Filed on Nov 02, 2023

2190 Clipper WayNaples, FL 34104

(816) 589-5729

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.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

61st percentile

11%

Faster revenue growth than 61% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$143,369

Up $14,216 (+11%) from 2022

Net Assets

Up

$143,369

Up $14,216 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$83,361

Up $8,135 (+11%) from 2022

Expenses

Up

$69,144

Up $30,703 (+80%) from 2022

Net Income

Down

$14,217

Down $22,568 (-61%) from 2022

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2019: $63,658Liabilities 2019: $02019Assets 2020: $72,091Liabilities 2020: $02020Assets 2021: $92,369Liabilities 2021: $0Net Assets 2021: $92,3692021Assets 2022: $129,153Liabilities 2022: $0Net Assets 2022: $129,1532022Assets 2023: $143,369Liabilities 2023: $0Net Assets 2023: $143,3692023Assets 2024: $151,612Net Assets 2024: $151,6122024Assets 2025: $187,289Net Assets 2025: $187,2892025

Highlighted filing

2023

Assets$143,369
Liabilities$0
Net Assets$143,369

Operations Trend

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

$150K$100K$50K$0Revenue 2019: $53,982Expenses 2019: $24,926Net Income 2019: $29,0562019Revenue 2020: $60,029Expenses 2020: $51,596Net Income 2020: $8,4332020Revenue 2021: $64,188Expenses 2021: $44,380Net Income 2021: $19,8082021Revenue 2022: $75,226Expenses 2022: $38,441Net Income 2022: $36,7852022Revenue 2023: $83,361Expenses 2023: $69,144Net Income 2023: $14,2172023Revenue 2024: $94,264Expenses 2024: $86,021Net Income 2024: $8,2432024Revenue 2025: $105,752Expenses 2025: $70,074Net Income 2025: $35,6782025

Highlighted filing

2023

Revenue$83,361
Expenses$69,144
Net Income$14,217
Jump To
Filing Snapshot
Filing Period
Feb 1, 2022 to Jan 31, 2023
Signed
Nov 2, 2023
Return Version
2022v5.0
Gross Receipts
$83,361
Mission and Program Overview

Mission

The purpose of this association is to promote and advance the principles of civic betterment by: a) providing the means for meeting and dealing with problems peculiar to the community b) providing the vehicle for the advancement of all common interests to the community, including the maintenance and preservation of common areas of the community c) instilling a pride in the community by upholding a high standard of civic duty and obligation among its members d) providing a vehicle for expressing desires and opinions to elected and appointed government officials e) promoting awareness to all residents of the community of existing deed restrictions, imposed by the developer to safeguard the quality of life in the community

Program Services

DescriptionGrantsExpenses
SPECIAL EVENTS-$5,611
MEMBERSHIP FEES--
STORAGE REVENUE--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN MCDANIELPresident-$0--
THOMAS HARMONTreasurer-$0--
SUSAN GOLDENSecretary-$0--
TIM GILLETTEProperties O-$0--
JOSH SICARDHistorian-$0--
TANYA ROBINSONActivities O-$0--
LISA MORTONMembership O-$0--
Filing and Contact Details

Filer

Filer Name
Coconut River Estates Civic
EIN
59-2013579
Phone
8165895729
Address
2190 CLIPPER WAY, NAPLES, FL 34104

Signing Officer

Name
Thomas Harmon
Title
Treasurer
Phone
2395967000
Signed
2023-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Gerstle Rosen & Goldenberg Pa
Address
3440 HOLLYWOOD BLVD STE 100, HOLLYWOOD, FL 33021
Preparer
Mark Gerstle
Phone
3059370116
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance 4,983 janitorial 932 landscaping 3,930 locksmith 774 office & postage 349 permit/tax/filing 1,937 pool maintenance & repair 31,430 repairs 12,088 special event expenses 5,611 utilities-comcast 733 utilities-electricity 4,791 utilities-waste 239 utilities-water 1,347 total 69,144

Form 990-ez, Part III

The purpose of this association is to promote and advance the principles of civic betterment by: a) providing the means for meeting and dealing with problems peculiar to the community b) providing the vehicle for the advancement of all common interests to the community, including the maintenance and preservation of common areas of the community c) instilling a pride in the community by upholding a high standard of civic duty and obligation among its members d) providing a vehicle for expressing desires and opinions to elected and appointed government officials e) promoting awareness to all residents of the community of existing deed restrictions, imposed by the developer to safeguard the quality of life in the community

Raw XML Appendix117 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THOMAS HARMON
IRS990EZ/BooksInCareOfDetail/PhoneNum08165895729
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02632 CLIPPER WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0129152
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0143369
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014217
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0129152
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0143369
IRS990EZ/GrossReceiptsAmt083361
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0146
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt068023
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0129152
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0143369
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0129152
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0143369
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAREN MCDANIEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS HARMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN GOLDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIM GILLETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOSH SICARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TANYA ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LISA MORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PROPERTIES O
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ACTIVITIES O
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBERSHIP O
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt069144
IRS990EZ/PoliticalCampaignActyInd0true
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THIS ASSOCIATION IS TO PROMOTE AND ADVANCE THE PRINCIPLES OF CIVIC BETTERMENT BY: A) PROVIDING THE MEANS FOR MEETING AND DEALING WITH PROBLEMS PECULIAR TO THE COMMUNITY B) PROVIDING THE VEHICLE FOR THE ADVANCEMENT OF ALL COMMON INTERESTS TO THE COMMUNITY, INCLUDING THE MAINTENANCE AND PRESERVATION OF COMMON AREAS OF THE COMMUNITY C) INSTILLING A PRIDE IN THE COMMUNITY BY UPHOLDING A HIGH STANDARD OF CIVIC DUTY AND OBLIGATION AMONG ITS MEMBERS D) PROVIDING A VEHICLE FOR EXPRESSING DESIRES AND OPINIONS TO ELECTED AND APPOINTED GOVERNMENT OFFICIALS E) PROMOTING AWARENESS TO ALL RESIDENTS OF THE COMMUNITY OF EXISTING DEED RESTRICTIONS, IMPOSED BY THE DEVELOPER TO SAFEGUARD THE QUALITY OF LIFE IN THE COMMUNITY
IRS990EZ/ProgramServiceRevenueAmt015192
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERSHIP FEES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STORAGE REVENUE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SPECIAL EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05611
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069144
IRS990EZ/TotalProgramServiceExpensesAmt05611
IRS990EZ/TotalRevenueAmt083361
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0COCONUTRIVERESTATESC.WIXSITE.COM
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 4,983 JANITORIAL 932 LANDSCAPING 3,930 LOCKSMITH 774 OFFICE & POSTAGE 349 PERMIT/TAX/FILING 1,937 POOL MAINTENANCE & REPAIR 31,430 REPAIRS 12,088 SPECIAL EVENT EXPENSES 5,611 UTILITIES-COMCAST 733 UTILITIES-ELECTRICITY 4,791 UTILITIES-WASTE 239 UTILITIES-WATER 1,347 TOTAL 69,144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PURPOSE OF THIS ASSOCIATION IS TO PROMOTE AND ADVANCE THE PRINCIPLES OF CIVIC BETTERMENT BY: A) PROVIDING THE MEANS FOR MEETING AND DEALING WITH PROBLEMS PECULIAR TO THE COMMUNITY B) PROVIDING THE VEHICLE FOR THE ADVANCEMENT OF ALL COMMON INTERESTS TO THE COMMUNITY, INCLUDING THE MAINTENANCE AND PRESERVATION OF COMMON AREAS OF THE COMMUNITY C) INSTILLING A PRIDE IN THE COMMUNITY BY UPHOLDING A HIGH STANDARD OF CIVIC DUTY AND OBLIGATION AMONG ITS MEMBERS D) PROVIDING A VEHICLE FOR EXPRESSING DESIRES AND OPINIONS TO ELECTED AND APPOINTED GOVERNMENT OFFICIALS E) PROMOTING AWARENESS TO ALL RESIDENTS OF THE COMMUNITY OF EXISTING DEED RESTRICTIONS, IMPOSED BY THE DEVELOPER TO SAFEGUARD THE QUALITY OF LIFE IN THE COMMUNITY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS HARMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02395967000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COCONUT RIVER ESTATES CIVIC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0COCO
ReturnHeader/Filer/EIN0592013579
ReturnHeader/Filer/PhoneNum08165895729
ReturnHeader/Filer/USAddress/AddressLine1Txt02190 CLIPPER WAY
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650675434
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GERSTLE ROSEN & GOLDENBERG PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03440 HOLLYWOOD BLVD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLLYWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033021
ReturnHeader/PreparerPersonGrp/PhoneNum03059370116
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK GERSTLE
ReturnHeader/ReturnTs02023-11-15T16:59:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARMON
ReturnHeader/TaxPeriodBeginDt02022-02-01
ReturnHeader/TaxPeriodEndDt02023-01-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings