Civic Intelligence

Coconut River Estates CIVIC Association Inc

990EZ • Fiscal year 2024 • EIN 59-2013579

Feb 01, 2023 to Jan 31, 2024 • Filed on Nov 14, 2024

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

61st percentile

8.7%

Higher net margin than 61% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

61st percentile

5.7%

Faster asset growth than 61% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$151,612

Up $8,243 (+5.7%) from 2023

Net Assets

Up

$151,612

Up $8,243 (+5.7%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$94,264

Up $10,903 (+13%) from 2023

Expenses

Up

$86,021

Up $16,877 (+24%) from 2023

Net Income

Down

$8,243

Down $5,974 (-42%) from 2023

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

2024

Assets$151,612
Liabilities-
Net Assets$151,612

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

2024

Revenue$94,264
Expenses$86,021
Net Income$8,243
Jump To
Filing Snapshot
Filing Period
Feb 1, 2023 to Jan 31, 2024
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$94,264
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-$8,142
MEMBERSHIP FEES--
STORAGE REVENUE--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN MCDANIELPresident-$0--
THOMAS HARMONTreasurer-$0--
SUSAN GOLDENSecretary-$0--
BILL BATESProperties 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
2024-11-14
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 7,811 janitorial 110 landscaping 6,975 locksmith 804 office & postage 812 permit/tax/filing 1,925 pool maintenance & repair 30,593 repairs 20,410 special event expenses 8,142 utilities-comcast 863 utilities-electricity 4,846 utilities-waste 253 utilities-water 2,477 total 86,021

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 Appendix114 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/BOYAmt0143369
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0151612
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08243
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0143369
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0151612
IRS990EZ/GrossReceiptsAmt094264
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0428
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt075260
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0143369
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0151612
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0143369
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0151612
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
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/PersonNm3BILL BATES
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/OtherExpensesTotalAmt086021
IRS990EZ/PoliticalCampaignActyInd0false
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/ProgramServiceRevenueAmt018576
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERSHIP FEES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STORAGE REVENUE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SPECIAL EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08142
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086021
IRS990EZ/TotalProgramServiceExpensesAmt08142
IRS990EZ/TotalRevenueAmt094264
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0COCONUTRIVERESTATESC.WIXSITE.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 7,811 JANITORIAL 110 LANDSCAPING 6,975 LOCKSMITH 804 OFFICE & POSTAGE 812 PERMIT/TAX/FILING 1,925 POOL MAINTENANCE & REPAIR 30,593 REPAIRS 20,410 SPECIAL EVENT EXPENSES 8,142 UTILITIES-COMCAST 863 UTILITIES-ELECTRICITY 4,846 UTILITIES-WASTE 253 UTILITIES-WATER 2,477 TOTAL 86,021
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS HARMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02395967000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
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/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK GERSTLE
ReturnHeader/ReturnTs02024-11-21T10:24:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-02-01
ReturnHeader/TaxPeriodEndDt02024-01-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings