Civic Intelligence

Naples Retirement Inc

EIN 59-2120628 • Naples, FL

1000 Lely Palm Drive F 247Naples, FL 34113
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.01x

Higher debt load relative to assets than 70% of similar nonprofits.

<$500k nonprofits • Source year 2025

Liabilities / Revenue

85th percentile

0.11x

Higher debt load relative to revenue than 85% of similar nonprofits.

<$500k nonprofits • Source year 2025

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

63rd percentile

3.7%

Faster asset growth than 63% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$299,320

Up $10,567 (+3.7%) from 2024

Liabilities

Up

$3,325

Up $3,324 (+332400%) from 2024

Net Assets

$295,995

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue85th percentileNet Margin77th percentile

Revenue

Up

$30,211

Up $3,673 (+14%) from 2024

Expenses

Down

$22,969

Down $719 (-3.0%) from 2024

Net Income

Up

$7,242

Up $4,392 (+154%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2012: $279,003Liabilities 2012: $0Net Assets 2012: $279,0032012Assets 2013: $276,667Liabilities 2013: $0Net Assets 2013: $276,6672013Assets 2014: $286,513Liabilities 2014: $0Net Assets 2014: $286,5132014Assets 2015: $286,199Liabilities 2015: $0Net Assets 2015: $286,1992015Assets 2016: $285,809Liabilities 2016: $0Net Assets 2016: $285,8092016Assets 2017: $290,208Liabilities 2017: $0Net Assets 2017: $290,2082017Assets 2018: $303,854Liabilities 2018: $0Net Assets 2018: $303,8542018Assets 2019: $299,836Liabilities 2019: $0Net Assets 2019: $299,8362019Assets 2020: $293,689Liabilities 2020: $0Net Assets 2020: $293,6892020Assets 2021: $299,499Liabilities 2021: $0Net Assets 2021: $299,4992021Assets 2022: $285,700Liabilities 2022: $0Net Assets 2022: $285,7002022Assets 2023: $285,903Liabilities 2023: $0Net Assets 2023: $285,9032023Assets 2024: $288,753Liabilities 2024: $12024Assets 2025: $299,320Liabilities 2025: $3,325Net Assets 2025: $295,9952025

Highlighted filing

2025

Assets$299,320
Liabilities$3,325
Net Assets$295,995
Open 2025 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KExpenses 2012: $35,2112012Expenses 2013: $34,7622013Revenue 2014: $34,491Expenses 2014: $24,645Net Income 2014: $9,8462014Revenue 2015: $36,510Expenses 2015: $36,824Net Income 2015: -$3142015Revenue 2016: $36,329Expenses 2016: $36,719Net Income 2016: -$3902016Revenue 2017: $36,413Expenses 2017: $32,014Net Income 2017: $4,3992017Revenue 2018: $32,161Expenses 2018: $18,515Net Income 2018: $13,6462018Revenue 2019: $34,624Expenses 2019: $38,642Net Income 2019: -$4,0182019Revenue 2020: $37,434Expenses 2020: $43,581Net Income 2020: -$6,1472020Revenue 2021: $26,940Expenses 2021: $21,130Net Income 2021: $5,8102021Revenue 2022: $27,500Expenses 2022: $41,299Net Income 2022: -$13,7992022Revenue 2023: $26,375Expenses 2023: $26,172Net Income 2023: $2032023Revenue 2024: $26,538Expenses 2024: $23,688Net Income 2024: $2,8502024Revenue 2025: $30,211Expenses 2025: $22,969Net Income 2025: $7,2422025

Highlighted filing

2025

Revenue$30,211
Expenses$22,969
Net Income$7,242
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$299,320
Liabilities
$3,325
Net assets
$295,995
Revenue
$30,211
Expenses
$22,969
Net income
$7,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.99$0.03$2.96$0.30$0.23$0.07
2024Summary only. Only limited summary data is available for this year.$2.89$0.00$0.27$0.24$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.26$0.26$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.28$0.41$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.27$0.21$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.37$0.44$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.00$3.00$0.35$0.39$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.32$0.19$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.36$0.32$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.36$0.37$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.37$0.37$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.34$0.25$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.35
2012Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
May 19, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY LEWISPresident-$0--
CAROL FRIESTreasurer-$0--
BARRY GERENSTEINVice Preside-$0--
LYNETTE CAHHILLSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantRESIDENTS-LELY PALMS RETIRMENTRESIDENT ENHANCEMENT AND RELIGIOUS SN/ANAPLES, FL, US$20,904
Filing and Contact Details

Filer

Filer Name
Naples Retirement Inc
EIN
59-2120628
Phone
2392729357
Address
1000 LELY PALM DRIVE F 247, NAPLES, FL 34113

Signing Officer

Name
Carol Fries
Title
Treasurer
Phone
2392729357
Signed
2025-05-19

Preparer

Firm
Cannon Business Services Inc
Address
5089 TAMIAMI TRL E, NAPLES, FL 34113
Preparer
Thomas G Cannon
Phone
2397743712
Raw XML Appendix248 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
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt025000
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0288753
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03325
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0288753
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0299320
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0288753
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt023550
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0353
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt022387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt038202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018306
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt038210
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt038210
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0119780
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020092
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020793
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt022387
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt038202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018306
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020904
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020092
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0157990
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0137898
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1GOOGLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TAX PREPARATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1450
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt314
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt461
TaxesSchedule/TaxesDetail/Amt0348
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL FRIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02392729357
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAPLES RETIREMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0NAPL
ReturnHeader/Filer/EIN0592120628
ReturnHeader/Filer/PhoneNum02392729357
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 LELY PALM DRIVE F 247
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034113
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593617170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CANNON BUSINESS SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05089 TAMIAMI TRL E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034113
ReturnHeader/PreparerPersonGrp/PhoneNum02397743712
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS G CANNON
ReturnHeader/ReturnTs02025-05-27T15:10:10-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-03-01
ReturnHeader/TaxPeriodEndDt02025-02-28
ReturnHeader/TaxYr02024

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