Civic Intelligence

Naples Retirement Inc.

990PF • Fiscal year 2017 • EIN 59-2120628

Mar 01, 2016 to Feb 28, 2017 • Filed on Aug 02, 2017

Organization Profile
1000 Lely Palm Drive F147Naples, FL 34113

(847) 275-0954

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

51st percentile

1.5%

Faster asset growth than 51% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

0.2%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$290,208

Up $4,399 (+1.5%) from 2016

Net Assets

Up

$290,208

Up $4,399 (+1.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin67th percentile

Revenue

Up

$36,413

Up $84 (+0.2%) from 2016

Expenses

Down

$32,014

Down $4,705 (-13%) from 2016

Net Income

Up

$4,399

Up $4,789 (+1228%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$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

2017

Assets$290,208
Liabilities$0
Net Assets$290,208
Open 2017 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$36,413
Expenses$32,014
Net Income$4,399
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2016 to Feb 28, 2017
Signed
Aug 2, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNETTE CAHILLSecretary-$0--
CHRIS HAGENPresident-$0--
ABBE HANKINVice President-$0--
TIM MILLERDirector-$0--
CAROL FRIESTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Naples Retirement Inc
EIN
59-2120628
Address
1000 LELY PALM DRIVE F147, NAPLES, FL 34113

Signing Officer

Name
Cassie Bliss
Title
Treasurer
Signed
2017-08-02
Discuss with paid preparer
No

Preparer

Firm
Thomas Japczyk CPA
Address
8063 Wilfredo Ct, Naples, FL 34114
Preparer
Thomas Japczyk
Phone
8472750954
Raw XML Appendix240 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0450
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0271000
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0271000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt028908
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt028908
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt011413
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04399
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02328
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt057
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0221
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt028908
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt032014
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt036413
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03106
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04399
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0290208
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0285809
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0290208
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04999
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04999
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04999
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05249
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0250
IRS990PF/DistributableAmountGrp/TotalTaxAmt0250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0221
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0539
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06724
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt011105
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0271000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0271000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0271000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0393
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0285809
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0290208
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07153
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt08103
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0285809
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0290208
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0285809
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0290208
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0285809
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0290208
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0112124
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0102374
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09750
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01682
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05522
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0110442
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0112124
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1004.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3002.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4004.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LYNETTE CAHILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHRIS HAGEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ABBE HANKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3TIM MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CAROL FRIES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01069 BALD EAGLE DR STE 602
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11250 TAMIAMI TRAIL N STE 203B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt28713 FERRARA COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34735 TAMIAMI TRAIL EAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44580 EAGLE KEY CIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MARCO ISLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034145
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd234114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd334112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd434112
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt028558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt028808
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt033807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt034291
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt021744
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt027798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt025029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.258577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.304389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.309232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.201442
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.266671
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.211151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0110442
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0111065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0110891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0107942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0104241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0118536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt032214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0001.292885
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt031964
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt028908
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0250
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt032214
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0LELY PALMS RETIREMENT FACILITY RESIDENT PROGRAMS AND FACILITY ENHANCEMENTS TO BENEFIT THE RESIDENTS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0N A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0N A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt028908
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RESIDENT ENHANCEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0RESIDENTS - LELY PALMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01000 LELY PALMS BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034113
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0N A
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028908
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04999
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04999
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt033807
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt061022
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt027215
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt033807
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032214
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt027215
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt061022
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033807
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0393
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CASH IN TRANSIT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ANNUAL MEETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21040
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31218
TaxesSchedule/TaxesDetail/Amt0221
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CASSIE BLISS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAPLES RETIREMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0NAPL
ReturnHeader/Filer/EIN0592120628
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 LELY PALM DRIVE F147
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034113
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06FFB2ADB5FAD5D1AFCD2E2AAD8E3E5C598071397
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06FFB2ADB5FAD5D1AFCD2E2AAD8E3E5C598071397
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03636202017132qir8asa
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-08-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.8.193.190
ReturnHeader/FilingSecurityInformation/IPDt02017-08-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:56:08
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas Japczyk CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08063 Wilfredo Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Naples
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034114
ReturnHeader/PreparerPersonGrp/PhoneNum08472750954
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas Japczyk
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-02T05:18:01-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-03-01
ReturnHeader/TaxPeriodEndDt02017-02-28
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$290,208
Liabilities
$0
Net assets
$290,208
Revenue
$36,413
Expenses
$32,014
Net income
$4,399
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • <$500k nonprofits