Civic Intelligence

Naples Retirement Inc.

990PF • Fiscal year 2018 • EIN 59-2120628

Mar 01, 2017 to Feb 28, 2018 • Filed on Aug 15, 2018

Organization Profile
1000 Lely Palm Drive F147Naples, FL 34113

(239) 774-3001

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

59th percentile

4.7%

Faster asset growth than 59% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$303,854

Up $13,646 (+4.7%) from 2017

Net Assets

Up

$303,854

Up $13,646 (+4.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin89th percentile

Revenue

Down

$32,161

Down $4,252 (-12%) from 2017

Expenses

Down

$18,515

Down $13,499 (-42%) from 2017

Net Income

Up

$13,646

Up $9,247 (+210%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2018

Assets$303,854
Liabilities$0
Net Assets$303,854
Open 2018 Filing

Operations Trend

Revenue Growth31st 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

2018

Revenue$32,161
Expenses$18,515
Net Income$13,646
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2017 to Feb 28, 2018
Signed
Aug 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNETTE CAHILLSecretary-$0--
CHRIS HAGENPresident-$0--
NANCY LEWISVice Preside-$0--
CASSIE BLISSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Naples Retirement Inc
EIN
59-2120628
Phone
2397743001
Address
1000 LELY PALM DRIVE F147, NAPLES, FL 34113

Signing Officer

Name
Cassie Bliss
Title
Treasurer
Phone
2394784399
Signed
2018-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Cannon Business Services Inc
Address
5089 E TAMIAMI TRL, NAPLES, FL 34113
Preparer
Thomas G Cannon
Phone
2397743712
Raw XML Appendix271 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.

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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01796
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt033807
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016789
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt022950
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt022950
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0122549
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015538
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027215
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt033807
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016789
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017334
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015538
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0145499
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0129961
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11064
TaxesSchedule/TaxesDetail/Amt029
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CASSIE BLISS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02394784399
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAPLES RETIREMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0NAPL
ReturnHeader/Filer/EIN0592120628
ReturnHeader/Filer/PhoneNum02397743001
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 LELY PALM DRIVE F147
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034113
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F88A672EDAD6E53FA53E767DD3186862F8D9D7E7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F88A672EDAD6E53FA53E767DD3186862F8D9D7E7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.156.47.15
ReturnHeader/FilingSecurityInformation/IPDt02018-10-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:20:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593617170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CANNON BUSINESS SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05089 E TAMIAMI TRL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034113
ReturnHeader/PreparerPersonGrp/PhoneNum02397743712
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS G CANNON
ReturnHeader/ReturnTs02018-10-03T11:20:31-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-03-01
ReturnHeader/TaxPeriodEndDt02018-02-28
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$303,854
Liabilities
$0
Net assets
$303,854
Revenue
$32,161
Expenses
$18,515
Net income
$13,646
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. 2018 filings • <$500k nonprofits