Civic Intelligence

Naples Retirement Inc.

990PF • Fiscal year 2019 • EIN 59-2120628

Mar 01, 2018 to Feb 28, 2019 • Filed on May 30, 2019

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

58th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

25th percentile

-12%

Higher net margin than 25% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

43rd percentile

-1.3%

Faster asset growth than 43% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

7.7%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$299,836

Down $4,018 (-1.3%) from 2018

Net Assets

Down

$299,836

Down $4,018 (-1.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin25th percentile

Revenue

Up

$34,624

Up $2,463 (+7.7%) from 2018

Expenses

Up

$38,642

Up $20,127 (+109%) from 2018

Net Income

Down

-$4,018

Down $17,664 (-129%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2019

Assets$299,836
Liabilities$0
Net Assets$299,836
Open 2019 Filing

Operations Trend

Revenue Growth62nd 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

2019

Revenue$34,624
Expenses$38,642
Net Income-$4,018
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2018 to Feb 28, 2019
Signed
May 30, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY LEWISPresident-$0--
CASSIE BLISSTreasurer-$0--
BARRY GERENSTEINVice Preside-$0--
TIM MILLERSecretary-$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
2019-05-30
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 Appendix273 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/ExcessDistributionCyovYr1Amt015538
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt033807
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt029200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016789
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016789
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0142060
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt036300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015538
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027215
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt033807
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt029200
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037799
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt036300
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0158849
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0122549
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TAX PREPARATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2290
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3450
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CASSIE BLISS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02394784399
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-30
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/IPv4AddressTxt073.54.10.78
ReturnHeader/FilingSecurityInformation/IPDt02019-06-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:28:59
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/PreparationDt02019-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS G CANNON
ReturnHeader/ReturnTs02019-06-19T13:28:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-03-01
ReturnHeader/TaxPeriodEndDt02019-02-28
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$299,836
Liabilities
$0
Net assets
$299,836
Revenue
$34,624
Expenses
$38,642
Net income
-$4,018
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
2019Detailed filing. Detailed filing data is available for this year.$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