Naples Retirement Inc.

990PF • Fiscal year 2020 • EIN 59-2120628

Mar 01, 2019 to Feb 29, 2020 • Filed on Aug 31, 2020

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.

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

-16%

Higher net margin than 26% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

-2.1%

Faster asset growth than 40% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

8.1%

Faster revenue growth than 73% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$293,689

Down $6,147 (-2.1%) from 2019

Net Assets

Down

$293,689

Down $6,147 (-2.1%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin26th percentile

Revenue

$37,434

Up $2,810 (+8.1%) from 2019

Expenses

$43,581

Up $4,939 (+13%) from 2019

Net Income

Down

-$6,147

Down $2,129 (-53%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

Highlighted filing

2020

Assets$293,689

Liabilities$0

Net Assets$293,689

Open 2020 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2020

Revenue$37,434

Expenses$43,581

Net Income-$6,147

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Mar 1, 2019 to Feb 29, 2020
Signed: Aug 31, 2020
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
NANCY LEWIS	President	-	$0	-	-
CASSIE BLISS	Treasurer	-	$0	-	-
BARRY GERENSTEIN	Vice Preside	-	$0	-	-
TIM MILLER	Secretary	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	RESIDENTS-LELY PALMS RETIRMENT	RESIDENT ENHANCEMENT AND RELIGIOUS S	N/A	NAPLES, FL, US	$40,709

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: 2020-08-31
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

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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	TIM MILLER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	SECRETARY
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	29200
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	151070
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	38210
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	36300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	15538
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	27215
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	33807
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	40709
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	38210
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	180270
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	142060
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	TAX PREPARATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	LEGAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	6	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	61
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	36
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	450
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	555
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	621
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	1105
ReturnHeader/BuildTS	0	2020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CASSIE BLISS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2394784399
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	NAPLES RETIREMENT INC
ReturnHeader/Filer/BusinessNameControlTxt	0	NAPL
ReturnHeader/Filer/EIN	0	592120628
ReturnHeader/Filer/PhoneNum	0	2397743001
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1000 LELY PALM DRIVE F147
ReturnHeader/Filer/USAddress/CityNm	0	NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	34113
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	54530764B0FFBD98840BDC76D78C3E3C856D52B7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	54530764B0FFBD98840BDC76D78C3E3C856D52B7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	73.54.10.78
ReturnHeader/FilingSecurityInformation/IPDt	0	2020-09-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CD
ReturnHeader/FilingSecurityInformation/IPTm	0	14:00:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	593617170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	CANNON BUSINESS SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	5089 E TAMIAMI TRL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	34113
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2397743712
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2020-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	THOMAS G CANNON
ReturnHeader/ReturnTs	0	2020-09-04T14:00:55-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-03-01
ReturnHeader/TaxPeriodEndDt	0	2020-02-29
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $293,689
Liabilities: $0
Net assets: $293,689
Revenue: $37,434
Expenses: $43,581
Net income: -$6,147

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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