Civic Intelligence

Harvard Club of Naples

EIN 59-2226964 • 501(c)3 • Naples, FL

Profile

The club is organized and operated exclusively for educational and charitable purposes. In furtherance of such purposes the club shall foster a spirit of fraternity among graduates faculty and students along with service to the community; encourage recreational activities for its members; serve in extending knowledge of the aims and achievements of harvard university; promote the interest of all alumni alumnae in the academic and extracurricular activities of harvard university; represent the interests of the university in southwest florida; and generally do all things to promote and encourage communications between harvard university and its alumni alumnae resident in its club area of collier and lee counties florida.

PO Box 9302Naples, FL 34101

harvardclubofnaples.com

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

12th percentile

-27%

Higher net margin than 12% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

72nd percentile

16%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

9.7%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$824,348

Up $111,279 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$824,348

Up $111,279 (+16%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin12th percentile

Revenue

Up

$54,105

Up $4,784 (+9.7%) from 2023

Expenses

Up

$68,846

Up $21,894 (+47%) from 2023

Net Income

Down

-$14,741

Down $17,110 (-722%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$1.0M$500K$0Assets 2014: $553,859Liabilities 2014: $0Net Assets 2014: $553,8592014Assets 2015: $531,105Liabilities 2015: $0Net Assets 2015: $531,1052015Assets 2016: $533,318Liabilities 2016: $0Net Assets 2016: $533,3182016Assets 2017: $530,518Liabilities 2017: $0Net Assets 2017: $530,5182017Assets 2018: $561,474Liabilities 2018: $0Net Assets 2018: $561,4742018Assets 2019: $524,141Liabilities 2019: $0Net Assets 2019: $524,1412019Assets 2020: $601,574Liabilities 2020: $0Net Assets 2020: $601,5742020Assets 2021: $745,621Liabilities 2021: $0Net Assets 2021: $745,6212021Assets 2022: $657,438Liabilities 2022: $0Net Assets 2022: $657,4382022Assets 2023: $713,069Liabilities 2023: $0Net Assets 2023: $713,0692023Assets 2024: $824,348Liabilities 2024: $0Net Assets 2024: $824,3482024

Highlighted filing

2024

Assets$824,348
Liabilities$0
Net Assets$824,348
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $508,155Expenses 2014: $73,693Net Income 2014: $434,4622014Revenue 2015: $93,180Expenses 2015: $96,162Net Income 2015: -$2,9822015Revenue 2016: $52,216Expenses 2016: $60,061Net Income 2016: -$7,8452016Revenue 2017: $58,490Expenses 2017: $101,657Net Income 2017: -$43,1672017Revenue 2018: $100,621Expenses 2018: $84,526Net Income 2018: $16,0952018Revenue 2019: $39,506Expenses 2019: $80,108Net Income 2019: -$40,6022019Revenue 2020: $90,935Expenses 2020: $63,772Net Income 2020: $27,1632020Revenue 2021: $54,715Expenses 2021: $23,959Net Income 2021: $30,7562021Revenue 2022: $63,395Expenses 2022: $41,201Net Income 2022: $22,1942022Revenue 2023: $49,321Expenses 2023: $46,952Net Income 2023: $2,3692023Revenue 2024: $54,105Expenses 2024: $68,846Net Income 2024: -$14,7412024

Highlighted filing

2024

Revenue$54,105
Expenses$68,846
Net Income-$14,741
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$824,348
Liabilities
$0
Net assets
$824,348
Revenue
$54,105
Expenses
$68,846
Net income
-$14,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$0.54$0.69$0.15
2023Detailed filing. Detailed filing data is available for this year.$7.13$0.00$7.13$0.49$0.47$0.02
2022Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.63$0.41$0.22
2021Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$0.55$0.24$0.31
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$0.00$6.02$0.91$0.64$0.27
2019Summary only. Only limited summary data is available for this year.$5.24$0.00$5.24$0.40$0.80$0.41
2018Summary only. Only limited summary data is available for this year.$5.61$0.00$5.61$1.01$0.85$0.16
2017Summary only. Only limited summary data is available for this year.$5.31$0.00$5.31$0.58$1.02$0.43
2016Summary only. Only limited summary data is available for this year.$5.33$0.00$5.33$0.52$0.60$0.08
2015Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.93$0.96$0.03
2014Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$5.08$0.74$4.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 10, 2025
Return Version
2023v6.0
Gross Receipts
$54,105
Mission and Program Overview

Mission

Please refer to schedule o for our mission statement.

The club is organized and operated exclusively for educational and charitable purposes. In furtherance of such purposes the club shall foster a spirit of fraternity among graduates faculty and students along with service to the community; encourage recreational activities for its members; serve in extending knowledge of the aims and achievements of harvard university; promote the interest of all alumni alumnae in the academic and extracurricular activities of harvard university; represent the interests of the university in southwest florida; and generally do all things to promote and encourage communications between harvard university and its alumni alumnae resident in its club area of collier and lee counties florida.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$675,543$788,925▲ $113,382
Cash and Non-Interest-Bearing Accounts$37,526$35,423▼ $2,103
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$713,069$824,348▲ $111,279
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$713,069$824,348▲ $111,279
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$713,069$824,348▲ $111,279
Total Liabilities and Net Assets / Fund Balance$713,069$824,348▲ $111,279
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Peggy LambPresident
David SissmanVice President
Karen SchmittVice President
Cara BlazierDirector
Danielle SherwoodDirector
Francisco MyslickiDirector
Karl BourdeauDirector
Lorren ElkinsDirector
Marilynne WhiteDirector
Mark RubinDirector
Michael FeldmanDirector
Patrick MoranDirector
Richard LeBerDirector
Bill HumenukSecretary
Matthew TempleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,475
Program Service Revenue
$17,575
Investment Income
$17,055
Other Revenue
$0
All Other Contributions
$7,175
Change in Net Assets
$-14,741
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$38,818
Other Expenses$30,028
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$31,825--$31,825
Conferences and Meetings$16,596$0$0$16,596
Grants to Domestic Individuals$6,993--$6,993
Fees for Services Legal$0$6,814$0$6,814
Insurance$728$0$0$728
Office Expenses$0$361$0$361
Travel$0$50$0$50
Total Functional Expenses$61,621$7,225$0$68,846
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Harvard Business SchoolBoston, MA-Financial Support for non-profit executives to attend an execution education program$14,500
Collier County Public SchoolsNaples, FL-Helped fund 3 principals from Collier County Public Schools to attend an executive education program at the Harvard School of Education$11,325
Harvard UniversityCambridge, MA501(c)(3)Financial Aid for Undergraduates Students from Collier and Lee Counties$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 6

“members only by paying $60 per year membership dues”

Part VI, Line 7A

“yes we elect a president every two years”

Part VI, Line 11B

“The 990 was reviewed by the President Treasurer and Secretary.”

Filing and Contact Details

Filer

Filer Name
Harvard Club of Naples
EIN
59-2226964
In Care Of
% Peggy Lamb
Phone
3107209903
Address
PO Box 9302, Naples, FL 34101

Signing Officer

Name
Peggy Lamb
Title
President
Signed
2025-07-10

Organization Details

Principal Officer
Peggy Lamb
Formed
1982
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
20
Raw XML AppendixShowing 400 of 722 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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IRS990/Form990PartVIISectionAGrp/PersonNm0Peggy Lamb
IRS990/Form990PartVIISectionAGrp/PersonNm1David Sissman
IRS990/Form990PartVIISectionAGrp/PersonNm2Karen Schmitt
IRS990/Form990PartVIISectionAGrp/PersonNm3Matthew Temple
IRS990/Form990PartVIISectionAGrp/PersonNm4Bill Humenuk
IRS990/Form990PartVIISectionAGrp/PersonNm5Cara Blazier
IRS990/Form990PartVIISectionAGrp/PersonNm6Karl Bourdeau
IRS990/Form990PartVIISectionAGrp/PersonNm7Lorren Elkins
IRS990/Form990PartVIISectionAGrp/PersonNm8Michael Feldman
IRS990/Form990PartVIISectionAGrp/PersonNm9Richard LeBer
IRS990/Form990PartVIISectionAGrp/PersonNm10Patrick Moran
IRS990/Form990PartVIISectionAGrp/PersonNm11Francisco Myslicki
IRS990/Form990PartVIISectionAGrp/PersonNm12Mark Rubin
IRS990/Form990PartVIISectionAGrp/PersonNm13Danielle Sherwood
IRS990/Form990PartVIISectionAGrp/PersonNm14Marilynne White
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IRS990/MissionDesc0THE CLUB IS ORGANIZED AND OPERATED EXCLUSIVELY FOR EDUCATIONAL AND CHARITABLE PURPOSES. IN FURTHERANCE OF SUCH PURPOSES THE CLUB SHALL FOSTER A SPIRIT OF FRATERNITY AMONG GRADUATES FACULTY AND STUDENTS ALONG WITH SERVICE TO THE COMMUNITY; ENCOURAGE RECREATIONAL ACTIVITIES FOR ITS MEMBERS; SERVE IN EXTENDING KNOWLEDGE OF THE AIMS AND ACHIEVEMENTS OF HARVARD UNIVERSITY; PROMOTE THE INTEREST OF ALL ALUMNI ALUMNAE IN THE ACADEMIC AND EXTRACURRICULAR ACTIVITIES OF HARVARD UNIVERSITY; REPRESENT THE INTERESTS OF THE UNIVERSITY IN SOUTHWEST FLORIDA; AND GENERALLY DO ALL THINGS TO PROMOTE AND ENCOURAGE COMMUNICATIONS BETWEEN HARVARD UNIVERSITY AND ITS ALUMNI ALUMNAE RESIDENT IN ITS CLUB AREA OF COLLIER AND LEE COUNTIES FLORIDA.
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