Liabilities / Assets
9th percentile
Tied with the lowest-debt nonprofits in its peer group.
EIN 61-1619223 • 501(c)3 • Naples, FL
Profile
Naples historical society foundation, inc. Is dedicated to the preservation of naples history and heritage for the community and future generations to enjoy.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
9th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
10th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
98th percentile
Higher net margin than 98% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 7.3% of source-year revenue.
Asset Growth
62nd percentile
Faster asset growth than 62% of similar nonprofits.
Revenue Growth
98th percentile
Faster revenue growth than 98% of similar nonprofits.
Assets
Up$7,968,922
Up $602,075 (+8.2%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
Up$7,968,922
Up $602,075 (+8.2%) from 2023
Revenue
Up$3,233,008
Up $2,784,852 (+621%) from 2023
Expenses
Down$315,867
Down $309,683 (-50%) from 2023
Net Income
Up$2,917,141
Up $3,094,535 (+1744%) from 2023
Most recent year
2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
Naples historical society foundation, inc. Is dedicated to the preservation of naples history and heritage for the community and future generations to enjoy.
Naples historical society foundation, inc. Exists to support naples historical society, inc., a nonprofit dedicated to preserving naples history.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $7,366,847 | $7,968,922 | ▲ $602,075 |
| Investments Other Securities | $6,720,514 | $7,590,628 | ▲ $870,114 |
| Savings and Temporary Cash Investments | $640,410 | $372,011 | ▼ $268,399 |
| Accounts Receivable | - | $403 | - |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $7,366,847 | $7,968,922 | ▲ $602,075 |
| Other Assets Total | $5,923 | $5,880 | ▼ $43 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $7,366,847 | $7,968,922 | ▲ $602,075 |
| Total Liabilities and Net Assets / Fund Balance | $7,366,847 | $7,968,922 | ▲ $602,075 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $7,590,628 | - | - |
| Name | Title |
|---|---|
| Richard Prebish | Chairman |
| Elaine Reed | President & CEO (thru June 2024) |
| Charlie Mueller | Vice Chairman |
| Darrin Phillips | Director |
| Gary Personette | Director |
| Joe Burke | Director |
| Julianne Grace | Director |
| Kathy Curatolo | Director |
| Sharon Von Arx | Director |
| Tom Oliveri | Director |
| Nancy Dagher | Executive Director |
| Ginny Veras | Treasurer |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $285,447 |
| Other Expenses | $30,420 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $285,447 | - | - | $285,447 |
| Fees for Service Investment Mgmnt Fees | - | $30,370 | - | $30,370 |
| Other Expenses | $50 | - | - | $50 |
| Total Functional Expenses | $285,497 | $30,370 | $0 | $315,867 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Naples Historical Society Inc | Naples, FL | 501(c)(3) | To Support the Mission of Naples Historical Society, Inc. Through Education Programs. | $285,447 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Naples historical society foundation, inc. Is the supporting organization for naples historical society, inc. The organizations share the staff and have the same board of directors.”
“As naples historical society foundation, inc. Is the supporting organization for naples historical society inc., naples historical society, inc. Has the authority to appoint and remove directors.”
“A draft of the form 990 is provided to the ceo to provide to the officers and board members for review and comment. Any questions are addressed and any necessary changes are made before the return is filed.”
“Each year, each board member has to sign a conflict of interest disclosure statement.”
“The process of determining compensation is overseen by the executive committee every year, which consists of the chairman, vice chairman, and the secretary - the officers of the board of directors.”
“Any information is available to the public upon request.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
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| IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | NAPLES HISTORICAL SOCIETY FOUNDATION, INC. EXISTS TO SUPPORT NAPLES HISTORICAL SOCIETY, INC., A NONPROFIT DEDICATED TO PRESERVING NAPLES HISTORY. |
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| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | NAPLES HISTORICAL SOCIETY INC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2392618164 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 201 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | NAPLES |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 34106 |
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| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 3233008 |
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| IRS990/Desc | 0 | TO ASSIST NAPLES HISTORICAL SOCIETY IN ITS MISSION. |
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| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 30370 |
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| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 1.00 |
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| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 1.00 |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DIRECTOR |
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| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 5880 |
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| IRS990/PYInvestmentIncomeAmt | 0 | 447056 |
| IRS990/PYOtherExpensesAmt | 0 | 50 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
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| IRS990/PYRevenuesLessExpensesAmt | 0 | -177394 |
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| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 372011 |
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| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
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| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | 1 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 596166907 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 10 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 285447 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | NAPLES HISTORICAL SOCIETY INC |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType1Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 285447 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/CollectionUsedPreservationInd | 0 | X |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 7590628 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | NORTHERN TRUST |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 7590628 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 285447 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 0 | 0 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | TO SUPPORT THE MISSION OF NAPLES HISTORICAL SOCIETY, INC. THROUGH EDUCATION PROGRAMS. |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | NAPLES HISTORICAL SOCIETY INC |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 596166907 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | PO BOX 201 |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | NAPLES |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 34106 |
| IRS990ScheduleJ/AnyNonFixedPaymentsInd | 0 | 0 |
| IRS990ScheduleJ/BoardOrCommitteeApprovalInd | 0 | X |
| IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd | 0 | 0 |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | 0 |
| IRS990ScheduleJ/InitialContractExceptionInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 1 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 236500 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 0 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | PRESIDENT & CEO (THRU JUNE 2024) |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 0 | 236500 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | 0 |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 0 | THE PROCESS OF DETERMINING CEO COMPENSATION IS OVERSEEN BY THE CHAIR OF THE BOARD AND THE EXECUTIVE COMMITTEE AND PAID OUT OF NAPLES HISTORICAL SOCIETY, INC. (EIN 59-6166907). |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART I, LINE 3 |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | NAPLES HISTORICAL SOCIETY FOUNDATION, INC. IS THE SUPPORTING ORGANIZATION FOR NAPLES HISTORICAL SOCIETY, INC. THE ORGANIZATIONS SHARE THE STAFF AND HAVE THE SAME BOARD OF DIRECTORS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | AS NAPLES HISTORICAL SOCIETY FOUNDATION, INC. IS THE SUPPORTING ORGANIZATION FOR NAPLES HISTORICAL SOCIETY INC., NAPLES HISTORICAL SOCIETY, INC. HAS THE AUTHORITY TO APPOINT AND REMOVE DIRECTORS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | A DRAFT OF THE FORM 990 IS PROVIDED TO THE CEO TO PROVIDE TO THE OFFICERS AND BOARD MEMBERS FOR REVIEW AND COMMENT. ANY QUESTIONS ARE ADDRESSED AND ANY NECESSARY CHANGES ARE MADE BEFORE THE RETURN IS FILED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | EACH YEAR, EACH BOARD MEMBER HAS TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE PROCESS OF DETERMINING COMPENSATION IS OVERSEEN BY THE EXECUTIVE COMMITTEE EVERY YEAR, WHICH CONSISTS OF THE CHAIRMAN, VICE CHAIRMAN, AND THE SECRETARY - THE OFFICERS OF THE BOARD OF DIRECTORS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | ANY INFORMATION IS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION B, LINE 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 1 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | NAPLES HISTORICAL SOCIETY INC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 596166907 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | FL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | PRESERVE NAPLES HISTORY AND HERITAGE |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | LINE 10 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | PO BOX 201 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | NAPLES |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 34106 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 285447 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 0 | FMV |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 0 | NAPLES HISTORICAL SOCIETY INC |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | B |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | FL |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 7366847 |
| IRS990/TotalAssetsEOYAmt | 0 | 7968922 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 7366847 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 7968922 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 1 |
| IRS990/TotalContributionsAmt | 0 | 54249 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
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