Civic Intelligence

Richard L & F Annette Scott Foundation

EIN 62-1646107 • Naples, FL

340 9th Street N Apt 276Naples, FL 34102
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

13th percentile

-18%

Faster asset growth than 13% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

139%

Faster revenue growth than 91% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$984,194

Down $214,525 (-18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$984,194

Down $214,525 (-18%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin97th percentile

Revenue

Up

$28,128

Up $16,366 (+139%) from 2023

Expenses

Up

$3,310

Up $1,675 (+102%) from 2023

Net Income

Up

$24,818

Up $14,691 (+145%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,192,098Liabilities 2011: $02011Assets 2012: $2,246,606Liabilities 2012: $02012Assets 2013: $2,265,616Liabilities 2013: $02013Assets 2014: $2,286,606Liabilities 2014: $02014Assets 2015: $2,292,533Liabilities 2015: $02015Assets 2019: $1,702,932Liabilities 2019: $02019Assets 2020: $1,493,958Liabilities 2020: $0Net Assets 2020: $1,493,9582020Assets 2021: $1,363,086Liabilities 2021: $0Net Assets 2021: $1,363,0862021Assets 2022: $1,188,592Liabilities 2022: $0Net Assets 2022: $1,188,5922022Assets 2023: $1,198,719Liabilities 2023: $0Net Assets 2023: $1,198,7192023Assets 2024: $984,194Liabilities 2024: $0Net Assets 2024: $984,1942024

Highlighted filing

2024

Assets$984,194
Liabilities$0
Net Assets$984,194
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $100,377Expenses 2011: $105,464Net Income 2011: -$5,0872011Revenue 2012: $157,004Expenses 2012: $102,496Net Income 2012: $54,5082012Revenue 2013: $106,831Expenses 2013: $87,821Net Income 2013: $19,0102013Revenue 2014: $62,862Expenses 2014: $41,872Net Income 2014: $20,9902014Revenue 2015: $46,222Expenses 2015: $40,295Net Income 2015: $5,9272015Revenue 2019: $15,770Expenses 2019: $125,856Net Income 2019: -$110,0862019Revenue 2020: $5,387Expenses 2020: $214,361Net Income 2020: -$208,9742020Revenue 2021: $2,654Expenses 2021: $133,526Net Income 2021: -$130,8722021Revenue 2022: -$152,768Expenses 2022: $21,726Net Income 2022: -$174,4942022Revenue 2023: $11,762Expenses 2023: $1,635Net Income 2023: $10,1272023Revenue 2024: $28,128Expenses 2024: $3,310Net Income 2024: $24,8182024

Highlighted filing

2024

Revenue$28,128
Expenses$3,310
Net Income$24,818
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$984,194
Liabilities
$0
Net assets
$984,194
Revenue
$28,128
Expenses
$3,310
Net income
$24,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.03$0.00$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.01$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.15$0.02$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.00$0.13$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.01$0.21$0.21
2019Summary only. Only limited summary data is available for this year.$1.70$0.00$0.02$0.13$0.11
2015Summary only. Only limited summary data is available for this year.$2.29$0.00$0.05$0.04$0.01
2014Summary only. Only limited summary data is available for this year.$2.29$0.00$0.06$0.04$0.02
2013Summary only. Only limited summary data is available for this year.$2.27$0.00$0.11$0.09$0.02
2012Summary only. Only limited summary data is available for this year.$2.25$0.00$0.16$0.10$0.05
2011Summary only. Only limited summary data is available for this year.$2.19$0.00$0.10$0.11$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 14, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
F ANNETTE SCOTTPres/Director-$0--
STEPHEN BRAUNDirector-$0--
ALLISON GUIMARDDirector-$0--
JORDAN SCOTTDirector-$0--
CATHY GELLATLYSec/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Richard L & F Annette Scott Foundation
EIN
62-1646107
Phone
2123642736
Address
340 9TH STREET N APT 276, NAPLES, FL 34102

Signing Officer

Name
Cathy Gellatly
Title
Secretery
Phone
2123642736
Signed
2025-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Kerry M Balthrop CPA
Address
2333 FLORENCE ROAD, KELLER, TX 76262
Preparer
Kerry M Balthrop
Phone
8174319220
Raw XML Appendix272 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/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0871
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047455
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt046584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt076363
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt040918
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt046584
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt070697
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt070697
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0871
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt070697
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0117281
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0-2243
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUAL ADJUSTMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FMV ADJUSTMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-241623
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0239343
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CUMULATIVE FMV ADJUSTMENTS INCEPTION TO 9-30-24
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1EXPENSES PER K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ANNUAL REPORT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt021
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01497
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt192
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01497
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt192
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt221
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MUNICIPAL INCOME FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-16
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-840
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHY GELLATLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETERY
ReturnHeader/BusinessOfficerGrp/PhoneNum02123642736
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD L & F ANNETTE SCOTT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0621646107
ReturnHeader/Filer/PhoneNum02123642736
ReturnHeader/Filer/USAddress/AddressLine1Txt0340 9TH STREET N APT 276
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752565401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERRY M BALTHROP CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02333 FLORENCE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KELLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076262
ReturnHeader/PreparerPersonGrp/PhoneNum08174319220
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERRY M BALTHROP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-14T11:03:19-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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