Civic Intelligence

Kapnick Fund Inc.

990T • Fiscal year 2023 • EIN 82-1038131

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 23, 2024

Organization ProfileWWW.CFCOLLIER.ORG
1110 Pine Ridge Road No 200Naples, FL 34108

(239) 649-5000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2017: $5,054,282Liabilities 2017: $13,150Net Assets 2017: $5,041,1322017Assets 2018: $5,052,922Liabilities 2018: $0Net Assets 2018: $5,052,9222018Assets 2019: $5,074,222Liabilities 2019: $0Net Assets 2019: $5,074,2222019Assets 2020: $5,107,428Liabilities 2020: $61Net Assets 2020: $5,107,3672020Assets 2021: $5,671,278Liabilities 2021: $100,000Net Assets 2021: $5,571,2782021Assets 2022: $5,902,388Liabilities 2022: $75,000Net Assets 2022: $5,827,3882022Assets 2023: $6,290,777Liabilities 2023: $50,000Net Assets 2023: $6,240,7772023Assets 2024: $7,987,385Liabilities 2024: $1,025,000Net Assets 2024: $6,962,3852024

Latest loaded filing

2024

Assets$7,987,385
Liabilities$1,025,000
Net Assets$6,962,385
Open 2024 Filing

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $5,055,255Expenses 2017: $14,123Net Income 2017: $5,041,1322017Revenue 2018: $15,697Expenses 2018: $27,061Net Income 2018: -$11,3642018Revenue 2019: $46,934Expenses 2019: $25,972Net Income 2019: $20,9622019Revenue 2020: -$62,520Expenses 2020: $26,099Net Income 2020: -$88,6192020Revenue 2021: $638,860Expenses 2021: $156,910Net Income 2021: $481,9502021Revenue 2022: $360,745Expenses 2022: $196,144Net Income 2022: $164,6012022Revenue 2023: $329,335Expenses 2023: $346,865Net Income 2023: -$17,5302023Revenue 2024: $1,398,558Expenses 2024: $1,048,049Net Income 2024: $350,5092024

Latest loaded filing

2024

Revenue$1,398,558
Expenses$1,048,049
Net Income$350,509
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 23, 2024
Return Version
2022v7.0
Mission and Program Overview

Mission

A supporting organization operated exclusively for the benefit of the coummunity foundation of collier county, inc.

Filing and Contact Details

Filer

Filer Name
Kapnick Fund Inc
EIN
82-1038131
Phone
2396495000
Address
1110 PINE RIDGE ROAD NO 200, NAPLES, FL 34108

Signing Officer

Name
Eileen Connolly-keesler
Title
Treasurer
Phone
2396495000
Signed
2024-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Hill Barth & King LLC
Address
3838 TAMIAMI TRAIL NORTH SUITE 200, NAPLES, FL 34103
Preparer
Darby Beaverson
Phone
2392632111
Raw XML Appendix87 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.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0WENDY PONTING
IRS990T/BooksInCareOfDetail/PhoneNum02396495000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01110 PINE RIDGE ROAD NO 200
IRS990T/BooksInCareOfDetail/USAddress/CityNm0NAPLES
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd034108
IRS990T/BookValueAssetsEOYAmt06290777
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt04040
IRS990T/OverpaymentSection/OverpaymentAmt04040
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt04040
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS IN PRIVATE EQUITY FUNDS THAT GENERATE UNRELATED BUSINESS INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt04040
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EILEEN CONNOLLY-KEESLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02396495000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPNICK FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0KAPN
ReturnHeader/Filer/EIN0821038131
ReturnHeader/Filer/PhoneNum02396495000
ReturnHeader/Filer/USAddress/AddressLine1Txt01110 PINE RIDGE ROAD NO 200
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341897225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HILL BARTH & KING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03838 TAMIAMI TRAIL NORTH SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034103
ReturnHeader/PreparerPersonGrp/PhoneNum02392632111
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARBY BEAVERSON
ReturnHeader/ReturnTs02024-04-23T08:12:35-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EILEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CONNOLLY-KEESLER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.99$1.03$6.96$1.40$1.05$0.35
2023Detailed filing. Detailed filing data is available for this year.$6.29$0.05$6.24$0.33$0.35$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$5.90$0.08$5.83$0.36$0.20$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.67$0.10$5.57$0.64$0.16$0.48
2020Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.06$0.03$0.09
2019Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.05$0.03$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.02$0.03$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.05$0.01$5.04$5.06$0.01$5.04