Civic Intelligence

Frank G Daveler Foundation

EIN 87-3535283 • Naples, FL

5920 Goodlette-frank RoadNaples, FL 34109
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-35%

Higher net margin than 12% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

27th percentile

-3.1%

Faster asset growth than 27% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

303%

Faster revenue growth than 95% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$3,981,586

Down $128,297 (-3.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,981,586

Down $128,297 (-3.1%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin12th percentile

Revenue

Up

$364,347

Up $274,030 (+303%) from 2023

Expenses

Up

$492,644

Up $148,077 (+43%) from 2023

Net Income

Up

-$128,297

Up $125,953 (+50%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$6.0M$4.0M$2.0M$0Assets 2022: $4,358,714Liabilities 2022: $0Net Assets 2022: $4,358,7142022Assets 2023: $4,109,883Liabilities 2023: $0Net Assets 2023: $4,109,8832023Assets 2024: $3,981,586Liabilities 2024: $0Net Assets 2024: $3,981,5862024

Highlighted filing

2024

Assets$3,981,586
Liabilities$0
Net Assets$3,981,586
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2022: $4,577,065Expenses 2022: $218,351Net Income 2022: $4,358,7142022Revenue 2023: $90,317Expenses 2023: $344,567Net Income 2023: -$254,2502023Revenue 2024: $364,347Expenses 2024: $492,644Net Income 2024: -$128,2972024

Highlighted filing

2024

Revenue$364,347
Expenses$492,644
Net Income-$128,297
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,981,586
Liabilities
$0
Net assets
$3,981,586
Revenue
$364,347
Expenses
$492,644
Net income
-$128,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.36$0.49$0.13
2023Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.09$0.34$0.25
2022Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$4.58$0.22$4.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 17, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Frank G Daveler Foundation
EIN
87-3535283
Phone
2394516073
Address
5920 GOODLETTE-FRANK ROAD, NAPLES, FL 34109

Signing Officer

Name
Naples Trust Company
Title
Trustee
Phone
2397744000
Signed
2025-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Dg Perry Pllc
Address
999 VANDERBILT BEACH RD SUITE 707, NAPLES, FL 34108
Preparer
Elizabeth M Buemi CPA
Phone
2392622279
Raw XML Appendix254 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANK G DAVELER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0873535283
ReturnHeader/Filer/PhoneNum02394516073
ReturnHeader/Filer/USAddress/AddressLine1Txt05920 GOODLETTE-FRANK ROAD
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833033790
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DG PERRY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0999 VANDERBILT BEACH RD SUITE 707
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034108
ReturnHeader/PreparerPersonGrp/PhoneNum02392622279
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH M BUEMI CPA
ReturnHeader/ReturnTs02025-05-08T09:06:45-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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