Civic Intelligence

Frank G Daveler Foundation

990PF • Fiscal year 2022 • EIN 87-3535283

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

Organization Profile
5920 Goodlette-frank RoadNaples, FL 34109

(239) 262-2279

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

96th percentile

95%

Higher net margin than 96% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

$4,358,714

No earlier filing loaded for comparison.

Net Assets

$4,358,714

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin96th percentile

Revenue

$4,577,065

No earlier filing loaded for comparison.

Expenses

$218,351

No earlier filing loaded for comparison.

Net Income

$4,358,714

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2022

Assets$4,358,714
Liabilities$0
Net Assets$4,358,714
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$4,577,065
Expenses$218,351
Net Income$4,358,714
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFLORIDA GULF COAST UNIVERSITY FOUNDGENERAL GRANTPUB. CHARITYFORT MYERS, FL, US$100,000
Paid GrantCHAMPIONS FOR LEARNINGGENERAL GRANTPUB. CHARITYNAPLES, FL, US$50,000
Paid GrantCOMMUNITY FOUNDATION OF COLLIER COUGENERAL GRANTPUB. CHARITYNAPLES, FL, US$30,000
Filing and Contact Details

Filer

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

Signing Officer

Name
Naples Trust Company
Title
Trustee
Phone
2397744000
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bodine Perry Pllc
Address
999 VANDERBILT BEACH RD SUITE 707, NAPLES, FL 34108
Preparer
Mitchel Ramos CPA
Phone
2392622279
Raw XML Appendix246 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/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0143289
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02865774
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt043406
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt031672
TaxesSchedule/TaxesDetail/Amt0333
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX EXPENSE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0333
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NAPLES TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02397744000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANK G DAVELER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0873535283
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/BusinessNameLine1Txt0BODINE 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/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCHEL RAMOS CPA
ReturnHeader/ReturnTs02023-05-15T13:19:13-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEANNINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STETSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,358,714
Liabilities
$0
Net assets
$4,358,714
Revenue
$4,577,065
Expenses
$218,351
Net income
$4,358,714
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