Civic Intelligence

Frank G Daveler Foundation

990PF • Fiscal year 2023 • EIN 87-3535283

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 23, 2024

Organization Profile
5920 Goodlette-frank RoadNaples, FL 34109

(239) 451-6073

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

3rd percentile

-282%

Higher net margin than 3% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

19th percentile

-5.7%

Faster asset growth than 19% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,109,883

Down $248,831 (-5.7%) from 2022

Net Assets

Down

$4,109,883

Down $248,831 (-5.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin3rd percentile

Revenue

Down

$90,317

Down $4,486,748 (-98%) from 2022

Expenses

Up

$344,567

Up $126,216 (+58%) from 2022

Net Income

Down

-$254,250

Down $4,612,964 (-106%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2023

Assets$4,109,883
Liabilities$0
Net Assets$4,109,883
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

2023

Revenue$90,317
Expenses$344,567
Net Income-$254,250
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 23, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th 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
2024-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Dg Perry Pllc
Address
999 VANDERBILT BEACH RD SUITE 707, NAPLES, FL 34108
Preparer
Mitchel Ramos CPA
Phone
2392622279
Raw XML Appendix258 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/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02484
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-254250
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05419
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04109883
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04358714
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04109883
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0118955
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0118955
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01535208
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt036603
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0291843
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05920 GOODLETTE-FRANK ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NAPLES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BILLIE PORTER
IRS990PF/StatementsRegardingActyGrp/PhoneNum02397744400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL GRANT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION OF COLLIER COU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHAMPIONS FOR LEARNING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FLORIDA GULF COAST UNIVERSITY FOUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUB. CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUB. CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUB. CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01110 PINE RIDGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13606 ENTERPRISE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt210501 FGCU BLVD S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1SUITE 150
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0118955
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0216294
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0172888
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt043406
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0291843
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0172888
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt043406
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03619
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07237
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03619
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05419
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt046226
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13875
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt22750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2ACCOUNTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03875
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt046226
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12750
TaxesSchedule/TaxesDetail/Amt0130
TaxesSchedule/TaxesDetail/Amt1349
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX EXPENSE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0349
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0130
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NAPLES TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02397744000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-23
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/PreparationDt02024-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCHEL RAMOS CPA
ReturnHeader/ReturnTs02024-05-10T10:14:23-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BILLIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PORTER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,109,883
Liabilities
$0
Net assets
$4,109,883
Revenue
$90,317
Expenses
$344,567
Net income
-$254,250
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