Civic Intelligence

The O'Leary Foundation Bessemer Trust Co Fl Trustee

EIN 88-2395675 • Naples, FL

3777 Tamiami Trail North Ste 200Naples, FL 34103
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

93rd percentile

74%

Higher net margin than 93% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

35th percentile

$12,956

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-79%

Faster revenue growth than 2% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$8,775,598

Up $1,038,394 (+13%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$8,775,598

Up $1,038,394 (+13%) from 2023

Revenue

Down

$1,403,077

Down $5,177,180 (-79%) from 2023

Expenses

Up

$364,523

Up $344,432 (+1714%) from 2023

Net Income

Down

$1,038,554

Down $5,521,612 (-84%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2023: $7,737,204Liabilities 2023: $1Net Assets 2023: $7,737,2042023Assets 2024: $8,775,598Liabilities 2024: $0Net Assets 2024: $8,775,5982024

Highlighted filing

2024

Assets$8,775,598
Liabilities$0
Net Assets$8,775,598

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2023: $6,580,257Expenses 2023: $20,091Net Income 2023: $6,560,1662023Revenue 2024: $1,403,077Expenses 2024: $364,523Net Income 2024: $1,038,5542024

Highlighted filing

2024

Revenue$1,403,077
Expenses$364,523
Net Income$1,038,554

Filings