NAPLES HISTORICAL SOCIETY FOUNDATION INC

EIN: 611619223 501(c)(3) Arts, Culture & Humanities

NAPLES, FL

Total Revenue
$5,779,249
Total Expenses
$623,170
Total Assets
$13,187,208
Net Assets
$13,187,208
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
FL
Principal Officer
GINNY VERAS
Phone
2392618164
Tax Period
2024-07-01 to 2025-06-30

NAPLES HISTORICAL SOCIETY FOUNDATION INC, founded in 2010, is a community nonprofit in the Arts, Culture & Humanities sector that reported $5.8M in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.2M, a strong 89% operating margin.

Mission

NAPLES HISTORICAL SOCIETY FOUNDATION, INC. EXISTS TO SUPPORT NAPLES HISTORICAL SOCIETY, INC., A NONPROFIT DEDICATED TO PRESERVING NAPLES HISTORY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,217,009
Program Service Revenue $0
Investment Income $1,562,240
Other Revenue $0
TOTAL REVENUE $5,779,249

Expense Breakdown

Grants Paid $575,000
Salaries & Benefits $0
Fundraising Expenses $1,406
Program Expenses $621,764
Other Expenses $48,170
TOTAL EXPENSES $623,170

Year-over-Year Comparison

2024 2023 Change
Revenue $5,779,249 $3,233,008 +0.8%
Expenses $623,170 $315,867 +1.0%
Net Income $5,156,079 $2,917,141 +0.8%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
9

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$300,192
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHARLIE MUELLER CHAIRMAN 0.50
Officer Director
$0 $0 $0
GINNY VERAS TREASURER 0.50
Officer Director
$0 $0 $0
DARRIN PHILLIPS DIRECTOR 0.50
Director
$0 $0 $0
JOE BURKE VICE CHAIRMAN 0.50
Officer Director
$0 $0 $0
SHARON VON ARX DIRECTOR 0.50
Director
$0 $0 $0
JULIANNE GRACE DIRECTOR 0.50
Director
$0 $0 $0
TOM OLIVERI DIRECTOR 0.50
Director
$0 $0 $0
GARY PERSONETTE DIRECTOR 0.50
Director
$0 $0 $0
ELAINE REED PRESIDENT & CEO (THRU JUNE 2024) 1.00
Officer
$0 $0 $181,923
NANCY DAGHER EXECUTIVE DIRECTOR 1.00
Officer
$0 $0 $118,269
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $5,779,249 $623,170 $13,187,208 $5,156,079
2024 No data No data No data No data
2023 $448,156 $625,550 $7,366,847 $-177,394
2022 $150,784 $167,000 $6,820,111 $-16,216
2021 $608,014 $635,321 $7,740,326 $-27,307
2020 $1,059,290 $494,436 $6,786,860 $564,854
2019 $771,891 $145,015 $6,381,399 $626,876
2018 $338,969 $901,577 $5,611,748 $-562,608
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