Nonprofit · EIN 59-2120628
NAPLES RETIREMENT INC
Tax-exempt · NAPLES, FL 34113
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $31,414 | $20,921 | $10,493 | $309,953 | $3,465 | $306,488 |
| February 28, 2025 | 990-PF | $30,211 | $22,969 | $7,242 | $299,320 | $3,325 | $295,995 |
| February 29, 2024 | 990-PF | $26,538 | $23,688 | $2,850 | $288,753 | $0 | $288,753 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Contributions, gifts and grants
- $6,414
- Net rental income
- $25,000
Expenses
- Grants and similar amounts paid
- $18,334
- Disbursements for charitable purposes
- $18,334
- Excise tax on investment income
- $348
Balance sheet and other
- Total assets, start of year
- $299,320
- Total assets, end of year
- $309,953
- Total liabilities, end of year
- $3,465
- Net assets, end of year
- $306,488
- Qualifying distributions
- $18,334
- Net investment income
- $25,000
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY LEWIS 1100 PINE RIDGE RD B 404, NAPLES, FL 34108 | PRESIDENT | 0 | $0 |
| CAROL FRIES 4580 EAGLE KEY CIR, NAPLES, FL 34112 | TREASURER | 0 | $0 |
| BARRY GERENSTEIN 7621 GARIBALDI CT, NAPLES, FL 34114 | VICE PRESIDE | 0 | $0 |
| LYNETTE CAHHILL 1069 BALD EAGLE DR 602, MARCO ISLAND, FL 34145 | SECRETARY | 0 | $0 |
990-PF for the year ended February 28, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY LEWIS 1100 PINE RIDGE RD B 404, NAPLES, FL 34108 | PRESIDENT | 0 | $0 |
| CAROL FRIES 4580 EAGLE KEY CIR, NAPLES, FL 34112 | TREASURER | 0 | $0 |
| BARRY GERENSTEIN 7621 GARIBALDI CT, NAPLES, FL 34114 | VICE PRESIDE | 0 | $0 |
| LYNETTE CAHHILL 1069 BALD EAGLE DR 602, MARCO ISLAND, FL 34145 | SECRETARY | 0 | $0 |
990-PF for the year ended February 29, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY LEWIS 1100 PINE RIDGE RD B 404, NAPLES, FL 34108 | PRESIDENT | 0 | $0 |
| CAROL FRIES 4580 EAGLE KEY CIR, NAPLES, FL 34112 | TREASURER | 0 | $0 |
| BARRY GERENSTEIN 7621 GARIBALDI CT, NAPLES, FL 34114 | VICE PRESIDE | 0 | $0 |
| LYNETTE CAHHILL 1069 BALD EAGLE DR 602, MARCO ISLAND, FL 34145 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 LELY PALM DRIVE F 247, NAPLES, FL 34113-8998
- Signed the 990-PF
- CAROL FRIES, TREASURER
- Phone
- (239) 272-9357
- Return prepared by
- CANNON BUSINESS SERVICES INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 59-2120628
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1982
- Accounting year ends
- February
- Files
- Form 990-PF
- Assets (IRS master file)
- $309,953
- Income (IRS master file)
- $31,414
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $31,414 | $20,921 | $309,953 | XML |
| 990-PF | February 2025 | $30,211 | $22,969 | $299,320 | XML |
| 990-PF | February 2024 | $26,538 | $23,688 | $288,753 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 2020 | – | – | – | IRS |
| 990-PF | February 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-2120628).
Questions about NAPLES RETIREMENT INC
- What is the EIN of NAPLES RETIREMENT INC?
- The employer identification number (EIN) of NAPLES RETIREMENT INC is 59-2120628.
- Is NAPLES RETIREMENT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to NAPLES RETIREMENT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NAPLES RETIREMENT INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NAPLES RETIREMENT INC due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NAPLES RETIREMENT INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of NAPLES RETIREMENT INC?
- The 990-PF for the year ended February 28, 2026 lists 4 people; 0 received compensation from the organization.
- How much revenue does NAPLES RETIREMENT INC have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $31,414, expenses of $20,921 and total assets of $309,953 at year end.
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