Artis—Naples

Legal name: Artis-naples Inc

Nonprofit profile at a glance

EIN
592322926
IRS 990 coverage
2010–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024, Form 990-T 2024
Location
Naples, FL, US
Phone
239-597-1900
Rating
86
Verdict
STRONG
Rating confidence
Moderate
Sector
Performing Arts Centers

Official website

Reported finances

Revenue
$41,970,006
Expenses
$42,376,505
Assets
$273,998,638
Liabilities
$13,616,890

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

48 people listed

Executive titles in this filing

  • KATHLEEN VAN BERGEN (CEO AND PRESIDENT)
  • DAVID FILNER (EXEC. VICE PRESIDENT OF OPERATIONS)
  • ALICE VAN ARSDALE (VICE PRESIDENT OF DEVELOPMENT)

Highest reported compensation

  • KATHLEEN VAN BERGEN (CEO AND PRESIDENT): $1,170,105 total reported compensation
  • PERRE EDWARDS (CHIEF FINANCIAL OFFICER & TREASURER): $452,318 total reported compensation
  • DAVID FILNER (EXEC. VICE PRESIDENT OF OPERATIONS): $451,897 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Artis—Naples is a 501(C)(3) not-for-profit organization whose mission is fulfilled by the generous support of our community.

What it reported doing in 2024

Please refer to schedule o for details regarding artis-naples, presenting and education season.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 95
  • Accountability: 98
  • Sustainability: 51
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 84%; rating input score 84
  • Program expense ratio: 74.6%; rating input score 75
  • Fundraising efficiency: $10.79 raised per $1 spent on fundraising; rating input score 40; 40th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 6 of 6 controls in place; rating input score 100
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 97.3%; rating input score 97; 31st percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -1%; rating input score 27; 27th percentile among comparable filings
  • Total-asset coverage ratio: 6.47; rating input score 87; 87th percentile among comparable filings
  • Liabilities to assets ratio: 0.05; rating input score 83; 83rd percentile among comparable filings
  • Officer compensation ratio: 8.4%; rating input score 28; 28th percentile among comparable filings

Growth

  • Program expense growth: 3.9% per year; rating input score 100; 33rd percentile among comparable filings
  • Revenue growth: 2.8% per year; rating input score 100; 24th percentile among comparable filings
  • Asset growth: 7.3% per year; rating input score 100; 50th percentile among comparable filings

Details

  • What they do: 13 programs and campaigns described on the official site
  • Where the money goes: 84% of revenue deployed · 74.6% of spending went to programs
  • Governance: 36 of 37 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $31.6M in reported program spending
  • Leadership: top reported pay $1.2M · 48 people listed · 6 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $3.9M reported
  • Consistency: 39 of 39 current checks pass
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 13 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 11 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 40/100.
  • High — Sustainability: Operating margin scored 27/100.
  • High — Sustainability: Officer compensation ratio scored 28/100.