Southwest Heritage Inc Dba Naples Depot
Nonprofit profile at a glance
- EIN
- 591641624
- IRS 990 coverage
- 2025–2025
- Forms available
- Form 990 2025, Form 990-EZ 2024, Form 990-N 2022
- Location
- Naples, FL, USA
- Phone
- 2392621776
- Rating
- 60
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Historical Societies & Historic Preservation
Reported finances
- Revenue
- $122,407
- Expenses
- $27,158
- Assets
- $847,071
- Liabilities
- $627
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- LODGE MCKEE (PRESIDENT & DIRECTOR)
People named in this filing
- ERIC LEAFQUIST (SECRETARY)
- JIM WEIGEL (DIRECTOR)
- GEORGE TURCZN (DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Custodianship of the Naples Depot building and property. Since 2000 it has operated the Naples Lionel Train Museum which provides an educational and enrichment resource for Naples Florida and greater Naples communities.
What it reported doing in 2025
Educational resource enrichment resource for Naples, FL and the surrounding area.
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
SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 35
- Transparency & Controls: 92
- Accountability: 57
- Sustainability: 88
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 15.9%; rating input score 16
- Program expense ratio: 79%; rating input score 79
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 66.7%; rating input score 67; 21st percentile among comparable filings
- Governance controls: 3 of 7 controls in place; rating input score 43
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 77.8%; rating input score 97; 97th percentile among comparable filings
- Total-asset coverage ratio: 31.19; rating input score 98; 98th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 51; 51st percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 24% per year; rating input score 100; 89th percentile among comparable filings
- Asset growth: 53.7% per year; rating input score 100; 96th percentile among comparable filings
Details
- Where the money goes: 15.9% of revenue deployed · 79% of spending went to programs
- Governance: 4 of 6 board members independent · 3 of 7 filing controls reported
- Programs: 3 filed program accomplishments · $21K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 19 of 19 current checks pass
- Schedules: 4 filed schedules · includes major donors
- Contacts: How to reach this organization
- 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.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 16/100.
- Moderate — Accountability: Governance controls: 3 of 6 not reported.
- Review — Sustainability: Liabilities to assets ratio scored 51/100.