The Naples Roundtable Inc

Nonprofit profile at a glance

EIN
475236637
IRS 990-EZ coverage
2021–2024
Forms available
Form 990 2020, Form 990-EZ 2024, Form 990-N 2015
Location
Alexandria, VA, USA
Phone
2026640926
Rating
88
Verdict
STRONG
Rating confidence
Moderate
Sector
Law, Jurisprudence

Reported finances

Revenue
$189,328
Expenses
$120,395
Assets
$450,407
Liabilities
$0

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

Leadership & pay

4 people listed

Executive titles in this filing

  • ANDREW S BALUCH (CO-PRESIDENT)
  • TERESA SUMMERS (CO-PRESIDENT/TREASURER)

People named in this filing

  • MICHAEL DZWONCZYK (DIRECTOR)
  • TERESA STANK REA (DIRECTOR)
  • ANDREW S BALUCH (CO-PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

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

Overview

Mission

Educational corporation engaged in the advanced study of domestic and international intellectual property law and policy in fostering the exchange of ideas, viewpoints and scholarly papers among leading jurists and practitioners in intellectual property field, and in organizing conferences and other special events for selected invitees.

What it reported doing in 2024

Identification and exposition of substantive and procedural issues of patent law and practice at the federal circuit, supreme court and patent trial and appeal board.

Operating model

Revenue model
Earned-program. 69% of the money available for current operations came from fees and other program revenue.
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.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. No material rating questions were generated from the available inputs.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 100
  • Sustainability: 85
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 63.6%; rating input score 64
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 36.4%; rating input score 87; 87th percentile among comparable filings
  • Total-asset coverage ratio: 3.74; rating input score 93; 93rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 57.9% per year; rating input score 100; 93rd percentile among comparable filings
  • Revenue growth: 27.7% per year; rating input score 100; 89th percentile among comparable filings
  • Asset growth: 18.3% per year; rating input score 100; 78th percentile among comparable filings

Details

  • Where the money goes: 63.6% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $120K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 4 filing years from 2021 to 2024
  • 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.