Naples Retirement Inc

Naples, FL
Tax-exempt since Jan. 1982
EIN: 59-2120628

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$30.2k (2025)

Expenses

$23k (2025)

Total Assets

$299k (2025)

Total Liabilities

$3.33k (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Feb.
2025

Revenue

$30,211

Expenses

$22,969

Net Income

$7,242

Net Assets

$295,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,211	17.2%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,904	91.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$299,320
Total Liabilities	$3,325
Net Assets	$295,995

Compensation

Key Employees and Officers	Compensation	Other
Nancy Lewis (President)	$0	$0
Carol Fries (Treasurer)	$0	$0
Barry Gerenstein (Vice Preside)	$0	$0
Lynette Cahhill (Secretary)	$0	$0

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990-PF

Filed on May 27, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2024

Revenue

$26,538

Expenses

$23,688

Net Income

$2,850

Net Assets

$288,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,538	5.8%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,605	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$288,753
Total Liabilities	$0
Net Assets	$288,753

Compensation

Key Employees and Officers	Compensation	Other
Nancy Lewis (President)	$0	$0
Carol Fries (Treasurer)	$0	$0
Barry Gerenstein (Vice Preside)	$0	$0
Lynette Cahhill (Secretary)	$0	$0

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990-PF

Filed on July 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2023

Revenue

$26,375

Expenses

$26,172

Net Income

$203

Net Assets

$285,903

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,375	5.2%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,020	91.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$285,903
Total Liabilities	$0
Net Assets	$285,903

Compensation

Key Employees and Officers	Compensation	Other
Nancy Lewis (President)	$0	$0
Carol Fries (Treasurer)	$0	$0
Barry Gerenstein (Vice Preside)	$0	$0
Lynette Cahhill (Secretary)	$0	$0

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990-PF

Filed on June 27, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2022

Revenue

$27,500

Expenses

$41,299

Net Income

-$13,799

Net Assets

$285,700

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,500	9.1%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,837	94.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$285,700
Total Liabilities	$0
Net Assets	$285,700

Compensation

Key Employees and Officers	Compensation	Other
Nancy Lewis (President)	$0	$0
Carol Fries (Treasurer)	$0	$0
Barry Gerenstein (Vice Preside)	$0	$0
Lynette Cahhill (Secretary)	$0	$0

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990-PF

Filed on Sept. 21, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Feb.
2021

Revenue

$26,940

Expenses

$21,130

Net Income

$5,810

Net Assets

$299,498

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,940	7.2%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,306	86.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$299,499
Total Liabilities	$1
Net Assets	$299,498

Compensation

Key Employees and Officers	Compensation	Other
Nancy Lewis (President)	$0	$0
Carol Fries (Treasurer)	$0	$0
Barry Gerenstein (Vice Preside)	$0	$0
Lynette Cahhill (Secretary)	$0	$0

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990-PF

Filed on Oct. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2020

Revenue

$37,434

Expenses

$43,581

Net Income

-$6,147

Net Assets

$293,688

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,134	32.4%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,709	93.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$293,689
Total Liabilities	$1
Net Assets	$293,688

Compensation

Key Employees and Officers	Compensation	Other
Nancy Lewis (President)	$0	$0
Cassie Bliss (Treasurer)	$0	$0
Barry Gerenstein (Vice Preside)	$0	$0
Tim Miller (Secretary)	$0	$0

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990-PF

Filed on Sept. 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2019

Revenue

$34,624

Expenses

$38,642

Net Income

-$4,018

Net Assets

$299,836

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,624	27.8%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,799	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$299,836
Total Liabilities	$0
Net Assets	$299,836

Compensation

Key Employees and Officers	Compensation	Other
Nancy Lewis (President)	$0	$0
Cassie Bliss (Treasurer)	$0	$0
Barry Gerenstein (Vice Preside)	$0	$0
Tim Miller (Secretary)	$0	$0

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990-PF

Filed on June 19, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2018

Revenue

$32,161

Expenses

$18,515

Net Income

$13,646

Net Assets

$303,854

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,161	22.3%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,334	93.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$303,854
Total Liabilities	$0
Net Assets	$303,854

Compensation

Key Employees and Officers	Compensation	Other
Lynette Cahill (Secretary)	$0	$0
Chris Hagen (President)	$0	$0
Nancy Lewis (Vice Preside)	$0	$0
Cassie Bliss (Treasurer)	$0	$0

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990-PF

Filed on Oct. 3, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2017

Revenue

$36,413

Expenses

$32,014

Net Income

$4,399

Net Assets

$290,208

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,413	31.3%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,908	90.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$290,208
Total Liabilities	$0
Net Assets	$290,208

Compensation

Key Employees and Officers	Compensation	Other
Lynette Cahill (Secretary)	$0	$0
Chris Hagen (President)	$0	$0
Abbe Hankin (Vice President)	$0	$0
Tim Miller (Director)	$0	$0
Carol Fries (Treasurer)	$0	$0

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990-PF

Filed on Aug. 2, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2016

Revenue

$36,329

Expenses

$36,719

Net Income

-$390

Net Assets

$285,809

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,324	31.2%
Interest Revenue	$5	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,807	92.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$285,809
Total Liabilities	$0
Net Assets	$285,809

Compensation

Key Employees and Officers	Compensation	Other
Lynette Cahill (Secretary)	$0	$0
Chris Hagen (President)	$0	$0
Abbe Hankin (Vice Preside)	$0	$0
Tim Miller (Director)	$0	$0
Carol Fries (Treasurer)	$0	$0

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990-PF

Filed on Aug. 29, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2015

Revenue

$36,510

Expenses

$36,824

Net Income

-$314

Net Assets

$286,199

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,498	31.5%
Interest Revenue	$12	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,518	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$286,199
Total Liabilities	$0
Net Assets	$286,199

Compensation

Key Employees and Officers	Compensation	Other
Edward A Huber (Secretary)	$0	$0
Chuck Nuechterlein (President)	$0	$0
Abbe Hankin (Vice Preside)	$0	$0
Tim Miller (Director)	$0	$0
Carol Fries (Treasurer)	$0	$0

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990-PF

Filed on Oct. 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2014

Revenue

$34,491

Expenses

$24,645

Net Income

$9,846

Net Assets

$286,513

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,483	27.5%
Interest Revenue	$8	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,744	88.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$286,513
Total Liabilities	$0
Net Assets	$286,513

Compensation

Key Employees and Officers	Compensation	Other
Carol Fries (Treasurer)	$0	$0
Charles E Cortright (Director)	$0	$0
Barry Gerenstein (Director)	$0	$0
Harry J Barford Jr (Director)	$0	$0
Abbe Hankin (Vice President)	$0	$0
Chuck Neuchterline (Director)	$0	$0
Julia Harris (Director)	$0	$0
H Peter Lyberg (Director)	$0	$0
Thomas Japczyk (Director)	$0	$0
Chris Hagan (President)	$0	$0
Robert Hinklin (Director)	$0	$0
Edward A Huber (Secretary)	$0	$0

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990-PF

Filed on July 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2013

Revenue

$32,426

Expenses

$34,762

Net Income

-$2,336

Net Assets

$276,666

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,417	22.9%
Interest Revenue	$9	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,980	80.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$276,667
Total Liabilities	$1
Net Assets	$276,666

990-PF

Filed on Jan. 10, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2012

Revenue

$31,880

Expenses

$35,211

Net Income

-$3,331

Net Assets

$279,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,866	21.5%
Interest Revenue	$14	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,179	71.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$279,003
Total Liabilities	$1
Net Assets	$279,002

990-PF

Primary tax return for a private foundation's activities, finances, and governance

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated February 25, 2026

Naples Retirement Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $30.2k (2025)

Expenses $23k (2025)

Total Assets $299k (2025)

Total Liabilities $3.33k (2025)

Tax Filings by Year

Fiscal Year Ending Feb. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$30.2k (2025)

Expenses

$23k (2025)

Total Assets

$299k (2025)

Total Liabilities

$3.33k (2025)

Fiscal Year Ending Feb.
2025

Fiscal Year Ending Feb.
2024

Fiscal Year Ending Feb.
2023

Fiscal Year Ending Feb.
2022

Fiscal Year Ending Feb.
2021

Fiscal Year Ending Feb.
2020

Fiscal Year Ending Feb.
2019

Fiscal Year Ending Feb.
2018

Fiscal Year Ending Feb.
2017

Fiscal Year Ending Feb.
2016

Fiscal Year Ending Feb.
2015

Fiscal Year Ending Feb.
2014

Fiscal Year Ending Feb.
2013

Fiscal Year Ending Feb.
2012

Fiscal Year Ending Feb.
2011

Fiscal Year Ending Feb.
2010

Fiscal Year Ending Feb.
2009

Fiscal Year Ending Feb.
2008

Fiscal Year Ending Feb.
2007

Fiscal Year Ending Feb.
2006

Fiscal Year Ending Feb.
2005

Fiscal Year Ending Feb.
2004

Fiscal Year Ending Feb.
2003

Fiscal Year Ending Dec.
2001