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The Naples Roundtable INC FY2020 filing

Tax-deductible

Alexandria, VA501(c)(3)Social ScienceEIN 47-5236637Revenue $93K in FY2020

On file with the IRSthenaplesroundtableinc.org1626 Belle View Blvd Unit 7215, 22307-8007 · Alexandria, VATax-exempt since Dec 2015Publicly supported — 509(a)(2)

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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.

501(c)(3) charity; gifts are tax-deductible.
98¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Spent on programs
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
29 mo
of spending, in cash
Looks good: 29.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$93K
Spent
$84K
To programs
98%
Net assets
$203K
By yearFY2020–FY2024
Revenue
$93K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$93K
FY2021$43K
FY2022$133K
FY2023$176K
FY2024$189K
Net assets
$203K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$203K
FY2021$231K
FY2022$337K
FY2023$381K
FY2024$450K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 2015.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $82K Management & general 2% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation
Gary Hoffman
President
$0Pt VII · Sec A
Andrew S Baluch
Vice President
$0Pt VII · Sec A
Teresa Summers
Secretary/Treasurer
$0Pt VII · Sec A
See The Naples Roundtable INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Analyzes and explains key patent law issues before federal courts and the PTAB.

Questions for The Naples Roundtable INC

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Provided by the organization

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1 program · $82K · in their own filed words · FY2020
01

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.

$82Kprogram expense

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$93K
Ln 12
Fees for servicesLn 2g$93K
Money outPt IX
$84K
Ln 25
Programscol B$82K
Managementcol C$2K
Owns and owesPt X
$203K
net assets · Ln 32
Cash and savingsLn 1–2$203K
Total assetsLn 16$203K
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$93K
Total revenueLn 12$93K
Assets in detailPt X, end of year
CashLn 1$203K
Cash and savings togetherLn 1–2$203K
Total assetsLn 16$203K
LiabilitiesLn 26$0
Net assetsLn 32$203K
OperationsPt I, VI
EmployeesI 50
VolunteersI 63
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$194K$203K
Total assetsLn 16$194K$203K
LiabilitiesLn 26$0$0
Net assetsLn 32$194K$203K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$2K$2K
Office expensesLn 13$1K$1K
Other expenses (24a–d)Ln 24$81K$81K
Total functional expensesLn 25$84K$82K$2K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $189K$450K 990 PDF
FY2023 $176K$381K 990 PDF
FY2022 $133K$337K 990 PDF
FY2021 $43K$231K 990 PDF
FY2020 Viewing $93K$84K$9K$203K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $92,600 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $40,068$92,600
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $40,068$92,600
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $74,418$83,707
I-18 Total expensesPrior year $74,418$83,707
I-19 Revenue less expensesPrior year −$34,350$8,893
Part VI · Governance 3 of 3 board members independent, 4 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $92,600 across 2 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $92,600$92,600
VIII-12 Total revenueRelated to mission $92,600 · Unrelated business $0 · Excluded from tax $0$92,600
Part IX · Statement of functional expenses $83,707 across 3 lines filed
IX-11c Accounting feesManagement $1,800$1,800
IX-13 Office expensesPrograms $1,260$1,260
IX-24 Other expenses (24a–d)Programs $80,647$80,647
IX-25 Total functional expensesPrograms $81,907 · Management $1,800 · Fundraising $0$83,707
Part X · Balance sheet $203,064 assets, 5 lines filed
X-1 Cash, non-interest-bearingStart of year $194,171$203,064
X-16 Total assetsStart of year $194,171$203,064
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $194,171$203,064
X-33 Total liabilities and net assetsStart of year $194,171$203,064
Part XI · Reconciliation of net assets $203,064 net assets at year end
XI-1 Total revenue$92,600
XI-2 Total expenses$83,707
XI-3 Revenue less expenses$8,893
XI-4 Net assets at start of year$194,171
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$203,064

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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