NAIOP - WISCONSIN CHAPTER INC (EIN 200339736) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

JAMES VILLA

Phone

4146220006

Tax Period

2023-01-01 to 2023-12-31

NAIOP - WISCONSIN CHAPTER INC, founded in 2003, is a small nonprofit in the Community Improvement sector that reported $611K in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $115K, a strong 19% operating margin.

Mission

PROMOTION AND IMPROVEMENT OF THE COMMERCIAL REAL ESTATE INDUSTRY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $48,335

Program Service Revenue $476,397

Investment Income $3,218

Other Revenue $83,448

TOTAL REVENUE $611,398

Expense Breakdown

Grants Paid $0

Salaries & Benefits $247,073

Fundraising Expenses $0

Other Expenses $249,576

TOTAL EXPENSES $496,649

Year-over-Year Comparison

	2023	2022	Change
Revenue	$611,398	$412,235	+0.5%
Expenses	$496,649	$395,272	+0.3%
Net Income	$114,749	$16,963	+5.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$147,468

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BAILEY COPELAND	PRESIDENT	5.00	Officer Director	$0	$0	$0
DEREK TAYLOR	PRESIDENT ELECT	5.00	Officer Director	$0	$0	$0
NICK JUNG	TREASURER	5.00	Officer Director	$0	$0	$0
BRAD AMUNDSEN	SECRETARY	5.00	Officer Director	$0	$0	$0
LIZA ROMANS	IMMEDIATE PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
PHILIP AIELLO	DIRECTOR	5.00	Director	$0	$0	$0
JILL DIDIER	DIRECTOR	5.00	Director	$0	$0	$0
ERICA HARRIS	DIRECTOR	5.00	Director	$0	$0	$0
JEFF HOFFMAN	DIRECTOR	5.00	Director	$0	$0	$0
TOM IRGENS	DIRECTOR	5.00	Director	$0	$0	$0
ANITA MAHAMED	DIRECTOR	5.00	Director	$0	$0	$0
MATT MORONEY	DIRECTOR	5.00	Director	$0	$0	$0
MIKE RIOPEL	DIRECTOR	5.00	Director	$0	$0	$0
BRANDON SCHULTA	DIRECTOR	5.00	Director	$0	$0	$0
MARK THEINE	DIRECTOR	5.00	Director	$0	$0	$0
COREY TREMAINE	DIRECTOR	5.00	Director	$0	$0	$0
MIKE WANEZEK	DIRECTOR	5.00	Director	$0	$0	$0
JOEY WISNIEWSKI	DIRECTOR	5.00	Director	$0	$0	$0
JOHN FERGUSON	DIRECTOR	5.00	Director	$0	$0	$0
JAMES VILLA	EXEC. DIRECTOR	40.00	Officer	$137,434	$10,034	$147,468

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$611,398	$496,649	$344,026	$114,749
2022	$412,235	$395,272	$258,439	$16,963
2021	$369,338	$361,643	$241,476	$7,695
2020	$328,650	$325,326	$204,621	$3,324
2019	$399,606	$396,542	$210,297	$3,064
2018	$399,048	$377,231	$198,233	$21,817

NAIOP - WISCONSIN CHAPTER INC