NAIOP Sacramento Valley Chapter (EIN 261637046) - 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

2008

Legal Domicile

Phone

2796673840

Tax Period

2024-01-01 to 2024-12-31

NAIOP Sacramento Valley Chapter, founded in 2008, is a small nonprofit in the Community Improvement sector that reported $244K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $222K left a modest 9% surplus.

Mission

A) TO UNITE PERSONS ACTIVELY ENGAGED IN, OR INTERESTED IN THE DEVELOPMENT, MANAGEMENT, INVESTMENT IN AND THE FINANCING OF COMMERCIAL REAL ESTATE THROUGH MEMBERSHIP IN A NON-PROFIT ASSOCIATION,B) TO DEVELOP BETTER STANDARDS FOR THE DEVELOPMENT, OWNERSHIP AND OPERATION OF COMMERICAL REAL ESTATE THROUGH RESEARCH, DISCUSSION AND EXCHANGE OF INFORMATION,C) TO PROVIDE OPPORTUNITIES FOR MEMBERS TO INCREASE THEIR KNOWLEDGE OF THE COMMERICAL REAL ESTATE INDISTURY, AND TO INCREASE THEIR INDIVIDUAL CAPABILITIES, AND D) TO ENHANCE THE GENERAL PUBLIC'S IMAGE 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $244,220

Investment Income $0

Other Revenue $0

TOTAL REVENUE $244,220

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $221,972

TOTAL EXPENSES $221,972

Year-over-Year Comparison

	2024	2023	Change
Revenue	$244,220	$263,875	-0.1%
Expenses	$221,972	$246,623	-0.1%
Net Income	$22,248	$17,252	+0.3%

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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eric Edelmayer	President	0.50	Officer Director	$0	$0	$0
Bryan McKrell	President Elect	0.50	Officer Director	$0	$0	$0
Jerry Gamboa	Treasurer	0.50	Officer Director	$0	$0	$0
Roland Neary	Director	0.50	Director	$0	$0	$0
Tom Wight	Director	0.50	Director	$0	$0	$0
Russell Austin	Director	0.50	Director	$0	$0	$0
Drew Bocook	Director	0.50	Director	$0	$0	$0
Sean Merold	Director	0.50	Director	$0	$0	$0
Larry Kelley	Director	0.50	Director	$0	$0	$0
Tim Schaedler	Director	0.50	Director	$0	$0	$0
Winnie Ward	Director	0.50	Director	$0	$0	$0
Donna Clark	Past President	0.50	Director	$0	$0	$0
Julia M Cochran	Executive Dir.	5.00	Officer	$0	$0	$0

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	$244,220	$221,972	$81,257	$22,248
2023	$263,875	$246,623	$56,999	$17,252
2021	$250,409	$231,709	$27,060	$18,700
2020	$20,028	$31,517	$8,360	$-11,489
2019	$147,967	$166,282	$39,198	$-18,315
2018	$133,953	$152,840	$45,971	$-18,887

NAIOP Sacramento Valley Chapter