NAPLES TAKE A SOLDIER FISHING INC (EIN 464731427) - 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

2007

Legal Domicile

Principal Officer

STEVE LOYD

Phone

2392891971

Tax Period

2024-01-01 to 2024-12-31

NAPLES TAKE A SOLDIER FISHING INC, founded in 2007, is a micro nonprofit in the Human Services sector that reported $78K in total revenue in fiscal year 2024. The organization ran a surplus of $27K, a strong 34% operating margin.

Mission

TO SHOW APPRECIATION TOWARDS ACTIVE, RETIRED, AND/OR WOUNDED SOLDIERS THROUGH A SOCIAL EVENT

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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 $136,334

Program Service Revenue $0

Investment Income $0

Other Revenue $-57,906

TOTAL REVENUE $78,428

Expense Breakdown

Grants Paid $40,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,000

Other Expenses $11,452

TOTAL EXPENSES $51,452

Year-over-Year Comparison

	2024	2023	Change
Revenue	$78,428	$77,912	+0.0%
Expenses	$51,452	$46,382	+0.1%
Net Income	$26,976	$31,530	-0.1%

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

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
STEVE LOYD	PRESIDENT	5.00	Officer Director	$0	$0	$0
DANNY ROGERS	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JAMIE LOYD	ASSISTANT VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MARY MAPES	TREASURER	5.00	Officer Director	$0	$0	$0
TRACY ROGERS	SECRETARY	5.00	Officer Director	$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	$78,428	$51,452	$202,546	$26,976
2023	$77,912	$46,382	$175,570	$31,530
2022	$29,187	$41,050	$144,040	$-11,863
2021	$26,094	$612	$155,903	$25,482
2019	$46,664	$1,723	$126,726	$44,941

NAPLES TAKE A SOLDIER FISHING INC