THE NAPLES ROUNDTABLE INC

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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

2015

Legal Domicile

Principal Officer

TERESA SUMMERS

Phone

2026640926

Tax Period

2020-01-01 to 2020-12-31

THE NAPLES ROUNDTABLE INC, founded in 2015, is a micro nonprofit in the Social Science sector that reported $93K in total revenue in fiscal year 2020. Revenue surged 131% from the prior year, signaling strong growth momentum. Expenses of $84K left a modest 10% surplus.

Mission

IDENTIFICATION AND EXPOSITION OF SUBSTANTIVE AND PROCEDURAL ISSUES OF PATENT LAW AND PRACTICE.

Program Service Accomplishments

Program 1

Expenses: $81,907 Revenue: $92,600

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...

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.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $92,600

Investment Income $0

Other Revenue $0

TOTAL REVENUE $92,600

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $81,907

Other Expenses $83,707

TOTAL EXPENSES $83,707

Year-over-Year Comparison

	2020	2019	Change
Revenue	$92,600	$40,068	+1.3%
Expenses	$83,707	$74,418	+0.1%
Net Income	$8,893	$-34,350	-1.3%

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

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
GARY HOFFMAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
ANDREW S BALUCH	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
TERESA SUMMERS	SECRETARY/TREASURER	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
2020	$92,600	$83,707	$203,064	$8,893
2019	$40,068	$74,418	$194,171	$-34,350