NAIFA - FLORIDA INC (EIN 590856103) - 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

1968

Legal Domicile

Phone

8037645147

Tax Period

2024-01-01 to 2024-12-31

NAIFA - FLORIDA INC, founded in 1968, is a small nonprofit that reported $551K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $484K left a modest 12% surplus.

Mission

EMPOWERING FINANCIAL PROFESSIONALS AND CONSUMERS THROUGH WORLD-CLASS ADVOCACY AND EDUCATION.

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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 $508,690

Investment Income $15,402

Other Revenue $26,574

TOTAL REVENUE $550,666

Expense Breakdown

Grants Paid $0

Salaries & Benefits $49,824

Fundraising Expenses $0

Other Expenses $434,079

TOTAL EXPENSES $483,903

Year-over-Year Comparison

	2024	2023	Change
Revenue	$550,666	$491,079	+0.1%
Expenses	$483,903	$562,566	-0.1%
Net Income	$66,763	$-71,487	-1.9%

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

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

$16,547

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM HENRY	DIRECTOR	2.00	Director	$0	$0	$0
GLENN RITCHIE	DIRECTOR	2.00	Director	$0	$0	$0
GRACE STATEN	DIRECTOR	2.00	Director	$0	$0	$0
PEACHIE THOMPSON	DIRECTOR	2.00	Director	$0	$0	$0
CRAIG RODRIGUE	DIRECTOR	2.00	Director	$0	$0	$0
CURTIS JAMES	DIRECTOR	2.00	Director	$0	$0	$0
JEFF CHERNOFF	PAST PRESIDENT	2.00	Officer	$0	$0	$0
MAUREEN KIRSCHHOFER	PRESIDENT	2.00	Officer	$0	$0	$0
CHERYL CANZANELLA-LEWIS	PRESIDENT ELECT	2.00	Officer	$0	$0	$0
PATRICK GARRABRANT	SEC/TREASURER	2.00	Officer	$0	$0	$0
TOM ASHLEY	CEO	40.00	Officer	$16,547	$0	$16,547

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	$550,666	$483,903	$635,526	$66,763
2023	$491,079	$562,566	$528,131	$-71,487
2022	$608,384	$691,991	$458,576	$-83,607
2021	$612,828	$653,329	$714,329	$-40,501
2020	$640,169	$655,043	$709,653	$-14,874
2019	$701,569	$757,121	$742,606	$-55,552
2018	$651,772	$663,596	$826,422	$-11,824

NAIFA - FLORIDA INC