NAIOP-SOUTH FLORIDA CHAPTER INC (EIN 592109509) - 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

1998

Legal Domicile

Principal Officer

DAN CIOCI

Phone

9549905116

Tax Period

2023-01-01 to 2023-12-31

NAIOP-SOUTH FLORIDA CHAPTER INC, founded in 1998, is a small nonprofit that reported $459K in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $618K exceeded revenue, resulting in a 35% operating deficit.

Mission

NAIOP SUPPORTS COMMERCIAL REAL ESTATE PROFESSIONALS WITH ADVOCACY, EDUCATION AND BUSINESS DEVELOPMENT OPPORTUNITIES CONNECTING MEMBERS THROUGH A POWERFUL SOUTH FLORIDA NETWORK AND IT'S AFFILIATION WITH THE NORTH AMERICAN NETWORK.

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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 $403,045

Program Service Revenue $73,547

Investment Income $727

Other Revenue $-18,397

TOTAL REVENUE $458,922

Expense Breakdown

Grants Paid $29,199

Salaries & Benefits $298,874

Fundraising Expenses $0

Other Expenses $290,395

TOTAL EXPENSES $618,468

Year-over-Year Comparison

	2023	2022	Change
Revenue	$458,922	$576,744	-0.2%
Expenses	$618,468	$603,636	+0.0%
Net Income	$-159,546	$-26,892	+4.9%

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

$170,196

Total Directors

$170,196

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LLOYD BERGER	DIRECTOR	0.10	Director	$0	$0	$0
AUDLEY BOSCH	DIRECTOR	0.10	Director	$0	$0	$0
MARK CORLEW	DIRECTOR	0.10	Director	$0	$0	$0
ERIC WOLF	DIRECTOR	0.10	Director	$0	$0	$0
MIKE NATHANSON	DIRECTOR	0.10	Director	$0	$0	$0
SANDRA PABON	DIRECTOR	0.10	Director	$0	$0	$0
AARON HIRSCHL	DIRECTOR	0.10	Director	$0	$0	$0
KYLE JONES	DIRECTOR	0.10	Director	$0	$0	$0
JASON TENENBAUM	DIRECTOR	0.10	Director	$0	$0	$0
EVAN BRODY	TREASURER & DIRECTOR	0.25	Officer Director	$0	$0	$0
DAN CIOCI	PRESIDENT & DIRECTOR	0.25	Officer Director	$0	$0	$0
C TODD EVERETT	DIRECTOR	0.10	Director	$0	$0	$0
BEN GENET	DIRECTOR	0.10	Director	$0	$0	$0
MERRITT ETNER	DIRECTOR	0.10	Director	$0	$0	$0
SANDRA PABON	DIRECTOR	0.10	Director	$0	$0	$0
FRED KAUB	DIRECTOR	0.10	Director	$0	$0	$0
RYAN GOGGINS	DIRECTOR	0.10	Director	$0	$0	$0
LAUREL OSWALD	DIRECTOR	0.10	Director	$0	$0	$0
GIAN RODRIGUEZ	DIRECTOR	0.10	Director	$0	$0	$0
ANDREW WAMSLEY	DIRECTOR	0.10	Director	$0	$0	$0
DOUG EAGON	CHAIRMAN'S CLUB-DIRECTOR	0.00	Director	$0	$0	$0
JOHN GEISEN	CHAIRMAN'S CLUB-DIRECTOR	0.00	Director	$0	$0	$0
MICHAEL SILVER	CHAIRMAN'S CLUB-DIRECTOR	0.00	Director	$0	$0	$0
ALICE LUCIA JACKSON	CHAIRMAN'S CLUB-DIRECTOR	0.00	Director	$0	$0	$0
HARLEY MILLER	CHAIRMAN'S CLUB-DIRECTOR	0.00	Director	$0	$0	$0
GEORGE PINCUS	CHAIRMAN'S CLUB-DIRECTOR	0.00	Director	$0	$0	$0
ANDY PETRY	CHAIRMAN'S CLUB-DIRECTOR	0.00	Director	$0	$0	$0
ERIC RAPKIN ESQ	CHAIRMAN'S CLUB-DIRECTOR	0.00	Director	$0	$0	$0
PIKE ROWLEY	CHAIRMAN'S CLUB-DIRECTOR	0.00	Director	$0	$0	$0
ORLANDO SHARPE	CHAIRMAN'S CLUB-DIRECTOR	0.00	Director	$0	$0	$0
ADELE STONE ESQ	CHAIRMAN'S CLUB-DIRECTOR	0.00	Director	$0	$0	$0
ERIC SWANSON	CHAIRMAN'S CLUB-DIRECTOR	0.00	Director	$0	$0	$0
MARK LEVY	CHAIRMAN'S CLUB-DIRECTOR	0.00	Director	$0	$0	$0
RYAN NEE	OFFICER & DIRECTOR	0.25	Officer Director	$0	$0	$0
CHRISTOPHER THOMSON	IMMEDIATE PAST PRESIDENT &	0.25	Officer Director	$0	$0	$0
ALEX GULICK	OFFICER & DIRECTOR	0.25	Officer Director	$0	$0	$0
LAUREN PACE	SECRETARY & DIRECTOR	0.25	Officer Director	$0	$0	$0
GREG MARTIN	OFFICER & DIRECTOR	0.25	Officer Director	$0	$0	$0
DARCIE LUNSFORD	OFFICER & DIRECTOR	0.25	Officer Director	$0	$0	$0
BRIAN DEPOTTER	OFFICER & DIRECTOR	0.25	Officer Director	$0	$0	$0
STEPHANIE RODRIGUEZ	OFFICER & DIRECTOR	0.25	Officer Director	$0	$0	$0
KENNETH STILES	OFFICER & DIRECTOR	0.25	Officer Director	$0	$0	$0
JULES MORGAN	EXECUTIVE DIRECTOR	40.00	Officer Director	$146,003	$24,193	$170,196

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	$458,922	$618,468	$195,334	$-159,546
2022	$576,744	$603,636	$354,882	$-26,892
2021	$550,923	$418,322	$386,515	$132,601
2020	$352,063	$386,825	$286,280	$-34,762
2019	$494,604	$557,181	$288,676	$-62,577
2018	$443,201	$512,652	$351,253	$-69,451

NAIOP-SOUTH FLORIDA CHAPTER INC