Community Associations Institute Southeast Florida Chapter Inc (EIN 592426910) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

Joseph Napoli

Phone

9548160061

Tax Period

2024-01-01 to 2024-12-31

Community Associations Institute Southeast Florida Chapter Inc, founded in 1983, is a small nonprofit that reported $342K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $106K, a strong 31% operating margin.

Mission

Serves community associations and homeowners through seminars, workshops, conferences and education programs.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $183,878

Program Service Revenue $0

Investment Income $2,644

Other Revenue $155,613

TOTAL REVENUE $342,135

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $128,096

Other Expenses $236,594

TOTAL EXPENSES $236,594

Year-over-Year Comparison

	2024	2023	Change
Revenue	$342,135	$309,176	+0.1%
Expenses	$236,594	$380,949	-0.4%
Net Income	$105,541	$-71,773	-2.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

$61,875

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Executive Director	040.00	Director	$61,875	$0	$61,875
Michael Poorman	President	015.00	Director	$0	$0	$0
Jason Schoenholtz	President-Elect	015.00	Director	$0	$0	$0
Diana Zayas-Bazan	Vice-President	015.00	Director	$0	$0	$0
Sebastian Martinez	Treasuree	005.00	Director	$0	$0	$0
Diana Kuka	Secretary	005.00	Director	$0	$0	$0
Marcelo Martinez	Director	005.00	Director	$0	$0	$0
David Bermudez	Director	005.00	Director	$0	$0	$0
Roberto Blanch	Director	005.00	Director	$0	$0	$0
Jane Bolin	Director	005.00	Director	$0	$0	$0
Debbie Ellison	Director	005.00	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	$342,135	$236,594	$239,001	$105,541
2023	$309,176	$380,949	$143,436	$-71,773
2022	$320,648	$393,217	$208,292	$-72,569
2021	$225,166	$194,106	$223,489	$31,060

Community Associations Institute Southeast Florida Chapter Inc