NAIOP OF NORTHEAST FLORIDA INC (EIN 592551921) - 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

1985

Legal Domicile

Principal Officer

ERIN SCOTT

Phone

9047308075

Tax Period

2023-01-01 to 2023-12-31

NAIOP OF NORTHEAST FLORIDA INC, founded in 1985, is a small nonprofit that reported $213K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year.

Mission

TO PROVIDE EDUCATION, NETWORKING, COMMUNICATION, AND PROMOTE PUBLIC POLICY FOR COMMERCIAL REAL ESTATE PROFESSIONALS IN NORTHEAST FLORIDA.

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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 $199,036

Program Service Revenue $0

Investment Income $3,671

Other Revenue $10,193

TOTAL REVENUE $212,900

Expense Breakdown

Grants Paid $500

Salaries & Benefits $16,172

Fundraising Expenses $0

Program Expenses $227,257

Other Expenses $210,585

TOTAL EXPENSES $227,257

Year-over-Year Comparison

	2023	2022	Change
Revenue	$212,900	$239,994	-0.1%
Expenses	$227,257	$222,973	+0.0%
Net Income	$-14,357	$17,021	-1.8%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID SMITH	DIRECTOR - PAST PRESIDENT	0.20	Director	$0	$0	$0
TREY WILSON	DIRECTOR AT LARGE	0.20	Director	$0	$0	$0
KATE CLIFFORD	DIRECTOR AT LARGE	0.20	Director	$0	$0	$0
JUSTIN MARKLEY	DIRECTOR AT LARGE	0.20	Director	$0	$0	$0
PAUL GRAINGER	DIRECTOR AT LARGE	0.50	Director	$0	$0	$0
KATIE KIRCHNER	PRESIDENT	0.20	Officer	$0	$0	$0
CHRISTIAN OLDENBURG	PRESIDENT ELECT	0.20	Officer	$0	$0	$0
LAURA GONZALEZ	VP OF PUBLIC AFFAIRS	0.50	Officer	$0	$0	$0
CHRIS WILSON	VP OF PUBLIC AFFAIRS	0.20	Officer	$0	$0	$0
ERIN SCOTT	TREASURER	0.20	Officer	$0	$0	$0
JEFF FRANDSEN	DEVELOPING LEADERS	0.20	Officer	$0	$0	$0
VINCE MCCORMACK	DIRECTOR - PAST PRESIDENT	0.20	Officer	$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
2023	$212,900	$227,257	$145,642	$-14,357
2022	$239,994	$222,973	$159,999	$17,021
2021	$216,848	$226,864	$142,978	$-10,016
2019	$200,508	$216,420	$182,115	$-15,912
2018	$195,669	$219,354	$198,027	$-23,685

NAIOP OF NORTHEAST FLORIDA INC