NAIOP Central Florida Chapter 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

1989

Legal Domicile

Principal Officer

JAMES RICKARD

Phone

4072277461

Tax Period

2024-01-01 to 2024-12-31

NAIOP Central Florida Chapter Inc, founded in 1989, is a small nonprofit that reported $487K in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $132K, a strong 27% operating margin.

Mission

TO ASSIST IN PROFESSIONAL DEVELOPMENT OF MEMBERS OF THE REAL ESTATE INDUSTRY.

Program Service Accomplishments

Program 1

PROVIDE THE CENTRAL FLORIDA COMMERCIAL REAL ESTATE COMMUNITY WITH AN ASSOCIATION WHICH ENHANCES THE IMAGE AND PUBLIC PERCEPTION OF THE REAL ESTATE INDUSTRY.

Program 2

PROVIDE EDUCATION AND INDUSTRY INFORMATION TO MEMBERS THROUGH CONFERENCES AND CONVENTIONS.

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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 $367,609

Program Service Revenue $105,315

Investment Income $7,087

Other Revenue $7,085

TOTAL REVENUE $487,096

Expense Breakdown

Grants Paid $13,324

Salaries & Benefits $105,000

Fundraising Expenses $0

Other Expenses $236,722

TOTAL EXPENSES $355,046

Year-over-Year Comparison

	2024	2023	Change
Revenue	$487,096	$323,656	+0.5%
Expenses	$355,046	$381,038	-0.1%
Net Income	$132,050	$-57,382	-3.3%

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

$105,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATE PIETKIEWICZ	CHAPTER EXECUTIVE DIRECTOR	40.0	Officer	$105,000	$0	$105,000
DAVID EVANS JR	DIRECTOR	2.0	Director	$0	$0	$0
JAMES RICKARD	TREASURER	2.0	Officer Director	$0	$0	$0
JODY BARRY	PRESIDENT ELECT	2.0	Officer Director	$0	$0	$0
BOB MOSER	SECRETARY	2.0	Officer Director	$0	$0	$0
ALAN SHEPPARD	DIRECTOR	2.0	Director	$0	$0	$0
JACOB STERN	DIRECTOR	2.0	Director	$0	$0	$0
SHAYNA HANSEN	IMMEDIATE PAST PRESIDENT	2.0	Director	$0	$0	$0
JOHN POTTINGER	DIRECTOR	2.0	Director	$0	$0	$0
JOHN KRUSZEWSKI	DIRECTOR	2.0	Director	$0	$0	$0
KIRSTYN HOBLER	DIRECTOR	2.0	Director	$0	$0	$0
JUSTIN WEST	PRESIDENT	15.0	Officer Director	$0	$0	$0
DAMIEN MADSEN	DIRECTOR	2.0	Director	$0	$0	$0
FORREST ASKEW	DIRECTOR	2.0	Director	$0	$0	$0
MICHAEL GRAMBLIN	DIRECTOR	2.0	Director	$0	$0	$0
CHRIS POPPELL	DIRECTOR	2.0	Director	$0	$0	$0
RUSS CAMMACK	DIRECTOR	2.0	Director	$0	$0	$0
KENDRA CASSELL	DIRECTOR	2.0	Director	$0	$0	$0
EMRE SELIMATA	DIRECTOR	2.0	Director	$0	$0	$0
DAVID ZELLNER	DIRECTOR	2.0	Director	$0	$0	$0
MICHAEL WENSINGER	DIRECTOR	2.0	Director	$0	$0	$0
CHRIS WIMSATT	DIRECTOR	2.0	Director	$0	$0	$0
ROBBIE MCEWAN	DIRECTOR	2.0	Director	$0	$0	$0
SCOTT BELL	DIRECTOR	2.0	Director	$0	$0	$0
SALIM VALANI	DIRECTOR	2.0	Director	$0	$0	$0
NATHAN EISSLER	DIRECTOR	2.0	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	$487,096	$355,046	$414,136	$132,050
2023	$323,656	$381,038	$282,086	$-57,382
2022	$362,217	$267,922	$339,468	$94,295
2021	$285,270	$263,781	$245,173	$21,489
2020	$244,287	$194,259	$223,684	$50,028
2019	$338,844	$305,186	$173,956	$33,658
2018	$352,132	$265,527	$140,298	$86,605