CAPTIVA ISLAND PROPERTY OWNERS ASSOCIATION INC (EIN 651042957) - 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

2000

Legal Domicile

Principal Officer

Rene Miville

Phone

2399386813

Tax Period

2024-10-01 to 2025-09-30

CAPTIVA ISLAND PROPERTY OWNERS ASSOCIATION INC, founded in 2000, is a micro nonprofit in the Housing & Shelter sector that reported $72K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $82K exceeded revenue, resulting in a 14% operating deficit.

Mission

Sponsor of Captiva Community Panel, a community planning group that holds community meetings and workshops to coordinate with Lee County on land use, development, public safety and environmental issues on Captiva Island.

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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 $71,452

Program Service Revenue $0

Investment Income $489

Other Revenue $0

TOTAL REVENUE $71,941

Expense Breakdown

Grants Paid $35,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $81,894

Other Expenses $46,894

TOTAL EXPENSES $81,894

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,941	$53,695	+0.3%
Expenses	$81,894	$156,313	-0.5%
Net Income	$-9,953	$-102,618	-0.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Jensen	Director	1	Director	$0	$0	$0
Ken Suarez	Director	1	Director	$0	$0	$0
Linda Laird	Director	1	Director	$0	$0	$0
Margarethe Thye-Miville	Director	1	Director	$0	$0	$0
John Wade	Director	1	Director	$0	$0	$0
Michael Bennett	Director	1	Director	$0	$0	$0
Jon Rosen	Director	1	Director	$0	$0	$0
Sandy Stilwell Youngquist	Treasurer	1	Officer	$0	$0	$0
Bruce McDonald	Vice president	1	Officer	$0	$0	$0
David Mintz	President	5	Officer	$0	$0	$0
Tony Lapi	Secretary	1	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
2025	$71,941	$81,894	$210,399	$-9,953
2024	$53,695	$156,313	$220,352	$-102,618
2023	$143,987	$75,717	$322,970	$68,270
2022	$121,123	$85,850	$254,700	$35,273
2021	$264,570	$139,046	$219,427	$125,524

CAPTIVA ISLAND PROPERTY OWNERS ASSOCIATION INC