NAVIGATE GROUP 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

2021

Legal Domicile

Principal Officer

KEVIN ATKINSON

Phone

5018279488

Tax Period

2024-01-01 to 2024-12-31

NAVIGATE GROUP INC, founded in 2021, is a small nonprofit in the Mental Health sector that reported $320K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $272K, a strong 85% operating margin.

Mission

TO PROVIDE WELLNESS THROUGH THE INTERGRATION OF FAITH AND CLINICAL CARE. WE WANT TO EMPOWER OUR CLIENTS TO GROW FURTHER EMOTIONALLY, RELATIONALLY, AND SPIRITUALLY.

Program Service Accomplishments

Program 1

Expenses: $43,200 Revenue: $365

COUNSELING SERVICES TO EMPOWER OUR CLIENTS TO GROW FURTHER EMOTIONALLY, RELATIONALLY, AND SPIRITUALLY.

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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 $319,970

Program Service Revenue $134

Investment Income $231

Other Revenue $0

TOTAL REVENUE $320,335

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,537

Fundraising Expenses $0

Program Expenses $43,200

Other Expenses $13,125

TOTAL EXPENSES $48,662

Year-over-Year Comparison

	2024	2023	Change
Revenue	$320,335	$236,175	+0.4%
Expenses	$48,662	$302,151	-0.8%
Net Income	$271,673	$-65,976	-5.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WESLEY TRIP LEACH	TREASURER	1.00	Director	$0	$0	$0
BRYAN CHRISTIAN	SECRETARY	1.00	Director	$0	$0	$0
AARON KRUSE	MEMBER	1.00	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	$320,335	$48,662	No data	$271,673
2023	$236,175	$302,151	$5,362	$-65,976
2022	$-893,172	$722,433	$75,885	$-1,615,605
2021	$1,567,045	$157,137	$1,512,799	$1,409,908