NAIOP SAN FRANCISCO BAY AREA CHAPTER (EIN 943063887) - 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

1988

Legal Domicile

Principal Officer

COLBY WICK

Phone

4153699625

Tax Period

2023-01-01 to 2023-12-31

NAIOP SAN FRANCISCO BAY AREA CHAPTER, founded in 1988, is a small nonprofit that reported $927K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

REAL ESTATE DEVELOPMENT EDUCATION FOR ITS MEMBERS.

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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 $358,191

Program Service Revenue $556,332

Investment Income $12,268

Other Revenue $0

TOTAL REVENUE $926,791

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $935,763

TOTAL EXPENSES $935,763

Year-over-Year Comparison

	2023	2022	Change
Revenue	$926,791	$746,151	+0.2%
Expenses	$935,763	$803,756	+0.2%
Net Income	$-8,972	$-57,605	-0.8%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COLBY WICK	PRESIDENT 2023	0.50	Director	$0	$0	$0
BRIANA HARNEY	PRESIDENT 2024	0.50	Director	$0	$0	$0
ADAM VOELKER	PRESIDENT - ELECT	0.50	Director	$0	$0	$0
KRISTINE NIELSON	TREASURER	3.00	Director	$0	$0	$0
CORI ENGLISH	SECRETARY	0.50	Director	$0	$0	$0
LAUREN ALDERS	DEVELOPING LEADERS CO-CHAIR	0.50	Director	$0	$0	$0
JORDAN ANGEL	NATIONAL BOARD MEMBER	0.50	Director	$0	$0	$0
CHRIS BANKE	SPONSORSHIP CO-CHAIR	0.50	Director	$0	$0	$0
TESS BRANDWEIN	GOVERNMENT AFFAIRS CO-CHAI	0.50	Director	$0	$0	$0
STEW CEDARLEAF	CREATE BOARD MEMBER	0.50	Director	$0	$0	$0
JON COLTON	MEMBERSHIP CO-CHAIR	0.50	Director	$0	$0	$0
DAN ENGLER	GOVERNMENT AFFAIRS COMMITTEE	0.50	Director	$0	$0	$0
DAVE KAROL	GOVERNMENT AFFAIRS COMMITTEE	0.50	Director	$0	$0	$0
ADAM LASOFF	BOARD MEMBER	0.50	Director	$0	$0	$0
JAMES NEARON	BOARD MEMBER	0.50	Director	$0	$0	$0
KELLAM NELSON	YPG CO-CHAIR	0.50	Director	$0	$0	$0
JUSTIN SHAPIRO	GOVERNMENT AFFAIRS CO-CHAI	0.50	Director	$0	$0	$0
MAXIM SHAPIRO	NED CO-CHAIR & PROGRAMS	0.50	Director	$0	$0	$0
BECKA STUDER	MARKETING & COMMUNICATIONS CHAIR	0.50	Director	$0	$0	$0
COURTNEY TRUNNELL	PROGRAMS CO-CHAIR	0.50	Director	$0	$0	$0
LAUREN YOUNG	I.D.E.A COMMITTEE	0.50	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	No data	No data	No data	No data
2023	$926,791	$935,763	$621,078	$-8,972
2022	$746,151	$803,756	$633,000	$-57,605
2021	$409,783	$534,168	$687,605	$-124,385
2020	$684,653	$369,857	$811,990	$314,796
2019	$875,710	$798,800	$497,194	$76,910
2018	$716,032	$654,088	$420,284	$61,944

NAIOP SAN FRANCISCO BAY AREA CHAPTER