NAIOP SAN DIEGO CHAPTER (EIN 953503190) - 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

1982

Legal Domicile

Principal Officer

GARY KATZ

Phone

8585094110

Tax Period

2025-01-01 to 2025-12-31

NAIOP SAN DIEGO CHAPTER, founded in 1982, is a small nonprofit that reported $673K in total revenue in fiscal year 2025. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $592K left a modest 12% surplus.

Mission

TO REPRESENT THE INTERESTS OF PROFESSIONALS IN INDUSTRIAL, OFFICE AND MIXED-USE REAL ESTATE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $577,458

Program Service Revenue $55,652

Investment Income $39,502

Other Revenue $0

TOTAL REVENUE $672,612

Expense Breakdown

Grants Paid $0

Salaries & Benefits $270,572

Fundraising Expenses $0

Program Expenses $153,306

Other Expenses $321,126

TOTAL EXPENSES $591,698

Year-over-Year Comparison

	2025	2024	Change
Revenue	$672,612	$498,240	+0.3%
Expenses	$591,698	$587,383	+0.0%
Net Income	$80,914	$-89,143	-1.9%

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

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

$270,572

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karen Burges	Executive Dir.	40.00	Officer	$270,572	$0	$270,572
PETER FRITZ	Director	0.05	Director	$0	$0	$0
KAITLIN ARDUINO	Director	0.05	Director	$0	$0	$0
GREG BOWMAN	Director	0.05	Director	$0	$0	$0
ANNIE CALDWELL	Director	0.05	Director	$0	$0	$0
NICK ALFORD	Director	0.05	Director	$0	$0	$0
Devin Beale	Director	0.05	Director	$0	$0	$0
Scott Bedingfield	Director	0.05	Director	$0	$0	$0
RYAN GROVE	Director	0.05	Director	$0	$0	$0
Jack Burger	Director	0.05	Director	$0	$0	$0
JACK MARSHALL	Director	0.05	Director	$0	$0	$0
RACHEL PARSONS	Director	0.05	Director	$0	$0	$0
PRIYA HUGGETT	Director	0.05	Director	$0	$0	$0
CHRIS HIGH	Director	0.05	Director	$0	$0	$0
PATRICK SCHLEHUBER	Director	0.05	Director	$0	$0	$0
Kevin Heinly	Director	0.05	Director	$0	$0	$0
TODD MAJCHER	Director	0.05	Director	$0	$0	$0
ALDON COLE	Director	0.05	Director	$0	$0	$0
Derek Hulse	Director	0.05	Director	$0	$0	$0
GARY KATZ	Treasurer	0.05	Officer Director	$0	$0	$0
ALYSSE COOPER	Director	0.05	Director	$0	$0	$0
RACHAEL ECKARDT	Director	0.05	Director	$0	$0	$0
Randy LaChance	Director	0.05	Director	$0	$0	$0
CARLY GLOVA	Director	0.05	Director	$0	$0	$0
ARIC STARCK	Director	0.05	Director	$0	$0	$0
Ron Pepper	Director	0.05	Director	$0	$0	$0
BRET MORRISS	Director	0.05	Director	$0	$0	$0
CORY LASHELL	Director	0.05	Director	$0	$0	$0
Ted Shaw	Director	0.05	Director	$0	$0	$0
BRENT SCHERTZER	President	0.05	Officer Director	$0	$0	$0
Brian Stanton	Director	0.05	Director	$0	$0	$0
MATT TRAINO	Director	0.05	Director	$0	$0	$0
KERRIE OZARSKI	Director	0.05	Director	$0	$0	$0
SCOTT MOFFATT	Director	0.05	Director	$0	$0	$0
LAUREN SUAZO	Director	0.05	Director	$0	$0	$0
CHUCK REITER	Director	0.05	Director	$0	$0	$0
SUMEET PAREKH	Director	0.05	Director	$0	$0	$0
ADAM ROBINSON	Director	0.05	Director	$0	$0	$0
GEORGE YERMANOS	Director	0.05	Director	$0	$0	$0
PETE SHEARER	PRESIDENT ELECT	0.05	Officer Director	$0	$0	$0
FERNANDO LANDA	Secretary	0.05	Officer Director	$0	$0	$0
JEFF STOKE	Director	0.05	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
2025	$672,612	$591,698	$1,342,040	$80,914
2024	$498,240	$587,383	$1,270,205	$-89,143
2023	$707,953	$519,334	$1,215,335	$188,619
2022	$485,067	$445,197	$1,139,114	$39,870
2021	$325,628	$346,591	$1,065,440	$-20,963
2020	$486,152	$331,640	$1,126,841	$154,512
2019	$439,146	$486,167	$1,037,306	$-47,021
2018	$433,239	$442,484	$1,001,856	$-9,245

NAIOP SAN DIEGO CHAPTER