THE AGMA HEALTH FUND

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

JULIE PRATA

Phone

8775788703

Tax Period

2024-09-01 to 2025-08-31

THE AGMA HEALTH FUND, founded in 1968, is a mid-sized nonprofit that reported $13.2M in total revenue in fiscal year 2024.

Mission

TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

Program Service Accomplishments

Program 1

TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $12,691,020

Investment Income $497,552

Other Revenue $0

TOTAL REVENUE $13,188,572

Expense Breakdown

Grants Paid $0

Salaries & Benefits $456,467

Fundraising Expenses $0

Other Expenses $550,665

TOTAL EXPENSES $13,688,229

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,188,572	$12,436,075	+0.1%
Expenses	$13,688,229	$11,178,779	+0.2%
Net Income	$-499,657	$1,257,296	-1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$261,334

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUZANNE HOLLISTER	UNION TRUSTEE	1.00	Director	$0	$0	$0
THERESA VON KLUG	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
KRISTI ROBERTS	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
STEPHANIE BASTA	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
BROOKS PARSONS	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
NICHOLAS I MARTIN	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
MARK WEINSTEIN	EMPLOYER TRUSTEE/CHAIRMAN	1.00	Director	$0	$0	$0
JEAN BRAHAM	UNION TRUSTEE	1.00	Director	$0	$0	$0
JOHN WARD	UNION TRUSTEE/CHAIRMAN	1.00	Director	$0	$0	$0
JOHN COLEMAN	UNION TRUSTEE	1.00	Director	$0	$0	$0
CANDACE ITOW	UNION TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY BOYD	UNION TRUSTEE - EFF 5/14/2025	1.00	Director	$0	$0	$0
RHONDA MURRAY	EXECUTIVE DIRECTOR - THRU 12/31/24	24.00	Officer	$206,876	$54,458	$261,334
DEBRA LEVIN	ACCOUNTANT - THRU 12/31/24	24.00	Highest	$116,296	$24,595	$140,891

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	$13,188,572	$13,688,229	$14,098,764	$-499,657
2024	$12,436,075	$11,178,779	$13,776,019	$1,257,296
2023	$11,794,472	$15,042,766	$13,698,972	$-3,248,294
2022	$11,809,609	$11,786,996	$15,758,571	$22,613
2021	$8,070,955	$8,400,164	$16,660,760	$-329,209
2020	$7,862,398	$8,137,192	$15,801,384	$-274,794
2019	$7,587,444	$7,489,955	$15,393,798	$97,489
2018	$7,078,424	$7,043,117	$14,831,403	$35,307