THE AGMA HEALTH FUND (EIN 132643045) - 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

1968

Legal Domicile

Principal Officer

JULIE PRATA

Phone

2127653664

Tax Period

2023-09-01 to 2024-08-31

THE AGMA HEALTH FUND, founded in 1968, is a mid-sized nonprofit that reported $12.4M in total revenue in fiscal year 2023. Expenses of $11.2M left a modest 10% surplus.

Mission

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

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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 $0

Program Service Revenue $12,186,757

Investment Income $249,318

Other Revenue $0

TOTAL REVENUE $12,436,075

Expense Breakdown

Grants Paid $0

Salaries & Benefits $824,473

Fundraising Expenses $0

Other Expenses $453,145

TOTAL EXPENSES $11,178,779

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,436,075	$11,794,472	+0.1%
Expenses	$11,178,779	$15,042,766	-0.3%
Net Income	$1,257,296	$-3,248,294	-1.4%

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

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

$257,478

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RHONDA MURRAY	EXECUTIVE DIRECTOR	24.00	Officer	$204,961	$52,517	$257,478
SUZANNE HOLLISTER - EFF 1123	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
SAM WHEELER - THRU 1123	UNION TRUSTEE	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
JAMES ODOM - THRU 1123	UNION TRUSTEE	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	$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

THE AGMA HEALTH FUND