FBI AGENTS ASSOCIATION (EIN 133133514) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

NATALIE BARA

Phone

7032472173

Tax Period

2022-07-01 to 2023-06-30

FBI AGENTS ASSOCIATION, founded in 1980, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2017. The organization ran a surplus of $378K, a strong 25% operating margin.

Mission

TO PROMOTE AND ENCOURAGE PUBLIC INTEREST AND SUPPORT FOR THE WORK OF THE FBI AND TO ADVANCE AND SAFEGUARD THE CAREERS, ECONOMIC INTERESTS, AND WELFARE OF ACTIVE AND RETIRED AGENTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $75,000

Program Service Revenue $2,026,689

Investment Income $86,246

Other Revenue $21,384

TOTAL REVENUE $2,209,319

Expense Breakdown

Grants Paid $14,216

Salaries & Benefits $575,058

Fundraising Expenses $0

Other Expenses $1,284,547

TOTAL EXPENSES $1,873,821

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,209,319	$2,010,094	+0.1%
Expenses	$1,873,821	$1,781,636	+0.1%
Net Income	$335,498	$228,458	+0.5%

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
BRIAN O'HARE	FORMER PRESIDENT	5.00	Officer Director	$0	$0	$0
NATALIE BARA	PRESIDENT	3.00	Officer Director	$0	$0	$0
LISA REITER	TREASURER	3.00	Director	$0	$0	$0
JEN MORROW	DIRECTOR	3.00	Director	$0	$0	$0
PAT MCMONIGLE	DIRECTOR	3.00	Director	$0	$0	$0
DEREK DUNDON	DIRECTOR	3.00	Director	$0	$0	$0
CRAIG HENDERSON	DIRECTOR	3.00	Director	$0	$0	$0
JEAN O'CONNOR	FORMER EXECUTIVE DIRECTOR	40.00	Highest	$160,000	$0	$160,000
JULIA COHEN	EXECUTIVE DIRECTOR	40.00	Highest	$0	$0	$0
TRACI BANNON	MEMBERSHIP AND DEVELOPMENT DIRECTOR	40.00	Highest	$94,500	$3,576	$98,076

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,209,319	$1,873,821	$4,876,532	$335,498
2022	$2,010,094	$1,781,636	$4,435,132	$228,458
2021	$1,668,796	$1,374,301	$4,554,055	$294,495
2018	$1,533,226	$1,155,523	$3,330,692	$377,703

FBI AGENTS ASSOCIATION