AGMA RELIEF FUND (EIN 136155701) - 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

1960

Legal Domicile

Principal Officer

J AUSTIN BITNER

Phone

2122653687

Tax Period

2023-10-01 to 2024-09-30

AGMA RELIEF FUND, founded in 1960, is a small nonprofit in the Human Services sector that reported $178K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Net assets of $2.4M represent 160 months of operating reserves.

Mission

TO PROVIDE ASSISTANCE TO MEMBERS OF AGMA WHO ARE NEEDY, AGED OR INFIRM, AND FOR THE PURPOSE OF CAREER RETRAINING FOR MEMBERS OF AGMA WHO TERMINATE THEIR ACTIVE CAREERS AS PERFORMERS.

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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 $69,571

Program Service Revenue $0

Investment Income $108,372

Other Revenue $0

TOTAL REVENUE $177,943

Expense Breakdown

Grants Paid $96,674

Salaries & Benefits $0

Fundraising Expenses $3,944

Program Expenses $135,558

Other Expenses $91,403

TOTAL EXPENSES $188,077

Year-over-Year Comparison

	2023	2022	Change
Revenue	$177,943	$163,858	+0.1%
Expenses	$188,077	$164,423	+0.1%
Net Income	$-10,134	$-565	+16.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN COLEMAN	TRUSTEE	0.50	Director	$0	$0	$0
BRUCE DONNELL	TRUSTEE	0.50	Director	$0	$0	$0
DANIEL DUELL	TRUSTEE	0.50	Director	$0	$0	$0
CANDACE ITOW	TRUSTEE	0.50	Director	$0	$0	$0
GERALD OTTE	TRUSTEE	0.50	Director	$0	$0	$0
LINDA MAYS	TRUSTEE	0.50	Director	$0	$0	$0
NED HANLON	CHAIR	0.50	Officer	$0	$0	$0
SAM WHEELER	FORMER EXECUTIVE DIRECTOR	0.50	Officer	$0	$0	$0
J AUSTIN BITNER	TREASURER	0.50	Officer	$0	$0	$0
ALLISON BECK	INTERIM EXECUTIVE DIRECTOR	0.50	Officer	$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	No data	No data	No data	No data
2024	$177,943	$188,077	$2,471,760	$-10,134
2023	$163,858	$164,423	$2,088,939	$-565
2022	$237,294	$127,575	$2,031,353	$109,719
2021	$1,042,434	$959,773	$2,325,318	$82,661
2020	$1,060,555	$985,378	$2,039,111	$75,177
2019	$99,815	$107,837	$1,759,920	$-8,022
2018	$106,076	$97,668	$1,744,574	$8,408

AGMA RELIEF FUND