AGENA (EIN 203316363) - 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

2005

Legal Domicile

Principal Officer

CHRISTINE TROTTER

Phone

5098655898

Tax Period

2024-04-01 to 2025-03-31

AGENA, founded in 2005, is a mid-sized nonprofit in the Human Services sector that reported $21.8M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $21.6M, a strong 99% operating margin.

Mission

AGENA IS A SUPPORT ORGANIZATION TO YVFWC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $18,375,000

Program Service Revenue $0

Investment Income $3,718,873

Other Revenue $-269,521

TOTAL REVENUE $21,824,352

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $177,936

TOTAL EXPENSES $177,936

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,824,352	$18,077,718	+0.2%
Expenses	$177,936	$44,173	+3.0%
Net Income	$21,646,416	$18,033,545	+0.2%

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

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

$1,119,139

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM SAK	CHAIR	1.00	Officer Director	$0	$0	$0
VIRGINIA SANTILLANES	VICE CHAIR	1.00	Officer Director	$0	$0	$0
PATRICIA MYERS	TREASURER	1.00	Officer Director	$0	$0	$0
ADRIAN OCHOA	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRISTINE TROTTER	CHIEF EXECUTIVE OFFICER	1.00	Officer	$0	$28,824	$714,807
GRACE ALMAGUER	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$59,715	$404,332

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	$21,824,352	$177,936	$122,571,577	$21,646,416
2024	$18,077,718	$44,173	$100,762,211	$18,033,545
2023	$19,123,586	$26,243	$83,012,147	$19,097,343
2022	$277,638	$8,277,996	$63,481,520	$-8,000,358
2021	$21,904,761	$1,421,272	$72,585,237	$20,483,489
2020	$13,677,015	$1,195,877	$57,883,280	$12,481,138
2019	$10,771,624	$569,450	$44,917,695	$10,202,174
2018	$338,883	$432,555	$32,258,795	$-93,672

AGENA