National Association of State Farm Agent (EIN 237289508) - Form 990 Financial Analysis & Trantor Score

🔒

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

1973

Legal Domicile

Principal Officer

Bob Grunenwald

Phone

3126986202

Tax Period

2023-07-01 to 2024-06-30

National Association of State Farm Agent, founded in 1973, is a small nonprofit that reported $297K in total revenue in fiscal year 2023. The organization ran a surplus of $100K, a strong 34% operating margin.

Mission

To provide timely and insightful information to our memberships, foster a spirit of camarade and professional fellowship and work timelessly to maintain the independent contractor status of entrepreneurial opportunity of member agents.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $241,842

Program Service Revenue $19,890

Investment Income $32,862

Other Revenue $2,273

TOTAL REVENUE $296,867

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $196,557

TOTAL EXPENSES $196,557

Year-over-Year Comparison

	2023	2022	Change
Revenue	$296,867	$284,508	+0.0%
Expenses	$196,557	$303,192	-0.4%
Net Income	$100,310	$-18,684	-6.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bob Grunenwald	President	1.00	Officer Director	$0	$0	$0
Charmaine Barnes	Treasurer	1.00	Officer Director	$0	$0	$0
Clinton St Mosley	Director	1.00	Director	$0	$0	$0
Meghan Bowen	Director	1.00	Director	$0	$0	$0
Michael Lynbarger	Director	1.00	Director	$0	$0	$0
Nancy Zacherl	Director	1.00	Director	$0	$0	$0
Tyler Kercher	Director	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
2025	No data	No data	No data	No data
2024	$296,867	$196,557	$994,384	$100,310
2023	$284,508	$303,192	$857,814	$-18,684
2022	$269,686	$190,858	$845,597	$78,828
2021	$275,203	$195,957	$899,826	$79,246
2019	$242,622	$263,029	$661,583	$-20,407

National Association of State Farm Agent