Bond Dealers of America (EIN 261907248) - 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

2008

Legal Domicile

Principal Officer

John Miller Chair

Phone

2022047903

Tax Period

2024-03-01 to 2025-02-28

Bond Dealers of America, founded in 2008, is a community nonprofit in the Community Improvement sector that reported $2.3M in total revenue in fiscal year 2024.

Mission

Focus on the unique business, market practice, regulatory, and legislative interests of middle market, sell-side, fixed income dealers.

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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 $21,000

Program Service Revenue $2,223,510

Investment Income $24,187

Other Revenue $0

TOTAL REVENUE $2,268,697

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,535,034

Fundraising Expenses $0

Other Expenses $942,600

TOTAL EXPENSES $2,477,634

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,268,697	$2,219,693	+0.0%
Expenses	$2,477,634	$2,501,587	0.0%
Net Income	$-208,937	$-281,894	-0.3%

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

Total Directors

Key Employees

$622,500

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
George Barbar	Chair	5.00	Officer	$0	$0	$0
Doug Vissicchio	Vice Chair	5.00	Officer	$0	$0	$0
Laura Elliott	Secretary-Treasurer	5.00	Officer	$0	$0	$0
Marc Dispense	Executive Committee	3.00	Director	$0	$0	$0
Kristin Maher	Executive Committee	3.00	Director	$0	$0	$0
John Miller	Executive Committee	3.00	Director	$0	$0	$0
L Michael Nicholas	CEO	40.00	Key Emp	$622,500	$0	$622,500
Greg Sitrin	Executive Committee	3.00	Director	$0	$0	$0
Mike Allen	Director	3.00	Director	$0	$0	$0
Tom Bajus	Director	3.00	Director	$0	$0	$0
Matt Boardman	Director	3.00	Director	$0	$0	$0
Brad Heitman	Director	3.00	Director	$0	$0	$0
Jason Lisec	Director	3.00	Director	$0	$0	$0
Carrie McCann	Director	3.00	Director	$0	$0	$0
Jay Plaskett	Director	3.00	Director	$0	$0	$0
Todd Shearer	Director	3.00	Director	$0	$0	$0
Blair Shwedo	Director	3.00	Director	$0	$0	$0
Ted Sobel	Director	3.00	Director	$0	$0	$0
Matt Boles	Ex Officio	3.00	Director	$0	$0	$0
Brian Brennan	Ex Officio	3.00	Director	$0	$0	$0
Dennis Clay	Ex Officio	3.00	Director	$0	$0	$0
Angelique David	Ex Officio	3.00	Director	$0	$0	$0
Noe Hinojosa	Ex Officio	3.00	Director	$0	$0	$0
Kathryn Phillips	Ex Officio	3.00	Director	$0	$0	$0
Alex Wallace	Ex Officio	3.00	Director	$0	$0	$0
Stephen Bolton	Employee	40.00	Highest	$321,396	$0	$321,396
Michael Decker	Employee	40.00	Highest	$368,460	$0	$368,460

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	$2,268,697	$2,477,634	$1,330,610	$-208,937
2024	No data	No data	No data	No data
2023	$2,166,990	$2,232,182	$1,130,569	$-65,192
2022	$1,943,031	$1,785,241	$1,529,554	$157,790
2021	$1,695,766	$1,899,919	$1,483,190	$-204,153
2020	$2,254,076	$2,329,728	$1,192,641	$-75,652
2019	$2,283,289	$2,576,639	$1,061,830	$-293,350

Bond Dealers of America