ALLIED AGENTS ASSOCIATION (EIN 363753068) - 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

1991

Legal Domicile

Principal Officer

WILLIAM LYON

Phone

6308284747

Tax Period

2025-01-01 to 2025-12-31

ALLIED AGENTS ASSOCIATION, founded in 1991, is a small nonprofit that reported $268K in total revenue in fiscal year 2025.

Mission

TO IMPROVE BUSINESS CONDITIONS THROUGHOUT THE MOVING AND STORAGE INDUSTRY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $221,515

Program Service Revenue $47,323

Investment Income $-1,144

Other Revenue $0

TOTAL REVENUE $267,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $122,445

Fundraising Expenses $0

Program Expenses $58,641

Other Expenses $147,763

TOTAL EXPENSES $270,208

Year-over-Year Comparison

	2025	2024	Change
Revenue	$267,694	$272,998	0.0%
Expenses	$270,208	$289,200	-0.1%
Net Income	$-2,514	$-16,202	-0.8%

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

N/A

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
KEVIN BECKSTEAD	President	5.00	Officer Director	$0	$0	$0
WILLIAM LYON	Executive Dir.	5.00	Director	$0	$0	$0
WALTER KELLER	Treasurer	5.00	Officer Director	$0	$0	$0
TOM OAKLEY	Vice President	5.00	Officer Director	$0	$0	$0
COLIN PIEPHO	Secretary	5.00	Officer Director	$0	$0	$0
DAN SIRACUSA	Director	2.00	Director	$0	$0	$0
BRITT LALIBERTE	Director	2.00	Director	$0	$0	$0
BILL DIRCKS	Director	2.00	Director	$0	$0	$0
DAVE MORSE	Director	2.00	Director	$0	$0	$0
JIM DORSETT	Director	2.00	Director	$0	$0	$0
STACEY BAKER	Director	2.00	Director	$0	$0	$0
BRIAN CAREY	Director	2.00	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	$267,694	$270,208	$111,943	$-2,514
2024	$272,998	$289,200	$133,150	$-16,202
2023	$253,446	$279,014	$134,921	$-25,568
2022	$237,682	$253,108	$160,481	$-15,426
2021	$214,956	$220,816	$175,866	$-5,860
2020	$223,324	$219,803	$181,732	$3,521
2019	$277,748	$279,020	$178,219	$-1,272
2018	$281,620	$288,264	$179,396	$-6,644

ALLIED AGENTS ASSOCIATION