AGB Strategies (EIN 474663821) - 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

2015

Legal Domicile

Principal Officer

HENRY STOEVER

Phone

2022968400

Tax Period

2018-07-01 to 2019-06-30

AGB Strategies, founded in 2015, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2018. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $1.1M left a modest 6% surplus.

Mission

AGBIS partners with colleges and universities to create sustainable, innovative, and mission-focused solutions to adapt to the changing higher education environment.

🔒

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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,189,524

Investment Income $0

Other Revenue $32,278

TOTAL REVENUE $1,221,802

Expense Breakdown

Grants Paid $8,947

Salaries & Benefits $484,995

Fundraising Expenses $0

Program Expenses $1,016,999

Other Expenses $652,926

TOTAL EXPENSES $1,146,868

Year-over-Year Comparison

	2018	2017	Change
Revenue	$1,221,802	$2,184,883	-0.4%
Expenses	$1,146,868	$2,268,980	-0.5%
Net Income	$74,934	$-84,097	-1.9%

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

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

$1,114,306

Total Directors

$22,525

Key Employees

$326,579

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Verne O Sedlacek	Board Chair/Director	3.0	Officer Director	$0	$0	$0
Nelson A Carbonell	Board Chair	3.0	Officer Director	$0	$0	$0
Eric Blackhurst	Director	1.0	Director	$0	$0	$0
Shauna Diggs	Director	1.0	Director	$0	$0	$0
Juliet V Garcia	Director	1.0	Director	$0	$0	$0
Jim Geringer	Director	1.0	Director	$0	$0	$0
Linda Gooden	Director	1.0	Director	$0	$0	$0
Jeffrey Humber Jr	Director	1.0	Director	$0	$0	$0
Sally K Mason	Director	1.0	Director	$0	$0	$22,525
Angel L Mendez	Director	1.0	Director	$0	$0	$0
Ross Mugler	Director	1.0	Director	$0	$0	$0
Beverly Seay	Vice Chair/Director	3.0	Officer Director	$0	$0	$0
William E Trueheart	Director	1.0	Director	$0	$0	$0
Horacio Valeiras	Director	1.0	Director	$0	$0	$0
Richard A Beyer	Managing Principal	39.0	Officer	$376,237	$53,209	$429,446
Richard D Legon	Chief Executive Officer	1.0	Officer	$0	$84,987	$684,860
James Hundrieser	Associate Managing Principal	0.0	Key Emp	$303,020	$23,559	$326,579

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
2019	$1,221,802	$1,146,868	No data	$74,934

AGB Strategies