FINANCIAL SECURITY PRODUCTS ASSOC (FSPA) (EIN 521014370) - 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

1973

Legal Domicile

Principal Officer

BJ HANSON

Phone

9196480664

Tax Period

2023-07-01 to 2024-06-30

FINANCIAL SECURITY PRODUCTS ASSOC (FSPA), founded in 1973, is a small nonprofit that reported $318K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

TO STRENGTHEN AND SUPPORT ITS MEMBERSHIP BY ENCOURAGING AND FACILITATING THE EXCHANGE OF INDUSTRY RELATED INFORMATION, PROVIDING EDUCATIONAL OPPORTUNITIES THROUGH CONVENTIONS AND SEMINARS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,876

Program Service Revenue $312,732

Investment Income $2

Other Revenue $529

TOTAL REVENUE $318,139

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $29,663

Program Expenses $245,916

Other Expenses $320,409

TOTAL EXPENSES $320,409

Year-over-Year Comparison

	2023	2022	Change
Revenue	$318,139	$275,511	+0.2%
Expenses	$320,409	$303,236	+0.1%
Net Income	$-2,270	$-27,725	-0.9%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT GILBERTSON	DIRECTOR	N/A	Director	$0	$0	$0
BRYCE GOOD	CHAIRMAN	N/A	Officer Director	$0	$0	$0
JON GRUTCHFIELD	DIRECTOR	N/A	Director	$0	$0	$0
DEANNA HARMON	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
MATT LYONS JR	DIRECTOR	N/A	Director	$0	$0	$0
DAVID PEPIN	SECRETARY-TR	N/A	Officer Director	$0	$0	$0
TABITHA SANSING	PRESIDENT	N/A	Officer Director	$0	$0	$0
BRIAN STRAUTMAN	DIRECTOR	N/A	Director	$0	$0	$0
MARK ZACHMEIER	DIRECTOR	N/A	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	$318,139	$320,409	$19,277	$-2,270
2023	$275,511	$303,236	$21,547	$-27,725
2022	$310,992	$295,807	$49,272	$15,185
2021	$288,246	$295,081	$34,087	$-6,835
2020	$213,993	$197,730	$40,922	$16,263
2019	$309,784	$295,693	$24,658	$14,091

FINANCIAL SECURITY PRODUCTS ASSOC (FSPA)