SPECIAL AGENTS INSURANCE FUND

🔒

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

1935

Legal Domicile

Principal Officer

JEFFREY L CROCKER

Phone

2023592650

Tax Period

2023-01-01 to 2023-12-31

SPECIAL AGENTS INSURANCE FUND, founded in 1935, is a micro nonprofit that reported $28K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $90K exceeded revenue, resulting in a 220% operating deficit.

Mission

TO PROVIDE A SUM OF MONEY BY VOLUNTARY CONTRIBUTION FROM MEMBERS FOR PAYMENT TO THE DESIGNATED BENEFICIARY OR BENEFICIARIES OF DECEASED MEMBERS.

Program Service Accomplishments

Program 1

Expenses: $90,000 Revenue: $28,209

COLLECTION OF CONTRIBUTIONS FOR PAYMENT TO THE DESIGNATED BENEFICIARY OR BENEFICIARIES OF DECEASED MEMBERS.

🔒

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 $15,069

Program Service Revenue $13,160

Investment Income $21

Other Revenue $0

TOTAL REVENUE $28,250

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $90,000

Other Expenses $288

TOTAL EXPENSES $90,288

Year-over-Year Comparison

	2023	2022	Change
Revenue	$28,250	$22,411	+0.3%
Expenses	$90,288	$90,285	+0.0%
Net Income	$-62,038	$-67,874	-0.1%

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

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
JEFFREY L CROCKER	CHAIRMAN	0.50	Director	$0	$0	$0
KAY LEE KENNEDY	TREASURER	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$28,250	$90,288	$223,394	$-62,038
2022	$22,411	$90,285	$285,425	$-67,874
2021	$241,131	$390,000	$353,301	$-148,869
2020	$233,491	$120,000	$502,170	$113,491