NATIONAL PAPER TRADE ASSOCIATION

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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

1903

Legal Domicile

Principal Officer

MARK SWETS

Phone

3126735938

Tax Period

2024-01-01 to 2024-12-31

NATIONAL PAPER TRADE ASSOCIATION, founded in 1903, is a small nonprofit that reported $963K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

TO FOSTER AND PROMOTE THE INTERESTS AND WELFARE OF THE PAPER DISTRIBUTING TRADE AND TO HELP PAPER DISTRIBUTORS RUN THEIR BUSINESSES MORE EFFICIENTLY, ECONOMICALLY, AND PROFITABLY.

Program Service Accomplishments

Program 1

MEMBERSHIP EXPENSES ARE FOR MEETINGS WITH DISTRIBUTORS, TRAVEL TO CONFERENCES WITH DISTRIBUTORS, AND THE DELIVERY AND PRESENTATION OF RESEARCH AND EDUCATIONAL MATERIALS TO PAPER AND PLASTICS...

MEMBERSHIP EXPENSES ARE FOR MEETINGS WITH DISTRIBUTORS, TRAVEL TO CONFERENCES WITH DISTRIBUTORS, AND THE DELIVERY AND PRESENTATION OF RESEARCH AND EDUCATIONAL MATERIALS TO PAPER AND PLASTICS DISTRIBUTORS AND SUPPLIERS.

Program 2

CONFERENCES AND ANNUAL CONVENTION PROVIDE A FORUM FOR PAPER DISTRIBUTORS AND SUPPLIERS TO COMMUNICATE AND ENHANCE BUSINESS RELATIONSHIPS.

Program 3

PDC - ANNUAL MEETING PROVIDES THE CHANCE FOR THE PAPER CHANNEL'S FINEST THOUGHT LEADERS TO EXAMINE CURRENT TRENDS AND DISCUSS PRESSING ISSUES FACING OUR INDUSTRY IN AN ATMOSPHERE OF CANDOR AND TRUST...

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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 $450,623

Program Service Revenue $467,749

Investment Income $44,187

Other Revenue $56

TOTAL REVENUE $962,615

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $974,333

TOTAL EXPENSES $974,333

Year-over-Year Comparison

	2024	2023	Change
Revenue	$962,615	$880,197	+0.1%
Expenses	$974,333	$840,759	+0.2%
Net Income	$-11,718	$39,438	-1.3%

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

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
GREG LOVENSHEIMER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
CORY TURNER	FIRST VICE CHAIR	1.00	Officer Director	$0	$0	$0
GERRY KLUG	SECOND VICE CHAIR	1.00	Officer Director	$0	$0	$0
ED ALLEN	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN HARGROVE	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
CRAIG BOORTZ	DIRECTOR	1.00	Director	$0	$0	$0
JEFF PFISTER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL CHARAPATA	DIRECTOR	1.00	Director	$0	$0	$0
ALAIN VILLEMURE	DIRECTOR	1.00	Director	$0	$0	$0
STEVE DALY	DIRECTOR	1.00	Director	$0	$0	$0
KATIE ZORN	DIRECTOR	1.00	Director	$0	$0	$0
BEAU TYNES	DIRECTOR	1.00	Director	$0	$0	$0
MARK SWETS	EXECUTIVE DIRECTOR	40.00	Officer	$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
2024	$962,615	$974,333	$1,343,709	$-11,718
2023	$880,197	$840,759	$1,199,606	$39,438
2022	$723,458	$800,309	$1,215,970	$-76,851
2021	$527,409	$544,769	$1,427,841	$-17,360
2020	$691,417	$793,896	$1,166,342	$-102,479
2019	$995,697	$980,651	$1,304,402	$15,046
2018	$931,373	$938,886	$1,183,556	$-7,513