ORGANIC TRADE ASSOCIATION (EIN 232341522) - 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

1985

Legal Domicile

Principal Officer

TOM CHAPMAN

Phone

2024038520

Tax Period

2023-01-01 to 2023-12-31

ORGANIC TRADE ASSOCIATION, founded in 1985, is a community nonprofit that reported $5.8M in total revenue in fiscal year 2023. Expenses of $5.2M left a modest 11% surplus.

Mission

OTA'S MISSION IS TO PROMOTE AND PROTECT ORGANIC WITH A UNIFYING VOICE THAT SERVES AND ENGAGES ITS DIVERSE MEMBERS FROM FARM TO MARKETPLACE. OTA'S VISION IS TO GROW ORGANIC TO ACHIEVE EXCELLENCE IN AGRICULTURE & COMMERCE, PROTECT THE ENVIRONMENT & ENHANCE COMMUNITY WELL-BEING.

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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 $5,253,627

Program Service Revenue $486,610

Investment Income $4,204

Other Revenue $25,360

TOTAL REVENUE $5,769,801

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,234,002

Fundraising Expenses $103,963

Program Expenses $3,999,745

Other Expenses $2,918,585

TOTAL EXPENSES $5,152,587

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,769,801	$5,429,927	+0.1%
Expenses	$5,152,587	$5,908,764	-0.1%
Net Income	$617,214	$-478,837	-2.3%

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

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

$231,460

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL SCHIEFER	DIRECTOR	5.00	Director	$0	$0	$0
TRACY FAVRE	PRESIDENT	3.00	Officer Director	$0	$0	$0
ANN MARIE HOURIGAN	DIRECTOR	3.00	Director	$0	$0	$0
BRITT LUNDGREN	SECRETARY	5.00	Officer Director	$0	$0	$0
KELLEE JAMES	DIRECTOR	3.00	Director	$0	$0	$0
DOUG CRABTREE	DIRECTOR	3.00	Director	$0	$0	$0
ADAM WARTHESEN	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
DAVID LIVELY	DIRECTOR	3.00	Director	$0	$0	$0
DANIELLA VELAZQUEZ DE LEON	DIRECTOR	3.00	Director	$0	$0	$0
BOB KAAKE	DIRECTOR	3.00	Director	$0	$0	$0
DOMENIC BORRELLI	TREASURER	5.00	Officer Director	$0	$0	$0
HEIDI DEISTEL	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL E MENES	DIRECTOR	3.00	Director	$0	$0	$0
MATTHEW DILLON	DIRECTOR	3.00	Director	$0	$0	$0
EDWARD FISH	DIRECTOR	3.00	Director	$0	$0	$0
TOM CHAPMAN	CEO & EXECUTIVE DIRECTOR	40.00	Officer	$231,460	$0	$231,460
STEPHANIE JERGER	VP OF OPERATIONS	40.00	Highest	$127,280	$0	$127,280
VIOLET BATCHA	SR. DIRECTOR OF MARKETING AND COMMUNICATIONS	40.00	Highest	$112,639	$0	$112,639
PETER MIHALICK	SR. DIRECTOR OF GOVERNMENT AFFAIRS	40.00	Highest	$108,337	$0	$108,337

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	No data	No data	No data	No data
2023	$5,769,801	$5,152,587	$2,138,692	$617,214
2022	$5,429,927	$5,908,764	$1,705,177	$-478,837
2021	$5,359,548	$4,584,056	$1,599,389	$775,492
2020	$4,933,922	$4,447,332	$963,858	$486,590
2019	$5,079,322	$5,080,940	$487,416	$-1,618
2018	$5,236,313	$5,215,560	$1,103,561	$20,753

ORGANIC TRADE ASSOCIATION