OHIO TRUCKING ASSOCIATION

EIN: 314268450

WESTERVILLE, OH

Total Revenue
$1,495,004
Total Expenses
$1,420,518
Total Assets
$1,742,473
Net Assets
$1,363,215
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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
1918
Legal Domicile
OH
Principal Officer
THOMAS A BALZER CAE
Phone
6142215375
Tax Period
2023-01-01 to 2023-12-31

OHIO TRUCKING ASSOCIATION, founded in 1918, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.4M left a modest 5% surplus.

Mission

TO EFFECTIVELY REPRESENT THE CONCERNS OF THE TRUCKING INDUSTRY TO INDUSTRY MEMBERS, GOVERNMENTAL AND REGULATORY BODIES, AND THE GENERAL PUBLIC. OTA IS FUTHER PLEDGED TO ASSIST MEMBER COMPANIES IN MANAGING THE IMPACT OF CHANGE IN THE TRUCKING PROFESSION AND TO ENHANCE THE PROFESSIONAL AND ECONOMIC GROWTH OF ITS MEMBERS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $448,686
Program Service Revenue $1,018,985
Investment Income $27,038
Other Revenue $295
TOTAL REVENUE $1,495,004

Expense Breakdown

Grants Paid $0
Salaries & Benefits $609,711
Fundraising Expenses $0
Program Expenses $1,081,838
Other Expenses $810,807
TOTAL EXPENSES $1,420,518

Year-over-Year Comparison

2023 2022 Change
Revenue $1,495,004 $1,296,470 +0.2%
Expenses $1,420,518 $1,283,635 +0.1%
Net Income $74,486 $12,835 +4.8%
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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Governance

Voting Members
27
Independent Members
27
Employees
5
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
5
$0
Total Directors
27
$0
Key Employees
1
$292,233
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TIM COWEN SECRETARY 1.00
Officer Director
$0 $0 $0
CHRIS BOBBITT BOARD MEMBER 1.00
Director
$0 $0 $0
WILLY JENNINGS BOARD MEMBER 1.00
Director
$0 $0 $0
BRAD RALSTON BOARD MEMBER 1.00
Director
$0 $0 $0
KIERA SULLIVAN BOARD MEMBER 1.00
Director
$0 $0 $0
ANTHONY TOMASE IMMEDIATE PAST CHAIR 1.00
Officer Director
$0 $0 $0
KEVIN BURCH BOARD MEMBER 1.00
Director
$0 $0 $0
ED DONOVAN BOARD MEMBER 1.00
Director
$0 $0 $0
TIM CHRULSKI BOARD MEMBER 1.00
Director
$0 $0 $0
MATHEW BIRDSALL BOARD MEMBER 1.00
Director
$0 $0 $0
TRACY LAWRENCE BOARD MEMBER 1.00
Director
$0 $0 $0
REBECCA POHL LIETTE TREASURER 1.00
Officer Director
$0 $0 $0
JONATHAN GAUPP CHAIRMAN 1.00
Officer Director
$0 $0 $0
JAY SEWELL VICE CHAIR 1.00
Officer Director
$0 $0 $0
STACY SADAR BOARD MEMBER 1.00
Director
$0 $0 $0
JOSEPH KEROLA BOARD MEMBER 1.00
Director
$0 $0 $0
MARK CARROCCE BOARD MEMBER 1.00
Director
$0 $0 $0
KEVIN MAST BOARD MEMBER 1.00
Director
$0 $0 $0
JEROLD RICHARDS BOARD MEMBER 1.00
Director
$0 $0 $0
RYAN RICHARDS BOARD MEMBER 1.00
Director
$0 $0 $0
MATT SELBY BOARD MEMBER 1.00
Director
$0 $0 $0
DOUG SOSKO BOARD MEMBER 1.00
Director
$0 $0 $0
ASHLEY VON DERAU BOARD MEMBER 1.00
Director
$0 $0 $0
RICHARD CROCKETT BOARD MEMBER 1.00
Director
$0 $0 $0
STEVE ZSULYA BOARD MEMBER 1.00
Director
$0 $0 $0
BRAD ROBBINS BOARD MEMBER 1.00
Director
$0 $0 $0
TERRY FINLEY BOARD MEMBER 1.00
Director
$0 $0 $0
THOMAS A BALZER CAE PRESIDENT AND CEO 40.00
Key Emp
$251,173 $41,060 $292,233
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 $1,495,004 $1,420,518 $1,742,473 $74,486
2022 $1,296,470 $1,283,635 $1,620,860 $12,835
2021 $1,376,164 $1,065,360 $1,648,517 $310,804
2020 $1,045,597 $911,127 $1,432,597 $134,470
2019 $1,325,679 $1,245,003 $1,256,571 $80,676
2018 $1,308,612 $1,250,261 $770,126 $58,351
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