OHIO TRUCKING 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

1918

Legal Domicile

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 ENHANCE THE PUBLIC IMAGE AND ECONOMIC GROWTH OF OUR MEMBERS BY PROMOTING SAFETY, INNOVATION AND PROFESSIONALISM IN THE TRUCKING INDUSTRY.

Program Service Accomplishments

Program 1

Expenses: $492,538 Revenue: $1,018,985

MEMBERSHIP SERVICES: OHIO TRUCKING ASSOCIATION PROVIDES NEWS BRIEFS, OHIO TRUCKING SAFETY COUNCIL BULLETINS, AND OHIO TRUCKING MAINTENANCE COUNCIL BULLETINS.

Program 2

Expenses: $589,300

TRAINING AND EDUCATION: THE ASSOCIATION SERVES MEMBERS THROUGH SEMINARS, COUNCIL MEETINGS, AND REGIONAL/STATE MEETINGS AND ALSO PROVIDES MEMBERS WITH INDUSTRY NEWS AND REGULATORY DEVELOPMENTS AS WELL...

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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 $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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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

Total Directors

Key Employees

$292,233

Highest Compensated

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