TRADEWINDS SERVICES INC

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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

1967

Legal Domicile

Principal Officer

Jon Gold

Phone

2199450100

Tax Period

2024-07-01 to 2025-06-30

TRADEWINDS SERVICES INC, founded in 1967, is a mid-sized nonprofit in the Health Care sector that reported $20.1M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $18.9M left a modest 6% surplus.

Mission

Provides services and support to individuals with special needs to help them realize their full potential.

Program Service Accomplishments

Program 1

Expenses: $980,810 Revenue: $846,409

Provides services and support to individuals with special needs to help them realize their full potential code 624100 childrens

Program 2

Expenses: $4,928,409 Revenue: $5,322,818

Provides services and support to individuals with special needs to help them realize their full potential code 624310, Adult

Program 3

Expenses: $9,718,971 Revenue: $9,985,570

Provides services and support to individuals with special needs to help them realize their full potential code 623990, Residential

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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 $2,694,692

Program Service Revenue $16,154,797

Investment Income $635,315

Other Revenue $567,448

TOTAL REVENUE $20,052,252

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,852,020

Fundraising Expenses $657,046

Program Expenses $15,628,190

Other Expenses $5,078,676

TOTAL EXPENSES $18,930,696

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,052,252	$18,456,140	+0.1%
Expenses	$18,930,696	$17,575,546	+0.1%
Net Income	$1,121,556	$880,594	+0.3%

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

485

Volunteers

204

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

$1,050,931

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jon Gold	CEO	40	Key Emp Highest	$299,581	$10,071	$309,652
Lisa Tatina	Director of Marketing	40	Key Emp	$141,284	$26,228	$167,512
Lisa Previs	Dir of Programs	40	Key Emp	$93,200	$25,460	$118,660
Lynn Strohl	Director of Programs	40	Key Emp	$79,920	$26,140	$106,060
Vernita Johnson Macklin	Dir of HR	40	Key Emp	$94,983	$10,656	$105,639
Fallon Coleman	Director Day Services	40	Key Emp	$74,793	$25,322	$100,115
Jamie Peyton	Fiscal Compliance and IT Director	40	Key Emp	$98,926	$0	$98,926
Troy Rose	COO	40	Key Emp	$37,810	$6,557	$44,367
Larry Alt	Board member	0	Director	$0	$0	$0
Jeffrey Ban	Board member	0	Director	$0	$0	$0
Kelly Blieden	Board member	0	Director	$0	$0	$0
Dana Booth	Board member	0	Director	$0	$0	$0
Sam Boufis	Board member	0	Director	$0	$0	$0
Jeremy Cash	Board member	0	Director	$0	$0	$0
Nichole Cimbaljevich	Board member	0	Director	$0	$0	$0
Steve Cox	Board member	0	Director	$0	$0	$0
James R Dye	Board member	0	Director	$0	$0	$0
James W Dye IV	Board member	0	Director	$0	$0	$0
Eric Evans	Board member	0	Director	$0	$0	$0
Steve Handel	Board member	0	Director	$0	$0	$0
Deanna Hardwick	Board member	0	Director	$0	$0	$0
Megan Henning	Board member	0	Director	$0	$0	$0
Christina Herrera	Board member	0	Director	$0	$0	$0
Josh Huddlestun	Board member	0	Director	$0	$0	$0
Namrata Kanal	Board member	0	Director	$0	$0	$0
Brian Lyter	Board member	0	Director	$0	$0	$0
Steve Madison	Board member	0	Director	$0	$0	$0
Carla Meyer	Board member	0	Director	$0	$0	$0
Andy Qunell	Board member	0	Director	$0	$0	$0
Kyle Rosenbaum	Board member	0	Director	$0	$0	$0
Julie Rosenwinkel	Board member	0	Director	$0	$0	$0
Tim Ross	Board member	0	Director	$0	$0	$0
Art Russell	Board member	0	Director	$0	$0	$0
Tom Schager	Board member	0	Director	$0	$0	$0
Mike Schneider	Board member	0	Director	$0	$0	$0
Natalie Shrader	Board member	0	Director	$0	$0	$0
Beth Sliwa	Board member	0	Director	$0	$0	$0
Jessica Tomich	Board member	0	Director	$0	$0	$0
Adra Young	Board member	0	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	$20,052,252	$18,930,696	$18,018,478	$1,121,556
2024	$18,456,140	$17,575,546	$16,996,623	$880,594
2023	$16,771,707	$16,293,192	$15,622,131	$478,515
2022	$14,758,971	$15,253,486	$15,998,577	$-494,515
2021	$17,815,870	$14,051,071	$16,383,784	$3,764,799
2020	$15,176,845	$14,255,917	$15,136,085	$920,928
2019	$14,009,748	$13,611,591	$13,338,010	$398,157