ARCHERY 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

2002

Legal Domicile

Principal Officer

BECKY LUX

Phone

5072338132

Tax Period

2024-04-01 to 2025-03-31

ARCHERY TRADE ASSOCIATION, founded in 2002, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2024. Expenses of $3.1M left a modest 11% surplus.

Mission

THE PROMOTION AND PROTECTION OF THE ARCHERY AND BOWHUNTING INDUSTRY

Program Service Accomplishments

Program 1

THE ORGANIZATION WORKS TO MARKET, PROMOTE, AND SERVE INDIVIDUALS, COMPANIES, AND CORPORATIONS INVOLVED IN THE MANUFACTURE, WHOLESALE, RETAIL, SALES, AND DISTRIBUTION OF ARCHERY EQUIPMENT, PRODUCT...

THE ORGANIZATION WORKS TO MARKET, PROMOTE, AND SERVE INDIVIDUALS, COMPANIES, AND CORPORATIONS INVOLVED IN THE MANUFACTURE, WHOLESALE, RETAIL, SALES, AND DISTRIBUTION OF ARCHERY EQUIPMENT, PRODUCT GOODS, AND SERVICES. WE ALSO MAINTAIN AND ENHANCE THE PROFITABILITY AND ECONOMIC VIABILITY OF INDIVIDUALS, COMPANIES, AND CORPORATIONS IN THE ARCHERY INDUSTRY. THESE EFFORTS ARE PRIMARILY ACCOMPLISHED THROUGH THE ANNUAL TRADE SHOW AND THROUGH A MEMBER SERVICE AND BENEFIT PROGRAM.

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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 $127,472

Program Service Revenue $2,784,702

Investment Income $133,380

Other Revenue $488,135

TOTAL REVENUE $3,533,689

Expense Breakdown

Grants Paid $403,887

Salaries & Benefits $1,475,787

Fundraising Expenses $0

Other Expenses $1,258,703

TOTAL EXPENSES $3,138,377

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,533,689	$3,426,295	+0.0%
Expenses	$3,138,377	$3,362,705	-0.1%
Net Income	$395,312	$63,590	+5.2%

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

$421,016

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF POOLE	PRESIDENT AN	40.00	Officer	$315,467	$13,928	$329,395
BECKY LUX	DIRECTOR OF	40.00	Officer	$84,005	$7,616	$91,621
KEITH ARNOLD	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN GORMAN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF GREER	DIRECTOR	1.00	Director	$0	$0	$0
JASON HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
ROD HARTL	DIRECTOR	1.00	Director	$0	$0	$0
DARREN HOGAN	DIRECTOR	1.00	Director	$0	$0	$0
GARY KINARD	DIRECTOR	1.00	Director	$0	$0	$0
STEVE LAMBETH	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN LENE	CHAIR	1.00	Officer Director	$0	$0	$0
AARON LUCKY	DIRECTOR	1.00	Director	$0	$0	$0
JOEL MAXFIELD	DIRECTOR	1.00	Director	$0	$0	$0
JAMES MCGOVERN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MITCH MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
DALE MORRELL	DIRECTOR	1.00	Director	$0	$0	$0
WILL MOULTON	DIRECTOR	1.00	Director	$0	$0	$0
RANDY PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE PIERSOL	DIRECTOR	1.00	Director	$0	$0	$0
JAY SCHOLES	DIRECTOR	1.00	Director	$0	$0	$0
MATT SMITH	DIRECTOR	1.00	Director	$0	$0	$0
TERESA WILLIAMS	VICE CHAIR	1.00	Officer 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	$3,533,689	$3,138,377	$4,118,154	$395,312
2024	$3,426,295	$3,362,705	$3,704,854	$63,590
2023	$3,565,090	$3,454,226	$3,603,679	$110,864
2022	$3,915,620	$3,710,219	$3,879,932	$205,401
2021	$2,056,913	$3,093,831	$4,044,488	$-1,036,918