Owner-Operator Independent Drivers Assn Inc (EIN 431085960) - 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

1973

Legal Domicile

Principal Officer

Joel T Spencer

Phone

8162295791

Tax Period

2023-01-01 to 2023-12-31

Owner-Operator Independent Drivers Assn Inc, founded in 1973, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2023. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $3.1M left a modest 6% surplus.

Mission

The mission of the Owner-Operator Independent Drivers Association is to serve owner-operators, small fleets and professional truckers; to work for a business climate where truckers are treated equally and fairly; to promote highway safety and responsibility among all highway users; and to promote a better business environment for all truck operators.

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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 $1,966,983

Program Service Revenue $0

Investment Income $678,889

Other Revenue $659,681

TOTAL REVENUE $3,305,553

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,607,913

Fundraising Expenses $0

Other Expenses $1,418,808

TOTAL EXPENSES $3,099,247

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,305,553	$7,490,492	-0.6%
Expenses	$3,099,247	$3,605,400	-0.1%
Net Income	$206,306	$3,885,092	-0.9%

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

$99,563

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Collin M Long	Lobbyist	40.00		$221,892	$0	$221,892
JAY REECE GRIMES	LOBBYIST	40.00		$161,860	$0	$161,860
BRYCE T MONGEON	LOBBYIST	40.00		$158,248	$0	$158,248
DOUGLAS MORRIS	DIR OF SECURITY	40.00		$156,385	$0	$156,385
Thomas L Weakley	Director	40.00		$103,395	$0	$103,395
SYLVIA R DODSON	ALT DIRECTOR	4.00	Director	$99,563	$0	$99,563
BRADLEY J HENNON	Director	0.00	Director	$0	$0	$0
Joel T Spencer	President	20.00	Officer Director	$0	$0	$0
Lou Esposito	Director	1.00	Director	$0	$0	$0
Robert Esler	Secretary	4.00	Officer Director	$0	$0	$0
TILDEN CURL	Director	1.00	Director	$0	$0	$0
William Lewis Pugh	EVP	20.00	Officer Director	$0	$0	$0
Kenneth Becker	Director	1.00	Director	$0	$0	$0
MONTE WIEDERHOLD	Director	2.00	Director	$0	$0	$0
BRAD PETERSON	ALT DIRECTOR	0.00	Director	$0	$0	$0
Mark Elrod	Director	1.00	Director	$0	$0	$0
Leland Wilkins	Treasurer	1.00	Officer Director	$0	$0	$0
Gary Green	Director	1.00	Director	$0	$0	$0
DAVE JUNGEBLUT	Director	1.00	Director	$0	$0	$0
RICHARD PINGEL	Director	0.00	Director	$0	$0	$0
Terry L Button	GENERAL VP	1.00	Officer Director	$0	$0	$0
JOHN KOGLMAN	Director	1.00	Director	$0	$0	$0
GARY CARR	Director	2.00	Director	$0	$0	$0
R BRYAN SPOON	Director	1.00	Director	$0	$0	$0
Charles Paar	Director	0.00	Director	$0	$0	$0
CARL SMITH	ALT DIRECTOR	1.00	Director	$0	$0	$0
LINDA ALLEN	ALT DIRECTOR	1.00	Director	$0	$0	$0
DANNY SCHNAUTZ	ALT DIRECTOR	1.00	Director	$0	$0	$0
JOHANNE COUTURE	Director	1.00	Director	$0	$0	$0
Douglas Smith	Director	1.00	Director	$0	$0	$0
RODNEY MORINE	ALT DIRECTOR	1.00	Director	$0	$0	$0
Kim Borron	Director	2.00	Director	$0	$0	$0
Trot Raney	Director	1.00	Director	$0	$0	$0
Roderic Nofziger	Director	0.00	Director	$0	$0	$0
Craig DeReu	Alternate	0.00	Director	$0	$0	$0
Kurt Plummer	Alternate	0.00	Director	$0	$0	$0
Grover Nelson	Director	1.00	Director	$0	$0	$0
Matt Bradley	Director	1.00	Director	$0	$0	$0
Harrison Smith	Director	1.00	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
2024	No data	No data	No data	No data
2023	$3,305,553	$3,099,247	$141,667,534	$206,306
2022	$7,490,492	$3,605,400	$136,465,506	$3,885,092
2021	$4,344,194	$4,432,554	$120,475,602	$-88,360
2020	$3,358,333	$4,346,426	$106,345,327	$-988,093
2018	$4,149,291	$4,633,335	$83,758,342	$-484,044

Owner-Operator Independent Drivers Assn Inc