SPECIALIZED CARRIERS & RIGGING ASSOCIATION (EIN 530209887) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1959

Legal Domicile

Principal Officer

JOEL M DANDREA

Phone

7036980291

Tax Period

2023-01-01 to 2023-12-31

SPECIALIZED CARRIERS & RIGGING ASSOCIATION, founded in 1959, is a community nonprofit that reported $4.5M in total revenue in fiscal year 2018.

Mission

TO PROVIDE THE UNIQUE INFORMATION AND ANY OTHER LAWFUL ACTIVITIES MEMBERS NEED TO SAFELY, LEGALLY, AND PROFITABLY TRANSPORT, LIFT AND ERECT OVERSIZE AND OVERWEIGHT ITEMS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $80,235

Program Service Revenue $4,341,640

Investment Income $109,163

Other Revenue $361,911

TOTAL REVENUE $4,892,949

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,360,444

Fundraising Expenses $0

Other Expenses $2,773,948

TOTAL EXPENSES $5,134,392

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,892,949	$4,624,810	+0.1%
Expenses	$5,134,392	$4,531,663	+0.1%
Net Income	$-241,443	$93,147	-3.6%

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

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

$565,683

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN BARNHART	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTHONY FASTUCA	BOARD MEMBER	1.00	Director	$0	$0	$0
BRETT BERARD	BOARD MEMBER	1.00	Director	$0	$0	$0
BRUCE FORSTER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN WELLS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID LOWRY	BOARD MEMBER	1.00	Director	$0	$0	$0
DELYNN BURKHALTER	BOARD MEMBER	1.00	Director	$0	$0	$0
DONALD RUSSELL	BOARD MEMBER	1.00	Director	$0	$0	$0
ED BERNARD	CHAIRMAN OF THE BOARD OF DIRECTORS	1.00	Officer Director	$0	$0	$0
GARY STANG	BOARD MEMBER	1.00	Director	$0	$0	$0
J ROZUM	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES R SEVER	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
JAMES VITEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES WHITE	BOARD MEMBER	1.00	Director	$0	$0	$0
JEREMY LANDRY	C&R GROUP CHAIR	1.00	Director	$0	$0	$0
KEITH SETTLE	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN JOHNSTON	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
LOUIS JUNEAU	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL A CONNELLY	C&R GROUP CHAIR	1.00	Director	$0	$0	$0
MICHAEL A BATTAINI	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL VLAMING	TREASURER	1.00	Officer Director	$0	$0	$0
PATRICK COLLINS	MEMBER	1.00	Director	$0	$0	$0
PAUL LEFEBVRE	BOARD MEMBER	1.00	Director	$0	$0	$0
RAFAEL DE LOS SANTOS	BOARD MEMBER	1.00	Director	$0	$0	$0
RANDALL L GODDARD	BOARD MEMBER	1.00	Director	$0	$0	$0
RANDY SEVER	BOARD MEMBER	1.00	Director	$0	$0	$0
RAY MORGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ROB KEELAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ROB SIMON	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT A WEISS	BOARD MEMBER	1.00	Director	$0	$0	$0
RON MONTGOMERY	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT BRAGG	PRESIDENT	1.00	Officer Director	$0	$0	$0
THOMAS BENNINGTON III	BOARD MEMBER	2.00	Director	$0	$0	$0
TONYA FRY	ALLIED INDUSTRIES GROUP CHAIR	1.00	Director	$0	$0	$0
TROY TALLENT	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM STRAMER	BOARD MEMBER	1.00	Director	$0	$0	$0
JOEL DANDREA	CHIEF EXECUTIVE OFFICER	40.00	Officer	$455,178	$110,505	$565,683
BETH O'QUINN	SENIOR VICE PRESIDENT	40.00	Highest	$205,390	$77,089	$282,479
CHRISTOPHER SMITH	VICE PRESIDENT	40.00	Highest	$168,558	$29,286	$197,844
KURT HOFFMAN	DIRECTOR OF INFO. SERVICES	40.00	Highest	$138,934	$25,060	$163,994
LISA GREPPS	DIRECTOR OF MARKETING & CO	40.00	Highest	$150,556	$26,881	$177,437

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	$4,892,949	$5,134,392	$10,849,854	$-241,443
2022	$4,624,810	$4,531,663	$9,583,645	$93,147
2021	$4,814,329	$4,099,835	$8,434,138	$714,494
2020	$3,171,926	$3,422,414	$7,230,839	$-250,488
2019	$3,886,889	$4,690,113	$7,652,739	$-803,224
2018	$4,514,573	$4,387,499	$7,397,465	$127,074

SPECIALIZED CARRIERS & RIGGING ASSOCIATION