INDEPENDENT DEALER AND TRADER ASSOCIATION (EIN 825055391) - 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

2018

Legal Domicile

Principal Officer

JAMES TABACCHI

Phone

3126344821

Tax Period

2024-01-01 to 2024-12-31

INDEPENDENT DEALER AND TRADER ASSOCIATION, founded in 2018, is a small nonprofit in the Community Improvement sector that reported $341K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $301K left a modest 12% surplus.

Mission

IDTA IS A FORUM FOR INDEPENDENT DEALERS AND TRADERS TO DISCUSS AND CONSIDER THE IMPACT OF MARKET OPERATIONAL ISSUES ON THEIR INDUSTRY SECTOR AND TO ADVOCATE FOR CONSTRUCTIVE SOLUTIONS THAT PROMOTE THE LIQUIDITY AND EFFICIENCY OF CAPITAL MARKETS.

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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 $0

Program Service Revenue $341,250

Investment Income $0

Other Revenue $0

TOTAL REVENUE $341,250

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $301,341

TOTAL EXPENSES $301,341

Year-over-Year Comparison

	2024	2023	Change
Revenue	$341,250	$273,750	+0.2%
Expenses	$301,341	$328,897	-0.1%
Net Income	$39,909	$-55,147	-1.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES TABACCHI	PRESIDENT & SEC	1.00	Officer Director	$0	$0	$0
JOSEPH WEINHOFFER	Director	1.00	Director	$0	$0	$0
ROBERT MORAN	Director	1.00	Director	$0	$0	$0
LARA HERNANDEZ	Director	1.00	Director	$0	$0	$0
MICHAEL BODNER	VICE PRESIDENT	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
2024	$341,250	$301,341	$117,657	$39,909
2023	$273,750	$328,897	$87,748	$-55,147
2022	$270,000	$277,499	$155,395	$-7,499
2021	$292,500	$328,247	$140,394	$-35,747
2020	$265,000	$221,705	$86,141	$43,295
2019	$315,000	$314,473	$42,846	$527
2018	$150,000	$107,681	$42,319	$42,319

INDEPENDENT DEALER AND TRADER ASSOCIATION