TRADE TASK GROUP

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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

1984

Legal Domicile

Phone

2066222730

Tax Period

2024-10-01 to 2025-09-30

TRADE TASK GROUP, founded in 1984, is a small nonprofit that reported $900K in total revenue in fiscal year 2024.

Mission

To Provide trade adjustment assistance

Program Service Accomplishments

Program 1

Expenses: $761,825 Revenue: $900,419

Trade Task Group's objective is to seek out those manufacturing and agriculture firms within its four state operating area that are adversely affected by foreign imports. To assist these firms in the preparation of a request for federal assistance from the Economic Development Administration (EDA) under the trade act of 1974. Upon EDA certification, Trade Task Group works with the firm using a combination of internal professional staff and specialized independent consultants to achieve improved market performance of the import impacted area.

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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 $900,419

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $900,419

Expense Breakdown

Grants Paid $30,797

Salaries & Benefits $657,439

Fundraising Expenses $0

Program Expenses $761,825

Other Expenses $212,183

TOTAL EXPENSES $900,419

Year-over-Year Comparison

	2024	2023	Change
Revenue	$900,419	$913,115	0.0%
Expenses	$900,419	$913,115	0.0%
Net Income	$0	$0	N/A

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

$321,362

Total Directors

$6,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Holbert	Secretary	40	Officer	$153,341	$18,160	$171,501
Patrick Meuleman	Associate Secretary	40	Officer	$120,641	$24,220	$144,861
David Leroy	Director	0	Director	$2,000	$0	$2,000
Joseph Vantreeck	Director	0	Director	$2,000	$0	$2,000
August Fromuth	Vice President	0	Officer	$2,000	$0	$2,000
Andrew Halcro	Presaident	0	Officer	$2,000	$0	$2,000
Ronald Schoenheit	Chairman	0	Director	$1,000	$0	$1,000
Christa Hazel	Director	0	Director	$1,000	$0	$1,000
William Perry	Treasurer	0	Officer	$1,000	$0	$1,000

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	$900,419	$900,419	$194,294	No data
2024	$913,115	$913,115	$256,227	No data
2023	$933,135	$933,135	$246,847	No data
2022	$917,671	$917,671	$97,982	No data
2021	$978,449	$978,449	$22,497	No data