OHIO TRUCKING ASSOCIATION Charity Report

Public IRS 990 nonprofit record

OHIO TRUCKING ASSOCIATION

EIN 31-4268450 · Homeowners & Tenants Associations (L50)

What they do

to EFFECTIVELY REPRESENT THE CONCERNS of THE TRUCKING INDUSTRY to INDUSTRY MEMBERS, GOVERNMENTAL and REGULATORY BODIES, and THE GENERAL PUBLIC. THE ASSOCIATION PLEDGES to ASSIST MEMBER COMPANIES IN MANAGING THE IMPACT of CHANGE IN THE TRUCKING PROFESSION and to ENHANCE THE PROFESSIONAL and ECONOMIC GROWTH of ITS MEMBERS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $75.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders27 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

74.82%of revenue went to mission work75.9% of expenses · Program services

$98.58spent for every $100 of revenueRevenue covered expenses this year.

23.76%of revenue went to management and office costs24.1% of expenses

$1.16in assets for every $1 spent this yearSome assets cannot be spent right away.

29.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $320,132 for THOMAS A BALZER CAE (PRESIDENT AND CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$1,547,191

Mission workProgram services$1,157,63874.82% of revenue75.9% of expenses

ManagementOffice and general costs$367,55223.76% of revenue24.1% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$22,0011.42% of revenueShown in gray on the chart

Total expenses$1,525,19098.58% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 75.9% mission · 24.1% management · 0.0% fundraisingTotal expenses: 98.58% of revenue

2023Expense mix: 76.2% mission · 23.8% management · 0.0% fundraisingTotal expenses: 95.02% of revenue

2022Expense mix: 0.0% mission · 25.6% management · 0.0% fundraisingTotal expenses: 99.01% of revenue

2021Expense mix: 81.2% mission · 18.8% management · 0.0% fundraisingTotal expenses: 77.42% of revenue

2020Expense mix: 75.5% mission · 24.5% management · 0.0% fundraisingTotal expenses: 87.14% of revenue

2019Expense mix: 65.9% mission · 19.9% management · 14.3% fundraisingTotal expenses: 93.91% of revenue

Money in and money out

Revenue$1,547,191

Expenses$1,525,190

Annual surplus $22,001 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,157,638 · 75.9% of expenses

Management and office costs$367,552 · 24.1% of expenses

See all reported dollar amounts

Revenue$1,547,191

Expenses$1,525,190

Assets$1,775,904

Income$1,713,263

Contributions$450,962

Mission work (program services)$1,157,638

Management and general$367,552

Stocks and bonds$768,296

Accounting fees$27,681

Investing fees$6,292

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

THOMAS A BALZER CAEPRESIDENT AND CEO · 40 hrs/week $320,132Base $264,937 · Other $55,195

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (27)

THOMAS A BALZER CAEPRESIDENT AND CEO

MARK CARROCCEBOARD MEMBER

WILLY JENNINGSBOARD MEMBER

TRACY LAWRENCEBOARD MEMBER

TIM COWENTREASURER

TIM CHRULASKIBOARD MEMBER

STACY SADARBOARD MEMBER

SCOTT M PAUCHNIKBOARD MEMBER

RYAN RICHARDSBOARD MEMBER

RICHARD CROCKETTBOARD MEMBER

REBECCA POHL LIETTEVICE CHAIR

NANCY SHEELERBOARD MEMBER

MATT SELBYBOARD MEMBER

MATHEW BIRDSALLBOARD MEMBER

ALEX KARCHERBOARD MEMBER

LUCAS SUBLERBOARD MEMBER

KIERA SULLIVANSECRETARY

KEVIN BURCHBOARD MEMBER

JOSEPH KEROLABOARD MEMBER

JONATHAN GAUPPINNEDIATE PAST CHAIRMAN

JIM BRACKENBOARD MEMBER

JAY SEWELLCHAIR

ERIC JONESBOARD MEMBER

DOUG SOSKOBOARD MEMBER

CHRIS BOBBITTBOARD MEMBER

BRAD RALSTONBOARD MEMBER

ASHLEY VON DERAUBOARD MEMBER

About this charity

Recognized since: January 1937
Location: 655 COOPER ROAD, WESTERVILLE, OH 43081
County: Franklin
In care of: THOMAS A BALZER CAE
Primary officer: THOMAS A BALZER CAE, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Phone(614) 221-5375

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: MIRA & KOLENA LTD
NTEE classification: Homeowners & Tenants Associations (L50)
IRS tax category: Homeowners & Tenants Associations