Civic Intelligence

Tradewinds Services Inc

EIN 35-1139485 • 501(c)3 • Merrillville, IN

Profile

Provides services and support to individuals with special needs to help them realize their full potential.

3198 E 83rd PlaceMerrillville, IN 46410

www.tradewindsnwi.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.11x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

30th percentile

0.09x

Higher debt load relative to revenue than 30% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

53rd percentile

5.6%

Higher net margin than 53% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

94th percentile

$309,652

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

47th percentile

4.0%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Revenue Growth

58th percentile

11%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Assets

Up

$18,018,478

Up $1,021,855 (+6.0%) from 2024

Liabilities

Down

$1,904,576

Down $99,701 (-5.0%) from 2024

Net Assets

Up

$16,113,902

Up $1,121,556 (+7.5%) from 2024

Revenue

Up

$20,052,252

Up $1,596,112 (+8.6%) from 2024

Expenses

Up

$18,930,696

Up $1,355,150 (+7.7%) from 2024

Net Income

Up

$1,121,556

Up $240,962 (+27%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2014: $10,949,862Liabilities 2014: $4,173,342Net Assets 2014: $6,776,5202014Assets 2015: $10,864,290Liabilities 2015: $3,957,678Net Assets 2015: $6,906,6122015Assets 2016: $11,789,803Liabilities 2016: $4,041,546Net Assets 2016: $7,748,2572016Assets 2017: $12,404,364Liabilities 2017: $3,979,185Net Assets 2017: $8,425,1792017Assets 2018: $13,429,462Liabilities 2018: $4,385,594Net Assets 2018: $9,043,8682018Assets 2019: $13,338,010Liabilities 2019: $3,895,985Net Assets 2019: $9,442,0252019Assets 2020: $15,136,085Liabilities 2020: $4,773,132Net Assets 2020: $10,362,9532020Assets 2021: $16,383,784Liabilities 2021: $2,256,032Net Assets 2021: $14,127,7522021Assets 2022: $15,998,577Liabilities 2022: $2,365,340Net Assets 2022: $13,633,2372022Assets 2023: $15,622,131Liabilities 2023: $1,510,379Net Assets 2023: $14,111,7522023Assets 2024: $16,996,623Liabilities 2024: $2,004,277Net Assets 2024: $14,992,3462024Assets 2025: $18,018,478Liabilities 2025: $1,904,576Net Assets 2025: $16,113,9022025

Highlighted filing

2025

Assets$18,018,478
Liabilities$1,904,576
Net Assets$16,113,902

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2014: $11,534,330Expenses 2014: $9,990,819Net Income 2014: $1,543,5112014Revenue 2015: $10,832,208Expenses 2015: $10,702,116Net Income 2015: $130,0922015Revenue 2016: $12,228,883Expenses 2016: $11,387,238Net Income 2016: $841,6452016Revenue 2017: $12,739,989Expenses 2017: $12,063,067Net Income 2017: $676,9222017Revenue 2018: $14,743,161Expenses 2018: $14,124,472Net Income 2018: $618,6892018Revenue 2019: $14,009,748Expenses 2019: $13,611,591Net Income 2019: $398,1572019Revenue 2020: $15,176,845Expenses 2020: $14,255,917Net Income 2020: $920,9282020Revenue 2021: $17,815,870Expenses 2021: $14,051,071Net Income 2021: $3,764,7992021Revenue 2022: $14,758,971Expenses 2022: $15,253,486Net Income 2022: -$494,5152022Revenue 2023: $16,771,707Expenses 2023: $16,293,192Net Income 2023: $478,5152023Revenue 2024: $18,456,140Expenses 2024: $17,575,546Net Income 2024: $880,5942024Revenue 2025: $20,052,252Expenses 2025: $18,930,696Net Income 2025: $1,121,5562025

Highlighted filing

2025

Revenue$20,052,252
Expenses$18,930,696
Net Income$1,121,556

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 30, 2025
Return Version
2024v5.0
Gross Receipts
$20,052,252
Mission and Program Overview

Mission

Provides services and support to individuals with special needs to help them realize their full potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,426,828$8,436,671▲ $9,843
Investments in Publicly Traded Securities$5,335,683$3,863,241▼ $1,472,442
Investments Other Securities-$2,120,800-
Cash and Non-Interest-Bearing Accounts$1,041,827$1,742,342▲ $700,515
Accounts Receivable$1,113,113$1,038,170▼ $74,943
Savings and Temporary Cash Investments$388,443$416,904▲ $28,461
Prepaid Expenses and Deferred Charges$230,340$193,635▼ $36,705
Inventories for Sale or Use$262,607$177,632▼ $84,975
Total Assets$16,996,623$18,018,478▲ $1,021,855
Other Assets Total$197,782$29,083▼ $168,699
Liabilities
Accounts Payable and Accrued Expenses$1,769,462$1,709,600▼ $59,862
Other Liabilities$234,815$194,976▼ $39,839
Total Liabilities$2,004,277$1,904,576▼ $99,701
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,285,755$12,103,870▲ $818,115
Net Assets With Donor Restrictions$3,706,591$4,010,032▲ $303,441
Total Net Assets Fund Balance$14,992,346$16,113,902▲ $1,121,556
Total Liabilities and Net Assets / Fund Balance$16,996,623$18,018,478▲ $1,021,855

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,402,010$3,646,960$11,048,970
Equipment$702,663$1,442,210$2,144,873
Land$331,998-$331,998
Other Land Buildings$0$0$0
Leasehold Improvements$0$0$0
Other Securities$1,370,441--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$3,562,344$2,390▲ $457,245$132,634$3,863,241
2023$3,188,349$2,390▲ $523,805$128,663$3,562,344
2022$2,938,745$2,390▲ $393,074$124,672$3,188,349
2021$3,435,969$2,390▼ $359,112$115,730$2,938,745
2020$2,664,315$1,780▲ $956,807$45,569$3,545,969
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jon GoldCEOFT$299,581$10,071$309,652
Lisa TatinaDirector of MarketingFT$141,284$26,228$167,512
Lisa PrevisDirector of ProgramsFT$93,200$25,460$118,660
Lynn StrohlDirector of ProgramsFT$79,920$26,140$106,060
Vernita Johnson MacklinDirector of HRFT$94,983$10,656$105,639
Fallon ColemanDirector Day ServicesFT$74,793$25,322$100,115
Jamie PeytonFiscal Compliance and IT DirectorFT$98,926-$98,926
Troy RoseCOOFT$37,810$6,557$44,367

Board Members and Trustees

NameTitle
Adra YoungBoard member
Andy QunellBoard member
Art RussellBoard member
Beth SliwaBoard member
Brian LyterBoard member
Carla MeyerBoard member
Christina HerreraBoard member
Dana BoothBoard member
Deanna HardwickBoard member
Eric EvansBoard member
James R DyeBoard member
James W Dye IVBoard member
Jeffrey BanBoard member
Jeremy CashBoard member
Jessica TomichBoard member
Josh HuddlestunBoard member
Julie RosenwinkelBoard member
Kelly BliedenBoard member
Kyle RosenbaumBoard member
Larry AltBoard member
Megan HenningBoard member
Mike SchneiderBoard member
Namrata KanalBoard member
Natalie ShraderBoard member
Nichole CimbaljevichBoard member
Sam BoufisBoard member
Steve CoxBoard member
Steve HandelBoard member
Steve MadisonBoard member
Tim RossBoard member
Tom SchagerBoard member
Revenue and Support

Revenue Composition

Contributions and Grants
$2,694,692
Program Service Revenue
$16,154,797
Investment Income
$635,315
Other Revenue
$567,448
All Other Contributions
$1,055,598
Change in Net Assets
$1,121,556

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,052,252
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$20,052,252
Total Revenue per Form 990
$20,052,252
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$13,852,020
Other Expenses$5,078,676
Total Fundraising Expense$657,046
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,321,621$633,141-$10,954,762
Office Expenses$1,113,109$133,785$235,193$1,482,087
Payroll Taxes$888,998$66,428$20,196$975,622
Current Officers, Directors, Trustees, and Key Employees$247,913$535,299$87,101$870,313
Other Employee Benefits$751,084$65,342$26,342$842,768
Fees for Services Other$539,189$244,324$35,503$819,016
Occupancy$405,102$267,490-$672,592
Depreciation Depletion$301,064$341,216-$642,280
Other Expenses$152,217$169,719$245,342$567,278
Travel$273,624$87,236$928$361,788
Pension Plan Contributions$175,993$26,121$6,441$208,555
Fees for Services Accounting$40,013$28,220-$68,233
Fees for Services Legal$15,595$18,600-$34,195
Insurance$3,830$19,381-$23,211
Interest$72$9,106-$9,178
Total Functional Expenses$15,628,190$2,645,460$657,046$18,930,696

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,930,696
Total Expenses per Audited Statements$18,930,696
Total Expenses per Form 990$18,930,696
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$192,653$166,557$0$166,557
Golf$114,434$113,892$0$113,892
Total Events$336,567$309,299$225,397$83,902
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contingencies$100,000
Finance lease$87,555
LT operating lease$7,421
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Board of Directors reviews at Board meetings.

Form 990, Part VI, Section B, Line 12C

Officers, Directors, and key employees are instructed annually to dosclose conflicts of interest.

Form 990, Part VI, Section B, Line 15

Board of Directors reviews.

Form 990, Part VI, Section C, Line 19

Available upon request.

Filing and Contact Details

Filer

Filer Name
Tradewinds Services Inc
EIN
35-1139485
Phone
2199450100
Address
3198 E 83rd Place, Merrillville, IN 46410

Signing Officer

Name
Jon Gold
Title
Chief Executive Officer
Phone
2199450100
Signed
2025-09-30

Organization Details

Principal Officer
Jon Gold
Formed
1967
Legal Domicile
In
Voting Board Members
31
Independent Board Members
31
Employees
485
Volunteers
204
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

TradeWinds endowment funds started in 2002. This fund makes certain that TradeWinds is able to provide needed services for children and adults with special needs in Northwest Indiana indefinitely.

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd27X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd29X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd30X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd5X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd6X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd7X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt330
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt350
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt360
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt370
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt380
IRS990/Form990PartVIISectionAGrp/PersonNm0Jon Gold
IRS990/Form990PartVIISectionAGrp/PersonNm1Lisa Tatina
IRS990/Form990PartVIISectionAGrp/PersonNm2Lisa Previs
IRS990/Form990PartVIISectionAGrp/PersonNm3Lynn Strohl
IRS990/Form990PartVIISectionAGrp/PersonNm4Vernita Johnson Macklin
IRS990/Form990PartVIISectionAGrp/PersonNm5Fallon Coleman
IRS990/Form990PartVIISectionAGrp/PersonNm6Jamie Peyton
IRS990/Form990PartVIISectionAGrp/PersonNm7Troy Rose
IRS990/Form990PartVIISectionAGrp/PersonNm8Larry Alt
IRS990/Form990PartVIISectionAGrp/PersonNm9Jeffrey Ban
IRS990/Form990PartVIISectionAGrp/PersonNm10Kelly Blieden
IRS990/Form990PartVIISectionAGrp/PersonNm11Dana Booth
IRS990/Form990PartVIISectionAGrp/PersonNm12Sam Boufis
IRS990/Form990PartVIISectionAGrp/PersonNm13Jeremy Cash
IRS990/Form990PartVIISectionAGrp/PersonNm14Nichole Cimbaljevich
IRS990/Form990PartVIISectionAGrp/PersonNm15Steve Cox
IRS990/Form990PartVIISectionAGrp/PersonNm16James R Dye
IRS990/Form990PartVIISectionAGrp/PersonNm17James W Dye IV
IRS990/Form990PartVIISectionAGrp/PersonNm18Eric Evans
IRS990/Form990PartVIISectionAGrp/PersonNm19Steve Handel
IRS990/Form990PartVIISectionAGrp/PersonNm20Deanna Hardwick
IRS990/Form990PartVIISectionAGrp/PersonNm21Megan Henning
IRS990/Form990PartVIISectionAGrp/PersonNm22Christina Herrera
IRS990/Form990PartVIISectionAGrp/PersonNm23Josh Huddlestun
IRS990/Form990PartVIISectionAGrp/PersonNm24Namrata Kanal
IRS990/Form990PartVIISectionAGrp/PersonNm25Brian Lyter
IRS990/Form990PartVIISectionAGrp/PersonNm26Steve Madison
IRS990/Form990PartVIISectionAGrp/PersonNm27Carla Meyer
IRS990/Form990PartVIISectionAGrp/PersonNm28Andy Qunell
IRS990/Form990PartVIISectionAGrp/PersonNm29Kyle Rosenbaum
IRS990/Form990PartVIISectionAGrp/PersonNm30Julie Rosenwinkel
IRS990/Form990PartVIISectionAGrp/PersonNm31Tim Ross
IRS990/Form990PartVIISectionAGrp/PersonNm32Art Russell
IRS990/Form990PartVIISectionAGrp/PersonNm33Tom Schager
IRS990/Form990PartVIISectionAGrp/PersonNm34Mike Schneider
IRS990/Form990PartVIISectionAGrp/PersonNm35Natalie Shrader
IRS990/Form990PartVIISectionAGrp/PersonNm36Beth Sliwa
IRS990/Form990PartVIISectionAGrp/PersonNm37Jessica Tomich
IRS990/Form990PartVIISectionAGrp/PersonNm38Adra Young
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1141284
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt293200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt379920
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt494983
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt360
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt370
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt380
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director of Marketing
IRS990/Form990PartVIISectionAGrp/TitleTxt2Dir of Programs
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director of Programs
IRS990/Form990PartVIISectionAGrp/TitleTxt4Dir of HR
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director Day Services
IRS990/Form990PartVIISectionAGrp/TitleTxt6Fiscal Compliance and IT Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7COO
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt20Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt21Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt22Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt23Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt24Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt25Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt26Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt27Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt28Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt29Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt30Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt31Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt32Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt33Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt34Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt35Board member

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