WHOLESALERS ASSOCIATION OF THE NOR… - Form 990 Financial Data

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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

2001

Legal Domicile

Principal Officer

MICHAEL ADELIZZI

Phone

6304670000

Tax Period

2018-01-01 to 2018-12-31

WHOLESALERS ASSOCIATION OF THE NORTH EAST INC, founded in 2001, is a small nonprofit that reported $201K in total revenue in fiscal year 2018. Revenue decreased 11% compared to the prior year.

Mission

TO DRIVE THE EFFECTIVE AND CONSISTENT IMPLEMENTATION OF QUALITY PROGRAMS AND SERVICES WHICH IMPROVE THE OPERATIONAL EFFICIENCY AND MARKETING EFFECTIVENESS OF THE WHOLESALE DISTRIBUTION CHANNEL, RESULTING IN MARKET SHARE GROWTH AND RETURN-ON-INVESTMENT IMPROVEMENT FOR ITS MEMBERS.

Program Service Accomplishments

Program 1

ESTABLISH EDUCATIONAL PROGRAMS FOR ITS MEMBERS TO ENHANCE THEIR KNOWLEDGE OF THE PLUMBING, HEATING, COOLING, PIPING, VALVE AND RELATED PRODUCTS INDUSTRY. FORMULATE AND MAINTAIN STANDARDS AND...

ESTABLISH EDUCATIONAL PROGRAMS FOR ITS MEMBERS TO ENHANCE THEIR KNOWLEDGE OF THE PLUMBING, HEATING, COOLING, PIPING, VALVE AND RELATED PRODUCTS INDUSTRY. FORMULATE AND MAINTAIN STANDARDS AND PRACTICES FOR THE GUIDANCE OF MEMBERS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $199,080

Investment Income $1,851

Other Revenue $0

TOTAL REVENUE $200,931

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $208,290

TOTAL EXPENSES $208,290

Year-over-Year Comparison

	2018	2017	Change
Revenue	$200,931	$226,125	-0.1%
Expenses	$208,290	$200,517	+0.0%
Net Income	$-7,359	$25,608	-1.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT SEIFFERT	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOSHUA BROWN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOCK CASTOLDI	DIRECTOR	1.00	Director	$0	$0	$0
DAVID DELLON	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA FALISH	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS GOODING	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK JONES	DIRECTOR	1.00	Director	$0	$0	$0
BONNIE MASON	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY MCLAREN	DIRECTOR	1.00	Director	$0	$0	$0
BOB PHILIPS	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS PLOSS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN RUSH	DIRECTOR	1.00	Director	$0	$0	$0
KIM WILLEY	DIRECTOR	1.00	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
2018	$200,931	$208,290	$164,941	$-7,359

WHOLESALERS ASSOCIATION OF THE NORTH EAST INC