ASSOC OF FOOD & DAIRY RETAILERS WHOLESALERS & MANUFACTURERS (EIN 270297457) - 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

2009

Legal Domicile

Principal Officer

Jon McPherson co The Kroger Co

Phone

2153239210

Tax Period

2024-01-01 to 2024-12-31

ASSOC OF FOOD & DAIRY RETAILERS WHOLESALERS & MANUFACTURERS, founded in 2009, is a small nonprofit in the Community Improvement sector that reported $452K in total revenue in fiscal year 2024. Revenue fell 43% from the prior year — a significant decline worth monitoring.

Mission

To represent the collective interests of the Association's members with respect to the participation of the members in various multiemployer pension plans

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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 $452,403

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $452,403

Expense Breakdown

Grants Paid $0

Salaries & Benefits $78,000

Fundraising Expenses $0

Program Expenses $0

Other Expenses $400,187

TOTAL EXPENSES $478,187

Year-over-Year Comparison

	2024	2023	Change
Revenue	$452,403	$796,013	-0.4%
Expenses	$478,187	$807,641	-0.4%
Net Income	$-25,784	$-11,628	+1.2%

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

N/A

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
Jon McPherson	Director and President	1	Officer Director	$0	$0	$0
Bill Martin	Director and Member	1	Director	$0	$0	$0
HP Baker	Director Secretary and Treasurer	1	Officer Director	$0	$0	$0
Russell Niswander	Director and Member	1	Director	$0	$0	$0
Mary Moorkamp	Director and Member	1	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
2025	No data	No data	No data	No data
2024	$452,403	$478,187	$15,630	$-25,784
2023	$796,013	$807,640	$41,414	$-11,627
2022	$638,400	$611,549	$53,041	$26,851
2021	$705,600	$690,528	$26,190	$15,072
2020	$718,200	$758,895	$11,118	$-40,695

ASSOC OF FOOD & DAIRY RETAILERS WHOLESALERS & MANUFACTURERS