OHIO WHOLESALE MARKETERS ASSOC (EIN 314350046) - 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

1942

Legal Domicile

Principal Officer

BETH WYMER

Phone

6142243435

Tax Period

2024-01-01 to 2024-12-31

OHIO WHOLESALE MARKETERS ASSOC, founded in 1942, is a small nonprofit that reported $286K in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $266K left a modest 7% surplus.

Mission

KEEP MEMBERS INFORMED OF EVENTS AND ISSUES THAT MAY IMPACT THEIR BUSINESSES, ADVOCATE FOR AND PROMOTE THE INDUSTRY, AND PROVIDE EDUCATION/NETWORKING OPPORTUNITIES FOR MEMBERS AND INDUSTRY PARTNERS.

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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 $40,000

Program Service Revenue $201,698

Investment Income $23,485

Other Revenue $20,536

TOTAL REVENUE $285,719

Expense Breakdown

Grants Paid $0

Salaries & Benefits $196,515

Fundraising Expenses $0

Other Expenses $69,619

TOTAL EXPENSES $266,134

Year-over-Year Comparison

	2024	2023	Change
Revenue	$285,719	$418,283	-0.3%
Expenses	$266,134	$409,357	-0.3%
Net Income	$19,585	$8,926	+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

Employees

Volunteers

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

$120,539

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAT BELL	CHAIRMAN OF THE BOARD-PRES	1.00	Officer Director	$0	$0	$0
CHARLIE HUTSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVE MCCARTER	SECRETARY-TREASURER	1.00	Officer Director	$0	$0	$0
ALEX FORTUNATO	TRUSTEE	0.50	Director	$0	$0	$0
TIM HARRIS	TRUSTEE	0.50	Director	$0	$0	$0
ZAC OSWALD	TRUSTEE	0.50	Director	$0	$0	$0
ADAM GREENBERG	TRUSTEE	0.50	Director	$0	$0	$0
GAYLE MCCORMICK	TRUSTEE	0.50	Director	$0	$0	$0
DAVE COCKERELL	TRUSTEE-AT-LARGE	0.50	Director	$0	$0	$0
GREGORY WELLINGHOFF	TRUSTEE-AT-LARGE	0.50	Director	$0	$0	$0
BETH WYMER	EXECUTIVE DIRECTOR	40.00	Officer	$102,850	$17,689	$120,539

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
2024	$285,719	$266,134	$473,369	$19,585
2023	$418,283	$409,357	$434,829	$8,926
2022	$224,240	$243,940	$433,762	$-19,700
2021	$264,848	$249,490	$465,985	$15,358
2020	$220,601	$235,328	$445,169	$-14,727
2019	$397,556	$392,854	$429,469	$4,702
2018	$379,695	$375,092	$386,847	$4,603

OHIO WHOLESALE MARKETERS ASSOC