NORTH CENTRAL WHOLESALERS ASSOCIATION INC (EIN 341236217) - 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

1977

Legal Domicile

Principal Officer

TERRY L SHAFER

Phone

6153715004

Tax Period

2024-01-01 to 2024-12-31

NORTH CENTRAL WHOLESALERS ASSOCIATION INC, founded in 1977, is a small nonprofit that reported $420K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $96K, a strong 23% operating margin.

Mission

THE ASSOCIATION SERVES WHOLESALE DISTRIBUTERS IN THE PIPING, HEATING AND COOLING, AND PLUMBING INDUSTRIES.

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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 $193,050

Program Service Revenue $216,842

Investment Income $7,553

Other Revenue $2,057

TOTAL REVENUE $419,502

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $16,252

Program Expenses $186,613

Other Expenses $323,612

TOTAL EXPENSES $323,612

Year-over-Year Comparison

	2024	2023	Change
Revenue	$419,502	$368,219	+0.1%
Expenses	$323,612	$311,052	+0.0%
Net Income	$95,890	$57,167	+0.7%

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

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
TERRY L SHAFER	EXECUTIVE VP	16.00	Officer	$0	$0	$0
BRYCE BARBER	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
JORDAN NEW	VP/TREASURER	2.00	Officer Director	$0	$0	$0
JIM AGNELLO	DIRECTOR	1.00	Director	$0	$0	$0
LISA HESSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRETT YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN STRONG	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS WOLF	DIRECTOR	1.00	Director	$0	$0	$0
DAN KIDNEY	DIRECTOR	1.00	Director	$0	$0	$0
BEN POTGETER	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
2024	$419,502	$323,612	$751,802	$95,890
2023	$368,219	$311,052	$616,293	$57,167
2022	$283,806	$223,569	$634,189	$60,237
2021	$254,301	$239,888	$495,184	$14,413
2020	$131,865	$123,678	$486,969	$8,187
2019	$256,604	$221,539	$429,661	$35,065

NORTH CENTRAL WHOLESALERS ASSOCIATION INC