NAW Institute for Distribution Excellence (EIN 366137215) - 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

1946

Legal Domicile

Principal Officer

Eric Hoplin

Phone

2028720885

Tax Period

2023-01-01 to 2023-12-31

NAW Institute for Distribution Excellence, founded in 1946, is a small nonprofit in the Community Improvement sector that reported $254K in total revenue in fiscal year 2023. Revenue surged 231% from the prior year, signaling strong growth momentum. The organization ran a surplus of $122K, a strong 48% operating margin.

Mission

The Institute's mission is to sponsor and disseminate research into strategic management issues affecting the wholesale-distribution industry.

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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 (2023)

Revenue Breakdown

Contributions & Grants $75,000

Program Service Revenue $177,788

Investment Income $0

Other Revenue $723

TOTAL REVENUE $253,511

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $130,953

Other Expenses $131,691

TOTAL EXPENSES $131,691

Year-over-Year Comparison

	2023	2022	Change
Revenue	$253,511	$76,475	+2.3%
Expenses	$131,691	$59,944	+1.2%
Net Income	$121,820	$16,531	+6.4%

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

$1,143,368

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alicia Copeland	Director	0.32	Director	$0	$0	$0
Michael Decata	Director	0.32	Director	$0	$0	$0
Adam Derry	Director	0.32	Director	$0	$0	$0
Kevin Gammonley	Director	0.32	Director	$0	$0	$0
Keith Hubbard	Director	0.32	Director	$0	$0	$0
Vic Jury	Director	0.32	Director	$0	$0	$0
Jim Kaas	Director	0.32	Director	$0	$0	$0
Heidi Levitt	Director	0.32	Director	$0	$0	$0
Corey Rosenbusch	Director	0.32	Director	$0	$0	$0
Alan Rouse	Director	0.32	Director	$0	$0	$0
Kathleen Shanahan	Director	0.32	Director	$0	$0	$0
Patrick McCurdy III	Director	0.32	Director	$0	$0	$0
Jeff McLendon	Director	0.32	Director	$0	$0	$0
Eric Hoplin	President	0.50	Officer	$0	$0	$1,143,368
Kimberly Bolin	Director	0.32	Officer	$0	$0	$0
Richard W Church II	Vice Chairman	0.32	Officer	$0	$0	$0
JD Ewing	Chairman	0.32	Officer	$0	$0	$0
Bart Tessel	Treasurer	0.32	Officer	$0	$0	$0
George Keeley	Acting Secretary	0.32	Officer	$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
2023	$253,511	$131,691	$377,548	$121,820

NAW Institute for Distribution Excellence