WISCONSIN ASSOCIATION OF DISTRIBUTORS INC (EIN 391209690) - 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

1974

Legal Domicile

Principal Officer

DAN LEAMAN

Phone

5173724088

Tax Period

2025-01-01 to 2025-12-31

WISCONSIN ASSOCIATION OF DISTRIBUTORS INC, founded in 1974, is a small nonprofit that reported $289K in total revenue in fiscal year 2025. Revenue surged 80% from the prior year, signaling strong growth momentum. The organization ran a surplus of $70K, a strong 24% operating margin.

Mission

TO PROVIDE MEMBERS WITH MEETINGS, INFORMATION SUPPORT PROGRAMS, AND ADVOCACY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $2,000

Program Service Revenue $281,930

Investment Income $0

Other Revenue $5,155

TOTAL REVENUE $289,085

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $217,412

TOTAL EXPENSES $219,412

Year-over-Year Comparison

	2025	2024	Change
Revenue	$289,085	$160,284	+0.8%
Expenses	$219,412	$155,094	+0.4%
Net Income	$69,673	$5,190	+12.4%

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

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
BEN RIST	DIRECTOR	0.50	Director	$0	$0	$0
DAVID KARR	DIRECTOR	0.50	Director	$0	$0	$0
TIM HARRIS	DIRECTOR	0.50	Director	$0	$0	$0
KYLE TENNESSEN	DIRECTOR	0.50	Director	$0	$0	$0
JEFF GROENDYK	DIRECTOR	0.50	Director	$0	$0	$0
NEF GARCIA	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW WAGNER	DIRECTOR	0.50	Director	$0	$0	$0
NATE KARES	DIRECTOR	0.50	Director	$0	$0	$0
GEORGE ABDOO	TREASURER	0.50	Officer Director	$0	$0	$0
GREG SCRIVER	VICE CHAIR	0.50	Officer Director	$0	$0	$0
CHAD OWEN	CHAIR	0.50	Officer 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	$289,085	$219,412	$238,593	$69,673
2024	No data	No data	No data	No data
2023	$182,487	$124,950	$185,950	$57,537
2022	$213,386	$122,382	$139,063	$91,004
2021	$126,702	$124,122	$48,059	$2,580
2020	$137,366	$122,043	$45,479	$15,323
2019	$132,594	$129,021	$30,156	$3,573
2018	$105,585	$125,153	$26,583	$-19,568

WISCONSIN ASSOCIATION OF DISTRIBUTORS INC