CONVENIENCE DISTRIBUTION ASSOCIATION INC (EIN 530177225) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1945

Legal Domicile

Principal Officer

KIMBERLY BOLIN

Phone

7032083358

Tax Period

2023-01-01 to 2023-12-31

CONVENIENCE DISTRIBUTION ASSOCIATION INC, founded in 1945, is a community nonprofit in the Community Improvement sector that reported $2.4M in total revenue in fiscal year 2020. Revenue decreased 16% compared to the prior year. Expenses of $2.2M left a modest 9% surplus.

Mission

TO PROMOTE THE INTERESTS OF CONVENIENCE PRODUCTS DISTRIBUTORS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,863,603

Investment Income $269,553

Other Revenue $-7,944

TOTAL REVENUE $3,125,212

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,118,994

Fundraising Expenses $0

Other Expenses $1,731,291

TOTAL EXPENSES $2,850,285

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,125,212	$2,593,966	+0.2%
Expenses	$2,850,285	$2,647,560	+0.1%
Net Income	$274,927	$-53,594	-6.1%

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

$522,147

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COREY COOPER	CHAIR	1.00	Officer Director	$0	$0	$0
BILL STEIN	1ST VICE CHAIR	1.00	Officer Director	$0	$0	$0
JODI BUCKNER	TREAS/SECOND VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANDY PLUMMER	AT LARGE DIRECTOR	1.00	Director	$0	$0	$0
KELLIE JANSSEN	CHAIR EMERITUS	1.00	Director	$0	$0	$0
JOSH ALTMAN	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE BENNETT	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY BOLIN	PRESIDENT & CEO	40.00	Officer	$465,000	$32,514	$497,514
MADISON DORSEY	SECRETARY/EXECUTIVE ASSISTANT/DIRECTOR OF ADMIN SERVICES	40.00	Officer	$22,219	$2,414	$24,633
EMILE CANTRELL	DIRECTOR	1.00	Director	$0	$0	$0
JACK CASANOVA	DIRECTOR	1.00	Director	$0	$0	$0
ANDY CLAUSEN	DIRECTOR	1.00	Director	$0	$0	$0
JERRY DICHIARA	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR DOUGLAS	DIRECTOR	1.00	Director	$0	$0	$0
SHELDON FEIST	DIRECTOR	1.00	Director	$0	$0	$0
APRIL GARVER	DIRECTOR	1.00	Director	$0	$0	$0
PAULA GLIDEWELL	DIRECTOR	1.00	Director	$0	$0	$0
LEANNE JENNINGS	DIRECTOR	1.00	Director	$0	$0	$0
BARRY MARGOLIS	DIRECTOR	1.00	Director	$0	$0	$0
JIMMY NAIFEH	DIRECTOR	1.00	Director	$0	$0	$0
JACK PARKER	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN RESNICK	DIRECTOR	1.00	Director	$0	$0	$0
SAM STEWART	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY VEALE	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
LAWSON WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
CARLOS ZUMARRAGA	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA SIMONETTI	EXECUTIVE VICE PRES	40.00	Highest	$149,458	$31,771	$181,229

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	No data	No data	No data	No data
2023	$3,125,212	$2,850,285	$8,865,197	$274,927
2022	$2,593,966	$2,647,560	$8,116,951	$-53,594
2021	$2,867,004	$2,135,157	$8,926,772	$731,847
2020	$2,424,649	$2,217,251	$7,877,502	$207,398

CONVENIENCE DISTRIBUTION ASSOCIATION INC