National Association of Wholesaler- Distributors Inc (EIN 530188893) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1946

Legal Domicile

Principal Officer

Eric Hoplin

Phone

2028720885

Tax Period

2023-01-01 to 2023-12-31

National Association of Wholesaler- Distributors Inc, founded in 1946, is a mid-sized nonprofit that reported $10.9M in total revenue in fiscal year 2023. Revenue surged 4706% from the prior year, signaling strong growth momentum.

Mission

To advocate its members' interest on national public policy issues that affect the entire wholesale distribution industry. The National Association of Wholersaler-Distributors (NAW) assists merchant wholesaler-distributors to be the most efficient channel for bringing goods to market through benchmarking, strategic management information, networking, and high level conferences. NAW also serves as a mechanism, through its Association Executives Council, for the sharing of ideas, programs, and skills among the organization's member national associations.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,029,136

Program Service Revenue $2,626,083

Investment Income $179,009

Other Revenue $86,539

TOTAL REVENUE $10,920,767

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $5,681,197

Fundraising Expenses $0

Other Expenses $5,633,590

TOTAL EXPENSES $11,329,787

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,920,767	$227,218	+47.1%
Expenses	$11,329,787	$661,969	+16.1%
Net Income	$-409,020	$-434,751	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$1,143,367

Total Directors

Key Employees

$1,810,744

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael G DeCata	Director	0.30	Director	$0	$0	$0
Brian McGuire	Chairman-Elect of the AEC	0.30	Director	$0	$0	$0
Greg Ferrara	Chairman Elect of the AEC	0.30	Director	$0	$0	$0
Kathryn Poethling Seymour	Director	0.30	Director	$0	$0	$0
Edward MacLeod	Chairman Elect of the AEC	0.30	Director	$0	$0	$0
George Keeley	Acting Secretary	0.30	Director	$0	$0	$0
Charles F Cohen	Director	0.30	Director	$0	$0	$0
Jeff McLendon	Chairman	0.30	Director	$0	$0	$0
Kevin Short	Director	0.30	Director	$0	$0	$0
Larry J Stoddard	Secretary of the board	0.30	Director	$0	$0	$0
Kathleen M Mazzarella	Director	0.30	Director	$0	$0	$0
Keith Rozolis	Director	0.30	Director	$0	$0	$0
Eric Hoplan	President & CEO	34.80	Officer	$954,077	$40,652	$1,143,367
Jade West	Chief Gov't Relations Offi	34.80	Key Emp	$237,806	$15,878	$291,602
Brian Wild	Chief Gov't Relations Offi	34.80	Key Emp	$258,806	$14,012	$313,584
Bartholomeus Tessel	Chief Innovation Officer	34.80	Key Emp	$258,893	$36,770	$339,843
Dianna Steinbach	Chief Operations Officer	34.80	Key Emp	$203,353	$49,303	$290,409
Elizabeth Shrum	Chief Communications Officer	34.80	Key Emp	$154,309	$20,995	$201,499
Daniel Schuberth	Chief Revenue Officer	34.80	Key Emp	$297,544	$27,668	$373,807
Patricia Simpson	VP - Member Programs	34.80	Highest	$133,528	$21,495	$178,187
Adam Isenberg	Vice President - Corporate	34.80	Highest	$182,987	$28,200	$242,744
Alexander Hendrie	Assoc VP - Government	34.80	Highest	$146,398	$14,299	$184,709
Anna Natasha Wells	VP of Corporate Engagement	34.80	Highest	$142,244	$22,779	$189,682
Joyce Goldman	VP - Operations	34.80	Highest	$159,446	$24,162	$211,044

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	$10,920,767	$11,329,787	$17,892,594	$-409,020
2022	$9,118,251	$8,811,779	$18,679,650	$306,472
2022	$227,218	$661,969	$17,989,833	$-434,751
2021	$6,480,400	$7,318,692	$18,587,673	$-838,292
2020	$5,932,308	$5,424,543	$12,222,472	$507,765
2019	$6,114,607	$5,761,437	$11,756,287	$353,170
2018	$6,053,785	$5,588,153	$11,388,405	$465,632

National Association of Wholesaler- Distributors Inc