SOUTHERN ASSOCIATION OF WHOLESALE DISTRIBUTORS INC (EIN 580440190) - 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

1922

Legal Domicile

Principal Officer

VJ MAYOR

Phone

7068459085

Tax Period

2024-01-01 to 2024-12-31

SOUTHERN ASSOCIATION OF WHOLESALE DISTRIBUTORS INC, founded in 1922, is a small nonprofit that reported $891K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

PROMOTE THE WHOLESALE DISTRIBUTION INDUSTRY AND EDUCATE ITS RESPECTIVE MEMBERS.

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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 $59,500

Program Service Revenue $729,061

Investment Income $69,009

Other Revenue $32,979

TOTAL REVENUE $890,549

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $874,178

TOTAL EXPENSES $874,178

Year-over-Year Comparison

	2024	2023	Change
Revenue	$890,549	$957,740	-0.1%
Expenses	$874,178	$747,035	+0.2%
Net Income	$16,371	$210,705	-0.9%

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
JACK CASANOVA	PRESIDENT	0.50	Officer Director	$0	$0	$0
APRIL GARVER	1ST VP/CONTR	0.50	Officer Director	$0	$0	$0
CHRIS SMYTHERS	2ND VICE PRE	0.50	Officer Director	$0	$0	$0
ROSS HAYNES	3RD VICE PRE	0.50	Officer Director	$0	$0	$0
SAM STEWART	BOARD CHAIRM	0.50	Officer Director	$0	$0	$0
CHRIS D'AMICO	STATE DIRECT	0.50	Director	$0	$0	$0
NELSON PARKER	STATE DIRECT	0.50	Director	$0	$0	$0
PAULA GLIDEWELL	STATE DIRECT	0.50	Director	$0	$0	$0
SUSIE DOUGLAS MUNSON	STATE DIRECT	0.50	Director	$0	$0	$0
CHRIS HOBSON	STATE DIRECT	0.50	Director	$0	$0	$0
CARLOS ZUMARRAGA	STATE DIRECT	0.50	Director	$0	$0	$0
DON CHILDERS	STATE DIRECT	0.50	Director	$0	$0	$0
JAKE STEWART	STATE DIRECT	0.50	Director	$0	$0	$0
DAN MCINTYRE	STATE DIRECT	0.50	Director	$0	$0	$0
MORGAN ALLAIN	STATE DIRECT	0.50	Director	$0	$0	$0
RANDY LONG	STATE DIRECT	0.50	Director	$0	$0	$0
JACK PARKER	STATE DIRECT	0.50	Director	$0	$0	$0
LAWSON WILLIAMS	STATE DIRECT	0.50	Director	$0	$0	$0
JIMMY NAIFEH	STATE DIRECT	0.50	Director	$0	$0	$0
GREG CROSS	STATE DIRECT	0.50	Director	$0	$0	$0
LEANNE JENNINGS	STATE DIRECT	0.50	Director	$0	$0	$0
MARTY HOWELL	STATE DIRECT	0.50	Director	$0	$0	$0
CHAD PICKEL	STATE DIRECT	0.50	Director	$0	$0	$0
WELDIE MURRAY	STATE DIRECT	0.50	Director	$0	$0	$0
JOHN PRICKETTE	STATE DIRECT	0.50	Director	$0	$0	$0
STEVE YAWN	STATE DIRECT	0.50	Director	$0	$0	$0
ROBIN RAY	STATE DIRECT	0.50	Director	$0	$0	$0
RANDY EMANUELSON	STATE DIRECT	0.50	Director	$0	$0	$0
CHAD GUMMER	STATE DIRECT	0.50	Director	$0	$0	$0
EMILE CANTRELL	AT-LARGE DIR	0.50	Director	$0	$0	$0
KIM DUET	AT-LARGE DIR	0.50	Director	$0	$0	$0
MICHAEL WAGNON	AT-LARGE DIR	0.50	Director	$0	$0	$0
WEBB ROBERTS	LEGISLATIVE	0.50	Director	$0	$0	$0
MEREDITH HOLD	LEGISLATIVE	0.50	Director	$0	$0	$0
JEFF THOMPSON	LEGISLATIVE	0.50	Director	$0	$0	$0
MATT DOMINGO	LEGISLATIVE	0.50	Director	$0	$0	$0
MIKE VITELLO	MANUFACTURER	0.50	Director	$0	$0	$0
CRAIG SKONIECZNY	MANUFACTURER	0.50	Director	$0	$0	$0
DEVIN FOGLEMAN	MANUFACTURER	0.50	Director	$0	$0	$0
BOB TROAST	MANUFACTURER	0.50	Director	$0	$0	$0
KOURTNEY MOODY	MANUFACTURER	0.50	Director	$0	$0	$0
SCOTT HILL	MANUFACTURER	0.50	Director	$0	$0	$0
JAMES NEWMAN	MANUFACTURER	0.50	Director	$0	$0	$0
TJ HAM	MANUFACTURER	0.50	Director	$0	$0	$0
ANDREW PANAGOPLOS	MANUFACTURER	0.50	Director	$0	$0	$0
STEVE STOMEL	MANUFACTURER	0.50	Director	$0	$0	$0
BRIAN WERTH	MANUFACTURER	0.50	Director	$0	$0	$0
SHANE MILLER	MANUFACTURER	0.50	Director	$0	$0	$0
JOE NICOLAUS	MANUFACTURER	0.50	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	$890,549	$874,178	$1,800,065	$16,371
2023	$957,740	$747,035	$1,712,470	$210,705
2022	$839,284	$727,562	$1,437,544	$111,722
2021	$735,285	$644,410	$1,465,753	$90,875
2020	$583,721	$423,919	$1,286,418	$159,802
2019	$799,089	$713,449	$1,176,290	$85,640
2018	$705,414	$612,922	$874,722	$92,492

SOUTHERN ASSOCIATION OF WHOLESALE DISTRIBUTORS INC