Retail Wholesale & Dept Sore (EIN 580902438) - 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

1930

Legal Domicile

Principal Officer

Jennifer Drew

Phone

4047580865

Tax Period

2024-01-01 to 2024-12-31

Retail Wholesale & Dept Sore, founded in 1930, is a small nonprofit that reported $619K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $735K exceeded revenue, resulting in a 19% operating deficit.

Mission

Servicing Union Membership.

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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 $0

Program Service Revenue $569,728

Investment Income $693

Other Revenue $48,132

TOTAL REVENUE $618,553

Expense Breakdown

Grants Paid $0

Salaries & Benefits $258,324

Fundraising Expenses $0

Program Expenses $14,108

Other Expenses $462,775

TOTAL EXPENSES $735,207

Year-over-Year Comparison

	2024	2023	Change
Revenue	$618,553	$766,194	-0.2%
Expenses	$735,207	$694,454	+0.1%
Net Income	$-116,654	$71,740	-2.6%

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

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

$135,841

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Shackelford	Vice President	001.00	Officer	$97,049	$0	$97,049
Jennifer Drew	VP/ Financial Secretary	040.00	Officer	$38,792	$0	$38,792
Edgar Fields	President	001.00	Officer	$0	$0	$0
Greg Scandrett	Secretary-Treasurer	001.00	Officer	$0	$0	$0
Robert Hope	Vice President	001.00	Officer	$0	$0	$0
Oscar Clayton	VP/Sergeant at Arms	001.00	Officer	$0	$0	$0
Michael Mesa	Recorder	001.00	Officer	$0	$0	$0
Ronus Thomas	Vice President	001.00	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
2024	$618,553	$735,207	$831,851	$-116,654
2023	$766,194	$694,454	$908,863	$71,740
2022	$837,817	$661,384	$847,744	$176,433
2021	$827,801	$692,208	$656,801	$135,593
2020	$772,924	$694,327	$519,641	$78,597
2019	$779,001	$772,822	$442,988	$6,179
2018	$637,033	$753,847	$435,709	$-116,814

Retail Wholesale & Dept Sore