ASSOCIATION FOR WHOLESAILING DIVERSITY

EIN: 843778990 501(c)(3) Public & Societal Benefit

Merrille, IN

Total Revenue
$594,154
Total Expenses
$587,403
Total Assets
$192,903
Net Assets
$192,903
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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
2020
Legal Domicile
CO
Principal Officer
Marlon Hall
Phone
3032420948
Tax Period
2023-01-01 to 2023-12-31

ASSOCIATION FOR WHOLESAILING DIVERSITY, founded in 2020, is a small nonprofit in the Public & Societal Benefit sector that reported $594K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum.

Mission

Assisst African Americans in the financial services industry

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $586,192
Program Service Revenue $6,595
Investment Income $1,367
Other Revenue $0
TOTAL REVENUE $594,154

Expense Breakdown

Grants Paid $26,779
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $581,424
Other Expenses $560,624
TOTAL EXPENSES $587,403

Year-over-Year Comparison

2023 2022 Change
Revenue $594,154 $431,753 +0.4%
Expenses $587,403 $345,317 +0.7%
Net Income $6,751 $86,436 -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

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Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Marlon Hall President, Chairman 030.00
Officer Director
$0 $0 $0
Wayne Ewan Vice President 002.00
Officer Director
$0 $0 $0
Ron Williams Vice President 002.00
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
2024 No data No data No data No data
2023 $594,154 $587,403 $192,903 $6,751
2021 $147,000 $35,068 $126,793 $111,932
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