WESTERN PETROLEUM MARKETERS ASSOCIATION (EIN 870223789) - 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

1953

Legal Domicile

Principal Officer

GENE INGLESBY

Phone

8012639762

Tax Period

2023-07-01 to 2024-06-30

WESTERN PETROLEUM MARKETERS ASSOCIATION, founded in 1953, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $546K, a strong 19% operating margin.

Mission

THE MISSION OF WPMA IS TO ASSIST MEMBERS IN INCREASING THEIR BUSINESS EFFECTIVENESS AND PROFITABILITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,727,776

Investment Income $219,826

Other Revenue $0

TOTAL REVENUE $2,947,602

Expense Breakdown

Grants Paid $0

Salaries & Benefits $725,727

Fundraising Expenses $0

Other Expenses $1,676,071

TOTAL EXPENSES $2,401,798

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,947,602	$2,649,864	+0.1%
Expenses	$2,401,798	$2,360,123	+0.0%
Net Income	$545,804	$289,741	+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

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

$286,873

Total Directors

$286,873

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GENE INGLESBY	CEO	50.00	Officer Director	$245,781	$41,092	$286,873
JEREMY BAUTISTA	PRESIDENT	1.00	Officer Director	$0	$0	$0
MATT BERRY	1ST VP	1.00	Officer Director	$0	$0	$0
ANNIE MARSZAL	2ND VP, HI-E	1.00	Officer Director	$0	$0	$0
TODD SHAW	3RD VP	1.00	Officer Director	$0	$0	$0
BLAIN BOELTER	SEN EMA DIR-	1.00	Officer Director	$0	$0	$0
KARY TONJUM	IMMEDIATE PA	1.00	Officer Director	$0	$0	$0
ROBERT HOOD	DIRECTOR - H	1.00	Director	$0	$0	$0
ALBERT CHEE JR	DIRECTOR - H	1.00	Director	$0	$0	$0
DEREK BREWER	DIRECTOR - I	1.00	Director	$0	$0	$0
BRAD HOLLAND	DIRECTOR - I	1.00	Director	$0	$0	$0
TYLER HARKER	DIRECTOR - I	1.00	Director	$0	$0	$0
SCOTT CURRY	DIRECTOR - M	1.00	Director	$0	$0	$0
COLE MORT	DIRECTOR - M	1.00	Director	$0	$0	$0
ROGER SCHMECHEL	DIRECTOR - M	1.00	Director	$0	$0	$0
CRAIG ALLISON	DIRECTOR - N	1.00	Director	$0	$0	$0
KYLE CALL	DIRECTOR - N	1.00	Director	$0	$0	$0
JASON CASE	DIRECTOR - N	1.00	Director	$0	$0	$0
JUDGE DOBRIENT	DIRECTOR - N	1.00	Director	$0	$0	$0
ALEX HODGES SWINFORD	DIRECTOR - N	1.00	Director	$0	$0	$0
TOM HENNESSY	DIRECTOR - N	1.00	Director	$0	$0	$0
JEFF ROUSE	DIRECTOR - O	1.00	Director	$0	$0	$0
JOE SACOMANO	DIRECTOR - O	1.00	Director	$0	$0	$0
GABRIEL ZIRKLE	DIRECTOR - O	1.00	Director	$0	$0	$0
ROY HALL	DIRECTOR - U	1.00	Director	$0	$0	$0
CHANE KELLERSTRASS	DIRECTOR - U	1.00	Director	$0	$0	$0
TRAVIS COULTER	DIRECTOR - W	1.00	Director	$0	$0	$0
JARROD FRANSON	DIRECTOR - W	1.00	Director	$0	$0	$0
STEVE CLARK	DIRECTOR - W	1.00	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
2025	No data	No data	No data	No data
2024	$2,947,602	$2,401,798	$8,287,631	$545,804
2023	$2,649,864	$2,360,123	$7,764,565	$289,741
2022	$2,572,656	$2,251,709	$7,048,219	$320,947
2021	$443,981	$1,288,166	$6,468,522	$-844,185
2020	$2,201,184	$2,086,120	$7,021,345	$115,064
2019	$2,162,328	$2,109,908	$6,591,902	$52,420

WESTERN PETROLEUM MARKETERS ASSOCIATION