NORTHEAST WHOLESALERS ASSOCIATION

EIN: 871303692

LAGRANGE, GA

Total Revenue
$389,093
Total Expenses
$116,046
Total Assets
$524,690
Net Assets
$335,190
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Legal Domicile
ME
Principal Officer
JEFF ALLEN
Phone
7068459085
Tax Period
2023-01-01 to 2023-12-31

NORTHEAST WHOLESALERS ASSOCIATION is a small nonprofit that reported $389K in total revenue in fiscal year 2023. Revenue surged 218% from the prior year, signaling strong growth momentum. The organization ran a surplus of $273K, a strong 70% operating margin.

Mission

THE NORTHEAST WHOLESALERS ASSOCIATION IS ORGANIZED AND SHALL BE OPERATED ON A NON-PROFIT BASIS TO: - PROMOTE AND ADVANCE THE DISTRIBUTION OF PRODUCTS TO RETAILERS AND SUB- DISTRIBUTORS LOCATED IN THE NORTHEASTERN STATES OF THE UNITED STATES, INCLUDED BUT NOT LIMITED TO, CONNECTICUT, DELAWARE, MAINE, MARYLAND, MASSACHUSETTS, NEW HAMPSHIRE, NEW JERSEY, NEW YORK, PENNSYLVANIA, RHODE ISLAND, AND VERMONT (COLLETCIVELY, THE "NORTHEAST"); - PROMOTE ACTIVITIES AND PROGRAMS OF AN EDUATIONAL NATURE WITHIN THE INDUSTRY, DESIGNED TO IMPROVE BUSINESS PRACTICES, MERCHANDISING PROGRAMS, AND SERVICES; - ENCOURAGE A SPIRIT OF COOPERATION AMONG THE MEMBERS OF THE ASSOCIATION, THIER SUPPLIES AND CUSTOMERS; - COOPERATE WITH OTHER INDUSTRIES, ORGANIZATIONS AND GOVERNMENTAL AGENCIES ON MATTERS OF COMMON INTEREST; - PROVIDE A UNIFIED VOICE ON LEGISLATIVE, REGULATORY AND POLICY ISSUES THAT AFFECT THE WHOLESALE DISTRIBUTION INDUSTRY; AND - TO DO ANYTHING NECESSARY AND PROPER TO ACCOMPLISH THE OBJECTIVES OF THE

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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 $287,000
Program Service Revenue $102,000
Investment Income $93
Other Revenue $0
TOTAL REVENUE $389,093

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $116,046
TOTAL EXPENSES $116,046

Year-over-Year Comparison

2023 2022 Change
Revenue $389,093 $122,512 +2.2%
Expenses $116,046 $125,121 -0.1%
Net Income $273,047 $-2,609 -105.7%
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

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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
7
Independent Members
7
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
5
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFF ALLEN PRESIDENT 1.00
Officer Director
$0 $0 $0
CHRIS DUFFY DIRECTOR 1.00
Director
$0 $0 $0
KYLE FELDMAN SECRETARY 1.00
Officer Director
$0 $0 $0
NEFTALI GARCIA DIRECTOR 1.00
Director
$0 $0 $0
MIKE KELLEY VICE PRESIDE 1.00
Officer Director
$0 $0 $0
BARRY MARGOLIS TREASURER 1.00
Officer Director
$0 $0 $0
DAVID SCHWARTZ DIRECTOR 1.00
Director
$0 $0 $0
VJ MAYOR EXECUTIVE DI 4.00
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
2023 $389,093 $116,046 $524,690 $273,047
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