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Nonprofit · EIN 36-6137215

NAW INSTITUTE FOR DISTRIBUTION EXCELLENCE

Tax-exempt · WASHINGTON, DC 20005

Financials

$254K$132K2023$120K$33K2024
Revenue Expenses · by fiscal year end
Financials of NAW INSTITUTE FOR DISTRIBUTION EXCELLENCE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$120,479$33,270$87,209$432,802$21,105$411,697
December 31, 2023990$253,511$131,691$121,820$377,548$53,060$324,488
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$119,300
Other revenue
$1,179

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$8,056
Other expenses
$25,214

Balance sheet and other

Total assets, start of year
$326,025
Total assets, end of year
$432,802
Total liabilities, end of year
$21,105
Net assets, end of year
$411,697
Cash, savings and investments
$386,916
Gross receipts
$120,479

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Eric HoplinPresident0.5$0
Alicia CopelandDirector0.32$0
Victor Jury JrDirector0.32$0
Adam DerryDirector0.32$0
Keith HubbardDirector0.32$0
Jim KaasDirector0.32$0
Heidi LevittDirector0.32$0
Corey RosenbuschDirector0.32$0
Michael DeCataDirector0.32$0
Alan RouseDirector0.32$0
J D EwingChairman0.32$0
Sonya WellsDirector0.32$0
990 for the year ended December 31, 2023: 19 people
NameTitleHours / weekCompensationFrom related orgs
Eric HoplinPresident
Officer
0.5$0$1,143,368
Alicia CopelandDirector
Trustee or director
0.32$0$0
Michael DecataDirector
Trustee or director
0.32$0$0
Adam DerryDirector
Trustee or director
0.32$0$0
Kevin GammonleyDirector
Trustee or director
0.32$0$0
Keith HubbardDirector
Trustee or director
0.32$0$0
Vic JuryDirector
Trustee or director
0.32$0$0
Jim KaasDirector
Trustee or director
0.32$0$0
Heidi LevittDirector
Trustee or director
0.32$0$0
Corey RosenbuschDirector
Trustee or director
0.32$0$0
Alan RouseDirector
Trustee or director
0.32$0$0
Kathleen ShanahanDirector
Trustee or director
0.32$0$0
Patrick McCurdy IIIDirector
Trustee or director
0.32$0$0
Jeff McLendonDirector
Trustee or director
0.32$0$0
Kimberly BolinDirector
Officer
0.32$0$0
Richard W Church IIVice Chairman
Officer
0.32$0$0
JD EwingChairman
Officer
0.32$0$0
Bart TesselTreasurer
Officer
0.32$0$0
George KeeleyActing Secretary
Officer
0.32$0$0

Address and contacts

Address (IRS master file)
1325 G ST NW STE 1000, WASHINGTON, DC 20005-3134
Signed the 990-EZ
Eric Hoplin, CEO
Phone
(202) 872-0885
Return prepared by
ChapinSandstrom LLC

Mission

The Institute's mission is to sponsor and disseminate research into strategic management issues affecting the wholesale-distribution industry.

990-EZ for the year ended December 31, 2024

Program accomplishments

  • Publications: Consistent with its mission, the Institute is a leading publisher of research exclusively for and about the wholesale-distribution industry. The premier publication consists of its Facing the Forces of Change series. Its most recent publication in the series which was released, is a deep dive into the wholesale-distribution industry with themes including identifying the primary industry disrupter and implications of a changing workforce.
  • The NAW Institute of Distribution Excellence established the Dirk Van Dongen Fellowship in commemoration of his lifelong commitment to the American economy and his unwavering support for free enterprise. This distinguished fellowship will support pioneering research on the benefits of free enterprise and the advancement of free market capitalism in government policy.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
36-6137215
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1966
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$432,802
Income (IRS master file)
$120,479

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$120,479$33,270$432,802XML
990December 2023$253,511$131,691$377,548XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-6137215).

Questions about NAW INSTITUTE FOR DISTRIBUTION EXCELLENCE

What is the EIN of NAW INSTITUTE FOR DISTRIBUTION EXCELLENCE?
The employer identification number (EIN) of NAW INSTITUTE FOR DISTRIBUTION EXCELLENCE is 36-6137215.
Is NAW INSTITUTE FOR DISTRIBUTION EXCELLENCE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
Are donations to NAW INSTITUTE FOR DISTRIBUTION EXCELLENCE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does NAW INSTITUTE FOR DISTRIBUTION EXCELLENCE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of NAW INSTITUTE FOR DISTRIBUTION EXCELLENCE due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NAW INSTITUTE FOR DISTRIBUTION EXCELLENCE last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
Who are the officers and directors of NAW INSTITUTE FOR DISTRIBUTION EXCELLENCE?
The 990-EZ for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
How much revenue does NAW INSTITUTE FOR DISTRIBUTION EXCELLENCE have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $120,479, expenses of $33,270 and total assets of $432,802 at year end.

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