WINE & SPIRITS BROKERS ASSOCIATION OF PENNSYLVANIA

EIN: 030501715 Community Improvement

MIAMI, FL

Total Revenue
$105,168
Total Expenses
$111,668
Total Assets
$14,993
Net Assets
$14,993
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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
2002
Legal Domicile
PA
Principal Officer
SCOTT PICKFORD
Phone
3056254171
Tax Period
2024-01-01 to 2024-12-31

WINE & SPIRITS BROKERS ASSOCIATION OF PENNSYLVANIA, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $105K in total revenue in fiscal year 2024.

Mission

TO PROMOTE THE COMMON BUSINESS INTERESTS OF MEMBERS OF THE WINE AND SPIRITS INDUSTRY IN PENNSYLVANIA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,000
Program Service Revenue $104,168
Investment Income $0
Other Revenue $0
TOTAL REVENUE $105,168

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $111,668
TOTAL EXPENSES $111,668

Year-over-Year Comparison

2024 2023 Change
Revenue $105,168 $105,553 0.0%
Expenses $111,668 $121,003 -0.1%
Net Income $-6,500 $-15,450 -0.6%
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

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Governance

Voting Members
2
Independent Members
2
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
2
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TARA JONES PRESIDENT 0.0
Officer Director
$0 $0 $0
JOHN BAER VICE PRESIDENT 0.0
Officer Director
$0 $0 $0
MIKE NEGRA DIRECTOR 0.0
Director
$0 $0 $0
AUDREY ROTELL ADMINISTRATOR 0.0
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 $105,168 $111,668 $14,993 $-6,500
2023 $105,553 $121,003 $21,493 $-15,450
2022 $134,280 $118,530 $36,943 $15,750
2021 $130,642 $122,539 $21,193 $8,103
2020 No data $7,824 $13,089 No data
2019 $20,000 $15,724 $20,913 $4,276
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