WINE & SPIRITS BROKERS ASSOCIATION… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

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.

Program Service Accomplishments

Program 1

LOBBIED FOR LEGISLATION THAT PROMOTES AND PROTECTS THE COMMON BUSINESS INTERESTS AND RIGHTS OF MEMBERS OF THE WINE AND SPIRITS INDUSTRY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
TARA JONES	PRESIDENT	Officer Director	$0	$0	$0
JOHN BAER	VICE PRESIDENT	Officer Director	$0	$0	$0
MIKE NEGRA	DIRECTOR	Director	$0	$0	$0
AUDREY ROTELL	ADMINISTRATOR	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

WINE & SPIRITS BROKERS ASSOCIATION OF PENNSYLVANIA