WINE AND SPIRITS WHOLESALERS OF CONNECTICUT INC (EIN 060305490) - 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

1964

Legal Domicile

Principal Officer

VICTORIA GRIFFIN

Phone

2039391869

Tax Period

2024-07-01 to 2025-06-30

WINE AND SPIRITS WHOLESALERS OF CONNECTICUT INC, founded in 1964, is a small nonprofit that reported $706K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $677K left a modest 4% surplus.

Mission

TRADE ASSOCIATION TO ESTABLISH AND MAINTAIN THE INTEGRITY OF THE WINE AND SPIRITS WHOLESALERS THROUGHOUT THE STATE OF CONNECTICUT

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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 (2024)

Revenue Breakdown

Contributions & Grants $706,048

Program Service Revenue $0

Investment Income $11

Other Revenue $0

TOTAL REVENUE $706,059

Expense Breakdown

Grants Paid $0

Salaries & Benefits $96,753

Fundraising Expenses $0

Program Expenses $676,525

Other Expenses $579,772

TOTAL EXPENSES $676,525

Year-over-Year Comparison

	2024	2023	Change
Revenue	$706,059	$645,605	+0.1%
Expenses	$676,525	$637,661	+0.1%
Net Income	$29,534	$7,944	+2.7%

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

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

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

$78,671

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY ROSENBERG	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN ALBENZE	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW EDER	DIRECTOR	0.50	Director	$0	$0	$0
ROGER LOEB	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS SIMPSON	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN LEWIS	DIRECTOR	0.50	Director	$0	$0	$0
LAWRENCE F CAFERO	PRESIDENT/EXECUTIVE DIRECT	4.00	Officer	$0	$0	$0
VICTORIA GRIFFIN	SECRETARY	35.00	Officer	$78,671	$0	$78,671

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	$706,059	$676,525	$116,767	$29,534
2024	$645,605	$637,661	$108,076	$7,944
2023	$613,547	$657,871	$79,674	$-44,324
2022	$553,191	$558,770	$121,998	$-5,579
2021	$561,496	$524,942	$127,577	$36,554
2020	$721,957	$696,411	$106,241	$25,546
2019	$533,542	$571,941	$80,595	$-38,399

WINE AND SPIRITS WHOLESALERS OF CONNECTICUT INC