NEW YORK STATE BEER WHOLESALERS ASSOCIATION INC (EIN 131101553) - 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

1934

Legal Domicile

Principal Officer

STEVEN W HARRIS

Phone

5184656115

Tax Period

2024-11-01 to 2025-10-31

NEW YORK STATE BEER WHOLESALERS ASSOCIATION INC, founded in 1934, is a small nonprofit that reported $754K in total revenue in fiscal year 2024. The organization ran a surplus of $173K, a strong 23% operating margin.

Mission

PROVIDE MEMBERS EDUCATIONAL AND INFORMATIONAL SERVICES REGARDING ISSUES AFFECTING THE BEER WHOLESALE INDUSTY AND REPRESENT THE INTERESTS OF THE INDUSTRY TO THE NYS LEGISLATURE.

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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 $598,027

Program Service Revenue $-1,750

Investment Income $157,451

Other Revenue $0

TOTAL REVENUE $753,728

Expense Breakdown

Grants Paid $274

Salaries & Benefits $111,363

Fundraising Expenses $0

Other Expenses $469,306

TOTAL EXPENSES $580,943

Year-over-Year Comparison

	2024	2023	Change
Revenue	$753,728	$715,388	+0.1%
Expenses	$580,943	$646,661	-0.1%
Net Income	$172,785	$68,727	+1.5%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN ROSE	DIRECTOR	10.00	Director	$0	$0	$0
KYLE BARBEAU	DIRECTOR	10.00	Director	$0	$0	$0
PATRICK ENGLISH	DIRECTOR	10.00	Director	$0	$0	$0
JEFF DODSWORTH	DIRECTOR	10.00	Director	$0	$0	$0
ROCCO TESTANI III	DIRECTOR	10.00	Director	$0	$0	$0
STEVEN HARRIS	PRESIDENT	10.00	Officer	$0	$0	$0
ADAM RICHARDSON	EXECUTIVE DIRECTOR	10.00	Officer	$0	$0	$0
TYLER CAPPILLINO	OFFICERS AT LARGE	10.00	Officer	$0	$0	$0
DAN DORSEY JR	CHAIRMAN OF THE BOARD	10.00	Officer	$0	$0	$0
ALEX BERGSON	CHAIRMAN ELECT	10.00	Officer	$0	$0	$0
DEBRA BOENING	IMMEDIATE PAST CHAIRMAN	10.00	Officer	$0	$0	$0
TESSA TOBIN	SECRETARY	10.00	Officer	$0	$0	$0
MATHEW VUKELIC	TREASURER	10.00	Officer	$0	$0	$0
RUSS TEPLITZKY	DIRECTOR	10.00	Officer	$0	$0	$0
CHAD MCCRAITH	OFFICERS AT LARGE	10.00	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
2025	$753,728	$580,943	$3,135,850	$172,785
2024	$715,388	$646,661	$2,774,766	$68,727
2023	$640,788	$602,957	$2,276,754	$37,831
2022	$595,709	$610,843	$2,109,582	$-15,134
2021	$713,970	$538,361	$2,450,593	$175,609
2020	$582,542	$503,503	$1,918,123	$79,039
2019	$660,449	$468,552	$1,873,309	$191,897
2018	$732,124	$443,127	$1,541,686	$288,997

NEW YORK STATE BEER WHOLESALERS ASSOCIATION INC