WINE AND SPIRITS WHOLESALERS OF TEXAS (EIN 208456852) - 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

2007

Legal Domicile

Principal Officer

RICKY KNOX

Phone

5126380270

Tax Period

2023-01-01 to 2023-12-31

WINE AND SPIRITS WHOLESALERS OF TEXAS, founded in 2007, is a small nonprofit in the Community Improvement sector that reported $664K in total revenue in fiscal year 2023. Expenses of $589K left a modest 11% surplus.

Mission

PROMOTING THE RESPONSIBLE MANUFACTURING, DISTRIBUTION AND SALE OF ALCOHOL IN TEXAS. FIGHTING UNDERAGE CONSUMPTION OF ALCOHOL IN TEXAS BY EDUCATING THE PUBLIC, THE HOSPITALITY INDUSTRY AND ELECTED OFFICIALS ON THE DANGERS OF UNDERAGE DRINKING.

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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 (2023)

Revenue Breakdown

Contributions & Grants $660,000

Program Service Revenue $0

Investment Income $4,168

Other Revenue $0

TOTAL REVENUE $664,168

Expense Breakdown

Grants Paid $11,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $577,888

TOTAL EXPENSES $588,888

Year-over-Year Comparison

	2023	2022	Change
Revenue	$664,168	$660,000	+0.0%
Expenses	$588,888	$515,468	+0.1%
Net Income	$75,280	$144,532	-0.5%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN BECKER	DIRECTOR	N/A	Director	$0	$0	$0
VIC BROOKS	DIRECTOR	N/A	Director	$0	$0	$0
BOB HENDRICKSON	DIRECTOR	N/A	Director	$0	$0	$0
JAY JOHNSON	DIRECTOR	N/A	Director	$0	$0	$0
RICKY KNOX	PRESIDENT	N/A	Officer Director	$0	$0	$0
MATT METZ	DIRECTOR	N/A	Director	$0	$0	$0
ALAN STEEN	DIRECTOR	N/A	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	No data	No data	No data	No data
2023	$664,168	$588,888	$552,288	$75,280
2022	$660,000	$515,468	$473,469	$144,532
2021	$660,000	$546,906	$391,108	$113,094
2020	$592,783	$537,568	$256,848	$55,215
2019	$351,516	$531,163	$156,633	$-179,647

WINE AND SPIRITS WHOLESALERS OF TEXAS