PENNSYLVANIA WINE & SPIRITS ASSOCIA

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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

2001

Legal Domicile

Principal Officer

KEVIN MCCARTY

Tax Period

2022-01-01 to 2022-12-31

PENNSYLVANIA WINE & SPIRITS ASSOCIA, founded in 2001, is a micro nonprofit in the Community Improvement sector that reported $78K in total revenue in fiscal year 2022. The organization ran a surplus of $27K, a strong 34% operating margin.

Mission

TO INFORM MEMBERS AS TO BUSINESS AND LEGISLATIVE DEVELOPMENTS TO INFORM MEMBERS AS TO BUSINESS AND LEGISLATIVE DEVELOPMENTS BUSINESS.

Program Service Accomplishments

Program 1

Expenses: $49,351 Revenue: $69,748

TO INFORM MEMBERS AS TO BUSINESS AND LEGISLATIVE DEVELOPMENTS TO INFORM MEMBERS AS TO BUSINESS AND LEGISLATIVE DEVELOPMENTS BUSINESS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $69,748

Investment Income $8,126

Other Revenue $0

TOTAL REVENUE $77,874

Expense Breakdown

Grants Paid $3,055

Salaries & Benefits $13,170

Fundraising Expenses $0

Program Expenses $49,351

Other Expenses $4,827

TOTAL EXPENSES $51,052

Year-over-Year Comparison

	2022	2021	Change
Revenue	$77,874	$73,186	+0.1%
Expenses	$51,052	$51,079	0.0%
Net Income	$26,822	$22,107	+0.2%

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

$40,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN MCCARTY	EXECUTIVE DI	N/A	Officer	$30,000	$0	$30,000
AUDREY ROTELL	ADMINISTRATO	N/A	Officer	$10,000	$0	$10,000
VINCE LABELLA	VICE PRESIDE	N/A	Officer	$0	$0	$0
STEVE PUMA	PRESIDENT	N/A	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
2022	$77,874	$51,052	$261,084	$26,822
2021	$73,186	$51,079	$250,633	$22,107
2020	$64,736	$53,164	$229,204	$11,572
2019	$71,569	$79,220	$219,324	$-7,651
2018	$62,627	$74,091	$227,615	$-11,464