FLORIDA BEER WHOLESALERS ASSOCIATION INC

EIN: 237010038

TALLAHASSEE, FL

Total Revenue
$1,096,292
Total Expenses
$965,122
Total Assets
$1,490,365
Net Assets
$1,341,757
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
FL
Principal Officer
JARED ROSS
Phone
8502242337
Tax Period
2023-01-01 to 2023-12-31

FLORIDA BEER WHOLESALERS ASSOCIATION INC, founded in 1993, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $965K left a modest 12% surplus.

Mission

TO PROVIDE A CLEAR LINE OF COMMUNICATION AND RESPONSE BETWEEN THE INDUSTRY AND THE DECISION POLICY MAKERS AND REGULATORS AT THE STATE LEVEL, COOPERATE WITH AND ASSIST THE DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION AND ALL GOVERNMENTAL AGENCIES IN MAINTAINING PROPER CONDUCT OF THE INDUSTRY, AND SOLICIT RECOGNITION AND ACCEPTANCE OF THE BEER INDUSTRY AS A DESIRABLE AND NECESSARY PART OF FLORIDA'S SOCIAL AND ECONOMIC LIFE.

Program Service Accomplishments

Program 1

FLORIDA BEER WHOLESALERS ASSOCIATION PROVIDES LEGISLATIVE AND INFORMATION SERVICES FOR INDUSTRY MEMBERS TO PROMOTE BETTER RELATIONS BETWEEN THE PUBLIC AND THE BEER INDUSTRY, ENCOURAGE ALL RETAILERS...

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FLORIDA BEER WHOLESALERS ASSOCIATION PROVIDES LEGISLATIVE AND INFORMATION SERVICES FOR INDUSTRY MEMBERS TO PROMOTE BETTER RELATIONS BETWEEN THE PUBLIC AND THE BEER INDUSTRY, ENCOURAGE ALL RETAILERS, DISTRIBUTORS AND BREWERS TO CONDUCT THEIR BUSINESSES IN AN ETHICAL MANNER, IMPROVE BUSINESS RELATIONS BETWEEN ALL MEMBERS OF THE INDUSTRY, AND WORK IN UNISON TO IMPROVE SERVICE TO THE PUBLIC.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,071,264
Investment Income $24,998
Other Revenue $30
TOTAL REVENUE $1,096,292

Expense Breakdown

Grants Paid $5,000
Salaries & Benefits $431,655
Fundraising Expenses $0
Other Expenses $528,467
TOTAL EXPENSES $965,122

Year-over-Year Comparison

2023 2022 Change
Revenue $1,096,292 $1,327,759 -0.2%
Expenses $965,122 $953,275 +0.0%
Net Income $131,170 $374,484 -0.6%
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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Governance

Voting Members
7
Independent Members
7
Employees
2
Volunteers
7

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
4
$275,000
Total Directors
8
$275,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JARED ROSS PRESIDENT 40.00
Officer Director
$273,700 $1,300 $275,000
KEN DALEY CHAIRMAN 1.00
Officer Director
$0 $0 $0
MATT SOKOLOWSKI VICE CHAIRMAN 1.00
Officer Director
$0 $0 $0
GEORGE HALPER TREASURER 1.00
Officer Director
$0 $0 $0
FRANK SCHWIEP MEMBER 1.00
Director
$0 $0 $0
CHRIS BOWLER MEMBER 1.00
Director
$0 $0 $0
ANDREA SAPUTO MEMBER 1.00
Director
$0 $0 $0
GENTRY PELHAM MEMBER 1.00
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 $1,096,292 $965,122 $1,490,365 $131,170
2022 $1,327,759 $953,275 $1,438,174 $374,484
2021 $902,849 $858,912 $908,433 $43,937
2020 $856,992 $773,683 $848,995 $83,309
2019 $882,739 $836,945 $750,899 $45,794
2018 $818,908 $842,112 $826,046 $-23,204
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