FLORIDA BEER WHOLESALERS ASSOCIATION INC (EIN 237010038) - 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

1993

Legal Domicile

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.

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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 $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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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

$275,000

Total Directors

$275,000

Key Employees

Highest Compensated

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

FLORIDA BEER WHOLESALERS ASSOCIATION INC