Utah Beer Wholesalers Assoc (EIN 237304511) - 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

1960

Legal Domicile

Principal Officer

Katie A Bradshaw

Phone

8015599017

Tax Period

2025-01-01 to 2025-12-31

Utah Beer Wholesalers Assoc, founded in 1960, is a small nonprofit that reported $235K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $62K, a strong 26% operating margin.

Mission

Work with government agencies, the public and businesses to promote better relations, safety and understanding and awareness of issues related to alcoholic beverages.

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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 (2025)

Revenue Breakdown

Contributions & Grants $218,677

Program Service Revenue $0

Investment Income $16,164

Other Revenue $0

TOTAL REVENUE $234,841

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $154,560

Other Expenses $167,989

TOTAL EXPENSES $172,989

Year-over-Year Comparison

	2025	2024	Change
Revenue	$234,841	$213,272	+0.1%
Expenses	$172,989	$175,496	0.0%
Net Income	$61,852	$37,776	+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

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
Andy Zweber	Chairman	0.30	Officer Director	$0	$0	$0
Keith Jeffrey	Vice Chairman	0.30	Officer Director	$0	$0	$0
Shanna Clay	Treasurer	0.30	Officer Director	$0	$0	$0
Ryan Harding	Director	0.30	Director	$0	$0	$0
Tyler Peterson	Director	0.30	Director	$0	$0	$0
Terry White	Director	0.30	Director	$0	$0	$0
Katie A Bradshaw	Exec Direct/Secret	12.00	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	$234,841	$172,989	$580,651	$61,852
2024	$213,272	$175,496	$500,872	$37,776
2023	$202,093	$163,387	$442,287	$38,706
2022	$209,142	$162,828	$381,773	$46,314
2021	$206,811	$147,478	$378,829	$59,333
2020	$192,979	$164,483	$318,330	$28,496
2019	$191,952	$148,452	$288,981	$43,500
2018	$169,161	$138,975	$248,657	$30,186

Utah Beer Wholesalers Assoc