INDEPENDENT BOTTLERS ASSOCIATION

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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

2008

Legal Domicile

Principal Officer

Barry Begun

Phone

7202357889

Tax Period

2023-01-01 to 2023-12-31

INDEPENDENT BOTTLERS ASSOCIATION, founded in 2008, is a small nonprofit in the Community Improvement sector that reported $812K in total revenue in fiscal year 2023.

Mission

The mission of the organization is to promote the interests of businesses engaged in the manufacturing, sale and/or distribution of soft drink products.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

Education: The Association educates the constituents with respect to benefits provided by independent bottlers, and provides information that assists the recipients in understanding the independent bottling business as differentiated from the large publicly traded bottlers. The Association educates its members about the differing market economics of carbonated beverages across the United States. The Association educates with respect to legislative issues that affect independent bottlers, as well as legal analysis on proposed legislation, court cases, and other important legal issues. The Association offers its membership updates on human resources issues and technology advancements.

Program 2

Expenses: $0 Revenue: $0

Annual meetings: The Independent Bottlers Association held its annual meeting with all members on October 24 and 25, 2023 and updated the membership on national issues affecting the independent...

Annual meetings: The Independent Bottlers Association held its annual meeting with all members on October 24 and 25, 2023 and updated the membership on national issues affecting the independent bottling system.

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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 $804,610

Investment Income $7,228

Other Revenue $0

TOTAL REVENUE $811,838

Expense Breakdown

Grants Paid $0

Salaries & Benefits $441,142

Fundraising Expenses $0

Program Expenses $0

Other Expenses $348,469

TOTAL EXPENSES $789,611

Year-over-Year Comparison

	2023	2022	Change
Revenue	$811,838	$791,760	+0.0%
Expenses	$789,611	$678,467	+0.2%
Net Income	$22,227	$113,293	-0.8%

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

$284,366

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Barry Begun	President/Executive Director	40	Officer	$276,083	$8,283	$284,366
Michael Wittman-Havens	National Retail Sales Director	40	Highest	$125,100	$3,753	$128,853
Sterling Whitley	Chairman	1	Director	$0	$0	$0
Will Gokey	Vice Chairman	1	Director	$0	$0	$0
Mary Burks	Past Chairperson	1	Director	$0	$0	$0
Andrew Allen	Director	1	Director	$0	$0	$0
Robert Anania	Director	1	Director	$0	$0	$0
Steve Bocchi	Director	1	Director	$0	$0	$0
Shanna Clay	Director	1	Director	$0	$0	$0
Michael Gantz	Director	1	Director	$0	$0	$0
Palmer Nackard	Director	1	Director	$0	$0	$0
Tim Tenney	Director	1	Director	$0	$0	$0
Mike Trammell	Director	1	Director	$0	$0	$0
Jim Bennett	Director	1	Director	$0	$0	$0
Bobby Walker	Director	1	Director	$0	$0	$0
Hooper Matthews	Director	1	Director	$0	$0	$0
Pete Schueller	Director	1	Director	$0	$0	$0
Jody Holle	Treasurer	2	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$811,838	$789,611	$452,339	$22,227
2022	$791,760	$678,467	$429,970	$113,293
2021	$828,347	$841,156	$316,677	$-12,809
2020	$1,013,039	$900,719	$329,486	$112,320
2019	$871,030	$1,152,948	$217,166	$-281,918
2018	$847,900	$842,760	$499,084	$5,140