WHOLESALE BEER AND WINE ASSOC OF OHIO (EIN 314341790) - 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

1935

Legal Domicile

Principal Officer

GREG HIPP

Phone

6142243500

Tax Period

2023-12-01 to 2024-11-30

WHOLESALE BEER AND WINE ASSOC OF OHIO, founded in 1935, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Expenses of $1.7M left a modest 5% surplus.

Mission

THE WHOLESALE BEER AND WINE ASSOCIATION OF OHIO IS COMMITTED TO: (1) SERVING THE LEGISLATIVE, REGULATORY AND LEGAL NEEDS OF ITS WHOLESALERS; (2) SERVING THE WHOLESALERS' BUSINESS NEEDS THROUGH EDUCATION, INFORMATION DISSEMINATION, AND ACCESS TO NEW PRODUCTS AND SERVICES; AND (3) EDUCATING AND COMMUNICATING TO THE GOVERNMENT AND PUBLIC AT LARGE ON ISSUES REGARDING THE BEER AND WINE INDUSTRY, INCLUDING RESPONSIBLE CONSUMPTION.

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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 $1,722,606

Investment Income $10,936

Other Revenue $32,486

TOTAL REVENUE $1,766,028

Expense Breakdown

Grants Paid $52,128

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,633,284

TOTAL EXPENSES $1,685,412

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,766,028	$1,697,609	+0.0%
Expenses	$1,685,412	$1,868,094	-0.1%
Net Income	$80,616	$-170,485	-1.5%

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
JASON EDWARDS	TREASURER	3.00	Officer Director	$0	$0	$0
GREGG HIPP	PRESIDENT	3.00	Officer Director	$0	$0	$0
AUSTIN PHILLIPS	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
SARAH SCHWAB	SECRETARY	3.00	Officer Director	$0	$0	$0
JIMMY CARPENTER	DIRECTOR	1.00	Director	$0	$0	$0
CASEY FORBES	DIRECTOR	1.00	Director	$0	$0	$0
BROCK ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL BAUGHMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID A RABER	EXECUTIVE DIRECTOR	40.00	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
2024	$1,766,028	$1,685,412	$625,937	$80,616
2023	$1,697,609	$1,868,094	$487,732	$-170,485
2022	$1,611,355	$1,407,320	$566,006	$204,035
2021	$1,538,524	$1,658,761	$469,464	$-120,237
2020	$1,424,238	$1,461,727	$568,375	$-37,489
2019	$1,596,098	$1,585,711	$590,039	$10,387
2018	$1,628,626	$1,666,056	$548,577	$-37,430

WHOLESALE BEER AND WINE ASSOC OF OHIO