WINE & SPIRITS WHOLESALERS OF INDI… - Form 990 Financial Data

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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

1977

Legal Domicile

Principal Officer

JAMES PURUCKER

Phone

3179164300

Tax Period

2023-10-01 to 2024-09-30

WINE & SPIRITS WHOLESALERS OF INDIANA, founded in 1977, is a small nonprofit that reported $330K in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion.

Mission

PROMOTE INTEREST OF INDIANA WHOLESALE LIQUOR MEMBERS.

Program Service Accomplishments

Program 1

INCREASE PUBLIC AWARENESS OF THE INTERESTS OF THE WINE AND SPIRITS DEALERS OF INDIANA THROUGH CONFERENCES AND PUBLIC RELATIONS CAMPAIGNS.

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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 $330,000

Investment Income $0

Other Revenue $168

TOTAL REVENUE $330,168

Expense Breakdown

Grants Paid $23,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $299,902

TOTAL EXPENSES $322,902

Year-over-Year Comparison

	2023	2022	Change
Revenue	$330,168	$276,000	+0.2%
Expenses	$322,902	$299,092	+0.1%
Net Income	$7,266	$-23,092	-1.3%

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
JOHN BAKER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES PURUCKER	EXECUTIVE DIRECTOR	1.00	Officer 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	$330,168	$322,902	$24,641	$7,266
2023	$276,000	$299,092	$23,756	$-23,092
2022	$255,334	$275,746	$36,645	$-20,412
2021	$373,137	$237,624	$45,543	$135,513
2020	$425,387	$399,442	$22,705	$25,945
2019	$414,933	$367,294	$74,665	$47,639
2018	$337,592	$377,654	$26,581	$-40,062

WINE & SPIRITS WHOLESALERS OF INDIANA