HOOSIER BEVERAGE ASSOCIATION INC (EIN 351633559) - 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

1988

Legal Domicile

Principal Officer

DIANE MASARIU CARTER

Phone

3172378266

Tax Period

2023-01-01 to 2023-12-31

HOOSIER BEVERAGE ASSOCIATION INC, founded in 1988, is a small nonprofit that reported $121K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $169K exceeded revenue, resulting in a 40% operating deficit.

Mission

THE MISSION OF HOOSIER BEVERAGE ASSOCIATION IS TO SERVE ITS MEMBERS BY PROVIDING LEADERSHIP PROGRAMS AND SERVICES TO ENHANCE THEIR ABILITY TO CONDUCT BUSINESS SUCCESSFULLY.

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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 $111,213

Program Service Revenue $10,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $121,213

Expense Breakdown

Grants Paid $21,025

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $148,088

TOTAL EXPENSES $169,113

Year-over-Year Comparison

	2023	2022	Change
Revenue	$121,213	$147,303	-0.2%
Expenses	$169,113	$168,846	+0.0%
Net Income	$-47,900	$-21,543	+1.2%

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
CRAIG SEVERNS	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES WOLF	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVE FERNANDEZ	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
GARY ENDERS	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON ALEXANDER	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN CRAIG	DIRECTOR	1.00	Director	$0	$0	$0
FRANCIS ELLERT	DIRECTOR	1.00	Director	$0	$0	$0
KEITH JAEGER	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
ALISON PATIENT	DIRECTOR	1.00	Director	$0	$0	$0
HUTCH SCHUMAKER	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT BRUCE	DIRECTOR	1.00	Director	$0	$0	$0
DUSTIN BOYCE	DIRECTOR	1.00	Director	$0	$0	$0
ADAM FICKLIN	DIRECTOR	1.00	Director	$0	$0	$0
KELLY JOERGER	DIRECTOR	1.00	Director	$0	$0	$0
RYAN MCKELVEY	DIRECTOR	1.00	Director	$0	$0	$0
MARK BICKETT	DIRECTOR	1.00	Director	$0	$0	$0
DARREN CLARK	DIRECTOR	1.00	Director	$0	$0	$0
RANDY DOWNING	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN FAIRLESS	DIRECTOR	1.00	Director	$0	$0	$0
STEVE LODGE	DIRECTOR	1.00	Director	$0	$0	$0
DIANE MASARIU CARTER	EXECUTIVE DIRECTOR	25.00	Director	$0	$0	$0
JEFFREY BENTON	DIRECTOR	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	$121,213	$169,113	$353,959	$-47,900
2022	$147,303	$168,846	$401,859	$-21,543
2021	$147,357	$185,281	$423,402	$-37,924
2020	$148,036	$127,569	$461,326	$20,467
2019	$148,801	$149,428	$440,859	$-627

HOOSIER BEVERAGE ASSOCIATION INC