NATIONAL ASSOCIATION OF WINE RETAI… - 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

2005

Legal Domicile

Phone

7913325057

Tax Period

2024-01-01 to 2024-12-31

NATIONAL ASSOCIATION OF WINE RETAILERS, founded in 2005, is a small nonprofit in the Community Improvement sector that reported $248K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

Supporting direct-to-consumer sales channel for fine wine through advocacy education and research.

Program Service Accomplishments

Program 1

Expenses: $158,102 Revenue: $0

Advocacy and public affairs seeking to expand the opportunities for Americas wine retailers.

Program 2

Expenses: $49,644 Revenue: $0

Education and research aimed at expanding the opportunities for Americas wine retailers.

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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 (2024)

Revenue Breakdown

Contributions & Grants $202,771

Program Service Revenue $44,750

Investment Income $0

Other Revenue $0

TOTAL REVENUE $247,521

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $207,746

Other Expenses $264,399

TOTAL EXPENSES $264,399

Year-over-Year Comparison

	2024	2023	Change
Revenue	$247,521	$224,937	+0.1%
Expenses	$264,399	$291,149	-0.1%
Net Income	$-16,878	$-66,212	-0.7%

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

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

$79,175

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tom Wark	Executive Director	15.00	Director	$79,175	$0	$79,175
Stacie Hunt	Director	1.00	Director	$0	$0	$0
John Hinman	Secretary	1.00	Officer	$0	$0	$0
Jeff Zacharia	Director	1.00	Director	$0	$0	$0
Dave Parker	President	1.00	Officer	$0	$0	$0
Jamie Ritchie	Director	1.00	Director	$0	$0	$0
Hortense Bernard	Director	1.00	Director	$0	$0	$0
Devin Warner	Vice President	1.00	Officer	$0	$0	$0
Ben Aneff	Director	1.00	Director	$0	$0	$0
Justin Hammer	Director	1.00	Director	$0	$0	$0
Mark Goodfriend	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	$247,521	$264,399	$75,172	$-16,878
2023	$224,937	$291,149	$72,314	$-66,212
2022	$210,950	$264,867	$107,077	$-53,917
2021	$219,925	$202,454	$167,300	$17,471
2020	$379,638	$344,747	$174,048	$34,891

NATIONAL ASSOCIATION OF WINE RETAILERS