AMERICAN WINE SOCIETY (EIN 382034240) - 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

1973

Legal Domicile

Principal Officer

RICHARD BEREZINSKY

Phone

8882979070

Tax Period

2023-01-01 to 2023-12-31

AMERICAN WINE SOCIETY, founded in 1973, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $555K in total revenue in fiscal year 2023. Expenses of $712K exceeded revenue, resulting in a 28% operating deficit.

Mission

AMERICAN WINE SOCIETY (HEREINAFTER REFERRED TO AS "AWS- OR THE "ORGANIZATION- OR THE "SOCIETY") IS A MEMBER BASED, NON-GOVERNMENTAL, NOT- FOR-PROFIT ORGANIZATION INCORPORATED IN THE STATE OF MICHIGAN ON NOVEMBER 13, 1973. THE MISSION OF THE SOCIETY IS TO PROMOTE THE APPRECIATION OF WINE THROUGH EDUCATION. THE ORGANIZATION IS PRIMARILY FUNDED BY ITS MEMBERS AS AN EDUCATIONAL, CONSUMER-ORIENTED ORGANIZATION FOR THOSE INTERESTED IN LEARNING MORE ABOUT ALL ASPECTS OF WINE. AWS IS THE LARGEST CONSUMER ORGANIZATION IN THE U.S. DEDICATED TO THE MISSION OF SPREADING THE AWARENESS OF WINE. MEMBERS EXPLORE WINE TOGETHER THROUGH RELAXED TASTING EVENTS ORGANIZED BY VARIOUS LOCAL CHAPTERS (INDEPENDENT AFFILIATES) THROUGHOUT THE YEAR, THROUGH PARTICIPATION IN ANNUAL NATIONAL CONFERENCE, AND BY PARTICIPATING IN VARIOUS WINE TASTING COMPETITIONS AND EVENTS ORGANIZED BY THE ORGANIZATION. THROUGH VARIOUS PROGRAMS IN COLLABORATION WITH THE INDUSTRY, WE PROMOTE WINE CULTURE IN THE US WITH A FOCUS ON PERSO

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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 $182

Program Service Revenue $554,282

Investment Income $526

Other Revenue $0

TOTAL REVENUE $554,990

Expense Breakdown

Grants Paid $0

Salaries & Benefits $147,688

Fundraising Expenses $0

Program Expenses $603,902

Other Expenses $564,570

TOTAL EXPENSES $712,258

Year-over-Year Comparison

	2023	2022	Change
Revenue	$554,990	$516,255	+0.1%
Expenses	$712,258	$650,491	+0.1%
Net Income	$-157,268	$-134,236	+0.2%

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

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
NATALIE DIPPENAAR	EXECUTIVE DI	40.00	Officer	$0	$0	$0
WILLIAMS STEFAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
RICHARD BEREZINSKY	TREASURER	3.00	Officer Director	$0	$0	$0
RONALD NATALIE	SECRETARY	3.00	Officer Director	$0	$0	$0
REX BAMBLING	DIRECTOR	3.00	Director	$0	$0	$0
ANNEMARIE MORSE	DIRECTOR	3.00	Director	$0	$0	$0
CARRIE GARZYNSKI	DIRECTOR	3.00	Director	$0	$0	$0
ERIC FELDHAKE	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
JOHN SPORING JR	EXECUTIVE DI	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	No data	No data	No data	No data
2023	$554,990	$712,258	$460,351	$-157,268
2022	$516,255	$650,491	$506,593	$-134,236
2021	$494,891	$599,218	$850,061	$-104,327
2020	$286,678	$259,862	$505,067	$26,816
2019	$677,734	$617,033	$481,337	$60,701

AMERICAN WINE SOCIETY