WISCONSIN WINE AND SPIRIT INSTITUTE (EIN 390776310) - 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

1954

Legal Domicile

Principal Officer

ERIC J PETERSEN

Phone

6082565223

Tax Period

2024-01-01 to 2024-12-31

WISCONSIN WINE AND SPIRIT INSTITUTE, founded in 1954, is a small nonprofit that reported $515K in total revenue in fiscal year 2024.

Mission

WISCONSIN WINE AND SPIRIT INSTITUTE IS A STATE TRADE ASSOCIATION REPRESENTING THE WHOLESALE TIER OF THE WINE AND SPIRITS INDUSTRY. IT IS DEDICATED TO ADVANCING THE INTERESTS AND INDEPENDENCE OF WHOLESALE DISTRIBUTORS. AT THE STATE AND LOCAL LEVEL, WISCONSIN WINE AND SPIRIT INSTITUTE MONITORS LEGISLATIVE AND REGULATORY DEVELOPMENTS AND PROVIDES ITS MEMBERS WITH REPRESENTATION WHEN WORKING ON PUBLIC POLICY MATTERS AND LITIGATION THAT EFFECTS THE INDUSTRY. WISCONSIN WINE AND SPIRIT INSTITUTE ALSO PROVIDES A RANGE OF OTHER SERVICES FOR ITS MEMBERS INCLUDING PUBLIC AFFAIRS AND EDUCATIONAL PROGRAMS.

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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 $0

Program Service Revenue $515,223

Investment Income $15

Other Revenue $0

TOTAL REVENUE $515,238

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $515,803

Other Expenses $515,803

TOTAL EXPENSES $515,803

Year-over-Year Comparison

	2024	2023	Change
Revenue	$515,238	$493,346	+0.0%
Expenses	$515,803	$520,846	0.0%
Net Income	$-565	$-27,500	-1.0%

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	Reportable Comp	Other Comp	Total
N/A	TREASURER	1.00	$0	$0	$0
N/A	PRESIDENT	1.00	$0	$0	$0
N/A	EXECUTIVE DIRECTOR	10.00	$0	$0	$0
N/A	SECRETARY	1.00	$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
2025	No data	No data	No data	No data
2024	$515,238	$515,803	$134,302	$-565
2023	$493,346	$520,846	$134,867	$-27,500
2022	$498,921	$461,614	$162,367	$37,307
2021	$518,293	$476,014	$125,060	$42,279
2020	$479,650	$465,509	$82,781	$14,141
2019	$501,726	$557,023	$68,640	$-55,297
2018	$510,037	$503,473	$123,937	$6,564

WISCONSIN WINE AND SPIRIT INSTITUTE