IOWA WHOLESALE BEER DISTRIBUTORS A… - 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

1945

Legal Domicile

Principal Officer

DAVID ADELMAN

Phone

5152432556

Tax Period

2023-01-01 to 2023-12-31

IOWA WHOLESALE BEER DISTRIBUTORS ASSOCIATION, founded in 1945, is a small nonprofit that reported $257K in total revenue in fiscal year 2023. The organization ran a surplus of $55K, a strong 22% operating margin.

Mission

To serve the members and to preserve and protect their economic, legislative, regulatory, and political interests.

Program Service Accomplishments

Program 1

Represent the interests of Iowa beer distributors through advocacy, monitoring legislation, and interpreting Iowas alcohol law and regulation.

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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 $227,208

Program Service Revenue $12,911

Investment Income $16,860

Other Revenue $264

TOTAL REVENUE $257,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $201,902

TOTAL EXPENSES $201,902

Year-over-Year Comparison

	2023	2022	Change
Revenue	$257,243	$262,730	0.0%
Expenses	$201,902	$291,183	-0.3%
Net Income	$55,341	$-28,453	-2.9%

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
Alex Brewington	President	001.00	Officer Director	$0	$0	$0
Lauren Doll-Sheeder	Chairman	004.00	Officer Director	$0	$0	$0
Mason Lee	Vice-President	001.00	Officer Director	$0	$0	$0
Connor Lee	Director	000.50	Director	$0	$0	$0
George Doll	Director	000.50	Director	$0	$0	$0
Bob Fahr	Director	000.50	Director	$0	$0	$0
Crissy Riesenbeck -Spratt	Director	000.50	Director	$0	$0	$0
Kellyn Fogarty	Director	000.50	Director	$0	$0	$0
Roger Brown	Director	000.50	Director	$0	$0	$0
Jim Auen	Director	000.50	Director	$0	$0	$0
Mike Brewington	Secretary/Treasurer	001.00	Director	$0	$0	$0
Tim Scholl	Director	000.50	Director	$0	$0	$0
Tim Lanphier	Director	000.50	Director	$0	$0	$0
Vincent Lumetta	Director	000.50	Director	$0	$0	$0
David Adelman	Executive Director	008.00	Officer Director	$0	$0	$0
Dave Tims	Director	000.50	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	$257,243	$201,902	$921,850	$55,341
2022	$262,730	$291,183	$675,573	$-28,453
2021	$260,319	$171,041	$758,709	$89,278
2020	$268,011	$206,381	$630,988	$61,630
2019	$294,789	$264,415	$552,032	$30,374

IOWA WHOLESALE BEER DISTRIBUTORS ASSOCIATION