ASSOCIATION OF WA SPIRITS & WINE DISTRIBUTORS (EIN 461712161) - 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

2013

Legal Domicile

Principal Officer

ANDREA MCNEELY

Phone

2536206410

Tax Period

2023-01-01 to 2023-12-31

ASSOCIATION OF WA SPIRITS & WINE DISTRIBUTORS, founded in 2013, is a small nonprofit in the Community Improvement sector that reported $467K in total revenue in fiscal year 2023. Expenses of $428K left a modest 8% surplus.

Mission

TO FURTHER THE RESPONSIBLE DISTRIBUTION OF ALCOHOLIC BEVERAGES AND TO PROTECT AND ENHANCE THE BUSINESS INTERESTS OF THE INDUSTRY.

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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 $0

Program Service Revenue $467,100

Investment Income $0

Other Revenue $0

TOTAL REVENUE $467,100

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $428,157

TOTAL EXPENSES $428,157

Year-over-Year Comparison

	2023	2022	Change
Revenue	$467,100	$467,100	N/A
Expenses	$428,157	$383,912	+0.1%
Net Income	$38,943	$83,188	-0.5%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN KLEIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
KELLY RHODES	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVE BECKER	SECRETARY	1.00	Officer Director	$0	$0	$0
BOB TURNAGE	TREASURER	1.00	Officer Director	$0	$0	$0
ANDREA MCNEELY	EXECUTIVE DIRECTOR	20.00	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	$467,100	$428,157	$201,830	$38,943
2022	$467,100	$383,912	$162,887	$83,188
2021	$391,600	$411,896	$82,199	$-20,296
2020	$251,061	$440,642	$98,745	$-189,581
2019	$559,984	$602,517	$288,826	$-42,533
2018	$646,447	$647,092	$331,359	$-645

ASSOCIATION OF WA SPIRITS & WINE DISTRIBUTORS