THE NORTH CAROLINA BEVERAGE ASSOCIATION INC (EIN 560473547) - 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

1938

Legal Domicile

Principal Officer

JAMES JOHNSON

Phone

9107332440

Tax Period

2024-01-01 to 2024-12-31

THE NORTH CAROLINA BEVERAGE ASSOCIATION INC, founded in 1938, is a small nonprofit that reported $570K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $136K, a strong 24% operating margin.

Mission

THE OBJECTIVES OF THE N C BEVERAGE ASSOCIATION, INC. ARE FOR THE MUTUAL UPLIFT OF ITS MEMBERS AND THE BOTTLING INDUSTRY IN GENERAL;RAISE THE STANDARDS OF THE BOTTLED CARBONATED BEVERAGE INDUSTRY;CULTIVATE FRIENDSHIP AND GOODWILL FOR THE INDUSTRY; DISCOURAGE ANY & ALL UNFAIR TRADE PRACTICES PERTAINING TO THE INDUSTRY; AND ASSIST IN THE ENACTMENT AND ENFORCEMENT OF LOCAL, STATE, AND FEDERAL LEGISLATION.

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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 $501,498

Investment Income $67,642

Other Revenue $590

TOTAL REVENUE $569,730

Expense Breakdown

Grants Paid $0

Salaries & Benefits $214,091

Fundraising Expenses $0

Program Expenses $433,786

Other Expenses $219,695

TOTAL EXPENSES $433,786

Year-over-Year Comparison

	2024	2023	Change
Revenue	$569,730	$624,052	-0.1%
Expenses	$433,786	$405,475	+0.1%
Net Income	$135,944	$218,577	-0.4%

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

$221,162

Total Directors

$221,162

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES JOHNSON	PRESIDENT	40.00	Officer Director	$195,104	$26,058	$221,162
JENNIFER AMUNDSEN	EXEC. BOARD	1.00	Director	$0	$0	$0
WAYNE ANDREWS	EXEC BOARD	1.00	Director	$0	$0	$0
ERIN CARRINGTON	EXEC. BOARD	1.00	Director	$0	$0	$0
DARREN CLARK	EXEC. BOARD	1.00	Director	$0	$0	$0
JAY FALLS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
N/A	EXEC. BOARD	1.00	Director	$0	$0	$0
LANDON MINGES	EXEC. BOARD	1.00	Director	$0	$0	$0
ERIN PRATT	EXEC. BOARD	1.00	Director	$0	$0	$0
STEVE REBILLOT	EXEC BOARD	1.00	Director	$0	$0	$0
STEVE REBILLOT	EXEC. BOARD	1.00	Director	$0	$0	$0
JENNIFER RICHMOND	SECRETARY	1.00	Officer Director	$0	$0	$0
C CLIFF RITCHIE	TREASURER	1.00	Officer Director	$0	$0	$0
DONNA SMITH	VICE CHAIRMA	1.00	Officer Director	$0	$0	$0
RICHARD STAFFORD	EXEC. BOARD	1.00	Director	$0	$0	$0
JOHN TEETER	EXEC. BOARD	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	$569,730	$433,786	$1,951,038	$135,944
2023	$624,052	$405,475	$1,802,625	$218,577
2022	$712,844	$361,191	$1,572,805	$351,653
2021	$597,147	$300,359	$1,217,528	$296,788
2020	$573,659	$305,920	$920,740	$267,739
2019	$523,179	$336,647	$653,001	$186,532
2018	$525,916	$339,946	$466,469	$185,970

THE NORTH CAROLINA BEVERAGE ASSOCIATION INC