NORTH CAROLINA BEER & WINE WHOLESALERS ASSOCIATION (EIN 560854603) - 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

1936

Legal Domicile

Principal Officer

TIM KENT

Phone

9198281161

Tax Period

2023-01-01 to 2023-12-31

NORTH CAROLINA BEER & WINE WHOLESALERS ASSOCIATION, founded in 1936, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023.

Mission

TO PROTECT AND UPHOLD THE RIGHTS OF THE BEER AND WINE INDUSTRY IN NORTH CAROLINA THROUGH CLOSE CONTACT WITH LOCAL AND FEDERAL LAWMAKERS AND TO IMPROVE THE PRACTICES OF THESE WHOLESALERS THROUGHOUT THE STATE.

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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 $986,067

Program Service Revenue $154,521

Investment Income $23,154

Other Revenue $25,176

TOTAL REVENUE $1,188,918

Expense Breakdown

Grants Paid $0

Salaries & Benefits $356,097

Fundraising Expenses $0

Other Expenses $820,199

TOTAL EXPENSES $1,176,296

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,188,918	$1,164,601	+0.0%
Expenses	$1,176,296	$1,078,548	+0.1%
Net Income	$12,622	$86,053	-0.9%

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

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

$231,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM KENT	EXECUTIVE DI	40.00	Officer	$210,000	$21,000	$231,000
NELSON WIXSON	CHAIRMAN ELE	1.00	Director	$0	$0	$0
TEE NUNNELEE	PAST CHAIRMA	1.00	Director	$0	$0	$0
BETH GAITHER	TREASURER	1.00	Officer Director	$0	$0	$0
TIM BAUGUESS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
TIM EFIRD	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT CASH	DIRECTOR	1.00	Director	$0	$0	$0
BRADLEY SHORE	DIRECTOR	1.00	Director	$0	$0	$0
AARON CAFFEY	DIRECTOR	1.00	Director	$0	$0	$0
MARY CATHERINE GREEN	ASSOCIATE 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	$1,188,918	$1,176,296	$1,603,742	$12,622
2022	$1,164,601	$1,078,548	$1,493,411	$86,053
2021	$1,161,857	$1,061,830	$1,653,445	$100,027
2020	$1,025,639	$828,829	$1,472,716	$196,810
2019	$1,078,326	$1,053,685	$1,206,150	$24,641
2018	$1,061,680	$1,164,471	$1,114,451	$-102,791

NORTH CAROLINA BEER & WINE WHOLESALERS ASSOCIATION