WINE AND SPIRITS WHOLESALERS OF KE… - 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

1935

Legal Domicile

Principal Officer

CHARLES S GEORGE II

Phone

5028939795

Tax Period

2024-10-01 to 2025-09-30

WINE AND SPIRITS WHOLESALERS OF KENTUCKY, founded in 1935, is a small nonprofit that reported $696K in total revenue in fiscal year 2024. The organization ran a surplus of $136K, a strong 20% operating margin.

Mission

TO MAINTAIN AND PROMOTE THE HIGH STANDARD OF INTEGRITY AND EFFICIENCY IN THE CONDUCT OF THE WHOLESALE LIQUOR INDUSTRY IN KENTUCKY.

Program Service Accomplishments

Program 1

Expenses: $395,155 Revenue: $683,702

TO MAINTAIN AND PROMOTE THE HIGH STANDARD OF INTEGRITY AND EFFICIENCY IN THE CONDUCT OF THE WHOLESALE LIQUOR INDUSTRY IN KENTUCKY.

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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 $683,702

Investment Income $12,310

Other Revenue $0

TOTAL REVENUE $696,012

Expense Breakdown

Grants Paid $10,006

Salaries & Benefits $388,547

Fundraising Expenses $0

Program Expenses $395,155

Other Expenses $161,666

TOTAL EXPENSES $560,219

Year-over-Year Comparison

	2024	2023	Change
Revenue	$696,012	$645,617	+0.1%
Expenses	$560,219	$532,628	+0.1%
Net Income	$135,793	$112,989	+0.2%

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

$249,788

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER MCLAUGHLIN	TREASURER	1.00	Officer Director	$0	$0	$0
DON WOLZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOSHUA MULBERRY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHARLES S GEORGE II	EXECUTIVE DIRECTOR	40.00	Officer	$215,957	$33,831	$249,788

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	$696,012	$560,219	$2,108,984	$135,793
2024	$645,617	$532,628	$1,910,039	$112,989
2023	$841,368	$502,597	$1,704,969	$338,771
2022	$862,988	$525,912	$1,342,471	$337,076
2021	$800,544	$478,089	$1,062,322	$322,455
2020	$916,256	$660,021	$746,026	$256,235
2019	$822,917	$829,819	$489,139	$-6,902

WINE AND SPIRITS WHOLESALERS OF KENTUCKY