KENTUCKY BEER WHOLESALERS INC C/O GENE MCLEAN (EIN 610407203) - 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

1980

Legal Domicile

Principal Officer

W G MCLEAN

Phone

8593519475

Tax Period

2025-01-01 to 2025-12-31

KENTUCKY BEER WHOLESALERS INC C/O GENE MCLEAN, founded in 1980, is a small nonprofit that reported $445K in total revenue in fiscal year 2025.

Mission

KBWA WAS FORMED IN 1945 TO PROMOTE THE MUTUAL INTERESTS OF ORGANIZATIONS ENGAGED IN WHOLESALE BEER DISTRIBUTION

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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 (2025)

Revenue Breakdown

Contributions & Grants $438,660

Program Service Revenue $0

Investment Income $6,627

Other Revenue $0

TOTAL REVENUE $445,287

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $445,546

Other Expenses $445,546

TOTAL EXPENSES $445,546

Year-over-Year Comparison

	2025	2024	Change
Revenue	$445,287	$429,002	+0.0%
Expenses	$445,546	$396,287	+0.1%
Net Income	$-259	$32,715	-1.0%

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
W G MCLEAN	EXECUTIVE DIRECTOR	25.00	Officer Director	$0	$0	$0
JOHN HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
MIKE STAGNARO	DIRECTOR	1.00	Director	$0	$0	$0
ROY BAXTER	DIRECTOR	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
2025	$445,287	$445,546	$518,730	$-259
2024	No data	No data	No data	No data
2023	$580,391	$348,911	$486,274	$231,480
2022	$297,727	$305,712	$254,794	$-7,985
2021	$423,893	$320,375	$262,779	$103,518
2020	$414,065	$381,249	$159,261	$32,816
2019	$433,509	$359,134	$126,445	$74,375
2018	$382,364	$370,271	$52,070	$12,093

KENTUCKY BEER WHOLESALERS INC C/O GENE MCLEAN