WINE AND SPIRIT WHOLESALERS ASSOC (EIN 611584614) - 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

2008

Legal Domicile

Principal Officer

STEVE BAKER

Tax Period

2023-01-01 to 2023-12-31

WINE AND SPIRIT WHOLESALERS ASSOC, founded in 2008, is a small nonprofit in the Community Improvement sector that reported $695K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE LEADERSHIP WHICH ENHANCES THE INDEPENDENT WINE AND SPIRIT WHOLESALE INDUSTRY; TO ADVOCATE ON BEHALF OF ITS MEMBERS BEFORE GOVERNMENT AND THE PUBLIC; TO ENCOURAGE THE RESPONSIBLE CONSUMPTION OF ALCOHOL; AND TO PROVIDE PROGRAMS AND SERVICES THAT WILL ENHANCE MEMBERS' EFFICIENCY AND EFFECTIVENESS.

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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 $695,161

Investment Income $0

Other Revenue $249

TOTAL REVENUE $695,410

Expense Breakdown

Grants Paid $4,500

Salaries & Benefits $344,669

Fundraising Expenses $0

Program Expenses $683,582

Other Expenses $380,700

TOTAL EXPENSES $729,869

Year-over-Year Comparison

	2023	2022	Change
Revenue	$695,410	$572,774	+0.2%
Expenses	$729,869	$674,895	+0.1%
Net Income	$-34,459	$-102,121	-0.7%

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

$251,149

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH BROGDON	EXECUTIVE DI	40.00	Officer	$188,564	$62,585	$251,149
STEVE BAKER	PRESIDENT	N/A	Officer Director	$0	$0	$0
PETER FAWCETT	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
BARRY THOMPSON	SECRETARY/TR	N/A	Officer 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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$695,410	$729,869	$178,758	$-34,459
2022	$572,774	$674,895	$211,296	$-102,121
2021	$568,729	$474,642	$300,161	$94,087
2020	$531,199	$507,833	$202,918	$23,366
2019	$478,738	$490,894	$182,578	$-12,156
2018	$539,207	$486,301	$195,012	$52,906

WINE AND SPIRIT WHOLESALERS ASSOC