Tennessee Wine & Spirits Retail Association (EIN 621582649) - 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

1985

Legal Domicile

Principal Officer

Joyce McDaniel

Phone

6157263275

Tax Period

2021-01-01 to 2021-12-31

Tennessee Wine & Spirits Retail Association, founded in 1985, is a small nonprofit in the Community Improvement sector that reported $213K in total revenue in fiscal year 2021. Revenue surged 66% from the prior year, signaling strong growth momentum.

Mission

The Association's primary exempt purpose is to provide assistance to Tennessee's beverage retailers

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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 (2021)

Revenue Breakdown

Contributions & Grants $124,564

Program Service Revenue $88,660

Investment Income $0

Other Revenue $0

TOTAL REVENUE $213,224

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $123,653

Other Expenses $215,103

TOTAL EXPENSES $215,103

Year-over-Year Comparison

	2021	2020	Change
Revenue	$213,224	$128,675	+0.7%
Expenses	$215,103	$124,638	+0.7%
Net Income	$-1,879	$4,037	-1.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bret Moore	President	1.00	Officer Director	$0	$0	$0
Joe Hobbs	Past President	1.00	Officer Director	$0	$0	$0
Josh Hammond	Legistative Chair	1.00	Officer Director	$0	$0	$0
Brooke Porter Hawkins	Membership Chair	1.00	Officer Director	$0	$0	$0
David Stevens	Treasurer	1.00	Officer Director	$0	$0	$0
Jimmy Cole	Executive Board	1.00	Officer Director	$0	$0	$0
Thad Cox Jr	Secretary	1.00	Officer Director	$0	$0	$0
Adele Garrett	Director	1.00	Director	$0	$0	$0
Jason Carmon	Director	1.00	Director	$0	$0	$0
Chris Ross	Director	1.00	Director	$0	$0	$0
Josh Johnson	Director	1.00	Director	$0	$0	$0
Will Hays	Director	1.00	Director	$0	$0	$0
Danny Brooks	Director	1.00	Director	$0	$0	$0
John Klaritch	Director	1.00	Director	$0	$0	$0
Bill Sinks	Director	1.00	Director	$0	$0	$0
Kelly Sherrod Bajko	Director	1.00	Director	$0	$0	$0
Phil Scharfstein	Director	1.00	Director	$0	$0	$0
Andy Taylor	Director	1.00	Director	$0	$0	$0
Ashley Haun	Director	1.00	Director	$0	$0	$0
Joe Anderson	Director	1.00	Director	$0	$0	$0
Eddie Conner	Director	1.00	Director	$0	$0	$0
Frank McGuffin	Director	1.00	Director	$0	$0	$0
Charlie Patel	Director	1.00	Director	$0	$0	$0
Ted Robinson	Director	1.00	Director	$0	$0	$0
Charles Sonnenberg	Director	1.00	Director	$0	$0	$0
Scott Thornton	Director	1.00	Director	$0	$0	$0
Eddie Moon	Director	1.00	Director	$0	$0	$0
Punit Patel	Director	1.00	Director	$0	$0	$0
Keval Sheth	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
2021	$213,224	$215,103	$3,717	$-1,879

Tennessee Wine & Spirits Retail Association