WHOLESALE BEER DISTRIBUTORS OF TEX… - 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

1941

Legal Domicile

Principal Officer

TOM SPILMAN

Phone

5124760697

Tax Period

2024-01-01 to 2024-12-31

WHOLESALE BEER DISTRIBUTORS OF TEXAS, founded in 1941, is a community nonprofit that reported $4.1M in total revenue in fiscal year 2024. Expenses of $3.5M left a modest 14% surplus.

Mission

WHOLESALE BEER DISTRIBUTORS IS A TRADE ASSOCIATION THAT IS INVOLVED IN PROMOTING THE INTERESTS OF MALT BEVERAGE DISTRIBUTORS/WHOLESALERS IN THE STATE OF TEXAS, INCLUDING PUBLIC RELATIONS, STATISTICAL ANALYSES, MARKET TREND RESEARCH, REGULATORY AGENCY MONITORING, AND GOVERNMENTAL RELATIONS.

Program Service Accomplishments

Program 1

Expenses: $2,914,370

THE TRADE ASSOCIATION IS INVOLVED IN PROMOTING THE INTERESTS OF MALT BEVERAGE DISTRIBUTORS/WHOLESALERS IN TEXAS, INCLUDING PUBLIC RELATIONS, STATISTICAL ANALYSES, MARKET TREND RESEARCH, REGULATORY...

THE TRADE ASSOCIATION IS INVOLVED IN PROMOTING THE INTERESTS OF MALT BEVERAGE DISTRIBUTORS/WHOLESALERS IN TEXAS, INCLUDING PUBLIC RELATIONS, STATISTICAL ANALYSES, MARKET TREND RESEARCH, REGULATORY AGENCY MONITORING, AND GOVERNMENTAL RELATIONS.

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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 $3,736,329

Program Service Revenue $0

Investment Income $375,303

Other Revenue $0

TOTAL REVENUE $4,111,632

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,706,452

Fundraising Expenses $0

Program Expenses $2,914,370

Other Expenses $1,814,583

TOTAL EXPENSES $3,521,035

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,111,632	$4,093,491	+0.0%
Expenses	$3,521,035	$3,607,479	0.0%
Net Income	$590,597	$486,012	+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

$1,286,367

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM SPILMAN	PRESIDENT	40.00	Officer	$450,000	$98,201	$548,201
CHARLES DAVALOS	DIR OF INDUS	40.00	Officer	$285,000	$84,932	$369,932
DOUG DAVIS	VICE PRESIDE	40.00	Officer	$285,000	$83,234	$368,234
BARRY ANDREWS	EXEC COMMITT	4.00	Director	$0	$0	$0
LAURIE BROWN	BW-PACT CHAI	4.00	Director	$0	$0	$0
JAMES HALLAM	DIRECTOR	N/A	Director	$0	$0	$0
CHARLES HUGHES	CHAIRMAN	4.00	Officer Director	$0	$0	$0
DERRICK HUGHES	DIRECTOR	N/A	Director	$0	$0	$0
WILL JENKINS	CHAIRMAN	4.00	Officer Director	$0	$0	$0
GREG LAMANTIA	COMMITTEE CH	4.00	Officer Director	$0	$0	$0
MIKE MARTIN	DIRECTOR	N/A	Director	$0	$0	$0
MADDY MCGUIRE	DIRECTOR	N/A	Director	$0	$0	$0
MIKE MCGUIRE	TREASURER	4.00	Officer Director	$0	$0	$0
SEAN MOORE	VICE CHAIRMA	4.00	Officer Director	$0	$0	$0
SCOTT PRICE	DIRECTOR	N/A	Director	$0	$0	$0
MIKE STOKES	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT G HALLAM	EXEC COMMITT	4.00	Officer	$0	$0	$0
MIKE HOPKINS JR	SECRETARY	4.00	Officer	$0	$0	$0
DEAN MORRISON	EXEC COMMITT	4.00	Officer	$0	$0	$0
LISA PEISEN	MARKETING	4.00	Officer	$0	$0	$0
LARRY DEL PAPA	EXEC COMMITT	4.00	Officer	$0	$0	$0
VANCE REED	EXEC COMMITT	4.00	Officer	$0	$0	$0
BLAIR WATSON	COMMITTEE CH	4.00	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	$4,111,632	$3,521,035	$9,885,709	$590,597
2023	$4,093,491	$3,607,479	$9,295,112	$486,012
2022	$3,880,416	$3,341,974	$8,900,932	$538,442
2021	$3,890,764	$3,464,323	$8,362,490	$426,441
2020	$3,535,206	$3,123,698	$7,936,049	$411,508
2019	$3,772,364	$3,225,214	$7,524,541	$547,150
2018	$3,488,089	$2,998,956	$6,977,391	$489,133

WHOLESALE BEER DISTRIBUTORS OF TEXAS