WHOLESALE BEER DISTRIBUTORS INDUSTRY TRUST FUND

EIN: 946434612

ALAMO, CA

Total Revenue
$50
Total Expenses
$50
Total Assets
N/A
Net Assets
N/A
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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
1981
Legal Domicile
CA
Principal Officer
JIM HARVATH
Phone
6505729611
Tax Period
2023-07-01 to 2024-06-30

WHOLESALE BEER DISTRIBUTORS INDUSTRY TRUST FUND, founded in 1981, is a micro nonprofit that reported $50 in total revenue in fiscal year 2023. Revenue fell 100% from the prior year — a significant decline worth monitoring.

Mission

PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $50
TOTAL REVENUE $50

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $50
TOTAL EXPENSES $50

Year-over-Year Comparison

2023 2022 Change
Revenue $50 $111,051 -1.0%
Expenses $50 $1,725,772 -1.0%
Net Income $0 $-1,614,721 -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

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
1

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
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JIM HARVATH TRUSTEE 1.00
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 $50 $50 No data No data
2023 $111,051 $1,725,772 $6,000 $-1,614,721
2022 $4,286,041 $4,720,166 $1,680,266 $-434,125
2021 $9,106,079 $9,706,897 $3,898,810 $-600,818
2020 $9,612,467 $10,429,402 $3,410,991 $-816,935
2019 $10,097,355 $10,423,713 $4,113,331 $-326,358
2018 $12,145,707 $12,680,675 $4,564,048 $-534,968
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