2025-03-26T14:55:34-05:00 2024-09-30 610420207 JONES NALE & MATTINGLY PLC 401 WEST MAIN STREET SUITE 1100 LOUISVILLE KY 40202 990 2023-10-01 610247863 WINE AND SPIRITS WHOLESALERS OF KENTUCKY WINE 5028939795 906 LILY CREEK ROAD 102 LOUISVILLE KY 40243 CHARLES S GEORGE II EXECUTIVE DIRECTOR 5028939795 2025-03-05 1 1 TRAVIS C FRICK P01728213 5025830248 2023 2025-03-06 01:10:19Z CHARLES S GEORGE II 906 LILY CREEK ROAD 102 LOUISVILLE KY 40243 645617 0 X N/A X 1935 KY TO MAINTAIN AND PROMOTE THE HIGH STANDARD OF INTEGRITY AND EFFICIENCY IN THE CONDUCT OF THE WHOLESALE LIQUOR INDUSTRY IN KENTUCKY. 3 3 3 0 0 0 0 0 840794 636869 574 8748 0 0 841368 645617 0 0 0 0 351144 362762 0 0 0 151453 169866 502597 532628 338771 112989 1704969 1910039 6143 6472 1698826 1903567 TO MAINTAIN AND PROMOTE THE HIGH STANDARD OF INTEGRITY AND EFFICIENCY IN THE CONDUCT OF THE WHOLESALE LIQUOR INDUSTRY IN KENTUCKY. 0 0 372840 636869 TO MAINTAIN AND PROMOTE THE HIGH STANDARD OF INTEGRITY AND EFFICIENCY IN THE CONDUCT OF THE WHOLESALE LIQUOR INDUSTRY IN KENTUCKY. 372840 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 3 1 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 1 0 0 KY X OFFICE MANAGER 5028939795 906 LILY CREEK ROAD LOUISVILLE KY 40243 PETER MCLAUGHLIN PRESIDENT 1.00 X X 0 0 0 DON WOLZ VICE PRESIDENT 1.00 X X 0 0 0 JOSHUA MULBERRY TREASURER 1.00 X X 0 0 0 CHARLES S GEORGE II EXECUTIVE DIRECTOR 40.00 X 215957 0 32930 215957 0 32930 1 0 1 0 0 MEMBERSHIP DUES 900099 636869 636869 636869 8748 8748 645617 636869 0 8748 205463 143824 61639 124560 87192 37368 8829 6180 2649 23910 16737 7173 2041 1429 612 24432 17102 7330 25400 17780 7620 14688 10282 4406 84 59 25 32026 22418 9608 PUBLIC RELATIONS 52950 37065 15885 DUES AND SUBSCRIPTIONS 12217 8552 3665 AUTO EXPENSES 3587 2511 1076 CONTRIBUTIONS 2084 1459 625 357 250 107 532628 372840 159788 0 1124922 229577 270265 279013 145354 145354 84 0 309698 1401449 1704969 1910039 6143 6472 6143 6472 X 1698826 1903567 1698826 1903567 1704969 1910039 112989 91752 0 X X 1 X 0 0 0 0 0 0 645093 27500 27500 45157 -17657 145354 145354 0 0 X PART X, LINE 2: WINE AND SPIRITS WHOLESALERS OF KENTUCKY QUALIFIES AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN MADE IN THESE STATEMENTS. HOWEVER, ANY INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE ASSOCIATION'S EXEMPT PURPOSE IS SUBJECT TO INCOME TAX UNDER IRC SECTION 511. THE ASSOCIATION'S ACCOUNTING POLICY PROVIDES THAT A TAX EXPENSE/BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. MANAGEMENT BELIEVES THE ASSOCIATION HAS NO UNCERTAIN TAX POSITIONS RESULTING IN AN ACCRUAL OF TAX EXPENSE OR BENEFIT. THE ASSOCIATION'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FORM 990, IS SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES UNTIL THE EXPIRATION OF THE RELATED STATUTES OF LIMITATIONS ON THE RETURN, WHICH IS GENERALLY THREE YEARS. X 0 0 0 CHARLES S GEORGE II EXECUTIVE DIRECTOR 205957 0 10000 0 0 0 5975 0 26955 0 248887 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN ITS ENTIRETY BY THE EXECUTIVE DIRECTOR PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY THE PERFORMANCE OF THE EXECUTIVE DIRECTOR IS REVIEWED BY THE BOARD OF DIRECTORS AND APPROPRIATE SALARY ADJUSTMENTS ARE MADE AS DETERMINED BY THE BOARD BASED ON THE INFORMATION OBSERVED BY THE BOARD FOR SIMILAR EXECUTIVE POSITIONS IN THE REGION BASED ON THE ECONOMICS IN THE LOCAL AREA AND REGION. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION ABOUT THE ORGANIZATION AND THE FORM 990 AND FINANCIAL INFORMATION IS AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 1: ACCOUNTING METHOD THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING.