Nonprofit · EIN 39-0776310
WISCONSIN WINE AND SPIRIT INSTITUTE
Tax-exempt · MADISON, WI 53703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $512,270 | $527,291 | -$15,021 | $119,281 | $0 | $119,281 |
| December 31, 2024 | 990 | $515,238 | $515,803 | -$565 | $134,302 | $0 | $134,302 |
| December 31, 2023 | 990 | $493,346 | $520,846 | -$27,500 | $134,867 | $0 | $134,867 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $512,269
- Investment income
- $1
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $91,939
- Accounting fees
- $6,075
Balance sheet and other
- Total assets, start of year
- $134,302
- Total assets, end of year
- $119,281
- Total liabilities, end of year
- $0
- Net assets, end of year
- $119,281
- Gross receipts
- $512,270
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1954
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOEL FRANK | VICE PRESIDENT Institutional trustee | 1 | $0 |
| GARY SADOFF | PRESIDENT Institutional trustee | 1 | $0 |
| ERIC PETERSON | EXECUTIVE DIRECTOR Institutional trustee | 10 | $0 |
| BRUCE SMITH | SECRETARY Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOEL FRANK | TREASURER Institutional trustee | 1 | $0 |
| GARY SADOFF | PRESIDENT Institutional trustee | 1 | $0 |
| ERIC PETERSON | EXECUTIVE DIRECTOR Institutional trustee | 10 | $0 |
| BRUCE SMITH | SECRETARY Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOEL FRANK | TREASURER Institutional trustee | 1 | $0 |
| GARY SADOFF | PRESIDENT Institutional trustee | 1 | $0 |
| ERIC PETERSON | EXECUTIVE DIRECTOR Institutional trustee | 10 | $0 |
| BRUCE SMITH | SECRETARY Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 22 E MIFFLIN ST STE 302, MADISON, WI 53703-4243
- Principal officer (990 for 2025)
- ERIC J PETERSEN, 22 E MIFFLIN STREET, MADISON, WI 53703
- Signed the 990
- ERIC J PETERSEN, OFFICER
- Phone
- (608) 256-5223
- Return prepared by
- CAPITOL TAX & ACCOUNTING GROUP LLC
Mission
WISCONSIN WINE AND SPIRIT INSTITUTE IS A STATE TRADE ASSOCIATION REPRESENTING THE WHOLESALE TIER OF THE WINE AND SPIRITS INDUSTRY. IT IS DEDICATED TO ADVANCING THE INTERESTS AND INDEPENDENCE OF WHOLESALE DISTRIBUTORS. AT THE STATE AND LOCAL LEVEL, WISCONSIN WINE AND SPIRIT INSTITUTE MONITORS LEGISLATIVE AND REGULATORY DEVELOPMENTS AND PROVIDES ITS MEMBERS WITH REPRESENTATION WHEN WORKING ON PUBLIC POLICY MATTERS AND LITIGATION THAT EFFECTS THE INDUSTRY. WISCONSIN WINE AND SPIRIT INSTITUTE ALSO PROVIDES A RANGE OF OTHER SERVICES FOR ITS MEMBERS INCLUDING PUBLIC AFFAIRS AND EDUCATIONAL PROGRAMS.
Program accomplishments
- LEGAL ADVOCACY: LOBBYING FOR AND AGAINST STATUTORY CHANGES THAT EFFECT THE INDUSTRY.Expenses $210,915
- MONITORING: MONITORING FOR PUBLIC POLICY DEVELOPMENTS AT THE STATE AND LOCAL LEVEL OF GOVERNMENT.Expenses $131,823
- REGULATORY COMPLIANCE: WORKING WITH STATE AND LOCAL REGULATORS ON COMPLIANCE ISSUES AND RULEMAKING THAT EFFECTS THE INDUSTRY.Expenses $79,093
- EDUCATION: EDUCATING OTHER ORGANIZATIONS AND INDIVIDUALS ON THE ROLE AND RESPONSIBILITIES OF THE WHOLESALE TIER.PUBLIC AFFAIRS: PROMOTING THE WHOLESALER POINT OF VIEW.Expenses $105,460
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-0776310
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1957
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $119,281
- Income (IRS master file)
- $512,270
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $512,270 | $527,291 | $119,281 | IRS |
| 990 | December 2024 | $515,238 | $515,803 | $134,302 | XML |
| 990 | December 2023 | $493,346 | $520,846 | $134,867 | XML |
| 990 | December 2022 | $498,921 | $461,614 | $162,367 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0776310).
Questions about WISCONSIN WINE AND SPIRIT INSTITUTE
- What is the EIN of WISCONSIN WINE AND SPIRIT INSTITUTE?
- The employer identification number (EIN) of WISCONSIN WINE AND SPIRIT INSTITUTE is 39-0776310.
- Is WISCONSIN WINE AND SPIRIT INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1957.
- Are donations to WISCONSIN WINE AND SPIRIT INSTITUTE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WISCONSIN WINE AND SPIRIT INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WISCONSIN WINE AND SPIRIT INSTITUTE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WISCONSIN WINE AND SPIRIT INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of WISCONSIN WINE AND SPIRIT INSTITUTE?
- The 990 for the year ended December 31, 2025 names ERIC J PETERSEN.
- Who are the officers and directors of WISCONSIN WINE AND SPIRIT INSTITUTE?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does WISCONSIN WINE AND SPIRIT INSTITUTE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $512,270, expenses of $527,291 and total assets of $119,281 at year end.
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