Form 990 for tax year 2023
Filed by TAVERN LEAGUE OF WISCONSIN INC.
Totals
- Total revenue
- $1,965,639
- Total expenses
- $1,405,774
- Contributions and grants received
- $82,988
- Grants paid
- $0
- Program service revenue
- $1,127,080
- Investment income
- $732,598
- Other revenue
- $22,973
- Total assets, end of year
- $4,722,937
- Total liabilities, end of year
- $532,636
- Net assets or fund balances, end of year
- $4,190,301
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$82,988
-
2a · Program service revenue: MEMBERSHIP DUES
total $609,614 · related or exempt $609,614
-
2b · Program service revenue: FOOD COURSE INCOME
total $230,085 · related or exempt $230,085
-
2c · Program service revenue: CONVENTIONS AND MEETINGS
total $218,395 · related or exempt $218,395
-
2f · All other program service revenue
total $68,986 · related or exempt $68,986
-
3 · Investment income
total $93,654 · excluded $93,654
-
6a · Gross rents
real property $18,979
-
6b · Less rental expenses
real property $27,654
-
6c · Rental income or loss
real property -$8,675
-
6d · Net rental income or loss
total -$8,675 · excluded -$8,675
-
7a · Gross sales of assets other than inventory
securities $461,468 · other assets $840,168
-
7b · Less cost or other basis and sales expenses
securities $363,007 · other assets $299,685
-
7c · Gain or loss
securities $98,461 · other assets $540,483
-
7d · Net gain or loss
total $638,944 · excluded $638,944
-
9a · Gaming: gross income
$65,240
-
9b · Gaming: direct expenses
$42,375
-
9c · Net income from gaming
total $22,865 · excluded $22,865
-
11d · All other revenue
total $8,783 · excluded $8,783
-
11e · Other revenue, total
$8,783
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $116,275
-
11a · Fees: management
total $317,220
-
11b · Fees: legal
total $17,171
-
11c · Fees: accounting
total $24,861
-
11d · Fees: lobbying
total $126,000
-
11f · Fees: investment management
total $34,842
-
11g · Fees: other
total $86,827
-
12 · Advertising and promotion
total $100
-
13 · Office expenses
total $131,756
-
14 · Information technology
total $21,981
-
17 · Travel
total $93,164
-
19 · Conferences, conventions and meetings
total $298,508
-
22 · Depreciation, depletion and amortization
total $8,266
-
23 · Insurance
total $21,380
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $105,950
-
24e · All other expenses
total $1,473
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $166,801 · end of year $92,171
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $201,936
-
3 · Pledges and grants receivable
beginning of year $1,250 · end of year $24,720
-
9 · Prepaid expenses and deferred charges
beginning of year $57,029 · end of year $59,514
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10c · Land, buildings and equipment, net
beginning of year $310,139
-
11 · Investments: publicly traded securities
beginning of year $3,121,963 · end of year $3,724,210
-
12 · Investments: other securities
beginning of year $19,602 · end of year $620,386
-
17 · Accounts payable and accrued expenses
beginning of year $113,914 · end of year $138,083
-
19 · Deferred revenue
beginning of year $380,127 · end of year $394,553
-
27 · Net assets without donor restrictions
beginning of year $3,177,743 · end of year $4,180,301
-
28 · Net assets with donor restrictions
beginning of year $5,000 · end of year $10,000
Mission and programs · 2023
Mission
THE TAVERN LEAGUE OF WISCONSIN IS A NON-PROFIT TRADE ASSOCIATION DEDICATED TO SERVING THE NEEDS OF THE RETAIL BEVERAGE ALCOHOL SEGMENT OF THE HOSPITALITY INDUSTRY IN THE STATE OF WISCONSIN. THE LEAGUE EXISTS TO PROVIDE SERVICES TO MEMBERS THAT ARE NOT AVAILABLE TO THEM AS INDIVIDUALS AND TO USE THE COLLECTIVE STRENGTH OF ITS MEMBERSHIP TO ACCOMPLISH, AS A GROUP, GOALS THAT CANNOT BE ACCOMPLISHED ALONE. THE LEAGUE PROVIDES THEIR MEMBERS WITH SERVICES SUCH AS LEGISLATIVE AND GOVERNMENTAL RELATIONS, LEGAL INFORMATION, EDUCATIONAL SERVICES AND PROMOTES THE INDUSTRY ON BEHALF OF ITS MEMBERSHIP.
Activities or mission (Part I)
THE TAVERN LEAGUE OF WISCONSIN IS A 5,000 MEMBER, NON-PROFIT TRADE ASSOCIATION DEDICATED TO SERVING THE NEEDS OF THE RETAIL BEVERAGE ALCOHOL SEGMENT OF THE HOSPITALITY INDUSTRY IN WISCONSIN.
-
MEMBER ADVOCACY - TAVERN LEAGUE OF WISCONSIN (TLW) IS DEDICATED TO SERVING THE NEEDS OF THE RETAIL ALCOHOL BEVERAGE SEGMENT OF THE HOSPITALITY INDUSTRY IN THE STATE OF WISCONSIN. TLW EXISTS TO ADVOCATE FOR AND PROVIDE SERVICES TO MEMBERS THAT ARE NOT OTHERWISE AVAILABLE TO MEMBERS AS INDIVIDUALS AND TO USE THE COLLECTIVE STRENGTH OF ITS MEMBERSHIP TO ACCOMPLISH AS A GROUP, GOALS THAT CANNOT BE ACCOMPLISHED ALONE. TLW PROVIDES THEIR MEMBERS WITH SERVICES SUCH AS LEGISLATIVE AND GOVERNMENTAL RELATIONS, LEGAL INFORMATION, EDUCATIONAL SERVICES, AND PROMOTES THE INDUSTRY ON BEHALF OF ITS MEMBERSHIP.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Keith KernKEITH KERN
PRESIDENT
- Total calculated
- $9,975
- From this org
- $9,975
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10 + 1 related
-
Cathy ValesCATHY VALES
SENIOR VICE PRESIDENT
- Total calculated
- $2,100
- From this org
- $2,100
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5 + 1 related
-
Donn AmundsonDONN AMUNDSON
NORTHERN ZONE VICE PRESIDENT
- Total calculated
- $1,800
- From this org
- $1,800
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 1 related
-
Bob CarpenterBOB CARPENTER
CENTRAL DISTRICT VICE PRESIDENT
- Total calculated
- $1,950
- From this org
- $1,950
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 1 related
-
Jennifer CollisonJENNIFER COLLISON
SOUTHERN ZONE VICE PRESIDENT
- Total calculated
- $1,800
- From this org
- $1,800
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 1 related
-
Vinny EgleVINNY EGLE
EASTERN ZONE VICE PRESIDENT
- Total calculated
- $1,950
- From this org
- $1,950
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 1 related
-
Keith KoehlerKEITH KOEHLER
SOUTHERN DISTRICT VICE PRESIDENT
- Total calculated
- $1,950
- From this org
- $1,950
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 1 related
-
Nancy LorbetskeNANCY LORBETSKE
NORTHERN DISTRICT VICE PRESIDENT
- Total calculated
- $1,050
- From this org
- $1,050
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 1 related
-
Don MjeldeDON MJELDE
EASTERN DISTRICT VICE PRESIDENT
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 1 related
-
Paul SalzwedelPAUL SALZWEDEL
CENTRAL ZONE VICE PRESIDENT
- Total calculated
- $1,500
- From this org
- $1,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 1 related
-
Tim TomchekTIM TOMCHEK
EASTERN ZONE VICE PRESIDENT
- Total calculated
- $1,500
- From this org
- $1,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 1 related
-
Todd GiraudTODD GIRAUD
TREASURER
- Total calculated
- $1,800
- From this org
- $1,800
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5 + 1 related
-
Kris ZappaKRIS ZAPPA
SECRETARY
- Total calculated
- $1,650
- From this org
- $1,650
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5 + 1 related
-
Chris MarsicanoCHRIS MARSICANO
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Chuck AndersonCHUCK ANDERSON
DISTRICT DIRECTOR
- Total calculated
- $1,650
- From this org
- $1,650
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Jim BillingsJIM BILLINGS
DISTRICT DIRECTOR
- Total calculated
- $1,500
- From this org
- $1,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Ben BrunetteBEN BRUNETTE
DISTRICT DIRECTOR
- Total calculated
- $1,500
- From this org
- $1,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Mike CeltMIKE CELT
DISTRICT DIRECTOR
- Total calculated
- $1,500
- From this org
- $1,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Eric ChristensonERIC CHRISTENSON
DISTRICT DIRECTOR
- Total calculated
- $1,500
- From this org
- $1,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Doug ClausenDOUG CLAUSEN
DISTRICT DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Wendy CoeyWENDY COEY
DISTRICT DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Art DabaereART DABAERE
DISTRICT DIRECTOR
- Total calculated
- $750
- From this org
- $750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Cait FinleyCAIT FINLEY
DISTRICT DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Russ FisherRUSS FISHER
DISTRICT DIRECTOR
- Total calculated
- $1,500
- From this org
- $1,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Ray GarreauRAY GARREAU
DISTRICT DIRECTOR
- Total calculated
- $1,500
- From this org
- $1,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Tim GrothTIM GROTH
DISTRICT DIRECTOR
- Total calculated
- $1,500
- From this org
- $1,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Lorie HelmLORIE HELM
DISTRICT DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Dave HillsDAVE HILLS
DISTRICT DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jerry HindermanJERRY HINDERMAN
DISTRICT DIRECTOR
- Total calculated
- $1,350
- From this org
- $1,350
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Sharon KingstonSHARON KINGSTON
DISTRICT DIRECTOR
- Total calculated
- $1,500
- From this org
- $1,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Doug KorthDOUG KORTH
DISTRICT DIRECTOR
- Total calculated
- $1,200
- From this org
- $1,200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Judi MaloneJUDI MALONE
DISTRICT DIRECTOR
- Total calculated
- $1,350
- From this org
- $1,350
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Kathy ProfittKATHY PROFITT
DISTRICT DIRECTOR
- Total calculated
- $2,250
- From this org
- $2,250
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Renee PetersonRENEE PETERSON
DISTRICT DIRECTOR
- Total calculated
- $1,500
- From this org
- $1,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Mark PuetzMARK PUETZ
DISTRICT DIRECTOR
- Total calculated
- $16,980
- From this org
- $16,980
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Mark RehwinkelMARK REHWINKEL
DISTRICT DIRECTOR
- Total calculated
- $1,500
- From this org
- $1,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Diane SchwartzDIANE SCHWARTZ
DISTRICT DIRECTOR
- Total calculated
- $1,500
- From this org
- $1,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Daniel SwiecichowskiDANIEL SWIECICHOWSKI
DISTRICT DIRECTOR
- Total calculated
- $1,500
- From this org
- $1,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Judy VandenhoutenJUDY VANDENHOUTEN
DISTRICT DIRECTOR
- Total calculated
- $1,500
- From this org
- $1,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Sharon WardSHARON WARD
DISTRICT DIRECTOR
- Total calculated
- $1,500
- From this org
- $1,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Mark JeffersonMARK JEFFERSON
EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 35 + 5 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
WISCONSIN TAVERN LEAGUE FOUNDATION INC
501(C)(3) · CHARITY ARM THAT PROMOTES SAFETY AND ADVANCES THE INTERESTS OF THE INDUSTRY · WI · controlled entity
Directly controlled by TAVERN LEAGUE OF WISCONSIN INC
-
TAVERN INDUSTRY POLITICAL ACTION COMMITTEE
527 · POLITICAL ACTION COMMITTEE · WI · controlled entity
Directly controlled by TAVERN LEAGUE OF WISCONSIN INC
-
TAVERN LEAGUE OF WISCONSIN INC FEDERAL PAC
527 · POLITICAL ACTION COMMITTEE · WI · controlled entity
Directly controlled by TAVERN LEAGUE OF WISCONSIN INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 28 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501199349301755
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