2024-10-24T06:20:31-05:00 2023-12-31 562034483 NORTON COLLAR LUND LILLEY PLLC 7701 SIX FORKS ROAD SUITE 100 RALEIGH NC 27615 990 2023-01-01 222238037 SOCIETY OF WINE EDUCATORS INC SOCI 2024088777 PO BOX 66140 WASHINGTON DC 20035 VANESSA BRANDENBURG GENERAL MANAGER 2024088777 2024-10-22 1 0 ROBERT M LANNING P01893629 9198411000 2024-10-01 2023 2024-10-15 13:58:12Z VANESSA BRANDENBURG PO BOX 66140 WASHINGTON DC 20035 1524737 0 X WWW.SOCIETYOFWINEEDUCATORS.ORG X 1997 MD TO EDUCATE MEMBERS AND OTHERS ABOUT WINE AND SPIRITS. 18 18 6 0 0 0 216630 217292 771366 774685 58849 26268 0 3906 1046845 1022151 0 0 0 0 723693 657009 0 0 0 407987 217939 1131680 874948 -84835 147203 714631 672217 147826 127691 566805 544526 TO EDUCATE MEMBERS AND OTHERS ABOUT WINE AND SPIRITS 0 0 534599 774685 EDUCATIONAL CLASSES AND CERTIFICATIONS 0 0 ANNUAL CONFERENCE: A THREE-DAY MEETING FOCUSING ON SOCIETY ACTIVITIES AND EDUCATIONAL SEMINARS. 115306 212186 COMMUNICATIONS AND SOCIAL MEDIA OUTREACH TO MEMBERS 649905 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 2 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X JOHN CAPONITI 2024088777 14212 SAWMILL CT PHOENIX MD 21131 MARGIE FERREE JONES PRESIDENT 5.00 X X 0 0 0 MARGARET HANSEN FIRST VICE PRESIDENT 2.00 X X 0 0 0 LISA KOZLOFF SECOND VICE PRESIDENT 2.00 X X 0 0 0 ADAM ACQUISTAPACE TREASURER 2.00 X X 0 0 0 MADISON KREAMER SECRETARY 2.00 X X 0 0 0 MISSI HOLLE IMM PAST PRESIDENT 1.00 X 0 0 0 JENNIFER BRODERICK DIRECTOR 1.00 X 0 0 0 KRISTIN CAMPBELL DIRECTOR 1.00 X 0 0 0 JARRED CRAVEN DIRECTOR 1.00 X 0 0 0 LORRAINE HEMS DIRECTOR 1.00 X 0 0 0 HUGH LANDER DIRECTOR 1.00 X 0 0 0 RICK LOPUS DIRECTOR 1.00 X 0 0 0 WANDA MANN DIRECTOR 1.00 X 0 0 0 GARY PICKARD DIRECTOR 1.00 X 0 0 0 TRUDY THOMAS DIRECTOR 1.00 X 0 0 0 TOSHIO UENO DIRECTOR 1.00 X 0 0 0 KATHERINE WOJCIK DIRECTOR 1.00 X 0 0 0 ELIZABETH YARBRUDY DIRECTOR 1.00 X 0 0 0 JANE NICKLES DIRECTOR OF EDUCATION 40.00 X 111705 0 31330 VANESSA BRANDENBURG GENERAL MANAGER 40.00 X 108763 0 13359 SHIELDS HOOD GENERAL MANAGER (THROUGH 12/8/22) 0.00 X 103075 0 0 323543 0 44689 3 0 0 0 0 212186 5106 5106 217292 EDUCATION 900099 774685 774685 774685 19526 19526 509328 502586 6742 6742 6742 OTHER INCOME 900099 3906 3906 3906 1022151 774685 0 30174 323543 242657 80886 190422 142817 47605 7500 5625 1875 88136 66103 22033 47408 35556 11852 4558 2279 2279 26867 26867 4297 3223 1074 12533 4764 7769 2400 1200 1200 19 19 12432 5592 6840 11698 5849 5849 EDUCATION EXPENSE 102758 102758 BANK FEES 22299 19000 3299 MEMBERSHIP EXPENSE 9486 9486 WEBSITE EXPENSE 4766 2383 2383 3826 613 3213 874948 649905 225043 0 117813 32359 10212 28788 3181 4980 35035 34128 45052 907 538373 573469 0 31714 714631 672217 142536 125377 5290 2314 147826 127691 X 566805 544526 566805 544526 714631 672217 147203 47399 -2256 -214625 0 X 1 X 0 0 0 X 262093 339849 359610 216630 217292 1395474 1096640 859707 805404 771366 774685 4307802 1358733 1199556 1165014 987996 991977 5703276 122780 73188 133225 50235 65443 444871 128326 149744 133701 197950 198402 808123 251106 222932 266926 248185 263845 1252994 4450282 24201 22572 41389 37004 19526 144692 24201 22572 41389 37004 19526 144692 487 3906 4393 1382934 1222128 1206890 1025000 1015409 5852361 0.76040 0.82090 0.02470 0.02500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35035 34128 907 907 JANE NICKLES JANE NICKLES, DIR. OF EDU. & CERT. IS MARRIED TO SHIELDS HOOD, GENERAL MGR 143035 COMPENSATION FOR SHIELDS HOOD AND JANE NICKLES HAS ALSO BEEN REPORTED ON FORM 990, PART VII, SECTION A 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERSHIP IS COMPRISED OF INDIVIDUALS AND ENTITIES INTERESTED IN THE FIELD OF WINE EDUCATION. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERSHIP VOTES YEARLY ON A LIST OF NOMINEES. INDIVIDUALS WITH THE HIGHEST NUMBERS OF VOTES ARE ELECTED TO THE BOARD OF DIRECTORS FOR 2 YEAR TERMS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS WITH ASSISTANCE FROM THE ORGANIZATION'S EXECUTIVE MANAGEMENT. A DRAFT OF THE FORM WAS REVIEWED BY THE ORGANIZATION'S ACCOUNTANT. THE FINAL FORM 990 WAS DISTRIBUTED TO THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C NO LATER THAN THE FIRST DAY OF JANUARY OF EACH YEAR, EACH DIRECTOR AND OFFICER ACKNOWLEDGES HIS OR HER FAMILIARITY WITH THIS POLICY AND DISCLOSES IN WRITING TO THE PRESIDENT OF THE BOARD ANY EXISTING FINANCIAL, COINVESTMENT OR OTHER MATERIAL INTERESTS SUBJECT TO THIS POLICY BY COMPLETING A CONFLICT OF INTEREST DISCLOSURE STATEMENT. EACH DIRECTOR AND EACH OFFICER OF THE CORPORATION PROMPTLY DISCLOSES ANY DIRECT OR INDIRECT FINANCIAL OR OTHER MATERIAL INTEREST WHICH HE OR SHE HAS OR REASONABLY EXPECTS TO HAVE IN ANY PROPOSED OR EXISTING ARRANGEMENT WITH THE CORPORATION PRIOR TO THE START OF ANY NEGOTIATIONS WITH RESPECT TO SUCH MATTER. A DIRECT OR INDIRECT FINANCIAL INTEREST REQUIRED TO BE DISCLOSED UNDER THIS POLICY IS DISCLOSED IN WRITING TO THE PRESIDENT OF THE BOARD OF DIRECTORS. SUCH DISCLOSURE INCLUDES ALL MATERIAL FACTS AND SUPPLIES ANY REASONS WHY THE ARRANGEMENT MIGHT OR MIGHT NOT BE IN THE BEST INTEREST OF THE CORPORATION. THE PRESIDENT REFERS THE ISSUE TO THE FULL BOARD OR OTHER BOARD COMMITTEE HAVING DECISION-MAKING AUTHORITY OVER THE SUBSTANTIVE MATTER IN QUESTION (THE "BOARD OR COMMITTEE"). THE DIRECTOR OR OFFICER WHO DISCLOSES A DIRECT OR INDIRECT FINANCIAL OR OTHER MATERIAL INTEREST IN A PROPOSED OR EXISTING ARRANGEMENT MAY MAKE A PRESENTATION AND RESPOND TO QUESTIONS BY THE BOARD OR COMMITTEE, BUT AFTER SUCH PRESENTATION, HE OR SHE LEAVES THE MEETING DURING THE DISCUSSION OF, AND VOTE ON, THE ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. AS PART OF ANY PRESENTATION, THE DIRECTOR OR OFFICER PROVIDES TO THE BOARD OR COMMITTEE ANY REASONS WHY THE ARRANGEMENT MIGHT OR MIGHT NOT BE IN THE BEST INTEREST OF THE CORPORATION. THE BOARD OR COMMITTEE DETERMINES WHETHER THE CORPORATION CAN OBTAIN A MORE ADVANTAGEOUS ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. THE BOARD OR COMMITTEE, IF APPROPRIATE, APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED ARRANGEMENT. IF A MORE ADVANTAGEOUS CONTRACT, TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE DETERMINES BY MAJORITY VOTE OF THE DISINTERESTED MEMBERS OF THE BOARD OR COMMITTEE WHETHER THE ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST AND WHETHER IT IS FAIR AND REASONABLE TO THE CORPORATION AND MAKES ITS DECISION AS TO WHETHER TO ENTER INTO THE ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A DIRECTOR OR OFFICER HAS FAILED TO DISCLOSE A DIRECT OR INDIRECT FINANCIAL OR OTHER MATERIAL INTEREST OR A COINVESTMENT INTEREST SUBJECT TO THIS POLICY, IT INFORMS THE DIRECTOR OR OFFICER OF THE BASIS FOR SUCH BELIEF AND AFFORDS THE DIRECTOR OR OFFICER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF SUCH INDIVIDUAL AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT THE DIRECTOR OR OFFICER HAS IN FACT FAILED TO DISCLOSE A DIRECT OR INDIRECT FINANCIAL OR OTHER MATERIAL INTEREST OR COINVESTMENT INTEREST SUBJECT TO THIS POLICY, IT TAKES APPROPRIATE CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE GENERAL MANAGER'S COMPENSATION IS DETERMINED BY THE TREASURER AND THE PRESIDENT OF THE BOARD OF DIRECTORS. THE GENERAL MANAGER DETERMINES THE COMPENSATION OF THE ORGANIZATION'S OTHER EMPLOYEES. THE LAST COMPENSATION REVIEW TOOK PLACE DECEMBER 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT CURRENTLY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.