2026-06-19T15:42:24-07:00 2025-12-31 990 2025-01-01 274357586 BOURBON WOMEN ASSOCIATION INC BOUR 5025749951 PO Box 22091 Louisville KY 40252 Carol Otto Board of Directors Chair 5025749951 2026-06-19 2025 2025-03-06 01:10:19Z Carol A Otto PO Box 22091 Louisville KY 40252 673032 0 X bourbonwomen.org X 2010 KY To be an independent resource and an inspirational forum for bringing women of all age groups together collectively to share our bourbon affinity. 18 18 0 20 0 0 144862 103497 613098 520310 15407 15206 36533 32305 809900 671318 2000 0 0 0 70000 24106 0 0 0 560380 741246 632380 765352 177520 -94034 452972 325290 36511 2863 416461 322427 To be an independent resource and an inspirational forum for bringing women of all age groups together collectively to share our bourbon affinity. 0 0 To promote the history and heritage of bourbon through education, while partnering with the bourbon industry to enrich the economic impact and to act as a catalyst in engaging the female market. 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 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 0 0 0 0 0 0 0 0 0 X 18 18 0 1 0 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 0 0 0 KY X Sandra E Ray CPA PC 3177336198 PO Box 190 Zionsville IN 46077 Heather Wibbels Managing Director (through April 2025) 40 0 X 24106 0 0 Carol Otto Board Chair 2 0 X X 0 0 0 Kim Rice Board Vice Chair 1 0 X X 0 0 0 Deb Copeland Secretary 2 0 X X 0 0 0 Hamilton Thiersch Treasurer 2 0 X X 0 0 0 Kristy Offitt Compliance Officer 1 0 X 0 0 0 Margo Horlander Board Past Chair 1 0 X 0 0 0 Amy Bloomhoff Director 1 0 X 0 0 0 Sarah Bryant Director 1 0 X 0 0 0 Carrie Coe Director 1 0 X 0 0 0 Erica Fields Director 1 0 X 0 0 0 Nicole Fitzpatrick Director 1 0 X 0 0 0 Eulalia House Director 1 0 X 0 0 0 Dana Miller Director 1 0 X 0 0 0 Shauneille Peoples Director 1 0 X 0 0 0 Erin Petrey Director 1 0 X 0 0 0 Stacy Pritchard Director 1 0 X 0 0 0 Melissa Richards-Person Director 1 0 X 0 0 0 Trina Summers Director 1 0 X 0 0 0 Peggy Noe Stevens Founder & Chair Emeritus 2 0 X 0 0 0 24106 0 0 0 0 0 0 0 0 103497 0 0 0 0 0 103497 Siposium 611430 385667 385667 0 0 Branch Events 611430 101103 101103 0 0 Other Programs 611430 19250 19250 0 0 National Events 611430 14290 14290 0 0 0 0 0 0 520310 15206 0 0 15206 0 0 0 0 12793 0 0 12793 0 0 0 0 21226 0 1714 19512 0 19512 0 671318 520310 0 47511 24106 233206 400 12400 1893 227 14317 707 15698 Events 439506 Bank and credit card fees 20372 Commission expense 2025 Bad debt expense 495 765352 0 0 0 40915 12704 0 0 22138 24343 9632 15820 380287 272423 0 452972 325290 2063 10 34448 2853 36511 2863 X 0 0 0 0 416461 322427 416461 322427 452972 325290 -94034 0 0 0 0 0 X 0 0 0 1 1 0 Siposium Auction 21226 0 21226 0 0 0 0 0 1714 0 0 21226 0 21226 0 0 0 0 0 1714 1714 19512 Peggy Noe Stevens & Associates Founder/Chair Emeritus 70333 Management consulting 0 Schedule L, Part IV In November 2025 the organization entered into a management services contract with Peggy Noe Stevens & Associates (PNS&A) for 2026 - 2028. Peggy Noe Stevens is the Founder and Chair Emeritus (non-voting) of Bourbon Women Association, Inc. Ms. Stevens is the sole owner of PNS&A. Ms. Stevens recused herself from the board discussion related to the contract agreement. Services to be provided by PNS&A under the agreement include membership management, sponsorship and partnership management, communications and marketing, social media and website, annual conference and event planning and on-site execution, branch and regional management, programming and education, administration and operations, technology and data management, and advocacy and industry relations. The amount of $70,333 recorded by Bourbon Women Association in 2025 represents payment of $37,000 for November and December 2025 and $33,333 for January 2026. The ongoing monthly payment in 2026 is $33,333 for an annual total of $400,000. The payment to PNS&A in 2027 and 2028 will be finalized after yearly review of the organization's budget but will not exceed $450,000 and $500,000, respectively. Form 990, Part VI, Section A, Line 3 In November 2025 the organization entered into a management services contract with Peggy Noe Stevens & Associates (PNS&A) for 2026 - 2028. Peggy Noe Stevens is the Founder and Chair Emeritus (non-voting) of Bourbon Women Association, Inc. Ms. Stevens is the sole owner of PNS&A. Ms. Stevens recused herself from the board discussion related to the contract agreement. Services to be provided by PNS&A under the agreement include membership management, sponsorship and partnership management, communications and marketing, social media and website, annual conference and event planning and on-site execution, branch and regional management, programming and education, administration and operations, technology and data management, and advocacy and industry relations. Form 990, Part VI, Section A, Line 6 There are 3 types of members: Individual members, Individual Lifetime members, and Corporate members. All members receive discounted registration to the various events conducted across the country. Additionally, the membership elects the board of directors from a slate of candidates forwarded from the Nominating Committee. Form 990, Part VI, Section A, Line 7a There are 3 types of members: Individual members, Individual Lifetime members, and Corporate members. All members receive discounted registration to the various events conducted across the country. Additionally, the membership elects the board of directors from a slate of candidates forwarded from the Nominating Committee. Form 990, Part VI, Section B, Line 11b The Form 990 is initially reviewed by the Treasurer for accuracy and completeness. Following this review, the draft return is presented to the Board of Directors for their review and approval prior to submission to the IRS. Form 990, Part VI, Section B, Line 12c If any such conflict exists, members are required to abstain from any discussion and/or votes pertaining to the conflict. Form 990, Part VI, Section C, Line 19 In accordance with IRS regulations, all public disclosure documents are available to the public upon written request. Interested parties may submit a written inquiry to the organization's principal office address, and documents will be provided in a timely manner as required by law. Automatic extension was timely filed.