Nonprofit · EIN 27-4357586
BOURBON WOMEN ASSOCIATION
Tax-exempt · LOUISVILLE, KY 40252
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $671,318 | $765,352 | -$94,034 | $325,290 | $2,863 | $322,427 |
| December 31, 2024 | 990 | $809,900 | $632,380 | $177,520 | $452,972 | $36,511 | $416,461 |
| December 31, 2023 | 990 | $716,825 | $556,772 | $160,053 | $261,211 | $22,270 | $238,941 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $103,497
- Membership dues
- $103,497
- Program service revenue
- $520,310
- Investment income
- $15,206
- Royalties
- $12,793
- Net income from fundraising events
- $19,512
- Other revenue
- $32,305
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $24,106
- Salaries, compensation and benefits (total)
- $24,106
- Professional fundraising fees
- $0
- Legal fees
- $400
- Accounting fees
- $12,400
Balance sheet and other
- Total assets, start of year
- $452,972
- Total assets, end of year
- $325,290
- Total liabilities, end of year
- $2,863
- Net assets, end of year
- $322,427
- Publicly traded securities
- $272,423
- Gross receipts
- $673,032
- Employees
- 0
- Volunteers
- 20
- Year formed
- 2010
- State of legal domicile
- KY
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 |
|---|---|---|---|
| Heather Wibbels | Managing Director (through April 2025) Officer | 40 | $24,106 |
| Carol Otto | Board Chair Trustee or director, Officer | 2 | $0 |
| Kim Rice | Board Vice Chair Trustee or director, Officer | 1 | $0 |
| Deb Copeland | Secretary Trustee or director, Officer | 2 | $0 |
| Hamilton Thiersch | Treasurer Trustee or director, Officer | 2 | $0 |
| Kristy Offitt | Compliance Officer Trustee or director | 1 | $0 |
| Margo Horlander | Board Past Chair Trustee or director | 1 | $0 |
| Amy Bloomhoff | Director Trustee or director | 1 | $0 |
| Sarah Bryant | Director Trustee or director | 1 | $0 |
| Carrie Coe | Director Trustee or director | 1 | $0 |
| Erica Fields | Director Trustee or director | 1 | $0 |
| Nicole Fitzpatrick | Director Trustee or director | 1 | $0 |
| Eulalia House | Director Trustee or director | 1 | $0 |
| Dana Miller | Director Trustee or director | 1 | $0 |
| Shauneille Peoples | Director Trustee or director | 1 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Erin Petrey | Director Trustee or director | 1 | $0 |
| Stacy Pritchard | Director Trustee or director | 1 | $0 |
| Melissa Richards-Person | Director Trustee or director | 1 | $0 |
| Trina Summers | Director Trustee or director | 1 | $0 |
| Peggy Noe Stevens | Founder & Chair Emeritus Officer | 2 | $0 |
990 for the year ended December 31, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Heather Wibbels | Managing Director Key employee | 40 | $70,000 |
| Carol Ormay | Operations Director Highest-paid employee | 40 | $24,000 |
| Peggy Noe Stevens | Founder & Chair Emeritus Trustee or director | 2 | $0 |
| Susan Reigler | Advisory Board Member, Past President Trustee or director | 1 | $0 |
| Sarah Bryant | Director Trustee or director | 1 | $0 |
| Alicia Burton | Director Trustee or director | 1 | $0 |
| Carrie Coe | Director Trustee or director | 1 | $0 |
| Deb Copeland | Secretary Trustee or director, Officer | 2 | $0 |
| Erica Fields | Director Trustee or director | 1 | $0 |
| Nicole Fitzpatrick | Director Trustee or director | 1 | $0 |
| Sarah Hackman | Director Trustee or director | 1 | $0 |
| Margo Horlander | Board Chair Trustee or director, Officer | 2 | $0 |
| Eulalia House | Director Trustee or director | 1 | $0 |
| Kristy Offitt | Director Trustee or director | 1 | $0 |
| Carol Otto | Treasurer Trustee or director, Officer | 2 | $0 |
| Shauneille Peoples | Director Trustee or director | 1 | $0 |
| Stacy Pritchard | Director Trustee or director | 1 | $0 |
| Kim Rice | Director Trustee or director | 1 | $0 |
| Steffani Scheurich | Vice Chair Trustee or director, Officer | 2 | $0 |
| Trina Summers | Director Trustee or director | 1 | $0 |
| Hamilton Thiersch | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEATHER WIBBELS | MANAGING DIRECTOR Officer | 40 | $58,750 |
| CAROL ORMAY | DIRECTOR OF BRANCH OPERATIONS Officer | 20 | $24,000 |
| MARGARET HORLANDER | CHAIR Trustee or director, Officer | 1 | $0 |
| STEFFANI SCHEURICH | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| CAROL OTTO | TREASURER Trustee or director, Officer | 1 | $0 |
| DEB COPELAND | SECRETARY Trustee or director, Officer | 1 | $0 |
| SARAH BRYANT | DIRECTOR Trustee or director | 1 | $0 |
| ALICIA BURTON | DIRECTOR Trustee or director | 1 | $0 |
| FELICIA CORBETT | DIRECTOR Trustee or director | 1 | $0 |
| ERICA FIELDS | DIRECTOR Trustee or director | 1 | $0 |
| NICOLE FITZPATRICK | DIRECTOR Trustee or director | 1 | $0 |
| SARAH BETH HACKMAN | DIRECTOR Trustee or director | 1 | $0 |
| EULALIA HOUSE | DIRECTOR Trustee or director | 1 | $0 |
| EBONI MAJOR | DIRECTOR Trustee or director | 1 | $0 |
| KRISTY OFFUT | COMPLIANCE OFFICER Trustee or director, Officer | 1 | $0 |
| SUSAN REIGLER | BOARD ADVISOR Trustee or director | 1 | $0 |
| KIM RICE | DIRECTOR Trustee or director | 1 | $0 |
| PEGGY STEVENS | CHAIR EMERITUS Trustee or director | 1 | $0 |
| TRINA SUMMERS | DIRECTOR Trustee or director | 1 | $0 |
| HAMILTON THIERSCH | DIRECTOR Trustee or director | 1 | $0 |
| CYNTHIA TORP | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 22091, LOUISVILLE, KY 40252-0091
- Mailing address (990-N for 2012)
- 2365 HARRODSBURG ROAD NO A325, LEXINGTON KY 40504
- Principal officer (990 for 2025)
- Carol A Otto, PO Box 22091, Louisville, KY 40252
- Principal officer (990-N for 2012)
- BEN POLK, 2365 HARRODSBURG ROAD NO A325, LEXINGTON KY 40504
- Signed the 990
- Carol Otto, Board of Directors Chair
- Phone
- (502) 574-9951
- Website
- WWW.BOURBONWOMEN.ORG
Mission
To be an independent resource and an inspirational forum for bringing women of all age groups together collectively to share our bourbon affinity.
Program accomplishments
- 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.
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
- 27-4357586
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S40)
- Assets (IRS master file)
- $325,290
- Income (IRS master file)
- $673,032
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $671,318 | $765,352 | $325,290 | XML |
| 990 | December 2024 | $809,900 | $632,380 | $452,972 | XML |
| 990 | December 2023 | $716,825 | $556,772 | $261,211 | XML |
| 990 | December 2022 | $540,569 | $478,257 | $97,961 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2012 Officer: BEN POLK | December 31, 2012 | ≤ $50,000 receipts | – | – | e-Postcard |
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 27-4357586).
Questions about BOURBON WOMEN ASSOCIATION
- What is the EIN of BOURBON WOMEN ASSOCIATION?
- The employer identification number (EIN) of BOURBON WOMEN ASSOCIATION is 27-4357586.
- Is BOURBON WOMEN ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2012.
- Are donations to BOURBON WOMEN ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BOURBON WOMEN ASSOCIATION 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 BOURBON WOMEN ASSOCIATION 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 BOURBON WOMEN ASSOCIATION 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 BOURBON WOMEN ASSOCIATION?
- The 990 for the year ended December 31, 2025 names Carol A Otto.
- Who are the officers and directors of BOURBON WOMEN ASSOCIATION?
- The 990 for the year ended December 31, 2025 lists 20 people; 1 received compensation from the organization, the highest $24,106 (Heather Wibbels, Managing Director (through April 2025)).
- How much revenue does BOURBON WOMEN ASSOCIATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $671,318, expenses of $765,352 and total assets of $325,290 at year end.
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