Bourbon Women Education Foundation Inc

Nonprofit profile at a glance

EIN
872647898
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025
Location
Louisville, KY, USA
Phone
5025749951
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Job Training

Reported finances

Revenue
$67,130
Expenses
$66,185
Assets
$126,990
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • JAN WALTHER (EXECUTIVE DIRECTOR)

People named in this filing

  • BRITTANY ALLISON (PAST CHAIR)
  • SARAH BRYANT (TREASURER)
  • ASHLEE COONEY (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The foundation's mission is to fund educational opportunities, including the bourbon women angels share (formerly amber circle), the training and leadership cohort program, and other educational opportunities that support women and people from diverse backgrounds in the beverage alcohol and related industries.the foundation will assist a diverse array of individuals interested in pursuing new careers in the beverage alcohol industry and related sectors. Additionally, educational opportunites will be extended to individuals currently in the spirits industry.

What it reported doing in 2025

Assist a diverse array of individuals interested in pursuing new careers in the beverage alcohol industry and related sectors.

Operating model

Revenue model
Donor-supported. 81% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Expenses are high relative to revenue and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 64
  • Transparency & Controls: 100
  • Sustainability: 50
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 63.8%; rating input score 64
  • Program expense ratio: 62.9%; rating input score 63

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 1.4%; rating input score 47; 47th percentile among comparable filings
  • Total-asset coverage ratio: 1.92; rating input score 64; 64th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 18.1%; rating input score 8; 8th percentile among comparable filings

Growth

  • Program expense growth: 44.9% per year; rating input score 100; 91st percentile among comparable filings
  • Revenue growth: 1% per year; rating input score 100; 54th percentile among comparable filings
  • Asset growth: 17.1% per year; rating input score 100; 81st percentile among comparable filings

Details

  • Where the money goes: 63.8% of revenue deployed · 62.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $42K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 5 filing years from 2021 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 47/100.
  • High — Sustainability: Officer compensation ratio scored 8/100.