Maumee Valley Whiskey Society

Nonprofit profile at a glance

EIN
920657249
IRS 990-EZ coverage
2024–2025
Forms available
Form 990-EZ 2025, Form 990-N 2023
Location
Maumee, OH, USA
Phone
4194507750
Rating
64
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Philanthropy, Charity, Voluntarism Promotion

Official website

Reported finances

Revenue
$56,575
Expenses
$51,112
Assets
$16,685
Liabilities
$1,976

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

Leadership & pay

7 people listed

Executive titles in this filing

  • Joseph Carter (President)
  • Jason Miller (Vice-President)

People named in this filing

  • Joseph Carter (President)
  • Jason Miller (Vice-President)
  • Jeff Hansen (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 specific purposes of the Corporation are to foster a community of people celebrating camaraderie of Bourbon, our Native Spirit and educating on the heritage of American and International Whiskey while focused on the philanthropic abilities of Whiskey. In doing so, we have the ability to share with others the production process, legal parameters and broad palate of Whiskey - in a manner that benefits charitable organizations locally, regionally, and nationally.

What it reported doing in 2025

Carson Ramey Foundation - Charitable Bottle Raffles - MVWS Members participated in a series of raffles over the course of the year, the proceeds of which were donated to the Carson Ramey Foundation to help with their mission to provide support to children's hospitals.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 94% 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

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 52
  • Transparency & Controls: 82
  • Sustainability: 44
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 50%; rating input score 50
  • Program expense ratio: 55.3%; rating input score 55

Transparency & Controls

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

Sustainability

  • Operating margin: 9.7%; rating input score 60; 60th percentile among comparable filings
  • Total-asset coverage ratio: 0.33; rating input score 24; 24th percentile among comparable filings
  • Liabilities to assets ratio: 0.12; rating input score 14; 14th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 159.5% per year; rating input score 100; 99th percentile among comparable filings
  • Revenue growth: -20% per year; rating input score 0; 15th percentile among comparable filings
  • Asset growth: 74.5% per year; rating input score 100; 97th percentile among comparable filings

Details

  • Where the money goes: 50% of revenue deployed · 55.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $28K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 2 filing years from 2024 to 2025
  • Contacts: How to reach this organization
  • 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.

  • Review — Financial Efficiency: Mission deployment rate scored 50/100.
  • Review — Financial Efficiency: Program expense ratio scored 55/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 24/100.
  • High — Sustainability: Liabilities to assets ratio scored 14/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.