Tavern League of Wisconsin Inc
Nonprofit profile at a glance
- EIN
- 390746302
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Milwaukee, WI, USA
- Phone
- 6082708591
- Rating confidence
- Limited
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $1,817,044
- Expenses
- $1,587,800
- Assets
- $5,222,518
- Liabilities
- $723,716
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
42 people listed
Executive titles in this filing
- KEITH KERN (PRESIDENT)
- CATHY VALES (SENIOR VICE PRESIDENT)
- DONN AMUNDSON (NORTHERN ZONE VICE PRESIDENT)
- BOB CARPENTER (CENTRAL DISTRICT VICE PRESIDENT)
- JENNIFER COLLISON (SOUTHERN ZONE VICE PRESIDENT)
- VINNY EGLE (EASTERN ZONE VICE PRESIDENT)
Highest reported compensation
- MARK JEFFERSON (EXECUTIVE DIRECTOR): $148,550 total reported compensation
- MARK PUETZ (DISTRICT DIRECTOR): $15,469 total reported compensation
- KEITH KERN (PRESIDENT): $9,975 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The tavern league of Wisconsin is a non-profit trade association dedicated to serving the needs of the retail beverage alcohol segment of the hospitality industry in the state of Wisconsin.the league exists to provide services to members that are not available to them as individuals and to use the collective strength of its membership to accomplish, as a group, goals that cannot be accomplished alone. The league provides their members with services such as legislative and governmental relations, legal information, educational services and promotes the industry on behalf of its membership.
What it reported doing in 2024
Member advocacy - tavern league of Wisconsin (tlw) is dedicated to serving the needs of the retail alcohol beverage segment of the hospitality industry in the state of Wisconsin. Tlw exists to advocate for and provide services to members that are not otherwise available to members as individuals and to use the collective strength of its membership to accomplish as a group, goals that cannot be accomplished alone. Tlw provides their members with services such as legislative and governmental relations, legal information, educational services, and promotes the industry on behalf of its membership.
Operating model
- Revenue model
- Other-operating. 71% of the money available for current operations came from other operating revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 88
- Accountability: 72
- Sustainability: 61
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 81.8%; rating input score 82; 1st percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 93.6%; rating input score 94; 41st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 67.6%; rating input score 68; 14th percentile among comparable filings
- Governance controls: 7 of 9 controls in place; rating input score 78
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 12.6%; rating input score 66; 66th percentile among comparable filings
- Total-asset coverage ratio: 3.29; rating input score 77; 77th percentile among comparable filings
- Liabilities to assets ratio: 0.14; rating input score 37; 37th percentile among comparable filings
- Officer compensation ratio: 14.1%; rating input score 25; 25th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 1.4% per year; rating input score 100; 21st percentile among comparable filings
- Asset growth: 3.7% per year; rating input score 100; 33rd percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 25 of 37 board members independent · 7 of 9 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $149K · 42 people listed
- Highest-paid contractors: 2 contractors listed · $478K reported
- Consistency: 11 of 13 current checks pass · 2 findings to review
- Schedules: 7 filed schedules · includes major donors and grants
- Filing history: 15 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 42 filed money-flow records
- Related organizations: 5 filed related-organization links
- 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 — Accountability: Governance controls: 2 of 9 not reported.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
- High — Sustainability: Officer compensation ratio scored 25/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 37/100.