TEXAS HILL COUNTRY WINERIES: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TEXAS HILL COUNTRY WINERIES (EIN 74-2983159)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-17
IRS object ID
202413229349300711
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-17T20:10:47-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN264456234PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KENNETH DALE JACOBSON CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 W 2ND STREET SUITE 1900AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78701ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742983159EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEXAS HILL COUNTRY WINERIES INCBusinessNameLine1Txt
Business Name Line2WIESEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTEXABusinessNameControlTxt
Phone8309987654PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 96AddressLine1Txt
CityJOHNSON CITYCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78636ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLIVIA SCHORLEMERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8309987654PhoneNum
Signature2024-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH DALE JACOBSON CPAPreparerPersonNm
PTINP00959316PTIN
Phone5129069124PhoneNum
Preparation2024-11-13PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPHILIP HAWKINSPrincipalOfficerNm
Gross Receipts$582,388GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.TEXASWINETRAIL.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionORGANIZED FOR WINE INDUSTRY RELATED EDUCATION AND PROMOTION.ActivityOrMissionDesc
Voting Members Governing Body49VotingMembersGoverningBodyCnt
Voting Members Independent49VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$84,575PYContributionsGrantsAmt
CY Contributions Grants$126,087CYContributionsGrantsAmt
PY Program Service Revenue$259,431PYProgramServiceRevenueAmt
CY Program Service Revenue$456,225CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue-$3,392PYOtherRevenueAmt
CY Other Revenue$76CYOtherRevenueAmt
PY Total Revenue$340,614PYTotalRevenueAmt
CY Total Revenue$582,388CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$129,265PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$144,320CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$322,536PYOtherExpensesAmt
CY Other Expenses$455,769CYOtherExpensesAmt
PY Total Expenses$451,801PYTotalExpensesAmt
CY Total Expenses$600,089CYTotalExpensesAmt
PY Revenues Less Expenses-$111,187PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$17,701CYRevenuesLessExpensesAmt
Total Assets BOY$226,065TotalAssetsBOYAmt
Total Assets EOY$181,490TotalAssetsEOYAmt
Total Liabilities BOY$158,733TotalLiabilitiesBOYAmt
Total Liabilities EOY$144,514TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$67,332NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$36,976NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionORGANIZED FOR WINE INDUSTRY RELATED EDUCATION AND PROMOTION.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescPROVIDING PROMOTIONAL AND EDUCATIONAL INFORMATION ON THE WINE INDUSTRY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescPROVIDING PROMOTIONAL AND EDUCATIONAL INFORMATION ON THE WINE INDUSTRY.Desc
FieldValueIRS element (for citing)
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxYes (true)SubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document8IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members49GoverningBodyVotingMembersCnt
Independent Voting Member49IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLIVIA SCHORLEMERPersonNm
Phone8309987654PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 96AddressLine1Txt
CityJOHNSON CITYCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78636ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
PHILIP HAWKINS
PRESIDENTYes (X)Yes (X)$0$0$0
JOHN CATALANO
VICE PRESIDEYes (X)Yes (X)$0$0$0
LIVIA SCHORLEMER
TREASURERYes (X)Yes (X)$0$0$0
KATHERINE BRUNDRETT
SECRETARYYes (X)Yes (X)$0$0$0
NICHOLE BENDELE
MEMBER-AT-LAYes (X)$0$0$0
SHEILA LAIGLE
MEMBER-AT-LAYes (X)$0$0$0
MIKE BATEK
VICE PRESIDEYes (X)$0$0$0
JANUARY WIESE
EXECUTIVE DIYes (X)Yes (X)$0$0$0
KATE LAFLEUR
COMMUNICATIOYes (X)Yes (X)$0$0$0
KELLY HAGEMEIER
VICE PRESIDEYes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$100,213MembershipDuesAmt
All Other Contributions$25,874AllOtherContributionsAmt
Total Contributions$126,087TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
WINE TRAIL EVENT900099$191,567$191,567
INDUSTRY EVENTS541800$187,611$187,611
MARKETING/ADVERTISING900099$47,120$47,120
GRANT REVENUE$29,927$29,927
FieldValueIRS element (for citing)
Total Program Service Revenue$456,225TotalProgramServiceRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescDISCOUNTS RECEIVEDDesc
Business900099BusinessCd
Total Revenue Column$76TotalRevenueColumnAmt
Related Or Exempt Func Income$76RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$76OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$582,388TotalRevenueColumnAmt
Related Or Exempt Func Income$456,301RelatedOrExemptFuncIncomeAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$134,026TotalAmt
Program Services$134,026ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,294TotalAmt
Program Services$10,294ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$7,685TotalAmt
Program Services$7,685ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$23,434TotalAmt
Program Services$23,434ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$14,500TotalAmt
Program Services$14,500ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$244,353TotalAmt
Program Services$244,353ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,169TotalAmt
Program Services$6,169ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,504TotalAmt
Program Services$3,504ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,022TotalAmt
Program Services$3,022ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$151,755TotalAmt
Program Services$151,755ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,347TotalAmt
Program Services$1,347ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$600,089TotalAmt
Program Services$600,089ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$196,522BOYAmt
EOY$163,978EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,259BOYAmt
EOY$3,600EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$13,284BOYAmt
EOY$13,912EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,271LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,271LandBldgEquipAccumDeprecAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$226,065BOYAmt
EOY$181,490EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$153,768BOYAmt
EOY$139,238EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,965BOYAmt
EOY$5,276EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$158,733BOYAmt
EOY$144,514EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$67,332BOYAmt
EOY$36,976EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$67,332BOYAmt
EOY$36,976EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$226,065BOYAmt
EOY$181,490EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$17,701ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$12,655OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondedfalseSubstantiallyAllDuesNondedInd
Only In House LobbyingfalseOnlyInHouseLobbyingInd
Agree Carryover Prior YearfalseAgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,302OtherCostOrOtherBasisAmt
Depreciation$2,302DepreciationAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$969OtherCostOrOtherBasisAmt
Depreciation$969DepreciationAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
PAYROLL LIABILITIES$4,103
SALES TAX LIABILITY$1,173
FieldValueIRS element (for citing)
Total Liability$5,276TotalLiabilityAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DPROVIDING PROMOTIONAL AND EDUCATIONAL INFORMATION ON THE WINE INDUSTRY.
FORM 990, PAGE 6, PART VI, LINE 6THE ORGANIZATION HAS DIFFERENT MEMBERSHIPS AND VOTING RIGHTS. WINERY MEMBERS ARE THE ONLY ONES WHO HAVE VOTING PRIVILEGES. AFFILIATE WINERY, GROWER, AND ASSOCIATE MEMBERS DO NOT VOTE.
FORM 990, PAGE 6, PART VI, LINE 7AALL BOARD MEMBERS ARE VOTED IN TO THEIR POSITIONS BY THE ENTIRE MEMBERSHIP.
FORM 990, PAGE 6, PART VI, LINE 7BMOST GOVERNING DECISIONS MADE BY THE BOARD ARE VOTED ON BY THE ENTIRE MEMBERSHIP.
FORM 990, PAGE 6, PART VI, LINE 11BA COPY OF FORM 990 IS GIVEN TO AN OFFICER FOR REVIEW AND EMAILED TO MEMBERS FOR THEIR REVIEW BEFORE FILING.
FORM 990, PAGE 6, PART VI, LINE 19TEXAS HILL COUNTRY WINERIES NORMALLY DOES NOT MAKE ALL OF ITS DOCUMENTS AVAILABLE TO THE PUBLIC, BUT DOES SO UPON REQUEST.
FORM 990, PART XI, LINE 9ADJUSTMENT TO CASH BASIS NET ASSETS 0 ADJUSTMENT TO NET ASSETS -12,655 TOTAL -12,655

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