2025-12-24T11:34:02-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 15303 N DALLAS PARKWAY SUITE 1400 ADDISON TX 75001 990 2023-01-01 472067201 WINE EDUCATION COUNCIL INC WINE 3144966345 8080 NORTH CENTRAL EXPRESSWAY 1700 DALLAS TX 75206 CHARLES RICE EXECUTIVE DIRECTOR 3144966345 2025-12-24 1 1 ALLISON BROWN P01603075 9723835700 2025-12-24 2023 2025-03-06 01:10:19Z X X CHARLES RICE 8080 NORTH CENTRAL EXPRESSWAY 1700 DALLAS TX 75206 3745568 0 X WWW.WINEEDUCATIONCOUNCIL.ORG X 2015 TX TO CONDUCT PROGRAMS AND ACTIVITIES RELATED TO THE EDUCATION OF ALL PEOPLES ON THE MULTIFACETED IMPACT WINE HAS HAD ON OUR CULTURE AND ECONOMY. 4 4 0 3 0 0 0 2827766 0 0 313049 224731 8962 -111106 322011 2941391 0 762344 0 0 48000 48000 0 0 0 1842311 1793561 1890311 2603905 -1568300 337486 5060686 7182215 0 241294 5060686 6940921 X TO CONDUCT VARIOUS PROGRAMS AND ACTIVITIES RELATED TO THE EDUCATION OF CONSUMERS, STUDENTS AND BUSINESSES ON THE MULTIFACETED IMPACT THAT WINE HAS HAD ON OUR CULTURE AND ECONOMY. WE WILL FOSTER COOPERATION AND COMMUNICATION ACROSS BORDERS AND CULTURES. 0 0 814950 762344 0 THE WINE EDUCATION COUNCIL IS A NON-PROFIT, EDUCATIONAL ORGANIZATION THAT PROMOTES THE DEVELOPMENT AND EFFECTIVENESS OF WINE PROFESSIONALS THROUGH FORMAL STUDY, POST-GRADUATE TRAINING, AND ADVANCED, ENRICHMENT OPPORTUNITIES. OUR DIVERSE ACTIVITIES INCLUDE THE SUPPORT OF WINE PROGRAMS AT INSTITUTIONS OF HIGHER LEARNING, THE SPONSORSHIP OF SPECIALIZED SEMINARS, GRANTS TO ASSIST PUBLICATION OF ACADEMIC WORKS, AND THE PROMOTION OF EDUCATIONAL EXPERIENCES THAT HELP STUDENTS AND WINE PROFESSIONALS LEARN ABOUT AND ENGAGE IN VARIOUS SECTORS OF THE WINE COMMUNITY.RECOGNIZING THAT THE CONSUMPTION OF WINE IS VULNERABLE TO ABUSE, WE ARE COMMITTED TO PROVIDING RESOURCES AND SUPPORTING PROGRAMS THAT PROMOTE MODERATE AND RESPONSIBLE ALCOHOL USE AND GUARD AGAINST SOCIAL PROBLEMS ASSOCIATED WITH INAPPROPRIATE CONSUMPTION.AS AN ENVIRONMENTALLY AND SOCIALLY CONSCIOUS ORGANIZATION, WE ARE SENSITIVE TO THE HUMAN AND ECONOMIC IMPACT OF WINE ON OUR COMMUNITY AND REMAIN DEDICATED TO PROMOTING WITHIN THE GLOBAL WINE COMMUNITY THE RESPONSIBLE USE OF THE EARTH'S RESOURCES AND THE IMPLEMENTATION OF MECHANISMS THAT PROMOTE ECONOMIC JUSTICE. 814950 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 CA NY X CHARLES RICE 3144966345 8080 NORTH CENTRAL EXPRESSWAY SUITE DALLAS TX 75206 PAUL HARRIS PRESIDENT 3.00 X 38400 0 0 KATHY STONE SECRETARY 4.00 X 9600 0 0 LON MCCAIN DIRECTOR 1.00 X 0 0 0 LIONEL DE RAVEL DIRECTOR 1.00 X 0 0 0 DOUGLAS BARZELAY DIRECTOR 1.00 X 0 0 0 48000 0 0 0 0 0 0 FOUNDATION LEGAL SUPPORT 929 S BRAND BOULEVARD GLENDALE CA 91204 LEGAL 528938 SNELL & WILMER LLP 400 E VAN BUREN ST STE 1900 PHOENIX AZ 85004 LEGAL 309158 QUINN EMANUEL TRIAL LAWYERS 2601 S BAYSHORE DR 1550 MIAMI FL 33133 LEGAL 292170 GREENBERG TRAURIG 450 S ORANGE AVE STE 650 ORLANDO FL 32801 LEGAL 112565 4 1627766 1200000 377650 2827766 109138 109138 492514 376921 115593 115593 115593 316150 1627766 427256 -111106 -111106 2941391 0 0 113625 762344 762344 48000 12000 36000 1669462 1669462 44423 44423 29147 29147 25510 24966 544 7475 7475 1135 1135 PROGRAM EXPENSE - EDUCA 15640 15640 BANK FEES 573 573 TAXES & LICENSES 196 196 2603905 814950 1788955 0 235054 129766 620258 1197693 3270 189333 4189212 5660917 12892 4506 5060686 7182215 0 241294 0 241294 X 5060686 6744076 196845 5060686 6940921 5060686 7182215 X 337486 1010826 -160119 692042 X 0 1 X 1 0 X 304412 16676 278000 2827766 3426854 304412 16676 278000 2827766 3426854 586206 2840648 174380 72584 57847 58476 109138 472425 -57 5296 5239 3904518 -111106 0.72750 0.73290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 4709284 1010826 65025 692042 1767893 2941391 0 2941391 2668930 65025 65025 2603905 0 2603905 PART X, LINE 2: MANAGEMENT IS NOT AWARE OF ANY VIOLATIONS OF ITS TAX STATUS. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR THE PERIODS PRIOR TO 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVERSAL OF GRANT EXPENSE PURSUANT TO LEGAL SETTLEMENT 687,902. K-1 - BONACCORSI WINE COMPANY LLC 4,140. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS 762344 0 0 0 0 0 0 762344 0 762344 EUROPE (INCLUDING ICELAND & GREENLAND) TOWARD EDUCATIONAL SEMINAR AND FUNDRAISING FOR A WINE MUSEUM IN FRANCE 762344 WIRE TRANSFERS 0 1 1 0 0 0 0 0 0 PART 1, LINE 2 THE FOREIGN ORGANIZATION SIGNS A GRANT AGREEMENT WITH WEC. THE GRANTEE MUST PROVIDE A REPORT ON THE EXPENDITURES MADE FROM THE GRANT FUNDS, COMPLIANCE WITH THE TERMS OF THE GRANT, AND PROGRESS MADE IN ACCOMPLISHING THE PURPOSES OF THE GRANT. THE GRANTEE ALSO MUST MAINTAIN RECORDS OF ALL RECEIPTS AND EXPENDITURES RECEIVED OR MADE IN CONNECTION WITH THE GRANT AND TO MAKE ITS BOOKS AND RECORDS AVAILABLE TO WEC FOR INSPECTION AT REASONABLE TIMES. BLUE HILL AT STONE BARNS - NY 843400 705200 138200 87200 12437 15800 13682 SAN FRANCISCO EVENT 1100516 922566 177950 298137 1943916 1627766 316150 385337 12437 15800 13682 427256 -111106 X 2 199847 X WINE AND WINE TOURS/EXPERIENCES 12 177650 OPINIONS OF EXPERTS 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE RETURN IS CIRCULATED TO THE PRESIDENT, CERTAIN MEMBERS OF THE BOARD AND THE ORGANIZATION'S LEGAL COUNSEL FOR REVIEW. IT IS THEN PROVIDED TO ALL OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS FURNISHED TO EACH DIRECTOR, COMMITTEE MEMBER, OFFICER AND KEY EMPLOYEE ANNUALLY. THEY ARE REQUIRED TO SIGN A STATEMENT THAT STATES THEY HAVE RECEIVED A COPY OF THE POLICY, UNDERSTAND THE POLICY, AGREE TO THE POLICY AND UNDERSTAND THE TAX EXEMPT PURPOSE OF THE ORGANIZATION.. THE ORGANIZATION MONITORS COMPLIANCE BY ASKING ABOUT ANY CONFLICTS OF INTEREST AT EVERY BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: REVERSAL OF GRANT EXPENSE PURSUANT TO LEGAL SETTLEMENT 687,902. K-1 - BONACCORSI WINE COMPANY LLC 4,140. FORM 990, B , AMENDED RETURN AN AMENDED RETURN IS BEING FILED TO CORRECT VARIOUS COMPONENTS DUE TO AN AUDIT THAT WAS COMPLETED AFTER FILING. THE FOLLOWING PARTS AND SCHEDULES WERE UPDATED TO REFLECT CHANGES FROM THE AUDIT: PART I, REVENUE, EXPENSES, AND NET ASSETS; PART III LINE 4A; PART IV LINES 11F, 12A, 14B, AND 29; PART VIII; PART IX; PART X; PART XI; PART XII; SCHEDULE A, PART II; SCHEDULE B; AND SCHEDULE G, PART II. THE FOLLOWING SCHEDULES HAVE BEEN ADDED TO THE AMENDED RETURN TO REFLECT CHANGES FROM THE AUDIT: SCHEDULE D, PART XI, PART XII, AND PART XIII; SCHEDULE F, PART I, PART II, PART IV, AND PART V; AND SCHEDULE M, PART I.