Civic Intelligence

Tennessee Wine & Spirits Retail

EIN 62-1582649 • 501(c)6 • Madison, TN

Profile

The Association's primary exempt purpose is to provide assistance to Tennessee's beverage retailers.

PO Box 961Madison, TN 37116

www.twsra.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

58th percentile

4.7%

Higher net margin than 58% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

95th percentile

95%

Faster asset growth than 95% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

48%

Faster revenue growth than 89% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$19,218

Up $9,379 (+95%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$19,218

Up $9,379 (+95%) from 2023

Revenue

Up

$199,157

Up $64,538 (+48%) from 2023

Expenses

Up

$189,778

Up $55,491 (+41%) from 2023

Net Income

Up

$9,379

Up $9,047 (+2725%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2010: $1,853Net Assets 2010: $1,8532010Assets 2011: $3,636Net Assets 2011: $3,6362011Assets 2012: $12,200Net Assets 2012: $12,2002012Assets 2013: $23,963Liabilities 2013: $4,250Net Assets 2013: $19,7132013Assets 2014: $10,343Net Assets 2014: $10,3432014Assets 2015: $1,455Liabilities 2015: $250Net Assets 2015: $1,2052015Assets 2016: $14,734Liabilities 2016: $250Net Assets 2016: $14,4842016Assets 2017: $12,503Net Assets 2017: $12,5032017Assets 2018: $5,446Liabilities 2018: $0Net Assets 2018: $5,4462018Assets 2019: $1,559Liabilities 2019: $0Net Assets 2019: $1,5592019Assets 2020: $5,596Liabilities 2020: $0Net Assets 2020: $5,5962020Assets 2021: $3,717Liabilities 2021: $0Net Assets 2021: $3,7172021Assets 2022: $9,857Liabilities 2022: $350Net Assets 2022: $9,5072022Assets 2023: $9,839Liabilities 2023: $0Net Assets 2023: $9,8392023Assets 2024: $19,218Liabilities 2024: $0Net Assets 2024: $19,2182024

Highlighted filing

2024

Assets$19,218
Liabilities$0
Net Assets$19,218

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $62,000Expenses 2010: $78,186Net Income 2010: -$16,1862010Revenue 2011: $94,415Expenses 2011: $92,632Net Income 2011: $1,7832011Revenue 2012: $100,450Expenses 2012: $91,886Net Income 2012: $8,5642012Revenue 2013: $104,665Expenses 2013: $97,152Net Income 2013: $7,5132013Revenue 2014: $89,250Expenses 2014: $98,620Net Income 2014: -$9,3702014Revenue 2015: $92,235Expenses 2015: $101,373Net Income 2015: -$9,1382015Revenue 2016: $162,792Expenses 2016: $149,513Net Income 2016: $13,2792016Revenue 2017: $107,340Expenses 2017: $109,321Net Income 2017: -$1,9812017Revenue 2018: $120,450Expenses 2018: $127,507Net Income 2018: -$7,0572018Revenue 2019: $133,727Expenses 2019: $137,614Net Income 2019: -$3,8872019Revenue 2020: $128,675Expenses 2020: $124,638Net Income 2020: $4,0372020Revenue 2021: $213,224Expenses 2021: $215,103Net Income 2021: -$1,8792021Revenue 2022: $145,694Expenses 2022: $139,904Net Income 2022: $5,7902022Revenue 2023: $134,619Expenses 2023: $134,287Net Income 2023: $3322023Revenue 2024: $199,157Expenses 2024: $189,778Net Income 2024: $9,3792024

Highlighted filing

2024

Revenue$199,157
Expenses$189,778
Net Income$9,379

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$1.99$1.90$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.35$1.34$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.46$1.40$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$2.13$2.15$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.29$1.25$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.34$1.38$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.20$1.28$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.13$0.13$1.07$1.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.14$1.63$1.50$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.92$1.01$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.89$0.99$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.24$0.04$0.20$1.05$0.97$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.12$1.00$0.92$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.04$0.94$0.93$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.02$0.62$0.78$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$199,157
Mission and Program Overview

Mission

The Association's primary exempt purpose is to provide assistance to Tennessee beverage retailers.

The Association's primary exempt purpose is to provide assistance to Tennessee's beverage retailers.

Program Services

DescriptionGrantsExpenses
The Association assists the industry by serving as a clearinghouse for information pertaining to legislation and regulations that affect the retail beverage industry. The Association gathers information about industry trends, provides public relations advice to members, publishes a newsletter, and provides a forum for business owners to exchange ideas by conducting training sessions.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jimmy ColeMembership-$0--
Joe AndersonDirector-$0--
Joyce McDanielExecutive Director-$0--
Kelly Sherrod BajkoDirector-$0--
Thad Cox JrSecretary-$0--
Josh HammondLegislative Chair-$0--
Joe HobbsDirector-$0--
Charlie PatelDirector-$0--
Phil ScharfsteinDirector-$0--
Charles SonnenbergDirector-$0--
Eddie ConnerDirector-$0--
Will HaysDirector-$0--
Filing and Contact Details

Filer

Filer Name
Tennessee Wine & Spirits Retail
EIN
62-1582649
Phone
6154255310
Address
PO Box 961, Madison, TN 37116

Signing Officer

Name
Joyce McDaniel
Title
Executive Director
Phone
6157263275
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Pamela K Hagy CPA
Address
PO Box 59366, Nashville, TN 37205
Preparer
Pamela K Hagy
Phone
6156651214
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Office Expenses. Amount: 4,711. Description: Information Technology. Amount: 2,368. Description: Meals & Entertainment. Amount: 9,276. Description: Training Expenses. Amount: 19,377. Description: State Registration Fees. Amount: 1,070. Description: Services. Amount: 1,300. Description: Conference Expenses. Amount: 36,791. Total to Form 990-EZ, line 16: 74,893.

Raw XML Appendix161 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/TaxPeriodEndDt02024-12-31
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