Civic Intelligence

Barrels for Hope

EIN 92-1870821 • 501(c)3 • Maumee, OH

Pub. 78 EligibleNTEE P12

Profile

The mission of Barrels for Hope Whiskey Club is to create a community of positive, loving, charitable people who are as passionate about bourbon as they are about helping others with the expectation of nothing in return. Profits from barrels our team select will be donated back to support four charitable organizations that focus on children, military, cancer, and mental health.

6549 Millbrook RoadMaumee, OH 43537

barrelsforhope.com

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$57,548

Up $16,853 (+41%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$57,548

Up $16,853 (+41%) from 2023

Operations

Revenue

Up

$178,746

Up $80,130 (+81%) from 2023

Expenses

Up

$161,892

Up $103,971 (+180%) from 2023

Net Income

Down

$16,854

Down $23,841 (-59%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2023: $40,695Liabilities 2023: $0Net Assets 2023: $40,6952023Assets 2024: $57,548Liabilities 2024: $0Net Assets 2024: $57,5482024

Highlighted filing

2024

Assets$57,548
Liabilities$0
Net Assets$57,548

Operations Trend

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

$200K$150K$100K$50K$0Revenue 2023: $98,616Expenses 2023: $57,921Net Income 2023: $40,6952023Revenue 2024: $178,746Expenses 2024: $161,892Net Income 2024: $16,8542024

Highlighted filing

2024

Revenue$178,746
Expenses$161,892
Net Income$16,854

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 30, 2025
Return Version
2024v5.0
Gross Receipts
$193,435
Mission and Program Overview

Mission

The mission of Barrels for Hope Whiskey Club is to create a community of positive, loving, charitable people who are as passionate about bourbon as they are about helping others with the expectation of nothing in return. Profits from barrels our team select will be donated back to support four charitable organizations that focus on children, military, cancer, and mental health.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$39,394$57,548▲ $18,154
Prepaid Expenses and Deferred Charges$1,300--
Loans From Officers Directors$0$0→ $0
Total Assets$40,694$57,548▲ $16,854
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$40,694$57,548▲ $16,854
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$40,694$57,548▲ $16,854
Total Liabilities and Net Assets / Fund Balance$40,694$57,548▲ $16,854
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joseph CarterPresident
Josh GullVice President
Lance LyellPublic Affairs Director
Kim SchwartzEvents Officer
William KavanaughLogistics Officer
Dan TroutSecretary
Bryan MillerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$160,435
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$18,311
All Other Contributions
$15,266
Change in Net Assets
$16,854
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,777
Grants and Similar Amounts Paid$40,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$75,115--$75,115
Grants to Domestic Orgs$40,000--$40,000
Other Expenses$37,610$0$0$37,610
Office Expenses$2,935$0$0$2,935
Advertising$1,682$0$0$1,682
Information Technology$1,553$0$0$1,553
Travel$100$0$0$100
Total Functional Expenses$161,892$0$0$161,892
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2024 Barrels for Hope Annual Event$38,600$38,600$0$38,600
Total Events$38,600$38,600$37,610$990
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Dues-paying membership

Form 990, Part VI, Section B, Line 11B

Provide monthly financials to the board

Form 990, Part VI, Section B, Line 12C

Section 3. Procedures a. Duty to Disclose. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement. b. Determining Whether a Conflict of Interest Exists. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. c. Procedures for Addressing the Conflict of Interest 1. An interested person may make a presentation at the governing board or committee meeting, but after the presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest. 2. The chairperson of the governing board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. 3. After exercising due diligence, the governing board or committee shall determine whether the Organization can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. 4. If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the governing board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the Organization's best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination it shall make its decision as to whether to enter into the transaction or arrangement. d. Violations of the Conflicts of Interest Policy 1. If the governing board or committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. 2. If, after hearing the member's response and after making further investigation as warranted by the circumstances, the governing board or committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.

Form 990, Part VI, Section C, Line 19

All documents are available via our shared Google drive and upon request

Filing and Contact Details

Filer

Filer Name
Barrels for Hope
EIN
92-1870821
Address
6549 Millbrook Road, Maumee, OH 43537

Signing Officer

Name
Bryan Miller
Title
Treasurer
Phone
6786759814
Signed
2025-03-30

Organization Details

Principal Officer
Joe Carter
Formed
2023
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7
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IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0See First Program Service Accomplishment description
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0See First Program Service Accomplishment description
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0See First Program Accomplishment description
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt050483
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt07438
IRS990/PYOtherRevenueAmt098616
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt040695
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt057921
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt098616
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt016854
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0132335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt089482
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0221817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt071600
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt027676
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt099276
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0321093
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0203935
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0117158
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0321093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0203935
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0117158
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0321093
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037610
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt010610
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt010610
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm02024 Barrels for Hope Annual Event
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt017000

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