2024-11-08T11:36:36-06:00 2023-12-31 571157523 Aprio LLP 111 Rockville Pike Suite 600 Rockville MD 20850 990 2023-01-01 361521005 National Beer Wholesalers Association Inc NATI 7036834300 277 S Washington Street 500 Alexandria VA 22314 Craig Purser President 7036834300 2024-11-05 1 1 Stacy Cullen P00974308 3012316200 2023 2024-10-15 13:58:12Z Craig Purser 277 S Washington Street 500 Alexandria VA 22314 21053154 0 X WWW.NBWA.ORG X 1938 VA To provide leadership for the independent beer distribution industry; advocate before government and the public; and provide membership programs. 65 64 27 64 0 0 0 0 15452643 17211521 3801755 1102159 0 0 19254398 18313680 30519 15616 0 0 7039935 7626259 0 0 0 7340962 9336224 14411416 16978099 4842982 1335581 36425265 46203442 6193408 11928994 30231857 34274448 To provide leadership which enhances the independent beer distribution industry; to advocate before government and the public; to encourage the responsible consumption of beer; and to provide programs and services that will benefit its members. 0 0 NBWA implements initiatives to educate regulators, lawmakers, and other key decision makers about the economic, commercial and regulatory value that independent beer distributors deliver in markets across the country. NBWA also advocates on issues regarding today's independent beer distribution system and state-based alcohol regulation, a system which balances public health concerns with robust marketplace competition. NBWA provides services to its members including detailed industry studies and reports, sales execution tools and related training, educational webinars and roundtables, access to comprehensive insurance programs, and a monthly statistical release indicating beer purchasing activity. NBWA provides legal counsel and guidance to its members in response to litigation pertinent to beer distribution businesses and state-based alcohol regulation. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 59 0 1 27 1 0 0 0 0 0 0 1 0 X 65 64 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Erin Donar 7036834300 277 S Washington Street Suite 500 Alexandria VA 223142944 Craig Purser President & CEO 50.00 X X 1359963 0 452463 Gordon Green Immediate Past Chairman 5.00 X X 0 0 0 James Fabiano II Chairman 5.00 X X 0 0 0 Rebecca Maisel Vice Chairman 5.00 X X 0 0 0 Steve Beykirch Treasurer 5.00 X X 0 0 0 Luke Dahlheimer Secretary 5.00 X X 0 0 0 Peter Heimark Immediate Past Chairman until 10/23 5.00 X X 0 0 0 Kyle Barbeau Director (from 10/23) 1.00 X 0 0 0 Nick Bland Director (from 10/23) 1.00 X 0 0 0 Jason Brown Director (from 10/23) 1.00 X 0 0 0 Kristen Burke Director (from 10/23) 1.00 X 0 0 0 Steve Economos Director (from 10/23) 1.00 X 0 0 0 Andy Fechtel Director (from 10/23) 1.00 X 0 0 0 Beth Gaither Director (from 10/23) 1.00 X 0 0 0 Stanley Hastings Director (from 10/23) 1.00 X 0 0 0 Joe Hedinger Director (from 10/23) 1.00 X 0 0 0 Chris Kaminiski Director (from 10/23) 1.00 X 0 0 0 Tyler Kelly Director (from 10/23) 1.00 X 0 0 0 Robby Maletis Director (from 10/23) 1.00 X 0 0 0 Jacquelyn Mancini Director (from 10/23) 1.00 X 0 0 0 Emma Natale Director (from 10/23) 1.00 X 0 0 0 Tyler Nelson Director (from 10/23) 1.00 X 0 0 0 Annie Pfinsgrafff Director (from 10/23) 1.00 X 0 0 0 Todd Robichaux Director (from 10/23) 1.00 X 0 0 0 Kristopher Schott Director (from 10/23) 1.00 X 0 0 0 Laurel Slick Director (from 10/23) 1.00 X 0 0 0 Winburn Stewart III Director (from 10/23) 1.00 X 0 0 0 Steven Tigani Director (from 10/23) 1.00 X 0 0 0 Nick Amendola Director (until 10/24) 1.00 X 0 0 0 Evan Athanas Director (until 10/24) 1.00 X 0 0 0 Jacob Benton Director (until 10/24) 1.00 X 0 0 0 Tom Kilbride Director (until 10/24) 1.00 X 0 0 0 Jack Kolbeck Director (until 10/24) 1.00 X 0 0 0 Frank LaRose Director (until 10/24) 1.00 X 0 0 0 Michael Lazzerini Director (until 10/24) 1.00 X 0 0 0 Shannon McQuade-Ely Director (until 10/24) 1.00 X 0 0 0 Chris Reed Director (until 10/24) 1.00 X 0 0 0 Adam Reeder Director (until 10/24) 1.00 X 0 0 0 Brooke Sherick-Odom Director (until 10/24) 1.00 X 0 0 0 Aden Short Director (until 10/24) 1.00 X 0 0 0 Terry Timmerman Director (until 10/24) 1.00 X 0 0 0 Sean Valentine Director (until 10/24) 1.00 X 0 0 0 Blair Watson Director (until 10/24) 1.00 X 0 0 0 Lisa Zashin Director (until 10/24) 1.00 X 0 0 0 Rick Albrecht Director (until 10/25) 1.00 X 0 0 0 Jeffrey Bertucci Director (until 10/25) 1.00 X 0 0 0 Aaron Caffey Director (until 10/25) 1.00 X 0 0 0 Travis Erwin Director (until 10/25) 1.00 X 0 0 0 David J Farrell Jr Director (until 10/25) 1.00 X 0 0 0 Mike Frank Director (until 10/25) 1.00 X 0 0 0 Peter Gallo Director (until 10/25) 1.00 X 0 0 0 Keith Hartnett Director (until 10/25) 1.00 X 0 0 0 Matthew Hogan Director (until 10/25) 1.00 X 0 0 0 Tony Kozol Director (until 10/25) 1.00 X 0 0 0 Michael LaMonica Director (until 10/25) 1.00 X 0 0 0 Mike Markovich Director (until 10/25) 1.00 X 0 0 0 Andrew McMillan Director (until 10/25) 1.00 X 0 0 0 Brad Nichols Director (until 10/25) 1.00 X 0 0 0 William Reyes Director (until 10/25) 1.00 X 0 0 0 Gregory Smith Director (until 10/25) 1.00 X 0 0 0 Mike Stokes Director (until 10/25) 1.00 X 0 0 0 Timothy Sullivan Director (until 10/25) 1.00 X 0 0 0 Paul Turner Director (until 10/25) 1.00 X 0 0 0 Terrence White Director (until 10/25) 1.00 X 0 0 0 Byron Yahnis Director (until 10/25) 1.00 X 0 0 0 Chris Black Director (until 10/23) 1.00 X 0 0 0 Chris Clark Director (until 10/23) 1.00 X 0 0 0 Nick Economos Director (until 10/23) 1.00 X 0 0 0 Jimmy Ellsworth Director (until 10/23) 1.00 X 0 0 0 Nate Huddleston Director (until 10/23) 1.00 X 0 0 0 Suzanne Kasprzak Director (until 10/23) 1.00 X 0 0 0 Mark Kramer Director (until 10/23) 1.00 X 0 0 0 Phil Meacham Director (until 10/23) 1.00 X 0 0 0 Stephen Mos Director (until 10/23) 1.00 X 0 0 0 Mike Pfalmer Director (until 10/23) 1.00 X 0 0 0 Sean Rose Director (until 10/23) 1.00 X 0 0 0 Dan Scovel Director (until 10/23) 1.00 X 0 0 0 Frank Sousa Director (until 10/23) 1.00 X 0 0 0 Mike Sprecht Director (until 10/23) 1.00 X 0 0 0 MaryKate Scheinost Director (until 10/23) 1.00 X 0 0 0 Stanley Ziherl Jr Director (until 10/23) 1.00 X 0 0 0 Kimberly McKinnish COO 50.00 X 400213 0 99120 Laurie Knight EVP & Chief Advocacy Offic 50.00 X 674432 0 158918 Paul Pisano SVP & General Counsel 50.00 X 454673 0 100523 Patricia Rouzie SVP Membership & Meetings 50.00 X 320082 0 54026 Lester Jones Chief Economist 50.00 X 252947 0 66404 David Christman VP State Affairs 50.00 X 282667 0 70489 3744977 0 1001943 7 0 1 0 Freeman PO Box 650036 Dallas TX 75266 Convention & production services 467348 Global Strategy Group 215 Park Avenue South 15th Floor New York NY 10003 PR consulting 300698 NJI Media Group 101 1/2 S Union Street Alexandria VA 22314 PR & digiital consulting 191676 Madigan Dahl & Harlan PA 33 South 6th St Suite 3675 Minneapolis MN 55402 Legal consultant 169400 Willard & Findley Consulting 1172 S Dixie Highway Suite 184 Miami FL 33146 Legal consultant 168001 7 Dues and Assessments 541990 13772261 13772261 Convention / Tradeshow 541990 3244933 3244933 Member Services 541990 142838 142838 BIECC Coalition Fees 541990 51489 51489 17211521 889341 889341 2952292 2720251 19223 232041 -19223 212818 212818 18313680 17211521 0 1102159 15616 2311759 4013038 402395 622668 276399 666462 41110 260441 105080 1210421 16475 186876 401912 327303 758220 3376425 176234 267593 48082 Industry Membership Due 449890 Public/Member Relations 413293 Def. Comp. Invest. Port 244270 Taxes 177607 208530 16978099 113076 51818 12625921 4626085 189419 172981 431178 320708 3348602 417594 202736 2931008 21308986 33126445 1553949 4974397 36425265 46203442 2400077 2127704 2239382 2668443 1553949 7132847 6193408 11928994 X 30231857 34274448 30231857 34274448 36425265 46203442 1335581 2706731 279 0 X X 0 1 X 1 0 0 0 1 13772261 1253953 604942 1858895 1721533 137362 2466506 167790 2298716 713424 144252 569172 168672 105552 63120 2931008 Right of Use Assets - Operating Lease 3102760 Section 457 Plan Assets 1871637 4974397 Lease Liability - Operating Lease 5209101 Deferred Compensation Liabilities 1871637 Lease Liability - Finance Lease 52109 7132847 X Part X, Line 2: The Association evaluates uncertainty in income tax positions taken or expected to be taken on a tax return based on a more-likely-than-not recognition standard. If that threshold is met, the tax position is then measured at the largest amount that is greater than 50% likely of being realized upon ultimate settlement and is recognized in the Association's consolidated financial statements. As of December 31, 2023, 2022, and 2021, there are no accruals for uncertain tax positions. If applicable, the Association records interest and penalties as a component of income tax expense. Tax years from 2020 through the current year remain open for examination by tax authorities. Currently, there are no examinations in process. X X X 1 1 X X X X X X 0 1 0 Craig Purser President & CEO 993250 0 350000 0 16713 0 415400 0 37063 0 1812426 0 0 0 Laurie Knight EVP & Chief Advocacy Offic 591600 0 55000 0 27832 0 145400 0 13518 0 833350 0 0 0 Paul Pisano SVP & General Counsel 387163 0 50000 0 17510 0 65400 0 35123 0 555196 0 0 0 Kimberly McKinnish COO 329997 0 55000 0 15216 0 65400 0 33720 0 499333 0 0 0 Patricia Rouzie SVP Membership & Meetings 278468 0 26000 0 15614 0 40546 0 13480 0 374108 0 0 0 David Christman VP State Affairs 240173 0 34000 0 8494 0 36846 0 33643 0 353156 0 0 0 Lester Jones Chief Economist 220142 0 24000 0 8805 0 32841 0 33563 0 319351 0 0 0 Part I, Line 1a First class travel is allowed for the President and Chairman of the Board if the flights are longer than 3 hours. The President's spouse is required to attend all Board of Directors travel per his employment contract. The President's contract provides for social club dues as related to business entertainment. Part I, Line 4b The Association sponsors non-qualified supplemental retirement plans for certain executives. The plans are designed to provide benefits included in the employment agreement that may not be covered by the qualified plan as a result of limitations imposed by law on the defined contribution plan. One of the larger plans is conditional upon the President / CEO remaining employed for five years. Participant: Craig Purser; contribution: $372,500 Participant: Laurie Knight; contribution: $102,500 Form 990, Part VI, Section A, line 6 NBWA is a membership-based organization. The Association's bylaws limit their regular voting membership to independent beer wholesalers / distributors holding a basic permit under the Federal Alcohol Administration Act to distribute beer and who subscribe to the mission and goals of the association. Associate non-voting membership in the Association is available to suppliers, supplier-controlled wholesalers, and any other entity that supplies goods and services to licensed beer wholesalers Form 990, Part VI, Section A, line 7a The Association's bylaws state that the governing body of the association shall be the Board of Directors. the Board of Directors consists of five elected officers, 52 state directors, and up to 6 appointed directors. Prior to each annual meeting of the Association, regular members in good standing located in each state shall elect a state director for each vacancy by written secret ballot. The board may adopt rules and regulations for the conduct of its business and may, in the execution of the powers specified herein, delegate its authority to elected or appointed officers. the Management Committee has the authority to manage property, affairs, activities and concerns of the association under policies established by the Board of Directors. Form 990, Part VI, Section B, line 11b A copy of the final version of the Form 990 is provided to the five elected officers (Chairman, Immediate Past Chairman, Vice Chairman, Secretary, and Treasurer) prior to filing with the IRS. The NBWA board has delegated such authority to the elected officers. Form 990, Part VI, Section B, line 12c The association's staff, officers, and board members are all subject to the Conflict-of-Interest Policy. Persons covered by this policy have an affirmative duty to disclose to the Chairman of the Board and the President on a form provided annually by NBWA their interest that could give rise to conflicts of interest. This policy is focused upon material financial interest of, or benefit to such persons. For each interest disclosed, the Chairman will determine whether to take action, assure full disclosure to the Board, ask the person to recuse themselves from participation in related discussions / decisions, or ask the person to resign. The President and CFO monitor proposed or ongoing transactions for conflicts of interest and disclose them to the Chairman of the Board in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occurred. Form 990, Part VI, Section B, line 15 The President's salary is evaluated annually by a compensation committee comprised of elected officers of the association. The committee annually reviews the President's written employment contract and all available public information regarding CEO compensation in comparable organizations. All compensation decisions are approved by the committee, documented and provided to the CFO. In 2022, an outside firm was hired to evaluate the appropriateness of the President's salary as related to his job functions and peers at similar organizations. Form 990, Part VI, Section C, line 19 NBWA makes available for public inspection the association bylaws, audited financial statements and the Conflict of Interest Policy upon request at its office during regular business hours. Form 990, Part XII, Line 2c: The review process has not changed from the prior year. The Center for Alcohol Policy 277 S Washington Street Suite 500-A Alexandria VA 22314 541989413 Education VA 501(c)(3) Line 11 N/A 1 National Beer Wholesalers Assoc PAC 277 S Washington Street Suite 500 Alexandria VA 22314 541341212 PAC VA 527 N/A 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0