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ALL DISCUS MEMBERS ENJOY ACCESS TO, AND INFLUENCE ON, ITS BEST-IN-CLASS ADVOCACY EFFORTS IN WASHINGTON, DC, STATE CAPITOLS ACROSS THE US AND IN KEY MARKETS AROUND THE WORLD. 21 21 56 18 0 0 913442 1129993 17152659 17595947 172658 96668 56325 80016 18295084 18902624 97500 27500 0 0 8021278 8465485 0 0 0 7926694 9276756 16045472 17769741 2249612 1132883 10128632 10702185 9528274 8161006 600358 2541179 X DISCUS IS THE LEADING CONVENER OF THE SPIRITS INDUSTRY, BRINGING TOGETHER PRODUCERS LARGE AND SMALL, SUPPLY CHAIN PROFESSIONALS AND OUR SERVICE PARTNERS. 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WORKING FOR THE PREVENTION OF PRACTICES WITHIN THE INDUSTRY WHICH ARE CONTRARY TO SOUND PUBLIC POLICY, AND OPPOSING IMPROPER METHODS AND ILLEGITIMATE BUSINESS PRACTICES TO THE END THAT PROPER RELATIONS BE MAINTAINED BY THE INDUSTRY. 0 1 1 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 76 0 1 56 1 0 0 0 0 1 1 0 0 0 X 21 21 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X THE ORGANIZATION 2026283544 101 CONSTITUTION AVENUE NW SUITE WASHINGTON DC 20001 UGO FIORENZO BOARD CHAIR 1.00 X X 0 0 0 ANN MUKHERJEE VICE CHAIR 1.00 X X 0 0 0 GABE BARKLEY BOARD MEMBER 1.00 X 0 0 0 PAUL BASFORD BOARD MEMBER 1.00 X 0 0 0 NICOLAS BECKERS BOARD MEMBER 1.00 X 0 0 0 STEPHANIE CHILDS BOARD MEMBER 1.00 X 0 0 0 DAVE COLO BOARD MEMBER 1.00 X 0 0 0 MATT DEEGAN BOARD MEMBER 1.00 X 0 0 0 JASON DROOK BOARD MEMBER 1.00 X 0 0 0 ROBERT HALL BOARD MEMBER 1.00 X 0 0 0 CLARKSON HINE BOARD MEMBER 1.00 X 0 0 0 DAN LEESE BOARD MEMBER 1.00 X 0 0 0 PHILIP MCDANIEL BOARD MEMBER 1.00 X 0 0 0 JAMES PERRY BOARD MEMBER 1.00 X 0 0 0 PAUL ROSS BOARD MEMBER 1.00 X 0 0 0 MICHAEL RUDY BOARD MEMBER 1.00 X 0 0 0 RICK WILSON BOARD MEMBER 1.00 X 0 0 0 CHRIS R SWONGER PRESIDENT & CEO 35.00 X 1076048 0 57496 COURTNEY ARMOUR CHIEF LEGAL COUNSEL/CORP SECRETARY 35.00 X 354844 0 43334 ADRIAN BAXTER CFO/CORP. 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500 0 TOGETHER WE STAND PC PO BOX 30295 FORT LAUDERDALE FL 33303 825343332 2000 0 TOWNSEND FOR DELAWARE SENATE PO BOX 7835 NEWARK DE 19714 454193784 250 0 VINCE FONG FOR ASSEMBLY 2022 2152 SOMERS ST ROSEVILLE CA 95747 861240833 1500 0 WILK FOR LT GOVERNOR 2026 1127 11TH STREET SUITE 310 SACRAMENTO CA 95814 861473659 4500 0 0 0 1 16682993 4348651 -1008879 3339772 3253184 86588 PART I-A, LINE 1: POLITICAL CAMPAIGN ACTIVITIES INCLUDE CONTRIBUTIONS PROVIDED TO VARIOUS CANDIDATES IN SUPPORT OF THE ADVANCEMENT OF DISCUS' MISSION AND OBJECTIVES. SCHEDULE C, PART I-C, LINE 5 DISCUS DILIGENTLY MADE EFFORTS TO OBTAIN THE MISSING INFORMATION BUT WAS UNABLE TO ACQUIRE IT BY THE EXTENDED DEADLINE OF NOVEMBER 15, 2023. 252932 146928 106004 101095 18991 82104 188108 EXECUTIVE DEFERRED COMPENSATION 908884 RIGHT-OF-USE ASSETS - OPERATING LEASE 1233488 2142372 ACCRUED POSTRETIREMENT BENEFITS 1214267 EXECUTIVE DEFERRED COMPENSATION 972634 EXECUTIVE PENSION LIABILITY 554698 ACCRUED PENSION COST 1919709 LEASE LIABILITIES - OPERATING LEASE 1449632 6110940 X 18481368 -408891 -408891 18890259 12365 12365 18902624 17191154 -566222 -566222 17757376 12365 12365 17769741 PART X, LINE 2: DISCUS 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 DISCUS'S CONSOLIDATED FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2022 AND 2021, THERE ARE NO ACCRUALS FOR UNCERTAIN TAX POSITIONS. IF APPLICABLE, DISCUS RECORDS INTEREST AND PENALTIES AS A COMPONENT OF INCOME TAX EXPENSE. TAX YEARS FROM 2019 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. CURRENTLY, THERE ARE NO EXAMINATIONS IN PROCESS. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET PERIODIC PENSION COST, OTHER THAN SERVICE COSTS -566,222. NORTH AMERICA 0 0 PROGRAM SERVICE ACTIVITIES AGRICULTURAL TRADE PROMOTION PROGRAM - USDA 4987 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICE ACTIVITIES AGRICULTURAL TRADE PROMOTION PROGRAM - USDA 156990 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICE ACTIVITIES MARKET ACCESS PROGRAM - USDA 146912 NORTH AMERICA 0 1 PROGRAM SERVICE ACTIVITIES MARKET ACCESS PROGRAM - USDA 181686 NORTH AMERICA 0 0 PROGRAM SERVICE ACTIVITIES MARKET ACCESS PROGRAM - USDA 30000 SUB-SAHARAN AFRICA 0 1 PROGRAM SERVICE ACTIVITIES MARKET ACCESS PROGRAM - USDA 38036 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICE ACTIVITIES MARKET ACCESS PROGRAM - USDA 102485 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICE ACTIVITIES MARKET ACCESS PROGRAM - USDA 79723 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICE ACTIVITIES MARKET ACCESS PROGRAM - USDA 130724 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICE ACTIVITIES MARKET ACCESS PROGRAM - USDA 202109 NORTH AMERICA 0 0 PROGRAM SERVICE ACTIVITIES MARKET ACCESS PROGRAM - USDA 56342 0 4 0 2 0 6 740819 389175 1129994 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 R STREET INSTITUTE 1212 NEW YORK AVENUE NW SUITE 900 WASHINGTON DC 20005 263477125 501C3 20000 0 GENERAL OPERATING SUPPORT NATIONAL TAXPAYERS UNION 122 C STREET NW SUITE 650 WASHINGTON DC 20001 521009116 501C4 7500 0 GENERAL SUPPORT 1 1 PART I, LINE 2: THE AWARDING AND MONITORING OF GRANTS IS PERFORMED BY DISCUS' MANAGEMENT TEAM. GRANTS ARE MADE AS DEEMED NECESSARY AND IN ACCORDANCE WITH DISCUS' ANNUAL FINANCIAL BUDGET. 1 X X X 0 0 0 CHRIS R SWONGER PRESIDENT & CEO 826349 0 229199 0 20500 0 30500 0 26996 0 1133544 0 0 0 CHRISTINE LOCASCIO CHIEF OF PUBLIC POLICY 309694 0 34218 0 18360 0 30500 0 31416 0 424188 0 0 0 COURTNEY ARMOUR CHIEF LEGAL COUNSEL/CORP SECRETARY 298588 0 47736 0 8520 0 41500 0 1834 0 398178 0 0 0 LISA HAWKINS SVP, PUBLIC AFFAIRS 219259 0 20765 0 0 0 22279 0 28375 0 290678 0 0 0 ROBERT BUDOFF SVP, STATE REGULATORY AFFAIRS 217205 0 15500 0 0 0 22191 0 28402 0 283298 0 0 0 ERIC RELLER CHIEF, STRATEGIC INITIATIVES 193488 0 14538 0 33391 0 22222 0 12990 0 276629 0 0 0 SARAH FITZMAURICE CHIEF, RESOURCE PLANNING AND MANAGEM 164872 0 27144 0 20500 0 19416 0 29053 0 260985 0 0 0 ADRIAN BAXTER CFO/CORP. TREASURER 212517 0 14889 0 0 0 21300 0 10930 0 259636 0 0 0 JAY HIBBARD SVP, STATE PUBLIC POLICY 176218 0 13000 0 21941 0 18852 0 28145 0 258156 0 0 0 PETER H CRESSY FORMER PRESIDENT & CEO COLLATERAL ASSIGNMENT OF SPLIT DOLLAR LIFE X 1822335 1993678 0 1 1 1993678 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP SHALL BE DIVIDED INTO 2 CLASSES, (A) ACTIVE MEMBERS AND (B) AFFILIATED MEMBERS. ALL PARENT AND SUBSIDIARY COMPANIES, OR AFFILIATED COMPANIES, AND ALL COMPANIES UNDER SUBSTANTIALLY THE SAME CONTROL OR MANAGEMENT SHALL BE CONSIDERED AS A GROUP AND SHALL BE ENTITLED TO ONE MEMBERSHIP. ACTIVE MEMBERS: PERSONS, FIRMS OR CORPORATIONS WHO ARE ACTIVELY ENGAGED IN THE PRODUCTION AND SALE OR THE IMPORTATION AND SALE OF BEVERAGE DISTILLED SPIRITS SHALL BE ELIGIBLE TO BE ACTIVE MEMBERS. EACH ACTIVE MEMBER SHALL BE ENTITLED TO DESIGNATE THE NAME OF THE INDIVIDUAL WHO IS AUTHORIZED TO EXERCISE THE RIGHTS OF SUCH MEMBER. AFFILIATED MEMBERS: PERSONS, FIRMS OR CORPORATIONS ENGAGED IN ANY BUSINESS CLOSELY RELATED TO OR ALLIED WITH THE BEVERAGE DISTILLED SPIRITS INDUSTRY SHALL BE ELIGIBLE TO BE AFFILIATED MEMBERS. AFFILIATED MEMBERS SHALL HAVE ONLY SUCH RIGHTS AND PRIVILEGES AS THE BOARD OF DIRECTORS MAY FROM TIME TO TIME PRESCRIBE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRESIDENT/CEO, CHIEF FINANCIAL OFFICER, TREASURER OF THE BOARD OF DIRECTORS AS WELL AS THE FULL BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED ANNUALLY TO EACH MEMBER OF THE GOVERNING BODY AS WELL AS TO ALL OFFICERS AND KEY EMPLOYEES; EACH IS REMINDED TO REVIEW THE POLICY AND TO REPORT ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE DISCUS BOARD OF DIRECTORS REVIEWS THE PRESIDENT/CEO'S COMPENSATION IN DECEMBER AS PART OF THE ANNUAL PERFORMANCE EVALUATION PROCESS. COMPARABILITY DATA ARE AVAILABLE TO THE BOARD. THE CHAIRMAN OF THE BOARD PROVIDES DOCUMENTATION OF THE DELIBERATION OF THE BOARD TO THE CHIEF FINANCIAL OFFICER FOR INCLUSION IN THE PAYROLL. THE PRESIDENT/CEO IS AUTHORIZED BY CONTRACT TO EVALUATE THE PERFORMANCE OF OTHER OFFICERS OR KEY EMPLOYEES. COMPARABILITY DATA ARE PROVIDED TO THE PRESIDENT/CEO. THE TOTAL COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS THROUGH THE ANNUAL BUDGET APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE GENERAL PUBLIC, BUT IF REQUESTS FOR COPIES OF THESE DOCUMENTS WERE TO BE RECEIVED, THE ORGANIZATION WOULD CONSIDER MAKING THEM AVAILABLE TO THE REQUESTOR. FORM 990, PART IX, LINE 11G CONSULTING 2,166,051. FORM 990, PART XI, LINE 9: PENSION AND POSTRETIREMENT BENEFIT CHANGES OTHER THAN NET PERIODIC COSTS 1,216,829. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. DISCUS PAC 1250 EYE STREET NW SUITE 400 WASHINGTON DC 20005 043661167 POLITICAL ACTION ACTIVITY DC 527 0 DISCUS TEXAS PAC 1250 EYE STREET NW SUITE 400 WASHINGTON DC 20005 POLITICAL ACTION ACTIVITY DC 527 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0