2022-11-03T11:30:36-05:00 2021-12-31 371611326 ARONSON LLC 111 Rockville Pike Suite 600 ROCKVILLE MD 20850 990 2021-01-01 361521005 NATIONAL BEER WHOLESALERS ASSOCIATION INC NATI 7036834300 1101 KING STREET 600 ALEXANDRIA VA 223142944 CRAIG PURSER PRESIDENT 7036834300 2022-11-03 true CRAIG PURSER 999009999 GREGORY M PLOTTS CPA P01255941 3012316200 2021 2022-09-23 18:48:47Z CRAIG PURSER 1101 KING STREET 600 ALEXANDRIA VA 223142944 26263753 false 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. 64 63 28 63 0 0 0 12217665 14898589 1635101 2347863 0 13852766 17246452 15359 21567 0 6420807 6645980 0 0 4754354 6342600 11190520 13010147 2662246 4236305 31301478 38919189 5819046 8179646 25482432 30739543 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. false false 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 A COMPREHENSIVE INSURANCE PROGRAM, ENERGY BUYER'S PROGRAM, ONLINE BUYERS GUIDE FOR PRODUCTS AND SERVICES, AND DETAILED INDUSTRY STUDIES AND REPORTS. NBWA PROVIDES LEGAL COUNSEL AND GUIDANCE TO ITS MEMBERS IN RESPONSE TO LITIGATION PERTINENT TO BEER DISTRIBUTION BUSINESSES AND STATE-BASED ALCOHOL REGULATION. 0 false false false true false false false false false true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false true true false false true 33 0 true 28 true false false false false false false true false X 64 63 false false false false true true false true true false false false true true true true true true true false X ERIN DONAR 7036834300 1101 KING STREET SUITE 600 ALEXANDRIA VA 223142944 Brian R Gelner Immediate Past Chairman (until 10/21) 5.0 X X 0 0 0 Craig Purser President & CEO 50.0 X X 1111874 0 391250 Gordon Green Vice Chairman 5.0 X X 0 0 0 James Fabiano II Treasurer 5.0 X X 0 0 0 Patrick Blach Immediate Past Chairman 5.0 X X 0 0 0 Peter Heimark Chariman 5.0 X X 0 0 0 Rebecca Maisel Secretary 5.0 X X 0 0 0 Adam Reeder Director (from 10/21) 1.0 X 0 0 0 Aden Short Director 1.0 X 0 0 0 Beth Gaither Director 1.0 X 0 0 0 Bill Anderson Director 1.0 X 0 0 0 Blair Watson Director (from 10/21) 1.0 X 0 0 0 Brad Nichols Director (from 10/21) 1.0 X 0 0 0 Brian Drennan Director (until 10/21) 1.0 X 0 0 0 Brooke Sherick-Odom Director (from 10/21) 1.0 X 0 0 0 Carleton Casey Director (until 10/21) 1.0 X 0 0 0 Chris Black Director (until 10/21) 1.0 X 0 0 0 Chris Clark Director 1.0 X 0 0 0 Chris Hagle Director 1.0 X 0 0 0 Chris Reed Director (from 10/21) 1.0 X 0 0 0 Christian Otzen Director (until 10/21) 1.0 X 0 0 0 Crystal Warner Gibson Director 1.0 X 0 0 0 Dan Scovel Director 1.0 X 0 0 0 Dave Stander Director 1.0 X 0 0 0 David Bear Director (until 10/21) 1.0 X 0 0 0 David J Farrell Jr Director (from 10/21) 1.0 X 0 0 0 Donald Faust Jr Director (from 10/21) 1.0 X 0 0 0 Emmett McEnery Director (until 10/21) 1.0 X 0 0 0 Eric Filardi Director 1.0 X 0 0 0 Evan Athanas Director (from 10/21) 1.0 X 0 0 0 Frank LaRose Director 1.0 X 0 0 0 Frank Sousa Director 1.0 X 0 0 0 Gregory Dunn Jr Director (until 10/21) 1.0 X 0 0 0 Jack Kolbeck Director (from 10/21) 1.0 X 0 0 0 Jacob Benton Director (from 10/21) 1.0 X 0 0 0 Jacquelyn Mancini Director 1.0 X 0 0 0 Jeffrey Reeder Director (until 10/21) 1.0 X 0 0 0 Jimmy Ellsworth Director 1.0 X 0 0 0 Josh Donnewald Director 1.0 X 0 0 0 Keith Hartnett Director 1.0 X 0 0 0 Lisa Zashin Director (from 10/21) 1.0 X 0 0 0 Luke Dahlheimer Director 1.0 X 0 0 0 Mark Kramer Director 1.0 X 0 0 0 Matthew Hogan Director (from 10/21) 1.0 X 0 0 0 Michael Barnes Director 1.0 X 0 0 0 Michael Lazzerini Director 1.0 X 0 0 0 Michael McWherter Director 1.0 X 0 0 0 Michael Riley Director 1.0 X 0 0 0 Mike Markovich Director 1.0 X 0 0 0 Mike Pfalmer Director 1.0 X 0 0 0 Mike Specht Director 1.0 X 0 0 0 Nate Huddleston Director 1.0 X 0 0 0 Nick Amendola Director (from 10/21) 1.0 X 0 0 0 Nick Economos Director 1.0 X 0 0 0 Paul Ruggiero Director 1.0 X 0 0 0 Phil Meacham Director 1.0 X 0 0 0 Robbie Maletis Jr Director (until 10/21) 1.0 X 0 0 0 Robert Kelly Director (until 10/21) 1.0 X 0 0 0 Ryan Donaghy Director (until 10/21) 1.0 X 0 0 0 Sean Moore Director 1.0 X 0 0 0 Sean Rose Director 1.0 X 0 0 0 Sean Valentine Director 1.0 X 0 0 0 Shannon McQuade-Ely Director 1.0 X 0 0 0 Stan Hastings Director 1.0 X 0 0 0 Stanley Ziherl Jr Director 1.0 X 0 0 0 Stephen Mos Director 1.0 X 0 0 0 Steve Allen Director 1.0 X 0 0 0 Steve Beykirch Director 1.0 X 0 0 0 Steve Fisher Director (until 10/21) 1.0 X 0 0 0 Steve Frank Director 1.0 X 0 0 0 Suzanne Kasprzak Director 1.0 X 0 0 0 Tate Russell Director 1.0 X 0 0 0 Terrence White Director 1.0 X 0 0 0 Terry Timmerman Director 1.0 X 0 0 0 Timothy Sullivan Director 1.0 X 0 0 0 Tom Kilbride Director (from 10/21) 1.0 X 0 0 0 Tony Kozol Director (from 10/21) 1.0 X 0 0 0 Will Jenkins Director (until 10/21) 1.0 X 0 0 0 William Reyes Director 1.0 X 0 0 0 Kimberly McKinnish CFO 50.0 X 348574 0 88107 David Christman VP State Affairs 50.0 X 256567 0 64248 Laurie Knight EVP & Chief Advocacy Officer 50.0 X 644226 0 149561 Lester Jones Chief Economist 50.0 X 227653 0 50613 Patricia Rouzie VP Membership & Meetings 50.0 X 296216 0 49990 Paul Pisano SVP & General Counsel 50.0 X 424407 0 89510 3309517 0 883279 15 false true false Freeman Audio Visual Solutions PO Box 650519 Dallas TX 75265 Convention production services 422895 Freeman PO Box 650036 Dallas TX 75266 Trade Show services 301763 NJI Media Group 101 S Union Street Alexandria VA 22314 PR Consulting 177010 Locust Street Group 2008 Hillyer Place NW Washington DC 20009 Communications Consultant 175312 Willard & Findley 1172S Dixie Highway Miami FL 33146 Legal consultant 151515 9 0 DUES AND ASSESSMENTS 541990 12482049 12482049 CONVENTION / TRADESHOW 541990 2251989 2251989 MEMBER SERVICES 541990 118057 118057 BIECC COALITION FEES 541990 46494 46494 0 0 0 0 14898589 1109594 1109594 0 0 10255570 9017301 1238269 0 1238269 1238269 0 0 0 0 0 17246452 14898589 0 2347863 21567 1939805 3644175 365547 454487 241966 456865 38544 164000 124645 770826 1100 122865 398691 169364 355677 2193689 525 130923 45968 PUBLIC/MEMBER RELATIONS 401046 INDUSTRY MEMBERSHIP DUES 382100 DEF COMP INVEST PORT RECON TO FMV 301149 TAXES 79738 204885 13010147 326250 1481336 3743367 7460908 123441 24353 0 0 0 0 0 0 279123 268900 2790845 1972217 889438 818628 23901816 26084425 0 0 2038043 2780639 31301478 38919189 854724 1128409 2864428 4261214 0 0 0 0 0 0 2099894 2790023 5819046 8179646 X 25482432 30739543 0 0 0 25482432 30739543 31301478 38919189 4236305 1020806 0 X false true X true false false false true 12482049 853576 -180293 673283 249641 423642 0 2073256 1385185 688071 87556 63682 23874 340673 250532 90141 289360 272818 16542 818628 Section 457 plan assets 2780639 2780639 CAPITAL LEASE OBLIGATIONS 9384 DEFERRED COMPENSATION LIABILITIES 2780639 DUE TO CAP 2790023 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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, 2021, 2020, and 2019, 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 2018 through the current year remain open for examination by tax authorities. Currently, there are no examinations in process. X X X true true X X X X X X false true false Craig Purser President & CEO 821090 0 275000 0 15784 0 357200 0 34050 0 1503124 0 0 0 Kimberly McKinnish CFO 291012 0 45000 0 12562 0 57200 0 30907 0 436681 0 0 0 Laurie Knight EVP & Chief Advocacy Officer 563655 0 55000 0 25571 0 137200 0 12361 0 793787 0 0 0 Paul Pisano SVP & General Counsel 359900 0 49000 0 15507 0 57200 0 32310 0 513917 0 0 0 Patricia Rouzie VP Membership & Meetings 257805 0 25000 0 13411 0 37700 0 12290 0 346206 0 0 0 Lester Jones Chief Economist 198509 0 20500 0 8644 0 29464 0 21149 0 278266 0 0 0 David Christman VP State Affairs 218020 0 31000 0 7547 0 33463 0 30785 0 320815 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel FIRST CLASS TRAVEL IS ALLOWED FOR THE PRESIDENT AND CHAIRMAN OF THE BOARD IF THE FLIGHTS ARE LONGER THAN 3 HOURS. Schedule J, Part I, Line 1a Travel for companions THE PRESIDENT'S SPOUSE IS REQUIRED TO ATTEND ALL BOARD OF DIRECTORS TRAVEL PER HIS EMPLOYMENT CONTRACT. Schedule J, Part I, Line 1a Health or social club dues or initiation fees THE PRESIDENT'S CONTRACT PROVIDES FOR SOCIAL CLUB DUES AS RELATED TO BUSINESS ENTERTAINMENT. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan 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: $319,500 PARTICIPANT: LAURIE KNIGHT; CONTRIBUTION: $99,500 Form 990, Part VI, 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 2020, 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, Line 6 Classes of members or stockholders 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 NONVOTING 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, Line 7a Members or stockholders electing members of governing body 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, Line 11b Review of form 990 by governing body A COPY OF THE FINAL VERSION OF THE FORM 990 WAS 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, Line 12c Conflict of interest policy 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, Line 15a Process to establish compensation of top management official 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. Form 990, Part VI, Line 19 Required documents available to the public 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 1101 KING STREET SUITE 600A ALEXANDRIA VA 22314 541989413 EDUCATION VA 501(c)(3) 11 NA true NATIONAL BEER WHOLESALERS ASSOC PAC 1101 KING STREET SUITE 600 ALEXANDRIA VA 22314 541341212 PAC VA 527 NA true false false false false false false false false false false false false false true true false true false false