2022-11-09T07:34:25-06:00 2021-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2021-01-01 430590389 WINE & SPIRITS WHOLESALERS OF AMERICA INC WINE 2023719792 805 15TH STREET NW 1120 WASHINGTON DC 20005 JOANNE MOAK EVP AND GENERAL COUNSEL 2023719792 2022-11-08 1 JOANNE MOAK XXX-XX-XXXX AARON M FOX P01365820 2022274000 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MICHELLE KORSMO 805 15TH STREET NW 1120 WASHINGTON DC 20005 10913037 0 X WWW.WSWA.ORG X 1943 MO ADVANCING THE INTERESTS OF WINE AND SPIRITS WHOLESALERS TO FACILITATE THE SUCCESS OF ITS MEMBERS AND THE ALCOHOL INDUSTRY. THE GOAL OF THE ASSOCIATION IS TO PROMOTE A RESPONSIBLE, ACCOUNTABLE AND CONSUMER-FRIENDLY SYSTEM OF DISTRIBUTION WHILE DELIVERING SIGNIFICANT VALUE TO ITS MEMBERS AND THE INDUSTRY. 14 13 25 13 0 0 0 458145 7458846 7472897 232480 555451 48878 150798 7740204 8637291 0 0 0 0 5051264 5068918 0 0 0 3255652 2791516 8306916 7860434 -566712 776857 18451781 19124215 3595744 3041433 14856037 16082782 X ADVANCING THE INTERESTS OF WINE AND SPIRITS WHOLESALERS TO FACILITATE THE SUCCESS OF ITS MEMBERS AND THE ALCOHOL INDUSTRY. THE GOAL OF THE ASSOCIATION IS TO PROMOTE A RESPONSIBLE, ACCOUNTABLE AND CONSUMER-FRIENDLY SYSTEM OF DISTRIBUTION WHILE DELIVERING SIGNIFICANT VALUE TO ITS MEMBERS AND THE INDUSTRY. 0 0 GOVERNMENT AFFAIRS: THE ASSOCIATION'S GOVERNMENT AFFAIRS DEPARTMENT ADVOCATES SOUND AND EQUITABLE LEGISLATIVE MEASURES TO IMPROVE THE CONDITIONS UNDER WHICH WINE AND SPIRITS ARE SOLD AND DISTRIBUTED. MEETINGS AND EVENTS: MEETINGS AND EVENTS ARE HELD EACH YEAR TO ENCOURAGE GROWTH OF WHOLESALERS AND THE ALCOHOL INDUSTRY, PROMOTE THE VALUE OF WHOLESALERS, EDUCATE THE INDUSTRY ON A NUMBER OF IMPORTANT TOPICS, AND PROMOTE SOCIAL INITIATIVES SUCH AS RESPONSIBLE DRINKING AND DEI. PUBLIC AFFAIRS: THE ASSOCIATION'S COMMUNICATIONS DEPARTMENT WORKS TO COMMUNICATE THE VALUE OF ALCOHOL WHOLESALERS AND IMPORTANCE OF A STRONG ALCOHOL SUPPLY CHAIN. IT ALSO PROMOTES RESPONSIBILITY, AS WELL AS THE ASSOCIATION'S POSITIONS ON ISSUES, PROGRAMS, EXPERTISE, AND SERVICES. 0 1 0 1 0 0 0 0 0 1 1 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 1 1 1 0 0 1 33 0 1 25 1 0 0 0 0 1 1 0 0 0 X 14 13 1 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X ARIANNE MASSEY 2023719792 805 15TH STREET NW 1120 WASHINGTON DC 20005 MICHELLE KORSMO PRESIDENT & CEO 40.00 1.00 X X 929125 0 61700 DAWSON HOBBS EXECUTIVE VICE PRESIDENT 40.00 X 288000 0 10131 MICHAEL BILELLO EXECUTIVE VICE PRESIDENT 40.00 X 276500 0 11286 JOANNE MOAK EVP AND GENERAL COUNSEL 40.00 X 277500 0 8315 ARIANNE MASSEY SENIOR VICE PRESIDENT 40.00 X 254500 0 10629 CATHERINE MCDANIEL SENIOR VICE PRESIDENT 40.00 X 220000 0 9594 JACOB E HEGEMAN VICE PRESIDENT 40.00 X 220000 0 8092 JACK AARON SR BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JOHNNY AARON JR BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 GREGORY ALEVIZOS BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DENNIS ALFIERI BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JEFFREY ALTSCHULER BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JACQUELINE ARCHER BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JUSTIN ASHBY BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JOHN BAKER BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 RONALD BARRIAULT BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 AMY BARRIAULT BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 ROBERT BECKER BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 STEVEN BECKER BOARD MEMBER 2.00 1.00 X 0 0 0 DAVID BENSON BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 ALEX BERGSON BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DAVID BLACK BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 EDDIE BLOCK BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 PHILANA BOUVIER BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 GERALD BOYD SR BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 MICHAEL BROWN BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JULIE BUHNERKEMPE BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DAVID BYNUM BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 ED CALLISON JR BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 HAMILTON CALLISON BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 CHRIS CARLOS BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JOHN CARLOS BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JOSEPH CEKOLA BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 HARVEY CHAPLIN BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 WAYNE CHAPLIN BOARD MEMBER 2.00 X 0 0 0 THOMAS COLE BOARD MEMBER 2.00 X 0 0 0 JAY COLSTON III BOARD MEMBER - UNTIL 04/2021 2.00 1.00 X 0 0 0 SCOTT COOK BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 J LEWIS COOPER III BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 ANDY COX BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 BOB CRAWFORD BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 ANDREW CRISSES BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JAY DAVIS BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JOHN DEVIN BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 HARJIT DHINDSA BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 MEL DICK BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JEFF DODSWORTH BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JOHN DONNELLY BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 CHERYL DURZY BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 STEVE ECONOMOS BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 ANDREW JAY EDER BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 ROBERT EPSTEIN BOARD MEMBER - UNTIL 04/2021 2.00 1.00 X 0 0 0 DOUG EPSTEIN BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DAVID ESBER BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DALE FARINO BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DEAN FERRELL BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 MARK FISHER BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 HENRY FOX JR BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 BRIEN FOX BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JACK FOX BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JOEL FRANK BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JAY FRARY BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 TODD GAYER BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 CORY GIERTZ BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 CHARLES GIGLIO BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 MICHAEL GIORGIO BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 BENNETT GLAZER BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 MICHAEL GLAZER BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 SHARON GLOVER BANTRUP BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 THOMAS GREENLEE BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 ALAN GREENSPAN BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 ROBERT HARMELIN BOARD MEMBER 2.00 1.00 X 0 0 0 STAN HASTINGS BOARD MEMBER - UNTIL 04/2021 2.00 1.00 X 0 0 0 DAVID HELLER BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 BOB HENDRICKSON BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DAVID HENRY BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DOUGLAS HERTZ BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 ANDREW JOHNSON BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DAVID KAHN BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 MICHAEL KAHN BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DAVID KENNEY BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 MICHAEL KLAUER BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 ALEX KROBLIN BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 SHAWN LEDERMAN BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DONALD LEEBERN JR BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DONALD LEEBERN III BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 RICHARD LEVENTHAL BOARD MEMBER 2.00 1.00 X 0 0 0 JEFFREY LEVY BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 TODD LIGHTHOLDER BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 ROBERT LIPMAN BOARD MEMBER - UNTIL 04/2021 2.00 1.00 X 0 0 0 PAUL LUCCHESI BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 RANDAL LYMAN BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 KENNETH MANCINI BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 CARL MARTIGNETTI BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 CARMINE MARTIGNETTI BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JONATHAN MASLIN BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 GREG MAURER BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 SUSAN MCCOLLUM BOARD MEMBER 2.00 X 0 0 0 CRAWFORD MCINNIS BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 CHARLES MERINOFF BOARD MEMBER - UNTIL 04/2021 2.00 1.00 X 0 0 0 VAIL MILLER JR BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 VAIL MILLER SR BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 HENRY MONSEES BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 RYAN MOSES BOARD MEMBER 2.00 X 0 0 0 CAROL MURDOCK BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 MATTHEW MURPHY BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 ROBERT NOTTINGHAM BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DINA OPICI BOARD MEMBER 2.00 X 0 0 0 MARK PIRRUNG BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DAVE PLUMMER BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 WM PAUL POWELL JR BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DAVID RABER BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 BRAD REDENIUS BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 CHRIS REED BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 BRIAN RENNEY BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 KEITH RIGGINS BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 CHAD ROLOFSON BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 HERBERT ROSENBERG III BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JERRY ROSENBERG BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 SYDNEY ROSS BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 SAMUEL RUBENSTEIN BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 ROBERT RUBIN BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 MARC SACHS BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 GARY SADOFF BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 LACEY SADOFF BOARD MEMBER 2.00 X 0 0 0 JOHN SALADINO BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 TJ SAMUELSON BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JAKE SAUTER BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DOUGLAS SHAW BOARD MEMBER 2.00 X 0 0 0 BRUCE SMITH BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 CUTTER SMITH BOARD MEMBER 2.00 X 0 0 0 CRAIG STEIN BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 SHELDON STEIN BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DAVID STOKES BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 CHAD STONE BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 BARKLEY STUART BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DAVID STUBBLEFIELD BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DARRELL SWANK BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 ROBERT TROSTEL BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 CHAD TURNBULL BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 CHRISTOPHER UNDERWOOD BOARD MEMBER 2.00 X 0 0 0 VERNON UNDERWOOD BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 MARK VASCONCELOS BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 BRAD VASSAR BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 ALBERT VONTZ III BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DANIEL WEINSTEIN BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 THOMAS H TREY WHITE III BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 MIKE WILLIAMS BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JOHN WINDHAM BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 DANIEL WIRTZ BOARD MEMBER 2.00 X 0 0 0 W ROCKWELL WIRTZ BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 WILLIAM YOUNG JR BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 JENNIFER ZENKER BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 CHARLES ZOULIAS BOARD MEMBER - UNTIL 04/2021 2.00 X 0 0 0 2465625 0 119747 8 0 1 0 VERMONT INFORMATION PROCESSING INC 402 WATERTOWER CIRCLE COLCHESTER VT 05446 DATA MANAGEMENT SERVICES 291500 BRUNING LAW GROUP 1201 LINCOLN MALL SUITE 100 LINCOLN NE 68508 GOV'T RELATIONS CONSULTING 184366 CORNERSTONE GOVERNMENT AFFAIRS 800 MAINE AVE SW 7TH FLOOR WASHINGTON DC 20024 GOV'T RELATIONS CONSULTING 120000 THORN RUN 100 M STREET SE SUITE 750 WASHINGTON DC 20003 GOV'T RELATIONS CONSULTING 120000 4 458145 458145 MEMBERSHIP DUES 424000 7119128 7119128 ANNUAL CONVENTION 424000 310794 310794 PUBLICATIONS 424000 42975 42975 7472897 372811 372811 32667 32667 2458386 2275746 182640 182640 182640 REFUNDS 424000 117966 117966 MISCELLANEOUS INCOME 424000 165 165 118131 8637291 7472897 0 706249 X 1288956 2986901 239451 271024 282586 166939 111696 37072 953883 55543 102186 54493 467232 111743 300140 126074 32200 MEMBERSHIP DUES 249515 BAD DEBT EXPENSE 17330 MISCELLANEOUS EXPENSE 5470 7860434 2529372 3054187 871606 1863092 99294 60732 215979 119098 2399368 1749805 767167 649563 3812626 6328260 5158838 2651165 4996899 4398118 18451781 19124215 1046711 1164085 2549033 1877348 3595744 3041433 X 14856037 16082782 14856037 16082782 18451781 19124215 776857 481068 -31180 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 55000 55000 1 REPUBLICAN ATTORNEYS GENERAL ASSOCIATION 1747 PENNSYLVANIA AVE SUITE 800 WASHINGTON DC 20006 464501717 25000 DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION 1350 I STREET NW SUITE 300 WASHINGTON DC 20005 134220019 10000 DEMOCRATIC GOVERNORS ASSOCIATION 1225 EYE STREET NW SUITE 1100 WASHINGTON DC 20005 521304889 10000 REPUBLICAN GOVERNORS ASSOCIATION 1747 PENNSYLVANIA NW SUITE 250 WASHINGTON DC 20006 113655877 10000 0 0 1 7119128 813064 314168 1127232 1637399 -510167 1051389 452940 598449 229154 207802 21352 1118825 1089063 29762 649563 PRIVATELY HELD STOCK 2651165 C 2651165 DUE FROM WSWA SERVICES 3546980 LIFE INSURANCE - CASH SURRENDER VALUE 851138 4398118 DEFERRED COMPENSATION 851138 DEFERRED RENT 571850 DEFERRED TENANT ALLOWANCE 449896 DUE TO FOUNDATION 4464 1877348 X PART X, LINE 2: THE ASSOCIATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2021, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. X X 1 1 X X X 0 1 0 MICHELLE KORSMO PRESIDENT & CEO 716625 0 200000 0 12500 0 58700 0 3000 0 990825 0 0 0 DAWSON HOBBS EXECUTIVE VICE PRESIDENT 268000 0 20000 0 0 0 8631 0 1500 0 298131 0 0 0 MICHAEL BILELLO EXECUTIVE VICE PRESIDENT 256500 0 20000 0 0 0 8286 0 3000 0 287786 0 0 0 JOANNE MOAK EVP AND GENERAL COUNSEL 257500 0 20000 0 0 0 8315 0 0 0 285815 0 0 0 ARIANNE MASSEY SENIOR VICE PRESIDENT 239500 0 15000 0 0 0 7629 0 3000 0 265129 0 0 0 CATHERINE MCDANIEL SENIOR VICE PRESIDENT 205000 0 15000 0 0 0 6594 0 3000 0 229594 0 0 0 JACOB E HEGEMAN VICE PRESIDENT 210000 0 10000 0 0 0 6592 0 1500 0 228092 0 0 0 PART I, LINE 1B COMPANION EXPENSES ARE REIMBURSED ONLY AS DEFINED IN EMPLOYMENT CONTRACTS. SOCIAL CLUB FEES ARE FOR PURPOSES OF PUBLIC RELATIONS WORK. PART I, LINE 4B MICHELLE KORSMO, PRESIDENT AND CEO, RECEIVED A PAYMENT OF $50,000 FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE YEAR ENDING DECEMBER 31, 2021. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS STEVEN BECKER & WAYNE CHAPLIN HAVE A BUSINESS RELATIONSHIP. BOARD MEMBERS THOMAS COLE & CHRISTOPHER UNDERWOOD HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 IN APRIL 2021, THE BOARD APPROVED CHANGES TO THE ASSOCIATION BYLAWS THAT CHANGED THE STRUCTURE AND SIZE OF THE WSWA BOARD AS WELL AS SOME OF THE STANDING COMMITTEES REPORTING TO THE BOARD. NO DUTIES OF THE BOARD WERE CHANGED. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION'S MEMBERS CONSIST OF COMPANIES THAT PAY MEMBERSHIP DUES TO WSWA. FORM 990, PART VI, SECTION A, LINE 7A EXECUTIVE COMMITTEE HAS THE POWER TO APPROVE NEW MEMBER COMPANIES AND, CONSEQUENTLY, NEW BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS ELECTS THE EXECUTIVE COMMITTEE MEMBERS WHO OVERSEE THE ASSOCIATION ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION MAINTAINS OPEN COMMUNICATIONS BETWEEN DIRECTORS AND EMPLOYEES. WHEN POTENTIAL CONFLICTS ARE DISCOVERED, TOP MANAGEMENT ASSESSES THE SITUATION. IF A CONFLICT EXISTS, THE PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATION'S EXECUTIVE COMMITTEE ANNUALLY REVIEWS COMPENSATION FOR TOP MANAGEMENT OFFICIALS. THE ASSOCIATION REVIEWS RELEVANT BENCHMARKING SURVEYS OF COMPARABLE JOBS BOTH WITHIN AND OUTSIDE THE INDUSTRY IN THE WASHINGTON, D.C. AREA. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION'S FORM 990 IS AVAILABLE AT THE ASSOCIATION'S OFFICE. GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ASSOCIATION'S OFFICE. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES 832,301. DESIGN 59,685. AUDIO/VISUAL 37,704. PAYROLL EXPENSE 24,193. WSWA SERVICES LLC 805 15TH STREET NW SUITE 1120 WASHINGTON DC 20005 473912041 ALCOHOL E-COMMERCE THAT SUPPORTS THE THREE-TIER SYSTEM DC 33155967 34862248 WINE & SPIRITS WHOLESALERS OF AMERICA INC WSWA EDUCATIONAL FOUNDATION INC 805 15TH STREET NW SUITE 1120 WASHINGTON DC 20005 261933101 FUNDING INDUSTRY RESEARCH AND PROVIDING COLLEGE SCHOLARSHIPS DC 501(C)(3) LINE 7 WINE & SPIRITS WHOLESALERS OF AMERICA INC 1 WINE & SPIRITS WHOLESALERS OF AMERICA POLITICAL ACTION COMMITTEE 805 15TH STREET NW SUITE 430 WASHINGTON DC 20005 521233461 ADVOCATE POLITICAL INTERESTS OF WINE & SPIRITS WHOLESALERS OF AMERICA, INC. DC 527 WINE & SPIRITS WHOLESALERS OF AMERICA INC 1 PROJECT 21 805 15TH STREET NW SUITE 1120 WASHINGTON DC 20005 861283312 GRASSROOTS DC 501(C)(4) WINE & SPIRITS WHOLESALERS OF AMERICA INC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0