NATIONAL BEER WHOLESALERS ASSOCIATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL BEER WHOLESALERS ASSOCIATION INC (EIN 36-1521005)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349303921
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T11:34:28-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371611326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARONSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Rockville Pike Suite 600 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 361521005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL BEER WHOLESALERS ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 7036834300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 KING STREET 600 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223142944 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG PURSER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY M PLOTTS CPA | PreparerPersonNm |
| PTIN | P01255941 | PTIN |
| Phone | 3012316200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG PURSER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 KING STREET 600 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223142944 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,641,994 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.NBWA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1938 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE LEADERSHIP FOR THE INDEPENDENT BEER DISTRIBUTION INDUSTRY; ADVOCATE BEFORE GOVERNMENT AND THE PUBLIC; AND PROVIDE MEMBERSHIP PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 65 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 64 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 65 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,161,914 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,481,503 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,204,508 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,410,543 | CYInvestmentIncomeAmt |
| PY Other Revenue | $400 | PYOtherRevenueAmt |
| CY Other Revenue | $200 | CYOtherRevenueAmt |
| PY Total Revenue | $14,366,822 | PYTotalRevenueAmt |
| CY Total Revenue | $15,892,246 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $250,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $150,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,169,428 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,402,860 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,383,818 | PYOtherExpensesAmt |
| CY Other Expenses | $7,955,925 | CYOtherExpensesAmt |
| PY Total Expenses | $13,803,246 | PYTotalExpensesAmt |
| CY Total Expenses | $14,508,785 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $563,576 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,383,461 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,576,831 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,700,144 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,581,946 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,504,626 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,994,885 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,195,518 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NBWA PROVIDES LEGAL COUNSEL AND GUIDANCE TO ITS MEMBERS IN RESPONSE TO LITIGATION PERTINENT TO BEER DISTRIBUTION BUSINESSES AND STATE-BASED ALCOHOL REGULATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 26 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 65 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 64 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUREN KANE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7036834300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 KING STREET SUITE 600 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223142944 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (88 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BRIAN R GELNER | |||||||
| CHAIRMAN | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CRAIG A PURSER | |||||||
| PRESIDENT AND CEO | 50.0 | Yes (X) | Yes (X) | $1,039,730 | $0 | $337,083 | |
| GORDON GREEN | |||||||
| SECRETARY | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JIM MATESICH | |||||||
| PAST CHAIRMAN (THROUGH SEPT 2019) | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL SCHILLECI | |||||||
| IMMEDIATE PAST CHAIR | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PATRICK J BLACH | |||||||
| VICE CHAIRMAN | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER HEIMARK | |||||||
| TREASURER | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ABBEY GILLICK | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ADEN SHORT | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA RYAN | |||||||
| DIRECTOR (THROUGH SEPT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ANN KATHRYN DETTWILLER | |||||||
| DIRECTOR (THROUGH SEPT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| BETH GAITHER | |||||||
| DIRECTOR (FROM OCT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| BILL ADAMS | |||||||
| DIRECTOR (THROUGH SEPT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| BILL ANDERSON | |||||||
| DIRECTOR (FROM OCT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| BILL BESETTE | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| BILL GIALKETSIS | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN DRENNAN | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| BRITTNEY LEWIS-WEBBER | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CARLETON CASEY | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CARLY LAMONICA | |||||||
| DIRECTOR (THROUGH SEPT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS BLACK | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS HAGLE | |||||||
| DIRECTOR (FROM OCT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTIAN OTZEN | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CRYSTAL WARNER GIBSON | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DAN SCOVEL | |||||||
| DIRECTOR (FROM OCT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVE STANDER | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BEAR | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID J FARRELL | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DONALD FAUST JR | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| EMMETT MCENERY | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ERIC FILAROI | |||||||
| DIRECTOR (FROM OCT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| FRANK J LAROSE | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| FRANK SINKWICH III | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| FRANK SOUSA III | |||||||
| DIRECTOR (FROM OCT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY M (BUD) DUNN JR | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| HERB KONRAD JR | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JACKI MANCINI | |||||||
| DIRECTOR (FROM OCT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JAMES FABIANO II | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JAMES HALLAM | |||||||
| DIRECTOR (THROUGH SEPT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY REEDER | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JOE PRIESMEYER | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JOSH DONNEWALD | |||||||
| DIRECTOR (FROM OCT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| KEITH HARTNETT | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| LEWIS T NUNNELEE | |||||||
| DIRECTOR (THROUGH SEPT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| LISA PEISEN | |||||||
| DIRECTOR (THROUGH SEPT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| LUKE DAHLHEIMER | |||||||
| DIRECTOR (FROM OCT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MARK RAMER | |||||||
| DIRECTOR (THROUGH SEPT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MARY TRICHELL | |||||||
| DIRECTOR (THROUGH SEPT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MATT NELSON | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL CADEZ | |||||||
| DIRECTOR (FROM OCT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL LAZZERINI | |||||||
| DIRECTOR (FROM OCT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MCWHERTER | |||||||
| DIRECTOR (FROM OCT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MIKE BARNES | |||||||
| DIRECTOR (FROM OCT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MIKE BREWINGTON | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MIKE MARKOVICH | |||||||
| DIRECTOR (THROUGH SEPT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MIKE RILEY | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| NATHAN HUDDLESTON | |||||||
| DIRECTOR (FROM OCT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| PAUL RUGGIERO | |||||||
| DIRECTOR (FROM OCT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| PETE BETKA | |||||||
| DIRECTOR (THROUGH SEPT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA L MAISEL | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBBIE MALETIS JR | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT J BURKE JR | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT KELLY | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT KOLASA | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT NORRI | |||||||
| DIRECTOR (THROUGH SEPT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ROCKY GALLO | |||||||
| DIRECTOR (THROUGH SEPT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| RYAN DONAGHY | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT SADOWSKY | |||||||
| DIRECTOR (THROUGH SEPT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SEAN MOORE | |||||||
| DIRECTOR (FROM OCT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SHANNON MCQUADE-ELY | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| STAN HASTINGS | |||||||
| DIRECTOR (FROM OCT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| STEVE ALLEN | |||||||
| DIRECTOR (FROM OCT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| STEVE BEYKIRCH | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| STEVE FISHER | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| STEVE TIGANI | |||||||
| DIRECTOR (THROUGH SEPT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN M FRANK | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE KASPRZAK | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| TATE RUSSELL | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| TERRENCE M WHITE | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| TERRENCE P MORAN | |||||||
| DIRECTOR (THROUGH SEPT 2019) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WILL JENKINS | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM F REYES | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY MCKINNISH | |||||||
| CHIEF FINANCIAL OFFICER | 50.0 | Yes (X) | $313,539 | $0 | $64,942 | ||
| DAVID CHRISTMAN | |||||||
| VP STATE AFFAIRS | 50.0 | $232,230 | $0 | $58,751 | Yes (X) | ||
| LAURIE KNIGHT | |||||||
| EVP & CHIEF ADVOCACY | 50.0 | $615,595 | $0 | $147,039 | Yes (X) | ||
| LESTER JONES | |||||||
| CHIEF ECONOMIST | 50.0 | $208,664 | $0 | $46,545 | Yes (X) | ||
| PATRICIA ROUZIE | |||||||
| VP MEMBERSHIP & MEETINGS | 50.0 | $268,946 | $0 | $46,104 | Yes (X) | ||
| PAUL PISANO | |||||||
| SVP & GENERAL COUNSEL | 50.0 | $391,636 | $0 | $66,343 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,070,340 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $766,807 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FREEMAN AUDIO VISUAL SOLUTIONS | |||||
| PO BOX 650519 | DALLAS | TX | 75265 | TRADE SHOW SERVICES | $460,292 |
| WILLARD & FINDLEY CONSULTING | |||||
| 1172S DIXIE HIGHWAY STE 184 | MIAMI | FL | 33146 | LEGAL CONSULTANT | $280,000 |
| MADIGAN DAHL & HARLAN | |||||
| 222 S 9TH STREET STE 3150 | MINNEAPOLIS | MN | 55402 | LEGAL CONSULTANT | $199,970 |
| FREEMAN | |||||
| PO BOX 650036 | DALLAS | TX | 75266 | CONVENTION SERVICES | $199,899 |
| LOCUST STREET GROUP | |||||
| 2008 HILLYER PLACE NW | WASHINGTON | DC | 20009 | PR CONSULTANT | $174,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DUES AND ASSESSMENTS | 541990 | $11,474,081 | $11,474,081 |
| CONVENTION / TRADESHOW | 541990 | $2,869,401 | $2,869,401 |
| MEMBER SERVICES | 541990 | $138,021 | $138,021 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,481,503 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $645,708 | TotalRevenueColumnAmt |
| Exclusion | $645,708 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $200 | TotalRevenueColumnAmt |
| Exclusion | $200 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,514,583 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,749,748 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $764,835 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $764,835 | TotalRevenueColumnAmt |
| Exclusion | $764,835 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,892,246 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,481,503 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,410,743 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,755,294 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,596,658 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,701 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,953 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,254 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,549 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,086 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,000 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,954 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,111,437 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,394 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,652 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,017 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,575 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $677,355 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,831,653 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $507 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,439 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,474 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PUBLIC/MEMBER RELATIONS | $592,343 |
| INDUSTRY MEMBERSHIP DUES | $364,270 |
| A/V PRODUCTION/WEBSITE | $238,261 |
| TAXES | $159,118 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,841 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,508,785 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,490 | BOYAmt |
| EOY | $75,437 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,722,660 | BOYAmt |
| EOY | $2,252,229 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,066 | BOYAmt |
| EOY | $86,054 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,936 | BOYAmt |
| EOY | $359,844 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,897,207 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,880,290 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,125,295 | BOYAmt |
| EOY | $1,016,917 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,334,831 | BOYAmt |
| EOY | $21,463,068 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $909,553 | BOYAmt |
| EOY | $1,446,595 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,576,831 | BOYAmt |
| EOY | $26,700,144 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $791,510 | BOYAmt |
| EOY | $859,719 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,868,025 | BOYAmt |
| EOY | $3,171,307 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $922,411 | BOYAmt |
| EOY | $1,473,600 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,581,946 | BOYAmt |
| EOY | $5,504,626 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,994,885 | BOYAmt |
| EOY | $21,195,518 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,994,885 | BOYAmt |
| EOY | $21,195,518 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,576,831 | BOYAmt |
| EOY | $26,700,144 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,383,461 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,817,172 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (true) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $11,474,081 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $1,183,963 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$1,669,133 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | -$485,170 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $229,483 | AggregateReportedDuesNtcAmt |
| Taxable | -$714,653 | TaxableAmt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,160,812 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,306,634 | DepreciationAmt |
| Book Value | $854,178 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $574,961 | OtherCostOrOtherBasisAmt |
| Depreciation | $446,006 | DepreciationAmt |
| Book Value | $128,955 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $161,434 | OtherCostOrOtherBasisAmt |
| Depreciation | $127,650 | DepreciationAmt |
| Book Value | $33,784 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,016,917 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Section 457 plan assets | Desc |
| Book Value | $1,446,595 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,446,595 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATIONS | $27,005 |
| DEFERRED COMPENSATION LIABILITIES | $1,446,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,473,600 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | 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 FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2019, 2018 AND 2017, 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 DECEMBER 31, 2016 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. CURRENTLY, THERE ARE NO EXAMINATIONS IN PROCESS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTER FOR ALCOHOL POLICY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 KING STREET SUITE 600A | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 541989413 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $150,000 | CashGrantAmt |
| Purpose Of Grant | general support | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | NBWA PROVIDED A GRANT TO IT'S CONTROLLED SUBSIDIARY, THE CENTER FOR ALCOHOL POLICY. THE FUNDS ARE GIVEN FOR USE IN A PROGRAM WHERE ALL EXPENDITURES ARE MADE IN THE UNITED STATES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CRAIG A PURSER | ||||||||||||||
| PRESIDENT AND CEO | $799,523 | $0 | $225,000 | $0 | $15,207 | $0 | $305,400 | $0 | $31,683 | $0 | $1,376,813 | $0 | $0 | $0 |
| KIMBERLY MCKINNISH | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $262,997 | $0 | $36,000 | $0 | $14,542 | $0 | $36,400 | $0 | $28,542 | $0 | $378,481 | $0 | $0 | $0 |
| LAURIE KNIGHT | ||||||||||||||
| EVP & CHIEF ADVOCACY | $540,221 | $0 | $50,000 | $0 | $25,374 | $0 | $135,400 | $0 | $11,639 | $0 | $762,634 | $0 | $0 | $0 |
| PAUL PISANO | ||||||||||||||
| SVP & GENERAL COUNSEL | $331,335 | $0 | $44,000 | $0 | $16,301 | $0 | $36,400 | $0 | $29,943 | $0 | $457,979 | $0 | $0 | $0 |
| PATRICIA ROUZIE | ||||||||||||||
| VP MEMBERSHIP & MEETINGS | $238,813 | $0 | $17,000 | $0 | $13,133 | $0 | $34,536 | $0 | $11,568 | $0 | $315,050 | $0 | $0 | $0 |
| DAVID CHRISTMAN | ||||||||||||||
| VP STATE AFFAIRS | $198,566 | $0 | $24,000 | $0 | $9,664 | $0 | $30,333 | $0 | $28,418 | $0 | $290,981 | $0 | $0 | $0 |
| LESTER JONES | ||||||||||||||
| CHIEF ECONOMIST | $182,401 | $0 | $17,000 | $0 | $9,263 | $0 | $26,322 | $0 | $20,223 | $0 | $255,209 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: $269,000 PARTICIPANT: LAURIE KNIGHT; CONTRIBUTION: $99,000 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2018, 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 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE CENTER FOR ALCOHOL POLICY | ||||||||||
| 1101 KING STREET SUITE 600A | ALEXANDRIA | VA | 22314 | 541989413 | EDUCATION | VA | 501(c)(3) | 11 | NA | Yes (true) |
| NATIONAL BEER WHOLESALERS ASSOC PAC | ||||||||||
| 1101 KING STREET SUITE 600 | ALEXANDRIA | VA | 22314 | 541341212 | PAC | VA | 527 | NA | Yes (true) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Center for Alcohol Policy | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $150,000 | InvolvedAmt |