2025-11-17T12:22:23-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 430590389 WINE & SPIRITS WHOLESALERS OF AMERICA INC WINE 2023719792 805 15TH STREET NW 1120 WASHINGTON DC 20005 FRANCIS CREIGHTON PRESIDENT AND CEO 2023719792 2025-11-17 1 1 AARON M FOX P01365820 2022274000 2024 2025-03-06 01:10:19Z FRANCIS CREIGHTON 805 15TH STREET NW 1120 WASHINGTON DC 20005 16216923 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. 15 14 29 178 0 0 0 0 13242457 13515692 -11947011 2619299 91926 81932 1387372 16216923 0 105000 0 0 6172129 6351016 0 0 0 7794224 8720913 13966353 15176929 -12578981 1039994 53330567 61932301 8041870 8147049 45288697 53785252 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 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 34 0 1 29 1 0 0 0 0 1 1 0 0 0 X 15 14 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X REBECCA WALKER 2023719792 805 15TH STREET NW 1120 WASHINGTON DC 20005 FRANCIS CREIGHTON PRESIDENT & CEO 40.00 1.00 X X 803609 0 94499 DINA OPICI VICE CHAIRMAN UNTIL 09/24, CHAIRMAN 2.00 0.00 X 0 0 0 DOUGLAS SHAW CHAIRMAN UNTIL 09/24, BOARD MEMBER 2.00 0.00 X 0 0 0 CUTTER SMITH TREASURER UNTIL 09/24, VICE CHAIRMAN 2.00 0.00 X 0 0 0 BARKLEY STUART SECRETARY 2.00 0.00 X 0 0 0 MICHAEL HERTZ BOARD MEMBER - UNTIL 09/24, TREASURER 2.00 0.00 X 0 0 0 STEVEN BECKER BOARD MEMBER 2.00 1.00 X 0 0 0 THOMAS COLE BOARD MEMBER 2.00 0.00 X 0 0 0 ROBERT HARMELIN BOARD MEMBER - UNTIL 9/24 2.00 1.00 X 0 0 0 SARA HARMELIN BOARD MEMBER - AS OF 9/24 2.00 1.00 X 0 0 0 STAN HASTINGS BOARD MEMBER 2.00 1.00 X 0 0 0 RYAN MOSES BOARD MEMBER 2.00 0.00 X 0 0 0 LACEY SADOFF BOARD MEMBER 2.00 0.00 X 0 0 0 AMY BARRIAULT BOARD MEMBER 2.00 0.00 X 0 0 0 DANIEL WIRTZ BOARD MEMBER 2.00 0.00 X 0 0 0 MARC SACHS BOARD MEMBER 2.00 0.00 X 0 0 0 DAWSON HOBBS EVP, GOV AFFAIRS 40.00 0.00 X 367471 0 32617 JACOB E HEGEMAN SVP, LEGAL & GENERAL COUNSEL 40.00 0.00 X 317040 0 19172 REBECCA WALKER SVP, FINANCE & ADMIN 40.00 0.00 X 289649 0 31066 KARI LANGERMAN SVP, MEETINGS & EVENTS 40.00 0.00 X 217595 0 13056 MICHAEL BILELLO EVP, STRATEGIC COMM & MKTG 40.00 0.00 X 345298 0 51202 CATHERINE MCDANIEL SVP, MEMBER ADVOCACY 36.00 4.00 X 260253 0 51590 CODY TUCKER VP, FEDERAL AFFAIRS 40.00 0.00 X 237303 0 30764 CHELSEA CRUCITTI VP, STATE AFFAIRS 40.00 0.00 X 203803 0 22054 DWAYNE CARSON SR. DIRECTOR, GOV AFFAIRS 40.00 0.00 X 206943 0 22065 MARY CLARKE VP, LEGAL & REGULATORY 40.00 0.00 X 197376 0 19718 ROBERT WIGGANS VP, MEMBERSHIP & DATA SVCS 40.00 0.00 X 156623 0 40246 3602963 0 428049 18 0 1 0 VERMONT INFORMATION PROCESSING 402 WATERTOWER CIRCLE COLCHESTER VT 05446 DATA SERVICES 659956 PRODUCTION RESOURCE GROUP 539 TEMPLE HILL RD NEW WINDSOR NY 12553 EVENT PRODUCTION 531666 AT KEARNEY 227 WEST MONROE STREET CHICAGO IL 60606 BUSINESS PLAN AND DATA SERVICES 436932 FREEMAN 14221 DALLAS PARKWAY DALLAS TX 75254 EXPOSITION MANAGEMENT 350616 RATIONAL 360 1828 L STREET NW SUITE 640 WASHINGTON DC 20036 PUBLIC RELATIONS 300000 12 MEMBERSHIP DUES 424000 8433142 8433142 ANNUAL CONVENTION 424000 4292037 4292037 PUBLICATIONS 424000 790513 790513 13515692 1403081 1403081 28896 28896 1216218 0 1216218 1216218 1216218 MISCELLANEOUS INCOME 900099 53036 53036 53036 16216923 13515692 0 2701231 X 105000 2894117 2756442 111967 331199 257291 182399 93613 46350 198443 2235960 92416 126083 114393 597769 566546 3819887 125347 35630 MEMBERSHIP DUES 459796 MISCELLANEOUS EXPENSE 26281 15176929 6155124 1706547 155122 164460 1243508 778544 2592721 2134349 564950 458372 42094389 56035348 3117474 2789030 53330567 61932301 1382841 1635636 2577239 2900473 4081790 3610940 8041870 8147049 X 45288697 53785252 45288697 53785252 53330567 61932301 1039994 5283914 2172647 0 X 0 1 X 1 0 105000 0 105000 105000 1 REPUBLICAN ATTORNEYS GENERAL ASSOCIATION 1747 PENNSYLVANIA AVE SUITE 800 WASHINGTON DC 20006 464501717 50000 REPUBLICAN STATE LEADERSHIP COMMITTEE 1800 DIAGONAL ROAD SUITE 230 ALEXANDRIA VA 22314 050532524 25000 DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION 1350 I STREET NW SUITE 300 WASHINGTON DC 20005 134220019 15000 DEMOCRATIC LEGISLATIVE CAMPAIGN COMMITTEE 499 S CAPITAL STREET SW SUITE 103 WASHINGTON DC 20003 421870839 15000 0 0 1 8433142 1647378 -874681 772697 1686628 -913931 PART I-A, LINE 1: CONTRIBUTIONS TO OTHER ORGANIZATIONS FOR SECTION 527 EXEMPT FUNCTION ACTIVITY PURPOSES. 1051390 664742 386648 295294 261380 33914 1246037 1208227 37810 458372 LEASE LIABILITY 3478438 DEFERRED COMPENSATION 127252 DUE TO RELATED ORGANIZATION 5250 3610940 X PART X, LINE 2: THE ASSOCIATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN FASB ASC TOPIC 740, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ASSOCIATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2024, 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. 0 REPUBLICAN ATTORNEYS GENERAL ASSOCIATION 1747 PENNSYLVANIA AVE SUITE 800 WASHINGTON DC 20006 464501717 527 50000 0 GENERAL SUPPORT REPUBLICAN STATE LEADERSHIP COMMITTEE 1800 DIAGONAL ROAD SUITE 230 ALEXANDRIA VA 22314 050532524 527 25000 0 GENERAL SUPPORT DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION 1350 I STREET NW SUITE 300 WASHINGTON DC 20005 134220019 527 15000 0 GENERAL SUPPORT DEMOCRATIC LEGISLATIVE CAMPAIGN COMMITTEE 499 S CAPITAL STREET SW SUITE 103 WASHINGTON DC 20003 421870839 527 15000 0 GENERAL SUPPORT 0 4 X 1 1 X X X 0 0 0 FRANCIS CREIGHTON PRESIDENT & CEO 618060 0 180000 0 5549 0 70700 0 23799 0 898108 0 0 0 DAWSON HOBBS EVP, GOV AFFAIRS 336922 0 25000 0 5549 0 20700 0 11917 0 400088 0 0 0 MICHAEL BILELLO EVP, STRATEGIC COMM & MKTG 316369 0 25000 0 3929 0 20700 0 30502 0 396500 0 0 0 JACOB E HEGEMAN SVP, LEGAL & GENERAL COUNSEL 281491 0 30000 0 5549 0 19172 0 0 0 336212 0 0 0 REBECCA WALKER SVP, FINANCE & ADMIN 274100 0 10000 0 5549 0 17786 0 13280 0 320715 0 0 0 CATHERINE MCDANIEL SVP, MEMBER ADVOCACY 229704 0 25000 0 5549 0 16712 0 34878 0 311843 0 0 0 CODY TUCKER VP, FEDERAL AFFAIRS 216754 0 15000 0 5549 0 14385 0 16379 0 268067 0 0 0 KARI LANGERMAN SVP, MEETINGS & EVENTS 192046 0 20000 0 5549 0 13056 0 0 0 230651 0 0 0 DWAYNE CARSON SR. DIRECTOR, GOV AFFAIRS 191407 0 10000 0 5536 0 12644 0 9421 0 229008 0 0 0 CHELSEA CRUCITTI VP, STATE AFFAIRS 184837 0 17000 0 1966 0 12312 0 9742 0 225857 0 0 0 MARY CLARKE VP, LEGAL & REGULATORY 181870 0 10000 0 5506 0 12135 0 7583 0 217094 0 0 0 ROBERT WIGGANS VP, MEMBERSHIP & DATA SVCS 142707 0 10150 0 3766 0 9772 0 30474 0 196869 0 0 0 PART I, LINE 1A WSWA PAYS MONTHLY HEALTH/SOCIAL CLUB DUES FOR THE FOLLOWING PERSONS: CATHERINE MCDANIEL, DAWSON HOBBS, DWAYNE CARSON, FRANCIS CREIGHTON, AND CODY TUCKER. THESE PAYMENTS ARE NOT REPORTED AS TAXABLE COMPENSATION TO THE EMPLOYEE. 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 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 SIP SOURCE 1,124,099. OTHER CONTRACTORS 863,888. PROFESSIONAL FEES 247,973. WSWA SERVICES LLC 805 15TH STREET NW SUITE 1120 WASHINGTON DC 20005 473912041 ALCOHOL E-COMMERCE THAT SUPPORTS THE THREE-TIER SYSTEM DC -1438203 0 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 1