2018-10-11T11:41:38-05:00 2017-11-30 314419361 JOHN GERLACH & COMPANY LLP 37 WEST BROAD STREET SUITE 530 COLUMBUS OH 43215 990 2016-12-01 314341790 WHOLESALE BEER AND WINE ASSOC OF OHIO WHOL 6142243500 37 WEST BROAD ST SUITE 710 NO 1170 COLUMBUS OH 43215 SUSAN REMY DIRECTOR OF ADMINISTRATION 6142243500 2018-10-11 TJ CONGER CPA P00068140 6142242164 2018-10-11 162.155.36.146 2018-10-11 11:30:17 ED P ED227C21796867E5346245E3A45C95E8779DB27D ED227C21796867E5346245E3A45C95E8779DB27D 2016 2018-06-14 16:35:46Z CURT MCCAMON 37 WEST BROAD ST SUITE 710 NO 1170 COLUMBUS OH 43215 1688299 0 X WWW.WBWAO.ORG X 1935 OH SEE SCHEDULE O 8 8 1 0 0 0 0 0 1628123 1556736 2803 4587 20933 19616 1651859 1580939 84800 23232 0 0 138540 119394 0 0 0 1408703 1332530 1632043 1475156 19816 105783 487022 600704 85401 71500 401621 529204 X THE WHOLESALE BEER AND WINE ASSOCIATION OF OHIO IS COMMITTED TO: (1) SERVING THE LEGISLATIVE, REGULATORY AND LEGAL NEEDS OF ITS WHOLESALERS; (2) SERVING THE WHOLESALERS' BUSINESS NEEDS THROUGH EDUCATION, INFORMATION DISSEMINATION, AND ACCESS TO NEW PRODUCTS AND SERVICES; AND (3) EDUCATING AND COMMUNICATING TO THE GOVERNMENT AND PUBLIC AT LARGE ON ISSUES REGARDING THE BEER AND WINE INDUSTRY, INCLUDING RESPONSIBLE CONSUMPTION. 0 0 THE ASSOCIATION PROVIDED MEMBERSHIP SERVICES, INFORMATION AND DATA IN RELATION TO THE BEER AND WINE INDUSTRY. 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 14 0 1 1 1 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 0 0 1 0 0 0 X SUSAN REMY 6142243500 37 WEST BROAD ST SUITE 1170 COLUMBUS OH 43215 CURT MCCAMON PRESIDENT 3.00 1.00 X X 0 0 0 ERIK JENKINS VICE PRESIDENT 3.00 2.50 X X 0 0 0 JIM LAROSE SECRETARY 3.00 1.00 X X 0 0 0 JOE SCHETZ TREASURER 3.00 1.00 X X 0 0 0 GREGG HIPP DIRECTOR 1.00 1.00 X 0 0 0 MIKE KLEPPER DIRECTOR 1.00 1.00 X 0 0 0 AUSTIN PHILLIPS DIRECTOR 1.00 1.00 X 0 0 0 MIKE STAGNARO DIRECTOR 1.00 1.00 X 0 0 0 SUSAN REMY DIRECTOR OF ADMINISTRATION 28.00 12.00 X 93642 0 38907 93642 0 38907 0 0 0 0 LUMPE RABER & EVANS 37 WEST BROAD STREET SUITE 1140 COLUMBUS OH 43215 LEGAL 209800 JACOB C EVANS 4903 BRITTON FARMS CT HILLIARD OH 43026 LEGAL 107500 VORYS SATER SEYMOUR & PEASE 52 E GAY STREET COLUMBUS OH 43215 LEGAL 105082 3 MEMBERSHIP DUES 900099 1413956 1413956 CONVENTION REVENUE 900099 142780 142780 1556736 5465 5465 19616 19616 106482 107360 -878 -878 -878 1580939 1556736 0 24203 X 23232 111116 8278 327606 548158 733 44192 6460 51179 17567 286474 1973 6104 DUES AND SUBSCRIPTIONS 31287 MISCELLANEOUS 10797 1475156 6665 3350 59439 203919 0 2100 5087 10587 53729 43191 12511 10538 207356 224447 195964 145763 487022 600704 85401 71500 85401 71500 X 401621 529204 401621 529204 487022 600704 X 105783 18385 3415 X X 1 X 0 1 0 0 1 0 7486 6392 1094 46243 36799 9444 10538 WESTERN ASSET SHT TERM BOND C-1 31153 F GUGGENHEIM TOTAL RETURN BD 1 59334 F PRUDENTIAL SHT TRM CORP BD Z 55276 F 145763 X PART X, LINE 2: THE ASSOCIATION HAS ADOPTED THE PROVISIONS OF THE FINANCIAL ACCOUNTING STNADARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) RELATING TO UNCERTAIN TAX POSITIONS. THE ASSOCIATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. FORM 990, PART I, LINE 1 THE WHOLESALE BEER AND WINE ASSOCIATION OF OHIO IS COMMITTED TO: (1) SERVING THE LEGISLATIVE, REGULATORY AND LEGAL NEEDS OF ITS WHOLESALERS; (2) SERVING THE WHOLESALERS' BUSINESS NEEDS THROUGH EDUCATION, INFORMATION DISSEMINATION, AND ACCESS TO NEW PRODUCTS AND SERVICES; AND (3) EDUCATING AND COMMUNICATING TO THE GOVERNMENT AND PUBLIC AT LARGE ON ISSUES REGARDING THE BEER AND WINE INDUSTRY, INCLUDING RESPONSIBLE CONSUMPTION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS COMPRISED OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERSHIP ELECTS BOARD OF DIRECTORS SEATS ANNUALLY BY BALLOT. FORM 990, PART VI, SECTION A, LINE 7B MEMBERSHIP HAS THE RIGHT TO APPROVE OR RATIFY DECISIONS REGARDING MAJOR INDUSTRY AND/OR REGULATION CHANGES, AND GOVERNING DOCUMENTS CHANGES AS THEY OCCUR. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY THE BOARD TREASURER AND DIRECTOR OF ADMINISTRATION. AN ELECTRONIC COPY IS MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORMS 1024 AND 990 ARE MADE AVAILABLE UPON REQUEST. FURTHER, THE FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION VIA ANOTHER'S WEBSITE, WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY. FORM 990, PART IX, LINE 11G CONSULTING 421,200. OTHER 76,958. OFFICE SERVICES 50,000. FORM 990, PART XI, LINE 9: PROXY TAX INCOME (CREDIT) IN THE FINANCIAL STATEMENTS NOT INCLUDED ON THE 9 3,415. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PART VI, SECTION B, LINES 15A AND 15B: THE ORGANIZATION EMPLOYS ONE INDIVIDUAL. THE COMPENSATION PACKAGE IS REVIEWED ANNUALLY BY AN INDEPENDENT BOARD OF DIRECTORS, AND ANY CHANGES TO COMPENSATION IS BASED ON THE BOARD'S REVIEW OF THE PRIOR YEAR'S PERFORMANCE AS WELL AS COMPARABILITY WITH INDUSTRY AVERAGES. BEER & WINE PAC 37 W BROAD STREET SUITE 1170 COLUMBUS OH 43215 311102104 POLITICAL ORGANIZATION -- CONTRIBUTIONS TO STATE POLITICAL CAMPAIGNS OH 527 N/A N/A 0 COALITION FOR A SAFE & RESPONSIBLE OHIO 37 W BROAD STREET SUITE 1170 COLUMBUS OH 43215 311636379 PREVENT ALCOHOL SALES TO MINORS;COLLECT OH SALES TAX FOR ALCOHOLIC BEVERAGES OH 501(C)(4) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 BEER & WINE PAC O 31843 PERCENTAGE OF WORK