2025-11-14T10:52:16-06:00 2024-12-31 814783967 ChapinSandstrom LLC 10440 Little Patuxent Parkway Suite 590 Columbia MD 21044 990 2024-01-01 530188893 National Association of Wholesaler- Distributors Inc NATI 2028720885 1325 G Street NW 1000 Washington DC 200053134 Eric Hoplin CEO 2028720885 2025-11-14 1 0 Joanne Yoo CPA P01469087 4109920200 2024 2025-03-06 01:10:19Z Eric Hoplin 1325 G Street NW Ste 1000 Washington DC 200053134 13143186 0 X WWW.NAW.ORG X 1946 DC To advocate its members' interest on national public policy issues that affect the entire wholesale distribution industry. The National Association of Wholersaler-Distributors (NAW) assists merchant wholesaler-distributors to be the most efficient channel for bringing goods to market through benchmarking, strategic management information, networking, and high level conferences. NAW also serves as a mechanism, through its Association Executives Council, for the sharing of ideas, programs, and skills among the organization's member national associations. 12 11 50 0 11475 10475 8029136 8037246 2626083 4513715 179009 112408 86539 467632 10920767 13131001 15000 15000 0 0 5681197 7355825 0 0 0 5633590 7185371 11329787 14556196 -409020 -1425195 17892594 18726150 8287136 10292832 9605458 8433318 X To advocate its members' interest on national public policy issues that affect the entire wholesale distribution industry. The National Association of Wholesaler-Distributors, Inc. (NAW) assists merchant wholesaler-distributors to be the most efficient channel for bringing goods to the market through benchmarking, strategic management information, networking, and high level conferences. NAW serves as a mechanism, through its Association of Executives Council, for the sharing of ideas, programs, and skills among the organization's member national associations. 0 0 Networking and Meetings: Representing all lines of trade in the wholesale distribution industry, NAW is uniquely positioned to offer its members programs that are designed to promote information exchange and benchmarking among noncompeting peers. The NAW Annual Meeting provides members of the industry, as well as the public, speakers and information related to a more efficient, productive, and profitable business operation. Specialized meetings are targeted by wholesale distribution company size and by executive responsibilities to better meet NAW's members' needs and to provide small group networking opportunities. Communication and Publications: NAW informs its members and other interested parties about its programs and activities and pertinent issues affecting the wholesale distribution industry through its website; www.NAW.org. A free E-Newsletter, "NAW Smartbrief" delivers the most recent industry headlines, summaries, and links to original new stories to close to 27,000 subscribers by E-Mail four times per week. "Ask NAW" provides answers to unique member questions and supplies feedback on mission-critical projects using this robust desktop resource. Through media relations, NAW continues to receive broad coverage of its government-related activities. Also, through its foundation, NAW is a leading publisher of leading-edge studies and research. Government Relations and Coalitions: The mission of the NAW government relations team is to convey the wholesale distribution industry's views to the legislative and executive branches of the federal government, and to identify opportunities for the advancement of NAW's federal public policy agenda. NAW's principal grassroots advocacy tool is the Internet-based E-Alert Program through which NAW communicates with senior management of both NAW Direct Member companies and member companies of cosponsoring NAW-affiliated Member Associations. Also, the Washington Action Network catalogs the personal relationships that exist between individual wholesaler-distributors and Members of both houses of Congress. This network enables the NAW government relations team to tap the distribution industry's top-level "grass-tops" contacts with Representatives and Senators at the most critical points in legislative initiatives. Additionally, NAW is a leader in organizing and managing coalitions to address the wholesale distribution industry's national public policy priorities such as enactment of tax relief and advancing federal legal reform measures. 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 52 0 50 1 1 1 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 1 1 1 1 0 DC X The Organization 2028720885 1325 G Street NW Ste 1000 Washington DC 200053134 James Derry Director 0.30 X 0 0 0 Greg Ferrara Past Chairman-Elect of the AEC 0.30 X 0 0 0 Edward Kuo Chairman Elect of the AEC 0.30 X 0 0 0 Edward Macleod Chairman of the AEC 0.30 X 0 0 0 Kathleen M Mazzarella Secretary 0.30 X 0 0 0 Jeff McLendon Treasurer 0.30 X 0 0 0 Kathryn Poehling Seymour Director 0.30 X 0 0 0 Keith Rozolis Director 0.30 X 0 0 0 Kevin Short Vice Chairman 0.30 X 0 0 0 Larry J Stoddard Chairman 0.30 X 0 0 0 George W Keeley NAW General Counsel 0.30 X 0 0 0 Eric Hoplan President & CEO 34.80 5.20 X 1010181 150947 14355 Carol Walsh Chief Operations Officer 34.80 5.20 X 152523 22791 3744 Brian Wild Chief Gov't Relations Offi 34.80 5.20 X 471776 70495 49524 Bartholomeus Tessel Chief Innovation Officer 34.80 5.20 X 272094 40658 40492 Daniel Schuberth Chief Revenue Officer 34.80 5.20 X 302606 45217 25702 John Peter Chief - Corporate Relation 34.80 5.20 X 212758 31791 10110 Adam Isenberg Vice President - Corporate 34.80 5.20 X 203293 30377 28895 Alexander Hendrie Assoc VP - Government 34.80 5.20 X 159465 23828 13658 Anna Natasha Wells VP of Corporate Engagement 34.80 5.20 X 217375 32481 66533 Meghan Cieslak Chief Communications & Marketing 34.80 5.20 X 164975 24651 5322 Latitia Drake MDM Sr VP Publishing 34.80 5.20 X 161829 24181 13513 3328875 497417 271848 11 0 1 0 Team Harbinger LLC 301 K Street NW Suite 300W Washington DC 20005 Video Production 432009 Vault Consulting LLC 8401 Greensboro Drive 500 Mclean VA 22102 Accounting Services 259284 Grafted Strategies LLC 39571 Charles Henry Place Waterford VA 20197 Website/Software Services 232218 Delcor Technology Solutions Inc 8380 Colesville Rd 550 Silver Spring MD 20910 IT Services 220965 Washington Speakers Bureau 1275 New Jersey Ave SE Suite 403 Washington DC 20003 Event Speakers 165776 5 7952246 85000 8037246 Sponsorships for Org's Mission 900099 2798675 2798675 Meeting and Conferences 900099 1715040 1715040 4513715 112408 11475 100933 312778 12185 300593 300593 Litigation Fund 900099 120500 120500 Management Fees 900099 35400 35400 Misc 900099 11139 11139 167039 13131001 4981347 11475 100933 15000 3889266 2387243 225804 451120 402392 101501 85056 1449200 64089 109108 566173 649580 33872 2887015 10456 321750 63551 Processing Fees 233572 Membership Development 229291 Dues & Subscriptions 129670 Temporary Services 73400 178087 14556196 1290934 669854 695059 594863 5831081 5629549 22186 20251 218574 294718 3229167 1648375 1399885 1580792 3846879 3350369 4587996 6585754 17892594 18726150 525374 424336 762077 847653 6999685 9020843 8287136 10292832 X 9057159 7885019 548299 548299 9605458 8433318 17892594 18726150 -1425195 211842 41211 0 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 7952246 407399 407399 1590449 -1183050 0 0 2066913 1111551 955362 1162254 536824 625430 1580792 1000 C Fidelity Investments 3206493 C 457(b) Plan Investments 142876 C 3350369 ROU Assets 4062949 Goodwill 2522805 6585754 Accrued Liabilities 1453630 Operating Lease Liabilities 5174337 Notes Payable 2250000 Deferred Compensation 142876 9020843 X Part X, Line 2: The Association is generally exempt from federal income taxes under section 501(c)(6) of the Internal Revenue Code (IRC). In July 2006, the Financial Accounting Standards Board issued an interpretation on the accounting for uncertainty in income taxes (codified at ASC 740). This standard addresses the recognition and measurement criteria for those tax positions deemed to be uncertain (i.e., it addresses whether the tax positions claimed or to be claimed on a tax return should be reflected in the financial statements). Based on an analysis of identified tax positions, management has determined that all positions should be recorded in the accompanying financial statements at their full amounts as reported or to be reported in the respective tax return. The Association, filing tax returns in the U.S. federal and District of Columbia tax jurisdictions, believes it is no longer subject to examination by these taxing authorities for fiscal years before 2022. 0 NAW Institute for Distribution Excellence 1325 G Street NW Suite 1000 Washington DC 20005 366137215 501(C)(3) 15000 0 FMV To support the research and pub. of strategic mgmt issues affecting the W/S-Distrib. industry. Part I, Line 2: NAW supports NAW Institute for Distribution Excellence, IRC 503(C)(3) research and publication affiliate with recurring grants. This amount is substantiated by the disbursement records. NAW does not routinely make available or process other grants. X X X 0 1 0 Eric Hoplan President & CEO 1010181 150947 0 0 0 0 0 0 0 0 1010181 150947 0 0 Brian Wild Chief Gov't Relations Offi 471776 70495 0 0 0 0 0 0 0 0 471776 70495 0 0 Daniel Schuberth Chief Revenue Officer 302606 45217 0 0 0 0 0 0 0 0 302606 45217 0 0 Bartholomeus Tessel Chief Innovation Officer 272094 40658 0 0 0 0 0 0 0 0 272094 40658 0 0 Anna Natasha Wells VP of Corporate Engagement 217375 32481 0 0 0 0 0 0 0 0 217375 32481 0 0 John Peter Chief - Corporate Relation 212758 31791 0 0 0 0 0 0 0 0 212758 31791 0 0 Adam Isenberg Vice President - Corporate 203293 30377 0 0 0 0 0 0 0 0 203293 30377 0 0 Meghan Cieslak Chief Communications & Marketing 164975 24651 0 0 0 0 0 0 0 0 164975 24651 0 0 Latitia Drake MDM Sr VP Publishing 161829 24181 0 0 0 0 0 0 0 0 161829 24181 0 0 Alexander Hendrie Assoc VP - Government 159465 23828 0 0 0 0 0 0 0 0 159465 23828 0 0 Carol Walsh Chief Operations Officer 152523 22791 0 0 0 0 0 0 0 0 152523 22791 0 0 Form 990, Part VI, Section A, line 7a The full voting active members elect the members of the governing body when vacancies arise. Form 990, Part VI, Section A, line 8b The committees of the board of directors do not have the authority to act on behalf of the governing body. Therefore, documentation of committee meetings is evidenced through minutes of the board of directors meetings. Form 990, Part VI, Section B, line 11b The process for review of Form 990 prior to filing is a senior management function. Is is reviewed by both the president and top financial official. Form 990, Part VI, Section B, line 12c The conflict of interest policy is known by all officers and directors. The organization relies upon the integrity and honesty of each member of governance and management. If the organization becomes aware of a conflict, it asks the individual(s) to recuse themselves. Form 990, Part VI, Section B, line 15 The process for determining compensation of top management and for other officers or key employees includes studies of surveys and reviewing other Form 990's for similar organizations. Form 990, Part VI, Section C, line 19 The organization's governing documents and financial statements are generally available to the public upon request. NAW Political Action Committee 1325 G Street NW Washington DC 200053134 030473905 Committed to the election of pro-growth, pro-free enterprise candidates DC 527 0 NAW Service Corporation 1325 G Street NW Washington DC 200053134 521260016 Facilitates NAW members obtaining high quality business services DC C 1261616 735276 1.00000 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 NAW Service Corporation A 11475 Cash paid NAW Service Corporation D 5629549 Ending balance NAW Service Corporation N 90772 Alloc by usage NAW Service Corporation O 1050202 Alloc by time