NATIONAL BEER WHOLESALERS ASSOCIATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL BEER WHOLESALERS ASSOCIATION INC (EIN 36-1521005)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-09
- IRS object ID
- 201513139349301491
- Schema version
- 2014v5.0
- 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 | 2015-11-09T11:24:04-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 805 KING FARM BLVD 3RD FLOOR | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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) |
|---|---|---|
| In Care Of | % REBECCA SPICER | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 7036834300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 KING STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | craig purser | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 7036834300 | PhoneNum |
| Signature | 2015-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Craig Stevens CPA | PreparerPersonNm |
| PTIN | P00177781 | PTIN |
| Phone | 3012316200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CRAIG PURSER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 KING STREET 600 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,611,574 | 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 WHICH ENHANCES STATE BASED ALCOHOL REGULATION AND THE PUBLIC INTEREST | ActivityOrMissionDesc |
| Voting Members Governing Body | 61 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 61 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 64 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,175,584 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,109,175 | CYProgramServiceRevenueAmt |
| PY Investment Income | $891,478 | PYInvestmentIncomeAmt |
| CY Investment Income | $501,349 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,100 | PYOtherRevenueAmt |
| CY Other Revenue | $1,050 | CYOtherRevenueAmt |
| PY Total Revenue | $14,068,162 | PYTotalRevenueAmt |
| CY Total Revenue | $12,611,574 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,795,363 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,328,876 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,244,734 | PYOtherExpensesAmt |
| CY Other Expenses | $7,268,337 | CYOtherExpensesAmt |
| PY Total Expenses | $12,040,097 | PYTotalExpensesAmt |
| CY Total Expenses | $12,597,213 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,028,065 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,361 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,653,523 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,496,568 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,840,776 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,479,341 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,812,747 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,017,227 | 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 CONDUCTS GOVERNMENT RELATIONS AT THE FEDERAL, STATE, AND LOCAL LEVELS TO EDUCATE REGULATORS, LAWMAKERS, AND OTHER KEY DECISION MAKERS ABOUT THE IMPORTANT ROLE OF BEER DISTRIBUTORS AND THE EFFECTIVE SYSTEM OF STATE-BASED ALCOHOL REGULATION IN PRESERVING THE PUBLIC HEALTH AND AN ORDERLY MARKETPLACE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NBWA PROVIDES SERVICES TO ITS MEMBERS INCLUDING A COMPREHENSIVE INSURANCE PROGRAM, FUEL HEDGING 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) |
|---|---|---|
| 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | 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 | false | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 27 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 61 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 61 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA SPICER | PersonNm |
| 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 | 22314 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (68 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Travis Markstein | ||||||||
| treasurer | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT ARCHER | ||||||||
| immediate past chairman | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GREG LAMANTIA | ||||||||
| chairman | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Michael Schilleci | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| christopher clements | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Heath Sutherlin | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Grant Deary III | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Laura MARKSTEIN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| michael cadez | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Eric Filardi | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert Tigani | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Bob Bush | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| William Fields | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert Nichols | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| james bourque | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| William Burke | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sean Butler | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| michael bamonti | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PAUL BERTUCCI | ||||||||
| Secretary | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Brian Gelner | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John Decker | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Harry Hoch Jr | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Patrick Blach | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| michael mcginn | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Christopher Natale | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Keith Hartnett | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Paul Vukelic | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| W R TRUITT | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Randy Christianson | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| James Matesich | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| gordon green | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DONALD LEWIS | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| michael gretz | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH MANCINI | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| james yahnis | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Steve Fisher | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Charles Hand Jr | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mike Hopkings JR | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Phil Meacham | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| terrence white | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David Farrell | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Linda Lawrence Dalton | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Craig Stein | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| G CASEY HILL | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| steven frank | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CARROL ORRISON | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| tom mangels | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| john williams | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| e howard young | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| l thornton edwards | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| paul koerner | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| adam vitale | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| stanley ziherl jr | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| bill wallace | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Eric Best | ||||||||
| Vice Chairman | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Keith Hedinger | ||||||||
| Director - appointed | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert J Burke Jr | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John Sheehan | ||||||||
| Director - appointed | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John Dickerson jr | ||||||||
| Legal Review Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| George O'Connor | ||||||||
| audit chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ann magruder | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG PURSER | ||||||||
| PRESIDENT | 50.0 | 0.0 | Yes (X) | $877,074 | $0 | $277,236 | ||
| KIMBERLY MCKINNISH | ||||||||
| CHIEF FINANCIAL OFFICER | 50.0 | 0.0 | Yes (X) | $207,087 | $0 | $50,155 | ||
| Laurie Knight | ||||||||
| EVP & Chief Advocacy | 50.0 | 0.0 | $520,039 | $0 | $60,779 | Yes (X) | ||
| PAUL PISANO | ||||||||
| SR VP & general counsel | 50.0 | 0.0 | $317,555 | $0 | $57,996 | Yes (X) | ||
| PATRICIA ROUZIE | ||||||||
| VP MEMBERSHIP & MEETINGS | 50.0 | 0.0 | $221,001 | $0 | $37,643 | Yes (X) | ||
| REBECCA SPICER | ||||||||
| VP PUBLIC AFFAIRS | 50.0 | 0.0 | $232,326 | $0 | $45,703 | Yes (X) | ||
| holly lass | ||||||||
| sr director legislative affrs | 50.0 | 0.0 | $195,896 | $0 | $48,998 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,570,978 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $578,510 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | 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 |
|---|---|---|---|---|---|
| WILLARD FINDLEY CONSULTING | |||||
| 1172 S DIXIE HIGHWAY SUITE 184 | MIAMI | FL | 33146 | LEGAL CONSULTANT | $612,500 |
| freeman audio visual solutions | |||||
| po box 650519 | DALLAS | TX | 75265 | TRADE SHOW SERVICES | $249,959 |
| STRATACOMM | |||||
| ONE THOMAS CIRCLE NW | WASHINGTON | DC | 20005 | CONSULTING | $300,000 |
| Mehlman Vogel Castagnetti Inc | |||||
| 1341 G St NW | WASHINGTON | DC | 20005 | CONSULTING | $240,000 |
| Raffaniello Associates | |||||
| 325 7th St Ste 400 | WASHINGTON | DC | 20004 | consulting | $240,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DUES AND ASSESSMENTS | 900099 | $10,504,631 | $10,504,631 |
| CONVENTION / TRADESHOW | 900099 | $1,333,605 | $1,333,605 |
| LEGISLATIVE CONFERENCE | 900099 | $218,050 | $218,050 |
| MEMBER SERVICES | 900099 | $52,889 | $52,889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,109,175 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $501,349 | TotalRevenueColumnAmt |
| Exclusion | $501,349 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,050 | TotalRevenueColumnAmt |
| Exclusion | $1,050 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,611,574 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,109,175 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $502,399 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,411,552 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,021,647 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,657 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,723 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,297 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $913,122 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,181 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480,000 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,521 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,153 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,249 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,209 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,899 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,699 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $729,836 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,944,143 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,817 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,221 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,514 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| AUDIO/VIDEO PRODUCTION/WEBSITE | $236,447 |
| AWARDS & RECOGNITION | $102,135 |
| PERSONAL PROPERTY TAXES | $12,177 |
| INDUSTRY MEMBERSHIP DUES | $361,790 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $782,224 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,597,213 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,560 | BOYAmt |
| EOY | $670,856 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,619,234 | BOYAmt |
| EOY | $3,041,117 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,335 | BOYAmt |
| EOY | $71,170 | 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 |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,569 | BOYAmt |
| EOY | $314,147 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,031,338 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,571,524 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,453,188 | BOYAmt |
| EOY | $1,459,814 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,429,722 | BOYAmt |
| EOY | $17,045,614 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $626,915 | BOYAmt |
| EOY | $893,850 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,653,523 | BOYAmt |
| EOY | $23,496,568 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,153 | BOYAmt |
| EOY | $724,894 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,613,393 | BOYAmt |
| EOY | $4,838,077 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $665,230 | BOYAmt |
| EOY | $916,370 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,840,776 | BOYAmt |
| EOY | $6,479,341 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,812,747 | BOYAmt |
| EOY | $17,017,227 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,812,747 | BOYAmt |
| EOY | $17,017,227 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,653,523 | BOYAmt |
| EOY | $23,496,568 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $14,361 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $190,119 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (true) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $10,504,631 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $1,280,728 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$6,485,005 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | -$5,204,277 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $210,092 | AggregateReportedDuesNtcAmt |
| Carried Over | -$5,414,369 | CarriedOverAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,154,679 | OtherCostOrOtherBasisAmt |
| Depreciation | $943,602 | DepreciationAmt |
| Book Value | $1,211,077 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $658,821 | OtherCostOrOtherBasisAmt |
| Depreciation | $460,243 | DepreciationAmt |
| Book Value | $198,578 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $217,838 | OtherCostOrOtherBasisAmt |
| Depreciation | $167,679 | DepreciationAmt |
| Book Value | $50,159 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,459,814 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATIONS | $22,520 |
| PENSION PLAN DEFERRALS | $893,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $916,370 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,758,172 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $190,119 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $190,119 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,568,053 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $43,521 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $43,521 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,611,574 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,553,692 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $12,553,692 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $43,521 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $43,521 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,597,213 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | fin 48 financial statement 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 NBWA's financial statements. As of December 31, 2014, 2013 and 2012, 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, 2011 through the current year remain open for examination by tax authorities. Currently, there are no examinations in process. | 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 PURSER | ||||||||||||||
| PRESIDENT | $694,378 | $0 | $175,000 | $0 | $7,696 | $0 | $251,300 | $0 | $25,936 | $0 | $1,154,310 | $0 | $0 | $0 |
| Laurie Knight | ||||||||||||||
| EVP & Chief Advocacy | $451,489 | $0 | $50,000 | $0 | $18,550 | $0 | $51,300 | $0 | $9,479 | $0 | $580,818 | $0 | $0 | $0 |
| PAUL PISANO | ||||||||||||||
| SR VP & general counsel | $271,326 | $0 | $35,000 | $0 | $11,229 | $0 | $33,800 | $0 | $24,196 | $0 | $375,551 | $0 | $0 | $0 |
| PATRICIA ROUZIE | ||||||||||||||
| VP MEMBERSHIP & MEETINGS | $201,326 | $0 | $11,000 | $0 | $8,675 | $0 | $28,239 | $0 | $9,404 | $0 | $258,644 | $0 | $0 | $0 |
| REBECCA SPICER | ||||||||||||||
| VP PUBLIC AFFAIRS | $210,837 | $0 | $17,000 | $0 | $4,489 | $0 | $29,600 | $0 | $16,103 | $0 | $278,029 | $0 | $0 | $0 |
| KIMBERLY MCKINNISH | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $184,209 | $0 | $22,000 | $0 | $878 | $0 | $26,127 | $0 | $24,028 | $0 | $257,242 | $0 | $0 | $0 |
| holly lass | ||||||||||||||
| sr director legislative affrs | $176,941 | $0 | $15,000 | $0 | $3,955 | $0 | $24,995 | $0 | $24,003 | $0 | $244,894 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| first class travel, spouse travel and health or social club dues | First class travel is allowed for the president and chairman of the board if the flights are longer than 3 hours. First class travel is used very infrequently. The president's spouse is required to attend all board of directors travel per his employment contract. The president's contract provides for social club dues as related to business entertainment. |
| supplemental nonqualified retirement plan | The Association sponsors non-qualified supplemental retirement plans for the president/CEO. 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: $217,500. Withdrawal: $0. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART vi section a line 6 | voting membership 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. |
| PART vi section a line 7a | 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. |
| PART vi section b line 11b | form 990 approval 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. |
| PART vi section b 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. |
| PART vi section b line 15b | salary evaluation 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 2014, 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. |
| PART vi section c line 19 | certain 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. |
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) | box 11 | NA | Yes (true) |
| NATIONAL BEER WHOLESALERS ASSOC PAC | ||||||||||
| 1101 KING STREET SUITE 600 | ALEXANDRIA | VA | 22314 | 541341212 | PAC | VA | 527 | N/A | 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 | false | 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 |
| 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 | no transactions above threshhold | BusinessNameLine1Txt |