2014-11-10T09:40:43-06:00 2013-12-31 ARONSON LLC 805 KING FARM BLVD 3RD FLOOR ROCKVILLE MD 20850 990 2013-01-01 361521005 NATIONAL BEER WHOLESALERS ASSOCIATION INC % REBECCA SPICER NATI 7036834300 1101 KING STREET Suite 600 ALEXANDRIA VA 22314 craig purser president 7036834300 2014-10-31 true Craig Stevens CPA P00177781 7036834300 2013 2015-11-30 17:44:51Z CRAIG PURSER 1101 KING STREET 600 ALEXANDRIA VA 22314 25115685 false X WWW.NBWA.ORG X 1938 VA TO PROVIDE LEADERSHIP WHICH ENHANCES STATE BASED ALCOHOL REGULATION AND THE PUBLIC INTEREST 60 60 27 64 0 0 0 11354988 13175584 514832 891478 650 1100 11870470 14068162 0 0 0 0 4671565 4795363 0 0 0 6971148 7244734 11642713 12040097 227757 2028065 19839690 22653523 5910871 5840776 13928819 16812747 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. false false 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. 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. NBWA PROVIDES LEGAL COUNSEL AND GUIDANCE TO ITS MEMBERS IN RESPONSE TO LITIGATION PERTINENT TO BEER DISTRIBUTION BUSINESSES AND STATE-BASED ALCOHOL REGULATION. false false false true false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false true true false false true 50 0 true 27 true false false false false false false X 60 60 false false false false true true false true true false false false true true true true true true true false X REBECCA SPICER 7036834300 1101 KING STREET SUITE 600 ALEXANDRIA VA 22314 Travis Markstein treasurer 5.0 X X ROBERT ARCHER immediate past chairman 5.0 X X GREG LAMANTIA chairman 10.0 X X Michael Schilleci DIRECTOR 1.0 X christopher clements DIRECTOR 1.0 X Heath Sutherland DIRECTOR 1.0 X Grant Deary III DIRECTOR 1.0 X Laura MARKSTEIN DIRECTOR 1.0 X michael cadez DIRECTOR 1.0 X Eric Filardi DIRECTOR 1.0 X Robert Tigani DIRECTOR 1.0 X Bob Bush DIRECTOR 1.0 X William Fields DIRECTOR 1.0 X Robert Nichols DIRECTOR 1.0 X james bourque DIRECTOR 1.0 X William Burke DIRECTOR 1.0 X Sean Butler DIRECTOR 1.0 X michael bamonti DIRECTOR 1.0 X PAUL BERTUCCI Secretary 5.0 X X Brian Gelner DIRECTOR 1.0 X John Decker DIRECTOR 1.0 X Harry Hoch Jr DIRECTOR 1.0 X Patrick Blach DIRECTOR 1.0 X michael mcginn DIRECTOR 1.0 X Christopher Natale DIRECTOR 1.0 X Keith Hartnett DIRECTOR 1.0 X Paul Vukelic DIRECTOR 1.0 X W R TRUITT DIRECTOR 1.0 X Randy Christianson DIRECTOR 1.0 X James Matesich DIRECTOR 1.0 X gordon green DIRECTOR 1.0 X DONALD LEWIS DIRECTOR 1.0 X michael gretz DIRECTOR 1.0 X KENNETH MANCINI DIRECTOR 1.0 X james yahnis DIRECTOR 1.0 X Steve Fisher DIRECTOR 1.0 X Charles Hand Jr DIRECTOR 1.0 X Mike Hopkings JR DIRECTOR 1.0 X Phil Meacham DIRECTOR 1.0 X terrence white director 1.0 X David Farrell DIRECTOR 1.0 X Linda Lawrence Dalton DIRECTOR 1.0 X Craig Stein DIRECTOR 1.0 X G CASEY HILL DIRECTOR 1.0 X steven frank DIRECTOR 1.0 X CARROL ORRISON DIRECTOR 1.0 X tom mangels director 1.0 X john williams director 1.0 X e howard young director 1.0 X l thornton edwards director 1.0 X paul koerner director 1.0 X adam vitale director 1.0 X stanley ziherl director 1.0 X bill wallace director 1.0 X Eric Best Vice Chairman 5.0 X X Keith Hedinger Director - appointed 1.0 X Robert J Burke Jr Director 1.0 X John Sheehan Director - appointed 1.0 X John Dickerson Legal Review Chair 1.0 X George O'Connor audit chair 1.0 X ann magruder director 1.0 X CRAIG PURSER PRESIDENT 50.0 X 808709 0 274725 KIMBERLY MCKINNISH CHIEF FINANCIAL OFFICER 50.0 X 197161 0 46666 MICHAEL JOHNSON EVP 50.0 X 210872 0 39973 PAUL PISANO SR VP & general counsel 50.0 X 306603 0 55485 PATRICIA ROUZIE VP MEMBERSHIP & MEETINGS 50.0 X 211405 0 35623 REBECCA SPICER VP PUBLIC AFFAIRS 50.0 X 209004 0 41777 holly lass sr director legislative affrs 50.0 X 188751 0 45874 2132505 0 540123 7 false true false WILLARD FINDLEY CONSULTING 1172 S DIXIE HIGHWAY SUITE 184 MIAMI FL 33146 LEGAL CONSULTANT 612500 freeman audio visual solutions po box 650519 DALLAS TX 75265 TRADE SHOW SERVICES 284443 STRATACOMM ONE THOMAS CIRCLE NW WASHINGTON DC 20005 CONSULTING 300000 Mehlman Vogel Castagnetti Inc 1341 G St NW WASHINGTON DC 20005 CONSULTING 240000 Raffaniello Associates 325 7th St Ste 400 WASHINGTON DC 20004 consulting 240000 5 0 DUES AND ASSESSMENTS 900099 10357048 10357048 CONVENTION / TRADESHOW 900099 2582878 2582878 LEGISLATIVE CONFERENCE 900099 184965 184965 MEMBER SERVICES 900099 50693 50693 13175584 465229 465229 0 1100 1100 0 0 0 11473772 11047523 426249 426249 426249 0 0 0 0 14068162 13175584 892578 0 0 0 0 1327261 0 2639405 286570 350877 191250 0 922489 38069 480000 0 38992 539304 202665 172409 160663 0 187165 728707 0 2189086 2701 0 146295 43460 AUDIO/VIDEO PRODUCTION/WEBSITE 214731 AWARDS & RECOGNITION 111023 PERSONAL PROPERTY TAXES 10733 INDUSTRY MEMBERSHIP DUES 358417 697825 12040097 144760 276560 2981881 3619234 0 0 50508 63335 0 0 0 0 0 0 0 0 186715 184569 2946797 1493609 1545431 1453188 14587464 16429722 0 0 0 0 0 0 342931 626915 19839690 22653523 679059 562153 0 0 4835667 4613393 0 0 0 0 0 0 0 0 0 0 396145 665230 5910871 5840776 X 13928819 16812747 0 0 0 0 13928819 16812747 19839690 22653523 2028065 855863 X false true X true false false false true 10357048 1013759 -7291623 -6277864 207141 -6485005 2145624 867818 1277806 605079 470333 134746 196094 155458 40636 1453188 0 CAPITAL LEASE OBLIGATIONS 38315 PENSION PLAN DEFERRALS 626915 665230 X 14885033 855863 855863 14029170 38992 38992 14068162 12001105 12001105 38992 38992 12040097 Part X line 2 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, 2013, 2012 and 2011, 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, 2010 through the current year remain open for examination by tax authorities. Currently, there are no examinations in process. X X X true true X X X X X X false true false CRAIG PURSER PRESIDENT 650989 0 154375 0 3345 0 251000 0 23725 0 1083434 0 0 0 MICHAEL JOHNSON EVP 195395 0 0 0 15477 0 27467 0 12506 0 250845 0 0 0 PAUL PISANO SR VP & general counsel 260776 0 35000 0 10827 0 33500 0 21985 0 362088 0 0 0 PATRICIA ROUZIE VP MEMBERSHIP & MEETINGS 193089 0 10000 0 8316 0 27037 0 8586 0 247028 0 0 0 REBECCA SPICER VP PUBLIC AFFAIRS 188984 0 16000 0 4020 0 26615 0 15162 0 250781 0 0 0 KIMBERLY MCKINNISH CHIEF FINANCIAL OFFICER 175332 0 21000 0 829 0 24883 0 21783 0 243827 0 0 0 holly lass sr director legislative affrs 170127 0 15000 0 3624 0 24092 0 21782 0 234625 0 0 0 part i line 1a 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. part i line 4b 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: $217,000. Withdrawal: $0. 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 3 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 2012, 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. THE CENTER FOR ALCOHOL POLICY 1101 KING STREET SUITE 600A ALEXANDRIA VA 22314 541989413 EDUCATION VA 501(c)(3) box 11 NA true NATIONAL BEER WHOLESALERS ASSOC PAC 1101 KING STREET SUITE 600 ALEXANDRIA VA 22314 541341212 PAC VA 527 N/A NA true false false false false false false false false false false false false true true false true false false no transactions above threshhold