WHOLESALE BEER & WINE ASSOCIATION OF OHIO INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WHOLESALE BEER & WINE ASSOCIATION OF OHIO INC (EIN 31-4341790)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-10-09
- IRS object ID
- 201322829349300347
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-10-09T15:10:00-05:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 314419361 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN GERLACH & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 WEST BROAD STREET SUITE 530 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 314341790 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHOLESALE BEER AND WINE ASSOC OF OHIO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WHOL | NameControl |
| Phone | 6142243500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 WEST BROAD ST NO 710 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN REMY | Name |
| Title | DIRECTOR OF ADMINISTRATION | Title |
| Phone | 6142243500 | Phone |
| Date Signed | 2013-10-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TJ CONGER CPA | Name |
| PTIN | P00068140 | PTIN |
| Phone | 6142242164 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES M MATESICH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 WEST BROAD ST NO 710 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2091027 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.WBWAO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1935 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O FOR A DESCRIPTION OF THE ORGANIZATION'S MISSION AND MOST SIGNIFICANT ACTIVITIES. 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1703541 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1647401 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 9290 | InvestmentIncomePriorYear |
| Investment Income Current Year | 23737 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 19752 | OtherRevenuePriorYear |
| Other Revenue Current Year | 20853 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1732583 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1691991 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 20315 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 16422 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 283194 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 366571 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1285270 | OtherExpensePriorYear |
| Other Expenses Current Year | 1371572 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1588779 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1754565 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 143804 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -62574 | RevenuesLessExpensesCY |
| Total Assets BOY | 615284 | TotalAssetsBOY |
| Total Assets EOY | 648899 | TotalAssetsEOY |
| Total Liabilities BOY | 160770 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 219555 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 454514 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 429344 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE ASSOCIATION PROVIDED MEMBERSHIP SERVICES, INFORMATION AND DATA IN RELATION TO THE BEER AND WINE INDUSTRY. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 14 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN REMY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6142243500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 WEST BROAD ST SUITE 710 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JIM MATESICH | |||||||
| PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | |
| VAIL MILLER JR | |||||||
| VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | |
| MIKE TRAMONTE | |||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 | |
| CURT MCCAMON | |||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 | |
| GARY GUAGENTI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KRIS KLEPPER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANDY PHILLIPS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOE SCHETZ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN REMY | |||||||
| DIRECTOR OF ADMINISTRATION | 28.00 | X | 79356 | 0 | 31154 | ||
| ANDREW HERF | |||||||
| VP OF LEGISLATIVE AFFAIRS | 37.50 | 150325 | 0 | 25101 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 229681 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 56255 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| J RICHARD LUMPE | |||||
| 37 WEST BROAD STREET SUITE 730 | COLUMBUS | OH | 43215 | LEGAL | 221690 |
| VORYS SATER SEYMOUR & PEASE | |||||
| 52 EASE GAY STREET | COLUMBUS | OH | 43215 | LEGAL | 108012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 1449901 | 1449901 |
| CONVENTION REVENUE | 900099 | 197500 | 197500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1647401 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20362 | TotalRevenueColumn |
| Exclusion | $20,362 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20853 | TotalRevenueColumn |
| Exclusion | $20,853 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 402411 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 399036 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3375 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3375 | TotalRevenueColumn |
| Exclusion | $3,375 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1691991 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1647401 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $44,590 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16422 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112974 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157504 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9816 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70233 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16044 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 318893 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 371033 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14572 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34864 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12925 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53705 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24581 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 278556 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3933 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7339 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| ISSUE 2 | 106650 |
| THREE TIER ISSUE | 48816 |
| PROXY TAX - LOBBYING | 44322 |
| DUES AND SUBSCRIPTIONS | 33013 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18370 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1754565 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63718 | BOY |
| EOY | 3492 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65499 | BOY |
| EOY | 35535 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 830 | BOY |
| EOY | 1074 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16813 | BOY |
| EOY | 9429 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 73605 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 65846 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11692 | BOY |
| EOY | 7759 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217804 | BOY |
| EOY | 207706 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 238902 | BOY |
| EOY | 383878 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26 | BOY |
| EOY | 26 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 615284 | BOY |
| EOY | 648899 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160020 | BOY |
| EOY | 172665 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 750 | BOY |
| EOY | 46890 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160770 | BOY |
| EOY | 219555 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 454514 | BOY |
| EOY | 429344 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 454514 | BOY |
| EOY | 429344 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 615284 | BOY |
| EOY | 648899 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -62574 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 37404 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
| Dues Assessments | 1449901 | DuesAssessments |
| Non Ded Lobby Political Current | 121991 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Total | 121991 | NonDedLobbyPoliticalTotal |
| Amount To Be Carried Over | 0 | AmountToBeCarriedOver |
| Taxable | $121,991 | TaxableAmount |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19250 | OtherCostOrOtherBasis |
| Depreciation | 16384 | Depreciation |
| Book Value | 2866 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 54355 | OtherCostOrOtherBasis |
| Depreciation | 49462 | Depreciation |
| Book Value | 4893 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7759 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MUTUAL FUNDS | Description |
| Book Value | 383878 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 383878 | TotalOfBookValueSecurities |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE ASSOCIATION HAS ADOPTED THE PROVISIONS OF THE FASB ASC RELATING TO UNCERTAIN TAX POSITIONS. THE ASSOCIATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. MANAGEMENT BELIEVES THE ASSOCIATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE OR LOCAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2008. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ASSISTANCE TO ORGANIZATIONS IS FOR UNRESTRICTED CHARITY USE. NO ONE ORGANIZATION RECEIVED MORE THAN $5,000 IN CONTRIBUTIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ANDREW HERF | NamePerson |
| Base Compensation Filing Org | 122825 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 27500 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 7865 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 17236 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 175426 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | SOCIAL CLUB DUES ARE PAID FOR THE VICE PRESIDENT OF LEGISLATIVE AFFAIRS. THE CLUB IS USED FOR BUSINESS PURPOSES, AND THE ORGANIZATION IS REIMBURSED IF ANY PERSONAL EXPENSES ARE INCURRED. |
| PART I, LINE 1B | THERE ISN'T A WRITTEN POLICY; HOWEVER, THE DIRECTOR OF ADMINISTRATION REVIEWS THE INVOICES AND NOTIFIES THE VICE PRESIDENT OF ANY PERSONAL CHARGES REQUIRING REIMBURSEMENT. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 11 | 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 XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 37,404. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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 TWO | INDIVIDUALS. THEIR COMPENSATION PACKAGE IS REVIEWED ANNUALLY BY AN INDEPENDENT BOARD OF DIRECTORS. ANY CHANGES TO COMPENSATION IS BASED ON THE BOARD'S REVIEW OF THE PRIOR YEAR'S PERFORMANCE AS WELL AS COMPARABILITY WITH INDUSTRY AVERAGES. | |
| FORM 990, PART VII, COLUMN (B), AVERAGE HOURS PER WEEK FOR RELATED | ORGANIZATION: THE VP OF LEGISLATIVE AFFAIRS AND THE DIRECTOR OF ADMINISTRATION SERVE AND WORK FOR A RELATED ORGANIZATION, THE BEER AND WINE PAC. THE AVERAGE HOURS PER WEEK DEVOTED TO THIS RELATED ORGANIZATION BY THESE INDIVIDUALS ARE AS FOLLOWS: THE VP OF LEGISLATIVE AFFAIRS, ANDREW HERF: 2.5 HOURS THE DIRECTOR OF ADMINISTRATION, SUE REMY: 12 HOURS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| BEER & WINE PAC | ||||||||||
| 37 W BROAD STREET SUITE 710 | 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 710 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEER & WINE PAC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | N | TransactionType |
| Amount Involved | 31323 | AmountInvolved |
| Method Of Amt Determination | PERCENTAGE OF WORK | MethodOfAmtDetermination |