2024-11-13T14:23:40-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 261933101 WSWA EDUCATIONAL FOUNDATION INC WSWA 2023719792 805 15TH STREET NW 1120 WASHINGTON DC 20005 FRANCIS CREIGHTON SECRETARY 2023719792 2024-11-13 1 1 AARON M FOX P01365820 2022274000 2023 2024-10-15 13:58:12Z FRANCIS CREIGHTON 805 15TH STREET NW 1120 WASHINGTON DC 20005 240275 0 X WWW.WSWA.ORG/PARTICIPATE/MEMBER-PROGRAMS/ED X 2008 DC TO SUPPORT EDUCATION, INDUSTRY RESEARCH, AND RESPONSIBLE ALCOHOL CONSUMPTION. 8 7 0 7 0 0 82676 221159 0 0 7691 19116 0 0 90367 240275 126000 118000 0 0 0 0 0 0 0 77090 882 203090 118882 -112723 121393 1031323 1099270 70340 18075 960983 1081195 TO SUPPORT EDUCATION, INDUSTRY RESEARCH, AND RESPONSIBLE ALCOHOL CONSUMPTION. 0 0 118882 118000 221160 COLLEGE SCHOLARSHIPS TOTALING $118,000 WERE AWARDED TO FIFTY THREE (53) TALENTED, COLLEGE-GOING DEPENDENTS OF WSWA MEMBER COMPANY EMPLOYEES. 118882 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X REBECCA WALKER 2023719792 805 15TH STREET NW 1120 WASHINGTON DC 20005 FRANCIS CREIGHTON SECRETARY 1.00 40.00 X X 0 592139 83620 ROBERT LIPMAN PRESIDENT 1.00 X X 0 0 0 STEVEN BECKER VICE PRESIDENT 1.00 2.00 X X 0 0 0 BOBBY HARMELIN TREASURER 1.00 2.00 X X 0 0 0 JAY COLSTON III DIRECTOR 1.00 X 0 0 0 STAN HASTINGS DIRECTOR 1.00 2.00 X 0 0 0 RICHARD LEVENTHAL DIRECTOR 1.00 2.00 X 0 0 0 CHARLES MERINOFF DIRECTOR 1.00 X 0 0 0 0 592139 83620 1 0 1 0 0 221159 221159 19116 19116 240275 0 0 19116 118000 118000 648 648 154 154 LICENSES & FEES 80 80 118882 118882 0 0 1031323 1033714 65556 1031323 1099270 70340 18075 70340 18075 X 960983 1081195 960983 1081195 1031323 1099270 121393 -1181 0 X 0 1 X 1 0 X 97717 118255 387500 82676 221159 907307 97717 118255 387500 82676 221159 907307 340172 567135 8867 5480 8453 7691 19116 49607 956914 0.59270 0.57760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE ASSOCIATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 EDUCATIONAL SCHOLARSHIPS 49 98000 ROBERT QUALLS SCHOLARSHIP 4 20000 PART I, LINE 2: THE SCHOLARSHIP IS ONLY OPEN TO CHILDREN (OF FULL-TIME EMPLOYEES OF MEMBER COMPANIES) THAT ARE PURSUING A 2- OR 4-YEAR UNDERGRADUATE PROGRAM. APPLICANTS COMPLETE AN APPLICATION LISTING BASIC INFORMATION ABOUT THEMSELVES AND THEIR ACADEMIC PURSUITS. THEY ALSO WRITE AN ESSAY (NO MORE THAN 2 PAGES) ON WHY THEY DESERVE A SCHOLARSHIP. THEY ALSO HAVE TO PROVIDE A COPY OF THEIR TRANSCRIPT. THE COMPLETE APPLICATIONS (AS LISTED ABOVE) ARE SENT TO A GROUP OF INDEPENDENT, VOLUNTEER JUDGES NONE OF WHICH ARE CONNECTED TO THE INDUSTRY. EACH COMPLETE APPLICATION IS ASSIGNED A SCORE, AND THE STUDENTS WITH THE HIGHEST CUMULATIVE SCORES RECEIVE A SCHOLARSHIP. 0 0 0 0 0 0 0 0 0 FRANCIS CREIGHTON SECRETARY 0 592139 0 0 0 0 0 59900 0 23720 0 675759 0 0 PART I, LINE 3 THE FOUNDATION DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF THE WINE & SPIRITS WHOLESALERS OF AMERICA, INC., A RELATED ORGANIZATION EXEMPT UNDER SECTION 501(C)(6). THE ASSOCIATION'S EXECUTIVE COMMITTEE ANNUALLY REVIEWS COMPENSATION FOR TOP MANAGEMENT OFFICIALS. THE ASSOCIATION REVIEWS RELEVANT BENCHMARKING SURVEYS OF COMPARABLE JOBS BOTH WITHIN AND OUTSIDE THE INDUSTRY IN THE WASHINGTON, D.C. AREA. FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION'S GOVERNING BODY DOES NOT HAVE ANY COMMITTEES. THE ENTIRE BOARD OF DIRECTORS ACTS ON BEHALF OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY RECEIVES A COPY OF THE FEDERAL FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION MAINTAINS OPEN COMMUNICATIONS BETWEEN DIRECTORS AND EMPLOYEES. WHEN POTENTIAL CONFLICTS ARE DISCOVERED, TOP MANAGEMENT ASSESSES THE SITUATION. IF A CONFLICT EXISTS, THE PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FEDERAL FORM 990 IS AVAILABLE AT THE ORGANIZATION'S OFFICE. GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE. WINE & SPIRITS WHOLESALERS OF AMERICA INC 805 15TH STREET NW SUITE 1120 WASHINGTON DC 20005 430590389 TO ADVANCE THE INTERESTS OF WINE AND SPIRITS WHOLESALERS MO 501(C)(6) N/A NONE 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0