2024-11-13T10:56:38-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 430590389 WINE & SPIRITS WHOLESALERS OF AMERICA INC WINE 2023719792 805 15TH STREET NW 1120 WASHINGTON DC 20005 FRANCIS CREIGHTON PRESIDENT AND CEO 2023719792 2024-11-13 1 0 AARON M FOX P01365820 2022274000 2023 2024-10-15 13:58:12Z FRANCIS CREIGHTON 805 15TH STREET NW 1120 WASHINGTON DC 20005 33844673 0 X WWW.WSWA.ORG X 1943 MO ADVANCING THE INTERESTS OF WINE AND SPIRITS WHOLESALERS TO FACILITATE THE SUCCESS OF ITS MEMBERS AND THE ALCOHOL INDUSTRY. THE GOAL OF THE ASSOCIATION IS TO PROMOTE A RESPONSIBLE, ACCOUNTABLE AND CONSUMER-FRIENDLY SYSTEM OF DISTRIBUTION WHILE DELIVERING SIGNIFICANT VALUE TO ITS MEMBERS AND THE INDUSTRY. 14 13 34 140 0 0 0 0 8600505 13242457 -699419 -11947011 33001 91926 7934087 1387372 0 0 0 0 4860902 6172129 0 0 0 4555219 7794224 9416121 13966353 -1482034 -12578981 39701959 53330567 6495346 8041870 33206613 45288697 X ADVANCING THE INTERESTS OF WINE AND SPIRITS WHOLESALERS TO FACILITATE THE SUCCESS OF ITS MEMBERS AND THE ALCOHOL INDUSTRY. THE GOAL OF THE ASSOCIATION IS TO PROMOTE A RESPONSIBLE, ACCOUNTABLE AND CONSUMER-FRIENDLY SYSTEM OF DISTRIBUTION WHILE DELIVERING SIGNIFICANT VALUE TO ITS MEMBERS AND THE INDUSTRY. 0 0 GOVERNMENT AFFAIRS: THE ASSOCIATION'S GOVERNMENT AFFAIRS DEPARTMENT ADVOCATES SOUND AND EQUITABLE LEGISLATIVE MEASURES TO IMPROVE THE CONDITIONS UNDER WHICH WINE AND SPIRITS ARE SOLD AND DISTRIBUTED. MEETINGS AND EVENTS: MEETINGS AND EVENTS ARE HELD EACH YEAR TO ENCOURAGE GROWTH OF WHOLESALERS AND THE ALCOHOL INDUSTRY, PROMOTE THE VALUE OF WHOLESALERS, EDUCATE THE INDUSTRY ON A NUMBER OF IMPORTANT TOPICS, AND PROMOTE SOCIAL INITIATIVES SUCH AS RESPONSIBLE DRINKING AND DEI. PUBLIC AFFAIRS: THE ASSOCIATION'S COMMUNICATIONS DEPARTMENT WORKS TO COMMUNICATE THE VALUE OF ALCOHOL WHOLESALERS AND IMPORTANCE OF A STRONG ALCOHOL SUPPLY CHAIN. IT ALSO PROMOTES RESPONSIBILITY, AS WELL AS THE ASSOCIATION'S POSITIONS ON ISSUES, PROGRAMS, EXPERTISE, AND SERVICES. 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 56 0 1 34 1 0 0 0 0 1 1 0 0 0 X 14 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X REBECCA WALKER 2023719792 805 15TH STREET NW 1120 WASHINGTON DC 20005 FRANCIS CREIGHTON PRESIDENT & CEO 40.00 1.00 X X 592139 0 83620 DOUGLAS SHAW CHAIRMAN 2.00 0.00 X 0 0 0 DINA OPICI VICE CHAIRMAN 2.00 0.00 X 0 0 0 BARKLEY STUART SECRETARY 2.00 0.00 X 0 0 0 CUTTER SMITH TREASURER 2.00 0.00 X 0 0 0 STEVEN BECKER BOARD MEMBER 2.00 1.00 X 0 0 0 THOMAS COLE BOARD MEMBER 2.00 0.00 X 0 0 0 ROBERT HARMELIN BOARD MEMBER 2.00 1.00 X 0 0 0 STAN HASTINGS BOARD MEMBER 2.00 1.00 X 0 0 0 MICHAEL HERTZ BOARD MEMBER 2.00 0.00 X 0 0 0 RYAN MOSES BOARD MEMBER 2.00 0.00 X 0 0 0 LACEY SADOFF BOARD MEMBER 2.00 0.00 X 0 0 0 AMY BARRIAULT BOARD MEMBER 2.00 0.00 X 0 0 0 DANIEL WIRTZ BOARD MEMBER 2.00 0.00 X 0 0 0 DAWSON HOBBS EVP, GOV AFFAIRS 40.00 0.00 X 349193 0 24933 JACOB E HEGEMAN SVP, LEGAL & GENERAL COUNSEL 40.00 0.00 X 275351 0 14683 ARIANNE MASSEY SVP, FINANCE & ADMIN 40.00 0.00 X 235975 0 31962 KARI LANGERMAN SVP, MEETINGS & EVENTS 40.00 0.00 X 195769 0 12004 MICHAEL BILELLO EVP, STRATEGIC COMM & MKTG 40.00 0.00 X 305183 0 32981 CATHERINE MCDANIEL SVP, MEMBER ADVOCACY 40.00 0.00 X 244441 0 42433 CODY TUCKER VP, FEDERAL AFFAIRS 40.00 0.00 X 222600 0 25341 DWAYNE CARSON SR. DIRECTOR, GOV AFFAIRS 40.00 0.00 X 186496 0 18866 CHELSEA CRUCITTI VP, STATE AFFAIRS 40.00 0.00 X 184449 0 15114 2791596 0 301937 13 0 1 0 PRODUCTION RESOURCE GROUP 539 TEMPLE HILL RD NEW WINDSOR NY 125535533 EVENT PRODUCTION 1023299 VERMONT INFORMATION PROCESSING 402 WATERTOWER CIRCLE COLCHESTER VT 05446 DATA MANAGEMENT 424000 SHEPARD EXPOSITION SERVICES INC 1424 HILLS PLACE ATLANTA GA 30318 EXPOSITION MANAGEMENT 224236 MATTIA STUDIO LLC 8358 ROTHMAN ALY ORLANDO FL 32827 DESIGN 190950 WIZARD CONNECTION INC 6855 PRESIDENTS DRIVE SUITE 100 ORLANDO FL 32809 EVENT DECOR 143830 8 MEMBERSHIP DUES 424000 8200426 8200426 ANNUAL CONVENTION 424000 4312431 4312431 PUBLICATIONS 424000 729600 729600 13242457 998398 998398 24807 24807 19511892 32457301 -12945409 -12945409 -12945409 MISCELLANEOUS INCOME 900099 67119 67119 67119 1387372 13242457 0 -11855085 X 1815629 3437966 201125 381949 335460 108094 166666 199570 1684727 90343 250323 80749 464905 800870 3134080 126729 30039 MEMBERSHIP DUES 461248 MISCELLANEOUS EXPENSE 123306 BAD DEBT EXPENSE 72575 13966353 3024796 6155124 164059 155122 424175 1243508 2573949 2008999 623344 564950 30690628 42094389 1205354 0 3569603 3117474 39701959 53330567 880399 1382841 1149280 2577239 4465667 4081790 6495346 8041870 X 33206613 45288697 33206613 45288697 39701959 53330567 -12578981 24661065 0 X 0 1 X 1 0 115540 0 115540 115540 1 REPUBLICAN ATTORNEYS GENERAL ASSOCIATION 1747 PENNSYLVANIA AVE SUITE 800 WASHINGTON DC 20006 464501717 50000 REPUBLICAN STATE LEADERSHIP COMMITTEE 1800 DIAGONAL ROAD SUITE 230 ALEXANDRIA VA 22314 050532524 25000 DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION 1350 I STREET NW SUITE 300 WASHINGTON DC 20005 134220019 15540 DEMOCRATIC LEGISLATIVE CAMPAIGN COMMITTEE 499 S CAPITAL STREET SW SUITE 103 WASHINGTON DC 20003 421870839 25000 0 0 1 8200426 1349790 -584386 765404 1640085 -874681 PART I-A, LINE 1: CONTRIBUTIONS TO OTHER ORGANIZATIONS FOR SECTION 527 EXEMPT FUNCTION ACTIVITY PURPOSES. 1051390 602952 448438 276524 242275 34249 1246035 1163772 82263 564950 RIGHT OF USE - LEASE 3062817 LIFE INSURANCE - CASH SURRENDER VALUE 54657 3117474 LEASE LIABILITY 3960967 DEFERRED COMPENSATION 54657 DUE TO RELATED 66166 4081790 X PART X, LINE 2: THE ASSOCIATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN FASB ASC TOPIC 740, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. 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. 0 REPUBLICAN ATTORNEYS GENERAL ASSOCIATION 1747 PENNSYLVANIA AVE SUITE 800 WASHINGTON DC 20006 464501717 527 50000 0 GENERAL SUPPORT REPUBLICAN STATE LEADERSHIP COMMITTEE 1800 DIAGONAL ROAD SUITE 230 ALEXANDRIA VA 22314 050532524 527 25000 0 GENERAL SUPPORT DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION 1350 I STREET NW SUITE 300 WASHINGTON DC 20005 134220019 527 15540 0 GENERAL SUPPORT DEMOCRATIC LEGISLATIVE CAMPAIGN COMMITTEE 499 S CAPITAL STREET SW SUITE 103 WASHINGTON DC 20003 421870839 527 25000 0 GENERAL SUPPORT 0 4 X 1 1 X X X 0 0 0 FRANCIS CREIGHTON PRESIDENT & CEO 592139 0 0 0 0 0 59900 0 23720 0 675759 0 0 0 DAWSON HOBBS EVP, GOV AFFAIRS 324193 0 25000 0 0 0 9900 0 15033 0 374126 0 0 0 MICHAEL BILELLO EVP, STRATEGIC COMM & MKTG 285183 0 20000 0 0 0 9900 0 23081 0 338164 0 0 0 JACOB E HEGEMAN SVP, LEGAL & GENERAL COUNSEL 255351 0 20000 0 0 0 8354 0 6329 0 290034 0 0 0 CATHERINE MCDANIEL SVP, MEMBER ADVOCACY 219441 0 25000 0 0 0 7638 0 34795 0 286874 0 0 0 ARIANNE MASSEY SVP, FINANCE & ADMIN 210975 0 25000 0 0 0 7637 0 24325 0 267937 0 0 0 CODY TUCKER VP, FEDERAL AFFAIRS 207600 0 15000 0 0 0 6739 0 18602 0 247941 0 0 0 KARI LANGERMAN SVP, MEETINGS & EVENTS 175769 0 20000 0 0 0 5873 0 6131 0 207773 0 0 0 DWAYNE CARSON SR. DIRECTOR, GOV AFFAIRS 186496 0 0 0 0 0 5700 0 13166 0 205362 0 0 0 CHELSEA CRUCITTI VP, STATE AFFAIRS 169449 0 15000 0 0 0 5673 0 9441 0 199563 0 0 0 PART I, LINE 1A WSWA PAYS MONTHLY HEALTH/SOCIAL CLUB DUES FOR THE FOLLOWING PERSONS: CATHERINE MCDANIEL, DAWSON HOBBS, DWAYNE CARSON, FRANCIS CREIGHTON, AND CODY TUCKER. THESE PAYMENTS ARE NOT REPORTED AS TAXABLE COMPENSATION TO THE EMPLOYEE. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION'S MEMBERS CONSIST OF COMPANIES THAT PAY MEMBERSHIP DUES TO WSWA. FORM 990, PART VI, SECTION A, LINE 7A EXECUTIVE COMMITTEE HAS THE POWER TO APPROVE NEW MEMBER COMPANIES AND, CONSEQUENTLY, NEW BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION 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 B, LINE 15 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 C, LINE 19 THE ASSOCIATION'S FORM 990 IS AVAILABLE AT THE ASSOCIATION'S OFFICE. GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ASSOCIATION'S OFFICE. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES 1,403,737. AUDIO/VISUAL 62,569. DESIGN 198,318. PAYROLL EXPENSE 19,108. EDITORIAL/FREELANCE/PROOFING 995. WSWA SERVICES LLC 805 15TH STREET NW SUITE 1120 WASHINGTON DC 20005 473912041 ALCOHOL E-COMMERCE THAT SUPPORTS THE THREE-TIER SYSTEM DC 699850 1438203 WINE & SPIRITS WHOLESALERS OF AMERICA INC WSWA EDUCATIONAL FOUNDATION INC 805 15TH STREET NW SUITE 1120 WASHINGTON DC 20005 261933101 FUNDING INDUSTRY RESEARCH AND PROVIDING COLLEGE SCHOLARSHIPS DC 501(C)(3) LINE 7 WINE & SPIRITS WHOLESALERS OF AMERICA INC 1 WINE & SPIRITS WHOLESALERS OF AMERICA POLITICAL ACTION COMMITTEE 805 15TH STREET NW SUITE 430 WASHINGTON DC 20005 521233461 ADVOCATE POLITICAL INTERESTS OF WINE & SPIRITS WHOLESALERS OF AMERICA, INC. DC 527 WINE & SPIRITS WHOLESALERS OF AMERICA INC 1 PROJECT 21 805 15TH STREET NW SUITE 1120 WASHINGTON DC 20005 861283312 GRASSROOTS DC 501(C)(4) WINE & SPIRITS WHOLESALERS OF AMERICA INC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1