2025-10-27T09:29:01-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2024-01-01 860074861 BEER AND WINE DISTRIBUTORS OF AZ BEER 6026928298 2141 E HIGHLAND AVENUE 105 PHOENIX AZ 85016 CHRIS OTZEN CHAIRMAN 6026928298 2025-10-23 1 0 COLETTE KAMPS P00367616 4808394900 2025-10-23 2024 2025-03-06 01:10:19Z X STEVE BARCLAY 2141 E HIGHLAND AVENUE 105 PHOENIX AZ 85016 268805 0 X WWW.BWDAZ.COM X 1944 AZ ADVOCATE ON BEHALF OF MEMBER COMPANIES IN LEGISLATIVE,REGULATORY,LEGAL & PUBLIC POLICY ARENAS. 9 9 0 14 0 0 0 0 221035 218588 4166 44109 0 0 225201 262697 78399 8665 0 0 0 0 0 0 0 203385 244231 281784 252896 -56583 9801 822075 904985 0 0 822075 904985 TO ADVOCATE ON BEHALF OF MEMBER COMPANIES IN THE LEGISLATIVE, REGULATORY, LEGAL AND PUBLIC POLICY ARENAS. 0 0 THE ASSOCIATION WORKS WITH LOCAL AND FEDERAL OFFICIALS TO DEVELOP POLICIES THAT ENSURE EQUITY AND FAIRNESS TO ITS MEMBERS IN THE BEER AND WINE DISTRIBUTION INDUSTRY. THE ASSOCIATION ENDORSES ETHICAL METHODS FOR DISTRIBUTING AND SELLING BEER AND WINE AND ACTIVELY PROMOTES RESPONSIBLE CONSUMPTION PRACTICES. THE ASSOCIATION ALSO WORKS CLOSELY WITH THE ARIZONA DEPARTMENT OF LIQUOR LICENSING AND CONTROL. DURING THE LAST SEVEN LEGISLATIVE SESSIONS, BWDA HAS LED AN INDUSTRY COALITION EFFORT TO SUCCESSFULLY ENACT LIQUOR OMNIBUS LEGISLATION TO STREAMLINE AND MODERNIZE ARIZONA'S THREE-TIER REGULATORY SYSTEM. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X STEVE BARCLAY 6026928298 2141 E HIGHLAND AVENUE 105 PHOENIX AZ 85016 X STEVEN C BARCLAY EXECUTIVE DIRECTOR 35.00 X X 0 0 0 CHRIS OTZEN CHAIRMAN 6.00 X X 0 0 0 LISA ZASHIN VICE CHAIRMAN 3.00 X X 0 0 0 RAVEN LINDEN TREASURER 4.00 X X 0 0 0 BRYAN PAUL SECRETARY 4.00 X X 0 0 0 JOE COTRONEO DIRECTOR 2.00 X 0 0 0 TIM LINDEN DIRECTOR 2.00 X 0 0 0 ADRIAN MEDINA DIRECTOR 2.00 X 0 0 0 ANDY MCCAIN DIRECTOR 2.00 X 0 0 0 CHIP ROMER DIRECTOR 2.00 X 0 0 0 CHAD MARSTON TREASURER (THRU MARCH 2024) 4.00 X X 0 0 0 0 0 0 0 0 0 0 0 ASSESSMENT INCOME 900099 218588 218588 218588 36224 36224 13993 6108 7885 7885 7885 262697 218588 0 44109 8665 158581 33435 4400 26160 485 10170 2613 1381 MEALS & ENTERTAINMENT 3979 MISCELLANEOUS EXPENSES 1347 MEMBERSHIP DUES 910 SUBSCRIPTIONS 770 252896 24072 4763 798003 900222 822075 904985 0 0 X 822075 904985 822075 904985 822075 904985 9801 73109 0 X 0 0 0 0 0 0 218588 26160 26160 45903 -19743 BARCLAY LEGAL PLC BARCLAY LEGAL, PLC IS 100% OWNED BY THE FILING ORG'S EXECUTIVE DIRECTOR 92177 LEGAL AND ADMINISTRATIVE SERVICES (MANAGEMENT) FEES 0 ADVOCATES WEST INC ADVOCATES WEST, INC. IS 100% OWNED BY THE FILING ORG'S EXECUTIVE DIRECTOR 96000 LOBBYING AND ADMINISTRATIVE SERVICES 0 SCHEDULE L, PART IV THE CONTRACTOR PAYMENTS TO THE EXECUTIVE DIRECTOR'S FIRM ARE APPROVED BY THE BOARD OF DIRECTORS AND SUBJECT TO A SIGNED CONTRACT AND BASED ON COMPARABLE FEES FOR LEGAL AND ADMINISTRATIVE SERVICES IN THE AREA. FORM 990, PART VI, SECTION A, LINE 2 TIM LINDEN AND RAVEN LINDEN ARE FATHER AND DAUGHTER. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE BEER AND WINE DISTRIBUTORS IN THE STATE OF ARIZONA. FORM 990, PART VI, SECTION A, LINE 7A THE OFFICERS OF THE BOARD ARE ELECTED BY THE MEMBERS OF THE ORGANIZATION ON A BIENNIAL BASIS. THE OFFICERS ARE ALSO AUTHORIZED REPRESENTATIVES OF THE MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THE VOTING MEMBERSHIP OF THE ORGANIZATION APPROVES ALL DECISIONS OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS AND IS REVIEWED BY THE EXECUTIVE DIRECTOR, THE CHAIRMAN, AND THE TREASURER BEFORE IT IS FILED WITH THE I.R.S. FORM 990, PART VI, SECTION B, LINE 12C AS PER THE POLICY, BOARD AND COMMITTEE MEMBERS MUST MAKE DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST AND MUST ABSTAIN FROM VOTING ON ANY ACTION IN WHICH THEY MAY HAVE AN INTEREST. POTENTIAL CONFLICTS ARE DISCUSSED AT BOARD MEETINGS REGULARLY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR KEY EMPLOYEES. THE CONTRACTOR PAYMENTS TO THE EXECUTIVE DIRECTOR'S FIRM ARE APPROVED BY THE BOARD OF DIRECTORS AND SUBJECT TO A SIGNED CONTRACT AND BASED ON COMPARABLE FEES FOR LEGAL AND ADMINISTRATIVE SERVICES IN THE AREA. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION WILL MAKE ITS FORM 1024 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE BY CONTACTING THE ORGANIZATION IN WRITING AT THE OFFICE ADDRESS. THIS REQUEST WILL BE REVIEWED AND APPROVED AT THE DISCRETION OF THE BOARD OF DIRECTORS.