2022-10-14T15:36:50-05:00 2021-12-31 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2021-01-01 520971454 DISTILLED SPIRITS COUNCIL OF THE UNITED STATES INC DIST 2026283544 1250 I STREET 400 WASHINGTON DC 20005 ADRIAN BAXTER CHIEF FINANCIAL OFFICER 2026283544 2022-10-12 1 ADRIAN BAXTER 999009999 FREDERICK LONGWOOD P00439715 2022932200 2022-10-12 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DISCUS CHRIS SWONGER 1250 I STREET 400 WASHINGTON DC 20005 18683100 0 X WWW.DISCUS.ORG X 1973 DC DISCUS IS THE LEADING CONVENER OF THE SPIRITS INDUSTRY, BRINGING TOGETHER PRODUCERS LARGE AND SMALL, SUPPLY CHAIN PROFESSIONALS AND OUR SERVICE PARTNERS. ALL DISCUS MEMBERS ENJOY ACCESS TO, AND INFLUENCE ON, ITS BEST-IN-CLASS ADVOCACY EFFORTS IN WASHINGTON, DC, STATE CAPITOLS ACROSS THE US AND IN KEY MARKETS AROUND THE WORLD. 21 21 59 19 0 0 687300 913442 16468526 17152659 37079 172658 76385 56325 17269290 18295084 47500 97500 0 0 8288477 8021278 0 0 0 6523729 7926694 14859706 16045472 2409584 2249612 8786960 10128632 11940178 9528274 -3153218 600358 X DISCUS IS THE LEADING CONVENER OF THE SPIRITS INDUSTRY, BRINGING TOGETHER PRODUCERS LARGE AND SMALL, SUPPLY CHAIN PROFESSIONALS AND OUR SERVICE PARTNERS. ALL DISCUS MEMBERS ENJOY ACCESS TO, AND INFLUENCE ON, ITS BEST-IN-CLASS ADVOCACY EFFORTS IN WASHINGTON, DC, STATE CAPITOLS ACROSS THE US AND IN KEY MARKETS AROUND THE WORLD. 0 0 PROMOTION OF THE OBSERVANCE OF LAWS RELATIVE TO THE INDUSTRY, AND ESTABLISHING AND MAINTAINING COOPERATIVE RELATIONSHIPS WITH TRADE GROUPS AND GOVERNMENTAL AGENCIES, REGULATORY AND LEGISLATIVE, TO THE END THAT FULL UNDERSTANDING AND COOPERATION MAY BE HAD IN CONSIDERING AND SOLVING PROBLEMS OF THE INDUSTRY. EXERTING ALL LEGITIMATE EFFORTS TO ELIMINATE DISCRIMINATION, WHETHER ECONOMIC, STATUTORY, REGULATORY OR OTHER, AGAINST PRODUCTS OF THE INDUSTRY, AND TO OPPOSE UNDUE AND UNFAIR PREFERENCE AND ADVANTAGE OF ANY KIND. WORKING FOR THE PREVENTION OF PRACTICES WITHIN THE INDUSTRY WHICH ARE CONTRARY TO SOUND PUBLIC POLICY, AND OPPOSING IMPROPER METHODS AND ILLEGITIMATE BUSINESS PRACTICES TO THE END THAT PROPER RELATIONS BE MAINTAINED BY THE INDUSTRY. 0 1 1 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 X 67 0 1 59 1 0 0 0 0 1 1 0 0 0 X 21 21 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 2026283544 1250 I STREET 400 WASHINGTON DC 20005 CLARKSON HINE BOARD CHAIR 1.00 X X 0 0 0 PAUL BASHFORD BOARD MEMBER 1.00 X 0 0 0 JOHN BEAUDETTE BOARD MEMBER 1.00 X 0 0 0 ROB CASSELL BOARD MEMBER 1.00 X 0 0 0 BRIAN CHEVLIN BOARD MEMBER 1.00 X 0 0 0 STEPHANIE CHILDS BOARD MEMBER 1.00 X 0 0 0 DAVID COLO BOARD MEMBER 1.00 X 0 0 0 MATT DEEGAN BOARD MEMBER 1.00 X 0 0 0 MARIBEL DELGADO BOARD MEMBER 1.00 X 0 0 0 JASON DROOK BOARD MEMBER 1.00 X 0 0 0 UGO FIORENZO BOARD MEMBER 1.00 X 0 0 0 ROBERT HALL BOARD MEMBER 1.00 X 0 0 0 SETH KAUFMAN BOARD MEMBER 1.00 X 0 0 0 DAN LEESE BOARD MEMBER 1.00 X 0 0 0 TOM MAAS BOARD MEMBER 1.00 X 0 0 0 PHILLIP MCDANIEL BOARD MEMBER 1.00 X 0 0 0 IAN MCLERNON BOARD MEMBER 1.00 X 0 0 0 CHRIS O'ROURKE BOARD MEMBER 1.00 X 0 0 0 JAMES H PERRY BOARD MEMBER 1.00 X 0 0 0 JEFF POPKIN BOARD MEMBER 1.00 X 0 0 0 PAUL ROSS BOARD MEMBER 1.00 X 0 0 0 CHRIS SPALDING BOARD MEMBER 1.00 X 0 0 0 RICK WILSON BOARD MEMBER 1.00 X 0 0 0 CHRIS R SWONGER PRESIDENT & CEO 35.00 X 909418 0 51158 COURTNEY ARMOUR CHIEF LEGAL COUNSEL/CORP SECRETARY 35.00 X 324146 0 40000 ADRIAN BAXTER CFO/CORP. TREASURER 35.00 X 213634 0 28471 CHRISTINE LOCASCIO CHIEF OF PUBLIC POLICY 35.00 X 342015 0 55102 DAVID WOJNAR SVP/STATE GOVERNMENT RELATIONS 35.00 X 225489 0 43940 DAVID OZGO SVP, ECONOMIC/STRATEGIC ANALYSIS 35.00 X 289299 0 53254 LISA HAWKINS SVP, PUBLIC AFFAIRS 35.00 X 223883 0 44670 ROBERT BUDOFF SVP, STATE REGULATORY AFFAIRS 35.00 X 217873 0 46888 ERIC RELLER CHIEF, STRATEGIC INITIATIVES 35.00 X 207909 0 30043 PRESTON SMITH VP, STATE COVERNMENT RELATIONS 35.00 X 186540 0 33901 3140206 0 427427 24 0 1 0 MANCHESTER AUSTIN HOTEL LLC 101 RED RIVER STREET AUSTIN TX 78701 CONFERENCE VENUE 487834 INFORMATION RESOURCES INC 4766 PAYSPHERE CIRCLE CHICAGO IL 60674 MARKET RESEARCH 354392 BEEKEEPER GROUP LLC 1101 14TH STREET NW SUITE 200 WASHINGTON DC 20005 WEBSITE SERVICES 223219 THE ALPINE GROUP 500 NORTH CAPITOL STREET NW SUITE WASHINGTON DC 20001 LEGISLATIVE CONSULTING SERVICES 156000 HILLCO PARTNERS LLC 823 CONGRESS AVE SUITE 900 AUSTIN TX 78701 TEXAS LOBBYING 149000 8 913442 913442 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300 N MARION AVE WENONAH NJ 08090 999999999 2600 DEMOCRAT ASSEMBLY CAMPAIGN 12 NORTH STATE ROUTE PARAMUS NJ 07652 204354327 2500 DANIELSEN FOR ASSEMBLY 162 BROAD STREET HIGHSTOWN NJ 80520 475137956 1000 NYS DEMOCRATIC ASSEMBLY CAM 107 WASHINGTON AVENUE ALBANY NY 12210 133041656 5000 0 0 1 16348328 4571213 -1493747 3077466 4086345 -1008879 PART I-A, LINE 1: POLITICAL CAMPAIGN ACTIVITIES INCLUDE CONTRIBUTIONS PROVIDED TO VARIOUS CANDIDATES IN SUPPORT OF THE ADVANCEMENT OF DISCUS' MISSION AND OBJECTIVES. 95102 95102 0 175363 101609 73754 87570 87570 161324 EXECUTIVE DEFERRED COMPENSATION 1162991 1162991 ACCRUED POSTRETIREMENT BENEFITS 1896066 EXECUTIVE DEFERRED COMPENSATION 1162991 EXECUTIVE PENSION LIABILITY 643107 DEFERRED RENT 328581 ACCRUED PENSION COST 3308174 CAPITAL LEASE LIABILITY 4190 7343109 X 18283766 0 18283766 11318 11318 18295084 15575570 -458584 -458584 16034154 11318 11318 16045472 PART X, LINE 2: DISCUS IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. MANAGEMENT EVALUATED DISCUS' TAX POSITIONS AND CONCLUDED THAT DISCUS HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, DISCUS IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2018. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGES IN POSTRETIREMENT BENEFITS -458,584. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICE ACTIVITIES MARKET ACCESS PROGRAM-USDA 20000 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 1 PROGRAM SERVICE ACTIVITIES MARKET ACCESS PROGRAM-USDA 102558 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 1 PROGRAM SERVICE ACTIVITIES MARKET ACCESS PROGRAM-USDA 92238 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 PROGRAM SERVICE ACTIVITIES MARKET ACCESS PROGRAM-USDA 155763 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 1 PROGRAM SERVICE ACTIVITIES MARKET ACCESS PROGRAM-USDA 62201 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICE ACTIVITIES MARKET ACCESS PROGRAM-USDA 27500 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICE ACTIVITIES AGRICULTURAL TRADE PROMOTION PROGRAM-USDA 23684 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 1 PROGRAM SERVICE ACTIVITIES AGRICULTURAL TRADE PROMOTION PROGRAM-USDA 161487 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICE ACTIVITIES AGRICULTURAL TRADE PROMOTION PROGRAM-USDA 140804 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 PROGRAM SERVICE ACTIVITIES AGRICULTURAL TRADE PROMOTION PROGRAM-USDA 114465 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICE ACTIVITIES AGRICULTURAL TRADE PROMOTION PROGRAM-USDA 31070 0 5 0 1 0 6 645431 286339 931770 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 FREEDOMWORKS 111 K STREET NE 6TH FLOOR WASHINGTON DC 20002 521526916 501 C-3 60000 0 FMV EDUCATION AND RESEARCH THE AMERICAN SPECTATOR FOUNDATION 122 SOUTH ROYAL STREET WASHINGTON DC 20001 237002632 501 C-3 7500 0 FMV EDUCATION AND RESEARCH COMPETITIVE ENTERPRISE INSTITUTE 1310 L STREET NW 7TH FLOOR WASHINGTON DC 20005 521351785 501 C-3 15000 0 FMV EDUCATION AND RESEARCH R STREET INSTITUTE 1050 17TH STREET NW SUITE 1150 WASHINGTON DC 20036 263477125 501 C-3 15000 0 FMV EDUCATION AND RESEARCH 4 PART I, LINE 2: THE AWARDING AND MONITORING OF GRANTS IS PERFORMED BY DISCUS' MANAGEMENT TEAM. GRANTS ARE MADE AS DEEMED NECESSARY AND IN ACCORDANCE WITH DISCUS' ANNUAL FINANCIAL BUDGET. X X X 1 0 0 CHRIS R SWONGER PRESIDENT & CEO 773920 0 115998 0 19500 0 29000 0 23991 0 962409 0 0 0 CHRISTINE LOCASCIO CHIEF OF PUBLIC POLICY 310502 0 13128 0 18385 0 29000 0 27935 0 398950 0 0 0 COURTNEY ARMOUR CHIEF LEGAL COUNSEL/CORP SECRETARY 286521 0 18100 0 19525 0 40000 0 1832 0 365978 0 0 0 DAVID OZGO SVP, ECONOMIC/STRATEGIC ANALYSIS 232469 0 5000 0 51830 0 28964 0 25970 0 344233 0 0 0 DAVID WOJNAR SVP/STATE GOVERNMENT RELATIONS 217389 0 8100 0 0 0 22026 0 23747 0 271262 0 0 0 LISA HAWKINS SVP, PUBLIC AFFAIRS 213233 0 10600 0 50 0 21630 0 24872 0 270385 0 0 0 ROBERT BUDOFF SVP, STATE REGULATORY AFFAIRS 210773 0 7100 0 0 0 21545 0 26938 0 266356 0 0 0 ADRIAN BAXTER CFO/CORP. TREASURER 204734 0 8900 0 0 0 20516 0 9787 0 243937 0 0 0 ERIC RELLER CHIEF, STRATEGIC INITIATIVES 199193 0 8716 0 0 0 20032 0 11844 0 239785 0 0 0 PRESTON SMITH VP, STATE COVERNMENT RELATIONS 181440 0 5100 0 0 0 12750 0 22975 0 222265 0 0 0 PETER H CRESSY FORMER PRESIDENT & CEO COLLATERAL ASSIGNMENT OF SPLIT DOLLAR LIFE X 1822335 1964707 0 1 1 1964707 FORM 990, PART I, ITEM C DBA: DISCUS FORM 990, PART V, LINE 2A: ALL PERSONS PAID FOR SERVICES PROVIDED TO DISCUS ARE EMPLOYEES OF INSPERITY, A PROFESSIONAL EMPLOYER ORGANIZATION, WHICH IS THE ORGANIZATION THAT ISSUED THE W-2 FORMS TO EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP SHALL BE DIVIDED INTO 2 CLASSES, (A) ACTIVE MEMBERS AND (B) AFFILIATED MEMBERS. ALL PARENT AND SUBSIDIARY COMPANIES, OR AFFILIATED COMPANIES, AND ALL COMPANIES UNDER SUBSTANTIALLY THE SAME CONTROL OR MANAGEMENT SHALL BE CONSIDERED AS A GROUP AND SHALL BE ENTITLED TO ONE MEMBERSHIP. ACTIVE MEMBERS: PERSONS, FIRMS OR CORPORATIONS WHO ARE ACTIVELY ENGAGED IN THE PRODUCTION AND SALE OR THE IMPORTATION AND SALE OF BEVERAGE DISTILLED SPIRITS SHALL BE ELIGIBLE TO BE ACTIVE MEMBERS. EACH ACTIVE MEMBER SHALL BE ENTITLED TO DESIGNATE THE NAME OF THE INDIVIDUAL WHO IS AUTHORIZED TO EXERCISE THE RIGHTS OF SUCH MEMBER. AFFILIATED MEMBERS: PERSONS, FIRMS OR CORPORATIONS ENGAGED IN ANY BUSINESS CLOSELY RELATED TO OR ALLIED WITH THE BEVERAGE DISTILLED SPIRITS INDUSTRY SHALL BE ELIGIBLE TO BE AFFILIATED MEMBERS. AFFILIATED MEMBERS SHALL HAVE ONLY SUCH RIGHTS AND PRIVILEGES AS THE BOARD OF DIRECTORS MAY FROM TIME TO TIME PRESCRIBE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRESIDENT/CEO, CHIEF FINANCIAL OFFICER, TREASURER OF THE BOARD OF DIRECTORS AS WELL AS THE FULL BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED ANNUALLY TO EACH MEMBER OF THE GOVERNING BODY AS WELL AS TO ALL OFFICERS AND KEY EMPLOYEES; EACH IS REMINDED TO REVIEW THE POLICY AND TO REPORT ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE DISCUS BOARD OF DIRECTORS REVIEWS THE PRESIDENT/CEO'S COMPENSATION IN DECEMBER AS PART OF THE ANNUAL PERFORMANCE EVALUATION PROCESS. COMPARABILITY DATA ARE AVAILABLE TO THE BOARD. THE CHAIRMAN OF THE BOARD PROVIDES DOCUMENTATION OF THE DELIBERATION OF THE BOARD TO THE CHIEF FINANCIAL OFFICER FOR INCLUSION IN THE PAYROLL. THE PRESIDENT/CEO IS AUTHORIZED BY CONTRACT TO EVALUATE THE PERFORMANCE OF OTHER OFFICERS OR KEY EMPLOYEES. COMPARABILITY DATA ARE PROVIDED TO THE PRESIDENT/CEO. THE TOTAL COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS THROUGH THE ANNUAL BUDGET APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE GENERAL PUBLIC, BUT IF REQUESTS FOR COPIES OF THESE DOCUMENTS WERE TO BE RECEIVED, THE ORGANIZATION WOULD CONSIDER MAKING THEM AVAILABLE TO THE REQUESTOR. FORM 990, PART IX, LINE 11G CONSULTING FEES 2,030,798. FORM 990, PART XI, LINE 9: PENSION RELATED ADJUSTMENTS 1,503,964. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. DISCUS PAC 1250 EYE STREET NW SUITE 400 WASHINGTON DC 20005 043661167 POLITICAL ACTION COMMITTEE DC 527 0 DISCUS TEXAS PAC 1250 EYE STREET NW SUITE 400 WASHINGTON DC 20005 POLITICAL ACTION COMMITTEE DC 527 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0