2021-10-28T10:28:18-05:00 2020-12-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-01-01 520971454 DISTILLED SPIRITS COUNCIL OF THE UNITED STATES INC DIST 2026283544 1250 I STREET NO 400 WASHINGTON DC 20005 ADRIAN BAXTER CHIEF FINANCIAL OFFICER 2026283544 2021-10-14 1 ADRIAN BAXTER 999009999 FREDERICK LONGWOOD P00439715 2022932200 2021-10-14 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DISCUS CHRIS SWONGER 1250 I STREET NO 400 WASHINGTON DC 20005 17642018 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. 18 18 53 18 0 0 650778 687300 15790316 16468526 43974 37079 7949 76385 16493017 17269290 78500 47500 0 0 6902840 8288477 0 0 0 6654881 6523729 13636221 14859706 2856796 2409584 7912898 8786960 12193344 11940178 -4280446 -3153218 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 1 0 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 53 0 1 53 1 0 0 0 0 1 1 0 0 0 X 18 18 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 NO 400 WASHINGTON DC 20005 CLARKSON HINE BOARD CHAIR 1.00 X X 0 0 0 JOHN BEAUDETTE BOARD MEMBER 1.00 X 0 0 0 BRIAN CHEVLIN BOARD MEMBER 1.00 X 0 0 0 DAVID COLO BOARD MEMBER 1.00 X 0 0 0 DEBRA CREW BOARD MEMBER 1.00 X 0 0 0 MATT DEEGAN BOARD MEMBER 1.00 X 0 0 0 UGO FIORENZO BOARD MEMBER 1.00 X 0 0 0 GUS GRIFFIN BOARD MEMBER 1.00 X 0 0 0 ROBERT HALL BOARD MEMBER 1.00 X 0 0 0 TED HUBER BOARD MEMBER 1.00 X 0 0 0 SETH KAUFMAN BOARD MEMBER 1.00 X 0 0 0 TOM MAAS BOARD MEMBER 1.00 X 0 0 0 IAN MCLERNON BOARD MEMBER 1.00 X 0 0 0 JIM O'MALLEY 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 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 917565 0 48450 ADRIAN BAXTER CFO/CORP. TREASURER 35.00 X 202457 0 27414 COURTNEY ARMOUR CHIEF LEGAL COUNSEL/CORP SECRETARY 35.00 X 300000 0 29125 CHRISTINE LOCASCIO CHIEF OF PUBLIC POLICY 35.00 X 333167 0 52048 DAVID WOJNAR SVP/STATE GOVERNMENT RELATIONS 35.00 X 218836 0 42197 LYNNE OMLIE SENIOR ADVISOR 35.00 X 330641 0 35326 DAVID OZGO SENIOR VICE PRESIDENT, ECONOMIC AND STRATEGIC ANAL 35.00 X 273961 0 56365 FRANK COLEMAN SENIOR ADVISOR 35.00 X 237641 0 51781 LISA HAWKINS SENIOR VICE PRESIDENT, PUBLIC AFFAIRS 35.00 X 213216 0 42618 ROBERT BUDOFF SENIOR VICE PRESIDENT FOR STATE REGULATORY AFFAIRS 35.00 X 206267 0 43169 3233751 0 428493 24 0 1 0 INFORMATION RESOURCES INC 4766 PAYSHPERE CIRCLE CHICAGO IL 60674 MARKET RESEARCH AND CONSULTING 370223 OMNI HOTELS & RESORTS 400 S 2ND STREET LOUISVILLE KY 40202 CONFERENCE DEPOSIT 273417 SAMIR ZAKHARI 7101 ADELPHI ROAD UNIVERSITY PARK MD 20782 CONSULTING RETAINER 175897 BEEKEEPER GROUP LLC 1101 14TH STREET NW SUITE 200 WASHINGTON DC 20005 WEBSITE SERVICES 171632 THE ALPINE GROUP 500 NORTH CAPITOL STREET NW SUITE 2 WASHINGTON DC 20001 QUARTERLY CONSULTING SERVICES 156000 11 687300 687300 MEMBERSHIP DUES 900099 16111009 16111009 CONFERENCE REVENUE 900099 327275 327275 PUBLICATION SALES 900099 18242 18242 SPONSORSHIPS 900099 12000 12000 16468526 47231 47231 2188 0 2188 2188 2188 362576 372728 -10152 -10152 -10152 MISCELLANEOUS REVENUE 900099 74197 74197 74197 17269290 16468526 0 113464 X 47500 2180420 4654826 1013962 -19938 459207 170995 34247 1873894 6600 1812010 51975 477061 39241 913460 121159 536845 425 32963 65574 DUES & MEMBERSHIPS 145716 SUBSCRIPTS/RSCH MATERIA 107653 GOVERNMENT RELATIONS 65650 RECRUITING 33051 35210 14859706 2195578 1846802 944797 1086144 1950709 1950709 134886 317192 207688 163422 77228 44266 1150726 2129235 74074 74074 1384900 1338538 7912898 8786960 1647965 1442133 605973 281986 9939406 10216059 12193344 11940178 X -4280446 -3153218 -4280446 -3153218 7912898 8786960 X 2409584 147448 -1429804 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30000 30000 30000 1 REPUBLICAN ATTORNEYS GENERAL ASSOCIATION 1747 PENNSYLVANIA AVENUE NW SUITE WASHINGTON DC 20006 464501717 15000 0 DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION 1580 LINCOLN STREET SUITE 1125 DENVER CO 80203 134220019 15000 0 0 0 1 16111009 4081633 -742077 3339556 4833303 -1493747 SCHEDULE C, 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 112586 68320 44266 44266 EXECUTIVE DEFERRED COMPENSATION 1338538 1338538 ACCRUED POSTRETIREMENT BENEFITS 2113968 EXECUTIVE DEFERRED COMPENSATION 1338538 EXECUTIVE PENSION LIABILITY 681410 DEFERRED RENT 418051 ACCRUED PENSION COST 5634908 CAPITAL LEASE LIABILITY 29184 10216059 X 18839942 147448 1429804 1577252 17262690 6600 6600 17269290 14853106 0 14853106 6600 6600 14859706 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 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGES IN POSTRETIREMENT BENEFITS 1,429,804. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 1 PROGRAM SERVICES ACTIVITIES MARKET ACCESS PROGRAM - USDA 124540 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 1 PROGRAM SERVICES ACTIVITIES MARKET ACCESS PROGRAM - USDA 108434 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 PROGRAM SERVICES ACTIVITIES MARKET ACCESS PROGRAM - USDA 49410 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 1 PROGRAM SERVICES ACTIVITIES MARKET ACCESS PROGRAM - USDA 62863 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 1 PROGRAM SERVICES ACTIVITIES AGRICULTURAL TRADE PROMOTION PROGRAM - USDA 128913 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 PROGRAM SERVICES ACTIVITIES AGRICULTURAL TRADE PROMOTION PROGRAM - USDA 220933 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 1 PROGRAM SERVICES ACTIVITIES AGRICULTURAL TRADE PROMOTION PROGRAM - USDA 15610 0 7 0 0 0 7 710703 0 710703 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 7500 FMV EDUCATION AND RESEARCH THE AMERICAN SPECTATOR FOUNDATION 122 SOUTH ROYAL STREET WASHINGTON DC 20001 237002632 501 C-3 7500 FMV EDUCATION AND RESEARCH NATIONAL TAXPAYERS UNION 122 C STREET NW 650 WASHINGTON DC 20001 521009116 501 C-4 7500 FMV EDUCATION AND RESEARCH COMPETITIVE ENTERPRISE INSTITUTE 1310 L STREET NW 7TH FLOOR WASHINGTON DC 20005 521351785 501 C-3 10000 FMV EDUCATION AND RESEARCH R STREET INSTITUTE 1050 17TH STREET NW SUITE 1150 WASHINGTON DC 20036 263477125 501 C-3 15000 FMV EDUCATION AND RESEARCH 4 1 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 782167 0 115898 0 19500 0 28500 0 21782 0 967847 0 0 0 CHRISTINE LOCASCIO CHIEF OF PUBLIC POLICY 301779 0 13028 0 18360 0 28500 0 25380 0 387047 0 0 0 LYNNE OMLIE SENIOR ADVISOR 267127 0 7500 0 56014 0 23457 0 13464 0 367562 0 0 0 DAVID OZGO SENIOR VICE PRESIDENT, ECONOMIC AND 249461 0 5000 0 19500 0 32183 0 26422 0 332566 0 0 0 COURTNEY ARMOUR CHIEF LEGAL COUNSEL/CORP SECRETARY 262480 0 18000 0 19520 0 29125 0 1832 0 330957 0 0 0 FRANK COLEMAN SENIOR ADVISOR 200444 0 0 0 37197 0 21318 0 32295 0 291254 0 0 0 DAVID WOJNAR SVP/STATE GOVERNMENT RELATIONS 210836 0 8000 0 0 0 22485 0 21545 0 262866 0 0 0 LISA HAWKINS SENIOR VICE PRESIDENT, PUBLIC AFFAIR 202716 0 10500 0 0 0 21875 0 22575 0 257666 0 0 0 ROBERT BUDOFF SENIOR VICE PRESIDENT FOR STATE REGU 199267 0 7000 0 0 0 21780 0 22984 0 251031 0 0 0 ADRIAN BAXTER CFO/CORP. TREASURER 193657 0 8800 0 0 0 20313 0 8934 0 231704 0 0 0 PETER H CRESSY FORMER PRESIDENT & CEO COLLATERAL ASSIGNMENT OF SPLIT DOLLAR LIFE X 1822335 1950709 0 1 1 1950709 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 1,812,010. FORM 990, PART XI, LINE 9: PENSION RELATED ADJUSTMENTS -1,429,804. 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