2020-11-12T11:34:28-06:00 2019-12-31 371611326 ARONSON LLC 111 Rockville Pike Suite 600 ROCKVILLE MD 20850 990 2019-01-01 361521005 NATIONAL BEER WHOLESALERS ASSOCIATION INC NATI 7036834300 1101 KING STREET 600 ALEXANDRIA VA 223142944 CRAIG PURSER PRESIDENT 2020-11-12 true GREGORY M PLOTTS CPA P01255941 3012316200 2019 2021-04-22 16:20:28Z CRAIG PURSER 1101 KING STREET 600 ALEXANDRIA VA 223142944 38641994 false X WWW.NBWA.ORG X 1938 VA TO PROVIDE LEADERSHIP FOR THE INDEPENDENT BEER DISTRIBUTION INDUSTRY; ADVOCATE BEFORE GOVERNMENT AND THE PUBLIC; AND PROVIDE MEMBERSHIP PROGRAMS. 65 64 26 65 0 0 13161914 14481503 1204508 1410543 400 200 14366822 15892246 250000 150000 0 6169428 6402860 0 0 7383818 7955925 13803246 14508785 563576 1383461 23576831 26700144 5581946 5504626 17994885 21195518 TO PROVIDE LEADERSHIP WHICH ENHANCES THE INDEPENDENT BEER DISTRIBUTION INDUSTRY; TO ADVOCATE BEFORE GOVERNMENT AND THE PUBLIC; TO ENCOURAGE THE RESPONSIBLE CONSUMPTION OF BEER; AND TO PROVIDE PROGRAMS AND SERVICES THAT WILL BENEFIT ITS MEMBERS. false false NBWA IMPLEMENTS INITIATIVES TO EDUCATE REGULATORS, LAWMAKERS AND OTHER KEY DECISION MAKERS ABOUT THE ECONOMIC, COMMERCIAL AND REGULATORY VALUE THAT INDEPENDENT BEER DISTRIBUTORS DELIVER IN MARKETS ACROSS THE COUNTRY. NBWA ALSO ADVOCATES ON ISSUES REGARDING TODAY'S INDEPENDENT BEER DISTRIBUTION SYSTEM AND STATE-BASED ALCOHOL REGULATION, A SYSTEM WHICH BALANCES PUBLIC HEALTH CONCERNS WITH ROBUST MARKETPLACE COMPETITION. NBWA PROVIDES SERVICES TO ITS MEMBERS INCLUDING A COMPREHENSIVE INSURANCE PROGRAM, ENERGY BUYER'S PROGRAM, ONLINE BUYERS GUIDE FOR PRODUCTS AND SERVICES, AND DETAILED INDUSTRY STUDIES AND REPORTS. NBWA PROVIDES LEGAL COUNSEL AND GUIDANCE TO ITS MEMBERS IN RESPONSE TO LITIGATION PERTINENT TO BEER DISTRIBUTION BUSINESSES AND STATE-BASED ALCOHOL REGULATION. 0 false false false true false false false false false true false false true true true false true false false false false false false false false false true false true false false false false false false false false false false false true true true false true 44 0 26 true false false false false false false true false X 65 64 false false false false true true false true true false false false true true true true true true true false X LAUREN KANE 7036834300 1101 KING STREET SUITE 600 ALEXANDRIA VA 223142944 BRIAN R GELNER CHAIRMAN 5.0 X X 0 0 0 CRAIG A PURSER PRESIDENT AND CEO 50.0 X X 1039730 0 337083 GORDON GREEN SECRETARY 5.0 X X 0 0 0 JIM MATESICH PAST CHAIRMAN (THROUGH SEPT 2019) 5.0 X X 0 0 0 MICHAEL SCHILLECI IMMEDIATE PAST CHAIR 5.0 X X 0 0 0 PATRICK J BLACH VICE CHAIRMAN 5.0 X X 0 0 0 PETER HEIMARK TREASURER 5.0 X X 0 0 0 ABBEY GILLICK DIRECTOR 1.0 X 0 0 0 ADEN SHORT DIRECTOR 1.0 X 0 0 0 ANGELA RYAN DIRECTOR (THROUGH SEPT 2019) 1.0 X 0 0 0 ANN KATHRYN DETTWILLER DIRECTOR (THROUGH SEPT 2019) 1.0 X 0 0 0 BETH GAITHER DIRECTOR (FROM OCT 2019) 1.0 X 0 0 0 BILL ADAMS DIRECTOR (THROUGH SEPT 2019) 1.0 X 0 0 0 BILL ANDERSON DIRECTOR (FROM OCT 2019) 1.0 X 0 0 0 BILL BESETTE DIRECTOR 1.0 X 0 0 0 BILL GIALKETSIS DIRECTOR 1.0 X 0 0 0 BRIAN DRENNAN DIRECTOR 1.0 X 0 0 0 BRITTNEY LEWIS-WEBBER DIRECTOR 1.0 X 0 0 0 CARLETON CASEY DIRECTOR 1.0 X 0 0 0 CARLY LAMONICA DIRECTOR (THROUGH SEPT 2019) 1.0 X 0 0 0 CHRIS BLACK DIRECTOR 1.0 X 0 0 0 CHRIS HAGLE DIRECTOR (FROM OCT 2019) 1.0 X 0 0 0 CHRISTIAN OTZEN DIRECTOR 1.0 X 0 0 0 CRYSTAL WARNER GIBSON DIRECTOR 1.0 X 0 0 0 DAN SCOVEL DIRECTOR (FROM OCT 2019) 1.0 X 0 0 0 DAVE STANDER DIRECTOR 1.0 X 0 0 0 DAVID BEAR DIRECTOR 1.0 X 0 0 0 DAVID J FARRELL DIRECTOR 1.0 X 0 0 0 DONALD FAUST JR DIRECTOR 1.0 X 0 0 0 EMMETT MCENERY DIRECTOR 1.0 X 0 0 0 ERIC FILAROI DIRECTOR (FROM OCT 2019) 1.0 X 0 0 0 FRANK J LAROSE DIRECTOR 1.0 X 0 0 0 FRANK SINKWICH III DIRECTOR 1.0 X 0 0 0 FRANK SOUSA III DIRECTOR (FROM OCT 2019) 1.0 X 0 0 0 GREGORY M (BUD) DUNN JR DIRECTOR 1.0 X 0 0 0 HERB KONRAD JR DIRECTOR 1.0 X 0 0 0 JACKI MANCINI DIRECTOR (FROM OCT 2019) 1.0 X 0 0 0 JAMES FABIANO II DIRECTOR 1.0 X 0 0 0 JAMES HALLAM DIRECTOR (THROUGH SEPT 2019) 1.0 X 0 0 0 JEFFREY REEDER DIRECTOR 1.0 X 0 0 0 JOE PRIESMEYER DIRECTOR 1.0 X 0 0 0 JOSH DONNEWALD DIRECTOR (FROM OCT 2019) 1.0 X 0 0 0 KEITH HARTNETT DIRECTOR 1.0 X 0 0 0 LEWIS T NUNNELEE DIRECTOR (THROUGH SEPT 2019) 1.0 X 0 0 0 LISA PEISEN DIRECTOR (THROUGH SEPT 2019) 1.0 X 0 0 0 LUKE DAHLHEIMER DIRECTOR (FROM OCT 2019) 1.0 X 0 0 0 MARK RAMER DIRECTOR (THROUGH SEPT 2019) 1.0 X 0 0 0 MARY TRICHELL DIRECTOR (THROUGH SEPT 2019) 1.0 X 0 0 0 MATT NELSON DIRECTOR 1.0 X 0 0 0 MICHAEL CADEZ DIRECTOR (FROM OCT 2019) 1.0 X 0 0 0 MICHAEL LAZZERINI DIRECTOR (FROM OCT 2019) 1.0 X 0 0 0 MICHAEL MCWHERTER DIRECTOR (FROM OCT 2019) 1.0 X 0 0 0 MIKE BARNES DIRECTOR (FROM OCT 2019) 1.0 X 0 0 0 MIKE BREWINGTON DIRECTOR 1.0 X 0 0 0 MIKE MARKOVICH DIRECTOR (THROUGH SEPT 2019) 1.0 X 0 0 0 MIKE RILEY DIRECTOR 1.0 X 0 0 0 NATHAN HUDDLESTON DIRECTOR (FROM OCT 2019) 1.0 X 0 0 0 PAUL RUGGIERO DIRECTOR (FROM OCT 2019) 1.0 X 0 0 0 PETE BETKA DIRECTOR (THROUGH SEPT 2019) 1.0 X 0 0 0 REBECCA L MAISEL DIRECTOR 1.0 X 0 0 0 ROBBIE MALETIS JR DIRECTOR 1.0 X 0 0 0 ROBERT J BURKE JR DIRECTOR 1.0 X 0 0 0 ROBERT KELLY DIRECTOR 1.0 X 0 0 0 ROBERT KOLASA DIRECTOR 1.0 X 0 0 0 ROBERT NORRI DIRECTOR (THROUGH SEPT 2019) 1.0 X 0 0 0 ROCKY GALLO DIRECTOR (THROUGH SEPT 2019) 1.0 X 0 0 0 RYAN DONAGHY DIRECTOR 1.0 X 0 0 0 SCOTT SADOWSKY DIRECTOR (THROUGH SEPT 2019) 1.0 X 0 0 0 SEAN MOORE DIRECTOR (FROM OCT 2019) 1.0 X 0 0 0 SHANNON MCQUADE-ELY DIRECTOR 1.0 X 0 0 0 STAN HASTINGS DIRECTOR (FROM OCT 2019) 1.0 X 0 0 0 STEVE ALLEN DIRECTOR (FROM OCT 2019) 1.0 X 0 0 0 STEVE BEYKIRCH DIRECTOR 1.0 X 0 0 0 STEVE FISHER DIRECTOR 1.0 X 0 0 0 STEVE TIGANI DIRECTOR (THROUGH SEPT 2019) 1.0 X 0 0 0 STEVEN M FRANK DIRECTOR 1.0 X 0 0 0 SUZANNE KASPRZAK DIRECTOR 1.0 X 0 0 0 TATE RUSSELL DIRECTOR 1.0 X 0 0 0 TERRENCE M WHITE DIRECTOR 1.0 X 0 0 0 TERRENCE P MORAN DIRECTOR (THROUGH SEPT 2019) 1.0 X 0 0 0 WILL JENKINS DIRECTOR 1.0 X 0 0 0 WILLIAM F REYES DIRECTOR 1.0 X 0 0 0 KIMBERLY MCKINNISH CHIEF FINANCIAL OFFICER 50.0 X 313539 0 64942 DAVID CHRISTMAN VP STATE AFFAIRS 50.0 X 232230 0 58751 LAURIE KNIGHT EVP & CHIEF ADVOCACY 50.0 X 615595 0 147039 LESTER JONES CHIEF ECONOMIST 50.0 X 208664 0 46545 PATRICIA ROUZIE VP MEMBERSHIP & MEETINGS 50.0 X 268946 0 46104 PAUL PISANO SVP & GENERAL COUNSEL 50.0 X 391636 0 66343 3070340 0 766807 0 false true false FREEMAN AUDIO VISUAL SOLUTIONS PO BOX 650519 DALLAS TX 75265 TRADE SHOW SERVICES 460292 WILLARD & FINDLEY CONSULTING 1172S DIXIE HIGHWAY STE 184 MIAMI FL 33146 LEGAL CONSULTANT 280000 MADIGAN DAHL & HARLAN 222 S 9TH STREET STE 3150 MINNEAPOLIS MN 55402 LEGAL CONSULTANT 199970 FREEMAN PO BOX 650036 DALLAS TX 75266 CONVENTION SERVICES 199899 LOCUST STREET GROUP 2008 HILLYER PLACE NW WASHINGTON DC 20009 PR CONSULTANT 174000 10 0 DUES AND ASSESSMENTS 541990 11474081 11474081 CONVENTION / TRADESHOW 541990 2869401 2869401 MEMBER SERVICES 541990 138021 138021 0 0 0 0 14481503 645708 645708 200 200 0 0 23514583 22749748 764835 0 764835 764835 0 0 0 0 0 15892246 14481503 0 1410743 150000 1755294 3596658 394701 425953 230254 688549 32086 156000 45954 1111437 0 0 0 55394 171652 233017 192575 677355 2831653 507 170439 44474 PUBLIC/MEMBER RELATIONS 592343 INDUSTRY MEMBERSHIP DUES 364270 A/V PRODUCTION/WEBSITE 238261 TAXES 159118 190841 0 0 0 14508785 0 0 0 176490 75437 2722660 2252229 34066 86054 0 0 0 0 273936 359844 2897207 1880290 1125295 1016917 18334831 21463068 0 0 909553 1446595 23576831 26700144 791510 859719 3868025 3171307 0 0 922411 1473600 5581946 5504626 X 17994885 21195518 17994885 21195518 23576831 26700144 1383461 1817172 0 X false true X true false false false true 11474081 1183963 -1669133 -485170 229483 -714653 2160812 1306634 854178 574961 446006 128955 161434 127650 33784 1016917 Section 457 plan assets 1446595 1446595 CAPITAL LEASE OBLIGATIONS 27005 DEFERRED COMPENSATION LIABILITIES 1446595 1473600 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE ASSOCIATION EVALUATES UNCERTAINTY IN INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN BASED ON A MORE-LIKELY-THAN-NOT RECOGNITION STANDARD. IF THAT THRESHOLD IS MET, THE TAX POSITION IS THEN MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT AND IS RECOGNIZED IN THE ASSOCIATION'S FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2019, 2018 AND 2017, THERE ARE NO ACCRUALS FOR UNCERTAIN TAX POSITIONS. IF APPLICABLE, THE ASSOCIATION RECORDS INTEREST AND PENALTIES AS A COMPONENT OF INCOME TAX EXPENSE. TAX YEARS FROM DECEMBER 31, 2016 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. CURRENTLY, THERE ARE NO EXAMINATIONS IN PROCESS. true THE CENTER FOR ALCOHOL POLICY 1101 KING STREET SUITE 600A ALEXANDRIA VA 22314 541989413 501(c)(3) 150000 general support 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. NBWA PROVIDED A GRANT TO IT'S CONTROLLED SUBSIDIARY, THE CENTER FOR ALCOHOL POLICY. THE FUNDS ARE GIVEN FOR USE IN A PROGRAM WHERE ALL EXPENDITURES ARE MADE IN THE UNITED STATES. X X X true true X X X X X X false true false CRAIG A PURSER PRESIDENT AND CEO 799523 0 225000 0 15207 0 305400 0 31683 0 1376813 0 0 0 KIMBERLY MCKINNISH CHIEF FINANCIAL OFFICER 262997 0 36000 0 14542 0 36400 0 28542 0 378481 0 0 0 LAURIE KNIGHT EVP & CHIEF ADVOCACY 540221 0 50000 0 25374 0 135400 0 11639 0 762634 0 0 0 PAUL PISANO SVP & GENERAL COUNSEL 331335 0 44000 0 16301 0 36400 0 29943 0 457979 0 0 0 PATRICIA ROUZIE VP MEMBERSHIP & MEETINGS 238813 0 17000 0 13133 0 34536 0 11568 0 315050 0 0 0 DAVID CHRISTMAN VP STATE AFFAIRS 198566 0 24000 0 9664 0 30333 0 28418 0 290981 0 0 0 LESTER JONES CHIEF ECONOMIST 182401 0 17000 0 9263 0 26322 0 20223 0 255209 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel FIRST CLASS TRAVEL IS ALLOWED FOR THE PRESIDENT AND CHAIRMAN OF THE BOARD IF THE FLIGHTS ARE LONGER THAN 3 HOURS. Schedule J, Part I, Line 1a Travel for companions THE PRESIDENT'S SPOUSE IS REQUIRED TO ATTEND ALL BOARD OF DIRECTORS TRAVEL PER HIS EMPLOYMENT CONTRACT. Schedule J, Part I, Line 1a Health or social club dues or initiation fees THE PRESIDENT'S CONTRACT PROVIDES FOR SOCIAL CLUB DUES AS RELATED TO BUSINESS ENTERTAINMENT. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE ASSOCIATION SPONSORS NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLANS FOR CERTAIN EXECUTIVES. THE PLANS ARE DESIGNED TO PROVIDE BENEFITS INCLUDED IN THE EMPLOYMENT AGREEMENT THAT MAY NOT BE COVERED BY THE QUALIFIED PLAN AS A RESULT OF LIMITATIONS IMPOSED BY LAW ON THE DEFINED CONTRIBUTION PLAN. ONE OF THE LARGER PLANS IS CONDITIONAL UPON THE PRESIDENT/CEO REMAINING EMPLOYED FOR FIVE YEARS. PARTICIPANT: CRAIG PURSER; CONTRIBUTION: $269,000 PARTICIPANT: LAURIE KNIGHT; CONTRIBUTION: $99,000 Form 990, Part VI, Line 15 THE PRESIDENT'S SALARY IS EVALUATED ANNUALLY BY A COMPENSATION COMMITTEE COMPRISED OF ELECTED OFFICERS OF THE ASSOCIATION. THE COMMITTEE ANNUALLY REVIEWS THE PRESIDENT'S WRITTEN EMPLOYMENT CONTRACT AND ALL AVAILABLE PUBLIC INFORMATION REGARDING CEO COMPENSATION IN COMPARABLE ORGANIZATIONS. ALL COMPENSATION DECISIONS ARE APPROVED BY THE COMMITTEE, DOCUMENTED AND PROVIDED TO THE CFO. IN 2018, AN OUTSIDE FIRM WAS HIRED TO EVALUATE THE APPROPRIATENESS OF THE PRESIDENT'S SALARY AS RELATED TO HIS JOB FUNCTIONS AND PEERS AT SIMILAR ORGANIZATIONS. Form 990, Part VI, Line 6 Classes of members or stockholders NBWA IS A MEMBERSHIP BASED ORGANIZATION. THE ASSOCIATION'S BYLAWS LIMIT THEIR REGULAR VOTING MEMBERSHIP TO INDEPENDENT BEER WHOLESALERS/DISTRIBUTORS HOLDING A BASIC PERMIT UNDER THE FEDERAL ALCOHOL ADMINISTRATION ACT TO DISTRIBUTE BEER AND WHO SUBSCRIBE TO THE MISSION AND GOALS OF THE ASSOCIATION. ASSOCIATE NONVOTING MEMBERSHIP IN THE ASSOCIATION IS AVAILABLE TO SUPPLIERS, SUPPLIER CONTROLLED WHOLESALERS, AND ANY OTHER ENTITY THAT SUPPLIES GOODS AND SERVICES TO LICENSED BEER WHOLESALERS. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE ASSOCIATION'S BYLAWS STATE THAT THE GOVERNING BODY OF THE ASSOCIATION SHALL BE THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS CONSISTS OF FIVE ELECTED OFFICERS, 52 STATE DIRECTORS, AND UP TO 6 APPOINTED DIRECTORS. PRIOR TO EACH ANNUAL MEETING OF THE ASSOCIATION, REGULAR MEMBERS IN GOOD STANDING LOCATED IN EACH STATE SHALL ELECT A STATE DIRECTOR FOR EACH VACANCY BY WRITTEN SECRET BALLOT. THE BOARD MAY ADOPT RULES AND REGULATIONS FOR THE CONDUCT OF ITS BUSINESS AND MAY, IN THE EXECUTION OF THE POWERS SPECIFIED HEREIN, DELEGATE ITS AUTHORITY TO ELECTED OR APPOINTED OFFICERS. THE MANAGEMENT COMMITTEE HAS THE AUTHORITY TO MANAGE PROPERTY, AFFAIRS, ACTIVITIES AND CONCERNS OF THE ASSOCIATION UNDER POLICIES ESTABLISHED BY THE BOARD OF DIRECTORS. Form 990, Part VI, Line 11b Review of form 990 by governing body A COPY OF THE FINAL VERSION OF THE FORM 990 WAS PROVIDED TO THE FIVE ELECTED OFFICERS (CHAIRMAN, IMMEDIATE PAST CHAIRMAN, VICE CHAIRMAN, SECRETARY, AND TREASURER) PRIOR TO FILING WITH THE IRS. THE NBWA BOARD HAS DELEGATED SUCH AUTHORITY TO THE ELECTED OFFICERS. Form 990, Part VI, Line 12c Conflict of interest policy THE ASSOCIATION'S STAFF, OFFICERS, AND BOARD MEMBERS ARE ALL SUBJECT TO THE CONFLICT OF INTEREST POLICY. PERSONS COVERED BY THIS POLICY HAVE AN AFFIRMATIVE DUTY TO DISCLOSE TO THE CHAIRMAN OF THE BOARD AND THE PRESIDENT ON A FORM PROVIDED ANNUALLY BY NBWA THEIR INTEREST THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. THIS POLICY IS FOCUSED UPON MATERIAL FINANCIAL INTEREST OF, OR BENEFIT TO SUCH PERSONS. FOR EACH INTEREST DISCLOSED, THE CHAIRMAN WILL DETERMINE WHETHER TO TAKE ACTION, ASSURE FULL DISCLOSURE TO THE BOARD, ASK THE PERSON TO RECUSE THEMSELVES FROM PARTICIPATION IN RELATED DISCUSSIONS/DECISIONS, OR ASK THE PERSON TO RESIGN. THE PRESIDENT AND CFO MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE CHAIRMAN OF THE BOARD IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. Form 990, Part VI, Line 19 Required documents available to the public NBWA MAKES AVAILABLE FOR PUBLIC INSPECTION THE ASSOCIATION BYLAWS, AUDITED FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY UPON REQUEST AT ITS OFFICE DURING REGULAR BUSINESS HOURS. Form 990, Part XII, Line 2c THE REVIEW PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE CENTER FOR ALCOHOL POLICY 1101 KING STREET SUITE 600A ALEXANDRIA VA 22314 541989413 EDUCATION VA 501(c)(3) 11 NA true NATIONAL BEER WHOLESALERS ASSOC PAC 1101 KING STREET SUITE 600 ALEXANDRIA VA 22314 541341212 PAC VA 527 NA true false true false false false false false false false false false false false true true false true false false The Center for Alcohol Policy B 150000