CONVENIENCE DISTRIBUTION ASSOCIATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CONVENIENCE DISTRIBUTION ASSOCIATION INC (EIN 53-0177225)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202513179349304101
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T08:19:33-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 542054760 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS STEARNS & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11250 ROGER BACON DR STE 8 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530177225 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONVENIENCE DISTRIBUTION ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONV | BusinessNameControlTxt |
| Phone | 7032083358 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11250 ROGER BACON DRIVE | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20190 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD T OWEN | PersonNm |
| Person Title | PRES & CEO | PersonTitleTxt |
| Phone | 7032083358 | PhoneNum |
| Signature | 2025-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD D WILLIAMS | PreparerPersonNm |
| PTIN | P00168080 | PTIN |
| Phone | 7034378500 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD T OWEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11250 ROGER BACON DR 8 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,280,936 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | CDAWEB.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE INTERESTS OF CONVENIENCE PRODUCTS DISTRIBUTORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $111,233 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,863,603 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,918,624 | CYProgramServiceRevenueAmt |
| PY Investment Income | $269,553 | PYInvestmentIncomeAmt |
| CY Investment Income | $390,723 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$7,944 | PYOtherRevenueAmt |
| CY Other Revenue | -$559 | CYOtherRevenueAmt |
| PY Total Revenue | $3,125,212 | PYTotalRevenueAmt |
| CY Total Revenue | $3,308,788 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,118,994 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,150,341 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,731,291 | PYOtherExpensesAmt |
| CY Other Expenses | $2,044,251 | CYOtherExpensesAmt |
| PY Total Expenses | $2,850,285 | PYTotalExpensesAmt |
| CY Total Expenses | $3,194,592 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $274,927 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $114,196 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,865,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,190,347 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,479,694 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,508,275 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,385,503 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,682,072 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE THE INTERESTS OF CONVENIENCE PRODUCTS DISTRIBUTORS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | CONVENTIONS AND MEETINGS: NATIONAL CONVENTION AND TRADE SHOW ANNUALLY, SERVING APPROXIMATELY 200 MEMBER COMPANIES AND 20 NONMEMBER COMPANIES. ALSO, VARIOUS SMALLER MEETINGS CONDUCTING GENERAL ASSOCIATION BUSINESS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICATIONS: CONVENIENCE DISTRIBUTION, A TRADE PUBLICATION SERVING APPROXIMATELY 5,000 MEMBERS AND NONMEMBERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEMINARS AND EDUCATION PROGRAMS: THE ASSOCIATION SPONSORS SEMINARS AND PROVIDES MATERIALS TO EDUCATE MEMBERS ON ISSUES OF IMPORTANCE TO CANDY AND TOBACCO WHOLESALERS/DISTRIBUTORS AND ALLIED COMPANIES SUCH AS TECHNOLOGY SUPPORT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GOVERNMENT AFFAIRS AND LEGISLATIVE ACTIVITIES: THE ASSOCIATION REPRESENTS MEMBERS ON ISSUES OF IMPORTANCE TO MEMBERS OF THE CANDY, TOBACCO AND RELATED INDUSTRIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY BOLIN | PersonNm |
| Phone | 7032083358 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11250 ROGER BACON DRIVE 8 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20190 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BILL STEIN | |||||||
| CHAIRPERSON | 1.67 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JODI BUCKNER | |||||||
| 1ST VICE CHAIR | 1.67 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDY PLUMMER | |||||||
| TREAS/2ND VICE CHAIR | 1.67 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GEORGE BENNETT | |||||||
| AT LARGE DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| COREY COOPER | |||||||
| CHAIR EMERITUS | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY BOLIN | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $415,000 | $0 | $62,014 | ||
| ANGELA SIMONETTI | |||||||
| EXECUTIVE VICE PRES | 40.00 | $168,533 | $0 | $22,657 | Yes (X) | ||
| MADISON DORSEY | |||||||
| SECRETARY/EXECUTIVE ASSISTANT/DIRECTOR OF ADMIN SERVICES | 40.00 | Yes (X) | $59,417 | $0 | $12,082 | ||
| JOSH ALTMAN | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| TREMAYNE ARNOLD | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| EMILE CANTRELL | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| JACK CASANOVA | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| ANDY CLAUSEN | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| TAYLOR DOUGLAS | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| SHELDON FEIST | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| APRIL GARVER | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| PAULA GLIDEWELL | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| ROSS HAYNES | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| LEANNE JENNINGS | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| BARRY MARGOLIS | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| JIMMY NAIFEH | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| JACK PARKER | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN RIETHMAN | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| SAM STEWART | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| HOLLY VEALE | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS WILLIAMS | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| LAWSON WILLIAMS | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| LAURA WILSON | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| CARLOS ZUMARRAGA | |||||||
| DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| BRENT COTTEN | |||||||
| NON VOTING DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| TOM FIELD | |||||||
| NON VOTING DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| KELLY FULFORD | |||||||
| NON VOTING DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| DANIELLE HOLLOWAY | |||||||
| NON VOTING DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| JASON RICARD | |||||||
| NON VOTING DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| SHANE SGAMBELLURI | |||||||
| NON VOTING DIRECTOR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN BARNEY | |||||||
| PAST CHAIR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| JON BURKLUND | |||||||
| PAST CHAIR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT CARRICO | |||||||
| PAST CHAIR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| CHAD GUMMER | |||||||
| PAST CHAIR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| RICK GUMMER | |||||||
| PAST CHAIR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| SHERWIN HERRING | |||||||
| PAST CHAIR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| KELLIE JANSSEN | |||||||
| PAST CHAIR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| RICKY JONES | |||||||
| PAST CHAIR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| SUSIE DOUGLAS MUNSON | |||||||
| PAST CHAIR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| CHAD OWEN | |||||||
| PAST CHAIR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| JOHN PRICKETTE | |||||||
| PAST CHAIR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| HUGH RAETZSCH | |||||||
| PAST CHAIR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SINCAVICH | |||||||
| PAST CHAIR | 1.67 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $642,950 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $96,753 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LANGE KIM & DOWELL LLP | |||||
| 6849 OLD DOMINION DR STE 225 | MCLEAN | VA | 221013705 | LEGAL | $154,510 |
| CAPITOL DECISIONS INC | |||||
| 800 MAINE AVESW 800 | WASHINGTON | DC | 20024 | GOVERNMENT AFFAIRS | $108,000 |
| WILLIAMS STEARNS ASSOCIATES PC | |||||
| 11250 ROGER BACON DRIVE UNIT 8 | RESTON | VA | 20190 | ACCOUNTING | $124,695 |
| THOMAS A BRIANT PA | |||||
| 7697 CRESS VIEW DRIVE | PRIOR LAKE | MN | 55372 | CONSULTING | $188,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Wholesaler Dues | 900099 | $636,296 | $0 | $636,296 |
| Magazine Advertising Inc | 541800 | $101,542 | $101,542 | $0 |
| CONVENTION INCOME | 900099 | $1,945,768 | $0 | $1,945,768 |
| GOVERNMENT & PUBLIC AFFAIRS | 900099 | $57,793 | $0 | $57,793 |
| INDUSTRY INITIATIVE | 900099 | $18,895 | $0 | $18,895 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $158,330 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $10,250 | UnrelatedBusinessRevenueAmt |
| Exclusion | $148,080 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,918,624 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $284,607 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $284,607 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,078,264 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $972,148 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $106,116 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,116 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $106,116 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET PARTNERSHIP LOSS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$559 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$559 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$559 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,308,788 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $111,233 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,197,555 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,203 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,418 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,784 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,964 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,972 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,510 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,695 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,600 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,993 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,505 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,300 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,646 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,466 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,400 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,119 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $773,037 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,855 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,841 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PUBLICATIONS | $82,663 | $0 | $0 | $0 |
| Day on the Hill | $21,560 | $0 | $0 | $0 |
| State Government Affairs | $34,997 | $0 | $0 | $0 |
| Member Communications & P | $5,765 | $0 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,299 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,194,592 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $576,723 | BOYAmt |
| EOY | $574,623 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,668 | BOYAmt |
| EOY | $202,380 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,794 | BOYAmt |
| EOY | $280,351 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,217 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $39,995 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,520 | BOYAmt |
| EOY | $6,222 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,873,107 | BOYAmt |
| EOY | $8,123,371 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,385 | BOYAmt |
| EOY | $3,400 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,865,197 | BOYAmt |
| EOY | $9,190,347 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,261 | BOYAmt |
| EOY | $92,747 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,357,433 | BOYAmt |
| EOY | $1,415,528 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,479,694 | BOYAmt |
| EOY | $1,508,275 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,385,503 | BOYAmt |
| EOY | $7,682,072 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,385,503 | BOYAmt |
| EOY | $7,682,072 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,865,197 | BOYAmt |
| EOY | $9,190,347 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $114,196 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $181,814 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $559 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (true) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $641,624 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $49,405 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$1,064,423 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | -$1,015,018 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $128,325 | AggregateReportedDuesNtcAmt |
| Taxable | $0 | TaxableAmt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I-A Line 1 | THE ASSOCIATION MAKES OCCASIONAL EXPENDITURES |
| Pt I-A Line 1 | TO SUPPORT CAMPAIGNS OF SELECTED CANDIDATES |
| Pt I-A Line 1 | THROUGH ITS POLITICAL ACTION COMMITTEE, |
| Pt I-A Line 1 | CONVENIENCE DISTRIBUTION ASSOCIATION PAC. |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,488,386 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $203,219 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $45,895 | GrantsOrScholarshipsAmt |
| Other Expenditures | $154,324 | OtherExpendituresAmt |
| Administrative Expenses | $3,000 | AdministrativeExpensesAmt |
| End Year Balance | $3,488,386 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,488,386 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $240,505 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $217,505 | OtherExpendituresAmt |
| Administrative Expenses | $3,000 | AdministrativeExpensesAmt |
| End Year Balance | $3,488,386 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,488,386 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$189,481 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$212,481 | OtherExpendituresAmt |
| Administrative Expenses | $3,000 | AdministrativeExpensesAmt |
| End Year Balance | $3,488,386 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,488,386 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $615,963 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $592,963 | OtherExpendituresAmt |
| Administrative Expenses | $3,000 | AdministrativeExpensesAmt |
| End Year Balance | $3,488,386 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,488,386 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $49,444 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,444 | OtherExpendituresAmt |
| Administrative Expenses | $3,000 | AdministrativeExpensesAmt |
| End Year Balance | $3,488,386 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.87000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,217 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,995 | DepreciationAmt |
| Book Value | $6,222 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,222 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,458,902 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $181,814 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $35,734 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $217,548 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,241,354 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $67,993 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$559 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $67,434 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,308,788 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,162,333 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $35,734 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $35,734 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,126,599 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $67,993 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $67,993 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,194,592 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt X, Line 2 | CDA has adopted the accounting of uncertainty in income taxes as required by the income taxes topic (Topic 740) of the FASB accounting standards codification. Topic 740 requires CDA to determine whether a tax position is more likely than not to be sustained upon examination by the applicable taxing authority, including resolution of any related appeals or litigation processes, based on the technical merits of the postion. The tax liability to be recognized is measured as the largest amount of liabilty that is more than fifty percent likely of being realized upon ultimate settlement, which could result in CDA recording a tax liability that would would reduce CDAs assets. Management has analyzed CDAs tax positions, and has concluded that no liability for unrecognized tax liabilities should be recorded related to uncertain tax positions filed for open years (2021 - 2023), or expected to be taken in the 2024 tax returns. CDA is not aware of any tax positions for which it believes that there is a reasonable possibility that the total amounts of unrecognized tax benefits will change materially in the next twelve months. |
| Pt V, Line 4 | Endowment funds are held by and used for the purposes of the Associations supporting organization, Distributors Education Foundation, Inc., exempt under 501c 3. The income earned on $2,825,690 of the endowment is unrestricted and utilized to fund the overall exempt operations of the Foundation. The income earned on $190,180 of the endowment is restricted to fund scholarships. Under the total return concept, it funds $20,000 of scholarships and $3,000 of administrative costs annually. The income earned on $11,310 of the endowment is restricted to fund the registration fee for a worthy participant of a Foundation Education program. $461,206 of the endowment balance is board designated with the income unrestricted. |
| Pt XI, Line 4b | PARTNERSHIP LOSS UNRECORDED IN FINANCIAL STATEMENTS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY BOLIN | |||||||||||||
| $415,000 | $0 | $0 | $0 | $0 | $0 | $34,500 | $0 | $27,514 | $0 | $477,014 | $0 | $0 | $0 |
| ANGELA SIMONETTI | |||||||||||||
| $168,533 | $0 | $10,000 | $0 | $0 | $0 | $14,266 | $0 | $8,390 | $0 | $201,189 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (26 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 7a | THE ASSOCIATION HAS MEMBERS WHO ARE CONNECTED WITH THE |
| Pt VI, Line 6 | DISTRIBUTION AND SALE OF CANDY, TOBACCO AND RELATED |
| Pt VI, Line 6 | PRODUCTS. |
| Pt VI, Line 7a | THE ASSOCIATION HAS MEMBERS WHO ARE ELIGIBLE TO VOTE |
| Pt VI, Line 7a | TO ELECT THE BOARD OF DIRECTORS. |
| Pt VI, Line 11b | A COPY OF THE FORM 990 AND 990-T WAS REVIEWED BY THE |
| Pt VI, Line 11b | BOARD CHAIR PRIOR TO FILING WITH IRS. CLARIFICATION OR |
| Pt VI, Line 11b | ADDITIONAL INFORMATION WAS OBTAINED FROM ASSOCIATION |
| Pt VI, Line 11b | STAFF AND/OR THE TAX PREPARER AS NECESSARY. |
| Pt VI, Line 11b | SUBSEQUENTLY, ALL BOARD MEMBERS WERE PROVIDED ACCESS TO |
| Pt VI, Line 11b | AN ELECTRONIC COPY OF THE FINAL RETURNS. |
| Pt VI, Line 15a | THE ASSOCIATIONS EXECUTIVE COMPENSATION WAS DETERMINED |
| Pt VI, Line 15a | USING COMPARABLE DATA FROM BOTH THE 990S OF OTHER |
| Pt VI, Line 15a | ORGANIZATIONS AND A COMPENSATION SURVEY. THIS DATA WAS |
| Pt VI, Line 15a | EVALUATED BY A COMPENSATION CONSULTANT, REVIEWED AND |
| Pt VI, Line 15a | APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD, AND |
| Pt VI, Line 15a | DOCUMENTED IN MINUTES AND IN AN EMPLOYMENT CONTRACT. |
| Pt VI, Line 19 | THE ASSOCIATION MAKES FORM 990 AND ORGANIZING DOCUMENTS |
| Pt VI, Line 19 | AVAILABLE TO THE PUBLIC PER IRS GUIDELINES. |
| Pt XI | OTHER CHANGES IN NET ASSETS, PARTNERHIP LOSS UNRECORDED IN FINANCIAL STATEMENTS. |
| Form 990, Part III, Line 4d | GOVERNMENT AFFAIRS AND LEGISLATIVE ACTIVITIES: |
| Form 990, Part IX, Line 11g | Conference Management (00 44432. |
| Form 990, Part IX, Line 11g | Consultant Fees (002) 9500. |
| Form 990, Part IX, Line 11g | Consulting Fees (011) 276362. |
| Form 990, Part IX, Line 11g | Consulting Fees (999) 51030. |
| Form 990, Part IX, Line 11g | Secretarial & Bookkeeping 4181. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRIBUTORS EDUCATION FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 ROGER BACON DR 8 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521727434 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | C 3 | ExemptCodeSectionTxt |
| Public Charity Status | 509 A 3 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DISTRIBUTORS EDUCATION FOUNDATION INC | ||
| Q | $148,080 | COST |
| DISTRIBUTORS EDUCATION FOUNDATION INC SEE ABOVE | ||
| I | ||
| DISTRIBUTORS EDUCATION FOUNDATION INC SEE ABOVE | ||
| K | ||
| DISTRIBUTORS EDUCATION FOUNDATION INC SEE ABOVE | ||
| M | ||
| DISTRIBUTORS EDUCATION FOUNDATION INC SEE ABOVE | ||
| N | ||
| DISTRIBUTORS EDUCATION FOUNDATION INC | ||
| B | CASH | |
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