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Nonprofiteer
← UTAH BEER WHOLESALERS ASSOCIATION

Form 990 for tax year 2023

Filed by UTAH BEER WHOLESALERS ASSOCIATION.

Totals

Total revenue
$202,093
Total expenses
$163,387
Contributions and grants received
$193,736
Grants paid
$2,500
Program service revenue
$0
Investment income
$8,357
Other revenue
$0
Total assets, end of year
$442,287
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$442,287
Program services expenses (Part IX)
$151,217
Management and general expenses
$12,170
Fundraising expenses
$0
Program service expenses (Part III)
$151,217

Program services were 92.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $193,736

  • 3 · Investment income

    total $13,310 · excluded $13,310

  • 7a · Gross sales of assets other than inventory

    securities $73,296

  • 7b · Less cost or other basis and sales expenses

    securities $78,249

  • 7c · Gain or loss

    securities -$4,953

  • 7d · Net gain or loss

    total -$4,953 · excluded -$4,953

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,500 · program services $2,500

  • 11b · Fees: legal

    total $126,072 · program services $126,072

  • 11c · Fees: accounting

    total $3,373 · management and general $3,373

  • 11d · Fees: lobbying

    total $10,000 · program services $10,000

  • 11f · Fees: investment management

    total $2,438 · management and general $2,438

  • 13 · Office expenses

    total $237 · program services $37 · management and general $200

  • 17 · Travel

    total $11,160 · program services $11,160

  • 19 · Conferences, conventions and meetings

    total $1,448 · program services $1,448

  • 23 · Insurance

    total $307 · management and general $307

  • 24a · Other expenses: Meals & Entertainment

    total $2,293 · management and general $2,293

  • 24b · Other expenses: Books & Subscriptions

    total $1,855 · management and general $1,855

  • 24c · Other expenses: Memberships & Dues

    total $1,020 · management and general $1,020

  • 24d · Other expenses: Board Meetings

    total $575 · management and general $575

  • 24e · All other expenses

    total $109 · management and general $109

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $82,735 · end of year $111,449

  • 2 · Savings and temporary cash investments

    beginning of year $49,870 · end of year $51,115

  • 4 · Accounts receivable

    beginning of year $16,120 · end of year $19,709

  • 11 · Investments: publicly traded securities

    beginning of year $233,048 · end of year $260,014

  • 27 · Net assets without donor restrictions

    beginning of year $381,773 · end of year $442,287

Mission and programs · 2023

Mission

Work with government agencies, the public and businesses to promote better relations, safety and understanding and awareness of issues related to alcoholic beverages.

  • Work with government agencies, the public and businesses to promote better relations, safety and understanding and awareness of issues related to alchoholic beverages.

    Expenses $151,217 · Grants $2,500

As filed on the 2023 return.

Listed in Part VII

  • Andy Zweber

    Chairman

    Total calculated
    $0
    Hours/week
    0.3

  • Keith Jeffrey

    Vice Chairman

    Total calculated
    $0
    Hours/week
    0.3

  • Terry White

    Treasurer

    Total calculated
    $0
    Hours/week
    0.3

  • David Whitehead

    Director

    Total calculated
    $0
    Hours/week
    0.3

  • Ryan Harding

    Director

    Total calculated
    $0
    Hours/week
    0.3

  • Pat Taylor

    Director

    Total calculated
    $0
    Hours/week
    0.3

  • Tyler Peterson

    Director

    Total calculated
    $0
    Hours/week
    0.3

  • Katie A Bradshaw

    Exec Direct/Secret

    Total calculated
    $0
    Hours/week
    12

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2024
IRS schema version
2023v5.0
Source object
202441349349307644

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