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← CALIFORNIA BEER & BEVERAGE DISTRIBUTORS COMMUNITY AFFAIRS FND

Form 990 for tax year 2023

Filed by CALIFORNIA BEER & BEVERAGE DISTRIBUTORS COMMUNITY AFFAIRS FND.

Totals

Total revenue
$2,939,912
Total expenses
$2,488,845
Contributions and grants received
$0
Grants paid
$56,072
Program service revenue
$2,834,367
Investment income
$105,545
Other revenue
$0
Total assets, end of year
$6,445,887
Total liabilities, end of year
$613,398
Net assets or fund balances, end of year
$5,832,489
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $2,833,767 · related or exempt $2,833,767

  • 2b · Program service revenue: CONVENTION REVENUE

    total $600 · related or exempt $600

  • 3 · Investment income

    total $105,545 · excluded $105,545

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $56,072

  • 5 · Compensation of officers, directors and key employees

    total $682,360

  • 7 · Other salaries and wages

    total $514,102

  • 8 · Pension plan contributions

    total $162,977

  • 9 · Other employee benefits

    total $88,868

  • 10 · Payroll taxes

    total $55,006

  • 11b · Fees: legal

    total $181,343

  • 11c · Fees: accounting

    total $71,194

  • 11d · Fees: lobbying

    total $74,460

  • 11g · Fees: other

    total $104,580

  • 12 · Advertising and promotion

    total $1,936

  • 13 · Office expenses

    total $66,106

  • 16 · Occupancy

    total $119,770

  • 17 · Travel

    total $47,665

  • 19 · Conferences, conventions and meetings

    total $48,389

  • 22 · Depreciation, depletion and amortization

    total $20,274

  • 23 · Insurance

    total $16,334

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $63,017

  • 24b · Other expenses: COMMUNITY AFFAIRS

    total $50,682

  • 24c · Other expenses: PRINTING & PUBLICATION

    total $26,408

  • 24d · Other expenses: FEDERAL PROXY TAXES

    total $20,000

  • 24e · All other expenses

    total $17,302

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $5,649,517 · end of year $6,073,453

  • 4 · Accounts receivable

    beginning of year $350

  • 9 · Prepaid expenses and deferred charges

    beginning of year $62,144 · end of year $38,108

  • 10a · Land, buildings and equipment: cost or other basis

    $236,955

  • 10b · Land, buildings and equipment: accumulated depreciation

    $195,680

  • 10c · Land, buildings and equipment, net

    beginning of year $56,349 · end of year $41,275

  • 15 · Other assets

    beginning of year $407,216 · end of year $293,051

  • 17 · Accounts payable and accrued expenses

    beginning of year $360,263 · end of year $298,273

  • 25 · Other liabilities

    beginning of year $433,891 · end of year $315,125

  • 27 · Net assets without donor restrictions

    beginning of year $3,285,879 · end of year $3,808,488

  • 28 · Net assets with donor restrictions

    beginning of year $2,095,543 · end of year $2,024,001

Mission and programs · 2023

Mission

CALIFORNIA BEER AND BEVERAGE DISTRIBUTORS (CBBD) SERVES AS THE UNIFIED VOICE FOR CALIFORNIA'S BEER DISTRIBUTORS ON LEGISLATIVE AND REGULATORY MATTERS AFFECTING THE BEER DISTRIBUTION INDUSTRY.

Activities or mission (Part I)

SERVES AS THE UNIFIED VOICE FOR CALIFORNIA'S BEER DISTRIBUTORS ON LEGISLATIVE AND REGULATORY MATTERS AFFECTING THE BEER DISTRIBUTION INDUSTRY.

  • THE ASSOCIATION MAINTAINS EDUCATIONAL PROGRAMS, A REGULATORY AFFAIRS PROGRAM, LEGISLATIVE REPRESENTATION, AND AN ANNUAL TRADE SHOW/CONVENTION IN ORDER TO MAINTAIN PROFESSIONALISM WITHIN THE INDUSTRY, FOSTER COOPERATION WITH GOVERNMENTAL REGULATORY AGENCIES AND EDUCATE THE PUBLIC.

As filed on the 2023 return.

Listed in Part VII

  • JOHN AMENDOLA

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • STEVEN S SOURAPAS

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • THOMAS AREYES

    CHIEF FINANCIAL OFFICER/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SCOTT COOPER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JASON MUSSETTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • VICTORIA G HORTON

    PRESIDENT/CEO

    Total calculated
    $682,360
    From this org
    $588,445
    From related orgs
    $0
    Other
    $93,915
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $586,315
    Bonus
    $0
    Other
    $2,130
    Deferred
    $65,979
    Nontaxable benefits
    $27,936
    Filer's total
    $682,360

  • REBECCA K STOLBERG

    VICE PRESIDENT

    Total calculated
    $300,071
    From this org
    $206,809
    From related orgs
    $0
    Other
    $93,262
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,809
    Bonus
    $0
    Other
    $0
    Deferred
    $66,000
    Nontaxable benefits
    $27,262
    Filer's total
    $300,071

  • RHONDA K STEVENSON

    SR. DIR. OF MARKETING & PUBLIC AFFAIRS

    Total calculated
    $277,297
    From this org
    $187,908
    From related orgs
    $0
    Other
    $89,389
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,908
    Bonus
    $0
    Other
    $0
    Deferred
    $65,979
    Nontaxable benefits
    $23,410
    Filer's total
    $277,297

  • LEE-ANNE WEBSTER

    SR. DIR. FISCAL & OFFICE OPERATIONS

    Total calculated
    $182,736
    From this org
    $133,061
    From related orgs
    $0
    Other
    $49,675
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,061
    Bonus
    $0
    Other
    $0
    Deferred
    $30,998
    Nontaxable benefits
    $18,677
    Filer's total
    $182,736

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

FIRST-CLASS OR CHARTER TRAVEL
FIRST CLASS TRAVEL IS PROVIDED TO THE OFFICERS ON A PERIODIC BASIS WHEN BUSINESS TRAVEL IS REQUIRED OR LONGER FLIGHTS. THIS BENEFIT IS NOT TREATED AS TAXABLE COMPENSATION.
HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES
GYM MEMBERSHIP WAS PROVIDED TO VICTORIA HORTON. THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202413189349312211

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