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Nonprofiteer
← WINE & SPIRITS WHOLESALERS OF AMERICA INC

Form 990 for tax year 2024

Filed by WINE & SPIRITS WHOLESALERS OF AMERICA INC.

Totals

Total revenue
$16,216,923
Total expenses
$15,176,929
Contributions and grants received
$0
Grants paid
$105,000
Program service revenue
$13,515,692
Investment income
$2,619,299
Other revenue
$81,932
Total assets, end of year
$61,932,301
Total liabilities, end of year
$8,147,049
Net assets or fund balances, end of year
$53,785,252
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • FRANCIS CREIGHTON

    PRESIDENT & CEO

    Total calculated
    $898,108
    From this org
    $803,609
    From related orgs
    $0
    Other
    $94,499
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $618,060
    Bonus
    $180,000
    Other
    $5,549
    Deferred
    $70,700
    Nontaxable benefits
    $23,799
    Filer's total
    $898,108

  • DINA OPICI VICE CHAIRMAN

    UNTIL 09/24, CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • DOUGLAS SHAW CHAIRMAN

    UNTIL 09/24, BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CUTTER SMITH TREASURER

    UNTIL 09/24, VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • BARKLEY STUART

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL HERTZ BOARD

    MEMBER - UNTIL 09/24, TREASURER

    Total calculated
    $0
    Hours/week
    2

  • STEVEN BECKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • THOMAS COLE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ROBERT HARMELIN

    BOARD MEMBER - UNTIL 9/24

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • SARA HARMELIN

    BOARD MEMBER - AS OF 9/24

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • STAN HASTINGS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • RYAN MOSES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LACEY SADOFF

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • AMY BARRIAULT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DANIEL WIRTZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MARC SACHS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DAWSON HOBBS

    EVP, GOV AFFAIRS

    Total calculated
    $400,088
    From this org
    $367,471
    From related orgs
    $0
    Other
    $32,617
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $336,922
    Bonus
    $25,000
    Other
    $5,549
    Deferred
    $20,700
    Nontaxable benefits
    $11,917
    Filer's total
    $400,088

  • JACOB E HEGEMAN

    SVP, LEGAL & GENERAL COUNSEL

    Total calculated
    $336,212
    From this org
    $317,040
    From related orgs
    $0
    Other
    $19,172
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,491
    Bonus
    $30,000
    Other
    $5,549
    Deferred
    $19,172
    Nontaxable benefits
    $0
    Filer's total
    $336,212

  • REBECCA WALKER

    SVP, FINANCE & ADMIN

    Total calculated
    $320,715
    From this org
    $289,649
    From related orgs
    $0
    Other
    $31,066
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $274,100
    Bonus
    $10,000
    Other
    $5,549
    Deferred
    $17,786
    Nontaxable benefits
    $13,280
    Filer's total
    $320,715

  • KARI LANGERMAN

    SVP, MEETINGS & EVENTS

    Total calculated
    $230,651
    From this org
    $217,595
    From related orgs
    $0
    Other
    $13,056
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,046
    Bonus
    $20,000
    Other
    $5,549
    Deferred
    $13,056
    Nontaxable benefits
    $0
    Filer's total
    $230,651

  • MICHAEL BILELLO

    EVP, STRATEGIC COMM & MKTG

    Total calculated
    $396,500
    From this org
    $345,298
    From related orgs
    $0
    Other
    $51,202
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $316,369
    Bonus
    $25,000
    Other
    $3,929
    Deferred
    $20,700
    Nontaxable benefits
    $30,502
    Filer's total
    $396,500

  • CATHERINE MCDANIEL

    SVP, MEMBER ADVOCACY

    Total calculated
    $311,843
    From this org
    $260,253
    From related orgs
    $0
    Other
    $51,590
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $229,704
    Bonus
    $25,000
    Other
    $5,549
    Deferred
    $16,712
    Nontaxable benefits
    $34,878
    Filer's total
    $311,843

  • CODY TUCKER

    VP, FEDERAL AFFAIRS

    Total calculated
    $268,067
    From this org
    $237,303
    From related orgs
    $0
    Other
    $30,764
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,754
    Bonus
    $15,000
    Other
    $5,549
    Deferred
    $14,385
    Nontaxable benefits
    $16,379
    Filer's total
    $268,067

  • CHELSEA CRUCITTI

    VP, STATE AFFAIRS

    Total calculated
    $225,857
    From this org
    $203,803
    From related orgs
    $0
    Other
    $22,054
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,837
    Bonus
    $17,000
    Other
    $1,966
    Deferred
    $12,312
    Nontaxable benefits
    $9,742
    Filer's total
    $225,857

  • DWAYNE CARSON

    SR. DIRECTOR, GOV AFFAIRS

    Total calculated
    $229,008
    From this org
    $206,943
    From related orgs
    $0
    Other
    $22,065
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,407
    Bonus
    $10,000
    Other
    $5,536
    Deferred
    $12,644
    Nontaxable benefits
    $9,421
    Filer's total
    $229,008

  • MARY CLARKE

    VP, LEGAL & REGULATORY

    Total calculated
    $217,094
    From this org
    $197,376
    From related orgs
    $0
    Other
    $19,718
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,870
    Bonus
    $10,000
    Other
    $5,506
    Deferred
    $12,135
    Nontaxable benefits
    $7,583
    Filer's total
    $217,094

  • ROBERT WIGGANS

    VP, MEMBERSHIP & DATA SVCS

    Total calculated
    $196,869
    From this org
    $156,623
    From related orgs
    $0
    Other
    $40,246
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,707
    Bonus
    $10,150
    Other
    $3,766
    Deferred
    $9,772
    Nontaxable benefits
    $30,474
    Filer's total
    $196,869

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 · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 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)

PART I, LINE 1A
WSWA PAYS MONTHLY HEALTH/SOCIAL CLUB DUES FOR THE FOLLOWING PERSONS: CATHERINE MCDANIEL, DAWSON HOBBS, DWAYNE CARSON, FRANCIS CREIGHTON, AND CODY TUCKER. THESE PAYMENTS ARE NOT REPORTED AS TAXABLE COMPENSATION TO THE EMPLOYEE.

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • WSWA EDUCATIONAL FOUNDATION INC

    501(C)(3) · FUNDING INDUSTRY RESEARCH AND PROVIDING COLLEGE SCHOLARSHIPS · DC · controlled entity

    Directly controlled by WINE & SPIRITS WHOLESALERS OF AMERICA INC

  • WINE & SPIRITS WHOLESALERS OF AMERICA POLITICAL ACTION COMMITTEE

    527 · ADVOCATE POLITICAL INTERESTS OF WINE & SPIRITS WHOLESALERS OF AMERICA, INC. · DC · controlled entity

    Directly controlled by WINE & SPIRITS WHOLESALERS OF AMERICA INC

  • PROJECT 21

    501(C)(4) · GRASSROOTS · DC · controlled entity

    Directly controlled by WINE & SPIRITS WHOLESALERS OF AMERICA INC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • WSWA SERVICES LLC

    ALCOHOL E-COMMERCE THAT SUPPORTS THE THREE-TIER SYSTEM · DC · income -$1,438,203 · assets $0

    Directly controlled by WINE & SPIRITS WHOLESALERS OF AMERICA INC

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202533219349310283

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