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Nonprofiteer
← MICHIGAN BEER AND WINE WHOLESALERS ASSN

Form 990 for tax year 2022

Filed by MICHIGAN BEER AND WINE WHOLESALERS ASSN.

Totals

Total revenue
$2,614,609
Total expenses
$2,524,968
Contributions and grants received
$0
Grants paid
$165,591
Program service revenue
$2,168,777
Investment income
$56,285
Other revenue
$389,547
Total assets, end of year
$5,782,849
Total liabilities, end of year
$1,155,442
Net assets or fund balances, end of year
$4,627,407
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 $1,826,408 · related or exempt $1,826,408

  • 2b · Program service revenue: CONVENTIONS & SEMINARS

    total $329,794 · related or exempt $329,794

  • 2c · Program service revenue: PUBLIC RELATIONS

    total $12,575 · related or exempt $12,575

  • 3 · Investment income

    total $65,714 · excluded $65,714

  • 6a · Gross rents

    real property $21,000

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $21,000

  • 6d · Net rental income or loss

    total $21,000 · excluded $21,000

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

    other assets $9,429

  • 7c · Gain or loss

    other assets -$9,429

  • 7d · Net gain or loss

    total -$9,429 · excluded -$9,429

  • 11a · Other revenue: SALARY & O/H REIMBURSE

    total $287,278 · related or exempt $287,278

  • 11b · Other revenue: REIMBURSED EXPENSES

    total $81,269 · related or exempt $81,269

  • 11e · Other revenue, total

    $368,547

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $165,591

  • 5 · Compensation of officers, directors and key employees

    total $311,066

  • 7 · Other salaries and wages

    total $345,356

  • 8 · Pension plan contributions

    total $36,017

  • 9 · Other employee benefits

    total $136,192

  • 10 · Payroll taxes

    total $51,209

  • 11b · Fees: legal

    total $119,134

  • 11c · Fees: accounting

    total $22,721

  • 11d · Fees: lobbying

    total $167,874

  • 11f · Fees: investment management

    total $18,922

  • 11g · Fees: other

    total $108,000

  • 12 · Advertising and promotion

    total $69,996

  • 13 · Office expenses

    total $52,587

  • 14 · Information technology

    total $2,043

  • 16 · Occupancy

    total $130,297

  • 17 · Travel

    total $197,599

  • 19 · Conferences, conventions and meetings

    total $410,464

  • 22 · Depreciation, depletion and amortization

    total $82,147

  • 23 · Insurance

    total $11,709

  • 24a · Other expenses: OTHER TAXES

    total $36,000

  • 24b · Other expenses: MISCELLANEOUS

    total $32,414

  • 24c · Other expenses: OVERHEAD REIMBURSEMENT

    total $17,630

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,720,845 · end of year $3,367,115

  • 4 · Accounts receivable

    end of year $225

  • 9 · Prepaid expenses and deferred charges

    beginning of year $143,441 · end of year $135,538

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

    $2,581,683

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

    $1,081,993

  • 10c · Land, buildings and equipment, net

    beginning of year $1,546,559 · end of year $1,499,690

  • 12 · Investments: other securities

    beginning of year $603,262 · end of year $644,114

  • 15 · Other assets

    beginning of year $41,839 · end of year $136,167

  • 17 · Accounts payable and accrued expenses

    beginning of year $68,003 · end of year $85,941

  • 19 · Deferred revenue

    beginning of year $1,506,787 · end of year $1,069,501

  • 25 · Other liabilities

    beginning of year $41,839 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $4,439,317 · end of year $4,627,407

Mission and programs · 2022

Mission

TO PROMOTE AND PROTECT THE GENERAL WELFARE AND INTERESTS OF MICHIGAN WHOLESALE BEER AND WINE DISTRIBUTORS; TO FACILITATE GOOD WILL IN THE DISTRIBUTION INDUSTRY; TO EDUCATE THE MEMBERS AND THE PUBLIC; AND TO PROMOTE THE RESPONSIBLE USE OF THE PRODUCTS THEY DISTRIBUTE.

Activities or mission (Part I)

TO PROMOTE AND PROTECT THE GENERAL WELFARE OF MICHIGAN WHOLESALE BEER AND WINE DISTRIBUTORS.

  • GENERAL ASSOCIATION, COMMUNICATIONS, PROMOTION AND EDUCATION PROVIDED TO 45 MEMBERS.

As filed on the 2022 return.

Listed in Part VII

  • Bud Dunn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Mark Ribel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Larry Cekola

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Tom Schultz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jeff Quasarano

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • J Lewis Cooper III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Shannon Gary

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • James Warbritton

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Aj Mathews

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Joanie O'Sullivan-Butler

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • William O'Brien Fox

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Spencer Nevins

    PRESIDENT

    Total calculated
    $325,994
    From this org
    $294,973
    From related orgs
    $0
    Other
    $31,021
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $294,973
    Bonus
    $0
    Other
    $0
    Deferred
    $28,813
    Nontaxable benefits
    $2,208
    Filer's total
    $325,994

  • Brett Visner

    VICE PRESIDENT OF PUBLIC AFFAIRS

    Total calculated
    $160,750
    From this org
    $121,268
    From related orgs
    $0
    Other
    $39,482
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,268
    Bonus
    $0
    Other
    $0
    Deferred
    $13,100
    Nontaxable benefits
    $26,382
    Filer's total
    $160,750

  • Brandi Tribell

    VICE PRESIDENT OF OPERATIONS & EVENTS

    Total calculated
    $122,071
    From this org
    $108,496
    From related orgs
    $0
    Other
    $13,575
    Hours/week
    40

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 · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 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
THE AMOUNT PAID FOR TRAVEL FOR COMPANIONS AND SOCIAL CLUB DUES/FEES IS REPORTED ON THE W-2 AS TAXABLE INCOME.

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.

  • MICHIGAN BEER & WINE WHOLESALERS POLITICAL ACTION COMMITTEE

    527 · TO PROMOTE THE VIEWPOINTS AND BEST INTERESTS OF ASSOCIATION MEMBERS · MI

    Directly controlled by MICHIGAN BEER & WINE WHOLESALERS ASSOCIATION

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • MBWWA SERVICES INC

    C · MANAGEMENT SERVICES · MI · 100% owned · share of income $1,100,069 · share of assets $665,344 · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
19 March 2024
IRS schema version
2022v5.0
Source object
202430869349301778

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