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Nonprofiteer
← NATIONAL BEER WHOLESALERS ASSOCIATION INC

Form 990 for tax year 2023

Filed by NATIONAL BEER WHOLESALERS ASSOCIATION INC.

Totals

Total revenue
$18,313,680
Total expenses
$16,978,099
Contributions and grants received
$0
Grants paid
$15,616
Program service revenue
$17,211,521
Investment income
$1,102,159
Other revenue
$0
Total assets, end of year
$46,203,442
Total liabilities, end of year
$11,928,994
Net assets or fund balances, end of year
$34,274,448
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: Dues and Assessments

    total $13,772,261 · related or exempt $13,772,261

  • 2b · Program service revenue: Convention / Tradeshow

    total $3,244,933 · related or exempt $3,244,933

  • 2c · Program service revenue: Member Services

    total $142,838 · related or exempt $142,838

  • 2d · Program service revenue: BIECC Coalition Fees

    total $51,489 · related or exempt $51,489

  • 3 · Investment income

    total $889,341 · excluded $889,341

  • 7a · Gross sales of assets other than inventory

    securities $2,952,292

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

    securities $2,720,251 · other assets $19,223

  • 7c · Gain or loss

    securities $232,041 · other assets -$19,223

  • 7d · Net gain or loss

    total $212,818 · excluded $212,818

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $15,616

  • 5 · Compensation of officers, directors and key employees

    total $2,311,759

  • 7 · Other salaries and wages

    total $4,013,038

  • 8 · Pension plan contributions

    total $402,395

  • 9 · Other employee benefits

    total $622,668

  • 10 · Payroll taxes

    total $276,399

  • 11b · Fees: legal

    total $666,462

  • 11c · Fees: accounting

    total $41,110

  • 11d · Fees: lobbying

    total $260,441

  • 11f · Fees: investment management

    total $105,080

  • 11g · Fees: other

    total $1,210,421

  • 12 · Advertising and promotion

    total $16,475

  • 13 · Office expenses

    total $186,876

  • 14 · Information technology

    total $401,912

  • 16 · Occupancy

    total $327,303

  • 17 · Travel

    total $758,220

  • 19 · Conferences, conventions and meetings

    total $3,376,425

  • 20 · Interest

    total $176,234

  • 22 · Depreciation, depletion and amortization

    total $267,593

  • 23 · Insurance

    total $48,082

  • 24a · Other expenses: Industry Membership Due

    total $449,890

  • 24b · Other expenses: Public/Member Relations

    total $413,293

  • 24c · Other expenses: Def. Comp. Invest. Port

    total $244,270

  • 24d · Other expenses: Taxes

    total $177,607

  • 24e · All other expenses

    total $208,530

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $113,076 · end of year $51,818

  • 2 · Savings and temporary cash investments

    beginning of year $12,625,921 · end of year $4,626,085

  • 4 · Accounts receivable

    beginning of year $189,419 · end of year $172,981

  • 9 · Prepaid expenses and deferred charges

    beginning of year $431,178 · end of year $320,708

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

    $3,348,602

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

    $417,594

  • 10c · Land, buildings and equipment, net

    beginning of year $202,736 · end of year $2,931,008

  • 11 · Investments: publicly traded securities

    beginning of year $21,308,986 · end of year $33,126,445

  • 15 · Other assets

    beginning of year $1,553,949 · end of year $4,974,397

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,400,077 · end of year $2,127,704

  • 19 · Deferred revenue

    beginning of year $2,239,382 · end of year $2,668,443

  • 25 · Other liabilities

    beginning of year $1,553,949 · end of year $7,132,847

  • 27 · Net assets without donor restrictions

    beginning of year $30,231,857 · end of year $34,274,448

Mission and programs · 2023

Mission

To provide leadership which enhances the independent beer distribution industry; to advocate before government and the public; to encourage the responsible consumption of beer; and to provide programs and services that will benefit its members.

Activities or mission (Part I)

To provide leadership for the independent beer distribution industry; advocate before government and the public; and provide membership programs.

  • NBWA implements initiatives to educate regulators, lawmakers, and other key decision makers about the economic, commercial and regulatory value that independent beer distributors deliver in markets across the country. NBWA also advocates on issues regarding today's independent beer distribution system and state-based alcohol regulation, a system which balances public health concerns with robust marketplace competition.

  • NBWA provides services to its members including detailed industry studies and reports, sales execution tools and related training, educational webinars and roundtables, access to comprehensive insurance programs, and a monthly statistical release indicating beer purchasing activity.

  • NBWA provides legal counsel and guidance to its members in response to litigation pertinent to beer distribution businesses and state-based alcohol regulation.

As filed on the 2023 return.

Listed in Part VII

  • Craig Purser

    President & CEO

    Total calculated
    $1,812,426
    From this org
    $1,359,963
    From related orgs
    $0
    Other
    $452,463
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $993,250
    Bonus
    $350,000
    Other
    $16,713
    Deferred
    $415,400
    Nontaxable benefits
    $37,063
    Filer's total
    $1,812,426

  • Gordon Green

    Immediate Past Chairman

    Total calculated
    $0
    Hours/week
    5

  • James Fabiano II

    Chairman

    Total calculated
    $0
    Hours/week
    5

  • Rebecca Maisel

    Vice Chairman

    Total calculated
    $0
    Hours/week
    5

  • Steve Beykirch

    Treasurer

    Total calculated
    $0
    Hours/week
    5

  • Luke Dahlheimer

    Secretary

    Total calculated
    $0
    Hours/week
    5

  • Peter Heimark

    Immediate Past Chairman until 10/23

    Total calculated
    $0
    Hours/week
    5

  • Kyle Barbeau

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Nick Bland

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Jason Brown

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Kristen Burke

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Steve Economos

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Andy Fechtel

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Beth Gaither

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Stanley Hastings

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Joe Hedinger

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Chris Kaminiski

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Tyler Kelly

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Robby Maletis

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Jacquelyn Mancini

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Emma Natale

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Tyler Nelson

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Annie Pfinsgrafff

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Todd Robichaux

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Kristopher Schott

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Laurel Slick

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Winburn Stewart III

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Steven Tigani

    Director (from 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Nick Amendola

    Director (until 10/24)

    Total calculated
    $0
    Hours/week
    1

  • Evan Athanas

    Director (until 10/24)

    Total calculated
    $0
    Hours/week
    1

  • Jacob Benton

    Director (until 10/24)

    Total calculated
    $0
    Hours/week
    1

  • Tom Kilbride

    Director (until 10/24)

    Total calculated
    $0
    Hours/week
    1

  • Jack Kolbeck

    Director (until 10/24)

    Total calculated
    $0
    Hours/week
    1

  • Frank LaRose

    Director (until 10/24)

    Total calculated
    $0
    Hours/week
    1

  • Michael Lazzerini

    Director (until 10/24)

    Total calculated
    $0
    Hours/week
    1

  • Shannon McQuade-Ely

    Director (until 10/24)

    Total calculated
    $0
    Hours/week
    1

  • Chris Reed

    Director (until 10/24)

    Total calculated
    $0
    Hours/week
    1

  • Adam Reeder

    Director (until 10/24)

    Total calculated
    $0
    Hours/week
    1

  • Brooke Sherick-Odom

    Director (until 10/24)

    Total calculated
    $0
    Hours/week
    1

  • Aden Short

    Director (until 10/24)

    Total calculated
    $0
    Hours/week
    1

  • Terry Timmerman

    Director (until 10/24)

    Total calculated
    $0
    Hours/week
    1

  • Sean Valentine

    Director (until 10/24)

    Total calculated
    $0
    Hours/week
    1

  • Blair Watson

    Director (until 10/24)

    Total calculated
    $0
    Hours/week
    1

  • Lisa Zashin

    Director (until 10/24)

    Total calculated
    $0
    Hours/week
    1

  • Rick Albrecht

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Bertucci

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • Aaron Caffey

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • Travis Erwin

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • David J Farrell Jr

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • Mike Frank

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • Peter Gallo

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • Keith Hartnett

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • Matthew Hogan

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • Tony Kozol

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • Michael LaMonica

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • Mike Markovich

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • Andrew McMillan

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • Brad Nichols

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • William Reyes

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • Gregory Smith

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • Mike Stokes

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • Timothy Sullivan

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • Paul Turner

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • Terrence White

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • Byron Yahnis

    Director (until 10/25)

    Total calculated
    $0
    Hours/week
    1

  • Chris Black

    Director (until 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Chris Clark

    Director (until 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Nick Economos

    Director (until 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Jimmy Ellsworth

    Director (until 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Nate Huddleston

    Director (until 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Suzanne Kasprzak

    Director (until 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Mark Kramer

    Director (until 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Phil Meacham

    Director (until 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Stephen Mos

    Director (until 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Mike Pfalmer

    Director (until 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Sean Rose

    Director (until 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Dan Scovel

    Director (until 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Frank Sousa

    Director (until 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Mike Sprecht

    Director (until 10/23)

    Total calculated
    $0
    Hours/week
    1

  • MaryKate Scheinost

    Director (until 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Stanley Ziherl Jr

    Director (until 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Kimberly McKinnish

    COO

    Total calculated
    $499,333
    From this org
    $400,213
    From related orgs
    $0
    Other
    $99,120
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $329,997
    Bonus
    $55,000
    Other
    $15,216
    Deferred
    $65,400
    Nontaxable benefits
    $33,720
    Filer's total
    $499,333

  • Laurie Knight

    EVP & Chief Advocacy Offic

    Total calculated
    $833,350
    From this org
    $674,432
    From related orgs
    $0
    Other
    $158,918
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $591,600
    Bonus
    $55,000
    Other
    $27,832
    Deferred
    $145,400
    Nontaxable benefits
    $13,518
    Filer's total
    $833,350

  • Paul Pisano

    SVP & General Counsel

    Total calculated
    $555,196
    From this org
    $454,673
    From related orgs
    $0
    Other
    $100,523
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $387,163
    Bonus
    $50,000
    Other
    $17,510
    Deferred
    $65,400
    Nontaxable benefits
    $35,123
    Filer's total
    $555,196

  • Patricia Rouzie

    SVP Membership & Meetings

    Total calculated
    $374,108
    From this org
    $320,082
    From related orgs
    $0
    Other
    $54,026
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $278,468
    Bonus
    $26,000
    Other
    $15,614
    Deferred
    $40,546
    Nontaxable benefits
    $13,480
    Filer's total
    $374,108

  • Lester Jones

    Chief Economist

    Total calculated
    $319,351
    From this org
    $252,947
    From related orgs
    $0
    Other
    $66,404
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $220,142
    Bonus
    $24,000
    Other
    $8,805
    Deferred
    $32,841
    Nontaxable benefits
    $33,563
    Filer's total
    $319,351

  • David Christman

    VP State Affairs

    Total calculated
    $353,156
    From this org
    $282,667
    From related orgs
    $0
    Other
    $70,489
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $240,173
    Bonus
    $34,000
    Other
    $8,494
    Deferred
    $36,846
    Nontaxable benefits
    $33,643
    Filer's total
    $353,156

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 · Travel for companions
  • 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 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

Part I, Line 1a
First class travel is allowed for the President and Chairman of the Board if the flights are longer than 3 hours. The President's spouse is required to attend all Board of Directors travel per his employment contract. The President's contract provides for social club dues as related to business entertainment.
Part I, Line 4b
The Association sponsors non-qualified supplemental retirement plans for certain executives. The plans are designed to provide benefits included in the employment agreement that may not be covered by the qualified plan as a result of limitations imposed by law on the defined contribution plan. One of the larger plans is conditional upon the President / CEO remaining employed for five years. Participant: Craig Purser; contribution: $372,500 Participant: Laurie Knight; contribution: $102,500

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

No itemized grants to organizations 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.

  • The Center for Alcohol Policy

    501(c)(3) · Education · VA · controlled entity

  • National Beer Wholesalers Assoc PAC

    527 · PAC · VA · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202443139349302559

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