Form 990 for tax year 2023
Filed by SOUTHERN ASSOCIATION OF WHOLESALE DISTRIBUTORS INC.
Totals
- Total revenue
- $957,740
- Total expenses
- $747,035
- Contributions and grants received
- $125,000
- Grants paid
- $0
- Program service revenue
- $751,180
- Investment income
- $45,506
- Other revenue
- $36,054
- Total assets, end of year
- $1,712,470
- Total liabilities, end of year
- $83,078
- Net assets or fund balances, end of year
- $1,629,392
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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.
-
1f · All other contributions, gifts and grants
$125,000
-
2a · Program service revenue: ANNUAL MEETING
total $474,725 · related or exempt $474,725
-
2b · Program service revenue: DISTRIBUTER DUES
total $102,695 · related or exempt $102,695
-
2c · Program service revenue: EDUCATION FUND
total $48,481 · related or exempt $48,481
-
2d · Program service revenue: MIDYEAR MEETING
total $47,400 · related or exempt $47,400
-
2e · Program service revenue: SLD INCOME
total $35,530 · related or exempt $35,530
-
2f · All other program service revenue
total $42,349 · related or exempt $42,349
-
3 · Investment income
total $40,884 · excluded $40,884
-
7a · Gross sales of assets other than inventory
securities $121,558 · other assets $356
-
7b · Less cost or other basis and sales expenses
securities $117,292
-
7c · Gain or loss
securities $4,266 · other assets $356
-
7d · Net gain or loss
total $4,622 · related or exempt $4,266 · excluded $356
-
11a · Other revenue: ADVERTISING - SOUTHERN SHOW
total $32,255 · related or exempt $5,405 · unrelated business $26,850
-
11b · Other revenue: MISCELLANEOUS
total $3,799 · related or exempt $3,799
-
11e · Other revenue, total
$36,054
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $256,191
-
11b · Fees: legal
total $4,998
-
11c · Fees: accounting
total $2,045
-
11g · Fees: other
total $18,221
-
13 · Office expenses
total $938
-
17 · Travel
total $657
-
19 · Conferences, conventions and meetings
total $420,307
-
23 · Insurance
total $3,166
-
24a · Other expenses: EDUCATION FUND
total $24,000
-
24b · Other expenses: READERSHIP COSTS
total $8,061
-
24c · Other expenses: AWARDS & GIFTS
total $3,052
-
24d · Other expenses: EQUIPMENT & STORAGE RENTA
total $2,714
-
24e · All other expenses
total $2,685
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $438,429 · end of year $372,598
-
3 · Pledges and grants receivable
end of year $125,000
-
4 · Accounts receivable
beginning of year $17,875 · end of year $63,040
-
9 · Prepaid expenses and deferred charges
beginning of year $35,837 · end of year $69,882
-
11 · Investments: publicly traded securities
beginning of year $945,403 · end of year $1,081,950
-
17 · Accounts payable and accrued expenses
beginning of year $17,798 · end of year $2,667
-
19 · Deferred revenue
beginning of year $59,080 · end of year $80,411
-
27 · Net assets without donor restrictions
beginning of year $1,292,766 · end of year $1,561,492
-
28 · Net assets with donor restrictions
beginning of year $67,900 · end of year $67,900
Mission and programs · 2023
Mission
PROMOTE THE WHOLESALE DISTRIBUTION INDUSTRY AND EDUCATE ITS RESPECTIVE MEMBERS.
-
ANNUAL CONFERENCE - THE SOUTHERN ASSOCIATION OF WHOLESALE DISTRIBUTORS, INC. THIS MEETING ATTREACTED ATTENDEES FOR ALL CLASSES OF TRADE, MANUFACTURERS, WHOLESALE DISTRIBUTORS, AND BROKERS OF CONVENIENCE PRODUCTS FROM AROUND THE UNITED STATES. IN ADDITION, THIS MEETING FEATURED A NUMBER OF LEGISLATIVE UPDATES ON LOCAL, STATE, AND FEDERAL LEGISLATION AND REGULATION AS WELL AS KEYNOTE SESSIONS ON BUSINESS TRENDS AND INSIGHTS FOR INDUSTRY.
-
ANNUAL MEETING MAGAZINE - 1 76 PAGE, 4 COLOR MAGAZINE WAS PRODUCED AND MAILED TO ALL MEMBERS IN THE ASSOCIATION AND IT WAS PROVIDED TO ALL ATTENDEES AT THE ANNUAL MEETING MENTIONED IN THE ABOVE PARAGRAPH. THE MAGAZINE FEATURED MULTIPLE ARTICLES INFORMING AND EDUCATING READERS ON TOPICS OF INTEREST TO THE WHOLESALE DISTRIBUTION COMMUNITY.
-
SOUTHERN LEADERSHIP DIVISION BUSINESS RESOURCE MEETING - AN EXECUTIVR EDUCATION CONFERENCE WAS HELD VIRTUALLY. THIS MEEETING ATTRACTED ATTENDEES FROM ALL CLASSES OF TRADE. AT THIS MEETING A NUMBER OF EDUCATION SESSIONS WERE HELD TO HIGHLIGHT LEADERSHIP TRAINING AND PROFESSIONAL DEVELOPMENT. IN ADDITION, THE MEETING FEATURED A NUMBER OF NETWORKING OPPORTUNITIES.
As filed on the 2023 return.
Listed in Part VII
-
Chad PickelCHAD PICKEL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Sam StewartSAM STEWART
1ST VP/CONTR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jack CasanovaJACK CASANOVA
2ND VICE PRE
- Total calculated
- $0
- Hours/week
- 0.5
-
April GarverAPRIL GARVER
3RD VICE PRE
- Total calculated
- $0
- Hours/week
- 0.5
-
Hugh RaetzschHUGH RAETZSCH
BOARD CHAIRM
- Total calculated
- $0
- Hours/week
- 0.5
-
Nick ZadenNICK ZADEN
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Nelson ParkerNELSON PARKER
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Paula GlidewellPAULA GLIDEWELL
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Susie Douglas MunsonSUSIE DOUGLAS MUNSON
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Chris HobsonCHRIS HOBSON
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Carlos ZumarragaCARLOS ZUMARRAGA
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Don ChildersDON CHILDERS
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Jake StewartJAKE STEWART
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Ross HaynesROSS HAYNES
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Dan McIntyreDAN MCINTYRE
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Keith LandenKEITH LANDEN
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Randy LongRANDY LONG
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Jack ParkerJACK PARKER
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Lawson WilliamsLAWSON WILLIAMS
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
April GarverAPRIL GARVER
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Jimmy NaifehJIMMY NAIFEH
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Greg CrossGREG CROSS
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Bill WilkersonBILL WILKERSON
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Marty HowellMARTY HOWELL
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Chris D'AmicoCHRIS D'AMICO
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
John PricketteJOHN PRICKETTE
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Steve YawnSTEVE YAWN
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Robin RayROBIN RAY
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Chris SmythersCHRIS SMYTHERS
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Randy EmanuelsonRANDY EMANUELSON
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Chad GummerCHAD GUMMER
STATE DIRECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Matthew DiersenMATTHEW DIERSEN
AT-LARGE DIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Emile CantrellEMILE CANTRELL
AT-LARGE DIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Weldie MurrayWELDIE MURRAY
AT-LARGE DIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael WagnonMICHAEL WAGNON
AT-LARGE DIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Webb RobertsWEBB ROBERTS
LEGISLATIVE
- Total calculated
- $0
- Hours/week
- 0.5
-
Max WeinerMAX WEINER
LEGISLATIVE
- Total calculated
- $0
- Hours/week
- 0.5
-
Robbie SurrattROBBIE SURRATT
LEGISLATIVE
- Total calculated
- $0
- Hours/week
- 0.5
-
Matt DomingoMATT DOMINGO
LEGISLATIVE
- Total calculated
- $0
- Hours/week
- 0.5
-
Brandon MohrBRANDON MOHR
MANUFACTURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Jebb MaginnisJEBB MAGINNIS
MANUFACTURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Devin FoglemanDEVIN FOGLEMAN
MANUFACTURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Bob TroastBOB TROAST
MANUFACTURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael AbhulimenMICHAEL ABHULIMEN
MANUFACTURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Scott HillSCOTT HILL
MANUFACTURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Tom BriceTOM BRICE
MANUFACTURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Casey CooperCASEY COOPER
MANUFACTURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Miguel MartinMIGUEL MARTIN
MANUFACTURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Andrew PanagoplosANDREW PANAGOPLOS
MANUFACTURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Steve StomelSTEVE STOMEL
MANUFACTURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Joel PalmerJOEL PALMER
MANUFACTURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Dean SimmonsDEAN SIMMONS
MANUFACTURER
- Total calculated
- $0
- Hours/week
- 0.5
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
- 29 October 2024
- IRS schema version
- 2023v5.0
- Source object
- 202423129349301787
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