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Nonprofiteer
← BEER & WINE DISTRIBUTORS OF ARIZONA

Form 990 for tax year 2024

Filed by BEER & WINE DISTRIBUTORS OF ARIZONA.

Totals

Total revenue
$262,697
Total expenses
$252,896
Contributions and grants received
$0
Grants paid
$8,665
Program service revenue
$218,588
Investment income
$44,109
Other revenue
$0
Total assets, end of year
$904,985
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$904,985
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: ASSESSMENT INCOME

    total $218,588 · related or exempt $218,588

  • 3 · Investment income

    total $36,224 · excluded $36,224

  • 7a · Gross sales of assets other than inventory

    securities $13,993

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

    securities $6,108

  • 7c · Gain or loss

    securities $7,885

  • 7d · Net gain or loss

    total $7,885 · excluded $7,885

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,665

  • 11a · Fees: management

    total $158,581

  • 11b · Fees: legal

    total $33,435

  • 11c · Fees: accounting

    total $4,400

  • 11d · Fees: lobbying

    total $26,160

  • 13 · Office expenses

    total $485

  • 17 · Travel

    total $10,170

  • 19 · Conferences, conventions and meetings

    total $2,613

  • 23 · Insurance

    total $1,381

  • 24a · Other expenses: MEALS & ENTERTAINMENT

    total $3,979

  • 24b · Other expenses: MISCELLANEOUS EXPENSES

    total $1,347

  • 24c · Other expenses: MEMBERSHIP DUES

    total $910

  • 24d · Other expenses: SUBSCRIPTIONS

    total $770

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $24,072 · end of year $4,763

  • 11 · Investments: publicly traded securities

    beginning of year $798,003 · end of year $900,222

  • 27 · Net assets without donor restrictions

    beginning of year $822,075 · end of year $904,985

Mission and programs · 2024

Mission

TO ADVOCATE ON BEHALF OF MEMBER COMPANIES IN THE LEGISLATIVE, REGULATORY, LEGAL AND PUBLIC POLICY ARENAS.

Activities or mission (Part I)

ADVOCATE ON BEHALF OF MEMBER COMPANIES IN LEGISLATIVE,REGULATORY,LEGAL & PUBLIC POLICY ARENAS.

  • THE ASSOCIATION WORKS WITH LOCAL AND FEDERAL OFFICIALS TO DEVELOP POLICIES THAT ENSURE EQUITY AND FAIRNESS TO ITS MEMBERS IN THE BEER AND WINE DISTRIBUTION INDUSTRY. THE ASSOCIATION ENDORSES ETHICAL METHODS FOR DISTRIBUTING AND SELLING BEER AND WINE AND ACTIVELY PROMOTES RESPONSIBLE CONSUMPTION PRACTICES. THE ASSOCIATION ALSO WORKS CLOSELY WITH THE ARIZONA DEPARTMENT OF LIQUOR LICENSING AND CONTROL. DURING THE LAST SEVEN LEGISLATIVE SESSIONS, BWDA HAS LED AN INDUSTRY COALITION EFFORT TO SUCCESSFULLY ENACT LIQUOR OMNIBUS LEGISLATION TO STREAMLINE AND MODERNIZE ARIZONA'S THREE-TIER REGULATORY SYSTEM.

As filed on the 2024 return.

Listed in Part VII

  • Steven C Barclay

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    35

  • Chris Otzen

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    6

  • Lisa Zashin

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    3

  • Raven Linden

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Bryan Paul

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Joe Cotroneo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Tim Linden

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Adrian Medina

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Andy McCain

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Chip Romer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Chad Marston

    TREASURER (THRU MARCH 2024)

    Total calculated
    $0
    Hours/week
    4

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
2024
Filed
23 October 2025
IRS schema version
2024v5.2
Source object
202543009349300024

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