2024-11-01T17:31:27-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2023-01-01 860074861 BEER AND WINE DISTRIBUTORS OF AZ BEER 6026928298 826 N 3RD AVENUE PHOENIX AZ 85003 JOE COTRONEO CHAIRMAN 6026928298 2024-10-30 1 0 COLETTE KAMPS CPA P00367616 4808394900 2024-10-30 2023 2024-10-15 13:58:12Z STEVE BARCLAY 826 N 3RD AVENUE PHOENIX AZ 85003 316832 0 X WWW.BWDAZ.COM X 1944 AZ ADVOCATE ON BEHALF OF MEMBER COMPANIES IN LEGISLATIVE,REGULATORY,LEGAL & PUBLIC POLICY ARENAS. 8 8 0 8 0 0 25000 0 198663 221035 52457 4166 0 0 276120 225201 7550 78399 0 0 0 0 0 0 0 218811 203385 226361 281784 49759 -56583 759536 822075 0 0 759536 822075 TO ADVOCATE ON BEHALF OF MEMBER COMPANIES IN THE LEGISLATIVE, REGULATORY, LEGAL AND PUBLIC POLICY ARENAS. 0 0 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. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 6026928298 826 N 3RD AVENUE PHOENIX AZ 85003 X JOE COTRONEO CHAIR 6.00 X X 0 0 0 CHRIS OTZEN VICE CHAIR 3.00 X X 0 0 0 LISA ZASHIN TREASURER 4.00 X X 0 0 0 CHAD MARSTON SECRETARY 4.00 X X 0 0 0 ADRIAN MEDINA DIRECTOR 2.00 X 0 0 0 TIM LINDEN DIRECTOR 2.00 X 0 0 0 BRYAN PAUL DIRECTOR 2.00 X 0 0 0 CHIP ROMER DIRECTOR 2.00 X 0 0 0 STEVEN C BARCLAY EXECUTIVE DIRECTOR 35.00 X 0 0 0 0 0 0 0 0 0 0 0 ASSESSMENT INCOME 900099 221035 221035 221035 24865 24865 70932 91631 -20699 -20699 -20699 225201 221035 0 4166 78399 126609 17492 39360 649 710 7185 3107 1381 MEMBERSHIP DUES 4066 MISCELLANEOUS EXPENSES 1986 SUBSCRIPTIONS 840 281784 14821 24072 744715 798003 759536 822075 0 0 X 759536 822075 759536 822075 759536 822075 -56583 119122 0 X 0 0 0 0 0 0 221035 44360 44360 48628 -4268 1 ARIZONA WINE & SPIRITS WHOLESALE ASSOCIATION 402 S 54TH PL PHOENIX AZ 85034 463943593 501(C)(3) 70000 0 LITIGATION SUPPORT 1 BARCLAY LEGAL PLC BARCLAY LEGAL, PLC IS 100% OWNED BY THE FILING ORG'S EXECUTIVE DIRECTOR 87462 LEGAL AND ADMINISTRATIVE SERVICES (MANAGEMENT) FEES 0 ADVOCATES WEST INC ADVOCATES WEST, INC. IS 100% OWNED BY THE FILING ORG'S EXECUTIVE DIRECTOR 96000 LOBBYING AND ADMINISTRATIVE SERVICES 0 SCHEDULE L, PART IV THE CONTRACTOR PAYMENTS TO THE EXECUTIVE DIRECTOR'S FIRM ARE APPROVED BY THE BOARD OF DIRECTORS AND SUBJECT TO A SIGNED CONTRACT AND BASED ON COMPARABLE FEES FOR LEGAL AND ADMINISTRATIVE SERVICES IN THE AREA. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE BEER AND WINE DISTRIBUTORS IN THE STATE OF ARIZONA. FORM 990, PART VI, SECTION A, LINE 7A THE OFFICERS OF THE BOARD ARE ELECTED BY THE MEMBERS OF THE ORGANIZATION ON A BIENNIAL BASIS. THE OFFICERS ARE ALSO AUTHORIZED REPRESENTATIVES OF THE MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THE VOTING MEMBERSHIP OF THE ORGANIZATION APPROVES ALL DECISIONS OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS AND IS REVIEWED BY THE EXECUTIVE DIRECTOR, THE CHAIRMAN, AND THE TREASURER BEFORE IT IS FILED WITH THE I.R.S. FORM 990, PART VI, SECTION B, LINE 12C AS PER THE POLICY, BOARD AND COMMITTEE MEMBERS MUST MAKE DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST AND MUST ABSTAIN FROM VOTING ON ANY ACTION IN WHICH THEY MAY HAVE AN INTEREST. POTENTIAL CONFLICTS ARE DISCUSSED AT BOARD MEETINGS REGULARLY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR KEY EMPLOYEES. THE CONTRACTOR PAYMENTS TO THE EXECUTIVE DIRECTOR'S FIRM ARE APPROVED BY THE BOARD OF DIRECTORS AND SUBJECT TO A SIGNED CONTRACT AND BASED ON COMPARABLE FEES FOR LEGAL AND ADMINISTRATIVE SERVICES IN THE AREA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE BY CONTACTING THE ORGANIZATION IN WRITING AT THE OFFICE ADDRESS. THIS REQUEST WILL BE REVIEWED AND APPROVED AT THE DISCRETION OF THE BOARD OF DIRECTORS.