Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
WINE & SPIRITS WHOLESALERS OF AMERICA INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
805 15TH STREET NW NO 430
 
Room/suite
City or town, state or country, and ZIP + 4
WASHINGTON, DC20005
D Employer identification number

43-0590389
E Telephone number

G Gross receipts $ 11,847,303
F Name and address of principal officer:
SAMUEL BLOCK
805 15TH STREET NW NO 430
WASHINGTON,DC20005
I
Tax-exempt status: ( 6 ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.WSWA.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1943
M State of legal domicile: MO
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO ADVANCE THE INTERESTS OF WINE AND SPIRITS WHOLESALERS IN ORDER TO ENSURE THE SUCCESS OF ITS MEMBERS AND THE BEVERAGE ALCOHOL INDUSTRY. THE GOAL OF THE ASSOCIATION IS TO BE THE LEADING BEVERAGE ALCOHOL ASSOCIATION, RECOGNIZED AS THE ESSENTIAL LINK, PROMOTING A RESPONSIBLE, ACCOUNTABLE AND CONSUMER-FREINDLY SYSTEM OF DISTRIBUTION WHILE DELIVERING SIGNIFICANT VALUE TO ITS MEMBERS AND THE INDUSTRY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 143
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 143
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 20
6 Total number of volunteers (estimate if necessary) .... 6 15
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 11,175
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 7,657,247 8,080,171
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -665,246 142,234
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 3,090 10,324
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 6,995,091 8,232,729
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 2,625,903 2,932,456
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 4,738,191 5,027,557
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 7,364,094 7,960,013
19 Revenue less expenses. Subtract line 18 from line 12...... -369,003 272,716
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 8,761,367 9,211,593
21 Total liabilities (Part X, line 26)............ 1,326,387 1,364,088
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 7,434,980 7,847,505
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signature
Big Right Arrow
Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4
Big Right Arrow




EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: TO ADVANCE THE INTERESTS OF WINE AND SPIRITS WHOLESALERS IN ORDER TO ENSURE THE SUCCESS OF ITS MEMBERS AND THE BEVERAGE ALCOHOL INDUSTRY. THE GOAL OF THE ASSOCIATION IS TO BE THE LEADING BEVERAGE ALCOHOL ASSOCIATION, RECOGNIZED AS THE ESSENTIAL LINK, PROMOTING A RESPONSIBLE, ACCOUNTABLE AND CONSUMER-FREINDLY SYSTEM OF DISTRIBUTION WHILE DELIVERING SIGNIFICANT VALUE TO ITS MEMBERS AND THE INDUSTRY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
ANNUAL CONVENTION: THE CONVENTION IS HELD ANNUALLY TO STRENGHTEN RELATIONSHIPS, UNDERSTANDING AND COOPERATION AMONG MEMBERS OF THE BEVERAGE-ALCOHOL INDUSTRY, MEDIA AND GENERAL PUBLIC. NEARLY 1,200 REGISTRANTS ATTENDED THE 2010 CONVENTION THAT INCLUDED MEMBER MEETINGS, TASTING COMPETITIONS, NETWORKING RECEPTIONS, AND EXHIBITS FROM 136 MEMBERS OF THE ASSOCIATION.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
GOVERNMENT AFFAIRS: THE ORGANIZATION'S GOVERNMENT AFFAIRS ARM ADVOCATES SOUND AND EQUITABLE LEGISLATIVE MEASURES TO IMPROVE THE CONDITIONS UNDER WHICH WINE AND SPIRITS ARE SOLD AND DISTRIBUTED, PROMOTES THE ADVANTAGES OF THE THREE-TIER SYSTEM AND ADVANCES LEGISLATION THAT HELPS THE BUSINESSES OF THE ORGANIZATION'S MEMBERS.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
PUBLIC AFFAIRS: THE ORGANIZATION'S COMMUNICATIONS ARM PROMOTES THE RESPONSIBLE DISTRIBUTION AND CONSUMPTION OF BEVERAGE-ALCOHOL AND WORKS TO PRESERVE THE INTEGRITY OF THE THREE-TIER SYSTEM OF DISTRIBUTION AND THE 21ST AMENDMENT OF THE U.S. CONSTITUTION.
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$  
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A.....................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors? ........
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II
.........................
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part IIIClick to see attachment........................
5
Yes
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part I
Click to see attachment
.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV
Click to see attachment
...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
 
No
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III.....
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
 
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
 
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II
...........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV
...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
29
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
20
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
 
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
143
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
143
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
WSWA
805 15TH STREET NW SUITE 430
WASHINGTON,DC20005
(202) 243-7515
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) MR JOHN J BAKER
CHAIRMAN
2.00 X   X       0 0 0
(2) MR ROBERT H HARMELIN
VICE CHAIR
2.00 X   X       0 0 0
(3) MR CHARLES MERINOFF
SR. VICE PRESIDENT
2.00 X   X       0 0 0
(4) MR DOUGLAS J HERTZ
VICE PRESIDENT
2.00 X   X       0 0 0
(5) MR W ROCKWELL WIRTZ
PAST PRES
2.00 X   X       0 0 0
(6) MR BRIEN FOX
TREASURER
2.00 X   X       0 0 0
(7) MR ALAN W DREEBEN
SECRETARY
2.00 X   X       0 0 0
(8) MR SCOTT T ASHLEY
ADVISORY COUNCIL REP
2.00 X   X       0 0 0
(9) MR CARL J MARTIGNETTI
LARGE MEMBER REP
2.00 X   X       0 0 0
(10) MR CARMINE A MARTIGNETTI
LARGE MEMBER REP
2.00 X   X       0 0 0
(11) MR TODD H EPSTEN
LARGE MEMBER REP
2.00 X   X       0 0 0
(12) MR JACK H AARON SR
MEMBER
2.00 X           0 0 0
(13) MR JOHNNY AARON JR
MEMBER
2.00 X           0 0 0
(14) MR GREGORY ALEVIZOS
MEMBER
2.00 X           0 0 0
(15) MR JEFFREY ALTSCHULER
MEMBER
2.00 X           0 0 0
(16) MR STEVEN ALTSCHULER
MEMBER
2.00 X           0 0 0
(17) MR JARED ANDERSON
MEMBER
2.00 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) MR V JAMES ANDRETTA JR
MEMBER
2.00 X           0 0 0
(19) MR VINCENT J ANDRETTA III
MEMBER
2.00 X           0 0 0
(20) MR CHARLES E ANDREWS
MEMBER
2.00 X           0 0 0
(21) MR JAMES E ARCHER
MEMBER
2.00 X           0 0 0
(22) MR WILLIAM BARIBAULT
MEMBER
2.00 X           0 0 0
(23) MR RONALD F BARRIAULT
MEMBER
2.00 X           0 0 0
(24) MR JOHN M BARZIZZA
MEMBER
2.00 X           0 0 0
(25) MR STEVEN R BECKER
MEMBER
2.00 X           0 0 0
(26) MR THOMAS E BERNARD
MEMBER
2.00 X           0 0 0
(27) MR DAVID C BLACK
MEMBER
2.00 X           0 0 0
(28) MR JAMES A BRANSCOME
MEMBER
2.00 X           0 0 0
(29) MR BRIAN BRUNO
MEMBER
2.00 X           0 0 0
(30) MR MICHAEL BRZICA
MEMBER
2.00 X           0 0 0
(31) MR EDWIN H CALLISON JR
MEMBER
2.00 X           0 0 0
(32) MR CHRIS M CARLOS
MEMBER
2.00 X           0 0 0
(33) MR JOHN A CARLOS
MEMBER
2.00 X           0 0 0
(34) MR JEFF B CARPENTER
MEMBER
2.00 X           0 0 0
(35) MR ROBERT CATALANI
MEMBER
2.00 X           0 0 0
(36) MR JOSEPH A CEKOLA
MEMBER
2.00 X           0 0 0
(37) MR HARVEY R CHAPLIN
MEMBER
2.00 X           0 0 0
(38) MR WAYNE E CHAPLIN
MEMBER
2.00 X           0 0 0
(39) MR THOMAS C COLE
MEMBER
2.00 X           0 0 0
(40) MR JAY W COLSTON III
MEMBER
2.00 X           0 0 0
(41) MR J LEWIS COOPER III
MEMBER
2.00 X           0 0 0
(42) MR FRED COOPER
MEMBER
2.00 X           0 0 0
(43) MR ANDREW M CRISSES
MEMBER
2.00 X           0 0 0
(44) MR JAY M DAVIS
MEMBER
2.00 X           0 0 0
(45) MR MEL DICK
MEMBER
2.00 X           0 0 0
(46) MR JOHN P DONNELLY
MEMBER
2.00 X           0 0 0
(47) MR JIM DORSEY
MEMBER
2.00 X           0 0 0
(48) MR PAUL W DUDMAN
MEMBER
2.00 X           0 0 0
(49) MR KEVIN P DUNN
MEMBER
2.00 X           0 0 0
(50) MR LESTER EBER
MEMBER
2.00 X           0 0 0
(51) MR ANDREW JAY EDER
MEMBER
2.00 X           0 0 0
(52) MR WESLEY EDER
MEMBER
2.00 X           0 0 0
(53) MR DOUGLAS EPSTEIN
MEMBER
2.00 X           0 0 0
(54) MR ROBERT EPSTEIN
MEMBER
2.00 X           0 0 0
(55) MR PAUL A EPSTEIN
MEMBER
2.00 X           0 0 0
(56) MR ROBERT N EPSTEN
MEMBER
2.00 X           0 0 0
(57) MR JAMES C FABIANO
MEMBER
2.00 X           0 0 0
(58) MR MARK FISHER
MEMBER
2.00 X           0 0 0
(59) MR CASEY FORBES JR
MEMBER
2.00 X           0 0 0
(60) MR HENRY A FOX JR
MEMBER
2.00 X           0 0 0
(61) MR EDWARD C FRIEDLAND
MEMBER
2.00 X           0 0 0
(62) MR ARTHUR FURUTA
MEMBER
2.00 X           0 0 0
(63) MR JAMES M GARDNER
MEMBER
2.00 X           0 0 0
(64) MR CHARLES GIGLIO
MEMBER
2.00 X           0 0 0
(65) MR BENNETT J GLAZER
MEMBER
2.00 X           0 0 0
(66) MR MICHAEL GLAZER
MEMBER
2.00 X           0 0 0
(67) MR NICK GLIDEWELL
MEMBER
2.00 X           0 0 0
(68) MR J R GOLDENBERG
MEMBER
2.00 X           0 0 0
(69) MR ALAN GREENSPAN
MEMBER
2.00 X           0 0 0
(70) MR STAN HASTINGS
MEMBER
2.00 X           0 0 0
(71) MR DAN HAUGEN
MEMBER
2.00 X           0 0 0
(72) MR DAVID HELLER
MEMBER
2.00 X           0 0 0
(73) MR BOB HENDRICKSON
MEMBER
2.00 X           0 0 0
(74) MR ANDREW HILLMAN
MEMBER
2.00 X           0 0 0
(75) MR GLEN HOCH
MEMBER
2.00 X           0 0 0
(76) MR JOHN HOOPER III
MEMBER
2.00 X           0 0 0
(77) MR ANDREW P JOHNSON
MEMBER
2.00 X           0 0 0
(78) MR MICHAEL A KAHN
MEMBER
2.00 X           0 0 0
(79) MR DAVID B KAHN
MEMBER
2.00 X           0 0 0
(80) MR ERIC KENDIG
MEMBER
2.00 X           0 0 0
(81) MR PAUL R KOERNER
MEMBER
2.00 X           0 0 0
(82) MR JAMES E LACROSSE
MEMBER
2.00 X           0 0 0
(83) MR EDWARD TOBY P LAGONEGRO
MEMBER
2.00 X           0 0 0
(84) MS DEBORAH LANE
MEMBER
2.00 X           0 0 0
(85) MR AL LAROCCA
MEMBER
2.00 X           0 0 0
(86) MR DONALD M LEEBERN JR
MEMBER
2.00 X           0 0 0
(87) MR DONALD M LEEBERN III
MEMBER
2.00 X           0 0 0
(88) MR RICHARD LEVENTHAL
MEMBER
2.00 X           0 0 0
(89) MR MARK B LEVINE
MEMBER
2.00 X           0 0 0
(90) MR MARVIN J LEVY
MEMBER
2.00 X           0 0 0
(91) MR ROBERT S LIPMAN
MEMBER
2.00 X           0 0 0
(92) MR PAUL LUCCHESI
MEMBER
2.00 X           0 0 0
(93) MR TONY MAGLIOCCO
MEMBER
2.00 X           0 0 0
(94) MR KENNETH J MANCINI
MEMBER
2.00 X           0 0 0
(95) MR JOHN MARASCO
MEMBER
2.00 X           0 0 0
(96) MR JONATHAN MASLIN
MEMBER
2.00 X           0 0 0
(97) MR MICHAEL MCCLASKEY SR
MEMBER
2.00 X           0 0 0
(98) MS MELISSA-ANN MILLER
MEMBER
2.00 X           0 0 0
(99) MR MICHAEL B MILNER
MEMBER
2.00 X           0 0 0
(100) MR HENRY S MONSEES
MEMBER
2.00 X           0 0 0
(101) MR ROBERT M MOSES
MEMBER
2.00 X           0 0 0
(102) MR PETER NORRIS
MEMBER
2.00 X           0 0 0
(103) MR ROBERT NOTTINGHAM
MEMBER
2.00 X           0 0 0
(104) MR FRANCISCO NUNEZ
MEMBER
2.00 X           0 0 0
(105) MS DINA OPICI
MEMBER
2.00 X           0 0 0
(106) MR MARVIN PERSALL
MEMBER
2.00 X           0 0 0
(107) MR KEITH PETRAUSKAS
MEMBER
2.00 X           0 0 0
(108) MR JAMES M PETRONE
MEMBER
2.00 X           0 0 0
(109) MR BARTOLOMEO A PIO
MEMBER
2.00 X           0 0 0
(110) MR WM PAUL POWELL JR
MEMBER
2.00 X           0 0 0
(111) MR DONALD G PYDO
MEMBER
2.00 X           0 0 0
(112) MR BRAD REDENIUS
MEMBER
2.00 X           0 0 0
(113) MR KEITH RIGGINS
MEMBER
2.00 X           0 0 0
(114) MR WILLIAM RILEY
MEMBER
2.00 X           0 0 0
(115) MR VICTOR L ROBILIO JR
MEMBER
2.00 X           0 0 0
(116) MR E CLAIBORNE ROBINS JR
MEMBER
2.00 X           0 0 0
(117) MR D J JIMMY ROGERS
MEMBER
2.00 X           0 0 0
(118) MR JERRY L ROSENBERG
MEMBER
2.00 X           0 0 0
(119) MR JERRY ROSENBERG III
MEMBER
2.00 X           0 0 0
(120) MR SYDNEY L ROSS
MEMBER
2.00 X           0 0 0
(121) MR CARY ROSSEL
MEMBER
2.00 X           0 0 0
(122) MR ROBERT RUBIN
MEMBER
2.00 X           0 0 0
(123) MR GARY SADOFF
MEMBER
2.00 X           0 0 0
(124) MR ROSS W SCHIMMELS
MEMBER
2.00 X           0 0 0
(125) MR MARTIN M SILVER
MEMBER
2.00 X           0 0 0
(126) MR VERTNER D SMITH III
MEMBER
2.00 X           0 0 0
(127) MR BRUCE L SMITH
MEMBER
2.00 X           0 0 0
(128) MR CRAIG STEIN
MEMBER
2.00 X           0 0 0
(129) MR SHELLY STEIN
MEMBER
2.00 X           0 0 0
(130) MR JEFF STINSON
MEMBER
2.00 X           0 0 0
(131) MR RANDY STOLLER
MEMBER
2.00 X           0 0 0
(132) MR BARKLEY STUART
MEMBER
2.00 X           0 0 0
(133) MR DAVID STUBBLEFIELD
MEMBER
2.00 X           0 0 0
(134) MR DAVID TAYLOR
MEMBER
2.00 X           0 0 0
(135) MR ROBERT TROSTEL
MEMBER
2.00 X           0 0 0
(136) MR CHRISTOPHER UNDERWOOD
MEMBER
2.00 X           0 0 0
(137) MR VERNON O UNDERWOOD
MEMBER
2.00 X           0 0 0
(138) MR ALBERT W VONTZ III
MEMBER
2.00 X           0 0 0
(139) MR THOMAS H TREY WHITE III
MEMBER
2.00 X           0 0 0
(140) MR MIKE WILLIAMS
MEMBER
2.00 X           0 0 0
(141) MR BOB WULF
MEMBER
2.00 X           0 0 0
(142) MR WILLIAM D YOUNG JR
MEMBER
2.00 X           0 0 0
(143) MR LOUIS ZWEIG
MEMBER
2.00 X           0 0 0
(144) MR CRAIG WOLF
PRESIDENT AND CEO
37.50     X       428,623 0 39,005
(145) MR JAMES ROWLAND
SENIOR VICE PRESIDENT - GO
37.50       X     269,859 0 22,922
(146) MR JERRY BROWN
VICE PRESIDENT - COMMUNICA
37.50       X     154,329 0 28,282
(147) MS KARIN MOORE
CO-GENERAL COUNSEL
37.50         X   147,163 0 28,067
(148) MR DAWSON HOBBS
VICE PRESIDENT - STATE AFF
37.50         X   142,384 0 23,633
(149) MR REILLY O'CONNOR
VICE PRESIDENT - GOVT AFFA
37.50         X   146,709 0 15,809
(150) MS JOANNE MOAK
CO-GENERAL COUNSEL
37.50         X   148,257 0 27,849
(151) MR SAM BLOCK
VICE-PRES. OF FINANCE AND ADMINISTRATION
37.50         X   130,460 0 25,445
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,567,784 0 211,012
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet6
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
CAPITOL HILL STRATEGIES LLC
1579 FOREST VILLA LANE
MCLEAN,VA22101
CONSULTING 210,308
WILLIAMS & JENSON
701 8TH STREET NW SUITE 500
WASHINGTON,DC20001
LEGAL 197,465
GREENFIELD BELSER LTD
1818 NORTH STREET NW STE 110
WASHINGTON,DC20036
WEBSITE DEVELOPMENT 190,781
CNS CONSULTING GROUP
7826 WHITETRIM TERRACE
POTOMAC,MD20854
CONVENTION PLANNING 164,457
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet4
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
 
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet  
 Program Service Revenue Business Code
2a MEMBERSHIP DUES 424,000 5,764,288 5,764,288    
b CONVENTION 424,000 2,193,641 2,193,641    
c ANNUAL AND REGIONAL ME 424,000 89,803 89,803    
d PUBLICATIONS 424,000 21,264 21,264    
e ADVERTISING 541,800 11,175   11,175  
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 8,080,171
 Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 136,571     136,571
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 3,620,237  
b Less: cost or other basis and sales expenses 3,614,574  
c Gain or (loss) 5,663  
d Net gain or (loss)..........MediumBullet 5,663     5,663
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a MISCELLANEOUS 424,000 10,324 10,324    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 10,324
12 Total revenue. See Instructions....MediumBullet 8,232,729 8,079,320 11,175 142,234
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21    
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 1,778,797      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 875,318      
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 18,019      
9 Other employee benefits ....... 129,701      
10 Payroll taxes ........... 130,621      
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 130,988      
c Accounting ........... 53,596      
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ...... 31,212      
g Other .......... 190,788      
12 Advertising and promotion ....        
13 Office expenses ....... 97,801      
14 Information technology ...... 84,809      
15 Royalties ..        
16 Occupancy ........... 343,557      
17 Travel ............ 261,142      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 20,575      
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 98,543      
23 Insurance .............. 14,052      
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a ANNUAL CONVENTION 1,304,526      
b GOVERNMENT AFFAIRS 1,051,378      
c PUBLIC AFFAIRS 576,007      
d MEMBERSHIP AND INDUSTRY 394,461      
e MEALS 90,204      
f All other expenses 283,918      
25 Total functional expenses. Add lines 1 through 24f 7,960,013      
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation
       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year
(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 999,979 1 453,521
2 Savings and temporary cash investments ....... 1,763,368 2 1,093,802
3 Pledges and grants receivable, net .........   3  
4 Accounts receivable, net ......... 27,184 4 40,743
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 160,881 9 124,759
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,117,665
b Less: accumulated depreciation. ..... 10b 606,411 429,922 10c 511,254
11 Investments—publicly traded securities .......... 4,998,601 11 6,513,632
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 381,432 15 473,882
16 Total assets. Add lines 1 through 15 (must equal line 34)... 8,761,367 16 9,211,593
Liabilities 17 Accounts payable and accrued expenses . 537,817 17 220,166
18 Grants payable ..........   18  
19 Deferred revenue .......... 267,487 19 278,100
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 521,083 25 865,822
26 Total liabilities. Add lines 17 through 25..... 1,326,387 26 1,364,088
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 7,434,980 27 7,847,505
28 Temporarily restricted net assets .....   28 0
29 Permanently restricted net assets .....   29  
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 7,434,980 33 7,847,505
34 Total liabilities and net assets/fund balances ..... 8,761,367 34 9,211,593
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
8,232,729
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
7,960,013
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
272,716
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
7,434,980
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
139,809
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
7,847,505
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
WINE & SPIRITS WHOLESALERS OF AMERICA INC
 
Employer identification number

43-0590389
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
Organization's
Totals
(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in)
(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e))
         
             
c Total lobbying expenditures          
             
d Grassroots non-taxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))
         
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? If "Yes," describe in Part IV ..........................
 
 
 
j
Total. lines 1c through 1i ...................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
No
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
No
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
No
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
5,764,288
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
2,069,515
b
Carryover from last year ....................................
2b
580,458
c
Total ...........................................
2c
2,649,973
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
1,037,572
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
1,612,401
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
0
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
WINE & SPIRITS WHOLESALERS OF AMERICA INC
 
Employer identification number

43-0590389
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance ....      
b Contributions ........      
c Investment earnings or losses ...      
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........
     
f Administrative expenses ....      
g End of year balance ......      
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet  
b
Permanent endowment: SchDMd Bullet  
c
Term endowment: SchDMd Bullet  
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............   170,400 160,002 10,398
d Equipment ................   275,695 222,195 53,500
e Other .................   671,570 224,214 447,356
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 511,254
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) SECURITY DEPOSIT 12,166
(2) LIFE INSURANCE 461,716







Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 473,882
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
DEFERRED RENT 137,333
DEFERRED COMPENSATION 461,716
ACCRUED WAGES AND BENEFITS 266,773






Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 865,822
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 8,232,729
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 7,960,013
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 272,716
4 Net unrealized gains (losses) on investments .......................... 4 139,809
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 139,809
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 412,525
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 9,599,097
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 139,809
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d 1,257,771
e Add lines 2a through 2d ..................... 2e 1,397,580
3 Subtract line 2e from line 1..................... 3 8,201,517
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 31,212
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c 31,212
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 8,232,729
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 8,668,606
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d 739,805
e Add lines 2a through 2d...................... 2e 739,805
3 Subtract line 2e from line 1..................... 3 7,928,801
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 31,212
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c 31,212
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 7,960,013
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
PART XII, LINE 2D - OTHER ADJUSTMENTS:   INTEREST INCOME RECORDED FOR EDUCATIONAL FOUNDATION 37. INTEREST INCOME RECORDED FOR POLITICAL ACTION COMMITTEE 346. CONTRIBUTION INCOME RECORDED FOR POLITICAL ACTION COMMITTEE 815,489. CONTRIBUTION INCOME RECORDED FOR EDUCATIONAL FOUNDATION 431,317. OTHER INCOME RECORDED FOR POLITICAL ACTION COMMITTEE 10,582.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:   TEMPORARILY RESTRICTED ASSETS RELEASED FROM PROGRAM RESTRICTIONS-FOUNDATION 20,000. TEMPORARILY RESTRICTED ASSETS RELEASED FROM PROGRAM RESTRICTIONS-PAC 719,805.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
WINE & SPIRITS WHOLESALERS OF AMERICA INC
 
Employer identification number

43-0590389
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
 
b
Any related organization? .........................
5b
 
 
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
 
b
Any related organization? .........................
6b
 
 
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
 
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) MR CRAIG WOLF (i)
(ii)
428,623
0
0
0
0
0
20,100
0
18,905
0
467,628
0
513,979
0
(2) MR JAMES ROWLAND (i)
(ii)
269,859
0
0
0
0
0
15,306
0
7,616
0
292,781
0
323,364
0
(3) MR JERRY BROWN (i)
(ii)
154,329
0
0
0
0
0
9,220
0
19,062
0
182,611
0
181,011
0
(4) MS KARIN MOORE (i)
(ii)
147,163
0
0
0
0
0
9,005
0
19,062
0
175,230
0
171,191
0
(5) MR DAWSON HOBBS (i)
(ii)
142,384
0
0
0
0
0
8,472
0
15,161
0
166,017
0
181,248
0
(6) MR REILLY O'CONNOR (i)
(ii)
146,709
0
0
0
0
0
8,601
0
7,208
0
162,518
0
161,083
0
(7) MS JOANNE MOAK (i)
(ii)
148,257
0
0
0
0
0
9,038
0
18,811
0
176,106
0
177,879
0
(8) MR SAM BLOCK (i)
(ii)
130,460
0
0
0
0
0
6,445
0
19,000
0
155,905
0
0
0








Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
  PART I, LINE 1A COMPANION EXPENSES ARE REIMBURSED ONLY AS DEFINED IN EMPLOYMENT CONTRACTS. SOCIAL CLUB FEES ARE FOR PURPOSES OF PUBLIC RELATIONS WORK.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
WINE & SPIRITS WHOLESALERS OF AMERICA INC
 
Employer identification number

43-0590389
Identifier Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2   BUSINESS AND FAMILY RELATIONSHIPS: JOHN AARON SR. AND JOHNNY AARON JR., JOHN AARON SR. AND THOMAS H. WHITE III, JOHN AARON JR. AND JOHN AARON SR., JOHNNY AARON JR. AND THOMAS H. WHITE III, V. JAMES ANDRETTA JR. AND VINCENT ANDRETTA III, VINCENT ANDRETTA III AND V. JAMES ANDRETTA JR., JOHN CARLOS AND CHRIS CARLOS , WAYNE CHAPLIN AND HARVEY CHAPLIN , ANDREW EDER AND WESLEY EDER , DOUGLAS EPSTEIN AND ROBERT EPSTEIN , TODD EPSTEN AND ROBERT EPSTEN , BRIEN FOX AND HENRY FOX JR., BENNETT GLAZER AND MICHAEL GLAZER , BENNETT GLAZER AND BARKLEY STUART , MICHAEL GLAZER AND BARKLEY STUART , DAVID KAHN AND MICHAEL KAHN , DONALD LEEBERN III AND DONALD LEEBERN JR., CARL MARTIGNETTI AND CARMINE MARTIGNETTI , CHRISTOPHER UNDERWOOD AND VERNON UNDERWOOD , THOMAS H. TREY WHITE III AND JOHN AARON SR., THOMAS H. TREY WHITE III AND JOHN AARON JR. BUSINESS RELATIONSHIPS: JOHN CARLOS AND JARED ANDERSON , THOMAS COLE AND JOHN CARLOS , JOHN AARON SR. AND JOHN DONNELLY , JOHN AARON JR. AND JOHN DONNELLY , GREGORY ALEVIZOS AND ROBERT WULF , JEFFREY ALTSCHULER AND ROBERT HARMELIN , JARED ANDERSON AND CHARLES ANDREWS , JARED ANDERSON AND JOHN BAKER , JARED ANDERSON AND MICHAEL BRZICA , JARED ANDERSON AND CHRIS CARLOS , JARED ANDERSON AND JOHN CARLOS , JARED ANDERSON AND THOMAS COLE , JARED ANDERSON AND J. LEWIS COOPER , JARED ANDERSON AND JAY DAVIS , JARED ANDERSON AND ALAN DREEBEN , JARED ANDERSON AND PAUL EPSTEIN , JARED ANDERSON AND EDWARD FRIEDLAND , JARED ANDERSON AND BOB HENDRICKSON , JARED ANDERSON AND JAMES LACROSSE , JARED ANDERSON AND JERRY ROSENBERG III, JARED ANDERSON AND SYDNEY ROSS , JARED ANDERSON AND VERTNER SMITH , V. JAMES ANDRETTA JR. AND ROBERT CATALANI , V. JAMES ANDRETTA JR. AND ANDREW CRISSES , V. JAMES ANDRETTA JR. AND CHARLES MERINOFF , V. JAMES ANDRETTA JR. AND ANTHONY MAGLIOCCO , VINCENT ANDRETTA III AND ROBERT CATALANI , VINCENT ANDRETTA III AND ANDREW CRISSES , VINCENT ANDRETTA III AND CHARLES MERINOFF , VINCENT ANDRETTA III AND ANTHONY MAGLIOCCO , CHARLES ANDREWS AND JARED ANDERSON , CHARLES ANDREWS AND JOHN BAKER , CHARLES ANDREWS AND MICHAEL BRZICA , CHARLES ANDREWS AND CHRIS CARLOS , CHARLES ANDREWS AND JOHN CARLOS , CHARLES ANDREWS AND THOMAS COLE , CHARLES ANDREWS AND J. LEWIS COOPER , CHARLES ANDREWS AND JAY DAVIS , CHARLES ANDREWS AND ALAN DREEBEN , CHARLES ANDREWS AND PAUL EPSTEIN , CHARLES ANDREWS AND EDWARD FRIEDLAND , CHARLES ANDREWS AND BOB HENDRICKSON , CHARLES ANDREWS AND JAMES LACROSSE , CHARLES ANDREWS AND JERRY ROSENBERG III, CHARLES ANDREWS AND SYDNEY ROSS , CHARLES ANDREWS AND VERTNER SMITH , JOHN BAKER AND CHARLES ANDREWS , JOHN BAKER AND JARED ANDERSON , JOHN BAKER AND MICHAEL BRZICA , JOHN BAKER AND CHRIS CARLOS , JOHN BAKER AND JOHN CARLOS , JOHN BAKER AND THOMAS COLE , JOHN BAKER AND JAY DAVIS , JOHN BAKER AND ALAN DREEBEN , JOHN BAKER AND PAUL EPSTEIN , JOHN BAKER AND EDWARD FRIEDLAND , JOHN BAKER AND BOB HENDRICKSON , JOHN BAKER AND JAMES LACROSSE , JOHN BAKER AND JERRY ROSENBERG III, JOHN BAKER AND VERTNER SMITH , STEVEN BECKER AND HARVEY CHAPLIN , STEVEN BECKER AND WAYNE CHAPLIN , STEVEN BECKER AND MEL DICK , STEVEN BECKER AND LESTER EBER , MICHAEL BRZICA AND JARED ANDERSON , MICHAEL BRZICA AND CHARLES ANDREWS , MICHAEL BRZICA AND JOHN BAKER , MICHAEL BRZICA AND CHRIS CARLOS , MICHAEL BRZICA AND JOHN CARLOS , MICHAEL BRZICA AND THOMAS COLE , MICHAEL BRZICA AND J. LEWIS COOPER , MICHAEL BRZICA AND JAY DAVIS , MICHAEL BRZICA AND ALAN DREEBEN , MICHAEL BRZICA AND PAUL EPSTEIN , MICHAEL BRZICA AND EDWARD FRIEDLAND , MICHAEL BRZICA AND BOB HENDRICKSON , MICHAEL BRZICA AND JAMES LACROSSE , MICHAEL BRZICA AND JERRY ROSENBERG III, MICHAEL BRZICA AND SYDNEY ROSS , MICHAEL BRZICA AND VERTNER SMITH , EDWIN CALLISON JR. AND FRED COOPER , EDWIN CALLISON JR. AND GLEN HOCH , EDWIN CALLISON JR. AND DONALD PYDO , EDWIN CALLISON JR. AND BRAD REDENIUS , EDWIN CALLISON JR. AND W. ROCKWELL WIRTZ , CHRIS CARLOS AND CHARLES ANDREWS , CHRIS CARLOS AND JARED ANDERSON , CHRIS CARLOS AND JOHN BAKER , CHRIS CARLOS AND MICHAEL BRZICA , CHRIS CARLOS AND THOMAS COLE , CHRIS CARLOS AND J. LEWIS COOPER , CHRIS CARLOS AND JAY DAVIS , CHRIS CARLOS AND ALAN DREEBEN , CHRIS CARLOS AND PAUL EPSTEIN , CHRIS CARLOS AND EDWARD FRIEDLAND , CHRIS CARLOS AND BOB HENDRICKSON , CHRIS CARLOS AND JAMES LACROSSE , CHRIS CARLOS AND JERRY ROSENBERG III, CHRIS CARLOS AND SYDNEY ROSS , CHRIS CARLOS AND VERTNER SMITH , JOHN CARLOS AND CHARLES ANDREWS , JOHN CARLOS AND JOHN BAKER , JOHN CARLOS AND MICHAEL BRZICA , JOHN CARLOS AND THOMAS COLE , JOHN CARLOS AND J. LEWIS COOPER , JOHN CARLOS AND JAY DAVIS , JOHN CARLOS AND ALAN DREEBEN , JOHN CARLOS AND PAUL EPSTEIN , JOHN CARLOS AND EDWARD FRIEDLAND , JOHN CARLOS AND BOB HENDRICKSON , JOHN CARLOS AND JAMES LACROSSE , JOHN CARLOS AND JERRY ROSENBERG III, JOHN CARLOS AND SYDNEY ROSS , JOHN CARLOS AND VERTNER SMITH , ROBERT CATALANI AND V. JAMES ANDRETTA JR. , ROBERT CATALANI AND VINCENT ANDRETTA III, ROBERT CATALANI AND ANDREW CRISSES , ROBERT CATALANI AND KEVIN DUNN , ROBERT CATALANI AND ANDREW HILLMAN , ROBERT CATALANI AND JONATHAN MASLIN , ROBERT CATALANI AND ANTHONY MAGLIOCCO , ROBERT CATALANI AND JONATHAN MASLIN , ROBERT CATALANI AND CHARLES MERINOFF , ROBERT CATALANI AND BARTOLOMEO PIO , ROBERT CATALANI AND JIMMY ROGERS , ROBERT CATALANI AND ROBERT TROSTEL , ROBERT CATALANI AND JIM DORSEY , ROBERT CATALANI AND BENNETT GLAZER , ROBERT CATALANI AND MICHAEL GLAZER , ROBERT CATALANI AND ALAN GREENSPAN , ROBERT CATALANI AND KEITH PETRAUSKAS , ROBERT CATALANI AND CARY ROSSEL , ROBERT CATALANI AND SHELLY STEIN , ROBERT CATALANI AND BARKLEY STUART , ROBERT CATALANI AND LOUIS ZWEIG , HARVEY CHAPLIN AND LESTER EBER , HARVEY CHAPLIN AND MEL DICK , HARVEY CHAPLIN AND STEVEN BECKER , WAYNE CHAPLIN AND STEVEN BECKER , WAYNE CHAPLIN AND MEL DICK , WAYNE CHAPLIN AND LESTER EBER , THOMAS COLE AND CHARLES ANDREWS , THOMAS COLE AND JARED ANDERSON , THOMAS COLE AND JOHN BAKER , THOMAS COLE AND MICHAEL BRZICA , THOMAS COLE AND CHRIS CARLOS , THOMAS COLE AND J. LEWIS COOPER , THOMAS COLE AND JAY DAVIS , THOMAS COLE AND ALAN DREEBEN , THOMAS COLE AND PAUL EPSTEIN , THOMAS COLE AND EDWARD FRIEDLAND , THOMAS COLE AND BOB HENDRICKSON , THOMAS COLE AND JAMES LACROSSE , THOMAS COLE AND JERRY ROSENBERG III, THOMAS COLE AND SYDNEY ROSS , THOMAS COLE AND VERTNER SMITH , FRED COOPER AND EDWIN CALLISON JR., FRED COOPER AND GLEN HOCH , FRED COOPER AND DONALD PYDO , FRED COOPER AND BRAD REDENIUS , FRED COOPER AND W. ROCKWELL WIRTZ , J. LEWIS COOPER AND JARED ANDERSON , J. LEWIS COOPER AND CHARLES ANDREWS , J. LEWIS COOPER AND MICHAEL BRZICA , J. LEWIS COOPER AND CHRIS CARLOS , J. LEWIS COOPER AND JOHN CARLOS , J. LEWIS COOPER AND THOMAS COLE , J. LEWIS COOPER AND JAY DAVIS , J. LEWIS COOPER AND ALAN DREEBEN , J. LEWIS COOPER AND PAUL EPSTEIN , J. LEWIS COOPER AND EDWARD FRIEDLAND , J. LEWIS COOPER AND BOB HENDRICKSON , J. LEWIS COOPER AND JERRY ROSENBERG III, J. LEWIS COOPER AND SYDNEY ROSS , ANDREW CRISSES AND V. JAMES ANDRETTA JR., ANDREW CRISSES AND VINCENT ANDRETTA III, ANDREW CRISSES AND ROBERT CATALANI , ANDREW CRISSES AND KEVIN DUNN , ANDREW CRISSES AND ANDREW HILLMAN , ANDREW CRISSES AND JONATHAN MASLIN , ANDREW CRISSES AND ANTHONY MAGLIOCCO , ANDREW CRISSES AND JONATHAN MASLIN , ANDREW CRISSES AND CHARLES MERINOFF , ANDREW CRISSES AND BARTOLOMEO PIO , ANDREW CRISSES AND JIMMY ROGERS , ANDREW CRISSES AND ROBERT TROSTEL , ANDREW CRISSES AND JIM DORSEY , ANDREW CRISSES AND BENNETT GLAZER , ANDREW CRISSES AND MICHAEL GLAZER , ANDREW CRISSES AND ALAN GREENSPAN , ANDREW CRISSES AND KEITH PETRAUSKAS , ANDREW CRISSES AND CARY ROSSEL , ANDREW CRISSES AND SHELLY STEIN , ANDREW CRISSES AND BARKLEY STUART , ANDREW CRISSES AND LOUIS ZWEIG , JAY DAVIS AND CHARLES ANDREWS , JAY DAVIS AND JARED ANDERSON , JAY DAVIS AND JOHN BAKER , JAY DAVIS AND MICHAEL BRZICA , JAY DAVIS AND CHRIS CARLOS , JAY DAVIS AND JOHN CARLOS , JAY DAVIS AND THOMAS COLE , JAY DAVIS AND J. LEWIS COOPER , JAY DAVIS AND ALAN DREEBEN , JAY DAVIS AND PAUL EPSTEIN , JAY DAVIS AND EDWARD FRIEDLAND , JAY DAVIS AND BOB HENDRICKSON , JAY DAVIS AND JAMES LACROSSE , JAY DAVIS AND JERRY ROSENBERG III, JAY DAVIS AND SYDNEY ROSS , JAY DAVIS AND VERTNER SMITH , MEL DICK AND STEVEN BECKER , MEL DICK AND HARVEY CHAPLIN , MEL DICK AND WAYNE CHAPLIN , MEL DICK AND LESTER EBER , JOHN DONNELLY AND JOHN AARON SR., JOHN DONNELLY AND JOHN AARON JR., JOHN DONNELLY AND THOMAS H. TREY WHITE III, JIM DORSEY AND BENNETT GLAZER , JIM DORSEY AND MICHAEL GLAZER , JIM DORSEY AND KEITH PETRAUSKAS , JIM DORSEY AND CARY ROSSEL , JIM DORSEY AND LOUIS ZWEIG , JIM DORSEY AND ALAN GREENSPAN , JIM DORSEY AND SHELLY STEIN , JIM DORSEY AND BARKLEY STUART , JIM DORSEY AND CHARLES MERINOFF
FORM 990, PART VI, SECTION A, LINE 2   BUSINESS RELATIONSHIPS: JIM DORSEY AND ANDREW CRISSES , JIM DORSEY AND ROBERT CATALANI , ALAN DREEBEN AND CHARLES ANDREWS , ALAN DREEBEN AND JARED ANDERSON , ALAN DREEBEN AND JOHN BAKER , ALAN DREEBEN AND MICHAEL BRZICA , ALAN DREEBEN AND CHRIS CARLOS , ALAN DREEBEN AND JOHN CARLOS , ALAN DREEBEN AND THOMAS COLE , ALAN DREEBEN AND J. LEWIS COOPER , ALAN DREEBEN AND JAY DAVIS , ALAN DREEBEN AND PAUL EPSTEIN , ALAN DREEBEN AND EDWARD FRIEDLAND , ALAN DREEBEN AND BOB HENDRICKSON , ALAN DREEBEN AND JAMES LACROSSE , ALAN DREEBEN AND JERRY ROSENBERG III, ALAN DREEBEN AND SYDNEY ROSS , ALAN DREEBEN AND VERTNER SMITH , KEVIN DUNN AND ANDREW CRISSES , KEVIN DUNN AND CHARLES MERINOFF , KEVIN DUNN AND ROBERT CATALANI , LESTER EBER AND STEVEN BECKER , LESTER EBER AND HARVEY CHAPLIN , LESTER EBER AND WAYNE CHAPLIN , LESTER EBER AND MEL DICK , PAUL EPSTEIN AND CHARLES ANDREWS , PAUL EPSTEIN AND JARED ANDERSON , PAUL EPSTEIN AND JOHN BAKER , PAUL EPSTEIN AND MICHAEL BRZICA , PAUL EPSTEIN AND CHRIS CARLOS , PAUL EPSTEIN AND JOHN CARLOS , PAUL EPSTEIN AND THOMAS COLE , PAUL EPSTEIN AND J. LEWIS COOPER , PAUL EPSTEIN AND JAY DAVIS , PAUL EPSTEIN AND ALAN DREEBEN , PAUL EPSTEIN AND EDWARD FRIEDLAND , PAUL EPSTEIN AND BOB HENDRICKSON , PAUL EPSTEIN AND JAMES LACROSSE , PAUL EPSTEIN AND JERRY ROSENBERG III, PAUL EPSTEIN AND SYDNEY ROSS , PAUL EPSTEIN AND VERTNER SMITH , MARK FISHER AND CARL MARTIGNETTI , MARK FISHER AND CARMINE MARTIGNETTI , MARK FISHER AND KENNETH MANCINI , EDWARD FRIEDLAND AND CHARLES ANDREWS , EDWARD FRIEDLAND AND JARED ANDERSON , EDWARD FRIEDLAND AND JOHN BAKER , EDWARD FRIEDLAND AND MICHAEL BRZICA , EDWARD FRIEDLAND AND CHRIS CARLOS , EDWARD FRIEDLAND AND JOHN CARLOS , EDWARD FRIEDLAND AND THOMAS COLE , EDWARD FRIEDLAND AND J. LEWIS COOPER , EDWARD FRIEDLAND AND JAY DAVIS , EDWARD FRIEDLAND AND ALAN DREEBEN , EDWARD FRIEDLAND AND PAUL EPSTEIN , EDWARD FRIEDLAND AND BOB HENDRICKSON , EDWARD FRIEDLAND AND JAMES LACROSSE , EDWARD FRIEDLAND AND JERRY ROSENBERG III, EDWARD FRIEDLAND AND SYDNEY ROSS , EDWARD FRIEDLAND AND VERTNER SMITH , BENNETT GLAZER AND ROBERT CATALANI , BENNETT GLAZER AND ANDREW CRISSES , BENNETT GLAZER AND JIM DORSEY , BENNETT GLAZER AND ALAN GREENSPAN , BENNETT GLAZER AND CHARLIE MERINOFF , BENNETT GLAZER AND KEITH PETRAUSKAS , BENNETT GLAZER AND CARY ROSSEL , BENNETT GLAZER AND SHELLY STEIN , BENNETT GLAZER AND LOUIS ZWEIG , MICHAEL GLAZER AND ROBERT CATALANI , MICHAEL GLAZER AND ANDREW CRISSES , MICHAEL GLAZER AND JIM DORSEY , MICHAEL GLAZER AND ALAN GREENSPAN , MICHAEL GLAZER AND CHARLIE MERINOFF , MICHAEL GLAZER AND KEITH PETRAUSKAS , MICHAEL GLAZER AND CARY ROSSEL , MICHAEL GLAZER AND SHELLY STEIN , MICHAEL GLAZER AND LOUIS ZWEIG , ALAN GREENSPAN AND ROBERT CATALANI , ALAN GREENSPAN AND ANDREW CRISSES , ALAN GREENSPAN AND JIM DORSEY , ALAN GREENSPAN AND BENNETT GLAZER , ALAN GREENSPAN AND MICHAEL GLAZER , ALAN GREENSPAN AND CHARLIE MERINOFF , ALAN GREENSPAN AND KEITH PETRAUSKAS , ALAN GREENSPAN AND CARY ROSSEL , ALAN GREENSPAN AND SHELLY STEIN , ALAN GREENSPAN AND BARKLEY STUART , ALAN GREENSPAN AND LOUIS ZWEIG , DENNIS HAMANN AND CHRISTOPHER UNDERWOOD , DENNIS HAMANN AND VERNON UNDERWOOD , DENNIS HAMANN AND DON ROBBINS , ROBERT HARMELIN AND JEFFREY ALTSCHULER , STAN HASTINGS AND ROBERT NOTTINGHAM , BOB HENDRICKSON AND CHARLES ANDREWS , BOB HENDRICKSON AND JARED ANDERSON , BOB HENDRICKSON AND JOHN BAKER , BOB HENDRICKSON AND MICHAEL BRZICA , BOB HENDRICKSON AND CHRIS CARLOS , BOB HENDRICKSON AND JOHN CARLOS , BOB HENDRICKSON AND THOMAS COLE , BOB HENDRICKSON AND J. LEWIS COOPER , BOB HENDRICKSON AND JAY DAVIS , BOB HENDRICKSON AND ALAN DREEBEN , BOB HENDRICKSON AND PAUL EPSTEIN , BOB HENDRICKSON AND EDWARD FRIEDLAND , BOB HENDRICKSON AND JAMES LACROSSE , BOB HENDRICKSON AND JERRY ROSENBERG III, BOB HENDRICKSON AND SYDNEY ROSS , BOB HENDRICKSON AND VERTNER SMITH , ANDREW HILLMAN AND ROBERT CATALANI , ANDREW HILLMAN AND ANDREW CRISSES , ANDREW HILLMAN AND CHARLES MERINOFF , GLEN HOCH AND EDWIN CALLISON JR., GLEN HOCH AND FRED COOPER , GLEN HOCH AND DONALD PYDO , GLEN HOCH AND BRAD REDENIUS , GLEN HOCH AND W. ROCKWELL WIRTZ , JAMES LACROSSE AND CHARLES ANDREWS , JAMES LACROSSE AND JARED ANDERSON , JAMES LACROSSE AND JOHN BAKER , JAMES LACROSSE AND MICHAEL BRZICA , JAMES LACROSSE AND CHRIS CARLOS , JAMES LACROSSE AND JOHN CARLOS , JAMES LACROSSE AND THOMAS COLE , JAMES LACROSSE AND JAY DAVIS , JAMES LACROSSE AND ALAN DREEBEN , JAMES LACROSSE AND PAUL EPSTEIN , JAMES LACROSSE AND EDWARD FRIEDLAND , JAMES LACROSSE AND BOB HENDRICKSON , JAMES LACROSSE AND JERRY ROSENBERG III, JAMES LACROSSE AND VERTNER SMITH , DONALD LEEBERN III AND MARVIN PERSALL , DONALD LEEBERN III AND KEITH RIGGINS , DONALD LEEBERN JR. AND MARVIN PERSALL , DONALD LEEBERN JR. AND KEITH RIGGINS , MARK LEVINE AND DON ROBBINS , MARK LEVINE AND CHRISTOPHER UNDERWOOD , MARK LEVINE AND VERNON UNDERWOOD , ANTHONY MAGLIOCCO AND JONATHAN MASLIN , ANTHONY MAGLIOCCO AND CHARLES MERINOFF , ANTHONY MAGLIOCCO AND VINCENT ANDRETTA , KENNETH MANCINI AND CARL MARTIGNETTI , KENNETH MANCINI AND CARMINE MARTIGNETTI , KENNETH MANCINI AND MARK FISHER , CARL MARTIGNETTI AND MARK FISHER , CARL MARTIGNETTI AND KENNETH MANCINI , CARMINE MARTIGNETTI AND MARK FISHER , CARMINE MARTIGNETTI AND KENNETH MANCINI , JONATHAN MASLIN AND ROBERT CATALANI , JONATHAN MASLIN AND ANDREW CRISSES , JONATHAN MASLIN AND CHARLES MERINOFF , CHARLES MERINOFF AND V. JAMES ANDRETTA JR., CHARLES MERINOFF AND VINCENT ANDRETTA III, CHARLES MERINOFF AND ROBERT CATALANI , CHARLES MERINOFF AND ANDREW CRISSES , CHARLES MERINOFF AND KEVIN DUNN , CHARLES MERINOFF AND ANDREW HILLMAN , CHARLES MERINOFF AND JONATHAN MASLIN , CHARLES MERINOFF AND ANTHONY MAGLIOCCO , CHARLES MERINOFF AND JONATHAN MASLIN , CHARLES MERINOFF AND BARTOLOMEO PIO , CHARLES MERINOFF AND ROBERT TROSTEL , CHARLES MERINOFF AND JIM DORSEY , CHARLES MERINOFF AND BENNETT GLAZER , CHARLES MERINOFF AND MICHAEL GLAZER , CHARLIE MERINOFF AND ALAN GREENSPAN , CHARLIE MERINOFF AND KEITH PETRAUSKAS , CHARLIE MERINOFF AND CARY ROSSEL , CHARLIE MERINOFF AND SHELLY STEIN , CHARLIE MERINOFF AND BARKLEY STUART , CHARLIE MERINOFF AND LOUIS ZWEIG , ROBERT NOTTINGHAM AND STAN HASTINGS , MARVIN PERSALL AND DONALD LEEBERN III, MARVIN PERSALL AND DONALD LEEBERN JR., MARVIN PERSALL AND KEITH RIGGINS , KEITH PETRAUSKAS AND JERRY CARGILL , KEITH PETRAUSKAS AND JIM DORSEY , KEITH PETRAUSKAS AND BENNETT GLAZER , KEITH PETRAUSKAS AND MICHAEL GLAZER , KEITH PETRAUSKAS AND ALAN GREENSPAN , KEITH PETRAUSKAS AND CARY ROSSEL , KEITH PETRAUSKAS AND SHELLY STEIN , KEITH PETRAUSKAS AND BARKLEY STUART , KEITH PETRAUSKAS AND LOUIS ZWEIG
FORM 990, PART VI, SECTION A, LINE 6   THE ORGANIZATION'S MEMBERS CONSIST OF COMPANIES THAT PAY MEMBERSHIP DUES TO WSWA.
FORM 990, PART VI, SECTION A, LINE 7A   THE BOARD OF DIRECTORS IS MADE UP OF EMPLOYEES OF THE ORGANIZATION'S MEMBERS. THE BOARD ELECTS THE EXECUTIVE COMMITTEE WHO OVERSEES THE ORGANIZATION'S ACTIVITIES.
FORM 990, PART VI, SECTION A, LINE 7B   THE BOARD OF DIRECTORS RULES.
FORM 990, PART VI, SECTION B, LINE 11   PRIOR TO FILING, THE GOVERNING BODY RECEIVES A COPY OF THE FORM 990 VIA E-MAIL.
  FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS OPEN COMMUNICATIONS BETWEEN DIRECTORS AND EMPLOYEES. WHEN POTENTIAL CONFLICTS ARE DISCOVERED, TOP MANAGEMENT ASSESSES THE SITUATION. IF A CONFLICT EXISTS, THE PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION.
  FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S EXECUTIVE COMMITTEE ANNUALLY REVIEWS COMPENSATION FOR TOP MANAGEMENT OFFICALS. THE ORGANIZATION REVIEWS RELEVANT BENCHMARKING SURVEYS OF COMPARABLE JOBS BOTH WITHIN AND OUTSIDE THE INDUSTRY IN THE WASHINGTON, D.C. AREA.
  FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE AT THE ORGANIZATION'S OFFICE. GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST AT THE ORGANIZATION'S OFFICE.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 139,809.
RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT: FORM 990, PART XI, LINE 2C THE ASSOCIATION HAS NOT CHANGED THIS PROCESS FROM THE PRIOR YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
WINE & SPIRITS WHOLESALERS OF AMERICA INC
 
Employer identification number

43-0590389
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income



(e)
End-of-year assets


(f)
Direct controlling
entity



















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section



(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled organization
Yes No
(1) WSWA EDUCATIONAL FOUNDATION INC

805 15TH STREET SUITE 430

WASHINGTON,DC20005
26-1933101
FUNDING OF INDUSTRY RESEARCH AND ALCOHOL ABUSE EDUCATION PROGRAMS DC 501(C)(3) 170(B)(1)(A)(IV) WINE & SPIRITS WHOLESALERS OF AMERICA INC
 
Yes
 
(2) WINE & SPIRITS WHOLESALERS OF AMERICA POLITICAL ACTION COMMITTEE

805 15TH STREET SUITE 430

WASHINGTON,DC20005
52-1233461
ADVOCATE POLITICAL INTERESTS OF WINE & SPIRITS WHOLESALERS OF AMERICA, INC. DC 527   WINE & SPIRITS WHOLESALERS OF AMERICA INC
 
Yes
 










For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



(b)
Primary activity



(c)
Legal domicile
(state or
foreign
country)
(d)
Direct controlling
entity


(e)
Type of entity
(C corp, S corp,
or trust)

(f)
Share of total income



(g)
Share of
end-of-year
assets

(h)
Percentage
ownership














Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization
(b)
Transaction
type(a-r)
(c)
Amount involved
(d)
Method of determining amount involved
(1) WSWA EDUCATIONAL FOUNDATION INC

K    
(2) WINE & SPIRITS WHOLESALERS OF AMERICA PAC

K 82,442 FMV
(3) WSWA EDUCATIONAL FOUNDATION INC

M    
(4) WINE & SPIRITS WHOLESALERS OF AMERICA PAC

M    
(5) WSWA EDUCATIONAL FOUNDATION INC

N    
(6) WINE & SPIRITS WHOLESALERS OF AMERICA PAC

N    
(7) WSWA EDUCATIONAL FOUNDATION INC

Q 394,718 FMV
(8) WINE & SPIRITS WHOLESALERS OF AMERICAINC WELFARE TRUST (TERMINATED)

R 394,718 FMV
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Are all
partners
section
501(c)(3)
organizations?
(e)
Share of
end-of-year
assets
(f)
Disproprtionate allocations?
(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065)
(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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