TY 2022 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) CRAIG SEVERNS...................................................................... PRESIDENT	1.00 .................	X	X
(2) JIMMY JALILUL...................................................................... 1ST VICE PRESIDENT	1.00 .................	X	X
(3) STEVE FERNANDEZ...................................................................... IMMEDIATE PAST PRESIDENT	1.00 .................	X	X
(4) GARY ENDERS...................................................................... DIRECTOR	1.00 .................	X
(5) BRANDON ALEXANDER...................................................................... DIRECTOR	1.00 .................	X
(6) LAUREN CRAIG...................................................................... DIRECTOR	1.00 .................	X
(7) FRANCIS ELLERT...................................................................... DIRECTOR	1.00 .................	X
(8) TODD MARTY...................................................................... SECRETARY/TREASURER	1.00 .................	X	X
(9) ALISON PATIENT...................................................................... DIRECTOR	1.00 .................	X
(10) HUTCH SCHUMAKER...................................................................... DIRECTOR	1.00 .................	X
(11) SCOTT BRUCE...................................................................... DIRECTOR	1.00 .................	X
(12) DUSTIN BOYCE...................................................................... DIRECTOR	1.00 .................	X
(13) ADAM FICKLIN...................................................................... DIRECTOR	1.00 .................	X
(14) KELLY JOERGER...................................................................... DIRECTOR	1.00 .................	X
(15) RYAN MCKELVEY...................................................................... DIRECTOR	1.00 .................	X
(16) MARK BICKETT...................................................................... DIRECTOR	1.00 .................	X
(17) DARREN CLARK...................................................................... DIRECTOR	1.00 .................	X

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)

(F)
Estimated amount of other compensation from the organization and related organizations

(1) CRAIG SEVERNS......................................................................
PRESIDENT

1.00
.................

(2) JIMMY JALILUL......................................................................
1ST VICE PRESIDENT

1.00
.................

(3) STEVE FERNANDEZ......................................................................
IMMEDIATE PAST PRESIDENT

1.00
.................

(4) GARY ENDERS......................................................................
DIRECTOR

1.00
.................

(5) BRANDON ALEXANDER......................................................................
DIRECTOR

1.00
.................

(6) LAUREN CRAIG......................................................................
DIRECTOR

1.00
.................

(7) FRANCIS ELLERT......................................................................
DIRECTOR

1.00
.................

(8) TODD MARTY......................................................................
SECRETARY/TREASURER

1.00
.................

(9) ALISON PATIENT......................................................................
DIRECTOR

1.00
.................

(10) HUTCH SCHUMAKER......................................................................
DIRECTOR

1.00
.................

(11) SCOTT BRUCE......................................................................
DIRECTOR

1.00
.................

(12) DUSTIN BOYCE......................................................................
DIRECTOR

1.00
.................

(13) ADAM FICKLIN......................................................................
DIRECTOR

1.00
.................

(14) KELLY JOERGER......................................................................
DIRECTOR

1.00
.................

(15) RYAN MCKELVEY......................................................................
DIRECTOR

1.00
.................

(16) MARK BICKETT......................................................................
DIRECTOR

1.00
.................

(17) DARREN CLARK......................................................................
DIRECTOR

1.00
.................

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)

(F)
Estimated amount of other compensation from the organization and related organizations

(18) RANDY DOWNING........................................................................
DIRECTOR

1.00
.......................

(19) SUSAN FAIRLESS........................................................................
DIRECTOR

1.00
.......................

(20) STEVE LODGE........................................................................
DIRECTOR

1.00
.......................

(21) DIANE MASARIU CARTER........................................................................
EXECUTIVE DIRECTOR

25.00
.......................

(22) JEFFREY BENTON........................................................................
DIRECTOR

1.00
.......................

(A)
Name and business address

(B)
Description of services

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet

- TIN:

SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

HOOSIER BEVERAGE ASSOCIATION INC

Employer identification number

35-1633559

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 1A	BY-LAWS SECTION 4.14: OTHER COMMITTEES. THE BOARD OF DIRECTORS, BY RESOLUTION ADOPTED BY A MAJORITY OF THE BOARD OF DIRECTORS, MAY CREATE, AND DESIGNATE THE MEMBERS OF, ONE OR MORE COMMITTEES, EACH OF WHICH SHALL CONSIST OF THREE (3) OR MORE DIRECTORS, WHICH COMMITTEES, TO THE EXTENT PROVIDED IN SAID RESOLUTION, SHALL HAVE AND EXCERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION.
FORM 990, PART VI, SECTION A, LINE 2	HUTCH SCHUMAKER II, CRAIG SEVERNS, AND E.P. SEVERNS JR. - BUSINESS RELATIONSHIP CRAIG SEVERNS AND E.P. SEVERNS JR. - FAMILY RELATIONSHIP
FORM 990, PART VI, SECTION A, LINE 3	THE ORGANIZATION DELEGATES ALL MANAGEMENT AND ADMINISTRATIVE DUTIES TO FAEGRE BAKER DANIELS LLP.
FORM 990, PART VI, SECTION A, LINE 6	HOOSIER BEVERAGE ASSOCIATION HAS THREE CLASSES OF MEMBERS WHICH INCLUDE (I) REGULAR MEMBERS, (II) ASSOCIATE MEMBERS, AND (III) LIFE MEMBERS. REGULAR MEMBERS SHALL INCLUDE ANY INDIVIDUAL, FIRM, PARTNERSHIP, ASSOCIATION, CORPORATION OR OTHER ENTITY ENGAGED IN THE MANUFACTURING, BOTTLING OR DISTRIBUTION OF SOFT DRINKS, BOTTLED WATER OR OTHER NON-ALCOHOLIC BEVERAGES OR THE MANUFACTURING OF SYRUP FOR USE IN SOFT DRINKS, WHOSE APPLICATION FOR MEMBERSHIP IN THE CORPORATION HAS BEEN ACCEPTED BY THE BOARD OF DIRECTORS. ASSOCIATE MEMBERS SHALL INCLUDE ANY OTHER INDIVIDUAL, FIRM, PARTNERSHIP, CORPORATION OR ASSOCIATION ENGAGED IN THE BUSINESS OF PRODUCING OR DEALING IN APPARATUS, EQUIPMENT, SUPPLIES OR SERVICES USED IN THE MANUFACTURING, BOTTLING OR DISTRIBUTION OF SOFT DRINKS OR BOTTLED WATER OR OTHER NON-ALCOHOLIC BEVERAGES OR IN THE MANUFACTURING OF SYRUP FOR USE IN SOFT DRINKS, WHOSE APPLICATION FOR MEMBERSHIP AS AN ASSOCIATION MEMBER HAS BEEN ACCEPTED BY THE BOARD OF DIRECTORS. LIFE MEMBERS SHALL INCLUDE ANY INDIVIDUAL OF ACKNOWLEDGED EMINENCE IN THE SOFT DRINK INDUSTRY, OR ONE WHO HAS RENDERED PARTICULARLY VALUABLE SERVICE TO THE CORPORATION OR TO THE SOFT DRINK INDUSTRY AND WHOSE EMINENCE OR SERVICE SHALL HAVE INSPIRED A MAJORITY VOTE OF THE VOTING MEMBERS. REGULAR MEMBERS AND LIFE MEMBERS WHOSE DUES AND SPECIAL ASSESSMENTS FOR THE CURRENT AND ALL PRIOR YEARS HAVE BEEN PAID SHALL BE ENTITLED TO ONE VOTE AT MEETINGS OF THE MEMBERS UPON ALL QUESTIONS. ASSOCIATE MEMBERS SHALL HAVE NO RIGHT TO VOTE UPON ANY QUESTION.
FORM 990, PART VI, SECTION B, LINE 11B	A FINAL COPY OF THE FULL FORM 990, INCLUDING ALL APPLICABLE SCHEDULES, IS PROVIDIDED TO EACH MEMEBER OF THE ORGANIZATIONS GOVERNING BODY PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 15	THE ORGANIZATION DOES NOT HAVE COMPENSATED OFFICERS OR EMPLOYEES; THEREFORE LINES 15A AND 15B DO NOT APPLY AND HAVE BEEN ANSWERED "NO" IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE MISSION OF HOOSIER BEVERAGE ASSOCIATION IS TO SERVE ITS MEMBERS BY PROVIDING LEADERSHIP PROGRAMS AND SERVICES TO ENHANCE THEIR ABILITY TO CONDUCT BUSINESS SUCCESSFULLY.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	22
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	22
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	147,212	147,213
9	Program service revenue (Part VIII, line 2g) .........	0	0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	145	90
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	147,357	147,303
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	3,500	500
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)	0	0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	181,781	168,346
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	185,281	168,846
19	Revenue less expenses. Subtract line 18 from line 12.......	-37,924	-21,543
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	423,402	401,859
21	Total liabilities (Part X, line 26).............	0	0
22	Net assets or fund balances. Subtract line 21 from line 20.....	423,402	401,859

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	HOOSIER BEVERAGE ASSOCIATION SERVES ITS MEMBERS BY PROVIDING LEADERSHIP PROGRAMS AND SERVICES TO ENHANCE THEIR ABILITY TO CONDUCT BUSINESS SUCCESSFULLY. THE ORGANIZATION PROVIDES LEADERSHIP TO APPROXIMATELY 31 MEMBERS AND PROMOTES RECYCLING AND OTHER CLEAN ENVIRONMENTAL ISSUES.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..		1a
b	Membership dues..		1b	147,213
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:$		1g

h Total. Add lines 1a-1f.......		147,213

		Business Code
2a
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....

3 Investment income (including dividends, interest, and othersimilar amounts) ......			90			90
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory			7a
b	Less: cost or other basis and sales expenses			7b
c	Gain or (loss)			7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			147,303	0	0	90

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	500
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........
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........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......	149,056
b	Legal .........
c	Accounting ...........	6,020
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	244
12	Advertising and promotion ....
13	Office expenses .......
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............	4,597
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	651
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	STATE HOUSE MEETING EXP	3,788
b	TRAVEL EXPENSES:MEALS &	2,151
c	OPERATIONS:POSTAGE & DE	1,610
d	OTHER TYPES OF EXPENSES	229
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	168,846
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........		-1	1
2	Savings and temporary cash investments .........		423,403	2	401,859
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............			4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......			9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .			11
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 ...........			15
16	Total assets. Add lines 1 through 15 (must equal line 33)...		423,402	16	401,859

17	Accounts payable and accrued expenses .....		17
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			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 (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	0	26	0

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	423,402	27	401,859
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	423,402	32	401,859
33	Total liabilities and net assets/fund balances ........	423,402	33	401,859

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(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? ...................................................................................................................	Yes No

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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

(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-.
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