Civic Intelligence

Vermont Wholesale Beverage Association

990EZ • Fiscal year 2017 • EIN 03-0165008

May 01, 2016 to Apr 30, 2017 • Filed on Aug 02, 2017

1 Blanchard Court Suite 101Montpelier, VT 05602

(802) 229-4900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

25th percentile

-8.2%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

32nd percentile

-6.4%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-6.6%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$96,202

Down $6,571 (-6.4%) from 2016

Net Assets

Down

$96,202

Down $6,571 (-6.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$80,334

Down $5,653 (-6.6%) from 2016

Expenses

Up

$86,905

Up $7,018 (+8.8%) from 2016

Net Income

Down

-$6,571

Down $12,671 (-208%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2012: $42,571Liabilities 2012: $02012Assets 2013: $63,693Liabilities 2013: $02013Assets 2014: $81,283Liabilities 2014: $02014Assets 2015: $96,673Liabilities 2015: $02015Assets 2016: $102,773Liabilities 2016: $0Net Assets 2016: $102,7732016Assets 2017: $96,202Liabilities 2017: $0Net Assets 2017: $96,2022017Assets 2018: $107,863Liabilities 2018: $0Net Assets 2018: $107,8632018Assets 2019: $80,613Liabilities 2019: $0Net Assets 2019: $80,6132019Assets 2020: $100,281Liabilities 2020: $0Net Assets 2020: $100,2812020Assets 2021: $92,873Liabilities 2021: $0Net Assets 2021: $92,8732021Assets 2022: $88,070Liabilities 2022: $0Net Assets 2022: $88,0702022Assets 2023: $93,659Liabilities 2023: $0Net Assets 2023: $93,6592023Assets 2024: $85,488Liabilities 2024: $0Net Assets 2024: $85,4882024Assets 2025: $99,160Net Assets 2025: $99,1602025

Highlighted filing

2017

Assets$96,202
Liabilities$0
Net Assets$96,202

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $89,253Expenses 2012: $84,422Net Income 2012: $4,8312012Revenue 2013: $105,755Expenses 2013: $84,633Net Income 2013: $21,1222013Revenue 2014: $98,320Expenses 2014: $80,730Net Income 2014: $17,5902014Revenue 2015: $101,320Expenses 2015: $85,930Net Income 2015: $15,3902015Revenue 2016: $85,987Expenses 2016: $79,887Net Income 2016: $6,1002016Revenue 2017: $80,334Expenses 2017: $86,905Net Income 2017: -$6,5712017Revenue 2018: $102,508Expenses 2018: $90,847Net Income 2018: $11,6612018Revenue 2019: $94,688Expenses 2019: $121,938Net Income 2019: -$27,2502019Revenue 2020: $106,879Expenses 2020: $87,211Net Income 2020: $19,6682020Revenue 2021: $87,616Expenses 2021: $95,024Net Income 2021: -$7,4082021Revenue 2022: $86,616Expenses 2022: $91,419Net Income 2022: -$4,8032022Revenue 2023: $86,516Expenses 2023: $80,927Net Income 2023: $5,5892023Revenue 2024: $75,650Expenses 2024: $83,821Net Income 2024: -$8,1712024Revenue 2025: $93,858Expenses 2025: $80,186Net Income 2025: $13,6722025

Highlighted filing

2017

Revenue$80,334
Expenses$86,905
Net Income-$6,571
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Aug 2, 2017
Return Version
2016v3.0
Gross Receipts
$80,334
Mission and Program Overview

Mission

Promote the interests of the wholesale beverage dealers in Vermont.

Program Services

DescriptionGrantsExpenses
VERMONT WHOLESALE BEVERAGE ASSOCIATION ADVANCES THE INTERESTS OF ITS MEMBERS, VERMONT'S BEER AND WINE DISTRIBUTORS, ON ALL ISSUES INVOLVING THE SALE AND DISTRIBUTION OF BEER AND WINE BEFORE VERMONT'S LEGISLATIVE AND EXECUTIVE BRANCHES. VERMONT WHOLESALE BEVERAGE ASSOCIATION HAS 3 MEMBERS AND 1 ASSOCIATE MEMBER. VERMONT WHOLESALE BEVERAGE ASSOCIATION ISSUES MONTHLY LEGISLATIVE REPORTS AND A YEAR END REPORT.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID J FARRELLPresident-$0--
ALAN MCPHERSONVice President-$0--
LEONINE PUBLIC AFFAIRS LLPContract SvcsPT$0--
ANN BRAZIERTreasurer-$0--
CLARE BUCKLEYExecutive DirecPT$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$62,706
Total Nondeductible Lobbying and Political Cost$62,706
Political Expenditures$8,000
Total Exempt Function Spending$8,000

Section 527 Organizations

OrganizationLocationAmount
47-5073559Middlesex, VT$2,000
03-0199446Montpelier, VT$2,000
47-5062237Burlington, VT$1,500
-various, VT$1,500
20-8731490Montpelier, VT$500
77-0646170Gaysville, VT$500
Filing and Contact Details

Filer

Filer Name
Vermont Wholesale Beverage Association
EIN
03-0165008
Phone
8022294900
Address
1 Blanchard Court Suite 101, Montpelier, VT 05602

Signing Officer

Name
Clare Buckley
Title
Executive Direc
Signed
2017-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Pearson & Renaud Pc
Address
PO BOX 145, MONTPELIER, VT 05601
Preparer
Thomas L Renaud
Phone
8022299108
Supplemental Narrative

Additional Explanations

Other Expenses.1

Political contributions $8000

Other Expenses.2

Dues $283

Other Expenses.3

Other expenses $26

Raw XML Appendix163 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Ann Brazier
IRS990EZ/BooksInCareOfDetail/PhoneNum08022294900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01 Blanchard Court Suite 101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Montpelier
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd005602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0102773
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-6571
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID J FARRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALAN MCPHERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEONINE PUBLIC AFFAIRS LLP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANN BRAZIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CLARE BUCKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Contract Svcs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Direc
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08309
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0true
IRS990EZ/PrimaryExemptPurposeTxt0Promote the interests of the wholesale beverage dealers in Vermont.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VERMONT WHOLESALE BEVERAGE ASSOCIATION ADVANCES THE INTERESTS OF ITS MEMBERS, VERMONT'S BEER AND WINE DISTRIBUTORS, ON ALL ISSUES INVOLVING THE SALE AND DISTRIBUTION OF BEER AND WINE BEFORE VERMONT'S LEGISLATIVE AND EXECUTIVE BRANCHES. VERMONT WHOLESALE BEVERAGE ASSOCIATION HAS 3 MEMBERS AND 1 ASSOCIATE MEMBER. VERMONT WHOLESALE BEVERAGE ASSOCIATION ISSUES MONTHLY LEGISLATIVE REPORTS AND A YEAR END REPORT.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086905
IRS990EZ/TotalRevenueAmt080334
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AggregateReportedDuesNtcAmt056234
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/CarriedOverAmt06472
IRS990ScheduleC/DuesAssessmentsAmt080334
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/InternalFundsContributedAmt08000
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt062706
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt062706
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/PoliticalExpendituresAmt08000
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0475073559
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN1475062237
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IRS990ScheduleC/Section527PoliticalOrgGrp/EIN4770646170
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0Phil Scott for Vermont 2016
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt1DONOVAN FOR ATTORNEY GENERAL
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt2Vermont Democratic Party
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt3The Senate Circle
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt4Green Mtn Republican Senate Committ
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt515 State Candidates 100 each
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt02000
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt11500
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt22000
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt3500
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt4500
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt51500
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt046 Three Mile Bridge Road
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt1PO BOX 364
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt2PO Box 1220
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt3PO Box 896
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt4PO Box 80
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt5various
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0Middlesex
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm1BURLINGTON
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm2Montpelier
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm3Montpelier
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm4Gaysville
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm5various
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0VT
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd1VT
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd2VT
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd3VT
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd4VT
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd5VT
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd005602
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd105402
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd205601
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd305601
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd405746
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd505602
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0campaign contributions
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1 - Direct and Indirect Political Campaign Activities
IRS990ScheduleC/TotalExemptFunctionExpendAmt08000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Political contributions $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues $283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other expenses $26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLARE BUCKLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Vermont Wholesale Beverage Association
ReturnHeader/Filer/BusinessNameControlTxt0VERM
ReturnHeader/Filer/EIN0030165008
ReturnHeader/Filer/PhoneNum08022294900
ReturnHeader/Filer/USAddress/AddressLine1Txt01 Blanchard Court Suite 101
ReturnHeader/Filer/USAddress/CityNm0Montpelier
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PEARSON & RENAUD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTPELIER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005601
ReturnHeader/PreparerPersonGrp/PhoneNum08022299108
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas L Renaud
ReturnHeader/ReturnTs02017-08-02T07:45:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.94$0.80$0.14
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.76$0.84$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.87$0.81$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.87$0.91$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.88$0.95$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.07$0.87$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.95$1.22$0.27
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.03$0.91$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.80$0.87$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.86$0.80$0.06
2015Summary only. Only limited summary data is available for this year.$0.97$0.00$1.01$0.86$0.15
2014Summary only. Only limited summary data is available for this year.$0.81$0.00$0.98$0.81$0.18
2013Summary only. Only limited summary data is available for this year.$0.64$0.00$1.06$0.85$0.21
2012Summary only. Only limited summary data is available for this year.$0.43$0.00$0.89$0.84$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits