2026-06-17T14:57:56-05:00 2025-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2025-01-01 390711650 WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC WISC 6082515577 150 E GILMAN A100 MADISON WI 53703 WILLIAM SEPIC PRESIDENT 6082515577 2026-06-12 1 MIKE HABLEWITZ CPA P01259157 6082744020 2026-06-11 2025 2025-03-06 01:10:19Z WILLIAM SEPIC 150 E GILMAN A100 MADISON WI 53703 4272804 0 X WATDA.ORG X 1935 WI TO PROMOTE THE AUTOMOTIVE TRADE IN THE STATE OF WISCONSIN; TO PROMOTE A HIGH PLANE OF BUSINESS ETHICS FOR THOSE ENGAGED IN THE RETAIL MOTOR VEHICLE BUSINESS IN THE STATE OF WISCONSIN; TO ENCOURAGE AND PROMOTE A SPIRIT OF COOPERATION AMONG MOTOR VEHICLE DEALERS AND THOSE ENGAGED IN ASSOCIATED AND ALLIED TRADES; TO ENCOURAGE AND ASSIST IN THE FORMATION OF LOCAL ASSOCIATIONS AND SEEK TO MERIT THEIR COOPERATION AND SUPPORT OF THE WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION, INC.; TO CONDUCT SUCH INVESTIGATIONS, STUDIES AND RESEARCHES AS MAY BE NECESSARY AND ADVISABLE TO COMPILE FACTUAL DATA AND GATHER INFORMATION, THE KNOWLEDGE OF WHICH MAY BE USEFUL AND VALUABLE TO THE AUTOMOTIVE TRADE TOWARD IMPROVING THE EFFICIENCY OF ITS OPERATIONS; TO PROMOTE THE ENACTMENT OF SUCH LEGISLATION AS WILL BENEFIT THE AUTOMOTIVE TRADE AND THE PUBLIC TO OPPOSE DISCRIMINATORY LEGISLATION RELATING TO THE TRADE; TO ISSUE PUBLICATIONS. 21 21 15 21 44440 4832 41585 37340 934516 940144 786203 620562 1597797 1764258 3360101 3362304 100000 100000 0 0 971408 1045105 0 0 0 818357 1084787 1889765 2229892 1470336 1132412 17284591 19745134 2123476 2074555 15161115 17670579 X THE WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION, AN ORGANIZATION OF LICENSED DEALERS OF NEW AND USED MOTOR VEHICLES, IS DEDICATED TO ADVANCING THE COMMON GOOD OF ITS MEMBERS, CONSUMERS AND THEIR COMMUNITIES BY PROMOTING PROFESSIONALISM AND PROSPERITY THROUGH EDUCATION, ADVOCACY, INFORMATION AND SERVICE. 0 0 THE WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION, INC. (ASSOCIATION) IS A STATEWIDE TRADE ORGANIZATION REPRESENTING WISCONSIN'S FRANCHISED AND INDEPENDENT CAR AND TRUCK DEALERS. BY UNITING THROUGH MEMBERSHIP, DEALERS AMPLIFY THEIR COLLECTIVE VOICE TO ACCOMPLISH GOALS THAT WOULD BE DIFFICULT OR COSTLY TO ACHIEVE INDIVIDUALLY.THE ASSOCIATION PROVIDES A WIDE RANGE OF MEMBER SERVICES, INCLUDING GOVERNMENT AND PUBLIC RELATIONS SUPPORT, INDUSTRY RESEARCH AND ANALYSIS, INDUSTRY EDUCATION AND TRAINING, REGULATORY, LEGAL, TAX AND ACCOUNTING RESOURCES.THE ASSOCIATION PROVIDES MANAGEMENT SERVICES TO ITS AFFILIATED ORGANIZATIONS WATDA SERVICES, INC. AND THE FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION, INC. AND SHARES EMPLOYEES, FACILITIES, AND OTHER OPERATING EXPENSES WITH THEM.TOGETHER, THESE AFFILIATED ORGANIZATIONS PROVIDE AUTOMOTIVE AND TRUCK FORMS, SUPPLIES, AND PROMOTIONAL PRODUCTS; OFFER DEALER BONDS, ENDORSED PRODUCTS, AND RELATED SERVICES; AND AWARD SCHOLARSHIPS TO STUDENTS PURSUING TECHNICAL CAREERS IN THE RETAIL AUTOMOBILE AND TRUCK INDUSTRY, AND DELIVER EDUCATION, TRAINING AND INDUSTRY EVENTS. 0 0 0 1 0 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 18 0 15 1 1 1 0 0 0 1 1 0 0 0 X 21 21 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 X MATTHEW LAVOLD 6082515577 150 E GILMAN SUITE A100 MADISON WI 53703 FRANK HALLADA CHAIR 1.00 X X 0 0 0 CHAD KOEHNE CHAIR-ELECT 1.00 X X 0 0 0 GREGG KUNES SECRETARY/TREASURER 1.00 X X 0 0 0 JOHN KLEIN IMMEDIATE PAST CHAIR 1.00 X 0 0 0 SEAN BAXTER DIRECTOR 1.00 X 0 0 0 JOSHUA JOHNSON DIRECTOR 1.00 X 0 0 0 MARK ADAMS DIRECTOR 1.00 X 0 0 0 ANDREW DAHL DIRECTOR 1.00 X 0 0 0 ERIC EWALD DIRECTOR 1.00 X 0 0 0 NOLAN CAMPBELL DIRECTOR 1.00 1.00 X 0 0 0 MIKE BERG DIRECTOR 1.00 X 0 0 0 DAVID KRIETE DIRECTOR 1.00 X 0 0 0 DAVID CUENE DIRECTOR 1.00 X 0 0 0 DAN MATTOON DIRECTOR 1.00 X 0 0 0 CHRIS KARI DIRECTOR 1.00 X 0 0 0 LAWRENCE MEADE DIRECTOR 1.00 X 0 0 0 TOM ZIMBRICK DIRECTOR 1.00 X 0 0 0 JIM GRIFFIN DIRECTOR 1.00 X 0 0 0 JERRY BRICKNER III DIRECTOR 1.00 X 0 0 0 GRANT SOMMER DIRECTOR 1.00 X 0 0 0 RON SYMDON DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM SEPIC PRESIDENT 40.00 5.00 X 335824 0 88578 MATTHEW LAVOLD VICE PRESIDENT - CONTROLLE 40.00 6.00 X 175607 0 16246 CHRISTOPHER SNYDER EXECUTIVE VP & GENERAL COU 40.00 X 220234 0 31740 JOHN STRANGE ACCOUNT MANAGER 40.00 X 116267 0 11526 BRENT KINDRED VICE PRESIDENT WATDA FOUND 0.00 40.00 X 133555 0 25408 SUE GOODSPEED MILLER VICE PRESIDENT MEMBER SERVICES 40.00 X 104583 0 41250 1086070 0 214748 6 0 1 0 BOARDMAN & CLARK LLP PO BOX 927 MADISON WI 537010927 LEGAL SERVICES 120748 WISCONSIN DEALER LAW 30 W MIFFLIN ST STE 1001 MADISON WI 53703 LEGAL SERVICES 119028 2 37340 37340 MEMBERSHIP DUES 813910 788900 788900 NADA REBATE AND COMMISSIONS 900099 79079 79079 SEMINARS 611430 72165 72165 940144 623461 623461 1582247 1582247 773000 14500 776866 13533 -3866 967 -2899 -2899 150126 120101 30025 30025 ADVERTISING 541800 44440 44440 107546 107546 151986 3362304 970169 44440 2310355 100000 616255 319458 20963 36789 51640 287844 13422 150000 50169 24403 6377 53758 81141 193381 64050 66998 2340 60560 9975 DUES AND SUBSCRIPTIONS 18929 INCOME TAX 1440 2229892 109931 28748 1497202 1270586 290795 363798 72672 96203 603423 370024 249511 233399 13092304 14753817 745065 1929880 1227111 1068703 17284591 19745134 101912 83586 401134 393458 1620430 1597511 2123476 2074555 X 14424992 16897116 736123 773463 15161115 17670579 17284591 19745134 X 1132412 1009834 367218 X 0 1 X 1 0 0 0 0 788900 354266 354266 319042 35224 603423 370024 233399 233399 INVESTMENT IN SUBSIDIARY 645360 F CASH AND EQUIVALENTS 1284520 F 1929880 FINANCE LEASE RIGHT OF USE ASSETS 64059 OPERATING LEASE RIGHT OF USE ASSETS 994644 SECURITY DEPOSIT 10000 1068703 DEFERRED COMPENSATION 402653 FINANCE LEASE LIABILITIES 64172 OPERATING LEASE LIABILITIES 1130686 1597511 1 THE FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INC 150 E GILMAN SUITE A100 MADISON WI 537031499 391719902 501(C)(3) 100000 0 GENERAL SUPPORT 1 0 PART I, LINE 2: THE ASSOCIATION PROVIDES GRANT FUNDS TO AN AFFILIATED ORGANIZATION THAT SHARES COMMON MEMBERS OF THE GOVERNING BODY WITH THE ASSOCIATION WHO ENSURE THE GRANT FUNDS ARE USED AS INTENDED. X X X 0 1 X X X X X 0 0 0 WILLIAM SEPIC PRESIDENT 308059 0 0 0 27765 0 30571 0 58007 0 424402 0 0 0 CHRISTOPHER SNYDER EXECUTIVE VP & GENERAL COU 197305 0 10122 0 12807 0 17598 0 14142 0 251974 0 0 0 MATTHEW LAVOLD VICE PRESIDENT - CONTROLLE 165964 0 8298 0 1345 0 14049 0 2197 0 191853 0 0 0 BRENT KINDRED VICE PRESIDENT WATDA FOUND 116821 0 4272 0 12462 0 10303 0 15105 0 158963 0 0 0 PART I, LINE 1A THE ASSOCIATION PROVIDES ITS PRESIDENT, WILLIAM SEPIC, A MEMBERSHIP TO THE MADISON CLUB. THE MEMBERSHIP IS USED SOLELY FOR BUSINESS PURPOSES. THE ASSOCIATION RECEIVED APPROVAL FROM THE EXECUTIVE COMMITTEE AND PAID FOR FIRST-CLASS TRAVEL ON LONG FLIGHTS FOR WILLIAM SEPIC. THE ASSOCIATION PAID FOR TRAVEL FOR WILLIAM SEPIC'S SPOUSE AND THE VALUE PAID FOR THE TICKET IS INCLUDED ON WILLIAM SEPIC'S W-2 AS A TAXABLE BENEFIT. PART I, LINE 1B THE ASSOCIATION DOES NOT HAVE A SPECIFIC WRITTEN POLICY FOR THE MADISON CLUB MEMBERSHIP DUES. HOWEVER, IN PRACTICE THE PRESIDENT PROVIDES AN INVOICE FOR THE DUES TO THE ASSOCIATION AND THE ASSOCIATION PAYS THE MADISON CLUB DIRECTLY. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS FULL MEMBERSHIP COMPRISED OF WISCONSIN LICENSED DEALERS ENGAGED PRINCIPALLY IN THE BUSINESS OF SELLING NEW AND USED VEHICLES AND ASSOCIATE MEMBERSHIP COMPRISED OF COMPANIES AFFILIATED WITH THE INDUSTRY THAT SUPPORT THE OBJECTIVES OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIPS IN EACH OF THE ASSOCIATION'S DISTRICTS HAVE THE RIGHT TO ELECT THE MEMBER OF THE GOVERNING BODY TO REPRESENT THEIR RESPECTIVE DISTRICTS. FORM 990, PART VI, SECTION A, LINE 7B THESE BYLAWS MAY BE ALTERED, AMENDED OR REPEALED BY A TWO-THIRDS VOTE OF THE MEMBERS OF THE ASSOCIATION PRESENT AND VOTING AT ANY MEETING OF THE ASSOCIATION MEMBERS OR BY A TWO-THIRDS VOTE OF THE DIRECTORS PRESENT AND VOTING AT ANY REGULAR OR SPECIAL MEETING OF THE BOARD OF DIRECTORS, PROVIDED, HOWEVER, THESE BYLAWS SHALL NOT BE ALTERED, AMENDED, OR REPEALED AT ANY MEETING OF THE MEMBERS OR BOARD OF DIRECTORS UNLESS NOTICE OF THE PROPOSED ALTERATION, AMENDMENT OR REPEAL SHALL HAVE BEEN CONTAINED IN THE NOTICE OF SUCH MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE VICE PRESIDENT-CONTROLLER AND THE PRESIDENT BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 15A WHEN THE CURRENT PRESIDENT WAS HIRED IN 2008, WATDA UTILIZED A TASK FORCE CONSISTING OF WATDA MEMBERS AND HIRED A SEARCH FIRM TO IDENTIFY AND SELECT A CANDIDATE. A MULTI-YEAR CONTRACT WAS THEN NEGOTIATED BETWEEN THE CANDIDATE AND WATDA. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY. FORM 990, PART XI, LINE 9: INCOME FROM SUBSIDIARY 362,218. PAC 5,000. THE FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INC 150 E GILMAN SUITE A100 MADISON WI 53703 391719902 SUPPORT EDUCATIONAL INITIATIVES FOR A HIGH SKILLED TRANSPORTATION WORKFORCE WI 501(C)(3) LINE 7 WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC 1 WATDA SERVICES INC 150 E GILMAN SUITE A100 MADISON WI 53703 391193487 BUSINESS SERVICES WI WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC C 1545655 805331 1.00000 1 0 1 0 0 0 1 0 0 0 0 0 1 0 1 1 0 0 0 0 THE FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INC B 100000 ACTUAL COST THE FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INC L 101844 ACTUAL COST WATDA SERVICES INC N 107604 ACTUAL COST WATDA SERVICES INC F 350000 ACTUAL COST