2024-07-22T09:59:43-05:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-01-01 391719902 THE FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION FOUN 6082515577 150 E GILMAN A100 MADISON WI 53703 WILLIAM SEPIC PRESIDENT 6082515577 2024-07-16 1 WILLIAM SEPIC 999009999 0 MIKE HABLEWITZ CPA P01259157 6082744020 2024-07-16 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z WILLIAM SEPIC 150 E GILMAN A100 MADISON WI 53703 2466146 0 X WWW.WATDA.ORG/FOUNDATION X 1992 WI THE CONDUCT OF SCHOLARSHIP, EDUCATIONAL, SAFETY, AND RESEARCH ACTIVITIES RELATED TO MOTOR VEHICLES IN SOCIETY, AND THE FURTHERANCE OF FREE ENTERPRISE. 16 16 0 50 0 0 1141826 2209916 0 0 113218 153622 77837 0 1332881 2363538 710086 701537 0 0 0 0 0 0 37067 415017 427398 1125103 1128935 207778 1234603 5850507 7801334 97780 132677 5752727 7668657 X THE FOUNDATION'S GOAL IS TO SUPPORT EDUCATIONAL INITIATIVES ENSURING WISCONSIN HAS A HIGH SKILLED TRANSPORTATION WORKFORCE. 0 1 808291 701537 0 SCHOLARSHIP ACTIVITIES INCLUDE PROVIDING EDUCATION SCHOLARSHIPS TO STUDENTS PURSUING CAREERS IN THE AUTOMOTIVE AND TRANSPORTATION INDUSTRIES. SCHOLARSHIPS ARE AWARDED TO STUDENTS WHO SUCCESSFULLY QUALIFY THROUGH THE FOUNDATION'S APPLICATION PROCESS. THE SCHOLARSHIP PROCESS PROVIDES EACH APPLICANT THE OPPORTUNITY TO SHOWCASE THEIR INDIVIDUAL CAREER ABILITIES AND POTENTIAL TO BE A FUTURE TECHNICIAN. ONE AND TWO-YEAR SCHOLARSHIPS ARE AWARDED, AND A DONATED AUTOMOTIVE TOOL SET IS PROVIDED TO AUTOMOTIVE AND TRANSPORTATION STUDENTS ATTENDING WISCONSIN TECHNICAL COLLEGES. 174709 0 0 EDUCATIONAL ACTIVITIES INCLUDE CAREER AWARENESS PROGRAMS THROUGHOUT WISCONSIN INCLUDING: FAMILIARIZE INDIVIDUALS TO THE VARIETY OF WORK OPPORTUNITIES AVAILABLE IN THE AUTOMOTIVE AND TRANSPORTATION INDUSTRIES AND THE EDUCATION REQUIREMENTS, PROVIDE INDIVIDUALS WITH INFORMATION ON SUCCESSFUL JOB SEARCH AND INTERVIEW TECHNIQUES, PARTICIPATE IN THE TEACHER CERTIFICATION INSTITUTES TO MAINTAIN THEIR PROFESSIONAL STATUS AND HELP MANAGE THE WISCONSIN AUTOMOTIVE SERVICE EXCELLENCE (ASE) PROGRAM THROUGHOUT WISCONSIN. STUDENT CAREER FAIR ACTIVITIES INCLUDE CAREER AWARENESS PROGRAMS SERVING STUDENTS THROUGHOUT WISCONSIN. ATTENDEES AND THEIR FAMILIES ARE INTRODUCED TO A VARIETY OF WORK OPPORTUNITIES AVAILABLE IN THE AUTOMOTIVE AND TRANSPORTATION INDUSTRIES AND THE EDUCATION REQUIREMENTS. THIS PROGRAM ALSO PROVIDES STUDENTS WITH INFORMATION ON SUCCESSFUL JOB SEARCH AND INTERVIEW TECHNIQUES TO APPLY ON ANY OPPORTUNITY IN THEIR EMPLOYMENT SEARCH. TEACHER PROFESSIONAL DEVELOPMENT ACTIVITIES INCLUDE PREPARATION AND FACILITATION OF TWO TEACHER CERTIFICATION INSTITUTES FOR AUTOMOTIVE AND TRANSPORTATION TEACHERS TO ASSIST THEM IN MAINTAINING THEIR PROFESSIONAL STATUS. THE TEACHERS INSTITUTE PROVIDES WISCONSIN TEACHERS WITH PROFESSIONAL CREDIT HOURS. THE TRAINING SESSIONS HELP TEACHERS AND THEIR PROGRAMS KEEP UP ON CURRENT TRENDS AND TECHNOLOGY AT HIGH INDUSTRY STANDARDS. ASE ACCREDITATION ACTIVITIES INCLUDE THE WISCONSIN ASE THAT STARTED IN 1997. ASE IS A SATELLITE PROGRAM THAT ASSISTS AUTOMOTIVE AND TRANSPORTATION STUDENTS PROVIDING INDUSTRY CERTIFIED CONTINUING EDUCATION AND LIFELONG EMPLOYMENT. THE FOUNDATION'S ASE PROGRAM SERVES 18 ACTIVE WISCONSIN HIGH SCHOOL AND CO-OP SITES, AND WELL OVER 2,000 STUDENTS. SUPPORT IS ALSO PROVIDED TO 75+ NON-ACCREDITED TRANSPORTATION EDUCATION PROGRAMS IN WISCONSIN. MIDDLE SCHOOL SUMMER CAMP ACTIVITIES INCLUDE THE FOUNDATION PARTNERING WITH TECHNICAL COLLEGES AND DEALERSHIPS TO FACILITATE MIDDLE SCHOOL STUDENT SUMMER CAMPS. THESE WEEKLONG CAMP EXPERIENCES EXPOSE YOUNG PEOPLE TO A WIDE VARIETY OF AUTOMOTIVE AND TRANSPORTATION RELATED CAREER PATHWAYS. STUDENT COMPETITION EVENT ACTIVITIES INCLUDE FOUNDATION STAFF AND INDUSTRY VOLUNTEERS ON THE ANNUAL SKILLSUSA WISCONSIN AUTOMOTIVE COMPETITION TECHNICAL COMMITTEE. THE FOUNDATION ALSO ASSISTS AND CONTRIBUTES TO OTHER WISCONSIN AUTOMOTIVE AND TRANSPORTATION STUDENT COMPETITIONS. 983000 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 WI X MATTHEW LAVOLD 6082515577 150 E GILMAN STE A100 MADISON WI 53703 NOLAN CAMPBELL CHAIR 1.00 1.00 X X 0 0 0 KARMALA SUTTON CHAIR-ELECT 1.00 X X 0 0 0 SUZANNE ASHLEY SECRETARY/TREASURER 1.00 X X 0 0 0 MARK ADAMS PAST CHAIR 1.00 1.00 X 0 0 0 MARK HOMAN DIRECTOR 1.00 X 0 0 0 GRAHM DEBES DIRECTOR 1.00 X 0 0 0 MICHAEL SHANNON JR DIRECTOR 1.00 X 0 0 0 TYLER DAHL DIRECTOR 1.00 X 0 0 0 JOHN DUFFY DIRECTOR 1.00 X 0 0 0 TOM EWALD DIRECTOR 1.00 X 0 0 0 BOB PIETROSKE DIRECTOR 1.00 X 0 0 0 RON SYMDON DIRECTOR 1.00 X 0 0 0 CHARLIE HALL DIRECTOR 1.00 X 0 0 0 BART WIGNALL DIRECTOR 1.00 X 0 0 0 CRAIG TOYCEN DIRECTOR 1.00 X 0 0 0 SARAH HORNER DIRECTOR 1.00 X 0 0 0 WILLIAM SEPIC PRESIDENT 5.00 40.00 X 0 311147 129992 MATTHEW LAVOLD VICE PRESIDENT/CFO/CONTROLLER 6.00 40.00 X 0 155257 14373 BRENT KINDRED VICE PRESIDENT 40.00 X 0 122202 23066 0 588606 167431 0 0 1 0 0 100000 10063 2099853 427240 2209916 156134 156134 100096 102608 -2512 -2512 -2512 2363538 0 0 153622 701537 701537 300664 209599 59805 31260 1783 1783 6796 6796 21296 21296 2012 1779 233 2925 569 869 1487 7647 3351 3845 451 4204 901 219 3084 8799 7299 899 601 2156 330 1826 110 78 19 13 1502 1065 266 171 PROGRAM SUPPORT 57092 56492 600 BAD DEBT EXPENSE 9983 9983 DUES AND SUBSCRIPTIONS 429 429 1128935 983000 108868 37067 468849 8437 1004 569103 254468 282275 0 126 353 4809 550 165 495 385 5125338 6908863 0 27336 5850507 7801334 9447 14677 88333 118000 97780 132677 X 3915206 4566607 1837521 3102050 5752727 7668657 5850507 7801334 1234603 681327 0 X 0 1 X 1 0 X 757971 781504 977660 1141826 2209916 5868877 757971 781504 977660 1141826 2209916 5868877 3107046 2761831 187676 170027 260278 149073 156134 923188 6792065 131523 0.40660 0.42190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1481566 226239 20000 1687805 1834238 -339672 13000 1481566 1769780 57 226758 162357 1834238 1663671 134 288005 182030 1769780 1524326 318 506165 367138 1663671 0.00000 0.71752 0.28248 0 0 550 165 385 385 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF SIX DONOR-RESTRICTED FUNDS: THE BOB AND JOAN KOLOSSO FAMILY FUND (KOLOSSO FAMILY), THE JEROME AND DOROTHY HOLZ FAMILY FUND (HOLZ FAMILY), THE GLENN HUMPHREY CHARITABLE FUND (HUMPHREY), THE JOHN AND CINDY AMATO FUND (AMATO FAMILY), THE JOHN AND RICHARD BERGSTROM FUND (BERGSTROM FAMILY), AND THE INNOVATION FUND (INNOVATION). THESE FUNDS WERE ESTABLISHED TO PROVIDE SCHOLARSHIPS AND TO SUPPORT GENERAL OPERATIONS. 1 TECHNICIAN SCHOLARSHIP AWARDS 217 274297 427240 ESTIMATED RESALE PRICE AUTOMOTIVE TOOL SETS PART I, LINE 2: SCHOLARSHIP AWARDS ARE ONLY GRANTED TO INDIVIDUALS WHO HAVE GONE THROUGH THE APPLICATION PROCESS, COMPLETED A TEST, AND HAVE BEEN INTERVIEWED. 0 0 0 0 0 0 0 0 0 WILLIAM SEPIC PRESIDENT 0 284718 0 0 0 26429 0 78219 0 51773 0 441139 0 0 MATTHEW LAVOLD VICE PRESIDENT/CFO/CONTROLLER 0 149063 0 5000 0 1194 0 12421 0 1952 0 169630 0 0 PART I, LINE 3 WHEN THE CURRENT PRESIDENT WAS HIRED IN 2008, WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION, INC., A RELATED ORGANIZATION, 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. X AUTO TOOL SETS 1 427240 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN B. FORM 990, PART III, LINE 3 DURING 2023 THE ORGANIZATION DISCONTINUED THEIR COMMUNITY OUTREACH PROGRAM. COMMUNITY OUTREACH ACTIVITIES INCLUDE ACTIVITIES RELATED TO PROMOTION OF THE AUTOMOTIVE AND TRANSPORTATION INDUSTRIES AND THE GOODWILL THESE INDUSTRIES PROVIDE IN THE STATE OF WISCONSIN AND WITHIN THEIR LOCAL COMMUNITIES. FORM 990, PART VI, SECTION A, LINE 7A ELEVEN VOTING MEMBERS OF THE GOVERNING BODY ARE APPOINTED BY THE GOVERNING BODY OF WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION, INC. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE VICE PRESIDENT-CONTROLLER AND THE PRESIDENT OF WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION, INC. BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C NO CONTRACT OR OTHER TRANSACTION BETWEEN THIS CORPORATION AND ONE OR MORE OF ITS DIRECTORS OR ANY OTHER CORPORATION, FIRM, ASSOCIATION, OR ENTITY IN WHICH ONE OR MORE OF ITS DIRECTORS ARE DIRECTORS OR OFFICERS OR HAS A MATERIAL FINANCIAL INTEREST, SHALL BE EITHER VOID OR VOIDABLE BECAUSE OF SUCH RELATIONSHIP OR INTEREST OR BECAUSE SUCH DIRECTOR OR DIRECTORS ARE PRESENT AT THE MEETING OF THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF THAT AUTHORIZES, APPROVES OR RATIFIES SUCH CONTRACT OR TRANSACTION OR BECAUSE HIS OR THEIR VOTES ARE COUNTED FOR SUCH PURPOSE, IF (1) THE FACT OF SUCH RELATIONSHIP OR INTEREST IS DISCLOSED OR KNOWN TO THE BOARD OF DIRECTORS OR COMMITTEE THAT AUTHORIZES, APPROVES OR RATIFIES THE CONTRACT OR TRANSACTION BY A VOTE OR CONSENT SUFFICIENT FOR THE PURPOSE WITHOUT COUNTING THE VOTES OR CONSENTS OF SUCH INTERESTED DIRECTORS; OR (2) THE FACT OF SUCH RELATIONSHIP OR INTEREST IS DISCLOSED OR KNOWN TO THE MEMBERS ENTITLED TO VOTE AND THEY AUTHORIZE, APPROVE OR RATIFY SUCH CONTRACT OR TRANSACTION BY VOTE OR WRITTEN CONSENT; OR (3) THE CONTRACT OR TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION. COMMON OR INTERESTED DIRECTORS MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF THAT AUTHORIZES, APPROVES OR RATIFIES SUCH CONTRACT OR TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE THE PUBLIC UPON REQUEST. WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC 150 E GILMAN STE A100 MADISON WI 53703 390711650 ADVANCEMENT OF INTERESTS FOR AUTOMOBILE AND TRUCK DEALERS WI 501(C)(6) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0