FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOC (EIN 39-1719902)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-16
- IRS object ID
- 202342289349301114
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-16T11:31:46-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LANDMARK PL STE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537134236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391719902 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION OF THE WISCONSIN | BusinessNameLine1Txt |
| Business Name Line2 | AUTOMOBILE & TRUCK DEALERS ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 6082515577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E GILMAN A100 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537031499 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM SEPIC | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6082515577 | PhoneNum |
| Signature | 2023-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | SEPIC | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE HABLEWITZ CPA | PreparerPersonNm |
| PTIN | P01259157 | PTIN |
| Phone | 6082744020 | PhoneNum |
| Preparation | 2023-08-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM SEPIC | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E GILMAN A100 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537031499 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,133,611 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WATDA.ORG/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE CONDUCT OF SCHOLARSHIP, EDUCATIONAL, SAFETY, AND RESEARCH ACTIVITIES RELATED TO MOTOR VEHICLES IN SOCIETY, AND IN FURTHERANCE OF FREE ENTERPRISE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $977,660 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,141,826 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $455,823 | PYInvestmentIncomeAmt |
| CY Investment Income | $113,218 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $77,837 | CYOtherRevenueAmt |
| PY Total Revenue | $1,433,483 | PYTotalRevenueAmt |
| CY Total Revenue | $1,332,881 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $616,258 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $710,086 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $43,961 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $345,732 | PYOtherExpensesAmt |
| CY Other Expenses | $415,017 | CYOtherExpensesAmt |
| PY Total Expenses | $961,990 | PYTotalExpensesAmt |
| CY Total Expenses | $1,125,103 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $471,493 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $207,778 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,926,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,850,507 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $129,985 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $97,780 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,796,799 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,752,727 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION'S GOAL IS TO SUPPORT EDUCATIONAL INITIATIVES ENSURING WISCONSIN HAS A HIGH SKILLED TRANSPORTATION WORKFORCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $713,002 | ExpenseAmt |
| Grant | $632,249 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $170,241 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. 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. 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $77,837 | ExpenseAmt |
| Grant | $77,837 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $961,080 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW LAVOLD | PersonNm |
| Phone | 6082515577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E GILMAN STE A100 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537031499 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| MARK ADAMS | |||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NOLAN CAMPBELL | |||||||
| CHAIR-ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KARMALA SUTTON | |||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL SHANNON JR | |||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK HOMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GRAHM DEBES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE ASHLEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TYLER DAHL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN DUFFY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM EWALD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB PIETROSKE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RON SYMDON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLIE HALL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BART WIGNALL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG TOYCEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH HORNER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENT KINDRED | |||||||
| VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $0 | $115,863 | $20,414 | |
| WILLIAM SEPIC | |||||||
| PRESIDENT | 5.00 | 40.00 | Yes (X) | $0 | $292,261 | $75,589 | |
| MATTHEW LAVOLD | |||||||
| VICE PRESIDENT/CFO/CONTROLLER | 6.00 | 40.00 | Yes (X) | $0 | $146,852 | $13,526 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $554,976 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $109,529 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $100,000 | RelatedOrganizationsAmt |
| All Other Contributions | $1,041,826 | AllOtherContributionsAmt |
| Noncash Contributions | $420,701 | NoncashContributionsAmt |
| Total Contributions | $1,141,826 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $149,073 | TotalRevenueColumnAmt |
| Exclusion | $149,073 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $707,189 | SecuritiesAmt |
| Other | $4,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $747,044 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$39,855 | SecuritiesAmt |
| Other | $4,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$35,855 | TotalRevenueColumnAmt |
| Exclusion | -$35,855 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $131,523 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $53,686 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,837 | TotalRevenueColumnAmt |
| Exclusion | $77,837 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,332,881 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $191,055 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,837 | TotalAmt |
| Program Services | $77,837 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,249 | TotalAmt |
| Program Services | $632,249 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,922 | TotalAmt |
| Program Services | $185,869 | ProgramServicesAmt |
| Management And General | $65,725 | ManagementAndGeneralAmt |
| Fundraising | $35,328 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,070 | TotalAmt |
| Management And General | $6,070 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,842 | TotalAmt |
| Management And General | $21,842 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,932 | TotalAmt |
| Program Services | $539 | ProgramServicesAmt |
| Management And General | $1,593 | ManagementAndGeneralAmt |
| Fundraising | $800 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,808 | TotalAmt |
| Program Services | $392 | ProgramServicesAmt |
| Management And General | $1,502 | ManagementAndGeneralAmt |
| Fundraising | $914 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,730 | TotalAmt |
| Program Services | $2,674 | ProgramServicesAmt |
| Management And General | $4,200 | ManagementAndGeneralAmt |
| Fundraising | $1,856 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,879 | TotalAmt |
| Program Services | $814 | ProgramServicesAmt |
| Management And General | $300 | ManagementAndGeneralAmt |
| Fundraising | $3,765 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,417 | TotalAmt |
| Program Services | $6,456 | ProgramServicesAmt |
| Management And General | $29 | ManagementAndGeneralAmt |
| Fundraising | $932 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,724 | TotalAmt |
| Program Services | $294 | ProgramServicesAmt |
| Management And General | $1,430 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55 | TotalAmt |
| Program Services | $37 | ProgramServicesAmt |
| Management And General | $11 | ManagementAndGeneralAmt |
| Fundraising | $7 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,393 | TotalAmt |
| Program Services | $869 | ProgramServicesAmt |
| Management And General | $315 | ManagementAndGeneralAmt |
| Fundraising | $209 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM SUPPORT | $53,156 | $53,050 | $106 |
| BAD DEBT EXPENSE | $16,725 | $16,725 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364 | TotalAmt |
| Management And General | $214 | ManagementAndGeneralAmt |
| Fundraising | $150 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,125,103 | TotalAmt |
| Program Services | $961,080 | ProgramServicesAmt |
| Management And General | $120,062 | ManagementAndGeneralAmt |
| Fundraising | $43,961 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,786 | BOYAmt |
| EOY | $468,849 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,205 | BOYAmt |
| EOY | $1,004 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,976 | BOYAmt |
| EOY | $254,468 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482 | BOYAmt |
| EOY | $353 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $550 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $55 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $495 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,254,106 | BOYAmt |
| EOY | $5,125,338 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,229 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,926,784 | BOYAmt |
| EOY | $5,850,507 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,431 | BOYAmt |
| EOY | $9,447 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,554 | BOYAmt |
| EOY | $88,333 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,985 | BOYAmt |
| EOY | $97,780 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,606,085 | BOYAmt |
| EOY | $3,915,206 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,190,714 | BOYAmt |
| EOY | $1,837,521 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,796,799 | BOYAmt |
| EOY | $5,752,727 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,926,784 | BOYAmt |
| EOY | $5,850,507 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $207,778 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,251,850 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $639,329 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $757,971 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $781,504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $977,660 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,141,826 | CurrentTaxYearAmt |
| Total | $4,298,290 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $639,329 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $757,971 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $781,504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $977,660 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,141,826 | CurrentTaxYearAmt |
| Total | $4,298,290 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,074,169 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,224,121 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $206,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $187,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $170,027 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $260,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $149,073 | CurrentTaxYearAmt |
| Total | $973,703 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,271,993 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $131,523 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.42190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.40580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,834,238 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$339,672 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,000 | OtherExpendituresAmt |
| End Year Balance | $1,481,566 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,769,780 | BeginningYearBalanceAmt |
| Contributions | $57 | ContributionsAmt |
| Investment Earnings Or Losses | $226,758 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $162,357 | OtherExpendituresAmt |
| End Year Balance | $1,834,238 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,663,671 | BeginningYearBalanceAmt |
| Contributions | $134 | ContributionsAmt |
| Investment Earnings Or Losses | $288,005 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $182,030 | OtherExpendituresAmt |
| End Year Balance | $1,769,780 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,524,326 | BeginningYearBalanceAmt |
| Contributions | $318 | ContributionsAmt |
| Investment Earnings Or Losses | $506,165 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $367,138 | OtherExpendituresAmt |
| End Year Balance | $1,663,671 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,489,881 | BeginningYearBalanceAmt |
| Contributions | $16,344 | ContributionsAmt |
| Investment Earnings Or Losses | $21,601 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,500 | OtherExpendituresAmt |
| End Year Balance | $1,524,326 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.81740 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18260 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $550 | OtherCostOrOtherBasisAmt |
| Depreciation | $55 | DepreciationAmt |
| Book Value | $495 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $495 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule G IRS990ScheduleG
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $131,523 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $53,460 | NonCashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $226 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $131,523 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $53,460 | NonCashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $226 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $53,686 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $77,837 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WI | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AQUINAS CATHOLIC SCHOOLS INC | ||||||||
| 315 11TH STREET SOUTH | LA CROSSE | WI | 54601 | 391990105 | STATE OF WISCONSIN | $7,900 | $0 | GENERAL PURPOSES |
| HOLMEN ATHLETIC BOOSTER CLUB INC | ||||||||
| PO BOX 363 | HOLMEN | WI | 54636 | 391636683 | 501(C)(3) | $10,400 | $0 | GENERAL PURPOSES |
| NORWALK ONTARIO WILTON SCHOOL DISTRICT | ||||||||
| 28861 WI-131 | ONTARIO | WI | 54651 | 396029535 | STATE OF WISCONSIN | $12,500 | $0 | GENERAL PURPOSES |
| SCHOOL DISTRICT OF LA CROSSE | ||||||||
| 807 EAST AVENUE SOUTH | LA CROSSE | WI | 54601 | 396002841 | STATE OF WISCONSIN | $8,300 | $0 | GENERAL PURPOSES |
| SCHOOL DISTRICT OF ONALASKA | ||||||||
| 237 2ND AVENUE SOUTH | ONALASKA | WI | 54650 | 391411237 | STATE OF WISCONSIN | $5,900 | $0 | GENERAL PURPOSES |
| SCHOOL DISTRICT OF WEST SALEM | ||||||||
| 405 EAST HAMILTON STREET | WEST SALEM | WI | 54669 | 396007946 | STATE OF WISCONSIN | $6,000 | $0 | GENERAL PURPOSES |
| SPARTA AREA SCHOOL DISTRICT | ||||||||
| 900 EAST MONTGOMERY STREET | SPARTA | WI | 54656 | 396004546 | STATE OF WISCONSIN | $7,900 | $0 | GENERAL PURPOSES |
| TOMAH AREA SCHOOL DISTRICT | ||||||||
| 129 WEST CLIFTON STREET | TOMAH | WI | 54660 | 396018182 | STATE OF WISCONSIN | $15,400 | $0 | GENERAL PURPOSES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TECHNICIAN SCHOLARSHIP AWARDS | GrantTypeTxt |
| Recipient | 188 | RecipientCnt |
| Cash Grant | $211,548 | CashGrantAmt |
| Non Cash Assistance | $420,701 | NonCashAssistanceAmt |
| Valuation Method Used | ESTIMATED RESALE PRICE | ValuationMethodUsedDesc |
| Non Cash Assistance | AUTOMOTIVE TOOL SETS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIP AWARDS ARE ONLY GRANTED TO INDIVIDUALS WHO HAVE GONE THROUGH THE APPLICATION PROCESS, COMPLETED A TEST, AND HAVE BEEN INTERVIEWED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM SEPIC | ||||||||||||||
| PRESIDENT | $0 | $271,452 | $0 | $0 | $0 | $20,809 | $0 | $26,994 | $0 | $48,595 | $0 | $367,850 | $0 | $0 |
| MATTHEW LAVOLD | ||||||||||||||
| VICE PRESIDENT/CFO/CONTROLLER | $0 | $140,674 | $0 | $5,000 | $0 | $1,178 | $0 | $11,748 | $0 | $1,778 | $0 | $160,378 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUTO TOOL SETS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $420,701 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN COLUMN B. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E GILMAN STE A100 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537031499 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390711650 | EIN |
| Primary Activities | ADVANCEMENT OF INTERESTS FOR AUTOMOBILE AND TRUCK DEALERS | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |