2022-09-30T14:14:05-05:00 2021-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2021-01-01 390711650 WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC WISC 6082515577 150 E GILMAN A100 MADISON WI 537031499 WILLIAM SEPIC PRESIDENT 6082515577 2022-09-22 1 WILLIAM SEPIC 999009999 MIKE HABLEWITZ CPA P01259157 6082744020 2022-09-09 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X WILLIAM SEPIC 150 E GILMAN A100 MADISON WI 537031499 4356894 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. 19 19 16 19 59225 33655 51115 58131 897877 936123 -13084 400218 885671 1093216 1821579 2487688 100000 100000 0 0 721511 926525 0 0 0 470010 563825 1291521 1590350 530058 897338 10581075 12063638 543956 588339 10037119 11475299 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 (ASSOCIATION) IS A TRADE ORGANIZATION REPRESENTING FRANCHISED AND USED, CAR AND TRUCK DEALERS IN WISCONSIN. UNITED THROUGH ASSOCIATION MEMBERSHIP, MEMBERS SEEK TO ACHIEVE THROUGH ONE VOICE, WHAT IS IMPOSSIBLE OR TOO EXPENSIVE TO ACHIEVE ALONE. MEMBERSHIP SERVICES INCLUDE GOVERNMENT AND PUBLIC RELATIONS, RESEARCH AND ANALYSIS, LEGAL COUNSELING, AND ACCOUNTING AND TAX ASSISTANCE. THE ASSOCIATION PROVIDES EDUCATIONAL OPPORTUNITIES FOR DEALERSHIP EMPLOYERS AND EMPLOYEES. THE ASSOCIATION COORDINATES WITH INDUSTRY ORGANIZATIONS TO PROVIDE INDUSTRY-RELATED JOB TRAINING. THE ASSOCIATION ALSO PROVIDES REGIONAL MEETINGS, CONFERENCES, EDUCATION SEMINARS AND MEMBERSHIP WIDE INDUSTRY AND REGULATORY MATTER COMMUNICATIONS. THE ASSOCIATION PROVIDES AFFILIATED ORGANIZATIONS, WATDA SERVICES, INC. AND THE FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION, INC. WITH MANAGEMENT SERVICES, AND SHARES EMPLOYEES, FACILITIES, AND OTHER EXPENSES WITH THEM. THE ASSOCIATION AFFILIATES PROVIDE AUTOMOTIVE AND TRUCK FORMS AND SUPPLIES AND PROMOTIONAL PRODUCTS; OFFER DEALER BONDS, ENDORSED PRODUCTS, AND OTHER SERVICES; AND AWARD SCHOLARSHIPS AND SPONSORSHIPS TO STUDENTS PURSUING A TECHNICAL CAREER IN A RETAIL AUTOMOBILE OR TRUCK BUSINESS. 0 0 0 1 0 0 0 0 0 1 1 0 0 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 13 0 16 1 1 1 0 0 0 1 1 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 1 1 0 X MATTHEW LAVOLD 6082515577 150 E GILMAN SUITE A100 MADISON WI 537031499 MARY ANN SCAFFIDI CHAIR 1.00 X X 0 0 0 KEITH KOCOUREK CHAIR-ELECT 1.00 X X 0 0 0 DAVID CUENE SECRETARY/TREASURER 1.00 X X 0 0 0 JAMES MOELLER IMMEDIATE PAST CHAIR 1.00 X 0 0 0 SEAN BAXTER DIRECTOR 1.00 X 0 0 0 MARK GEIGER DIRECTOR 1.00 X 0 0 0 MICHAEL SHANNON JR DIRECTOR 1.00 1.00 X 0 0 0 JOSH JOHNSON DIRECTOR 1.00 X 0 0 0 JOHN KLEIN DIRECTOR 1.00 X 0 0 0 GREG HOBBS DIRECTOR 1.00 X 0 0 0 CHAD KOEHNE DIRECTOR 1.00 X 0 0 0 DAVID KRIETE DIRECTOR 1.00 X 0 0 0 GREGG KUNES DIRECTOR 1.00 X 0 0 0 DANIEL MATTOON DIRECTOR 1.00 X 0 0 0 TIMOTHY WEGGE DIRECTOR 1.00 X 0 0 0 LAWRENCE MEADE DIRECTOR 1.00 1.00 X 0 0 0 TOM ZIMBRICK DIRECTOR 1.00 X 0 0 0 PATTY NORDHEIM DIRECTOR 1.00 X 0 0 0 STEPHANIE SOERENS-BORKOWSKI DIRECTOR 1.00 X 0 0 0 WILLIAM SEPIC PRESIDENT 35.50 5.50 X 286276 0 175079 MATTHEW LAVOLD VICE PRESIDENT/CONTROLLER 40.00 X 145050 0 13305 CHRIS SNYDER EXECUTIVE VP & GENERAL COUNSEL 40.00 X 176742 0 15419 SUE GOODSPEED MILLER VICE PRESIDENT MEMBER SERVICES 40.00 X 104199 0 38442 JOHN STRANGE ACCOUNT MANAGER 40.00 X 102140 0 33308 BRENT KINDRED VICE PRESIDENT WATDA FOUNDATION 40.00 X 118158 0 15202 932565 0 290755 6 0 1 0 0 58131 58131 MEMBERSHIP DUES 900099 820510 820510 SEMINARS 611430 64034 64034 NADA REBATE AND COMMISSIONS 900099 51579 51579 936123 332272 332272 1001820 1001820 1794887 13715 1730368 10288 64519 3427 67946 67946 160673 128550 32123 32123 ADVERTISING 541800 59225 59225 48 48 59273 2487688 968246 59225 1402086 100000 619710 211020 14265 41325 40205 100912 8846 96000 27605 32515 5606 48889 53175 96394 25923 18926 13 15211 7443 DUES AND SUBSCRIPTIONS 14753 INCOME TAX 11614 1590350 250 105875 2449860 2823073 167821 144745 54801 78914 465547 399956 72362 65591 6573833 7660833 1252148 1174607 10000 10000 10581075 12063638 122134 66673 421822 421666 0 100000 543956 588339 X 9394294 10874343 642825 600956 10037119 11475299 10581075 12063638 X 897338 359270 181572 X 0 1 X 1 0 0 0 0 820510 346718 346718 326972 19746 465547 399956 65591 65591 1033719 F CASH AND CASH EQUIVALENTS 140888 F 1174607 DEFERRED COMPENSATION 100000 100000 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 0 1 X X X X X X 0 0 0 WILLIAM SEPIC PRESIDENT 266130 0 0 0 20146 0 126509 0 48570 0 461355 0 0 0 CHRIS SNYDER EXECUTIVE VP & GENERAL COUNSEL 155116 0 10000 0 11626 0 13635 0 1784 0 192161 0 0 0 MATTHEW LAVOLD VICE PRESIDENT/CONTROLLER 133883 0 10000 0 1167 0 11604 0 1701 0 158355 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. 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 15 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 181,572. THE FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INC 150 E GILMAN SUITE A100 MADISON WI 537031499 391719902 FOUNDATION WI 501(C)(3) LINE 7 WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC 0 WATDA SERVICES INC 150 E GILMAN SUITE A100 MADISON WI 537031499 391193487 BUSINESS SERVICES WI WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC C 1276622 1185809 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 WATDA SERVICES INC Q 964781 ACTUAL COST