2021-09-29T09:38:38-05:00 2020-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2020-01-01 391719902 THE FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION FOUN 6082515577 150 E GILMAN ST NO A MADISON WI 537031499 WILLIAM SEPIC PRESIDENT 6082515577 2021-09-07 1 WILLIAM SEPIC 999009999 MIKE HABLEWITZ CPA P01259157 6082744020 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z WILLIAM SEPIC 150 E GILMAN ST NO A MADISON WI 537031499 2198334 0 X WWW.WATDA.ORG/FOUNDATION X 1992 WI THE FOUNDATION ENABLES THE WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION TO BE RESPONSIBLE CORPORATE CITIZENS BY PROVIDING PHILANTHROPIC FUNDS TO WORTHWHILE STATEWIDE CAUSES. 14 14 0 20 0 0 757971 781504 0 0 188146 25981 0 0 946117 807485 422756 452996 0 0 0 0 0 0 71845 353226 318387 775982 771383 170135 36102 5306402 6159903 87994 100214 5218408 6059689 THE FOUNDATION ENABLES THE WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION TO BE RESPONSIBLE CORPORATE CITIZENS BY PROVIDING PHILANTHROPIC FUNDS TO WORTHWHILE STATEWIDE CAUSES. 0 0 480167 402996 0 SCHOLARSHIPS - TRANSPORTATION TECHNICIAN SCHOLARSHIPS ARE AWARDED TO STUDENTS WHO SUCCESSFULLY QUALIFY THROUGH THE FOUNDATION'S APPLICATION PROCESS. THE PROCESS PROVIDES EACH APPLICANT THE OPPORTUNITY TO SHOWCASE THEIR INDIVIDUAL CAREER ABILITIES AND POTENTIAL FOR BEING A FUTURE TECHNICIAN. THE FOUNDATION PROVIDED ENROLLMENT ASSISTANCE FOR OVER 200 APPLICANTS AND AWARDED $ 130,000 IN ONE AND TWO-YEAR SCHOLARSHIPS AND $ 273,000 IN DONATED AUTOMOTIVE TOOL SETS, TO TRANSPORTATION STUDENTS ATTENDING WISCONSIN TECHNICAL COLLEGES. 23738 0 0 THE CAREER AWARENESS PROGRAM SERVES STUDENTS THROUGHOUT WISCONSIN. ATTENDEES AND THEIR FAMILIES WERE INTRODUCED TO A VARIETY OF WORK OPPORTUNITIES AVAILABLE AT DEALERSHIPS 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. THE FOUNDATION ALSO CONDUCTS TWO TEACHER CERTIFICATION INSTITUTES FOR TRANSPORTATION TEACHERS TO ASSIST THEM IN MAINTAINING THEIR PROFESSIONAL STATUS. THE TEACHERS INSTITUTE PROVIDES WISCONSIN TEACHERS WITH PROFESSIONAL CREDIT HOURS. THESE TRAINING SESSIONS HELP TEACHERS AND PROGRAMS REMAIN CONTEMPORARY AND MAINTAIN INDUSTRY STANDARDS. 21407 0 0 THE WISCONSIN AUTOMOTIVE SERVICE EXCELLENCE PROGRAM (ASE) STARTED IN 1997. ASE IS A SATELLITE PROGRAM ASSISTING TRANSPORTATION STUDENTS AND HIGH SCHOOL PROGRAM STUDENTS BY PROVIDING INDUSTRY CERTIFIED CONTINUING EDUCATION AND LIFELONG EMPLOYMENT FOR GRADUATES. THE FOUNDATION'S ASE PROGRAM CONTINUES TO SERVE 19 ACTIVE WISCONSIN HIGH SCHOOL AND CO-OP SITES AND SERVED OVER 2,500 STUDENTS. IN ADDITION, SUPPORT IS EXTENDED TO NON-ACCREDITED PROGRAMS THROUGHOUT WISCONSIN SERVING ANOTHER 75+ TRANSPORTATION EDUCATION PROGRAMS STATEWIDE. 59442 50000 0 59442 50000 584754 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 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 WI X MATT LAVOLD 6082515577 150 E GILMAN ST STE A MADISON WI 537031499 LAWRENCE MEADE CHAIR 1.00 1.00 X X 0 0 0 MICHAEL SHANNON JR CHAIR-ELECT 1.00 X X 0 0 0 MARK ADAMS SECRETARY/TREASURER 1.00 X X 0 0 0 PETER DORSCH PAST CHAIR 1.00 X 0 0 0 NOLAN CAMPBELL DIRECTOR 1.00 X 0 0 0 BRYAN ALBRECHT DIRECTOR 1.00 X 0 0 0 SUZANNE ASHLEY DIRECTOR 1.00 X 0 0 0 ANDREW 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 BRENT KINDRED VICE PRESIDENT (FROM JUNE) 1.00 40.00 X X 0 60488 3457 RON SYMDON DIRECTOR 1.00 X 0 0 0 LOU METZ 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 WILLIAM SEPIC PRESIDENT 5.50 35.50 X 0 281058 68424 KARA NANIA VICE PRESIDENT (THRU MARCH) 40.00 X 0 22143 3887 MATTHEW LAVOLD VICE PRESIDENT/CFO/CONTROL 5.00 35.00 X 0 128928 11905 0 492617 87673 0 0 1 0 0 100000 681504 276816 781504 170027 170027 1246803 1390849 -144046 -144046 -144046 807485 0 0 25981 50000 50000 402996 402996 221531 112141 47916 61474 5460 5460 18148 18148 3361 1080 2281 2837 46 189 2602 7114 2536 4066 512 4495 498 134 3863 6189 4610 563 1016 977 977 7604 4464 1172 1968 1202 703 189 310 BAD DEBT EXPENSE 33625 33625 PROGRAM SUPPORT 5680 5680 DUES AND SUBSCRIPTIONS 164 64 100 771383 584754 114784 71845 66389 123988 118604 151170 366371 299842 377 400 22813 22813 7604 0 4747057 5584503 5306402 6159903 6344 8714 81650 91500 87994 100214 X 3071196 3889689 2147212 2170000 5218408 6059689 5306402 6159903 36102 805179 0 X 0 1 X 1 0 X 2152214 624525 639329 757971 781504 4955543 2152214 624525 639329 757971 781504 4955543 2493346 2462197 69814 195831 206649 187676 170027 829997 5785540 0.42560 0.44930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1663671 134 288005 182030 1769780 1524326 318 506165 367138 1663671 1489881 16344 21601 3500 1524326 1375133 42197 79301 6750 1489881 1336326 10000 30807 2000 1375133 0.00000 0.68430 0.31570 0 0 22813 22813 0 0 PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR SCHOLARSHIPS AND GENERAL OPERATIONS. 1 THE UNIVERSITY SCHOOL OF MILWAUKEE CORPORATION 2100 W FAIRY CHASM RD MILWAUKEE WI 532171510 396076442 501(C)(3) 50000 GENERAL SUPPORT 1 0 TECHNICIAN SCHOLARSHIP AWARDS 64 273280 ESTIMATED RESALE PRICE AUTOMOTIVE TOOL SETS TECHNICIAN SCHOLARSHIP AWARDS 67 129716 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 260912 0 0 0 20146 0 25988 0 42436 0 349482 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 273280 FAIR MARKET VALUE X SOFTWARE 1 3536 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN COLUMN B. FORM 990, PART VI, SECTION A, LINE 6 THE FOUNDATION HAS A SINGLE CLASS OF MEMBERS CALLED CONTRIBUTORS. 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. TEN VOTING MEMBERS OF THE GOVERNING BODY ARE ELECTED BY MAJORITY VOTE OF THE FOUNDATION'S GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE CFO/CONTROLLER AND THE PRESIDENT BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY. WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC 150 E GILMAN ST STE A MADISON WI 537031499 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 1 0 0 0