2021-11-15T09:00:57-06:00 2020-12-31 371611326 ARONSON LLC 111 Rockville Pike Suite 600 Rockville MD 20850 990 2020-01-01 530114725 NATIONAL AUTOMOBILE DEALERS ASSOCIATION NATI 8005576232 8484 WESTPARK DRIVE 500 TYSONS VA 22102 JOSEPH L COWDEN EXECUTIVE VP & CFO 2021-11-15 true JOSEPH L COWDEN 999009999 Robert Eby CPA P01682202 3012316200 2020 2022-09-23 18:48:47Z JOSEPH L COWDEN 8484 WESTPARK DRIVE 500 TYSONS VA 22102 167759562 false X NADA.ORG X 1917 DE REPRESENT AUTOMOBILE DEALERS INTERFACING WITH MANUFACTURERS AND US CONGRESS. OPERATE TRAINING AND SERVICE PROGRAMS TO ASSIST FRANCHISED DEALERS IN IMPROVING THEIR SALES AND SERVICES. 62 62 179 62 0 652816 0 0 48551074 47715687 9060395 13584009 7967941 6453166 65579410 67752862 0 103723 0 0 34739842 31699090 0 0 0 32343726 26909346 67083568 58712159 -1504158 9040703 324666055 355594537 35705969 29424797 288960086 326169740 X REPRESENTS AND LOBBIES ON BEHALF OF FRANCHISED CAR AND TRUCK DEALERS BEFORE THE U.S. CONGRESS AND EXECUTIVE BRANCH ON LEGISLATIVE AND REGULATORY MATTERS. ALSO REPRESENTS DEALERS IN CERTAIN INTERACTIONS WITH CAR AND TRUCK MANUFACTURERS. NADA PROVIDES EDUCATION TO ITS MEMBERS ON IMPORTANT LEGAL, LEGISLATIVE AND REGULATORY ISSUES IMPACTING THEIR BUSINESS. NADA PROVIDES VARIOUS EDUCATION AND TRAINING SERVICES TO ITS MEMBERS TO HELP THEM IMPROVE THEIR SALES, SERVICE AND OPERATIONAL SKILLS. false false CONVENTIONS & EXHIBITIONS - THE NADA CONVENTION AND EXHIBITIONS CONTRIBUTE IMPORTANTLY TO THE EXEMPT FUNCTION BY BRINGING THE MEMBERSHIP TOGETHER TO MEET WITH FACTORY AND AFTER MARKET PRODUCT REPRESENTATIVES. THE PURPOSE IS TO INFORM MEMBERS OF CURRENT DEVELOPMENTS IN THE RETAIL AUTOMOBILE INDUSTRY. DEALERSHIP MANAGEMENT SERVICES - THESE ACTIVITIES ARE SIGNIFICANT ELEMENTS CONTRIBUTING TO THE EXEMPT FUNCTION BY PROVIDING AUTOMOBILE DEALERS WITH INFORMATION DESIGNED TO IMPROVE DEALERSHIP PERFORMANCE. PROGRAMS INCLUDE: DEALER CANDIDATE ACADEMY, THE 20 GROUP PROGRAM, SEMINARS, AND A GENERAL DEALERSHIP MANAGEMENT PROGRAM. INDUSTRY RELATIONS - THE PURPOSE OF THIS PROGRAM IS TO DEVELOP AND ADVOCATE POSITIONS WHICH WILL IMPROVE THE DEALERS RELATIONSHIP WITH MANUFACTURERS. GOVERNMENT RELATIONS - PROTECTS DEALER INTERESTS BEFORE THE U.S. CONGRESS. THE STAFF COMMUNICATES WITH MEMBERS OF CONGRESS TO EXPRESS THE POSITION OF DEALERS ON VARIOUS ISSUES, PREPARES TESTIMONY FOR CONGRESSIONAL HEARINGS WHEN APPROPRIATE, AND ATTEMPTS TO MODIFY LEGISLATION TO ADDRESS DEALERS' CONCERNS. IT MONITORS LEGISLATIVE ACTIVITIES SUCH AS HEARINGS, MARKUPS, CONFERENCES, ETC., COMMUNICATES WITH THE DEALER BODY ON LEGISLATIVE MATTERS, AND DIRECTS DEALER EFFORTS TO COMMUNICATE WITH MEMBERS OF CONGRESS. 0 false false false true false false false false false true true false false false true false true false false false false false false false false false true false true false false false false false false false false false false false true true true false true 166 0 true 179 true true true false false false false false true false X 62 62 false false false false true true false true true false false false true true true false true true true true true X STEVE KASULAITIS 8005576232 8484 WESTPARK DRIVE SUITE 500 TYSONS VA 22102 Paul Walser VICE CHAIRMAN 5.0 X X 0 0 0 Rhett Ricart CHAIRMAN 5.0 X X 0 0 0 robert shuman TREASURER 2.0 X X 0 0 0 William Bill Willis Jr SECRETARY 2.0 X X 0 0 0 A Foster McKissick III BOARD MEMBER - SOUTH CAROLINA 1.0 X 0 0 0 Annette DiLorenzo Thayer CHAIRMAN, DEALERSHIP OPERATIONS COMMITTEE 1.0 X 0 0 0 Brian Hamilton BOARD MEMBER - NEBRASKA 1.0 X 0 0 0 Charles Gilchrist IMMEDIATE PAST CHAIRMAN 1.0 X 0 0 0 Chris Coyle BOARD MEMBER - INDIANA 1.0 X 0 0 0 Daniel M Wilson BOARD MEMBER - NORTH DAKOTA 1.0 X 0 0 0 Danny Renshaw VICE CHAIRMAN REGION II 1.0 X 0 0 0 Dennis Gaudet CHAIRMAN, LEGISLATIVE AFFAIRS COMMITTEE 1.0 X 0 0 0 Desmond Roberts VICE CHAIRMAN REGION III 1.0 X 0 0 0 Don Kaltschmidt BOARD MEMBER - MONTANA 1.0 X 0 0 0 Donald Don Hicks BOARD MEMBER - AT-LARGE WEST 1.0 X 0 0 0 Gary Gilchrist BOARD MEMBER - WASHINGTON 1.0 X 0 0 0 Geoffrey Pohanka CHAIRMAN, INDUSTRY RELATIONS COMMITTEE 1.0 X 0 0 0 Greg Galpin BOARD MEMBER - ARIZONA 1.0 X 0 0 0 Greg Taylor BOARD MEMBER - IDAHO 1.0 X 0 0 0 H Daniel Jobe BOARD MEMBER - MARYLAND 1.0 X 0 0 0 James Jamie Auffenberg Jr BOARD MEMBER - ILLINOIS 1.0 X 0 0 0 James Jim Marsh BOARD MEMBER - NEVADA 1.0 X 0 0 0 Jeff Aiosa BOARD MEMBER - CONNECTICUT 1.0 X 0 0 0 Jeffrey Jeff Carlson BOARD MEMBER - COLORADO 1.0 X 0 0 0 Jeffrey Weber CHAIRMAN, PUBLIC AFFAIRS COMMITTEE 1.0 X 0 0 0 John Emerson BOARD MEMBER - MAINE 1.0 X 0 0 0 John Mitchell BOARD MEMBER - ALABAMA 1.0 X 0 0 0 John S Oyler BOARD MEMBER - EASTERN PENNSYLVANIA 1.0 X 0 0 0 Joseph Joe Massarelli BOARD MEMBER - METROPOLITAN CHICAGO 1.0 X 0 0 0 Joshua Johnson BOARD MEMBER - WISCONSIN 1.0 X 0 0 0 Kent Scism BOARD MEMBER - MISSOURI 1.0 X 0 0 0 Kirk Schneider VICE CHAIRMAN REGION IV 1.0 X 0 0 0 Kirtlund Kirt Frye BOARD MEMBER - METROPOLITAN CLEVELAND 1.0 X 0 0 0 Mark Hebert BOARD MEMBER - LOUISIANA 1.0 X 0 0 0 Michael Alford CHAIRMAN, REGULATORY AFFAIRS COMMITTEE 1.0 X 0 0 0 Michael Joe Cannon BOARD MEMBER - MISSISSIPPI 1.0 X 0 0 0 Michael Mike Suttle BOARD MEMBER - VIRGINIA 1.0 X 0 0 0 Michelle Primm BOARD MEMBER - AT-LARGE EAST 1.0 X 0 0 0 Mitchell H Jay BOARD MEMBER - VERMONT 1.0 X 0 0 0 Peter Blackstock BOARD MEMBER - NORTHERN CALIFORNIA 1.0 X 0 0 0 Richard Dick Hammer BOARD MEMBER - WYOMING 1.0 X 0 0 0 Richard Rick DeSilva Sr BOARD MEMBER - NEW JERSEY 1.0 X 0 0 0 Richard Stephens BOARD MEMBER - WEST VIRGINIA 1.0 X 0 0 0 Rob Cochran BOARD MEMBER - WESTERN PENNSYLVANIA 1.0 X 0 0 0 Robert Tasca Jr BOARD MEMBER - RHODE ISLAND 1.0 X 0 0 0 Robert Vail BOARD MEMBER - METROPOLITAN NEW YORK 1.0 X 0 0 0 Roger Elswick BOARD MEMBER - SOUTHERN TEXAS 1.0 X 0 0 0 Samuel Ted Smith III BOARD MEMBER - ARKANSAS 1.0 X 0 0 0 Scott Dube VICE CHAIRMAN REGION I 1.0 X 0 0 0 Stan Masamitsu BOARD MEMBER - HAWAII 1.0 X 0 0 0 Stan McNabb BOARD MEMBER - TENNESSEE 1.0 X 0 0 0 Steve Bassett CHAIRMAN, AMERICAN TRUCK DEALERS 1.0 X 0 0 0 Steve Middlebrooks BOARD MEMBER - GEORGIA 1.0 X 0 0 0 Steven Allwine BOARD MEMBER - ALASKA 1.0 X 0 0 0 Thomas Tom Bloomfield BOARD MEMBER - OKLAHOMA 1.0 X 0 0 0 Thomas Tom Castriota BOARD MEMBER - FLORIDA 1.0 X 0 0 0 Timothy Tim Smith BOARD MEMBER - SOUTHERN CALIFORNIA 1.0 X 0 0 0 Tom Holcombe CHAIRMAN, NADA SHOW COMMITTEE 1.0 X 0 0 0 Tracy Trace Beck BOARD MEMBER - SOUTH DAKOTA 1.0 X 0 0 0 Valerie Bowen BOARD MEMBER - AT-LARGE WEST 1.0 X 0 0 0 Wesley Wes Lutz BOARD MEMBER - MICHIGAN 1.0 X 0 0 0 William Bill Fox BOARD MEMBER - NEW YORK 1.0 X 0 0 0 ANDREW KOBLENZ EVP & GENERAL COUNSEL 40.0 2.0 X 667670 6744 59947 JOSEPH L COWDEN EXECUTIVE VP & CFO 40.0 2.0 X 400680 44520 60695 PETER WELCH PRESIDENT & CEO 40.0 2.0 X 2033733 20543 56032 DAVID REGAN EVP, LEGISLATIVE AFFAIRS 40.0 X 632766 0 60934 MICHAEL J STANTON JR SENIOR VP & CHIEF OPERATING OFFICER 40.0 2.0 X 531390 5368 63599 IVETTE RIVERA SVP, LEGISLATIVE AFFAIRS 40.0 X 351633 0 53709 JAMES MINNIS VP & ASSOCIATE GENERAL COUNSEL 40.0 2.0 X 353732 3573 58203 JONATHAN A COLLEGIO SVP, PUBLIC AFFAIRS 40.0 X 461161 0 63169 Michael T Regan VP, INDUSTRY AFFAIRS 40.0 X 347882 0 72797 PAUL METREY VP, REGULATORY AFFAIRS 40.0 X 392741 0 65217 6173388 80748 614302 97 false true false CDK GLOBAL 4650 MONTGOMERY ROAD CINCINNATI OH 45212 INFO TECH SERVICES 2869685 FREEMAN PO BOX 650036 DALLAS TX 75265 CONVENTION SERVICES 2501488 Escalent Inc 17430 College Parkway livonia MI 48152 DATA SERVICES 593026 MARSHALL ROBINSON & ASSOC INC PO Box 206 Naples TX 75568 CONVENTION SERVICES 579438 PSAV 5100 N River Road 300 SCHILLER PARK IL 60176 CONVENTION SERVICES 511973 23 0 CONVENTION AND EXPOSITION 900099 18003295 18003295 MANAGEMENT SERVICES 611600 16852957 16852957 MEMBER DUES 541900 9870070 9870070 SPONSORSHIP/ADVERTISING 900099 2989365 2989365 0 0 0 0 47715687 4415045 4415045 6453166 6453166 0 0 109175664 100006700 9168964 0 9168964 9168964 0 0 0 0 0 67752862 47715687 0 20037175 103723 3660549 21430282 6608259 640890 201762 461018 4035213 870908 3085490 4838114 2602354 1236757 1781896 586376 658123 258272 EQUIPMENT RENTAL 4237931 COMMISSIONS 1474307 OVERHEAD -581391 521326 58712159 2565916 1334408 7325414 4981765 4501551 3153579 0 0 0 0 1526794 891978 11677630 4172754 8031676 7504876 205795923 287536858 92941421 44599225 0 1977360 5591848 324666055 355594537 15666720 18002159 0 11422638 12668199 0 0 7371050 0 35705969 29424797 X 288960086 326169740 288960086 326169740 324666055 355594537 9040703 28168951 0 X false true X true false false false true 9870070 4077778 -420302 3657476 5132436 -1474960 0 Schedule C, Part IV GOVERNMENT RELATIONS PROTECTS DEALER INTERESTS BEFORE THE U.S. CONGRESS. THE STAFF COMMUNICATES WITH MEMBERS OF CONGRESS TO EXPRESS THE POSITION OF DEALERS ON VARIOUS ISSUES, PREPARES TESTIMONY FOR CONGRESSIONAL HEARINGS WHEN APPROPRIATE, AND ATTEMPTS TO MODIFY LEGISLATION TO ADDRESS DEALERS' CONCERNS. IT MONITORS LEGISLATIVE ACTIVITIES SUCH AS HEARINGS, MARKUPS, CONFERENCES, ETC., COMMUNICATES WITH THE DEALER BODY ON LEGISLATIVE MATTERS AND DIRECTS DEALER EFFORTS TO COMMUNICATE WITH MEMBERS OF CONGRESS. 6716737 1007511 5709226 4960893 3165243 1795650 7504876 KENSINGTON 3177193 F HEDGE FUNDS THOMPSON, SIEGEL & WALMSLEY 13175484 F HEDGE FUNDS LSV 14018366 F HEDGE FUNDS CLARION 11028182 F SUMMIT GROWTH HEDGE 2000000 F SUMMIT INCOME HEDGE 1200000 F PARAMETRIC DEF EQUITY FUND-CF 0 F 44599225 DUE TO AFFILIATES 0 0 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote NADA EVALUATES UNCERTAINTY IN INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN BASED ON A MORE-LIKELY-THAN-NOT RECOGNITION STANDARD. IF THAT THRESHOLD IS MET, THE TAX POSITION IS THEN MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT AND IS RECOGNIZED IN NADA'S CONSOLIDATED FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2020, AND 2019, THERE ARE NO ACCRUALS FOR UNCERTAIN TAX POSITIONS. IF APPLICABLE, NADA RECORDS INTEREST AND PENALTIES AS A COMPONENT OF INCOME TAX EXPENSE. TAX YEARS FROM JANUARY 1, 2017 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. true NELLIS SUPPORT TEAM 6543 LAS VEGAS BLVD SOUTH LAS VEGAS NV 89119 202430653 501C3 50000 General Support US CAPITOL HISTORICAL SOCIETY 200 Maryland Ave NE Washington DC 20002 520796820 501C3 14420 General Support TOYS FOR TOTS 18251 Quantico Gateway Drive Triangle VA 22172 203021444 501C3 10000 General Support AUTOMOTIVE HALL OF FAME 21400 Oakwood Blvd Dearborn MI 48124 383320345 501C3 10000 General Support Ronald McDonald House Charities of Central Ohio 711 E Livingston Ave COLUMBUS OH 43205 310890152 501C3 10000 General Support COMPETITIVE ENTERPRISE INSTITUTE 1310 L Street NW 7th Floor WASHINGTON DC 20005 521351785 501C3 6000 General Support 6 0 X true true X X X X X false false false PETER WELCH PRESIDENT & CEO 1576148 15921 415998 4202 41587 420 21161 214 34310 347 2089204 21104 0 0 ANDREW KOBLENZ EVP & GENERAL COUNSEL 550439 5560 74448 752 42783 432 21161 214 38186 386 727017 7344 0 0 JOSEPH L COWDEN EXECUTIVE VP & CFO 338874 37653 45180 5020 16626 1847 19238 2138 35387 3932 455305 50590 0 0 MICHAEL J STANTON JR SENIOR VP & CHIEF OPERATING OFFICER 411137 4153 99198 1002 21055 213 21161 214 41802 422 594353 6004 0 0 DAVID REGAN EVP, LEGISLATIVE AFFAIRS 508460 0 100200 0 24106 0 21375 0 39559 0 693700 0 0 0 JONATHAN A COLLEGIO SVP, PUBLIC AFFAIRS 390678 0 50200 0 20283 0 21375 0 41794 0 524330 0 0 0 PAUL METREY VP, REGULATORY AFFAIRS 341617 0 35200 0 15924 0 21375 0 43842 0 457958 0 0 0 Michael T Regan VP, INDUSTRY AFFAIRS 309750 0 25200 0 12932 0 21375 0 51422 0 420679 0 0 0 JAMES MINNIS VP & ASSOCIATE GENERAL COUNSEL 318352 3216 24948 252 10432 105 21161 214 36460 368 411353 4155 0 0 IVETTE RIVERA SVP, LEGISLATIVE AFFAIRS 318285 0 25200 0 8148 0 21375 0 32334 0 405342 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel In some instances, Board members may be reimbursed for First Class air fare that is directly related to NADA Business as outlined in the company's travel policy. All Board travel submitted for reimbursement is required to include the appropriate supporting documentation. Per IRS guidelines, a form 1099 will be issued when required. NADA also advises its Board members to have a tax professional review any payments from NADA so they can be treated properly under the IRS code. Form 990, Part III, Line 4d Description of other program services (Expenses $ including grants of $) GOVERNMENT RELATIONS - PROTECTS DEALER INTERESTS BEFORE THE U.S. CONGRESS. THE STAFF COMMUNICATES WITH MEMBERS OF CONGRESS TO EXPRESS THE POSITION OF DEALERS ON VARIOUS ISSUES, PREPARES TESTIMONY FOR CONGRESSIONAL HEARINGS WHEN APPROPRIATE, AND ATTEMPTS TO MODIFY LEGISLATION TO ADDRESS DEALERS' CONCERNS. IT MONITORS LEGISLATIVE ACTIVITIES SUCH AS HEARINGS, MARKUPS, CONFERENCES, ETC., COMMUNICATES WITH THE DEALER BODY ON LEGISLATIVE MATTERS, AND DIRECTS DEALER EFFORTS TO COMMUNICATE WITH MEMBERS OF CONGRESS. Form 990, Part VI, Line 15 DETERMINE COMPENSATION NADA HAS A COMPENSATION COMMITTEE COMPRISED OF DIRECTORS/OFFICERS THAT REVIEW EXECUTIVE SALARIES ANNUALLY. Form 990, Part VI, Line 6 Classes of members or stockholders MEMBERS ARE ANY ENTITY OR CORPORATION ENGAGED IN THE BUSINESS OF NEW MOTOR VEHICLE RETAILING AND OPERATING AT AN ESTABLISHED PLACE OF BUSINESS WITHIN THE UNITED STATES UNDER AN AUTHORIZED FRANCHISE CURRENTLY IN FORCE WITH THE MANUFACTURER OR DISTRIBUTOR OF THE VEHICLE HANDLED. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body MEMBERS ELECT THE NADA BOARD OF DIRECTORS TO SERVE ON THE BOARD BY A VOTE OF THE NADA MEMBERS LOCATED WITHIN THEIR RESPECTIVE STATES OR DISTRICTS. Form 990, Part VI, Line 11b Review of form 990 by governing body AFTER THE RETURN HAS BEEN REVIEWED BY THE INDEPENDENT AUDITORS AND PRIOR TO FILING WITH THE IRS, A COPY IS PROVIDED TO CERTAIN OFFICERS (INCLUDING THE ASSISTANT TREASURER) FOR THEIR REVIEW. Form 990, Part VI, Line 12c Conflict of interest policy NADA HAS A WRITTEN POLICY WHEREBY MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS (INCLUDING CERTAIN KEY EMPLOYEES) ARE REQUIRED ANNUALLY TO DISCLOSE OR UPDATE POTENTIAL CONFLICTS OF INTEREST. NADA REQUIRES THAT SUCH PERSONS COMPLETE A FORM ANNUALLY ON WHICH THE MANDATED DISCLOSURE OR UPDATING, IF ANY, IS PROVIDED. IN ADDITION, NADA HAS A WRITTEN POLICY WHEREBY OTHER EMPLOYEES ARE REQUIRED TO REPORT POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. NADA PAC 8484 WESTPARK DRIVE 500 TYSONS VA 22102 546154586 LOBBYING VA 527 NADA true NADA EMPLOYEE HEALTH BENEFIT PLAN 8484 WESTPARK DRIVE 500 TYSONS VA 22102 521253647 HEALTHCARE VA 501(c)(9) NADA true NADA FOUNDATION 8484 WESTPARK DRIVE 500 TYSONS VA 22102 541008060 CHARITABLE DC 501(c)(3) 7 NADA true NADA SERVICES CORPORATION 8484 WESTPARK DRIVE 500 TYSONS VA 22102 530114728 REAL ESTATE LEASING DE NADA C Corporation -1251716 18913264 1 true NADA RETIREMENT ADMINISTRATORS INC 8484 WESTPARK DRIVE 500 TYSONS VA 22102 900212136 ADMIN DE NADASC C Corporation -150619 1132099 1 true NAISA 8484 WESTPARK DRIVE 500 TYSONS VA 22102 541044983 INSURANCE DE NADASC C Corporation 0 0 1 true true true false false false false false false false false true true false false false true true false false PAYMENTS TO NADA SERVICES CORPORATION P 258834 ACCRUAL PAYMENTS FROM NADA SERVICES CORPORATION Q 387391 accrual PAYMENTS TO AFFILIATES P 586376 accrual PAYMENTS TO NATIONAL AUTOMOBILE DEALERS ASSOCIATION EMPLOYEE HEALTH BENEFIT B 2826766 accrual