2020-08-17T11:21:05-05:00 2019-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2019-01-01 390711650 WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC WISC 6082515577 150 E GILMAN ST NO A MADISON WI 537031499 WILLIAM SEPIC PRESIDENT 6082515577 2020-08-06 1 MIKE HABLEWITZ CPA P01259157 6082744020 66.222.124.178 2020-08-06 16:26:36 CD P BAF93092400A7665F4A65B16EBECF5E5B591AC5F 061035DB2B60B348C4B18D4D625DA01077A903E3 2019 2020-11-06 18:47:13Z WILLIAM SEPIC 150 E GILMAN ST NO A MADISON WI 537031499 2527104 0 X WWW.WATDA.ORG X 1928 WI 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. 20 20 19 0 53910 33572 25917 56001 1017358 993293 292368 308688 521565 730299 1857208 2088281 75000 75000 0 0 701242 717979 0 0 0 560178 560866 1336420 1353845 520788 734436 7554883 9071615 567090 558141 6987793 8513474 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 IS THE ONLY TRADE ORGANIZATION REPRESENTING FRANCHISED AND USED CAR AND TRUCK DEALERS IN WISCONSIN. UNITED THROUGH MEMBERSHIP IN THE ASSOCIATION, MEMBERS SEEK TO ACHIEVE THROUGH ONE VOICE THAT WHICH 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 FOR THE EDUCATIONAL NEEDS OF THE DEALERS AND THEIR EMPLOYEES AND COORDINATES WITH EDUCATIONAL INSTITUTIONS FOR INDUSTRY-RELATED JOB TRAINING. THE ASSOCIATION PROVIDES EVENTS AND SEMINARS SUCH AS: CONFERENCES, REGIONAL MEETINGS, AND EDUCATION SEMINARS. THE ASSOCIATION ALSO PROVIDES MEMBER EDUCATION THROUGH MEMBERSHIP WIDE COMMUNICATION AND INDUSTRY PARTNERSHIPS. THE ASSOCIATION PROVIDES ITS 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. THESE ORGANIZATIONS SUPPLY 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 0 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 10 0 19 1 1 1 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 1 1 0 X MATT LAVOLD 6082515577 150 E GILMAN ST STE A MADISON WI 537031499 MICHAEL W DARROW CHAIR 1.00 X X 0 0 0 JAMES MOELLER CHAIR-ELECT 1.00 X X 0 0 0 MARY ANN SCAFFIDI SECRETARY/TREASURER 1.00 X X 0 0 0 MICHAEL R SHANNON SR IMMEDIATE PAST CHAIR 1.00 X 0 0 0 PETER J DORSH DIRECTOR 1.00 1.00 X 0 0 0 MARK J GEIGER DIRECTOR 1.00 X 0 0 0 FRANK A HALLADA DIRECTOR 1.00 X 0 0 0 JOSHUA JOHNSON DIRECTOR 1.00 X 0 0 0 JOHN KLEIN DIRECTOR 1.00 X 0 0 0 KEVIN KOCOUREK DIRECTOR 1.00 1.00 X 0 0 0 CHAD KOEHNE DIRECTOR 1.00 X 0 0 0 A DAVID KRIETE DIRECTOR 1.00 X 0 0 0 GREGG KUNES DIRECTOR 1.00 1.00 X 0 0 0 ANDY LAMB DIRECTOR 1.00 X 0 0 0 PATRICK LYNCH DIRECTOR 1.00 X 0 0 0 LAWRENCE M MEADE JR DIRECTOR 1.00 X 0 0 0 TIM NEUVILLE 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 JASON VANCE DIRECTOR 1.00 X 0 0 0 WILLIAM SEPIC PRESIDENT 35.50 5.50 X 276582 0 70652 MATTHEW LAVOLD VICE PRESIDENT/CONTROLLER 35.00 5.00 X 124174 0 11497 CHRIS SNYDER EXECUTIVE VICE PRESIDENT A 40.00 X 154587 0 13581 555343 0 95730 3 0 1 0 0 56001 56001 MEMBERSHIP DUES 900099 821925 821925 SEMINARS 611430 72768 72768 DEALER POINT 541800 53910 53910 NADA REBATE AND COMMISSIONS 900099 44683 44683 7 7 993293 223348 223348 697508 697508 387647 5352 307659 0 79988 5352 85340 85340 163955 131164 32791 32791 2088281 972174 53910 1006196 75000 344252 261353 19295 57009 36070 61549 7801 108219 18435 31076 1630 46701 48125 94438 58882 30691 90 21706 7945 DUES AND SUBSCRIPTIONS 16113 INCOME TAX 6799 666 1353845 250 250 1438980 1909707 112783 110026 38562 44441 466320 394423 71055 71897 4547294 5818056 1281070 1068823 64889 48415 7554883 9071615 104236 123563 462854 434578 567090 558141 X 6419620 7921764 568173 591710 6987793 8513474 7554883 9071615 734436 791245 0 X 0 1 X 1 0 0 0 1 821925 338168 73754 411922 390722 21200 89636 48443 41193 376684 345980 30704 71897 1068823 F 1068823 1 THE FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INC 150 E GILMAN ST STE A MADISON WI 537031499 391719902 501(C)(3) 75000 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 X 0 1 X X X X 0 0 0 WILLIAM SEPIC PRESIDENT 255796 0 0 0 20786 0 25524 0 45128 0 347234 0 0 0 CHRIS SNYDER EXECUTIVE VICE PRESIDENT A 140858 0 4000 0 9729 0 11940 0 1641 0 168168 0 0 0 PART I, LINE 1A THE ASSOICATION PROVIDES ITS PRESIDENT, WILLIAM SEPIC, A MEMBERSHIP TO THE MADISON CLUB. THE MEMBERSHIP IS USED SOLELY FOR BUSINESS PURPOSES. THE ASSOCIATION ALSO PROVIDES THE PRESIDENT TRAVEL FOR COMPANIONS. 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 B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE 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 FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INC 150 E GILMAN ST STE A MADISON WI 537031499 391719902 GENERAL SUPPORT WI 501(C)(3) LINE 7 WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC 1 WATDA SERVICES INC 150 E GILMAN ST STE A MADISON WI 537031499 391193487 BUSINESS SERVICES WI WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC C 1272563 1237923 1.00000 1 0 1 0 0 0 1 0 0 0 0 0 0 0 1 1 0 1 0 0 WATDA SERVICES INC Q 952433 ACTUAL COST THE FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INC Q 269768 ACTUAL COST THE FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION INC B 75000 FACE AMOUNT