National Automobile Dealers Association: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- National Automobile Dealers Association (EIN 53-0114725)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349306516
- Schema version
- 2019v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T10:33:06-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371611326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARONSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Rockville Pike Suite 600 | AddressLine1Txt |
| City | Rockville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530114725 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL AUTOMOBILE DEALERS ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 8005576232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8484 WESTPARK DRIVE 500 | AddressLine1Txt |
| City | TYSONS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH L COWDEN | PersonNm |
| Person Title | EXECUTIVE VP & CFO | PersonTitleTxt |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT EBY CPA | PreparerPersonNm |
| PTIN | P01682202 | PTIN |
| Phone | 3012316200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH L COWDEN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8484 WESTPARK DRIVE 500 | AddressLine1Txt |
| City | TYSONS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $157,018,512 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | NADA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1917 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | REPRESENT AUTOMOBILE DEALERS INTERFACING WITH MANUFACTURERS AND US CONGRESS. OPERATE TRAINING AND SERVICE PROGRAMS TO ASSIST FRANCHISED DEALERS IN IMPROVING THEIR SALES AND SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 69 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 69 | VotingMembersIndependentCnt |
| Total Employee | 204 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $709,887 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $552,506 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $47,857,414 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $48,551,074 | CYProgramServiceRevenueAmt |
| PY Investment Income | $38,632,933 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,060,395 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,725,104 | PYOtherRevenueAmt |
| CY Other Revenue | $7,967,941 | CYOtherRevenueAmt |
| PY Total Revenue | $98,215,451 | PYTotalRevenueAmt |
| CY Total Revenue | $65,579,410 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,170,334 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $34,739,842 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $47,833,993 | PYOtherExpensesAmt |
| CY Other Expenses | $32,343,726 | CYOtherExpensesAmt |
| PY Total Expenses | $72,004,327 | PYTotalExpensesAmt |
| CY Total Expenses | $67,083,568 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $26,211,124 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,504,158 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $290,141,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $324,666,055 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,674,543 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,705,969 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $253,466,960 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $288,960,086 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INDUSTRY RELATIONS - THE PURPOSE OF THIS PROGRAM IS TO DEVELOP AND ADVOCATE POSITIONS WHICH WILL IMPROVE THE DEALERS RELATIONSHIP WITH MANUFACTURERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 214 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 204 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 69 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 69 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE KASULAITIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8005576232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8484 WESTPARK DRIVE SUITE 500 | AddressLine1Txt |
| City | TYSONS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (73 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CHARLES GILCHRIST | ||||||||
| CHAIRMAN | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DENNIS GAUDET | ||||||||
| CHAIRMAN, DEALERSHIP OPERATIONS COMMITTEE | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DESMOND ROBERTS | ||||||||
| VICE CHAIRMAN REGION III | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY M WEBER | ||||||||
| CHAIRMAN, PUBLIC AFFAIRS COMMITTEE | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JODIE TEUTON | ||||||||
| CHAIRWOMAN, AMERICAN TRUCK DEALERS | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN EMERSON | ||||||||
| VICE CHAIRMAN REGION I | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KIRK SCHNEIDER | ||||||||
| VICE CHAIRMAN REGION IV | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL ALFORD | ||||||||
| CHAIRMAN, REGULATORY AFFAIRS COMMITTEE | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL JOE CANNON | ||||||||
| CHAIRMAN, NADA SHOW COMMITTEE | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAUL WALSER | ||||||||
| CHAIRMAN, INDUSTRY RELATIONS COMMITTEE | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RHETT RICART | ||||||||
| VICE CHAIRMAN | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SHUMAN | ||||||||
| TREASURER | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STAN MCNABB | ||||||||
| VICE CHAIRMAN REGION II | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TOM HOLCOMBE | ||||||||
| CHAIRMAN, LEGISLATIVE AFFAIRS COMMITTEE | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WESLEY LUTZ | ||||||||
| IMMEDIATE PAST CHAIRMAN | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM WILLIS | ||||||||
| SECRETARY | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| A FOSTER MCKISSICK III | ||||||||
| BOARD MEMBER - SOUTH CAROLINA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW JACK CALDWELL JR | ||||||||
| BOARD MEMBER - ARKANSAS | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| ANNETTE DILORENZO THAYER | ||||||||
| BOARD MEMBER - NEW MEXICO | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN HAMILTON | ||||||||
| BOARD MEMBER - NEBRASKA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE FARRELL | ||||||||
| BOARD MEMBER - VIRGINIA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| C SCOTT DUBE | ||||||||
| BOARD MEMBER - MASSACHUSETTS | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS COYLE | ||||||||
| BOARD MEMBER - INDIANA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL M WILSON | ||||||||
| BOARD MEMBER - NORTH DAKOTA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| DANNY RENSHAW | ||||||||
| BOARD MEMBER - KENTUCKY | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| DON KALTSCHMIDT | ||||||||
| BOARD MEMBER - MONTANA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| DONALD HICKS | ||||||||
| BOARD MEMBER - AT-LARGE WEST | 5.0 | Yes (X) | $40 | $0 | $0 | |||
| FORREST MCCONNELL III | ||||||||
| BOARD MEMBER - ALABAMA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| GARY GILCHRIST | ||||||||
| BOARD MEMBER - WASHINGTON | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| GEOFFREY POHANKA | ||||||||
| BOARD MEMBER - METRO WASHINGTON, DC | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| GREG GALPIN | ||||||||
| BOARD MEMBER - ARIZONA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| GREG TAYLOR | ||||||||
| BOARD MEMBER - IDAHO | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| H DANIEL JOBE | ||||||||
| BOARD MEMBER - MARYLAND | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES JAMIE AUFFENBERG JR | ||||||||
| BOARD MEMBER - ILLINOIS | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES JIM MARSH | ||||||||
| BOARD MEMBER - NEVADA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFF AIOSA | ||||||||
| BOARD MEMBER - CONNECTICUT | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY JEFF CARLSON | ||||||||
| BOARD MEMBER - COLORADO | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN S OYLER | ||||||||
| BOARD MEMBER - EASTERN PENNSYLVANIA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Joshua Johnson | ||||||||
| BOARD MEMBER - WISCONSIN | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Kent Scism | ||||||||
| BOARD MEMBER - MISSOURI | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| KIRTLUND KIRT FRYE | ||||||||
| BOARD MEMBER - METROPOLITAN CLEVELAND | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Hebert | ||||||||
| BOARD MEMBER - LOUISIANA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Scarpelli | ||||||||
| BOARD MEMBER - METROPOLITAN CHICAGO | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MIKE SMITH | ||||||||
| BOARD MEMBER - WESTERN PENNSYLVANIA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE PRIMM | ||||||||
| BOARD MEMBER - AT-LARGE EAST | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| MITCHELL H JAY | ||||||||
| BOARD MEMBER - VERMONT | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| PETER BLACKSTOCK | ||||||||
| BOARD MEMBER - NORTHERN CALIFORNIA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD DICK HAMMER | ||||||||
| BOARD MEMBER - WYOMING | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD RICK DESILVA SR | ||||||||
| BOARD MEMBER - NEW JERSEY | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD STEPHENS | ||||||||
| BOARD MEMBER - WEST VIRGINIA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Tasca Jr | ||||||||
| BOARD MEMBER - RHODE ISLAND | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT VAIL | ||||||||
| BOARD MEMBER - METROPOLITAN NEW YORK | 5.0 | Yes (X) | $64 | $0 | $0 | |||
| Roger Elswick | ||||||||
| BOARD MEMBER - SOUTHERN TEXAS | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| SIDNEY SID DEBOER | ||||||||
| BOARD MEMBER - OREGON | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| STAN MASAMITSU | ||||||||
| BOARD MEMBER - HAWAII | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| STEVE MIDDLEBROOKS | ||||||||
| BOARD MEMBER - GEORGIA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN ALLWINE | ||||||||
| BOARD MEMBER - ALASKA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS TOM BLOOMFIELD | ||||||||
| BOARD MEMBER - OKLAHOMA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS TOM CASTRIOTA | ||||||||
| BOARD MEMBER - FLORIDA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY TIM SMITH | ||||||||
| BOARD MEMBER - SOUTHERN CALIFORNIA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| TRACY TRACE BECK | ||||||||
| BOARD MEMBER - SOUTH DAKOTA | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| VALERIE BOWEN | ||||||||
| BOARD MEMBER - AT-LARGE WEST | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM BILL FOX | ||||||||
| BOARD MEMBER - NEW YORK | 5.0 | Yes (X) | $65 | $0 | $0 | |||
| ANDREW KOBLENZ | ||||||||
| EVP & GENERAL COUNSEL | 40.0 | Yes (X) | $668,492 | $13,643 | $57,486 | 2.0 | ||
| DAVID REGAN | ||||||||
| EVP, LEGISLATIVE AFFAIRS | 40.0 | Yes (X) | $616,094 | $0 | $58,132 | |||
| JONATHAN A COLLEGIO | ||||||||
| SVP, PUBLIC AFFAIRS | 40.0 | Yes (X) | $460,155 | $0 | $61,758 | |||
| JOSEPH L COWDEN | ||||||||
| EXECUTIVE VP & CFO | 40.0 | Yes (X) | $430,477 | $22,657 | $51,771 | 2.0 | ||
| MICHAEL J STANTON JR | ||||||||
| SENIOR VP & CHIEF OPERATING OFFICER | 40.0 | Yes (X) | $457,832 | $0 | $61,926 | |||
| PETER WELCH | ||||||||
| PRESIDENT & CEO | 40.0 | Yes (X) | $1,911,673 | $39,014 | $54,355 | 2.0 | ||
| IVETTE RIVERA | ||||||||
| SVP, LEGISLATIVE AFFAIRS | 40.0 | $371,566 | $0 | $52,889 | Yes (X) | |||
| JAMES MINNIS | ||||||||
| VP & ASSOCIATE GENERAL COUNSEL | 40.0 | $361,516 | $7,378 | $54,288 | 2.0 | Yes (X) | ||
| Michael T Regan | ||||||||
| VP, INDUSTRY AFFAIRS | 40.0 | $378,288 | $0 | $68,190 | Yes (X) | |||
| PAUL METREY | ||||||||
| VP, REGULATORY AFFAIRS | 40.0 | $389,885 | $0 | $63,308 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,046,147 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $82,692 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $584,103 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 112 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CDK GLOBAL | |||||
| 4650 MONTGOMERY ROAD | CINCINNATI | OH | 45212 | INFO TECH SERVICES | $2,893,528 |
| FREEMAN | |||||
| PO BOX 650036 | DALLAS | TX | 75265 | CONVENTION SERVICES | $1,765,143 |
| DIRECTIONS | |||||
| PO BOX 681429 | SCHAUMBURG | IL | 60168 | CONVENTION SERVICES | $1,470,236 |
| MARSHALL ROBINSON & ASSOC INC | |||||
| PO Box 206 | Naples | TX | 75568 | CONVENTION SERVICES | $876,465 |
| EVENT TRANSPORTATION SYSTEMS | |||||
| 245 COMMERCE GREEN BLVD SUITE 220 | SUGARLAND | TX | 77478 | CONVENTION SERVICES | $588,344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONVENTION AND EXPOSITION | 900099 | $16,717,691 | $16,717,691 | |
| MANAGEMENT SERVICES | 611600 | $18,811,585 | $18,811,585 | |
| MEMBER DUES | 541900 | $9,650,007 | $9,650,007 | |
| SPONSORSHIP/ADVERTISING | 900099 | $3,371,791 | $2,661,904 | $709,887 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $48,551,074 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,862,678 | TotalRevenueColumnAmt |
| Exclusion | $4,862,678 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,967,941 | TotalRevenueColumnAmt |
| Exclusion | $7,967,941 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $95,636,819 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $91,439,102 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,197,717 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,197,717 | TotalRevenueColumnAmt |
| Exclusion | $4,197,717 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,579,410 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $47,841,187 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $709,887 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,028,336 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,885,324 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,157,242 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,697,276 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $865,793 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,641 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,598 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,698,942 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224,316 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,522,086 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,695,296 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,618,153 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,810,080 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,312,315 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $664,605 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $706,741 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,137 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| EQUIPMENT RENTAL | $4,405,540 |
| COMMISSIONS | $1,645,344 |
| OVERHEAD | -$1,221,934 |
| REAL ESTATE TAXES | $36,495 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,578 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,083,568 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,065,511 | BOYAmt |
| EOY | $2,565,916 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,117,271 | BOYAmt |
| EOY | $7,325,414 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,222,262 | BOYAmt |
| EOY | $4,501,551 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,142,788 | BOYAmt |
| EOY | $1,526,794 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,551,451 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,519,775 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,443,201 | BOYAmt |
| EOY | $8,031,676 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,802,805 | BOYAmt |
| EOY | $205,795,923 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,348,443 | BOYAmt |
| EOY | $92,941,421 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,999,222 | BOYAmt |
| EOY | $1,977,360 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,141,503 | BOYAmt |
| EOY | $324,666,055 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,199,279 | BOYAmt |
| EOY | $15,666,720 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,425,921 | BOYAmt |
| EOY | $12,668,199 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,049,343 | BOYAmt |
| EOY | $7,371,050 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,674,543 | BOYAmt |
| EOY | $35,705,969 | 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 | $253,466,960 | BOYAmt |
| EOY | $288,960,086 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,466,960 | BOYAmt |
| EOY | $288,960,086 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,141,503 | BOYAmt |
| EOY | $324,666,055 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,504,158 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $37,292,947 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$295,663 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (true) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $9,650,007 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $4,913,578 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$508,877 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $4,404,701 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $4,825,003 | AggregateReportedDuesNtcAmt |
| Carried Over | -$420,302 | CarriedOverAmt |
| Taxable | $0 | TaxableAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part IV GOVERNMENT RELATIONS | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,716,737 | OtherCostOrOtherBasisAmt |
| Depreciation | $559,728 | DepreciationAmt |
| Book Value | $6,157,009 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,834,714 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,960,047 | DepreciationAmt |
| Book Value | $1,874,667 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,031,676 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (10 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| KENSINGTON | $10,947,799 | F |
| HEDGE FUNDS HARVEST MLP | $0 | F |
| HEDGE FUNDS THOMPSON, SIEGEL & WALMSLEY | $14,805,124 | F |
| HEDGE FUNDS LSV | $15,360,486 | F |
| GRESHAM DJF COMODITY FUND | F | |
| HEDGE FUNDS INCOME REARCH & MGMT | $0 | F |
| HEDGE FUNDS CLARION | $11,781,376 | F |
| SUMMIT GROWTH HEDGE | $13,089,269 | F |
| SUMMIT INCOME HEDGE | $14,090,757 | F |
| PARAMETRIC DEF EQUITY FUND-CF | $12,866,610 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $92,941,421 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $7,371,050 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,371,050 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | 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, 2019, AND 2018, 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, 2016 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $27,933,118 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $27,933,118 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $27,933,118 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN ACTION FORUM (AAF) | |||||||
| 1747 Pennsylvania Ave NW Ste 5 | Washington | DC | 20006 | 270567765 | 501C3 | $60,000 | General Support |
| SF-MARIN FOOD BANK | |||||||
| 900 Pennsylvania | San Francisco | CA | 94103 | 943041517 | 501C3 | $50,000 | General Support |
| ASE EDUCATION FOUNDATION | |||||||
| 1503 Edwards Ferry Rd NE Ste 401 | Leesburg | VA | 21076 | 362957357 | 501C3 | $20,000 | General Support |
| US CAPITOL HISTORICAL SOCIETY | |||||||
| 200 Maryland Ave NE | Washington | DC | 20002 | 520796820 | 501C3 | $14,420 | General Support |
| TOYS FOR TOTS | |||||||
| 18251 Quantico Gateway Drive | Triangle | VA | 22172 | 203021444 | 501C3 | $10,000 | General Support |
| AUTOMOTIVE HALL OF FAME | |||||||
| 21400 Oakwood Blvd | Dearborn | MI | 48124 | 383320345 | 501C3 | $18,690 | General Support |
| ASIRT | |||||||
| 11769 Gainsborough Rd | Potomac | MD | 20854 | 521952743 | 501C3 | $7,500 | General Support |
| CAPITAL RESEARCH CENTER | |||||||
| 1513 16th St NW | Washington | DC | 20003 | 521289734 | 501C3 | $10,000 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER WELCH | ||||||||||||||
| PRESIDENT & CEO | $1,561,698 | $31,872 | $313,600 | $6,400 | $36,375 | $742 | $20,580 | $420 | $32,688 | $667 | $1,964,941 | $40,101 | $0 | $0 |
| JOSEPH L COWDEN | ||||||||||||||
| EXECUTIVE VP & CFO | $383,392 | $20,179 | $28,500 | $1,500 | $18,585 | $978 | $19,950 | $1,050 | $29,232 | $1,539 | $479,659 | $25,246 | $0 | $0 |
| ANDREW KOBLENZ | ||||||||||||||
| EVP & GENERAL COUNSEL | $579,592 | $11,829 | $63,700 | $1,300 | $25,200 | $514 | $20,580 | $420 | $35,756 | $730 | $724,828 | $14,793 | $0 | $0 |
| DAVID REGAN | ||||||||||||||
| EVP, LEGISLATIVE AFFAIRS | $541,170 | $0 | $55,000 | $0 | $19,924 | $0 | $21,000 | $0 | $37,132 | $0 | $674,226 | $0 | $0 | $0 |
| JONATHAN A COLLEGIO | ||||||||||||||
| SVP, PUBLIC AFFAIRS | $391,108 | $0 | $50,000 | $0 | $19,047 | $0 | $21,000 | $0 | $40,758 | $0 | $521,913 | $0 | $0 | $0 |
| MICHAEL J STANTON JR | ||||||||||||||
| SENIOR VP & CHIEF OPERATING OFFICER | $391,840 | $0 | $50,000 | $0 | $15,992 | $0 | $21,000 | $0 | $40,926 | $0 | $519,758 | $0 | $0 | $0 |
| IVETTE RIVERA | ||||||||||||||
| SVP, LEGISLATIVE AFFAIRS | $338,200 | $0 | $25,000 | $0 | $8,366 | $0 | $21,000 | $0 | $31,889 | $0 | $424,455 | $0 | $0 | $0 |
| Michael T Regan | ||||||||||||||
| VP, INDUSTRY AFFAIRS | $330,784 | $0 | $25,000 | $0 | $22,504 | $0 | $21,000 | $0 | $47,190 | $0 | $446,478 | $0 | $0 | $0 |
| PAUL METREY | ||||||||||||||
| VP, REGULATORY AFFAIRS | $349,090 | $0 | $25,000 | $0 | $15,795 | $0 | $21,000 | $0 | $42,308 | $0 | $453,193 | $0 | $0 | $0 |
| JAMES MINNIS | ||||||||||||||
| VP & ASSOCIATE GENERAL COUNSEL | $327,143 | $6,677 | $24,500 | $500 | $9,873 | $201 | $20,580 | $420 | $32,622 | $666 | $414,718 | $8,464 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a First-class or charter travel | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | adjustment for new revenue recognition accounting standard - -295663; |
| Form 990, Part XII, Line 2c Change of oversight process or selection process | THE REVIEW PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| NADA PAC | ||||||||||
| 8484 WESTPARK DRIVE 500 | TYSONS | VA | 22102 | 546154586 | LOBBYING | VA | 527 | NADA | Yes (true) | |
| NADA EMPLOYEE HEALTH BENEFIT PLAN | ||||||||||
| 8484 WESTPARK DRIVE 500 | TYSONS | VA | 22102 | 521253647 | HEALTHCARE | VA | 501(c)(9) | NADA | Yes (true) | |
| NADA FOUNDATION | ||||||||||
| 8484 WESTPARK DRIVE 500 | TYSONS | VA | 22102 | 541008060 | CHARITABLE | DC | 501(c)(3) | NADA | Yes (true) | 7 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NADA SERVICES CORPORATION | ||||||||||||
| 8484 WESTPARK DRIVE 500 | TYSONS | VA | 22102 | 530114728 | REAL ESTATE LEASING | DE | NADA | C Corporation | -$1,037,747 | $22,861,512 | 1 | Yes (true) |
| NADA RETIREMENT ADMINISTRATORS INC | ||||||||||||
| 8484 WESTPARK DRIVE 500 | TYSONS | VA | 22102 | 900212136 | ADMIN | DE | NADASC | C Corporation | -$158,115 | $1,365,299 | 1 | Yes (true) |
| NAISA | ||||||||||||
| 8484 WESTPARK DRIVE 500 | TYSONS | VA | 22102 | 541044983 | INSURANCE | DE | NADASC | C Corporation | $0 | $0 | Yes (true) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PAYMENTS TO AFFILIATES | ||
| P | $664,605 | ACCRUAL |
| PAYMENTS FROM NADA SERVICES CORPORATION | ||
| Q | $1,006,934 | ACCRUAL |
| PAYMENTS TO NATIONAL AUTOMOBILE DEALERS ASSOCIATION EMPLOYEE HEALTH BENEFIT | ||
| B | $3,195,996 | ACCRUAL |
| PAYMENTS TO NADA SERVICES CORPORATION | ||
| P | $247,400 | ACCRUAL |