2025-09-16T09:32:31-05:00 2024-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-01-01 391719902 THE FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION FOUN 6082515577 150 E GILMAN A100 MADISON WI 53703 WILLIAM SEPIC PRESIDENT 6082515577 2025-09-15 1 0 MIKE HABLEWITZ CPA P01259157 6082744020 2025-09-02 2024 2025-03-06 01:10:19Z WILLIAM SEPIC 150 E GILMAN A100 MADISON WI 53703 2954977 0 X WWW.WATDA.ORG/FOUNDATION X 1992 WI THE CONDUCT OF SCHOLARSHIP, EDUCATIONAL, SAFETY, AND RESEARCH ACTIVITIES RELATED TO MOTOR VEHICLES IN SOCIETY, AND THE FURTHERANCE OF FREE ENTERPRISE. 15 15 0 50 0 0 2209916 1345634 0 0 153622 498463 0 0 2363538 1844097 701537 716031 0 0 0 0 0 0 40195 427398 475514 1128935 1191545 1234603 652552 7801334 8754718 132677 123029 7668657 8631689 X THE FOUNDATION'S GOAL IS TO SUPPORT EDUCATIONAL INITIATIVES ENSURING WISCONSIN HAS A HIGH SKILLED TRANSPORTATION WORKFORCE. 0 0 829166 716031 0 SCHOLARSHIP ACTIVITIES INCLUDE PROVIDING EDUCATION SCHOLARSHIPS TO STUDENTS PURSUING CAREERS IN THE AUTOMOTIVE AND TRANSPORTATION INDUSTRIES. SCHOLARSHIPS ARE AWARDED TO STUDENTS WHO SUCCESSFULLY QUALIFY THROUGH THE FOUNDATION'S APPLICATION PROCESS. THE SCHOLARSHIP PROCESS PROVIDES EACH APPLICANT AN OPPORTUNITY TO SHOWCASE THEIR INDIVIDUAL CAREER ABILITIES AND POTENTIAL TO BE A FUTURE TECHNICIAN. ONE AND TWO-YEAR SCHOLARSHIPS ARE AWARDED, AND A DONATED AUTOMOTIVE TOOL SET IS PROVIDED TO AUTOMOTIVE AND TRANSPORTATION STUDENTS ATTENDING WISCONSIN TECHNICAL COLLEGES. 202183 0 0 EDUCATIONAL ACTIVITIES INCLUDE CAREER AWARENESS PROGRAMS THROUGHOUT WISCONSIN INCLUDING: FAMILIARIZE INDIVIDUALS TO THE VARIETY OF WORK OPPORTUNITIES AVAILABLE IN THE AUTOMOTIVE AND TRANSPORTATION INDUSTRIES AND THE EDUCATION REQUIREMENTS, PROVIDE INDIVIDUALS WITH INFORMATION ON SUCCESSFUL JOB SEARCH AND INTERVIEW TECHNIQUES, PARTICIPATE IN THE TEACHER CERTIFICATION INSTITUTES TO MAINTAIN THEIR PROFESSIONAL STATUS AND HELP MANAGE THE WISCONSIN AUTOMOTIVE SERVICE EXCELLENCE (ASE) PROGRAM THROUGHOUT WISCONSIN. STUDENT CAREER FAIR ACTIVITIES INCLUDE CAREER AWARENESS PROGRAMS SERVING STUDENTS THROUGHOUT WISCONSIN. ATTENDEES AND THEIR FAMILIES ARE INTRODUCED TO A VARIETY OF WORK OPPORTUNITIES AVAILABLE IN THE AUTOMOTIVE AND TRANSPORTATION INDUSTRIES AND THE EDUCATION REQUIREMENTS. THIS PROGRAM ALSO PROVIDES STUDENTS WITH INFORMATION ON SUCCESSFUL JOB SEARCH AND INTERVIEW TECHNIQUES TO APPLY AT ANY OPPORTUNITY IN THEIR EMPLOYMENT SEARCH. TEACHER PROFESSIONAL DEVELOPMENT ACTIVITIES INCLUDE PREPARATION AND FACILITATION OF TWO TEACHER CERTIFICATION INSTITUTES FOR AUTOMOTIVE AND TRANSPORTATION TEACHERS TO ASSIST THEM IN MAINTAINING THEIR PROFESSIONAL STATUS. THE TEACHERS INSTITUTE PROVIDES WISCONSIN TEACHERS WITH PROFESSIONAL CREDIT HOURS. THE TRAINING SESSIONS HELP TEACHERS, AND THEIR PROGRAMS KEEP UP WITH CURRENT TRENDS AND TECHNOLOGY AT HIGH INDUSTRY STANDARDS. ASE ACCREDITATION STARTED IN 1997. ASE IS A PROGRAM THAT ASSISTS AUTOMOTIVE, COLLISION AND DIESEL STUDENTS, PROVIDING INDUSTRY CERTIFIED CONTINUING EDUCATION AND LIFELONG EMPLOYMENT. THE FOUNDATION SUPPORTS 10 ACTIVE WISCONSIN ASE ACCREDITED HIGH SCHOOLS WITH 1,400 STUDENTS AND 26 ASE ACCREDITED TECHNICAL COLLEGE PROGRAMS WITH 1,400 STUDENTS. SUPPORT IS ALSO PROVIDED TO 115+ NON-ACCREDITED TRANSPORTATION EDUCATION PROGRAMS IN WISCONSIN WITH OVER 12,000 STUDENTS.MIDDLE SCHOOL SUMMER CAMP ACTIVITIES INCLUDE THE FOUNDATION PARTNERING WITH TECHNICAL COLLEGES AND DEALERSHIPS TO FACILITATE MIDDLE SCHOOL STUDENT SUMMER CAMPS. THESE WEEKLONG CAMP EXPERIENCES EXPOSE YOUNG PEOPLE TO A WIDE VARIETY OF AUTOMOTIVE AND TRANSPORTATION RELATED CAREER PATHWAYS. STUDENT COMPETITION EVENT ACTIVITIES INCLUDE FOUNDATION STAFF AND INDUSTRY VOLUNTEERS ON THE ANNUAL SKILLSUSA WISCONSIN AUTOMOTIVE COMPETITION TECHNICAL COMMITTEE. THE FOUNDATION ALSO ASSISTS AND CONTRIBUTES TO OTHER WISCONSIN AUTOMOTIVE AND TRANSPORTATION COMPETITIONS. CAREER FAIRS AND TRANSPORTATION CAREER SHOWCASE EVENTS ARE HELD AT HIGH SCHOOLS AROUND WISCONSIN TO EXPOSE STUDENTS TO INDUSTRY CAREERS. 1031349 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 0 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 15 15 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 WI X MATTHEW LAVOLD 6082515577 150 E GILMAN STE A100 MADISON WI 53703 KARMALA SUTTON CHAIR 1.00 1.00 X X 0 0 0 SUZANNE ASHLEY CHAIR 1.00 1.00 X X 0 0 0 RON SYMDON CHAIR-ELECT 1.00 X X 0 0 0 NOLAN CAMPBELL PAST CHAIR 1.00 1.00 X 0 0 0 GRAHM DEBES DIRECTOR 1.00 X 0 0 0 MARK HOMAN DIRECTOR 1.00 X 0 0 0 TYLER DAHL DIRECTOR 1.00 X 0 0 0 JOHN DUFFY DIRECTOR 1.00 X 0 0 0 MARK ADAMS DIRECTOR 1.00 1.00 X 0 0 0 BOB PIETROSKE DIRECTOR 1.00 X 0 0 0 AL DEBAUCHE DIRECTOR 1.00 X 0 0 0 ALEX DORSCH DIRECTOR 1.00 X 0 0 0 CHARLIE HALL DIRECTOR 1.00 X 0 0 0 CRAIG TOYCEN DIRECTOR 1.00 X 0 0 0 LINDSAY NEUVILLE DIRECTOR 1.00 X 0 0 0 WILLIAM SEPIC PRESIDENT 5.00 40.00 X 0 324759 86572 MATTHEW LAVOLD VICE PRESIDENT/CFO/CONTROLLER 6.00 40.00 X 0 164325 15241 BRENT KINDRED VICE PRESIDENT 40.00 X 0 125420 24374 0 614504 126187 0 0 1 0 0 100000 18936 1226698 424200 1345634 298443 298443 1310900 1110880 200020 200020 200020 1844097 0 0 498463 716031 716031 343288 251414 56444 35430 7169 7169 25314 25314 1401 1222 76 103 2547 1391 509 647 10095 2227 7555 313 4431 939 200 3292 10900 9933 753 214 2063 2063 110 81 16 13 1596 1190 223 183 PROGRAM SUPPORT 46886 46886 BAD DEBT EXPENSE 19200 19200 DUES AND SUBSCRIPTIONS 514 35 479 1191545 1031349 120001 40195 8437 65520 569103 476872 282275 383870 126 143 4809 1636 550 275 385 275 6908863 7783695 27336 42707 7801334 8754718 14677 13529 118000 109500 132677 123029 X 4566607 5290739 3102050 3340950 7668657 8631689 7801334 8754718 652552 310480 0 X 0 1 X 1 0 X 781504 977660 1141826 2209916 1345634 6456540 781504 977660 1141826 2209916 1345634 6456540 3341495 3115045 170027 260278 149073 156134 298443 1033955 7490495 131523 0.41590 0.40660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1687805 5000 180010 67330 1805485 1481566 226239 20000 1687805 1834238 -339672 13000 1481566 1769780 57 226758 162357 1834238 1663671 134 288005 182030 1769780 0.00000 0.67350 0.32650 0 0 550 275 275 275 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF SIX DONOR-RESTRICTED FUNDS: THE BOB AND JOAN KOLOSSO FAMILY FUND (KOLOSSO FAMILY), THE JEROME AND DOROTHY HOLZ FAMILY FUND (HOLZ FAMILY), THE GLENN HUMPHREY CHARITABLE FUND (HUMPHREY), THE JOHN AND CINDY AMATO FUND (AMATO FAMILY), THE JOHN AND RICHARD BERGSTROM FUND (BERGSTROM FAMILY), AND THE INNOVATION FUND (INNOVATION). THESE FUNDS WERE ESTABLISHED TO PROVIDE SCHOLARSHIPS AND TO SUPPORT GENERAL OPERATIONS. 1 TECHNICIAN SCHOLARSHIP AWARDS 209 291831 424200 ESTIMATED RESALE PRICE AUTOMOTIVE TOOL SETS 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 296211 0 0 0 28548 0 29535 0 57037 0 411331 0 0 MATTHEW LAVOLD VICE PRESIDENT/CFO/CONTROLLER 0 158007 0 5000 0 1318 0 13146 0 2095 0 179566 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 424200 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN B. 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. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE VICE PRESIDENT-CONTROLLER AND THE PRESIDENT OF WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION, INC. BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C NO CONTRACT OR OTHER TRANSACTION BETWEEN THIS CORPORATION AND ONE OR MORE OF ITS DIRECTORS OR ANY OTHER CORPORATION, FIRM, ASSOCIATION, OR ENTITY IN WHICH ONE OR MORE OF ITS DIRECTORS ARE DIRECTORS OR OFFICERS OR HAS A MATERIAL FINANCIAL INTEREST, SHALL BE EITHER VOID OR VOIDABLE BECAUSE OF SUCH RELATIONSHIP OR INTEREST OR BECAUSE SUCH DIRECTOR OR DIRECTORS ARE PRESENT AT THE MEETING OF THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF THAT AUTHORIZES, APPROVES OR RATIFIES SUCH CONTRACT OR TRANSACTION OR BECAUSE HIS OR THEIR VOTES ARE COUNTED FOR SUCH PURPOSE, IF (1) THE FACT OF SUCH RELATIONSHIP OR INTEREST IS DISCLOSED OR KNOWN TO THE BOARD OF DIRECTORS OR COMMITTEE THAT AUTHORIZES, APPROVES OR RATIFIES THE CONTRACT OR TRANSACTION BY A VOTE OR CONSENT SUFFICIENT FOR THE PURPOSE WITHOUT COUNTING THE VOTES OR CONSENTS OF SUCH INTERESTED DIRECTORS; OR (2) THE FACT OF SUCH RELATIONSHIP OR INTEREST IS DISCLOSED OR KNOWN TO THE MEMBERS ENTITLED TO VOTE AND THEY AUTHORIZE, APPROVE OR RATIFY SUCH CONTRACT OR TRANSACTION BY VOTE OR WRITTEN CONSENT; OR (3) THE CONTRACT OR TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION. COMMON OR INTERESTED DIRECTORS MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF THAT AUTHORIZES, APPROVES OR RATIFIES SUCH CONTRACT OR TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE THE PUBLIC UPON REQUEST. WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC 150 E GILMAN STE A100 MADISON WI 53703 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 0 0 0 0