2019-07-22T14:47:35-05:00 2018-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2018-01-01 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 2019-07-10 1 MIKE HABLEWITZ CPA P01259157 6082744020 66.222.124.178 2019-07-10 11:16:15 CD P 50C9C09D56ED613F9D7879BDC11063DCF385CB9F B169A553E6FC674180C4B0C62460B1C0CC916730 2018 2019-02-21 02:37:17Z WILLIAM SEPIC 150 E GILMAN ST NO A MADISON WI 537031499 1347570 0 X WWW.WATDA.ORG 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. 18 18 0 227 0 0 624525 639329 0 0 527429 252123 0 0 1151954 891452 457289 408318 0 0 0 0 0 0 71139 326795 318714 784084 727032 367870 164420 4809258 4425829 95485 73605 4713773 4352224 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 414858 358318 TRANSPORTATION TECHNICIAN SCHOLARSHIPS ARE AWARDED TO STUDENTS WHO SUCCESSFULLY QUALIFY THROUGH THE FOUNDATION'S OPEN ENROLLMENT PROCESS. THE ENROLLMENT PROCESS PROVIDES EACH APPLICANT THE OPPORTUNITY TO TEST THEIR TECHNICAL AND ACADEMIC APTITUDE TO DETERMINE THEIR INDIVIDUAL CAREER ABILITIES. IN 2018, THE FOUNDATION ASSISTED 207 APPLICANTS THROUGH THE ENROLLMENT PROCESS AND AWARDED ONE AND TWO-YEAR SCHOLARSHIPS TOTALING $ 439,000, INCLUDING $ 273,000 IN DONATED AUTOMOTIVE TOOL SETS, TO TRANSPORTATION TECHNOLOGY STUDENTS ATTENDING ALL 16 TECHNICAL COLLEGES IN WISCONSIN. 43986 THE CAREER AWARENESS PROGRAM SERVED 25,000 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 TECHNOLOGY TEACHERS TO ASSIST THEM IN MAINTAINING THEIR PROFESSIONAL STATUS. THE 2018 TEACHERS INSTITUTE PROVIDED 1,600 PROFESSIONAL CREDIT HOURS TO 105 WISCONSIN TEACHERS IN ATTENDANCE. 44340 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 3,200 STUDENTS. IN ADDITION, SUPPORT IS EXTENDED TO NON-ACCREDITED PROGRAMS. IN 2018, THE FOUNDATION WORKED WITH 89 SCHOOLS. 91128 50000 91128 50000 594312 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 1 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 LEONEL BAIRD CHAIR 1.00 1.00 X X 0 0 0 PETER DORSCH CHAIR-ELECT 1.00 X X 0 0 0 LAWRENCE MEADE SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 FRANK HALLADA PAST CHAIR 1.00 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 GHRAM DEBES DIRECTOR 1.00 X 0 0 0 TOM EWALD DIRECTOR 1.00 X 0 0 0 MARK FILLBACK DIRECTOR 1.00 X 0 0 0 TERRY FRANKLAND DIRECTOR 1.00 X 0 0 0 BRENT KINDRED DIRECTOR 1.00 X 0 0 0 WILLIAM MARTIN III DIRECTOR 1.00 X 0 0 0 LOU METZ DIRECTOR 1.00 X 0 0 0 TODD REARDON DIRECTOR 1.00 X 0 0 0 WILLIAM REILLEY JR DIRECTOR 1.00 X 0 0 0 MICHAEL SHANNON JR DIRECTOR 1.00 X 0 0 0 BART WIGNALL DIRECTOR 1.00 X 0 0 0 WILLIAM SEPIC PRESIDENT 5.50 35.50 X 0 271636 68378 KARA NANIA VICE PRESIDENT 40.00 X 0 87983 14084 GARY BEIER VICE PRESIDENT 40.00 X 0 1450 116 MATTHEW LAVOLD VICE PRESIDENT/CFO/CONTROLLER 5.00 35.00 X 0 118935 11059 0 480004 93637 0 0 1 0 0 75000 564329 247410 639329 206649 206649 501592 456118 45474 45474 45474 891452 0 0 252123 X 50000 50000 358318 358318 5500 5500 17321 17321 236603 140032 31392 65179 663 216 172 275 31036 25646 4484 906 710 323 80 307 15467 13420 545 1502 1660 695 656 309 7605 4416 1115 2074 2149 1246 316 587 727032 594312 61581 71139 102363 46202 27198 421630 344805 339 421 22813 7605 22813 15208 4262113 3991995 4809258 4425829 4735 155 90750 73450 95485 73605 X 2573489 2328178 946074 813492 1194210 1210554 4713773 4352224 4809258 4425829 164420 -525969 0 X 0 1 X 1 0 X 902879 972424 2152214 624525 639329 5291371 902879 972424 2152214 624525 639329 5291371 2465896 2825475 122149 89533 69814 195831 206649 683976 5975347 0.47290 0.51610 X 1489881 16344 21601 3500 1524326 1375133 42197 79301 6750 1489881 1336326 10000 30807 2000 1375133 1319369 29000 -7043 5000 1336326 1272390 30000 17979 1000 1319369 0.79420 0.20580 0 0 22813 7605 15208 15208 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 63 246015 ESTIMATED RESALE PRICE AUTOMOTIVE TOOL SETS TECHNICIAN SCHOLARSHIP AWARDS 60 112303 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 250780 0 0 0 20856 0 24956 0 43422 0 340014 0 0 X AUTOMOTIVE TOOL SETS 1 246015 X DIAGNOSTIC THERMAL IMAGING CAMERA 1 1395 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 3 THE FOUNDATION LEASES ITS EMPLOYEES, INCLUDING ITS VICE PRESIDENTS, FROM THE WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION, INC. THE VICE PRESIDENTS PERFORM MANAGEMENT DUTIES SUCH AS SUPERVISING PERSONNEL, PLANNING AND EXECUTING BUDGETS AND FINANCIAL OPERATIONS, AND SUPERVISING EXEMPT OPERATIONS. DURING 2018 KARA NANIA AND GARY BEIR RECEIVED $87,983 AND $1,450, RESPECTIVELY, OF REPORTABLE COMPENSATION AND $14,084 AND $116, RESPECTIVELY, OF OTHER COMPENSATION FROM THE WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION, INC. 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, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G EMPLOYEE LEASING SERVICES: PROGRAM SERVICE EXPENSES 140,032. MANAGEMENT AND GENERAL EXPENSES 31,392. FUNDRAISING EXPENSES 65,179. TOTAL EXPENSES 236,603. 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