WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC: Form 990, tax year 2016
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- Organization
- WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC (EIN 39-0711650)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-05
- IRS object ID
- 201712789349300101
- Schema version
- 2016v3.0
- 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 | 2017-10-05T17:46:25-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5946 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537050946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390711650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN AUTOMOBILE AND TRUCK | BusinessNameLine1Txt |
| Business Name Line2 | DEALERS ASSOCIATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISC | BusinessNameControlTxt |
| Phone | 6082515577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E GILMAN STREET NO A | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM SEPIC | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6082515577 | PhoneNum |
| Signature | 2017-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES G GRAHAM | PreparerPersonNm |
| PTIN | P00006111 | PTIN |
| Phone | 6088332612 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-03 | IPDt |
| IP Tm | 16:39:21 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B48E2E37FFF5A47125D50D51E29C0D672CE12467 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F09455080562853F832900363057EFC36B366E94 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM SEPIC | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E GILMAN ST SUITE A | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,614,218 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.WATDA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1928 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | ORGANIZED FOR THE PURPOSE OF ADVANCEMENT OF INTERESTS FOR AUTO & TRUCK DEALERS AND TO PROVIDE CONTINUING EDUCATION & OTHER SERVICES TO MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $42,890 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $28,883 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $43,454 | PYContributionsGrantsAmt |
| CY Contributions Grants | $43,850 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,578,357 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,747,305 | CYProgramServiceRevenueAmt |
| PY Investment Income | $186,960 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,329 | CYInvestmentIncomeAmt |
| PY Other Revenue | $148,106 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,956,877 | PYTotalRevenueAmt |
| CY Total Revenue | $1,813,484 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $144,238 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $145,595 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $512,134 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $730,683 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $649,630 | PYOtherExpensesAmt |
| CY Other Expenses | $567,669 | CYOtherExpensesAmt |
| PY Total Expenses | $1,306,002 | PYTotalExpensesAmt |
| CY Total Expenses | $1,443,947 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $650,875 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $369,537 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,712,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,469,826 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $638,961 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $653,813 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,073,385 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,816,013 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ORGANIZED FOR THE PURPOSE OF ADVANCEMENT OF INTERESTS FOR AUTO & TRUCK DEALERS AND TO PROVIDE CONTINUING EDUCATION & OTHER SERVICES TO MEMBERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | MEMBER SERVICES INCLUDING: GOVERNMENT, REGULATORY, INDUSTRY AND PUBLIC RELATIONS, RESEARCH, COUNSELING, LEGAL, ACCOUNTING AND TAX ASSISTANCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBER CONFERENCES AND EVENTS INCLUDING: CONFERENCES, REGIONAL MEETINGS AND EDUCATIONAL SEMINARS AND MATERIALS FOR MEMBERS AND EMPLOYEES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXPENSE SHARING WITH AFFILIATES WATDA SERVICES, INC., THE FOUNDATION OF THE WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION, INC. AND WISCONSIN AUTOMOBILE AND TRUCK DEALERS INSURANCE TRUST, INC. FOR PROVIDING MANAGEMENT SERVICES TO THE AFFILIATES WHO PROVIDE WATDA MEMBERS WITH FORMS AND PROMOTIONAL PRODUCTS, DEALER BONDS, ENDORSED PRODUCTS AND OTHER SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATT LAVOLD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082515577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E GILMAN STREET LEVEL A | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| PATTY NORDHEIM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN EWALD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK J GEIGER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES MOELLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE M MEADE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| R J BOLDT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSHUA JOHNSON | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WAYNE GROSS | |||||||
| TREASURER/SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LAVON FELTON | |||||||
| PAST CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JIM OLSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS V TRECEK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN EWALD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL W DARROW | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY ANN SCAFFIDI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD SYMDON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT HUDSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON VANCE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL R SHANNON SR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT A CLAPPER | |||||||
| CHAIRMAN ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| FRANK A HALLADA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD KOEHNE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM SEPIC | |||||||
| PRESIDENT | 40.00 | $201,489 | $60,183 | $60,227 | Yes (X) | ||
| MATT LAVOLD | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $86,212 | $31,701 | $10,931 | Yes (X) | ||
| CHRIS SNYDER | |||||||
| LEGAL COUNSEL, LOBBYIST | 40.00 | $137,433 | $16,520 | $31,907 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $425,134 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $108,404 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $103,065 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $43,850 | AllOtherContributionsAmt |
| Total Contributions | $43,850 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $813,105 | $813,105 | |
| ROYALTIES | 900099 | $504,202 | $504,202 | |
| STATISTIC SALES | 900099 | $173,994 | $173,994 | |
| MEMBERSHIP EDUCATION | 900099 | $151,463 | $151,463 | |
| NADA REBATE | 900099 | $49,448 | $49,448 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,093 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,203 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $42,890 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,747,305 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,754 | TotalRevenueColumnAmt |
| Exclusion | $78,754 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $744,309 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $800,734 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$56,425 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$56,425 | TotalRevenueColumnAmt |
| Exclusion | -$56,425 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,813,484 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,200,213 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $42,890 | UnrelatedBusinessRevenueAmt |
| Exclusion | $526,531 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,595 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,701 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,207 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,442 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,145 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,188 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,910 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,470 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,000 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,731 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,725 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,583 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,713 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,366 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,476 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,418 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,278 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,305 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| INCOME TAX EXPENSE | $5,945 |
| COST OF SALES | $139,039 |
| DUES AND SUBSCRIPTIONS | $18,168 |
| BANK FEES | $9,134 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$250,052 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,443,947 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250 | BOYAmt |
| EOY | $250 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,697,171 | BOYAmt |
| EOY | $2,174,425 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,947 | BOYAmt |
| EOY | $88,513 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,556 | BOYAmt |
| EOY | $25,154 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $550,245 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $486,143 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,943 | BOYAmt |
| EOY | $64,102 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,619,164 | BOYAmt |
| EOY | $2,848,327 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $972,405 | BOYAmt |
| EOY | $1,155,771 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,910 | BOYAmt |
| EOY | $113,284 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,712,346 | BOYAmt |
| EOY | $6,469,826 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,836 | BOYAmt |
| EOY | $173,638 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $487,125 | BOYAmt |
| EOY | $480,175 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $638,961 | BOYAmt |
| EOY | $653,813 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,525,093 | BOYAmt |
| EOY | $5,263,871 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $548,292 | BOYAmt |
| EOY | $552,142 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,073,385 | BOYAmt |
| EOY | $5,816,013 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,712,346 | BOYAmt |
| EOY | $6,469,826 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $369,537 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $373,091 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $813,105 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $276,885 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | $15,931 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $292,816 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $300,942 | AggregateReportedDuesNtcAmt |
| Taxable | -$8,126 | TaxableAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $550,245 | OtherCostOrOtherBasisAmt |
| Depreciation | $486,143 | DepreciationAmt |
| Book Value | $64,102 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $64,102 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WATDA SERVICES, INC | Desc |
| Book Value | $1,155,771 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,155,771 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,043,686 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $373,091 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $373,091 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,670,595 | RevenueSubtotalAmt |
| Other Revenues Not Included | $142,889 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $142,889 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,813,484 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,304,908 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,304,908 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $139,039 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $139,039 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,443,947 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ASSOCIATION FOLLOWS THE PROVISIONS OF THE UNCERTAINTY IN INCOME TAXES SECTION OF THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION. THESE PROVISIONS ADDRESS THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF WATDA AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. AT DECEMBER 31, 2016 AND 2015, THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD NETTED 139,039. INCREASE IN TEMPORARILY RESTRICTED ASSETS 3,850. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD NETTED 139,039. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION OF THE WATDA ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 391719902 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $75,000 | CashGrantAmt |
| Non Cash Assistance | $70,595 | NonCashAssistanceAmt |
| Non Cash Assistance | SERVICES | NonCashAssistanceDesc |
| Purpose Of Grant | GENERAL OPERATIONS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART II, LINE 1(D) | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION PROVIDED THE FOUNDATION $75,000 FOR GENERAL OPERATION EXPENSES. IN ADDITION THE ASSOCIATION AND FOUNDATION SHARE FACILITIES, EQUIPMENT AND EMPLOYEES. THE ASSOCIATION PROVIDED $70,595 OF UNREIMBURSED ADMINISTRATIVE AND GENERAL COSTS. THE FOUNDATION IS A RELATED TAX EXEMPT ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM SEPIC | ||||||||||||||
| PRESIDENT | $185,743 | $55,481 | $0 | $0 | $15,746 | $4,702 | $18,639 | $5,567 | $27,736 | $8,285 | $247,864 | $74,035 | $0 | $0 |
| CHRIS SNYDER | ||||||||||||||
| LEGAL COUNSEL, LOBBYIST | $113,026 | $13,586 | $17,854 | $2,146 | $6,553 | $788 | $10,710 | $1,287 | $17,774 | $2,136 | $165,917 | $19,943 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - THE ASSOCIATION PROVIDES A MADISON CLUB MEMBERSHIP FOR WILLIAM SEPIC. THE CLUB IS USED 100% FOR BUSINESS PURPOSES, AND THEREFORE THE DUES ARE NOT TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 1B | THERE IS NO SPECIFIC WRITTEN POLICY FOR THE MADISON CLUB DUES. HOWEVER, IN PRACTICE, THE INDIVIDUAL EMPLOYEE WILL PROVIDE THE DUES INVOICES TO THE ASSOCIATION FOR PAYMENT. THE ASSOCIATION MAKES THE PAYMENT DIRECTLY TO THE MADISON CLUB UPON RECEIPT OF THE INVOICE. |
| PART I, LINE 3 | ALL OF THESE WERE USED AT THE TIME WHEN THE PRESIDENT WAS HIRED. A WRITTEN EMPLOYMENT CONTRACT WAS PREPARED WHEN HE WAS HIRED AND NO CHANGES HAVE BEEN MADE SINCE THEN. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | WATDA HAS MEMBERS WHO PAY ANNUAL DUES TO BE A MEMBER OF THE ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS IN EACH DISTRICT VOTE FOR THE BOARD MEMBER TO REPRESENT THEIR DISTRICT. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT COPY OF THE 990 IS REVIEWED BY THE CFO-CONTROLLER AND PRESIDENT BEFORE BEING FINALIZED. |
| FORM 990, PART VI, SECTION B, LINE 15 | A. 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. B. DURING THE BUDGET PROCESS, THE EXECUTIVE COMMITTEE AND THEN THE BOARD APPROVES A TOTAL COMPENSATION AMOUNT. EXECUTIVE MANAGEMENT TEAM THEN ALLOCATES THE APPROVED AMOUNT TO THE EMPLOYEES AND THE OVERALL ALLOCATION IS APPROVED BY THE PRESIDENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
| FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | PATTY NORDHEIM - 1116 OAK FOREST DR, ONALASKA, WI 54650. DAN EWALD - 1720 PARAMOUNT DRIVE, WAUKESHA , WI 53186. MARK J. GEIGER - 7533 FELTON DRIVE, VERONA, WI 53593. JAMES MOELLER - PO BOX 14200, MADISON, WI 53718. LAWRENCE M. MEADE - PO BOX 454, WISCONSIN DELLS, WI 53965. R J. BOLDT - 1035 E BUSINESS HWY 151, PLATTEVILLE, WI 53818. JOSHUA JOHNSON - 15570 HWY 63, PO BOX 840, HAYWARD, WI 54843. WAYNE GROSS - 404 E DIVISION STREET, PO BOX 109, NEILLSVILLE, WI 54456. LAVON FELTON - 150 FAIRLANE DR, VIROQUA, WI 54665. JIM OLSON - 632 GREEN BAY RD, STURGEON BAY, WI 54235. DENNIS V. TRECEK - 1350 E. WISCONSIN, PO BOX 540, PORTAGE, WI 53901. BRIAN EWALD - 2700 GOLF ROAD, DELAFIELD, WI 53018. MICHAEL W. DARROW - W133 N8569 EXECUTIVE PKY, MENOMONEE FALLS, WI 53051. MARY ANN SCAFFIDI - 11301 METRO BLVD., MILWAUKEE, WI 53223. RICHARD SYMDON - 369 UNION STREET, EVANSVILLE, WI 53536. ROBERT HUDSON - 7520 CENTURY AVE, PO BOX 620525, MIDDLETON, WI 53562. JASON VANCE - 5252 STATE RD 93, EAU CLAIRE, WI 54701. MICHAEL R. SHANNON, SR. - 321 N ROLLING MEADOW DR, PO BOX 188, FOND DU LAC, WI 54936. ROBERT A. CLAPPER - 3601 E MILWAUKEE ST, JANESVILLE, WI 53546. FRANK A. HALLADA - 306 E LEFFLER ST, PO BOX 329, DODGEVILLE, WI 53533. TODD KOEHNE - W1760 US HWY 41, MARINETTE, WI 54143. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT AND FINANCE COMMITTEE ARE RESPONSIBLE FOR THIS. THE POLICY DID NOT CHANGE. |
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 | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE FOUNDATION OF THE WI AUTO AND TRUCK DEALERS ASSOC | ||||||||||
| 150 E GILMAN STREET SUITE A | MADISON | WI | 53703 | 391719902 | CHARITABLE | WI | 501(C)3 | 7 | WATDA | Yes (1) |
| WATDA INSURANCE TRUST | ||||||||||
| 150 E GILMAN STREET SUITE A | MADISON | WI | 53703 | 391099259 | HEALTH AND WELFARE BENEFITS | WI | 501(C)9 | WATDA | Yes (1) | |
| CARPAC CAR AND TRUCK RETAILERS POLITICAL ACTION COMMITTEE | ||||||||||
| 150 E GILMAN STREET SUITE A | MADISON | WI | 53703 | 391546098 | POLITICAL ACTION | WI | 527 | WATDA | Yes (1) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATDA SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E GILMAN STREET SUITE A | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391193487 | EIN |
| Primary Activities | BUSINESS SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATDA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $1,339,466 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,416,854 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WATDA SERVICES INC | ||
| Q | $966,264 | COST |
| WATDA INSURANCE TRUST | ||
| Q | $13,466 | COST |
| THE FOUNDATION OF THE WI AUTO AND TRUCK DEALERS ASSOC | ||
| Q | $251,871 | COST |
| THE FOUNDATION OF THE WI AUTO AND TRUCK DEALERS ASSOC | ||
| B | $145,595 | COST |