FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOC (EIN 39-1719902)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-25
- IRS object ID
- 201622079349300812
- Schema version
- 2015v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-25T10:02:56-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391719902 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION OF THE WISCONSIN AUTO & | BusinessNameLine1Txt |
| Business Name Line2 | TRUCK DEALERS ASSOCIATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | 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 | 2016-07-13 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | 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 | $1,765,877 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WATDA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION'S MISSION IS TO PROVIDE THE HIGHEST QUALITY INDUSTRY-RELATED TECHNICAL EDUCATION OPPORTUNITIES POSSIBLE FOR STUDENTS, TEACHERS AND THE EDUCATIONAL INSTITUTIONS WE SERVE THROUGHOUT WISCONSIN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 121 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $902,879 | PYContributionsGrantsAmt |
| CY Contributions Grants | $972,424 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $151,090 | PYInvestmentIncomeAmt |
| CY Investment Income | $132,859 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$122,536 | PYOtherRevenueAmt |
| CY Other Revenue | -$127,335 | CYOtherRevenueAmt |
| PY Total Revenue | $931,433 | PYTotalRevenueAmt |
| CY Total Revenue | $977,948 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $387,938 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $530,391 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $201,665 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $222,715 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $88,840 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $79,040 | PYOtherExpensesAmt |
| CY Other Expenses | $63,062 | CYOtherExpensesAmt |
| PY Total Expenses | $668,643 | PYTotalExpensesAmt |
| CY Total Expenses | $816,168 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $262,790 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $161,780 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,887,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,801,565 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $153,561 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $88,505 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,734,205 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,713,060 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION'S PRIMARY OBJECTIVE IS TO PROVIDE THE HIGHEST QUALITY INDUSTRY-RELATED TECHNICAL EDUCATION OPPORTUNITIES POSSIBLE FOR STUDENTS, TEACHERS AND EDUCATIONAL INSTITUTIONS WE SERVE THROUGHOUT WISCONSIN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $496,405 | ExpenseAmt |
| Grant | $439,310 | GrantAmt |
| Desc | TRANSPORTATION TECHNICIAN SCHOLARSHIPS ARE AWARDED TO STUDENTS WHO HAVE SUCCESSFULLY QUALIFIED THROUGH THE FOUNDATION'S OPEN ENROLLMENT PROCESS. THIS PROCESS PROVIDES EACH APPLICANT THE OPPORTUNITY TO TEST THEIR TECHNICAL AND ACADEMIC APTITUDE TO DETERMINE THEIR INDIVIDUAL CAREER ABILITIES. IN 2015, THE FOUNDATION ASSISTED 90 APPLICANTS THROUGH THE PROCESS AND AWARDED ONE AND TWO-YEAR SCHOLARSHIPS TOTALING AN ESTIMATED $ 439,000 (INCLUDING $ 301,000 IN DONATED AUTOMOTIVE TOOL SETS) TO TRANSPORTATION TECHNOLOGY STUDENTS ATTENDING ALL 16 OF WISCONSIN'S TECHNICAL COLLEGES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $41,630 | ExpenseAmt |
| Grant | $4,750 | GrantAmt |
| Desc | THE CAREER AWARENESS PROGRAM SERVED OVER 12,700 STUDENTS AT 10 PRESENTATION SITES THROUGHOUT WISCONSIN. ATTENDEES AND THEIR FAMILIES WERE INTRODUCED TO THE VARIETY OF WORK OPPORTUNITIES AVAILABLE AT DEALERSHIPS AND THE EDUCATION REQUIREMENTS FOR THEM. THIS PROGRAM ALSO PROVIDES STUDENTS WITH INFORMATION ON SUCCESSFUL JOB SEARCH AND INTERVIEW TECHNIQUES THAT THEY CAN APPLY TO 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 2015 TEACHERS INSTITUTE PROVIDED 1,600 PROFESSIONAL CREDIT HOURS TO PARTICIPANTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,870 | ExpenseAmt |
| Desc | THE WISCONSIN AUTOMOTIVE YOUTH EDUCATION SYSTEM (AYES) STARTED IN 1997. THIS SATELLITE PROGRAM ASSISTS BOTH TRANSPORTATION STUDENTS AND THE HIGH SCHOOLS THAT EDUCATE THEM THROUGH INDUSTRY-CERTIFIED EDUCATION THAT RESULTS IN CONTINUING EDUCATION AND LIFE-LONG EMPLOYMENT FOR THE GRADUATES. THE FOUNDATION'S AYES PROGRAM CONTINUES TO SERVE 16 ACTIVE HIGH SCHOOL AND CO-OP SITES THROUGHOUT WISCONSIN AND SERVED OVER 1,400 STUDENTS IN 2015. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $99,472 | ExpenseAmt |
| Grant | $86,331 | GrantAmt |
| Desc | OTHER PROGRAM SERVICES INCLUDE: MARKETING & SALES EDUCATION, HIGH SCHOOL & TECH COLLEGE COMPETITIONS, AND COMMUNITY OUTREACH MATCHING GRANTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $99,472 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $86,331 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $663,377 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| 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 SUITE A | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537031441 | 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 |
|---|---|---|---|---|---|---|
| ANDY GINGER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK HALLADA | ||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JIM EDEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN EWALD | ||||||
| CHAIR ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WILLIAM KOLOSSO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK OLINYK | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL SCHLOSSMANN | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WILLIAM SEPIC | ||||||
| PRESIDENT | 40.00 | Yes (X) | $0 | $265,081 | $59,541 | Yes (X) |
| JASON VANCE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEONEL BAIRD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GLENN PENTLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GHRAM DEBES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK FILLBACK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM MARTIN III | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM REILLEY JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY FRANKLAND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TODD REARDON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH DAVIDSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOU METZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW PALMEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NOELLE GOBEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SANDRA SCHMIT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATT LAVOLD | ||||||
| ASSOCIATION CFO-CONTROLLER | 40.00 | $0 | $111,866 | $10,431 | Yes (X) | |
| GARY BEIER | ||||||
| VP - FOUNDATION | 40.00 | $97,936 | $0 | $23,610 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $97,936 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $376,947 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $93,582 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 |
| Fundraising | $195,750 | FundraisingAmt |
| Related Organizations | $75,000 | RelatedOrganizationsAmt |
| All Other Contributions | $701,674 | AllOtherContributionsAmt |
| Noncash Contributions | $300,694 | NoncashContributionsAmt |
| Total Contributions | $972,424 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,533 | TotalRevenueColumnAmt |
| Exclusion | $89,533 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $604,754 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $561,428 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,326 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,326 | TotalRevenueColumnAmt |
| Exclusion | $43,326 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $99,166 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $195,750 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $226,501 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$127,335 | TotalRevenueColumnAmt |
| Exclusion | -$127,335 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $977,948 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,524 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,331 | TotalAmt |
| Program Services | $85,331 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,060 | TotalAmt |
| Program Services | $445,060 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,936 | TotalAmt |
| Program Services | $22,409 | ProgramServicesAmt |
| Management And General | $15,801 | ManagementAndGeneralAmt |
| Fundraising | $59,726 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,865 | TotalAmt |
| Program Services | $57,230 | ProgramServicesAmt |
| Management And General | $17,635 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,885 | TotalAmt |
| Program Services | $5,468 | ProgramServicesAmt |
| Management And General | $2,370 | ManagementAndGeneralAmt |
| Fundraising | $4,047 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,365 | TotalAmt |
| Program Services | $11,765 | ProgramServicesAmt |
| Management And General | $5,013 | ManagementAndGeneralAmt |
| Fundraising | $8,587 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,664 | TotalAmt |
| Program Services | $5,846 | ProgramServicesAmt |
| Management And General | $2,516 | ManagementAndGeneralAmt |
| Fundraising | $4,302 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435 | TotalAmt |
| Management And General | $435 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,300 | TotalAmt |
| Management And General | $6,300 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,538 | TotalAmt |
| Management And General | $8,538 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,720 | TotalAmt |
| Fundraising | $1,720 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,174 | TotalAmt |
| Program Services | $150 | ProgramServicesAmt |
| Management And General | $172 | ManagementAndGeneralAmt |
| Fundraising | $852 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,775 | TotalAmt |
| Program Services | $14,782 | ProgramServicesAmt |
| Management And General | $1,801 | ManagementAndGeneralAmt |
| Fundraising | $192 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,023 | TotalAmt |
| Program Services | $8,876 | ProgramServicesAmt |
| Management And General | $896 | ManagementAndGeneralAmt |
| Fundraising | $4,251 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424 | TotalAmt |
| Program Services | $105 | ProgramServicesAmt |
| Management And General | $319 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,177 | TotalAmt |
| Program Services | $545 | ProgramServicesAmt |
| Management And General | $233 | ManagementAndGeneralAmt |
| Fundraising | $399 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $8,594 | $5,056 | $459 | $3,079 |
| PRINTING | $2,279 | $986 | $1,293 | |
| TELEPHONE | $1,164 | $519 | $253 | $392 |
| STAFF EDUCATION | $459 | $235 | $224 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $816,168 | TotalAmt |
| Program Services | $663,377 | ProgramServicesAmt |
| Management And General | $63,951 | ManagementAndGeneralAmt |
| Fundraising | $88,840 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,468 | BOYAmt |
| EOY | $244,345 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,532 | BOYAmt |
| EOY | $411,112 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,712 | BOYAmt |
| EOY | $193 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,075,054 | BOYAmt |
| EOY | $2,145,915 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,887,766 | BOYAmt |
| EOY | $2,801,565 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,501 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,000 | BOYAmt |
| EOY | $15,600 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,561 | BOYAmt |
| EOY | $71,404 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,561 | BOYAmt |
| EOY | $88,505 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $936,422 | BOYAmt |
| EOY | $934,556 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $620,228 | BOYAmt |
| EOY | $600,002 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,177,555 | BOYAmt |
| EOY | $1,178,502 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,734,205 | BOYAmt |
| EOY | $2,713,060 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,887,766 | BOYAmt |
| EOY | $2,801,565 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $161,780 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$170,850 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$12,075 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,103,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $959,851 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $948,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $902,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $972,424 | CurrentTaxYearAmt |
| Total | $4,887,314 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,103,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $959,851 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $948,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $902,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $972,424 | CurrentTaxYearAmt |
| Total | $4,887,314 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,767,152 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,120,162 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,414 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,163 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $122,149 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,533 | CurrentTaxYearAmt |
| Total | $366,659 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,253,973 | TotalSupportAmt |
| Public Support CY170 | 0.59390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,319,369 | BeginningYearBalanceAmt |
| Contributions | $29,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,043 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,000 | OtherExpendituresAmt |
| End Year Balance | $1,336,326 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,272,390 | BeginningYearBalanceAmt |
| Contributions | $30,000 | ContributionsAmt |
| Investment Earnings Or Losses | $17,979 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,000 | OtherExpendituresAmt |
| End Year Balance | $1,319,369 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,177,477 | BeginningYearBalanceAmt |
| Contributions | $31,000 | ContributionsAmt |
| Investment Earnings Or Losses | $65,163 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,250 | OtherExpendituresAmt |
| End Year Balance | $1,272,390 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,086,176 | BeginningYearBalanceAmt |
| Contributions | $46,000 | ContributionsAmt |
| Investment Earnings Or Losses | $45,551 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $250 | OtherExpendituresAmt |
| End Year Balance | $1,177,477 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,011,250 | BeginningYearBalanceAmt |
| Contributions | $82,850 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,424 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $500 | OtherExpendituresAmt |
| End Year Balance | $1,086,176 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.85460 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14540 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO WATDA | $730 |
| SCHOLARSHIPS PAYABLE | $70,674 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $71,404 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,099,374 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$170,850 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $86,388 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $226,501 | OtherRevenueAmt |
| Revenue Not Reported | $142,039 | RevenueNotReportedAmt |
| Revenue Subtotal | $957,335 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $8,538 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $12,075 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $20,613 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $977,948 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,120,519 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $86,388 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $226,501 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $312,889 | ExpensesNotReportedAmt |
| Expenses Subtotal | $807,630 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $8,538 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $8,538 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $816,168 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIPS AND GENERAL OPERATIONS. |
| PART X, LINE 2: | THE FOUNDATION IS CLASSIFIED AS A PUBLICLY-SUPPORTED ORGANIZATION BY THE INTERNAL REVENUE SERVICE AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS ALSO EXEMPT FROM LOCAL PROPERTY TAXES. THE FOUNDATION 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 FOUNDATION 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 THE FOUNDATION 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, 2015 AND 2014, THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES. THE FOUNDATION FILES A FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY IN THE U.S. FEDERAL JURISDICTION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EVENT EXPENSES 226,501. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSSES FROM UNCOLLECTIBLE PLEDGES 12,075. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EVENT EXPENSES 226,501. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHARITY GALA | Event1Nm |
| Gross Receipts Event1 | $294,916 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $195,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $99,166 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $134,645 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $10,200 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $81,656 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $294,916 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $195,750 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $99,166 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $134,645 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,200 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $81,656 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $226,501 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$127,335 | NetIncomeSummaryAmt |
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 | BOYS AND GIRLS CLUB OF GREATER MILWAUKEE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1558 N 6TH STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 390806292 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $69,956 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | GENERAL OPERATIONS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TECHNICIAN SCHOLARSHIP AWARDS | GrantTypeTxt |
| Recipient | 168 | RecipientCnt |
| Cash Grant | $139,616 | CashGrantAmt |
| Non Cash Assistance | $300,694 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | AUTOMOTIVE TOOL SETS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIP AWARDS ARE ONLY GRANTED TO APPLICANTS WHO HAVE GONE THROUGH THE PROCESS OF FILLING OUT AN APPLICATION FORM, COMPLETED A TEST, AND BEEN INTERVIEWED. COMMUNITY GRANTS ARE ONLY MADE TO 501(C)(3) TAX EXEMPT ORGANIZATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM SEPIC | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $245,412 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $19,669 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $24,266 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $35,275 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $324,622 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION RELIES ON WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION, INC., A RELATED 501(C)(6) ORGANIZATION, TO ESTABLISH THE COMPENSATION FOR ITS VP-FOUNDATION. THE EXECUTIVE COMMITTEE PROVIDES INPUT DURING THE BUDGET PREPARATION PROCESS AND APPROVES THE ANNUAL OPERATING BUDGET. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUTO TOOL SETS | Desc |
| Contribution | 82 | ContributionCnt |
| Noncash Contributions Rpt F990 | $300,694 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS ONE CLASS OF MEMBERS THAT ARE DESIGNATED "CONTRIBUTORS". |
| FORM 990, PART VI, SECTION A, LINE 7A | ELEVEN VOTING MEMBERS OF THE BOARD OF THE DIRECTORS SHALL BE APPOINTED BY THE WATDA BOARD OF DIRECTORS. TEN VOTING MEMBERS OF THE BOARD OF THE DIRECTORS SHALL BE ELECTED BY MAJORITY VOTE OF THE BOARD OF DIRECOTRS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE CFO-CONTROLLER AND PRESIDENT BEFORE BEING FILED. THE BOARD OF DIRECTORS WAS MADE AWARE THE 990 IS AVAILABLE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION PROCESS FOR TOP OFFICIALS OF THE ORGANIZATION IS MANAGED BY THEIR EMPLOYER FOR PAYROLL PURPOSES, WICONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION, INC. MANAGEMENT OF WATDA DETERMINES A FAIR AND REASONABLE COMPENSATION FOR THESE INDIVIDUALS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII | ANDY GINGER - 2801 80TH STREET, KENOSHA, WI 53141. FRANK HALLADA - 306 E. LEFFLER ST., P.O. BOX 329, DODGEVILLE, WI 53533. JIM EDEN - 2151 NORTH MAIN STREET, WEST BEND, WI 53090. DAN EWALD - 1720 PARAMOUNT DRIVE, WAUKESHA, WI 53186. WILLIAM KOLOSSO - 3000 W. WISCONSIN AVE., APPLETON, WI 54914. MARK OLINYK - 1765 PARK AVENUE, PLOVER, WI 54467. MICHAEL SCHLOSSMANN - 19100 W CAPITOL DRIVE, BROOKFIELD, WI 53045. JASON VANCE - 5252 HWY 93, EAU CLAIRE, WI 54701. LEONEL BAIRD - 822 W. FOND DU LAC ST., RIPON, WI 54971. GLENN PENTLER - 2111 N. MAYFAIR RD, MILWAUKEE, WI 53226. GARY BEIER - 150 EAST GILMAN ST, STE A, MADISON, WI 53703. GHRAM DEBES - 111 W MONROE, CHICAGO, IL 60603. MARK FILLBACK - PO BOX 245, HIGHLAND, WI 53543. WILLIAM MARTIN, III - PO BOX 80, UNION GROVE, WI 53182. WILLIAM REILLEY, JR. - 1008 S SYLVANIA AVE, STURTEVANT, WI 53177. TERRY FRANKLAND - PO BOX 189, MARSHFIELD, WI 54449. TODD REARDON - 4100 S 27TH ST, MILWAUKEE, WI 53221. DEBORAH DAVIDSON - 2320 RENAISSANCE BLVD, STURTEVANT, WI 53177. LOU METZ - 5856 SUGARBUSH LANE, GREENDALE, WI 53129. |
| FORM 990, PART XI, LINE 9: | LOSSES FROM UNCOLLECTIBLE PLEDGES -12,075. |
| PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E GILMAN SUITE A | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390711650 | EIN |
| Primary Activities | THE ADVANCEMENT OF INTERESTS FOR AUTO & TRUCK DEALERS | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC | ||
| C | $144,238 | COST |
| WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC | ||
| P | $234,885 | COST |