2016-07-25T10:02:56-05:00 2015-12-31 420714325 RSM US LLP PO BOX 5946 MADISON WI 537050946 990 2015-01-01 391719902 THE FOUNDATION OF THE WISCONSIN AUTO & TRUCK DEALERS ASSOCIATION INC FOUN 6082515577 150 E GILMAN STREET NO A MADISON WI 53703 WILLIAM SEPIC PRESIDENT 6082515577 2016-07-13 1 JAMES G GRAHAM P00006111 6088332612 2015 2016-12-15 16:53:06Z WILLIAM SEPIC 150 E GILMAN ST SUITE A MADISON WI 53703 1765877 0 X WWW.WATDA.ORG X 1992 WI 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. 19 18 0 121 0 0 902879 972424 0 0 151090 132859 -122536 -127335 931433 977948 387938 530391 0 0 201665 222715 0 0 88840 79040 63062 668643 816168 262790 161780 2887766 2801565 153561 88505 2734205 2713060 X 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. 0 0 496405 439310 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. 41630 4750 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. 25870 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. 99472 86331 OTHER PROGRAM SERVICES INCLUDE: MARKETING & SALES EDUCATION, HIGH SCHOOL & TECH COLLEGE COMPETITIONS, AND COMMUNITY OUTREACH MATCHING GRANTS. 99472 86331 663377 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 19 18 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 1 1 0 WI X MATT LAVOLD 6082515577 150 E GILMAN SUITE A MADISON WI 537031441 ANDY GINGER DIRECTOR 1.00 X 0 0 0 FRANK HALLADA SECRETARY/TREASURER 1.00 X X 0 0 0 JIM EDEN DIRECTOR 1.00 X 0 0 0 DAN EWALD CHAIR ELECT 1.00 X X 0 0 0 WILLIAM KOLOSSO DIRECTOR 1.00 X 0 0 0 MARK OLINYK CHAIR 1.00 X X 0 0 0 MICHAEL SCHLOSSMANN PAST CHAIR 1.00 X X 0 0 0 WILLIAM SEPIC PRESIDENT 40.00 X X 0 265081 59541 JASON VANCE DIRECTOR 1.00 X 0 0 0 LEONEL BAIRD DIRECTOR 1.00 X 0 0 0 GLENN PENTLER DIRECTOR 1.00 X 0 0 0 GHRAM DEBES DIRECTOR 1.00 X 0 0 0 MARK FILLBACK DIRECTOR 1.00 X 0 0 0 WILLIAM MARTIN III DIRECTOR 1.00 X 0 0 0 WILLIAM REILLEY JR DIRECTOR 1.00 X 0 0 0 TERRY FRANKLAND DIRECTOR 1.00 X 0 0 0 TODD REARDON DIRECTOR 1.00 X 0 0 0 DEBORAH DAVIDSON DIRECTOR 1.00 X 0 0 0 LOU METZ DIRECTOR 1.00 X 0 0 0 ANDREW PALMEN DIRECTOR 1.00 X 0 0 0 NOELLE GOBEN DIRECTOR 1.00 X 0 0 0 SANDRA SCHMIT DIRECTOR 1.00 X 0 0 0 MATT LAVOLD ASSOCIATION CFO-CONTROLLER 40.00 X 0 111866 10431 GARY BEIER VP - FOUNDATION 40.00 X 97936 0 23610 97936 376947 93582 0 0 1 0 0 195750 75000 701674 300694 972424 89533 89533 604754 561428 43326 43326 43326 99166 195750 226501 -127335 -127335 977948 0 0 5524 85331 85331 445060 445060 97936 22409 15801 59726 74865 57230 17635 11885 5468 2370 4047 25365 11765 5013 8587 12664 5846 2516 4302 435 435 6300 6300 8538 8538 1720 1720 1174 150 172 852 16775 14782 1801 192 14023 8876 896 4251 424 105 319 1177 545 233 399 DUES & SUBSCRIPTIONS 8594 5056 459 3079 PRINTING 2279 986 1293 TELEPHONE 1164 519 253 392 STAFF EDUCATION 459 235 224 816168 663377 63951 88840 370468 244345 434532 411112 7712 193 2075054 2145915 2887766 2801565 1501 91000 15600 62561 71404 153561 88505 X 936422 934556 620228 600002 1177555 1178502 2734205 2713060 2887766 2801565 X 161780 -170850 -12075 X X 0 1 X 1 0 X 1103804 959851 948356 902879 972424 4887314 1103804 959851 948356 902879 972424 4887314 1767152 3120162 34414 36400 84163 122149 89533 366659 5253973 0.59390 0.61970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1319369 29000 -7043 5000 1336326 1272390 30000 17979 1000 1319369 1177477 31000 65163 1250 1272390 1086176 46000 45551 250 1177477 1011250 82850 -7424 500 1086176 0.85460 0.14540 0 0 0 DUE TO WATDA 730 SCHOLARSHIPS PAYABLE 70674 71404 X 1099374 -170850 86388 226501 142039 957335 8538 12075 20613 977948 1120519 86388 226501 312889 807630 8538 8538 816168 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. CHARITY GALA 294916 195750 99166 134645 10200 81656 294916 195750 99166 134645 10200 81656 226501 -127335 1 BOYS AND GIRLS CLUB OF GREATER MILWAUKEE 1558 N 6TH STREET MILWAUKEE WI 53212 390806292 501(C)(3) 69956 FMV N/A GENERAL OPERATIONS 1 TECHNICIAN SCHOLARSHIP AWARDS 168 139616 300694 FMV AUTOMOTIVE TOOL SETS PART I, LINE 2: 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. 0 0 0 0 0 0 0 0 0 WILLIAM SEPIC PRESIDENT 0 245412 0 0 0 19669 0 24266 0 35275 0 324622 0 0 PART I, LINE 3 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. X AUTO TOOL SETS 82 300694 FMV 0 1 0 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. WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC 150 E GILMAN SUITE A MADISON WI 53703 390711650 THE ADVANCEMENT OF INTERESTS FOR AUTO & 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 WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC C 144238 COST WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC P 234885 COST