2025-11-12T08:32:52-06:00 2024-12-31 582487348 Aprio Advisory Group LLC 111 Rockville Pike Suite 600 Rockville MD 20850 990 2024-01-01 530114725 National Automobile Dealers Association NATI 8005576232 8484 Westpark Drive 500 Tysons VA 22102 Stephen R Pugh EVP & CFO 8005576232 2025-11-11 1 1 Stacy Cullen P00974308 3012316200 2025-11-11 2024 2025-03-06 01:10:19Z Stephen R Pugh 8484 Westpark Drive 500 Tysons VA 22102 118439732 0 X nada.org X 1917 DE Represent automobile dealers interfacing with manufacturers and US Congress. Operate training and service programs to assist franchised dealers in improving their sales and services. 65 65 205 65 1230907 945327 0 0 63578172 67857851 9345426 12650248 2970296 3335053 75893894 83843152 258397 600998 0 0 38250995 39605464 0 0 0 38732634 41792374 77242026 81998836 -1348132 1844316 424631342 456199796 72384636 73393272 352246706 382806524 X Represents and lobbies on behalf of franchised car and truck dealers before the US Congress and executive branch on legislative and regulatory matters. Also represents dealers in certain interactions with car and truck manufacturers. NADA provides education to its members on important legal, legislative and regulatory issues impacting their business. NADA provides various education and training services to its members to help them improve their sales, service and operational skills. 0 0 Conventions & Exhibitions - The NADA convention and exhibitions contribute importantly to the exempt function by bringing the membership together to meet with factory and after market product representatives. The purpose is to inform members of current developments in the retail automobile industry. Dealership Management Services - These activities are significant elements contributing to the exempt function by providing automobile dealers with information designed to improve dealership performance. Programs include: dealer candidate academy, the 20 Group program, seminars, and a general dealership management program. Industry Relations - The purpose of this program is to develop and advocate positions which will improve the dealers relationship with manufacturers. 0 0 0 1 0 0 0 0 0 1 1 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 214 0 1 205 1 1 1 0 0 0 0 0 1 0 X 65 65 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 1 1 1 1 1 X Steve Kasulaitis 8005576232 8484 Westpark Drive Suite 500 Tysons VA 22102 Gary Gilchrist Chairman 5.00 X X 0 0 0 Thomas Castriota Vice Chairman 5.00 X X 0 0 0 Robert Vail Secretary 2.00 X X 0 0 0 Kirtlund Frye Treasurer 2.00 X X 0 0 0 Geoffrey Pohanka Immediate Past Chairman 5.00 X X 0 0 0 Jeff Aiosa Director 1.00 X 0 0 0 Mike Alford Director 1.00 X 0 0 0 Sandra Angello Director 1.00 X 0 0 0 Tracy Beck Director 1.00 X 0 0 0 Cheryl Bedford Director 1.00 X 0 0 0 Thomas Bloomfield Director 1.00 X 0 0 0 Valerie Bowen Director 1.00 X 0 0 0 Robert Brogden Director 1.00 X 0 0 0 Matthew Browning Director 1.00 X 0 0 0 Clifford Cicotte Director 1.00 X 0 0 0 Rob Cochran Director 1.00 X 0 0 0 Chris Coyle Director 1.00 X 0 0 0 Richard DeSilva Director 1.00 X 0 0 0 Sidney Dillon Director 1.00 X 0 0 0 Annette DiLorenzo Thayer Director 1.00 X 0 0 0 C Scott Dube Director 1.00 X 0 0 0 Roger Elswick Director 1.00 X 0 0 0 John Emerson Director 1.00 X 0 0 0 Ryan Gremore Director 1.00 X 0 0 0 David Hammer Director 1.00 X 0 0 0 Frank Hanenberger Director 1.00 X 0 0 0 Mark Hebert Director 1.00 X 0 0 0 Donald Hicks Director 1.00 X 0 0 0 Gregory House Director 1.00 X 0 0 0 Michael Joe Cannon Director 1.00 X 0 0 0 Joshua Johnson Director 1.00 X 0 0 0 Thomas Johnson Director 1.00 X 0 0 0 Eric Jones Director 1.00 X 0 0 0 Donald Kaltschmidt Director 1.00 X 0 0 0 Matthew Laughridge Director 1.00 X 0 0 0 Jeffrey Longbine Director 1.00 X 0 0 0 James Marsh Director 1.00 X 0 0 0 Stan Masamitsu Director 1.00 X 0 0 0 Joseph Massarelli Director 1.00 X 0 0 0 John McClurg Director 1.00 X 0 0 0 Colleen McDonald Director 1.00 X 0 0 0 Stan McNabb Director 1.00 X 0 0 0 Chris Meier Director 1.00 X 0 0 0 John Mitchell Director 1.00 X 0 0 0 Jackson Moses Director 1.00 X 0 0 0 Lane Nichols Director 1.00 X 0 0 0 Mark Normandin Director 1.00 X 0 0 0 John S Oyler Director 1.00 X 0 0 0 Tony Pack Director 1.00 X 0 0 0 Scott Pearson Director 1.00 X 0 0 0 Jesse Peterson Director 1.00 X 0 0 0 Michelle Primm Director 1.00 X 0 0 0 Danny Renshaw Director 1.00 X 0 0 0 Rhett Ricart Director 1.00 X 0 0 0 James Rivchin Director 1.00 X 0 0 0 Charles Ruwart Director 1.00 X 0 0 0 Kirk Schneider Director 1.00 X 0 0 0 Bobby Sight Director 1.00 X 0 0 0 Samuel Smith Director 1.00 X 0 0 0 Michael Suttle Director 1.00 X 0 0 0 Nathaniel Sutton Director 1.00 X 0 0 0 Robert Tasca Director 1.00 X 0 0 0 David Taylor Director 1.00 X 0 0 0 Jeffrey Weber Director 1.00 X 0 0 0 William Willis Director 1.00 X 0 0 0 Michael J Stanton President & CEO 40.00 2.00 X 1596687 32586 67804 James C Minnis SVP & General Counsel 40.00 2.00 X 546650 11156 64142 Stephen Pugh EVP & CFO 40.00 2.00 X 70583 3715 9856 Andrew D Koblenz EVP Strategic Affairs & Industry Initiatives 40.00 2.00 X 839613 17135 62916 Joseph L Cowden EVP 40.00 2.00 X 566052 29793 59760 David W Regan EVP Legislative Affairs 40.00 X 601809 0 21182 Paul D Metrey SVP Regulatory Affairs 40.00 X 833303 0 65421 John Beckman EVP & COO 40.00 X 568274 0 73122 Jonathan A Collegio SVP Public Affairs 40.00 X 646757 0 47954 Ivette Rivera Hayes SVP Legislative Affairs 40.00 X 485189 0 60511 Michael T Regan SVP Industry Affairs 40.00 X 541022 0 79097 Steve Park SVP Dealership Operations 40.00 X 422913 0 70684 Michael W Harrington VP Legislative Affairs 40.00 X 412966 0 72483 8131818 94385 754932 121 0 1 0 CDK Global 4650 Montgomery Road Cincinnati OH 45212 Info Tech Services 2485844 Freeman PO Box 734569 Dallas TX 75265 Convention Services 2387900 Directions Inc PO Box 681429 Schaumburg IL 60168 Convention Services 1647394 Vigna Solutions Inc 21351 Gentry Dr Suite 145 Sterling VA 20166 Info Tech Services 1619784 Event Transportation Systems 4501 Cartwright Rd Ste 705 Missouri City TX 77459 Convention Services 576594 41 Management Services 611600 27142555 27142555 Convention and Exposition 900099 24559079 24559079 Member Dues 541900 11219157 11219157 Sponsorship/Advertising 900099 4937060 3756960 1180100 67857851 8846242 8846242 3335053 50807 3284246 38400586 34592004 4576 3808582 -4576 3804006 3804006 83843152 66677751 1230907 15934494 600998 6039796 26207814 7357854 1061587 161913 837805 6488297 1366597 4152317 5010685 2838482 4418297 6750264 1006968 887862 373032 Equip. Rental & Main. 4983072 Commissions 1642832 Taxes 372200 Equipment/Furniture 40520 -600356 81998836 4582919 4059744 9994176 12035289 3658801 4979182 5708591 6656207 13782958 6720277 7150139 7062681 172726506 159494478 186267448 228362874 34542762 33549341 424631342 456199796 38796959 36818828 33587677 36574444 72384636 73393272 X 352246706 382806524 352246706 382806524 424631342 456199796 1844316 28715502 0 X X 0 1 X 1 0 0 0 1 11219157 5484162 -996499 4487663 5833962 -1346299 Schedule C, Part IV - Government Relations: Protects dealer interests before the US Congress. The staff communicates with members of Congress to express the position of dealers on various issues, prepares testimony for congressional hearings when appropriate, and attempts to modify legislation to address dealers' concerns. It monitors legislative activities such as hearings, markups, conferences, etc., communicates with the dealer body on legislative matters and directs dealer efforts to communicate with members of Congress. 6716737 2798640 3918097 7066221 3921637 3144584 7062681 Kensington 20633451 F Hedge Funds Clarion 14447724 F State Street MSCI Emrg Mkt 25782960 F State Street Russell 2000 8409148 F State Street S&P 500 137128955 F State Street Real Asset 21960636 F 228362874 Right-of-Use Asset 18040904 Joint Venture Investment 3380124 Due from Affiliate 12128313 33549341 X Part X, Line 2: NADA evaluates uncertainty in income tax positions taken or expected to be taken on a tax return based on a more-likely-than-not recognition standard. If that threshold is met, the tax position is then measured at the largest amount that is greater than 50% likely of being realized upon ultimate settlement and is recognized in NADA's consolidated financial statements. As of December 31, 2024 and 2023, there are no accruals for uncertain tax positions. If applicable, NADA records interest and penalties as a component of income tax expense. Tax years from January 1, 2021 through the current year remain open for examination by federal and state tax authorities. 1 Competitive Enterprise Institute 1310 L Street Nw 7Th Floor Washington DC 20005 521351785 501(c)(3) 6000 0 General Support US Capitol Historical Society 200 Maryland Ave Ne Suite 400 Washington DC 20002 520796820 501(c)(3) 20420 0 General Support Toys for Tots 18251 Quantico Gateway Drive Triangle VA 221721776 203021444 501(c)(3) 15000 0 General Support Automotive Hall of Fame 21400 Oakwood Boulevard Dearborn MI 48124 383320345 501(c)(3) 18165 0 General Support Association for Safe International Road Travel 11769 Gainsborough Road Potomac MD 20854 521952743 501(c)(3) 7500 0 General Support Junior Achievement of Southern Nevada Inc 4440 E Tropicana Ave A Las Vegas NV 89121 880354481 501(c)(3) 50000 0 General Support 6 0 X 1 1 X X X X X 0 0 0 Michael J Stanton President & CEO 1558484 31806 0 0 38203 780 20146 411 46302 945 1663135 33942 0 0 Andrew D Koblenz EVP Strategic Affairs & Industry Ini 661249 13495 147000 3000 31364 640 19352 395 42306 863 901271 18393 0 0 Paul D Metrey SVP Regulatory Affairs 693300 0 100000 0 40003 0 21968 0 43453 0 898724 0 0 0 Jonathan A Collegio SVP Public Affairs 318012 0 0 0 328745 0 21653 0 26301 0 694711 0 0 0 Joseph L Cowden EVP 444214 23380 95000 5000 26838 1413 23593 1242 33179 1746 622824 32781 0 0 John Beckman EVP & COO 540290 0 0 0 27984 0 25875 0 47247 0 641396 0 0 0 David W Regan EVP Legislative Affairs 148291 0 0 0 453518 0 11252 0 9930 0 622991 0 0 0 James C Minnis SVP & General Counsel 483085 9859 49000 1000 14565 297 24997 510 37862 773 609509 12439 0 0 Michael T Regan SVP Industry Affairs 439584 0 75000 0 26438 0 25875 0 53222 0 620119 0 0 0 Ivette Rivera Hayes SVP Legislative Affairs 434460 0 35000 0 15729 0 25875 0 34636 0 545700 0 0 0 Steve Park SVP Dealership Operations 411540 0 0 0 11373 0 25875 0 44809 0 493597 0 0 0 Michael W Harrington VP Legislative Affairs 377800 0 20000 0 15166 0 22950 0 49533 0 485449 0 0 0 Part I, Line 1a In some instances, board members may be reimbursed for first class air fare that is directly related to NADA business as outlined in the company's travel policy. All board travel submitted for reimbursement is required to include the appropriate supporting documentation. Per IRS guidelines, a Form 1099 will be issued when required. NADA also advises its board members to have a tax professional review any payments from NADA so they can be treated properly under the IRS Code. Form 990, Part VI, Section A, line 6 Members are any entity or corporation engaged in the business of new motor vehicle retailing and operating at an established place of business within the united states under an authorized franchise currently in force with the manufacturer or distributor of the vehicle handled. Form 990, Part VI, Section A, line 7a Members elect the NADA board of directors to serve on the board by a vote of the NADA members located within their respective states or districts. Form 990, Part VI, Section B, line 11b After the return has been reviewed by the independent auditors and prior to filing with the IRS, a copy is provided to certain officers (including the assistant treasurer) for their review. Form 990, Part VI, Section B, line 12c NADA has a written policy whereby members of the board of directors and officers (including certain key employees) are required annually to disclose or update potential conflicts of interest. NADA requires that such persons complete a form annually on which the mandated disclosure or updating, if any, is provided. In addition, NADA has a written policy whereby other employees are required to report potential conflicts of interest as they arise. Form 990, Part VI, Section B, line 15 NADA has a compensation committee comprised of directors/officers that review executive salaries annually. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. Form 990, Part XII, Line 2c: The process has not changed from prior year. NADA PAC 8484 Westpark Drive 500 Tysons VA 22102 546154586 Lobbying VA 527 NADA 1 NADA Employee Health Benefit Plan 8484 Westpark Drive 500 Tysons VA 22102 521253647 Healthcare VA 501(c)(9) NADA 1 NADA Foundation 8484 Westpark Drive 500 Tysons VA 22102 541008060 Charitable DC 501(c)(3) Line 7 NADA 1 NADA Services Corporation 8484 Westpark Drive 500 Tysons VA 22102 530114728 Real Estate Leasing DE NADA C 1.00000 1 NADA Retirement Administrators Inc 8484 Westpark Drive 500 Tysons VA 22102 900212136 Admin DE NADASC C 1.00000 1 NAISA 8484 Westpark Drive 500 TYsons VA 22102 541077983 Insurance DE C 1.00000 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 Payments to National Automobile Dealers Association Employee Health Benefit B 3291731 Accrual Payments to NADA Services Corporation P 297464 Accrual Payments to Affiliates P 1006968 Accrual Payments from NADA Services Corporation Q 401645 Accrual Payments from NADA Services Corporation Q 50807 Accrual