2015-11-10T06:41:21-06:00 2014-12-31 ARONSON LLC 805 KING FARM BLVD 3RD FLOOR ROCKVILLE MD 20850 990 2014-01-01 530114725 National Automobile Dealers Association % THOMAS C GOULIONIS NATI 7038217000 8400 Westpark Drive MCLEAN VA 22102 joseph l cowden executive vp/coo/cfo 2026826300 2015-11-09 Craig Stevens CPA P00177781 3012316200 2014 2016-03-07 17:11:31Z joseph l cowden 8400 WESTPARK DRIVE MCLEAN VA 22102 77359200 false 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 & SVCS. 63 63 122 0 546587 358523 0 0 36495501 39023284 43096575 16999307 4329392 4795861 83921468 60818452 0 0 0 0 15314349 18724250 0 0 0 31271031 31525303 46585380 50249553 37336088 10568899 151558260 162725244 16535344 21211674 135022916 141513570 X REPRESENT FRANCHISED AUTOMOBILE DEALERS IN INTERFACING WITH AUTOMOBILE MANUFACTURERS. LOBBY THE U.S. CONGRESS AND THE EXECUTIVE BRANCH ON LEGISLATIVE AND REGULATORY ISSUES ON BEHALF OF DEALERS. PROVIDE EDUCATION ON LEGAL AND REGULATORY ISSUES. DEVELOP RESEARCH DATA ON THE AUTOMOBILE INDUSTRY. OPERATE TRAINING AND SERVICE PROGRAMS TO ASSIST DEALERS IN IMPROVING THEIR SALES, SERVICES, AND OPERATIONAL EFFICIENCIES. false false 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 AND DISTRIBUTORS. false false false true false false false false false true true false false true true false true false false true false false false false false false false false true false false false false false false false false false false false true true true false true 144 0 true 122 true true true true CJ BD false false false false X 63 63 false false false false true true false true true false false false true true true true true true true true true X THOMAS C GOULIONIS 7038217000 8400 WESTPARK DRIVE McLean VA 22102 David W Westcott Immediate Past Chairman 5.0 0.0 X X 0 0 0 Jeffrey B Carlson Secretary 5.0 0.0 X X 0 0 0 WILLIAM P UNDERRINER Board of Director 5.0 0.0 X 0 0 0 FORREST MCCONNELL III Chairman 5.0 0.0 X X 0 0 0 George E Nahas Treasurer 5.0 0.0 X X 0 0 0 Andrew Caldwell Jr Vice Chairman Region II 5.0 0.0 X X 0 0 0 PETER E BLACKSTOCK Board of Director 5.0 0.0 X 0 0 0 Greg Taylor Board of Director 5.0 0.0 X 0 0 0 WILLIAM H WILLIS Vice Chairman Region I 5.0 0.0 X X 0 0 0 JOHN C SYMES Board of Director 5.0 0.0 X 0 0 0 Steven J Allwine Board of Director 5.0 0.0 X 0 0 0 Brian Hamilton Chairman Government Relations 5.0 0.0 X X 0 0 0 Stan Masamitsu Board of Director 5.0 0.0 X 0 0 0 DAVID B PENSKE Board of Director 5.0 0.0 X 0 0 0 W CARROLL SMITH Board of Director 5.0 0.0 X 0 0 0 TAMARA C DARVISH Board of Director 5.0 0.0 X 0 0 0 Mark Birdnow Board of Director 5.0 0.0 X 0 0 0 Wesley L Lutz Chairman Dealership Operation 5.0 0.0 X X 0 0 0 MARCY H MAGUIRE Board of Director 5.0 0.0 X 0 0 0 DON CHALMERS Chairman Industry Relations 5.0 0.0 X X 0 0 0 Mark N Scarpelli Chairman Regulatory Affairs 5.0 0.0 X X 0 0 0 DAVID L COX Board of Director 5.0 0.0 X 0 0 0 DAVID SHEPHERD Vice Chairman Region III 5.0 0.0 X X 0 0 0 JACK KAIN Board of Director 5.0 0.0 X 0 0 0 Dennis Gaudet Board of Director 5.0 0.0 X 0 0 0 DAVID K WILLIAMS JR Board of Director 5.0 0.0 X 0 0 0 Dan Mullins Board of Director 5.0 0.0 X 0 0 0 AJ M OUSTALET III Board of Director 5.0 0.0 X 0 0 0 Joel Oustalet Board of Director 5.0 0.0 X 0 0 0 JAMES R MARSH Board of Director 5.0 0.0 X 0 0 0 WILLIAM C FOX Vice Chairman 5.0 0.0 X X 0 0 0 NEALE A KUPERMAN Board of Director 5.0 0.0 X 0 0 0 DONOVAN A BERTSCH Chairman Convention Committee 5.0 0.0 X X 0 0 0 CLIFTON C GOODWIN III Board of Director 5.0 0.0 X 0 0 0 H DOUGLAS KNUST Board of Director 5.0 0.0 X 0 0 0 TED RUSSELL Board of Director 5.0 0.0 X 0 0 0 MARLENE HOLLENBACK Board of Director 5.0 0.0 X 0 0 0 RICHARD STEPHENS Chairman Public Affairs 5.0 0.0 X X 0 0 0 RICHARD P GREINER JR Board of Director 5.0 0.0 X 0 0 0 MICHELLE PRIMM Board of Director 5.0 0.0 X 0 0 0 DONALD P HICKS Vice Chairman Region IV 5.0 0.0 X X 0 0 0 RICHARD S GENTHE Board of Director 5.0 0.0 X 0 0 0 JAMES A AUFFENBERG JR Board of Director 5.0 0.0 X 0 0 0 DESMOND A ROBERTS Board of Director 5.0 0.0 X 0 0 0 Greg Galpin Board of Director 5.0 0.0 X 0 0 0 Donald E Sudbay Jr Board of Director 5.0 0.0 X 0 0 0 William F Reineke Jr Board of Director 5.0 0.0 X 0 0 0 Chris Hurd Board of Director 5.0 0.0 X 0 0 0 Eric Jorgensen Chairman American Truck Deale 5.0 0.0 X X 0 0 0 Jeff Aiosa Board of Director 5.0 0.0 X 0 0 0 John Emerson Board of Director 5.0 0.0 X 0 0 0 Paul Walser Board of Director 5.0 0.0 X 0 0 0 Lynn H Thompson Board of Director 5.0 0.0 X 0 0 0 Kirtlund Frye Board of Director 5.0 0.0 X 0 0 0 Sidney B DeBoer Board of Director 5.0 0.0 X 0 0 0 Michael B Smith Board of Director 5.0 0.0 X 0 0 0 Charles Gilchrist Board of Director 5.0 0.0 X 0 0 0 Kirk Schneider Board of Director 5.0 0.0 X 0 0 0 William Shearer Board of Director 5.0 0.0 X 0 0 0 Bruce M Farrell Board of Director 5.0 0.0 X 0 0 0 Karen Miskimins board of director 5.0 0.0 X 0 0 0 Ramsey T Way board of director 40.0 0.0 X 0 0 0 ROBERT HUDSON BOARD OF DIRECTOR 5.0 0.0 X 0 0 0 ANDREW D KOBLENZ VP AND GENERAL COUNSEL 40.0 0.0 X 562082 123384 58785 Peter K Welch President 40.0 0.0 X 664866 390477 52046 Joseph L Cowden executive vp/coo/cfo 40.0 0.0 X 223624 434094 52787 JOHN R LYBOLDT vp dealer services 40.0 0.0 X 310917 0 45354 STEPHEN R PITT vp conventions 40.0 0.0 X 298033 0 33452 MICHAEL T REGAN vp industry affairs 40.0 0.0 X 315424 0 57066 JAMES C MINNIS ASSOCIATE GENERAL COUNSEL 0.0 40.0 X 0 296970 46789 Jonathan A Collegio vp public affairs 40.0 0.0 X 257531 0 26151 Ivette Rivera Hayes vp legislative affairs 40.0 0.0 X 338342 0 41615 Paul D Metrey chief regulatory counsel 0.0 40.0 X 0 299058 51468 2970819 1543983 465513 54 false true false INFORMATION VIDEO INC 63 VIA PICO PLAZA 475 SAN CLEMENTE CA 92672 MEDIA SERVICES 362920 EXPERIENT INC 5202 PRESIDENTS CT SUITE 310 FREDERICK MD 21703 CONVENTION RELATED 183968 JOHNSON CUSTOM STRATEGIES INC 640 W PUTNAM AVENUE GREENWICH CT 06830 INVESTMENT SERVICES 182116 COMPASS ASSOCIATES 1951 GIBSONVILLE OSSIPEE RD ELON NC 27244 STRATEGIC PLANNING 181066 PRIME POLICY GROUP 1110 VERMONT AVENUE NW STE 1000 WASHINGTON DC 20005 LOBBYING SERVICES 151725 12 0 CONVENTION AND EXPOSITION 900099 14414674 14414674 MANAGEMENT SERVICES 611600 14758585 14758585 PUBLICATIONS 900099 3466144 3466144 MEMBER DUES 541900 5054082 5054082 SPONSORSHIP/ADVERTISING 900099 1329799 783212 546587 39023284 15313502 15313502 0 4795861 4795861 0 0 0 18226553 16540748 1685805 1685805 1685805 0 0 0 0 60818452 38476697 546587 21795168 0 0 0 0 2237269 0 12346952 0 4140029 0 0 303154 8610 0 0 208533 3391190 1009207 2910970 6028141 0 1499256 3631962 0 2885481 0 940391 186934 116705 COMMISSIONS 1492115 EQUIPMENT RENTAL 3165517 CORPORATE OVERHEAD 3351174 TAXES 92916 303047 50249553 2081681 1862681 399 399 0 0 3231949 3373410 0 0 0 0 0 0 0 0 615766 726431 2697739 1021930 1190861 1675809 130227318 133823928 12923912 19128754 0 0 0 0 1286374 2133832 151558260 162725244 5143943 6277679 0 0 6153124 7912264 0 0 0 0 0 0 0 0 0 0 5238277 7021731 16535344 21211674 X 135022916 141513570 0 0 0 0 135022916 141513570 151558260 162725244 10568899 -4078245 X false true X true false false false true 5054082 3226525 -1714983 1511542 3973057 -2461515 0 GOVERNMENT RELATIONS PROTECTS DEALER INTERESTS BEFORE THE U.S. 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. 706385 706385 167936 144285 23651 1823418 877645 945773 1675809 HEDGE FUNDS CITADEL KENSINGTON 11347455 F HEDGE FUNDS TACONIC 7781299 F 19128754 0 PAYABLE - RELATED ORGANIZATION 7021731 7021731 X 56740207 -4078245 -4078245 60818452 60818452 50249553 50249553 50249553 financial footnote regarding fin 48 (asc 740) 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 financial statements. As of December 31, 2014, and 2013, 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 December 31, 2011 through the current year remain open for examination by federal and state tax authorities. North America Investments n/a 11347455 Central America and the Caribbean Investments n/a 7781299 19128754 19128754 false false false false false false X X X true true X X X false true false ANDREW D KOBLENZ VP AND GENERAL COUNSEL 484076 106261 41000 9000 37006 8123 18122 3978 30082 6603 610286 133965 0 0 JOHN R LYBOLDT vp dealer services 296180 0 10000 0 4737 0 22100 0 23254 0 356271 0 0 0 STEPHEN R PITT vp conventions 258324 0 25000 0 14709 0 22100 0 11352 0 331485 0 0 0 MICHAEL T REGAN vp industry affairs 292860 0 20000 0 2564 0 22100 0 34966 0 372490 0 0 0 JAMES C MINNIS ASSOCIATE GENERAL COUNSEL 0 270332 0 25000 0 1638 0 22100 0 24689 0 343759 0 0 Peter K Welch President 546279 320831 81349 47776 37238 21870 13923 8177 18866 11080 697655 409734 0 0 Jonathan A Collegio vp public affairs 226704 0 30000 0 827 0 0 0 26151 0 283682 0 0 0 Ivette Rivera Hayes vp legislative affairs 306100 0 30000 0 2242 0 22100 0 19515 0 379957 0 0 0 Paul D Metrey chief regulatory counsel 0 270081 0 25000 0 3977 0 22100 0 29368 0 350526 0 0 Joseph L Cowden executive vp/coo/cfo 184714 358562 25500 49500 13410 26032 7514 14586 10434 20253 241572 468933 0 0 PART I, QUESTION 1 CERTAIN DIRECTORS ARE REIMBURSED FOR FIRST CLASS AIRFARE TO ATTEND BOARD OR COMMITTEE MEETINGS. NADA HAS A HEALTH AND WELLNESS PLAN. PART I, QUESTION 4B NADA HAS A QUALIFIED DEFERRED COMPENSATION PLAN FOR KEY EMPLOYEES. IN ADDITION, A SUBSIDIARY ENTITY HAS A NONQUALIFIED DEFERRED COMPENSATION PLAN. OFFICERS OF NADA PARTICIPATE IN THEIR APPROPRIATE PLAN. FORM 990 PART VI SECTION A QUESTION 6 AND 7 MEMBERS OF THE NADA BOARD OF DIRECTORS REPRESENT STATES OR DISTRICTS AND ARE ELECTED TO SERVE ON THE NADA BOARD BY A VOTE OF THE NADA MEMBERS LOCATED WITHIN THEIR RESPECTIVE STATES OR DISTRICTS. FORM 990 PART VI SECTION B QUESTION 11A 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 TREASURER) FOR THEIR REVIEW. FORM 990 PART VI SECTION B QUESTION 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 QUESTION 15 A,B NADA HAS A COMPENSATION COMMITTEE COMPRISED OF DIRECTORS/OFFICERS THAT REVIEW EXECUTIVE SALARIES ANNUALLY. FORM 990 PART VI SECTION C QUESTION 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990 PAGE 2 PART III QUESTION 4D GOVERNMENT RELATIONS - PROTECTS DEALER INTERESTS BEFORE THE U.S. 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. TRANSACTIONS WITH RELATED ORGANIZATION EXEMPT RENTAL AND ROYALTY REVENUE, UNDER SECTION 512(B)(13)(E) OF THE INTERNAL REVENUE CODE, AN EXEMPT ORGANIZATION RECEIVING CERTAIN QUALIFIED SPECIFIED PAYMENTS (I.E. RENTS OR REAL ESTATE, ROYALTIES, INTEREST AND ANNUITIES) FROM ITS CONTROLLED SUBSIDIARY MAY EXCLUDE SOME OR ALL OF SUCH PAYMENTS FROM ITS UNRELATED BUSINESS TAXABLE INCOME. DEALERS ELECTION ACTION COMMITTEE 8400 WESTPARK DRIVE MCLEAN VA 22102 546154586 LOBBYING 527 N/A NADA true NADA EMPLOYEE HEALTH BENEFIT PLAN 8400 WESTPARK DRIVE MCLEAN VA 22102 521253647 HEALHCARE 501(c)(9) N/A NADA true NADA SERVICES CORPORATION 8400 WESTPARK DRIVE MCLEAN VA 22102 530114728 PUBLISHING DE NADA C CORP 10872343 46882755 1.00000 true NADA RETIREMENT ADMINISTRATORS INC 8400 WESTPARK DRIVE MCLEAN VA 22102 200102939 ADMIN DE NADASC C CORP 3739337 6931559 1.00000 true nat'l auto dealers assoc indemnity inc 8400 WESTPARK DRIVE MCLEAN VA 22102 841424429 INSURANCE DE NADASC C CORP true NAISA 8400 WESTPARK DRIVE MCLEAN VA 22102 541044983 INSURANCE DE NADASC C CORP true true false false false false true false false false false true true false false false true true false false PAYMENTS FROM NADA SERVICES CORPORATION a 2960119 ACCRUAL PAYMENTS TO NADA SERVICES CORPORATION a 1497166 ACCRUAL PAYMENTS TO NADA SERVICES CORPORATION P 1563361 ACCRUAL PAYMENTS TO AFFILIATES p 940391 ACCRUAL PAYMENTS FROM NADA SERVICES CORPORATION q 876000 ACCRUAL PAYMENTS FROM NADA SERVICES CORPORATION f 7000000 ACCRUAL