2014-11-04T07:58:02-06:00 2013-12-31 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2013-01-01 752262836 AUTOMOTIVE OIL CHANGE ASSOCIATION INC AUTO 3123215132 330 N WABASH SUITE 2000 CHICAGO IL 60611 MEREDITH YOUNG EXECUTIVE DIRECTOR 3123215132 2014-10-10 1 GREGORY S ADAMS P00095597 6305738600 2013 2015-11-30 17:44:51Z MEREDITH YOUNG 330 N WABASH CHICAGO IL 60611 999632 0 X WWW.AOCA.ORG X 1988 TX TO PROVIDE MEMBERS WITH THE BUSINESS TOOLS, RESOURCES AND EDUCATION TO PROFESSIONALLY AND SUCCESSFULLY DELIVER CONVENIENT AUTOMOTIVE OIL CHANGES AND OTHER PREVENTIVE MAINTENANCE SERVICES 9 9 0 30 4500 0 359835 348728 467673 610345 3700 6574 31704 33985 862912 999632 74691 0 0 0 170680 1025 0 0 0 635552 844502 880923 845527 -18011 154105 428552 565114 304463 264614 124089 300500 TO PROVIDE MEMBERS WITH THE BUSINESS TOOLS, RESOURCES AND EDUCATION TO PROFESSIONALLY AND SUCCESSFULLY DELIVER CONVENIENT AUTOMOTIVE OIL CHANGES AND OTHER PREVENTIVE MAINTENANCE SERVICES 0 0 TO PROVIDE INDUSTRY SPECIFIC INFORMATION TO MEMBERS REGARDING ENVIRONMENTAL AND TECHNICAL REGULATIONS. THIS IS DONE THROUGH EDUCATION, NETWORKING AND REGULATORY SUPPORT. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 12 0 0 1 1 1 0 0 0 0 0 X 9 9 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MEREDITH YOUNG 3123215132 330 N WABASH AVE STE 2000 CHICAGO IL 60611 JIM GRANT PRESIDENT 1.50 X X 0 0 0 HAROLD SMITH VICE PRESIDENT 1.50 X X 0 0 0 BOB FALTER TREASURER/FINANCE CHAIR 1.50 X X 0 0 0 LEN MINCO SECRETARY 1.50 X X 0 0 0 AMBER KOSSAK DIRECTOR 1.50 X 0 0 0 JEFF MALICOTE DIRECTOR 1.50 X 0 0 0 SCOTTI LEE DIRECTOR 1.50 X 1025 0 0 ADAM STURDIVANT DIRECTOR 1.50 X 0 0 0 DAVE JENSEN DIRECTOR 1.50 X 0 0 0 1025 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 330 N WABASH CHICAGO IL 60611 MANAGEMENT SERVICES 422207 0 348728 348728 CONVENTIONS 900099 436422 436422 EDUCATION 900099 89443 89443 GOVERNMENT AFFAIRS 900099 84480 84480 610345 6574 6574 MYSTERY SHOPPER PROGRA 900099 17364 17364 NEWSLETTER AND WEBSITE 541800 11834 7334 4500 MISCELLANEOUS PRODUCT 900099 4787 4787 33985 999632 639830 4500 6574 1025 340853 13338 15160 58513 25442 34844 13671 24719 22020 215594 22328 1821 BANK FEES 18927 DUES, PROFESSIONAL FEES 12899 PUBLICATIONS EXPENSE 11887 MYSTERY SHOPPER EXPENSE 11649 837 845527 29203 235454 90768 19519 5667 874 11591 281759 310461 4488 1941 1941 428552 565114 143477 35593 160986 229021 304463 264614 X 124089 296970 3530 124089 300500 428552 565114 154105 22306 0 X X 0 1 X 1 0 0 X PART X, LINE 2: AOCA IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC). AOCA IS SUBJECT TO INCOME TAXES ON ITS UNRELATED BUSINESS INCOME. THERE WERE NO TAXES OWED FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012. THE ASSOCIATION FOLLOWS THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ASSOCIATION HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2013 AND 2012. THE FEDERAL AND STATE TAX RETURNS OF AOCA AND THE FUND FOR 2010, 2011, AND 2012 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THE DATE THEY WERE FILED. FORM 990, PART VI, SECTION A, LINE 3 SMITHBUCKLIN CORPORATION IS A MANAGEMENT COMPANY WHICH MANAGES ALL ASPECTS OF THE ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS AND POLICIES. OPERATIONS MAY INCLUDE BUT ARE NOT LIMITED TO ADMINISTRATION, MEMBERSHIP, FINANCE AND ACCOUNTING, CONVENTION/TRADESHOW/MEETING PLANNING, EDUCATION, MARKETING, INFORMATION TECHNOLOGY AND GOVERNMENT RELATIONS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO CLASSES OF MEMBERS, REGULAR AND ASSOCIATE. BOTH REGULAR MEMBERS AND ASSOCIATE MEMBERS ARE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A SEE EXPLANATION FOR PART VI, SECTION A, LINE 6 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE, AND THEN PRESENTED TO THE BOARD MEMBERS WITH COMMENTS FOR APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, PRINCIPAL OFFICERS AND COMMITTEE MEMBERS MUST DISCLOSE ANY CONFLICT OF INTEREST, INCLUDING ALL MATERIAL FACTS, TO THE DIRECTORS AND COMMITTEE MEMBERS WHO WILL THEN DECIDE IF A CONFLICT OF INTEREST EXISTS AND TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, IF NECESSARY. ON AN ANNUAL BASIS, EACH DIRECTOR, PRINCIPAL OFFICER AND COMMITTEE MEMBER SHALL DISCUSS THE CONFLICT OF INTEREST POLICY AND DELCARE ANY CONFLICT AT THAT TIME. ON AN ANNUAL BASIS, EACH DIRECTOR, PRINCIPAL OFFICER AND COMMITTEE MEMBER SHALL ORALLY AGREE TO COMPLY WITH THE POLICY AND AFFIRM THAT HE/SHE UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XI, LINE 2C THE ASSOCIATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AOCA SCHOLARSHIP FUND 1701 N GREENVILLE AVE 404 RICHARDSON TX 75081 752727616 SCHOLARSHIPS TX 501(C)(3) 9 AUTOMOTIVE OIL CHANGE ASSOCIATION INC 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0