FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOC (EIN 39-1719902)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-11
- IRS object ID
- 201302849349301405
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-10-11T16:13:23-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5946 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537050946 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391719902 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION OF THE WISCONSIN AUTO & | BusinessNameLine1 |
| Business Name Line2 | TRUCK DEALERS ASSOCIATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FOUN | NameControl |
| Phone | 6082515577 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E GILMAN STREET NO A | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53703 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM SEPIC | Name |
| Title | PRESIDENT | Title |
| Phone | 6082515577 | Phone |
| Date Signed | 2013-09-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES G GRAHAM | Name |
| PTIN | P00006111 | PTIN |
| Phone | 6088332612 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM SEPIC | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E GILMAN ST SUITE A | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53703 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1719748 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WATDA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 96 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1103804 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 959851 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 9269 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2682 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -99620 | OtherRevenuePriorYear |
| Other Revenue Current Year | -109117 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1013453 | TotalRevenuePriorYear |
| Total Revenue Current Year | 853416 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 377457 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 398657 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 102444 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 91437 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 83890 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 300543 | OtherExpensePriorYear |
| Other Expenses Current Year | 238706 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 780444 | TotalExpensesPriorYear |
| Total Expenses Current Year | 728800 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 233009 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 124616 | RevenuesLessExpensesCY |
| Total Assets BOY | 2138756 | TotalAssetsBOY |
| Total Assets EOY | 2394354 | TotalAssetsEOY |
| Total Liabilities BOY | 238322 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 189167 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1900434 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2205187 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 356210 | Expense |
| Grants | 307857 | Grants |
| Description | TRANSPORTATION TECHNICIAN SCHOLARSHIPS ARE AWARDED TO STUDENTS WHO HAVE SUCCESSFULLY QUALIFIED THROUGH OUR OPEN ENROLLMENT PROCESS. THIS PROCESS GIVES EACH APPLICANT THE OPPORTUNITY TO TEST THEIR TECHNICAL AND ACADEMIC APTITUDE TO DETERMINE THEIR INDIVIDUAL CAREER ABILITIES. IN 2012, WE ASSISTED 102 APPLICANTS THROUGH THIS PROCESS AND AWARDED ONE AND TWO YEAR SCHOLARSHIPS TOTALING AN ESTIMATED $308,000 (INCLUDING $209,000 IN DONATED AUTOMOTIVE TOOL SETS) TO TRANSPORTATION TECHNOLOGY STUDENTS ATTENDING 14 OF THE 16 WISCONSIN'S TECHNICAL COLLEGES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 33115 | Expense |
| Description | CAREER AWARENESS PROGRAMMING SERVED JUST OVER 12,000 STUDENTS AT 15 PRESENTATION SITES THROUGHOUT WISCONSIN. ATTENDEES AND FAMILIES WERE INTRODUCED TO THE VARIETY OF WORK OPPORTUNITIES AVAILABLE AT INDIVIDUAL DEALERSHIPS AS WELL AS THE EDUCATION BASE REQUIRED TO OBTAIN THEM. THIS PROGRAM ALSO PROVIDES STUDENTS WITH INFORMATION ON SUCCESSFUL JOB SEARCH AND INTERVIEW TECHNIQUES, WHICH THEY CAN APPLY TO AN OPPORTUNITY IN THEIR EMPLOYMENT SEARCH.WE ALSO CONDUCT TWO TEACHER CERTIFICATION INSTITUTES FOR TRANSPORTATION TECHNOLOGY TEACHERS TO ASSIST THEM IN MAINTAINING PROFESSIONAL STATUS. THE 2012 TEACHERS INSTITUTES PROVIDED 2,880 PROFESSIONAL CREDIT HOURS TO PARTICIPANTS REPRESENTING 60% OF ALL TRANSPORTATION EDUCATION CLASSROOMS IN WISCONSIN. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 18509 | Expense |
| Description | THE WISCONSIN AUTOMOTIVE YOUTH EDUCATION SYSTEM (AYES) HAS BEEN IN OPERATION SINCE 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. OUR AYES PROGRAM CONTINUES ITS SERVICES TO THE 14 ACTIVE HIGH SCHOOL AND CO-OP SITES THROUGHOUT WISCONSIN. THIS PROGRAM SERVED 1,784 YOUNG PEOPLE THROUGH ITS 14 COOPERATING HIGH SCHOOLS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 104423 | Expense |
| Grants | 90800 | Grants |
| Description | OTHER PROGRAM SERVICES INCLUDE: MARKETING & SALES EDUCATION, HIGH SCHOOL & TECH COLLEGE COMPETITIONS, AND COMMUNITY OUTREACH MATCHING GRANTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 104423 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 90800 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 512257 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATT LAVOLD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6082515577 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E GILMAN SUITE A | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537031441 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JOHN AMATO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAN TOYCEN | ||||||
| PAST CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X |
| BRYAN ALBRECHT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANDY GINGER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FRANK HALLADA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JIM EDEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAN EWALD | ||||||
| SECRETARY/TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| WILLIAM KOLOSSO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES LECHER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN J LUY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK OLINYK | ||||||
| CHAIRMAN ELECT | 1.00 | X | 0 | 0 | 0 | X |
| ANDREW PALMEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL SCHLOSSMANN | ||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X |
| ROBERT SORRENTINO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JUDITH HOLZ STATHAS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK TOUSIGNANT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JASON VANCE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DENNIS WORTHY | ||||||
| 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 | |
| WILLIAM SEPIC | ||||||
| PRESIDENT | 10.00 | 0 | 240892 | 45927 | X | |
| MATT LAVOLD | ||||||
| ASSOCIATION CFO-CONTROLLER | 10.00 | 0 | 98632 | 9266 | X | |
| GARY BEIER | ||||||
| VP - FOUNDATION | 40.00 | 85711 | 0 | 31107 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 85711 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 339524 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 86300 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 190875 | FundraisingEvents |
| Related Organizations | 125323 | RelatedOrganizations |
| All Other Contributions | 643653 | AllOtherContributions |
| Noncash Contributions | 217851 | NoncashContributions |
| Total Contributions | 959851 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36400 | TotalRevenueColumn |
| Exclusion | $36,400 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 628092 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 661810 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -33718 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -33718 | TotalRevenueColumn |
| Exclusion | -$33,718 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 95405 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 190875 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 204522 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -109117 | TotalRevenueColumn |
| Exclusion | -$109,117 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 853416 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$106,435 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90800 | Total |
| Program Services | 90800 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 307857 | Total |
| Program Services | 307857 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91437 | Total |
| Management And General | 91437 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149942 | Total |
| Program Services | 64234 | ProgramServices |
| Management And General | 17764 | ManagementAndGeneral |
| Fundraising | 67944 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7600 | Total |
| Management And General | 7600 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6337 | Total |
| Management And General | 6337 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31378 | Total |
| Program Services | 28930 | ProgramServices |
| Management And General | 2448 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2890 | Total |
| Program Services | 2282 | ProgramServices |
| Management And General | 205 | ManagementAndGeneral |
| Fundraising | 403 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7000 | Total |
| Program Services | 2800 | ProgramServices |
| Management And General | 2100 | ManagementAndGeneral |
| Fundraising | 2100 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15014 | Total |
| Program Services | 8177 | ProgramServices |
| Management And General | 1586 | ManagementAndGeneral |
| Fundraising | 5251 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5455 | Total |
| Program Services | 2086 | ProgramServices |
| Management And General | 742 | ManagementAndGeneral |
| Fundraising | 2627 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1075 | Total |
| Program Services | 331 | ProgramServices |
| Management And General | 408 | ManagementAndGeneral |
| Fundraising | 336 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OUTSIDE SERVICES | 5853 | 2500 | 466 | 2887 |
| TELEPHONE | 2711 | 1662 | 634 | 415 |
| PRINTING | 1311 | 1311 | ||
| MISCELLANEOUS EXPENSE | 1016 | 598 | 418 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1124 | Total |
| Management And General | 508 | ManagementAndGeneral |
| Fundraising | 616 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 728800 | Total |
| Program Services | 512257 | ProgramServices |
| Management And General | 132653 | ManagementAndGeneral |
| Fundraising | 83890 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 233575 | BOY |
| EOY | 224817 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 470896 | BOY |
| EOY | 491638 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6880 | BOY |
| EOY | 5259 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1427405 | BOY |
| EOY | 1672640 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2138756 | BOY |
| EOY | 2394354 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4067 | BOY |
| EOY | 5141 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79500 | BOY |
| EOY | 53500 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154755 | BOY |
| EOY | 130526 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 238322 | BOY |
| EOY | 189167 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 326416 | BOY |
| EOY | 508866 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 413028 | BOY |
| EOY | 521907 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1160990 | BOY |
| EOY | 1174414 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1900434 | BOY |
| EOY | 2205187 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2138756 | BOY |
| EOY | 2394354 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 124616 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 214679 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -34542 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 759367 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 782905 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 782671 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1103804 | CurrentTaxYearMinus1Year |
| Current Tax Year | 959851 | CurrentTaxYear |
| Total | 4388598 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 759367 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 782905 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 782671 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1103804 | CurrentTaxYearMinus1Year |
| Current Tax Year | 959851 | CurrentTaxYear |
| Total | 4388598 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1561662 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2826936 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36342 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27137 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28175 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34414 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36400 | CurrentTaxYear |
| Total | 162468 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4551066 | TotalSupport |
| Public Support Pertcentage170 | 0.62120 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.59440 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1086176 | BeginningOfYearBalance |
| Contributions | 46000 | Contributions |
| Investment Earnings Or Losses | 45551 | InvestmentEarningsOrLosses |
| Other Expenditures | 250 | OtherExpenditures |
| End Of Year Balance | 1177477 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1011250 | BeginningOfYearBalance |
| Contributions | 82850 | Contributions |
| Investment Earnings Or Losses | -7424 | InvestmentEarningsOrLosses |
| Other Expenditures | 500 | OtherExpenditures |
| End Of Year Balance | 1086176 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 962493 | BeginningOfYearBalance |
| Contributions | 10000 | Contributions |
| Investment Earnings Or Losses | 40257 | InvestmentEarningsOrLosses |
| Other Expenditures | 1500 | OtherExpenditures |
| End Of Year Balance | 1011250 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 878451 | BeginningOfYearBalance |
| Contributions | 13100 | Contributions |
| Investment Earnings Or Losses | 72442 | InvestmentEarningsOrLosses |
| Other Expenditures | 1500 | OtherExpenditures |
| End Of Year Balance | 962493 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 949413 | BeginningOfYearBalance |
| Contributions | 21420 | Contributions |
| Investment Earnings Or Losses | -90382 | InvestmentEarningsOrLosses |
| Other Expenditures | 2000 | OtherExpenditures |
| End Of Year Balance | 878451 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.89340 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.10660 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO WATDA | $54,576 |
| SCHOLARSHIPS PAYABLE | $75,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 130526 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 1231738 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 214679 | NetUnrealizedGainsInvestments |
| Other Revenues | 204522 | OtherRevenues |
| Revenue Not Rptd F990 | 419201 | RevenueNotRptdF990 |
| Revenue Subtotal | 812537 | RevenueSubtotal |
| Investment Expenses Not Included | 6337 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 34542 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 40879 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 853416 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 926985 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 204522 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 204522 | ExpensesNotRptdF990 |
| Expenses Subtotal | 722463 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 6337 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 6337 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 728800 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIPS AND GENERAL OPERATIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | 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, 2012 AND 2011, THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EVENT EXPENSES 204,522. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSSES FROM UNCOLLECTIBLE PLEDGES 34,542. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EVENT EXPENSES 204,522. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CHARITY GALA | NameOfEvent1 |
| Gross Receipts Event1 | 286280 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 190875 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 95405 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 118798 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 14998 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 70726 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 286280 | GrossReceiptsTotal |
| Charitable Contributions Total | 190875 | CharitableContributionsTotal |
| Gross Revenue Total Events | 95405 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 118798 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 14998 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 70726 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 204522 | DirectExpenseSummaryEvents |
| Net Income Summary | -109117 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNIOR ACHIEVEMENT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11111 W LIBERTY DR | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53224 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 390826295 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 81750 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | GENERAL OPERATIONS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | TECHNICIAN SCHOLARSHIP AWARDS | TypeOfGrant |
| Number Of Recipients | 117 | NumberOfRecipients |
| Amount Of Cash Grant | 98492 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 209365 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | AUTOMOTIVE TOOL SETS | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WILLIAM SEPIC | NamePerson |
| Title | PRESIDENT | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 222686 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 2400 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 15806 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 21548 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 24379 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 286819 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 3 | ReturnReference |
| Explanation | THE ORGANIZATION RELIES ON WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION, INC., A RELATED 501(C)(6) ORGANIZATION, TO ESTABLISH THE COMPENSATION FOR ITS EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE PROVIDES INPUT DURING THE BUDGET PREPARATION PROCESS AND APPROVES THE ANNUAL OPERATING BUDGET. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 495 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | AUTO TOOL SETS | Description |
| Number Of Contributions | 65 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 209365 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 | TEN VOTING MEMBERS OF THE BOARD OF THE DIRECTORS SHALL BE ELECTED BY MAJORITY VOTE OF THE BOARD OF DIRECTORS. | |
| 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 | JOHN AMATO - 8301 N. 76TH ST., MILWAUKEE, WI 53223. DAN TOYCEN - 1115 MARTIN ROAD, P.O. BOX 27, BLOOMER, WI 54724. BRYAN ALBRECHT - 3520 30TH AVENUE, KENOSHA, WI 53144. 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. JAMES LECHER - W140 N7975 LILLY RD, MENOMONEE FALLS, WI 53051. JOHN J. LUY - 777 E. WISCONSIN AVENUE, P.O. BOX 672, MILWAUKEE, WI 53201. MARK OLINYK - 1765 PARK AVENUE, PLOVER, WI 54467. ANDREW PALMEN - 5431 75TH STREET, KENOSHA, WI 53142. MICHAEL SCHLOSSMANN - 19100 W. CAPITOL DRIVE, BROOKFIELD, WI 53045. ROBERT SORRENTINO - 5100 EASTPARK BLVD, SUITE 210, MADISON, WI 53718. JUDITH HOLZ STATHAS - W136 S7646 FAIRFIELD, MUSKEGO, WI 53150. MARK TOUSIGNANT - 770 N. WATER ST., NW-19, MILWAUKEE, WI 53201. JASON VANCE - 5252 HWY 93, EAU CLAIRE, WI 54701. DENNIS WORTHY - 561 27TH STREET, CALEDONIA, WI 53108. LEONEL BAIRD - 822 W. FOND DU LAC ST. PO BOX 347, RIPON, WI 54971. GLENN PENTLER - 2111 N. MAYFAIR RD. PO BOX 26319, MILWAUKEE, WI 53226. GARY BEIER - 150 EAST GILMAN ST, STE A, MADISON, WI 53703. | CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| FORM 990, PART XI, LINE 9: | LOSSES FROM UNCOLLECTIBLE PLEDGES -34,542. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THERE WAS NO CHANGE FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5345 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390711650 | EIN |
| Primary Activities | THE ADVANCEMENT OF INTERESTS FOR AUTO & TRUCK DEALERS | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 501(C)(6) | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC | ||
| C | 125323 | COST |
| WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC | ||
| P | 191055 | COST |