WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC (EIN 39-0711650)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-14
- IRS object ID
- 201212279349301916
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-14T11:19:38-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390711650 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN AUTOMOBILE AND TRUCK | BusinessNameLine1 |
| Business Name Line2 | DEALERS ASSOCIATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WISC | NameControl |
| Phone | 6082515577 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5345 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53705 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM SEPIC | Name |
| Title | PRESIDENT | Title |
| Phone | 6082515577 | Phone |
| Date Signed | 2012-08-13 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | POBOX 5345 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3412040 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.WATDA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1928 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | ORGANIZED FOR THE PURPOSE OF ADVANCEMENT OF INTERESTS FOR AUTO & TRUCK DEALERS AND TO PROVIDE CONTINUING EDUCATION & OTHER SERVICES TO MEMBERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 24 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 1549186 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 36688 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 40818 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 79033 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3534265 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2849686 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 179639 | InvestmentIncomePriorYear |
| Investment Income Current Year | 101935 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 21346 | OtherRevenuePriorYear |
| Other Revenue Current Year | 174977 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3776068 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3205631 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 155101 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 130111 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2155754 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1732253 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1362272 | OtherExpensePriorYear |
| Other Expenses Current Year | 1164895 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3673127 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3027259 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 102941 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 178372 | RevenuesLessExpensesCY |
| Total Assets BOY | 4869027 | TotalAssetsBOY |
| Total Assets EOY | 4980941 | TotalAssetsEOY |
| Total Liabilities BOY | 1738687 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1811604 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3130340 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3169337 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ORGANIZED FOR THE PURPOSE OF ADVANCEMENT OF INTERESTS FOR AUTO & TRUCK DEALERS AND TO PROVIDE CONTINUING EDUCATION & OTHER SERVICES TO MEMBERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | MEMBER SERVICES - EXPENSES ON BEHALF OF MEMBERSHIP FOR GOVERNMENT AND INDUSTRY RELATIONS, RESEARCH, COUNSELING AND LEGAL ASSISTANCE; EDUCATION SEMINARS AND MATERIALS FOR MEMBERS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEMBERS CONFERENCES AND MEETINGS - REGIONAL MEETINGS THROUGHOUT WISCONSIN FOR FULL MEMBERSHIP | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXPENSES ALLOCATED TO WATDA SERVICES, INC., WATDA INSURANCE TRUST, FOUNDATION OF WATDA, AND WATDA INSURANCE CORPORATION - PROVIDE MANAGEMENT SERVICES TO THESE RELATED ORGANIZATIONS THAT PROVIDE MEMBERS WITH WATDA ENDORSED PRODUCTS AND SERVICES | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COMMUNICATIONS - PUBLIC RELATIONS EXPENDITURES, PREPARATION AND DISTRIBUTION OF REFERENCE MANUAL AND NEWSLETTER, AND INFORMATIONAL MAILINGS TO FULL MEMBERSHIP. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 | 0 | 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 | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 24 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| 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 |
| 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 EAST GILMAN STREETLEVEL A | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53703 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| FRANK PORTH | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| ERIC JORGENSEN | |||||||
| CHAIR ELECT | 1.00 | X | X | 0 | 0 | 0 | |
| KEN VANCE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS WEIGAND | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL TOYCEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BARBARA A ANDERSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD STOCKWELL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAMES TESSMER | |||||||
| SECRETARY/TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| JOHN R MCCOY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LAWRENCE M MEADE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RONALD J BOLDT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOSHUA JOHNSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WAYNE GROSS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LAVON FELTON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| TIMOTHY SHARON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID M CUENE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAMES FLOOD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PAUL SCHLAGENHAUF | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DONALD L LARSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN O'MALLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JIM OLSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DENNIS V TRECEK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT A CLAPPER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BRIAN EWALD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANDREW SCHLESINGER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM SEPIC | |||||||
| PRESIDENT | 40.00 | X | 192090 | 67177 | 45162 | ||
| MATT LAVOLD | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 35126 | 58531 | 8904 | ||
| MARY ANN GERRARD | |||||||
| LEGAL COUNSEL, LOBBYIST | 40.00 | 133242 | 0 | 20114 | X | ||
| CHRIS SNYDER | |||||||
| LEGAL COUNSEL, LOBBYIST | 40.00 | 87953 | 24885 | 24640 | X | ||
| RAY PEDERSEN | |||||||
| EXECUTIVE DIRECTOR FDTN | 40.00 | 0 | 102444 | 8473 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 448411 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 253037 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 107293 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 79033 | AllOtherContributions |
| Total Contributions | 79033 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| MANAGEMENT SERVICES | 561000 | 1494207 | 1494207 | ||
| MEMBERSHIP DUES | 900099 | 730447 | 730447 | ||
| ROYALTIES | 900099 | 275756 | $275,756 | ||
| STATISTIC SALES | 900099 | 177778 | 177778 | ||
| DEALER POINT NEWSP | 511110 | 54979 | 54979 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 116519 | TotalRevenueColumn |
| Related Or Exempt Function Income | 116519 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2849686 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45262 | TotalRevenueColumn |
| Exclusion | $45,262 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 251299 | Securities |
| Other | 11783 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 205111 | Securities |
| Other | 1298 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 46188 | Securities |
| Other | 10485 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 56673 | TotalRevenueColumn |
| Exclusion | $56,673 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET BOOK INCOME OF SUB | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 174977 | TotalRevenueColumn |
| Related Or Exempt Function Income | 174977 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 174977 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3205631 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1199721 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1549186 | UnrelatedBusinessRevenue |
| Exclusion | $377,691 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130111 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227216 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1170850 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114605 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111782 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107800 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51643 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25924 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97562 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10539 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91634 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 617 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86302 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215387 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83280 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38739 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58719 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56701 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17566 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| INCOME TAX EXPENSE | 15126 |
| COST OF SALES | 142504 |
| PRINTING AND POSTAGE | 67900 |
| REPAIRS AND MAINTENANCE | 54046 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50706 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3027259 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250 | BOY |
| EOY | 250 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 714533 | BOY |
| EOY | 707292 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 314491 | BOY |
| EOY | 186596 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28926 | BOY |
| EOY | 54393 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1870220 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 553410 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1210148 | BOY |
| EOY | 1316810 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1896339 | BOY |
| EOY | 1811252 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 684328 | BOY |
| EOY | 859303 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20012 | BOY |
| EOY | 45045 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4869027 | BOY |
| EOY | 4980941 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202187 | BOY |
| EOY | 235033 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 380413 | BOY |
| EOY | 438831 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1156087 | BOY |
| EOY | 1137740 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1738687 | BOY |
| EOY | 1811604 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2706927 | BOY |
| EOY | 2787525 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 423413 | BOY |
| EOY | 381812 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3130340 | BOY |
| EOY | 3169337 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4869027 | BOY |
| EOY | 4980941 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 178372 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -139375 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 1 | AgreeToCarryoverPriorYear |
| Dues Assessments | 730447 | DuesAssessments |
| Non Ded Lobby Political Current | 344105 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | 100972 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 445077 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 260751 | AggrAmtReportedInDuesNotices |
| Amount To Be Carried Over | 184326 | AmountToBeCarriedOver |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1162740 | OtherCostOrOtherBasis |
| Book Value | 1162740 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 707480 | OtherCostOrOtherBasis |
| Depreciation | 553410 | Depreciation |
| Book Value | 154070 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1316810 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WATDA SERVICES, INC | Description |
| Book Value | 859303 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 859303 | TotalOfBookValueSecurities |
| Total Revenue | 3205631 | TotalRevenue |
| Total Expenses | 3027259 | TotalExpenses |
| Excess Or Deficit For Year | 178372 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -139375 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -139375 | TotalAdjustments |
| Excess Or Deficit Per FS | 38997 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1471146 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -139375 | NetUnrealizedGainsInvestments |
| Other Revenues | 120634 | OtherRevenues |
| Revenue Not Rptd F990 | -18741 | RevenueNotRptdF990 |
| Revenue Subtotal | 1489887 | RevenueSubtotal |
| Other Revenues Not Included | 1715744 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1715744 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3205631 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1390548 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1390548 | ExpensesSubtotal |
| Other Expenses Not Included | 1636711 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1636711 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3027259 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ASSOCIATION 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 ASSOCIATION 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 WATDA 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, 2011 AND 2010, THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES. |
| PART XII LINE 2D - NET ASSETS RELEASED FROM RESTRICTION $ 120,634 4B - EXPENSES REIMBURSED $ 1,494,207 RESTRICTED CONTRIBUTIONS $ 79,033 COST OF SALES NETTED $ 142,504 TOTAL $ 1,715,744 PART XIII LINE 4B - EXPENSES REIMBURSED $ 1,494,207 COST OF SALES NETTED $ 142,504 TOTAL $ 1,636,711 |
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 | FOUNDATION OF THE WATDA ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 391719902 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 130111 | AmountOfCashGrant |
| 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 IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ASSOCIATION PROVIDED THE FOUNDATION $75,000 FOR GENERAL OPERATION EXPENSES. IN ADDITION THE ASSOCIATION AND FOUNDATION SHARE FACILITIES, EQUIPMENT AND EMPLOYEES. THE ASSOCIATION PROVIDED 55,111 OF UNREIMBURSED ADMINISTRATIVE AND GENERAL COSTS. THE FOUNDATION IS A RELATED TAX EXEMPT ORGANIZATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM SEPIC | |||||||||||||
| 161752 | 56567 | 0 | 0 | 30338 | 10610 | 17934 | 6272 | 15526 | 5430 | 225550 | 78879 | 0 | 0 |
| MARY ANN GERRARD | |||||||||||||
| 129637 | 0 | 1676 | 0 | 1929 | 0 | 10626 | 0 | 9488 | 0 | 153356 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - MONTHLY MADISON CLUB DUES OF $105 ARE PAID FOR WILLIAM SEPIC AND MARY ANN GERARD. THE CLUB IS USED 100% FOR BUSINESS PURPOSES, AND THEREFORE THE DUES ARE NOT TREATED AS TAXABLE COMPENSATION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS - AMOUNTS WERE PAID TO THE PRESIDENT FOR MOVING ALLOWANCES PER THE EMPLOYMENT AGREEMENT. |
| PART I, LINE 1B | THERE IS NO SPECIFIC WRITTEN POLICY FOR THE MADISON CLUB DUES. HOWEVER, IN PRACTICE, THE INDIVIDUAL EMPLOYEE WILL PROVIDE THE DUES INVOICES TO THE ASSOCIATION FOR PAYMENT. THE ASSOCIATION MAKES THE PAYMENT DIRECTLY TO THE MADISON CLUB UPON RECEIPT OF THE INVOICE. THE TAX INDEMNIFICATION AND GROSS-UP PAYMENT WAS MADE TO THE PRESIDENT PURSUANT TO THE EMPLOYMENT AGREEMENT. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI | FORM 990, PART VI, SECTION A, LINE 9: SEE LIST BELOW FOR CONTACT ADDRESSES. | |
| FORM 990, PART VI, SECTION A, LINE 2 | IT IS COMMON BUSINESS PRACTICE FOR ONE DEALER TO TRADE/EXCHANGE/SELL A MOTOR VEHICLE OR PARTS TO ANOTHER DEALER. DIRECTORS WORK FOR DEALER MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 6 | WATDA HAS MEMBERS WHO PAY ANNUAL DUES TO BE A MEMBER OF THE ASSOCIATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS IN EACH DISTRICT VOTE FOR THE BOARD MEMBER TO REPRESENT THEIR DISTRICT. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 WAS REVIEWED BY THE CFO-CONTROLLER AND THE PRESIDENT BEFORE BEING FINALIZED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | A. AS PART OF THE CEO TRANSITION IN 2008 THE ASSOCIATION UTILIZED A TASK FORCE MADE UP OF MEMBERS AND HIRED A SEARCH FIRM TO IDENTIFY AND SELECT A CANDIDATE. A MULTI-YEAR CONTRACT WAS THEN NEGOTIATED BETWEEN THE PRESIDENT AND THE ASSOCIATION. B. DURING THE BUDGET PROCESS, THE EXECUTIVE COMMITTEE AND THEN THE BOARD APPROVES A TOTAL COMPENSATION AMOUNT. EXECUTIVE MANAGEMENT TEAM THEN ALLOCATES THE APPROVED AMOUNT TO THE EMPLOYEES AND THE OVERALL ALLOCATION IS APPROVED BY THE PRESIDENT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST | |
| FORM 990, PART VII | FRANK PORTH - 510 S US HWY 141, CRIVITZ, WI 54114. ERIC JORGENSEN - 720 INDUSTRIAL COURT SUITE B, HARTLAND, WI 53029. KEN VANCE - 5252 STATE RD 93, EAU CLAIRE, WI 54701. THOMAS WEIGAND - N16622 SHORELINE DR, PEMBINE, WI 54156. DANIEL TOYCEN - 1115 MARTIN RD, BLOOMER, WI 54724. BARBARA A. ANDERSON - 424 W. INDUSTRIAL ROAD, ELLSWORTH, WI 54011. RICHARD STOCKWELL - 3636 E MILWAUKEE ST, JANESVILLE, WI 53546. JAMES TESSMER - 20445 W CAPITOL DRIVE, BROOKFIELD, WI 53008. JOHN R. MCCOY - PO BOX 8687, MADISON, WI 53708. LAWRENCE M. MEADE - PO BOX 454, WISCONSIN DELLS, WI 53965. RONALD J. BOLDT - 75 S OAK ST, PLATTEVILLE, WI 53818. JOSHUA JOHNSON - 15570 HWY 63, HAYWARD, WI 54843. WAYNE GROSS - 404 E DIVISION STREET, NEILLSVILLE, WI 54456. LAVON FELTON - 1225 NORTH MAIN, VIROQUA, WI 54665. TIMOTHY SHARON - 515 AMRON AVE, ANTIGO, WI 54409. DAVID M. CUENE - 1010 S MILITARY AVE, GREEN BAY, WI 54307. JAMES FLOOD - 815 S ROLLING MEADOWS, FOND DU LAC, WI 54937. PAUL SCHLAGENHAUF - 2326 W ST PAUL AVENUE, MILWAUKEE, WI 53233. DONALD L. LARSON - S3801 US HIGHWAY 12, BARABOO, WI 53913. JOHN O'MALLEY - 3405 W STEWART AVE, WAUSAU, WI 54401. JIM OLSON - 632 GREEN BAY RD, STURGEON BAY, WI 54235. DENNIS V. TRECEK - 1350 E. WISCONSIN, PORTAGE, WI 53901. ROBERT A. CLAPPER - 3601 E MILWAUKEE ST, JANESVILLE, WI 53546. BRIAN EWALD - 6319 S 108TH ST, FRANKLIN, WI 53132. ANDREW SCHLESINGER - 1500 W. SILVER SPRING DR, MILWAUKEE, WI 53209. | CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -139,375. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: THE AUDIT AND FINANCE COMMITTEE ARE RESPONSIBLE FOR THIS. THE POLICY DID NOT CHANGE. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE FOUNDATION OF THE WI AUTO AND TRUCK DEALERS ASSOC | |||||||||||
| PO BOX 5345 | MADISON | WI | 53705 | 391719902 | CHARITABLE | WI | 501(C)3 | 7 | WATDA | 1 | |
| WATDA INSURANCE TRUST | |||||||||||
| PO BOX 5345 | MADISON | WI | 53705 | 391099259 | HEALTH AND WELFARE BENEFITS | WI | 501(C)9 | WATDA | 1 | ||
| CARPAC CAR AND TRUCK RETAILERS POLITICAL ACTION COMMITTEE | |||||||||||
| PO BOX 5345 | MADISON | WI | 53705 | 391546098 | POLITICAL ACTION | WI | 527 | WATDA | 1 | ||
| DEALERS DIRECT GIVERS FUND | |||||||||||
| PO BOX 5345 | MADISON | WI | 53705 | 030473116 | POLITICAL ACTION | WI | 527 | 0 | N/A | ||
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WATDA SERVICES INC | ||||||||||||
| PO BOX 5345 | MADISON | WI | 53705 | 391193487 | BUSINESS SERVICES | WI | WATDA | C | 1446058 | 1557660 | 1.00000 | |
| WATDA INSURANCE CORPORATION | ||||||||||||
| PO BOX 5345 | MADISON | WI | 53705 | 392023511 | INSURANCE | WI | C | N/A | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| WATDA SERVICES INC | ||
| P | 1031493 | COST |
| WATDA INSURANCE TRUST | ||
| P | 6089 | COST |
| WATDA INSURANCE CORPORATION | ||
| P | 442894 | COST |
| THE FOUNDATION OF THE WI AUTO AND TRUCK DEALERS ASSOC | ||
| P | 243325 | COST |
| THE FOUNDATION OF THE WI AUTO AND TRUCK DEALERS ASSOC | ||
| B | 130111 | COST |