2012-10-08T15:38:09-05:00 2011-12-31 ARONSON LLC 805 KING FARM BLVD 3RD FLOOR ROCKVILLE MD 20850 990 2011-01-01 530114725 National Automobile Dealers Associatio7n % THOMAS C GOULIONIS NATI 7038217171 8400 Westpark Drive MCLEAN VA 22102 tom goulionis 2012-10-03 true 3012316200 2011 2016-02-24 21:20:13Z joseph l cowden 8400 WESTPARK DRIVE MCLEAN VA 22102 82903307 false X NADA.ORG X 1917 DE REPRESENT FRANCHISED AUTOMOBILE DEALERS IN INTERFACING WITH AUTOMOBILE MANUFACTURERS AND THE US CONGRESS. OPERATE TRAINING AND SERVICE PROGRAMS TO ASSIST DEALERS IN IMPROVING THEIR SALES AND SERVICES. 63 63 92 154624 35022 0 0 24266150 28722377 926147 -308795 3983048 3892806 29175345 32306388 0 0 0 0 12608482 12299707 0 0 0 23309141 26318515 35917623 38618222 -6742278 -6311834 112880901 115663788 30392001 39201889 82488900 76461899 REPRESENT FRANCHISED AUTOMOBILE DEALERS IN INTERFACING WITH AUTOMOBILE MANUFACTURERS. LOBBY THE U.S. CONGRESS AND THE EXECUTIVE BRANCH ON LEGISLATIVE AND REGULATORY ISSUES ON BEHALF OF DEALERS. PROVIDE EDUCATION ON LEGAL AND REGULATORY ISSUES. DEVELOP RESEARCH DATA ON THE AUTOMOBILE INDUSTRY. OPERATE TRAINING AND SERVICE PROGRAMS TO ASSIST DEALERS IN IMPROVING THEIR SALES, SERVICES, AND OPERATIONAL EFFICIENCIES. false false CONVENTIONS & EXHIBITIONS - THE NADA CONVENTION AND EXHIBITIONS CONTRIBUTE IMPORTANTLY TO THE EXEMPT FUNCTION BY BRINGING the MEMBERShip TOGETHER TO MEET WITH FACTORY and AFTER MARKET PRODUCT REPRESENTATIVES. THE PURPOSE IS TO INFORM MEMBERS OF CURRENT DEVELOPMENTS IN THE RETAIL AUTOMOBILE INDUSTRY. DEALERSHIP MANAGEMENT SERVICES - THESE activities ARE SIGNIFICANT ELEMENTS CONTRIBUTING TO THE EXEMPT FUNCTION BY PROVIDING automobile DEALERS WITH INFORMATION DESIGNED TO IMPROVE DEALERSHIP MANAGEMENT SYSTEMS. PROGRAMS INCLUDE: DEALER CANDIDATE ACADEMY, SEMINARS, AND A GENeral DEALERSHIP Management PRogram. INDUSTRY RELATIONS - THE PURPOSE OF THIS PROGRAM IS TO DEVELOP and ADVOCATE POSITIONS WHICH WILL IMPROVE THE DEALERS RELATIONSHIP WITH MANUFACTURERS AND DISTRIBUTORS. false false false true false false false false false true true false false true true false true false false true false false false false false false false false true false false false false false false false false false false false true true true false true 157 0 true 92 true true true true CJ BD false false false false X 63 63 false false false false true true false true true false false false true true true true true true true true true X THOMAS C GOULIONIS 7038217000 8400 WESTPARK DRIVE McLean VA 22102 JOHN P McELENEY 5.0 X 0 0 0 GREG TAYLOR 5.0 X 0 0 0 WILLIAM P UNDERRINER 25.0 X X 0 0 0 FORREST MCCONNELL III 5.0 X 0 0 0 ANDREW CALDWELL JR 5.0 X 0 0 0 THOMAS JOHNSON 5.0 X 0 0 0 PETER E BLACKSTOCK 5.0 X 0 0 0 JEFFREY B CARLSON 5.0 X 0 0 0 GARY H REYNOLDS 5.0 X 0 0 0 WILLIAM H WILLIS JR 5.0 X 0 0 0 JOHN C SYMES 5.0 X 0 0 0 GEORGE E NAHAS 25.0 X X 0 0 0 JOSEPH W HANLEY JR 5.0 X 0 0 0 RICHARD L MORRISON 5.0 X 0 0 0 DAVID W WESTCOTT 5.0 X 0 0 0 CHARLES C EDDY JR 5.0 X 0 0 0 EDWARD C TONKIN 5.0 X 0 0 0 DAVID B PENSKE 5.0 X 0 0 0 W CARROLL SMITH 5.0 X 0 0 0 STEPHEN W WADE 40.0 X X 0 0 0 TAMARA C DARVISH 5.0 X 0 0 0 RAMSEY T WAY 5.0 X 0 0 0 R KYLE TREADWAY 5.0 X 0 0 0 MARCY H MAGUIRE 5.0 X 0 0 0 DON CHALMERS 5.0 X 0 0 0 GENE W SMITH JR 5.0 X 0 0 0 CLARENCE B SMALL JR 5.0 X 0 0 0 RAYMOND SCARPELLI 5.0 X 0 0 0 DAVID L COX 5.0 X 0 0 0 DAVID SHEPHERD 5.0 X 0 0 0 JACK KAIN 5.0 X 0 0 0 MARSHALL H HEBERT 5.0 X 0 0 0 CHARLES R GAUNCE 5.0 X 0 0 0 DAVID K WILLIAMS JR 5.0 X 0 0 0 RAYMOND J CICCOLO 5.0 X 0 0 0 JAMES E WALDRON 5.0 X 0 0 0 AJ M OUSTALET III 5.0 X 0 0 0 WILLIAM J SCHICKER 5.0 X 0 0 0 BRIAN HAMILTON 15.0 X X 0 0 0 JAMES R MARCH 5.0 X 0 0 0 JACK TULLEY 5.0 X 0 0 0 WILLIAM C FOX 5.0 X 0 0 0 NEALE A KUPERMAN 5.0 X 0 0 0 DONOVAN A BERTSCH 5.0 X 0 0 0 THOMAS D GANLEY 5.0 X 0 0 0 PETER BARRY 5.0 X 0 0 0 CLIFTON C GOODWIN III 5.0 X 0 0 0 H DOUGLAS KNUST 5.0 X 0 0 0 TED RUSSELL 5.0 X 0 0 0 ANNETTE SYKORA 5.0 X 0 0 0 WADE D WALKER 5.0 X 0 0 0 MICHAEL C MARTIN 5.0 X 0 0 0 MARLENE HOLLENBACK 5.0 X 0 0 0 RICHARD STEPHENS 5.0 X 0 0 0 KENNETH C VANCE 5.0 X 0 0 0 RICHARD P GREINER JR 5.0 X 0 0 0 MICHELLE PRIMM 5.0 X 0 0 0 DONALD P HICKS 5.0 X 0 0 0 KATHLEEN SIMS 5.0 X 0 0 0 RICHARD GENTHE 5.0 X 0 0 0 JAMES A AUFFENBERG JR 5.0 X 0 0 0 TODD M SNELL 5.0 X 0 0 0 DESMOND A ROBERTS 5.0 X 0 0 0 PHILLIP D BRADY 40.0 X 703862 685522 49376 JOSEPH L COWDEN 40.0 X 156818 156818 46868 ANDREW D KOBLENZ 40.0 X 278159 83086 48639 BRUCE M KELLEHER 40.0 X 117697 353092 25323 JOHN R LYBOLDT 40.0 X 226281 0 37288 STEPHEN R PITT 40.0 X 250859 0 26539 MICHAEL T REGAN 40.0 X 239545 0 47366 DAVID W REGAN 40.0 X 315026 0 52421 DAVID F HYATT 40.0 X 258158 0 40417 JAMeS C MINNIS 40.0 X 177988 50199 31903 RICHARD E MALAISE 40.0 X 174523 52130 30777 2898916 1380847 436917 60 false true false PERFORMANCE INC IT SERVICES 2242530 ML STRATEGIES LLC LOBBYING SERVICES 150198 JOHNSON STRATEGIES FINANCIAL SERVICES 165488 EXPERIENT INC IT SERVICES 162216 PRIME POLICY GROUP LOBBYING SERVICES 150132 12 0 CONVENTION AND EXPOSITION 900099 9675515 9675515 MANAGEMENT SERVICES 611600 11730602 11730602 PUBLICATIONS 900099 1960753 1960753 MEMBER DUES 541900 4784016 4784016 SPONSORSHIP/ADVERTISING 900099 571491 416867 154624 28722377 5628853 5628853 0 3892806 3892806 44659271 50596919 -5937648 -5937648 -5937648 0 0 0 0 32306388 28567753 154624 3584011 0 0 0 0 1889734 0 8463925 0 1946048 0 0 0 6004 0 0 249732 2812392 1073067 2556331 4415495 0 1209242 2531807 0 2020104 0 1019374 100298 136564 COMMISSIONS 1329032 EQUIPMENT RENTAL 2055458 CORPORATE OVERHEAD 4754067 TAXES -72441 121989 38618222 1523779 1900449 523811 1125124 0 0 2807290 2147004 0 0 0 0 0 0 0 0 509185 749051 2899160 1949211 967395 949949 91563537 94785726 13784535 12605696 0 0 0 0 1201369 1400789 112880901 115663788 5256538 4823588 0 0 4457596 4959950 0 0 0 0 0 0 0 0 0 0 20677867 29418351 30392001 39201889 X 82488900 76461899 0 0 0 0 82488900 76461899 112880901 115663788 X -6311834 284833 X false true true X false false false true 4784016 2861579 1275046 4136625 3349641 786984 GOVERNMENT RELATIONS PROTECTS DEALER INTERESTS BEFORE THE U.S. CONGRESS. THE STAFF COMMUNICATES WITH MEMBERS OF CONGRESS TO EXPRESS THE POSITION OF DEALERS ON VARIOUS ISSUES, PREPARES TESTIMONY FOR CONGRESSIONAL HEARINGS WHEN APPROPRIATE, AND ATTEMPTS TO MODIFY LEGISLATION TO ADDRESS DEALERS' CONCERNS. IT MONITORS LEGISLATIVE ACTIVITIES SUCH AS HEARINGS, MARKUPS, CONFERENCES, ETC., COMMUNICATES WITH THE DEALER BODY ON LEGISLATIVE MATTERS AND DIRECTS DEALER EFFORTS TO COMMUNICATE WITH MEMBERS OF CONGRESS. 706385 706385 0 153595 126726 26869 1112715 896020 216695 926466 926466 949949 HEDGE FUNDS CITADEL KENSINGTON 6905696 F HEDGE FUNDS TACONIC 5700000 F 12605696 0 PAYABLE - RELATED ORGANIZATION 29418351 29418351 financial footnote regarding fin 48 (asc 740) schedule d part x line 2 NADA evaluates uncertainty in income tax positions taken or expected to be taken on a tax return based on a more-likely-than-not recognition standard. If that threshold is met, the tax position is then measured at the largest amount that is greater than 50% likely of being realized upon ultimate settlement and is recognized in NADA's financial statements. As of December 31, 2011, and 2010, there are no accruals for uncertain tax positions. If applicable, NADA records interest and penalties as a component of income tax expense. Tax years from December 31, 2008 through the current year remain open for examination by federal and state tax authorities. Central America and the Caribbean 0 0 Investments n/a 5700000 North America 0 0 Investments n/a 6905696 0 0 0 0 12605696 12605696 true false false false false false X X X true true X X X false true false PHILLIP D BRADY 457875 445944 177310 172690 68677 66888 11791 11484 13223 12878 728876 709884 0 0 JOSEPH L COWDEN 149380 149380 5000 5000 2438 2438 11638 11638 11796 11796 180252 180252 0 0 ANDREW D KOBLENZ 262896 78527 13475 4025 1788 534 17922 5353 19530 5834 315611 94273 0 0 BRUCE M KELLEHER 98106 294319 0 0 19591 58773 3347 10041 2984 8951 124028 372084 0 0 JOHN R LYBOLDT 223808 0 0 0 2473 0 21584 0 15704 0 263569 0 0 0 STEPHEN R PITT 231330 0 12375 0 7154 0 23169 0 3370 0 277398 0 0 0 MICHAEL T REGAN 236368 0 0 0 3177 0 23135 0 24231 0 286911 0 0 0 DAVID W REGAN 312704 0 0 0 2322 0 23275 0 29146 0 367447 0 0 0 DAVID F HYATT 254280 0 0 0 3878 0 23275 0 17142 0 298575 0 0 0 JAMeS C MINNIS 170900 48200 6240 1760 848 239 17028 4803 7875 2200 202891 57202 0 0 RICHARD E MALAISE 171305 51169 0 0 3218 961 16425 4907 7273 2172 198221 59209 0 0 PART I, QUESTION 1 CERTAIN DIRECTORS ARE REIMBURSED FOR FIRST CLASS AIRFARE TO ATTEND BOARD OR COMMITTEE MEETINGS. NADA HAS A HEALTH AND WELLNESS PLAN WHEREBY A PORTION OF HEALTH CLUB DUES ARE REIMBURSED TO PARTICIPATING EMPLOYEES. IN 2011 CERTAIN KEY EMPLOYEES OF NADA PARTICIPATED IN THE PLAN. PART I, QUESTION 4B NADA HAS A QUALIFIED DEFERRED COMPENSATION PLAN FOR KEY EMPLOYEES. IN ADDITION, A SUBSIDIARY ENTITY HAS A NONQUALIFIED DEFERRED COMPENSATION PLAN. OFFICERS OF NADA PARTICIPATE IN THEIR APPROPRIATE PLAN. FORM 990 PART vi SECTION A QUESTION 6 AND 7 MEMBERS OF THE NADA BOARD OF DIRECTORS REPRESENT STATES OR DISTRICTS AND ARE ELECTED TO SERVE ON THE NADA BOARD BY A VOTE OF THE NADA MEMBERS LOCATED WITHIN THEIR RESPECTIVE STATES OR DISTRICTS. FORM 990 PART VI SECTION B QUESTION 11A AFTER THE RETURN HAS BEEN REVIEWED BY THE INDEPENDENT AUDITORS AND PRIOR TO FILING WITH THE IRS, A COPY IS PROVIDED TO CERTAIN OFFICERS (INCLUDING THE TREASURER) FOR THEIR REVIEW. FORM 990 PART VI SECTION B QUESTION 12C NADA HAS A WRITTEN POLICY WHEREBY MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS (INCLUDING CERTAIN KEY EMPLOYEES) ARE REQUIRED ANNUALLY TO DISCLOSE OR UPDATE POTENTIAL CONFLICTS OF INTEREST. NADA REQUIRES THAT SUCH PERSONS COMPLETE A FORM ANNUALLY ON WHICH THE MANDATED DISCLOSURE OR UPDATING, IF ANY, IS PROVIDED. IN ADDITION, NADA HAS A WRITTEN POLICY WHEREBY OTHER EMPLOYEES ARE REQUIRED TO REPORT POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE. FORM 990 PART VI SECTION B QUESTION 15 A,B NADA HAS A COMPENSATION COMMITTEE COMPRISED OF DIRECTORS/OFFICERS THAT REVIEW EXECUTIVE SALARIES ANNUALLY. FORM 990 PART VI SECTION C QUESTION 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990 PART III QUESTION 4D GOVERNMENT RELATIONS - PROTECTS DEALER INTERESTS BEFORE THE U.S. CONGRESS. THE STAFF COMMUNICATES WITH MEMBERS OF CONGRESS TO EXPRESS THE POSITION OF DEALERS ON VARIOUS ISSUES, PREPARES TESTIMONY FOR CONGRESSIONAL HEARINGS WHEN APPROPRIATE, AND ATTEMPTS TO MODIFY LEGISLATION TO ADDRESS DEALERS' CONCERNS. IT MONITORS LEGISLATIVE ACTIVITIES SUCH AS HEARINGS, MARKUPS, CONFERENCES, ETC., COMMUNICATES WITH THE DEALER BODY ON LEGISLATIVE MATTERS, AND DIRECTS DEALER EFFORTS TO COMMUNICATE WITH MEMBERS OF CONGRESS. FORM 990 PART XI LINE 5 OTHER CHANGES IN NET ASSETS OR FUND BALANCES UNREALIZED GAIN ON INVESTMENTS $284,833 SCHEDULE R PART V TRANSACTIONS WITH RELATED ORGANIZATION EXEMPT RENTAL AND ROYALTY REVENUE, UNDER SECTION 512(B)(13)(E) OF THE INTERNAL REVENUE CODE, AN EXEMPT ORGANIZATION RECEIVING CERTAIN QUALIFIED SPECIFIED PAYMENTS (I.E. RENTS OR REAL ESTATE, ROYALTIES, INTEREST AND ANNUITIES) FROM ITS CONTROLLED SUBSIDIARY MAY EXCLUDE SOME OR ALL OF SUCH PAYMENTS FROM ITS UNRELATED BUSINESS TAXABLE INCOME. DEALERS ELECTION ACTION COMMITTEE 8400 WESTPARK DRIVE MCLEAN VA 22102 546154586 LOBBYING 527 N/A NADA true NADA EMPLOYEE HEALTH BENEFIT PLAN 8400 WESTPARK DRIVE MCLEAN VA 22102 521253647 HEALHCARE 501(C)(9) N/A NADA true NADA SERVICES CORPORATION 8400 WESTPARK DRIVE MCLEAN VA 22102 530114728 PUBLISHING DE NADA C CORP 100 100 1.00000 NADA RETIREMENT ADMINISTRATORS INC 8400 WESTPARK DRIVE MCLEAN VA 22102 200102939 ADMIN DE NADASC C CORP nat'l auto dealers assoc indemnity inc 8400 WESTPARK DRIVE MCLEAN VA 22102 841424429 INSURANCE DE NADASC C CORP NAISA 8400 WESTPARK DRIVE MCLEAN VA 22102 541044983 INSURANCE DE NADASC C CORP 0 0 0.00000 NADA LINK LLC 8400 WESTPARK DRIVE MCLEAN VA 22102 202628901 SERVICES DE NADASC C CORP 0 0 0.00000 true false false false false false false false false true true false false false true true false false FROM NADA SERVICES CORPORATION a 2374679 ACCRUAL PAYMENTS TO NADA SERVICES CORPORATION a 1206166 ACCRUAL PAYMENTS TO NADA SERVICES CORPORATION o 1155376 ACCRUAL PAYMENTS TO AFFILIATES o 1019374 ACCRUAL FROM NADA SERVICES CORPORATION p 876000 ACCRUAL