2023-01-26T18:21:16-07:00 2022-08-31 990 2021-09-01 431414291 UNIVERSITY OF THE AFTERMARKET FOUNDATION UNIV 3016546664 7101 WISCONSIN AVENUE SUITE 1300 BETHESDA MD 20814 Nathan Perrine Comptroller 2403331040 2023-01-31 1 11 1 AAL2 2021 2023-03-07 01:45:13Z ROBERT EGAN 7101 WISCONSIN AVENUE SUITE 1300 BETHESDA MD 20814 2507000 0 X WWW.UOFA-FOUNDATION.ORG X 1985 MO SUPPORT THE EDUCATION OF THOSE WHO SEEK TO CONTRIBUTE TO THE AUTOMOTIVE AFTERMARKET INDUSTRY'S SUCCESS. 40 39 0 50 0 0 672948 1017875 0 0 878549 396675 0 0 1551497 1414550 481268 584850 0 0 0 0 0 0 0 227161 243124 708429 827974 843068 586576 10352982 9711515 32989 23191 10319993 9688324 TO PROVIDE SCHOLARSHIPS TO INDIVIDUALS THAT ARE INTERESTED IN PURSUING A CAREER IN THE AUTOMOTIVE AFTERMARKET OR ATTENDING INDUSTRY RELATED COURSES AND TO SUPPORT THE RESEARCH, DEVELOPMENT, AND UTILIZATION OF INNOVATIVE METHODS OF EDUCATING ADULTS. 0 0 647610 584850 0 SCHOLARSHIPS - GRANTS ARE PROVIDED TO SUPPORT EDUCATIONAL PROGRAMS IN THE AUTOMOTIVE AFTERMARKET INDUSTRY. 0 0 0 647610 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 X 40 39 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 X X NATHAN PERRINE 3016546664 7101 WISCONSIN AVENUE SUITE 1300 BETHESDA MD 20814 X ROBERT EGAN CHAIRMAN 1 X X 0 0 0 JOHN WASHBISH SENIOR VICE CHAIRMAN 1 0 X X 0 0 0 LARRY PAVEY VICE CHAIRMAN 1 0 X X 0 0 0 ROGER MCCOLLUM SECRETARY 1 0 X X 0 0 0 WILLIAM MAGGS TREASURER 1 0 X X 0 0 0 RUSTY BISHOP CHAIRMAN EMERITUS 1 0 X 0 0 0 JENNIFER TIO EXECUTIVE DIRECTOR 1 0 X X 0 0 0 AL FAYYED MOHAMMED TRUSTEE 1 0 X 0 0 0 WILLIAM BABCOX TRUSTEE 1 0 X 0 0 0 RICHARD BEIRNE TRUSTEE 1 0 X 0 0 0 MIKE BUZZARD TRUSTEE 1 0 X 0 0 0 MIKE CARR TRUSTEE 1 0 X 0 0 0 MAURO CIFELLI TRUSTEE 1 0 X 0 0 0 JEFF DARBY TRUSTEE 1 0 X 0 0 0 BRENT BERMAN TRUSTEE 1 0 X 0 0 0 CHRIS GARDNER TRUSTEE 1 0 X 0 0 0 DUNCAN GILLIS TRUSTEE 1 0 X 0 0 0 TODD HACK TRUSTEE 1 0 X 0 0 0 DAVE BLOCHER TRUSTEE 1 0 X 0 0 0 BILL HANVEY TRUSTEE 1 0 X 0 0 0 TIM HARDIN TRUSTEE 1 0 X 0 0 0 TODD HERTZLER TRUSTEE 1 0 X 0 0 0 PETE KORNAFEL TRUSTEE 1 0 X 0 0 0 JEFFREY KOVIAK TRUSTEE 1 0 X 0 0 0 PAUL MCCARTHY TRUSTEE 1 0 X 0 0 0 DAVID O'REILLY TRUSTEE 1 0 X 0 0 0 ROLLIE OLSON TRUSTEE 1 0 X 0 0 0 JOHN PARRAN TRUSTEE 1 0 X 0 0 0 DAVID PRATER TRUSTEE 1 0 X 0 0 0 HEATHER PREU TRUSTEE 1 0 X 0 0 0 CHRIS PRUITT TRUSTEE 1 0 X 0 0 0 JACQUELINE RODRIGUEZ TRUSTEE 1 0 X 0 0 0 ROBERT ROOS TRUSTEE 1 0 X 0 0 0 RICK SCHWARTZ TRUSTEE 1 0 X 0 0 0 ROBERT SEGAL TRUSTEE 1 0 X 0 0 0 ERIC SILLS TRUSTEE 1 0 X 0 0 0 TINA HUBBARD TRUSTEE 1 0 X 0 0 0 BILL STROUPE TRUSTEE 1 0 X 0 0 0 TOM TECKLENBERG TRUSTEE 1 0 X 0 0 0 CHUCK UDELL TRUSTEE 1 0 X 0 0 0 NATHAN PERRINE COMPTROLLER 1 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1017875 0 1017875 0 288291 0 0 288291 0 0 0 0 0 0 0 0 0 0 1200834 0 1092450 0 108384 0 108384 0 0 108384 0 0 1414550 0 0 396675 120350 120350 464500 464500 100000 100000 4811 4811 16935 16935 55373 17753 37620 23087 23087 12691 12691 2457 2457 6641 6641 1896 1896 10748 10748 2588 2588 BANK FEES 5897 0 5897 0 827974 647610 180364 0 295909 39235 551825 845252 1496 1426 0 0 9465771 8785871 37981 39731 10352982 9711515 29514 21771 3475 420 1000 0 0 32989 23191 X 6459254 5907179 3860739 3781145 10319993 9688324 10352982 9711515 586576 -1218245 X 0 1 X 1 0 X 890923 1463686 795231 672948 1017875 4840663 890923 1463686 795231 672948 1017875 4840663 4840663 164403 162659 162992 173405 288291 951750 0 0 0 0 0 5792413 0.83569 0.56075 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3156670 0 -251301 88500 0 16937 2799932 2896252 0 434386 154500 0 19468 3156670 2676642 0 236765 0 0 17155 2896252 2692490 0 3966 0 0 19814 2676642 2555043 -174 157614 0 0 19993 2692490 0 0.815 0.185 0 0 0 X 547401 -1218245 406469 0 0 -811776 1359177 55373 0 55373 1414550 1179070 406469 0 0 0 406469 772601 55373 0 55373 827974 Schedule D, Part V, Line 4 THE FOUNDATION HAS A GENERAL ENDOWMENT FUND AND A COMMEMORATIVE ENDOWMENT. EACH ENDOWMENT'S PURPOSE IS TO FURTHER THE FOUNDATION'S STATED MISSION NAMELY TO PROVIDE GRANTS AND SCHOLARSHIP TO INDIVIDUALS EMPLOYED OR SEEKING EMPLOMENT IN THE AUTOMOTIVE AFTERMARKET. Schedule D, Part X, Line 2 THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3 )OF THE INTERNAL REVENUE CODE, EXCEPT FOR TAXES ON UNRELATED BUSINESS INCOME. THERE WERE NO UNRELATED BUSINESS INCOME ACTIVITIES IN THE FISCAL YEARS ENDED AUGUST 31, 2022 AND 2021. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE FOUNDAITONA DOPTED THE INCOME TAX STANDARD FOR UNCRETAIN TAX POSITIONS. THE FOUNDATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. North America (including Canada and Mexico, but not the United States) AUTOMOTIVE SCHOLARSHIP 10000 WIRE TO ORGANIZATION 0 1 1 1 0 0 0 0 0 1 NORTHWOOD UNIVERSITY 4000 WHITING ROAD MIDLAND MI 48640 381624684 501(C)3 69850 LEADERSHIP 2.0 GRANTS AND AAP/MAAP GRANTS TECH FORCE FOUNDATION 4848 EAST CACTUS ROAD SCOTTSDALE AZ 85254 593828402 501(C)3 20000 FUTURE TECH SUCCESS MIDWEST AUTO CARE ALLIANCE 8025 TROOST AVENUE KANSAS CITY MO 64131 431762151 501(C)3 10000 TECHICIANS OF TOMORROW GRANT 3 0 SCHOLARSHIP GRANTS TO AUTO INDUSTRY STUDENTS 263 464500 Schedule I, Part I, Line 2 ALL GRANTS ARE REVIEWED AND APPROVED BY THE BOARD DURING REGULAR MEETINGS. GRANTS ARE THOROUGHLY DISCUSSED BY BOARD MEMBERS AND A VOTE IS TAKEN AFTER EACH DISCUSSION. THE USE OF THE MAJORITY OF GRANT FUNDS IS MONITORED BY THE ACCOUNTING GROUP WHICH PROVIDES SIMILAR SERVICES TO THE RECIPIENTS OF THE GRANTS. Form 990, Part VI, Section A, Line 1a THE BOARD OF TRUSTEES, BY VOTE OF A MAJORITY OF THE ENTIRE BOARD, MAY PROVIDE FOR AN EXECUTIVE COMMITTEE. IF PROVISION BE MADE FOR AN EXECUTIVE COMMITTEE, IT SHALL CONSIST OF THE CHAIRMAN, TWO (2) VICE CHAIRMEN, SECRETARY AND TREASURER, LIFETIME HONORARY CHAIRMAN OF THE BOARD OF TRUSTEES, AND SUCH OTHER MEMBERS AS THE BOARD SHALL CHOOSE TO SERVE DURING THE PLEASURE OF THE BOARD. VACANCIES IN THE COMMITTEE SHALL BE FILLED BY THE COMMITTEE. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL POSSESS AND MAY EXERCISE ANY OR ALL OF THE POWERS OF THE BOARD OF TRUSTEES AND SHALL MANAGE THE BUSINESS AND AFFAIRS OF THE CORPORATION, TO THE EXTENT AUTHORIZED BY RESOLUTION ADOPTED BY A MAJORITY OF THE ENTIRE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE SHALL KEEP A FULL AND FAIR RECORD OF ITS TRANSACTIONS. ALL ACTIONS SHALL BE REPORTED TO THE BOARD OF TRUSTEES AT ITS MEETING NEXT SUCCEEDING SUCH ACTION, AND SHALL BE SUBJECT TO REVISION AND ALTERATION BY THE BOARD OF TRUSTEES; PROVIDED THAT NO RIGHTS OF THIRD PERSONS SHALL BE AFFECTED BY ANY SUCH REVISION OR ALTERATION. A MAJORITY OF THE EXECUTIVE COMMITTEE SHALL BE NECESSARY AND SUFFICIENT TO CONSTITUTE A QUORUM. THE EXECUTIVE COMMITTEE MAY DETERMINE ITS RULES OF PROCEDURE AND THE NOTICE TO BE GIVEN OF ITS MEETINGS. Form 990, Part VI, Section A, Line 3 MAXIMUM MARKETING PROVIDES MANAGEMENT SERVICES TO THE FOUNDATION. AUTO CARE ASSOCIATION PROVIDES ACCOUNTING AND ADMINISTRATIVE SERVICES TO THE FOUNDATION ON A PRO-BONO BASIS. Form 990, Part VI, Section B, Line 11b THE FORM 990 IS REVIEWED BY THE FOUNDATIONS' COMPTROLLER PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c THE BOARD OF TRUSTEES REQUIRES FULL DISCLOSURE OF CONFLICTS OF INTEREST BY ITS MEMBERS. IF A CONFLICT IS IDENTIFIED UNINTERESTED MEMBERS OF THE BOARD OF DIRECTORS OR OF THE EXECUTIVE COMMITTEE CAN VOTE TO VOID THE TRANSACTION CAUSING THE CONFLICT BY MAJORITY VOTE. Form 990, Part VI, Section C, Line 19 THE FOUNDATION'S TAX RETURNS ARE PUBLISHED AT WWW.GUIDESTAR.ORG ITS GOVERNING ODCUMENTS AND FINANCIAL STATEMENTS ARE AVIALABLE UPON REQUEST.