2022-11-09T16:30:43-06:00 2021-12-31 371611326 ARONSON LLC 111 Rockville Pike Suite 600 Rockville MD 20850 990 2021-01-01 530114725 NATIONAL AUTOMOBILE DEALERS ASSOCIATION NATI 8005576232 8484 WESTPARK DRIVE 500 TYSONS VA 22102 Joseph L Cowden CFO 8005576232 2022-11-09 true JOSEPH L COWDEN 999009999 Gregory Plotts CPA P01255941 3012316200 2021 2022-09-23 18:48:47Z JOSEPH L COWDEN 8484 WESTPARK DRIVE 500 TYSONS VA 22102 366509439 false X NADA.ORG X 1917 DE REPRESENT AUTOMOBILE DEALERS INTERFACING WITH MANUFACTURERS AND US CONGRESS. OPERATE TRAINING AND SERVICE PROGRAMS TO ASSIST FRANCHISED DEALERS IN IMPROVING THEIR SALES AND SERVICES. 65 65 173 65 0 612128 0 47715687 36014238 13584009 87404229 6453166 16645543 67752862 140064010 103723 267960 0 31699090 32527277 0 0 26909346 21724896 58712159 54520133 9040703 85543877 355594537 413813335 29424797 39661472 326169740 374151863 X REPRESENTS AND LOBBIES ON BEHALF OF FRANCHISED CAR AND TRUCK DEALERS BEFORE THE U.S. CONGRESS AND EXECUTIVE BRANCH ON LEGISLATIVE AND REGULATORY MATTERS. ALSO REPRESENTS DEALERS IN CERTAIN INTERACTIONS WITH CAR AND TRUCK MANUFACTURERS. NADA PROVIDES EDUCATION TO ITS MEMBERS ON IMPORTANT LEGAL, LEGISLATIVE AND REGULATORY ISSUES IMPACTING THEIR BUSINESS. NADA PROVIDES VARIOUS EDUCATION AND TRAINING SERVICES TO ITS MEMBERS TO HELP THEM IMPROVE THEIR SALES, SERVICE AND OPERATIONAL SKILLS. 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 PERFORMANCE. PROGRAMS INCLUDE: DEALER CANDIDATE ACADEMY, THE 20 GROUP PROGRAM, 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. 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. 0 false false false true false false false false false true true false false true true false true false false false false false false false false false true false true false false false false false false false false false false false true true true false true 144 0 true 173 true true true false false false false false true false X 65 65 false false false false true true false true true false false false true true true false true true true true true X STEVE KASULAITIS 8005576232 8484 WESTPARK DRIVE SUITE 500 TYSONS VA 22102 Gary Gilchrist Treasurer 2.0 X X 0 0 0 Mike Alford Vice Chairman 5.0 X X 0 0 0 Paul Walser Chairman 5.0 X X 0 0 0 Rhett Ricart Immediate Past Chairman 5.0 X X 0 0 0 Thomas Castriota Secretary 2.0 X X 0 0 0 A Foster McKissick Director 1.0 X 0 0 0 Andy Crews Director 1.0 X 0 0 0 Annette DiLorenzo Thayer Director 1.0 X 0 0 0 Bobby Sight Director 1.0 X 0 0 0 Brian Hamilton Director 1.0 X 0 0 0 Chris Coyle Director 1.0 X 0 0 0 Chris Meier Director 1.0 X 0 0 0 Colleen McDonald Director 1.0 X 0 0 0 Daniel M Wilson Director 1.0 X 0 0 0 Danny Renshaw Director 1.0 X 0 0 0 Dave Moeller Director 1.0 X 0 0 0 David Taylor Director 1.0 X 0 0 0 Desmond Roberts Director 1.0 X 0 0 0 Donald Hicks Director 1.0 X 0 0 0 Donald Kaltschmidt Director 1.0 X 0 0 0 Geoffrey Pohanka Director 1.0 X 0 0 0 Hilary Haron Director 1.0 X 0 0 0 James Auffenberg Director 1.0 X 0 0 0 James Marsh Director 1.0 X 0 0 0 James Rivchin Director 1.0 X 0 0 0 Jeff Aiosa Director 1.0 X 0 0 0 Jeffrey Weber Director 1.0 X 0 0 0 John Emerson Director 1.0 X 0 0 0 John McClurg Director 1.0 X 0 0 0 John Mitchell Director 1.0 X 0 0 0 John S Oyler Director 1.0 X 0 0 0 Joseph Massarelli Director 1.0 X 0 0 0 Joshua Johnson Director 1.0 X 0 0 0 Kirk Schneider Director 1.0 X 0 0 0 Kirtlund Frye Director 1.0 X 0 0 0 Mark Hebert Director 1.0 X 0 0 0 Michael Alford Director 1.0 X 0 0 0 Michael Joe Cannon Director 1.0 X 0 0 0 Michael Suttle Director 1.0 X 0 0 0 Michelle Primm Director 1.0 X 0 0 0 Mitchell H Jay Director 1.0 X 0 0 0 Richard DeSilva Director 1.0 X 0 0 0 Richard Hammer Director 1.0 X 0 0 0 Richard Phelps Director 1.0 X 0 0 0 Richard Stephens Director 1.0 X 0 0 0 Rob Cochran Director 1.0 X 0 0 0 Robert Brogden Director 1.0 X 0 0 0 Robert Tasca Director 1.0 X 0 0 0 Robert Vail Director 1.0 X 0 0 0 Roger Elswick Director 1.0 X 0 0 0 Samuel Smith Director 1.0 X 0 0 0 Sandra Fitzgerald Angello Director 1.0 X 0 0 0 Scott Dube Director 1.0 X 0 0 0 Stan Masamitsu Director 1.0 X 0 0 0 Stan McNabb Director 1.0 X 0 0 0 Steve Bassett Director 1.0 X 0 0 0 Steve Middlebrooks Director 1.0 X 0 0 0 Steven Allwine Director 1.0 X 0 0 0 Thomas Bloomfield Director 1.0 X 0 0 0 Timothy Smith Director 1.0 X 0 0 0 Tom Holcombe Director 1.0 X 0 0 0 Tracy Beck Director 1.0 X 0 0 0 Valerie Bowen Director 1.0 X 0 0 0 Wesley Lutz Director 1.0 X 0 0 0 William Willis Director 1.0 X 0 0 0 ANDREW D KOBLENZ EVP & GENERAL COUNSEL 40.0 2.0 X 779311 7872 60896 JOSEPH L COWDEN EVP & CFO 40.0 2.0 X 377258 41918 61519 MICHAEL J STANTON PRESIDENT & CEO 40.0 2.0 X 1061484 10722 64324 DAVID W REGAN EVP LEGISLATIVE AFFAIRS 40.0 X 716999 0 60389 JOHN BECKMAN EVP & COO 40.0 X 497375 0 64846 IVETTE RIVERA HAYES SVP LEGISLATIVE AFFAIRS 40.0 X 396578 0 55296 JAMES C MINNIS SVP & ASSOCIATE GENERAL COUNSEL 40.0 2.0 X 394654 3986 57478 JONATHAN A COLLEGIO SVP PUBLIC AFFAIRS 40.0 X 561526 0 63424 MICHAEL T REGAN SVP INDUSTRY AFFAIRS 40.0 X 387255 0 75756 PAUL D METREY SVP REGULATORY AFFAIRS 40.0 X 417593 0 64672 5590033 64498 628600 108 false true false CDK GLOBAL 4650 MONTGOMERY ROAD CINCINNATI OH 45212 INFO TECH SERVICES 2858397 DIRECTIONS INC PO Box 681429 SCHAUMBURG IL 60168 CONVENTION SERVICES 856660 Escalent Inc 17430 College Parkway livonia MI 48152 DATA SERVICES 549097 VIGNA SOLUTIONS 21351 GENTRY DRIVE SUITE 145 STERLING VA 20166 INFO TECH SERVICES 408262 FREEMAN PO BOX 650036 DALLAS TX 75265 CONVENTION SERVICES 396083 22 0 MANAGEMENT SERVICES 611600 20972619 20972619 MEMBER DUES 541900 10158415 10158415 CONVENTION AND EXPOSITION 900099 3331033 3331033 SPONSORSHIP/ADVERTISING 900099 1552171 1552171 0 0 0 0 36014238 6128989 6128989 5265255 5265255 0 0 307720669 226444163 1266 81276506 -1266 81275240 81275240 Insurance Proceeds 900099 9223437 9223437 Tax Credits 900099 2156851 2156851 0 0 0 0 11380288 140064010 36014238 0 104049772 267960 26153954 6373323 420213 257795 873753 3752505 653613 2227149 4363250 2710067 2175239 104043 17986 592636 631350 251256 EQUIPMENT RENTAL 1698281 COMMISSIONS 1384679 OVERHEAD -976375 Membership Dues and Fees 184078 403378 54520133 1334408 11490501 4981765 14958658 3153579 7943504 0 0 0 0 891978 1046001 11885579 4800022 7504876 7085557 273322484 164226396 58813599 205143917 0 5591848 1918801 355594537 413813335 18002159 19386006 11422638 14997322 0 0 0 5278144 29424797 39661472 X 326169740 374151863 326169740 374151863 355594537 413813335 85543877 -37561751 -3 0 X false true X true false false false true 10158415 4455597 -1474960 2980637 4774455 -1793818 0 Schedule C, Part IV 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. 6716737 1796986 4919751 5168842 3003036 2165806 7085557 KENSINGTON 15596971 F HEDGE FUNDS THOMPSON, SIEGEL & WALMSLEY F HEDGE FUNDS LSV F HEDGE FUNDS CLARION 16483535 F SUMMIT GROWTH HEDGE F SUMMIT INCOME HEDGE F State Street MSCI Emerg Mkt 20177262 F State Street Russell 2000 8908873 F State Street S&P 500 117954366 F State Street Real Asset 26022910 F 205143917 DUE TO AFFILIATES 5278144 5278144 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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 consolidated financial statements. As of December 31, 2021, and 2020, 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 January 1, 2018 through the current year remain open for examination by federal and state tax authorities. true Second Harvest Food Bank of Greater New Orleans and Acadiana 700 EDWARDS AVENUE NEW ORLEANS LA 70123 720956468 501(c)(3) 25000 GENERAL SUPPORT COMPETITIVE ENTERPRISE INSTITUTE 1310 L STREET NW 7TH FLOOR WASHINGTON DC 20005 521351785 501(C)(3) 6000 GENERAL SUPPORT US CAPITOL HISTORICAL SOCIETY 200 MARYLAND AVENUE SUITE 400 WASHINGTON DC 20002 520796820 501(c)(3) 14420 GENERAL SUPPORT Association for Safe International Road Travel 11769 GAINSBOROUGH ROAD POTOMAC MD 20854 521952743 501(C)(3) 7500 GENERAL SUPPORT AUTOMOTIVE HALL OF FAME 21400 OAKWOOD BOULEVARD DEARBORN MI 48124 383320345 501(C)(3) 15000 GENERAL SUPPORT TOYS FOR TOTS 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 221721776 203021444 501(C)(3) 7500 GENERAL SUPPORT 6 0 X true true X X X X X false false false MICHAEL J STANTON PRESIDENT & CEO 782684 7870 247599 2501 31201 351 21532 217 42149 426 1125165 11365 0 0 ANDREW D KOBLENZ EVP & GENERAL COUNSEL 634020 6404 99099 1001 46192 467 21532 217 38756 391 839599 8480 0 0 JOSEPH L COWDEN EVP & CFO 360175 40020 90 10 16993 1888 19575 2175 35792 3977 432625 48070 0 0 DAVID W REGAN EVP LEGISLATIVE AFFAIRS 590944 0 100100 0 25955 0 21750 0 38639 0 777388 0 0 0 JOHN BECKMAN EVP & COO 426007 0 50100 0 21268 0 21750 0 43096 0 562221 0 0 0 JONATHAN A COLLEGIO SVP PUBLIC AFFAIRS 490590 0 50100 0 20836 0 21750 0 41674 0 624950 0 0 0 PAUL D METREY SVP REGULATORY AFFAIRS 400383 0 100 0 17110 0 21750 0 42922 0 482265 0 0 0 IVETTE RIVERA HAYES SVP LEGISLATIVE AFFAIRS 353410 0 35100 0 8068 0 21750 0 33546 0 451874 0 0 0 MICHAEL T REGAN SVP INDUSTRY AFFAIRS 339584 0 30100 0 17571 0 21750 0 54006 0 463011 0 0 0 JAMES C MINNIS SVP & ASSOCIATE GENERAL COUNSEL 383239 3871 99 1 11316 114 21532 218 35371 357 451557 4561 0 0 Schedule J, Part I, Line 1a First-class or charter travel In some instances, Board members may be reimbursed for First Class air fare that is directly related to NADA Business as outlined in the company's travel policy. All Board travel submitted for reimbursement is required to include the appropriate supporting documentation. Per IRS guidelines, a form 1099 will be issued when required. NADA also advises its Board members to have a tax professional review any payments from NADA so they can be treated properly under the IRS code. Form 990, Part III, Line 4d Description of other program services (Expenses $ including grants of $) 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 VI, Line 15 DETERMINE COMPENSATION NADA HAS A COMPENSATION COMMITTEE COMPRISED OF DIRECTORS/OFFICERS THAT REVIEW EXECUTIVE SALARIES ANNUALLY. Form 990, Part VI, Line 6 Classes of members or stockholders MEMBERS ARE ANY ENTITY OR CORPORATION ENGAGED IN THE BUSINESS OF NEW MOTOR VEHICLE RETAILING AND OPERATING AT AN ESTABLISHED PLACE OF BUSINESS WITHIN THE UNITED STATES UNDER AN AUTHORIZED FRANCHISE CURRENTLY IN FORCE WITH THE MANUFACTURER OR DISTRIBUTOR OF THE VEHICLE HANDLED. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body MEMBERS ELECT THE NADA BOARD OF DIRECTORS TO SERVE ON THE BOARD BY A VOTE OF THE NADA MEMBERS LOCATED WITHIN THEIR RESPECTIVE STATES OR DISTRICTS. Form 990, Part VI, Line 11b Review of form 990 by governing body 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 ASSISTANT TREASURER) FOR THEIR REVIEW. Form 990, Part VI, Line 12c Conflict of interest policy 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, Line 19 Required documents available to the public GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. NADA PAC 8484 WESTPARK DRIVE 500 TYSONS VA 22102 546154586 LOBBYING VA 527 NADA true NADA EMPLOYEE HEALTH BENEFIT PLAN 8484 WESTPARK DRIVE 500 TYSONS VA 22102 521253647 HEALTHCARE VA 501(c)(9) NADA true NADA FOUNDATION 8484 WESTPARK DRIVE 500 TYSONS VA 22102 541008060 CHARITABLE DC 501(c)(3) 7 NADA true NADA SERVICES CORPORATION 8484 WESTPARK DRIVE 500 TYSONS VA 22102 530114728 REAL ESTATE LEASING DE NADA C Corporation 1 true NADA RETIREMENT ADMINISTRATORS INC 8484 WESTPARK DRIVE 500 TYSONS VA 22102 900212136 ADMIN DE NADASC C Corporation 1 true NAISA 8484 WESTPARK DRIVE 500 TYSONS VA 22102 541044983 INSURANCE DE NADASC C Corporation 1 true true true false false false false false false false false true true false false false true true false false PAYMENTS TO NADA SERVICES CORPORATION P 273467 ACCRUAL PAYMENTS FROM NADA SERVICES CORPORATION Q 691375 ACCRUAL PAYMENTS TO AFFILIATES P 592636 ACCRUAL PAYMENTS TO NATIONAL AUTOMOBILE DEALERS ASSOCIATION EMPLOYEE HEALTH BENEFIT B 2889476 ACCRUAL