National Automobile Dealers Association: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- National Automobile Dealers Association (EIN 53-0114725)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201723189349303082
- Schema version
- 2016v3.0
- 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) |
|---|---|---|
| Return | 2017-11-14T10:00:57-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371611326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARONSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 KING FARM BLVD 3RD FLOOR | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530114725 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL AUTOMOBILE DEALERS ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 7038217000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8400 WESTPARK DRIVE | AddressLine1Txt |
| City | TYSONS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH L COWDEN | PersonNm |
| Person Title | EXECUTIVE VP/COO/CFO | PersonTitleTxt |
| Phone | 7038217000 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY M PLOTTS CPA | PreparerPersonNm |
| PTIN | P01255941 | PTIN |
| Phone | 3012316200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.16.53.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 13:25:28 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BB5FF074D3DB2D63065138DAECC35522F1D875CC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F99A6E54D6A5A384C206DF755B55316AA09446D0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSEPH L COWDEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8400 WESTPARK DRIVE | AddressLine1Txt |
| City | TYSONS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $88,788,288 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | NADA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1917 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | REPRESENT AUTOMOBILE DEALERS INTERFACING WITH MANUFACTURERS AND US CONGRESS. OPERATE TRAINING AND SERVICE PROGRAMS TO ASSIST FRANCHISED DEALERS IN IMPROVING THEIR SALES AND SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 63 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 63 | VotingMembersIndependentCnt |
| Total Employee | 157 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $610,184 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $409,196 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $39,875,705 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $42,599,394 | CYProgramServiceRevenueAmt |
| PY Investment Income | $99,994,853 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,718,861 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,632,885 | PYOtherRevenueAmt |
| CY Other Revenue | $7,651,231 | CYOtherRevenueAmt |
| PY Total Revenue | $145,503,443 | PYTotalRevenueAmt |
| CY Total Revenue | $56,969,486 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,086,173 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,734,055 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,215,271 | PYOtherExpensesAmt |
| CY Other Expenses | $40,927,456 | CYOtherExpensesAmt |
| PY Total Expenses | $52,301,444 | PYTotalExpensesAmt |
| CY Total Expenses | $61,661,511 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $93,201,999 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,692,025 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $239,189,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $255,573,690 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,588,221 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,511,401 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $223,600,890 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $232,062,289 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INDUSTRY RELATIONS - THE PURPOSE OF THIS PROGRAM IS TO DEVELOP AND ADVOCATE POSITIONS WHICH WILL IMPROVE THE DEALERS RELATIONSHIP WITH MANUFACTURERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GOVERNMENT RELATIONS - PROTECTS DEALER INTERESTS BEFORE THE U.S.CONGRESS. THE STAFF COMMUNICATES WITH MEMBERS OF CONGRESS TO EXPRESSTHE POSITION OF DEALERS ON VARIOUS ISSUES, PREPARES TESTIMONY FORCONGRESSIONAL HEARINGS WHEN APPROPRIATE, AND ATTEMPTS TO MODIFYLEGISLATION TO ADDRESS DEALERS' CONCERNS. IT MONITORS LEGISLATIVEACTIVITIES SUCH AS HEARINGS, MARKUPS, CONFERENCES, ETC., COMMUNICATESWITH THE DEALER BODY ON LEGISLATIVE MATTERS, AND DIRECTS DEALER EFFORTSTO COMMUNICATE WITH MEMBERS OF CONGRESS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 220 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 157 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 63 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 63 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | Yes (1) | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE KASULAITIS | PersonNm |
| Phone | 7038217000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8400 WESTPARK DRIVE | AddressLine1Txt |
| City | TYSONS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (75 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY B CARLSON | |||||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARK SCARPELLI | |||||||||
| VICE CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| BRIAN HAMILTON | |||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM H WILLIS JR | |||||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM FOX | |||||||||
| IMMEDIATE PAST CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DENNIS GAUDET | |||||||||
| VICE CHAIRMAN REGION I | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOEL OUSTALET | |||||||||
| VICE CHAIRMAN REGION II | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JAMES AUFFENBERG JR | |||||||||
| VICE CHAIRMAN REGION III | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JAMES MARSH | |||||||||
| VICE CHAIRMAN REGION IV | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| STEVEN PARKER | |||||||||
| CHAIRMAN, AMERICAN TRUCK D | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DONALD P HICKS | |||||||||
| CHAIRMAN, CONVENTION COMMI | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL B SMITH | |||||||||
| CHAIRMAN, DEALERSHIP OPERA | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS H KNUST | |||||||||
| CHAIRMAN, LEGISLATIVE AFFAIRS COMMITTEE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CHARLES GILCHRIST | |||||||||
| CHAIRMAN, INDUSTRY RELATIO | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| KIRK SCHNEIDER | |||||||||
| CHAIRMAN, PUBLIC AFFAIRS C | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| WESLEY L LUTZ | |||||||||
| CHAIRMAN, REGULATORY AFFAIRS COMMITTEE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ANDREW CALDWELL JR | |||||||||
| BOARD MEMBER - ARKANSAS | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNETTE DILORENZO THAYER | |||||||||
| BOARD MEMBER - NEW MEXICO | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRUCE M FARRELL | |||||||||
| BOARD MEMBER - VIRGINIA | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| CARROLL W SMITH | |||||||||
| BOARD MEMBER - SOUTHERN TE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRIS HURD | |||||||||
| BOARD MEMBER - RHODE ISLAN | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| CLIFTON C GOODWIN III | |||||||||
| BOARD MEMBER - SOUTH CAROL | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID B PENSKE | |||||||||
| BOARD MEMBER - EASTERN PEN | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| H DANIEL JOBE | |||||||||
| BOARD MEMBER - MARYLAND | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID W WESTCOTT | |||||||||
| BOARD MEMBER - NORTH CAROL | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| DESMOND A ROBERTS | |||||||||
| BOARD MEMBER - AT-LARGE EA | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONALD E SUDBAY JR | |||||||||
| BOARD MEMBER - MASSACHUSET | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONOVAN BERTSCH | |||||||||
| BOARD MEMBER - NORTH DAKOT | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| GENE SMITH JR | |||||||||
| BOARD MEMBER - OKLAHOMA | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEOFFREY POHANKA | |||||||||
| BOARD MEMBER - METRO WASHI | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS CASTRIOTA | |||||||||
| BOARD MEMBER - FLORIDA | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREG GALPIN | |||||||||
| BOARD MEMBER - ARIZONA | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| JACK KAIN | |||||||||
| BOARD MEMBER - KENTUCKY | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFF AIOSA | |||||||||
| BOARD MEMBER - CONNECTICUT | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN EMERSON | |||||||||
| BOARD MEMBER - MAINE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIRTLUND 'KIRT' FRYE | |||||||||
| BOARD MEMBER - METRO CLEVE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYNN H THOMPSON | |||||||||
| BOARD MEMBER - MISSOURI | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARCY H MAGUIRE | |||||||||
| BOARD MEMBER - NEW JERSEY | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK BIRDNOW | |||||||||
| BOARD MEMBER - IOWA | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARLENE 'MARTI' HOLLENBACK | |||||||||
| BOARD MEMBER - WASHINGTON | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL B SMITH | |||||||||
| BOARD MEMBER - WESTERN PEN | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL JOE CANNON | |||||||||
| BOARD MEMBER - MISSISSIPPI | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHELLE PRIMM | |||||||||
| BOARD MEMBER - AT-LARGE EA | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MONT CRNKOVICH | |||||||||
| BOARD MEMBER - IDAHO | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL WALSER | |||||||||
| BOARD MEMBER - MINNESOTA | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER E BLACKSTOCK | |||||||||
| BOARD MEMBER - NORTHERN CA | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE MIDDLEBROOKS | |||||||||
| BOARD MEMBER - GEORGIA | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| RHETT RICART | |||||||||
| BOARD MEMBER - OHIO | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD 'DICK' HAMMER | |||||||||
| BOARD MEMBER - WYOMING | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT SHUMAN | |||||||||
| BOARD MEMBER - METRO DETRO | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT 'BOB' HUDSON | |||||||||
| BOARD MEMBER - WISCONSIN | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| SIDNEY B DEBOER | |||||||||
| BOARD MEMBER - OREGON | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| STAN MASAMITSU | |||||||||
| BOARD MEMBER - HAWAII | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN J ALLWINE | |||||||||
| BOARD MEMBER - ALASKA | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| STAN MCNABB | |||||||||
| BOARD MEMBER - TENNESSEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY SMITH | |||||||||
| BOARD MEMBER - SOUTHERN CA | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| DON KALTSCHMIDT | |||||||||
| BOARD MEMBER - MONTANA | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM SHEARER | |||||||||
| BOARD MEMBER - VERMONT | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| VALERIE BOWEN | |||||||||
| BOARD MEMBER - AT-LARGE WEST | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| FORREST MCCONNELL III | |||||||||
| BOARD MEMBER - ALABAMA | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRIS COYLE | |||||||||
| BOARD MEMBER - INDIANA | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| TOM HOLCOMBE | |||||||||
| BOARD MEMBER - KANSAS | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD STEPHENS | |||||||||
| BOARD MEMBER - WEST VIRGINIA | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER K WELCH | |||||||||
| PRESIDENT | 40.00 | Yes (X) | $1,369,372 | $152,152 | $48,658 | ||||
| ANDREW D KOBLENZ | |||||||||
| EVP, LEGAL & REGULATORY AF | 40.00 | Yes (X) | $662,326 | $34,859 | $51,642 | ||||
| JOSEPH L COWDEN | |||||||||
| EXECUTIVE VP, COO, CFO | 40.00 | Yes (X) | $467,358 | $116,839 | $48,834 | ||||
| DAVID W REGAN | |||||||||
| EVP, LEGISLATIVE AFFAIRS | 40.00 | $604,521 | $0 | $42,313 | Yes (X) | ||||
| JONATHAN COLLEGIO | |||||||||
| SVP, PUBLIC AFFFAIRS | 40.00 | $384,722 | $0 | $47,519 | Yes (X) | ||||
| STEPHEN R PITT | |||||||||
| SVP, CONVENTIONS SERVICES | 40.00 | $317,859 | $0 | $29,647 | Yes (X) | ||||
| PETER FONG | |||||||||
| SVP, DEALERSHIP OPERATIONS | 40.00 | $182,080 | $0 | $14,519 | Yes (X) | ||||
| IVETTE RIVERA HAYES | |||||||||
| SVP, LEGISLATIVE AFFAIRS | 40.00 | $368,854 | $0 | $38,680 | Yes (X) | ||||
| MICHAEL T REGAN | |||||||||
| SVP, INDUSTRY RELATIONS | 40.00 | $329,953 | $0 | $52,165 | Yes (X) | ||||
| PAUL D METREY | |||||||||
| VP, REGULATORY AFFAIRS | 40.00 | $331,985 | $0 | $46,198 | Yes (X) | ||||
| JAMES C MINNIS | |||||||||
| VP & ASSOCIATE GENERAL COUNSEL | 20.00 | $161,354 | $161,354 | $41,506 | Yes (X) | 20.00 | |||
| MICHAEL HARRINGTON | |||||||||
| VP, LEGISLATIVE AFFAIRS | 40.00 | $295,057 | $0 | $51,512 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,475,441 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $465,204 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $513,193 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 70 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORPACE INC | |||||
| 31700 MIDDLEBELT ROAD STE 200 | FARMINGTON HILLS | MI | 48334 | MARKET RESEARCH | $313,083 |
| JOHNSON CUSTOM STRATEGIES INC | |||||
| 640 W PUTNAM AVE | GREENWICH | CT | 06830 | INVESTMENT SERVICES | $254,234 |
| EXPERIENT INC | |||||
| 2500 ENTERPRISE PARKWAY EAST | TWINSBURG | OH | 44087 | CONVENTION SERVICES | $220,910 |
| AKIN GUMP STRAUSS HAUER & FELD LLP | |||||
| 1333 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20036 | LOBBYING SERVICES | $212,773 |
| PORTERFIELD FETTIG & SEARS LLC | |||||
| 400 NORTH CAPITOL ST NW 363 | WASHINGTON | DC | 20001 | LOBBYING SERVICES | $166,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MANAGEMENT SERVICES | 611600 | $16,580,315 | $16,580,315 | |
| CONVENTION AND EXPOSITION | 900099 | $15,964,098 | $15,964,098 | |
| MEMBER DUES | 541900 | $5,691,867 | $5,691,867 | |
| PUBLICATIONS | 900099 | $2,613,241 | $2,613,241 | |
| SPONSORSHIP/ADVERTISING | 900099 | $1,749,873 | $1,139,689 | $610,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $42,599,394 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,293,399 | TotalRevenueColumnAmt |
| Exclusion | $7,293,399 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,651,231 | TotalRevenueColumnAmt |
| Exclusion | $7,651,231 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,244,264 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,818,802 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$574,538 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$574,538 | TotalRevenueColumnAmt |
| Exclusion | -$574,538 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,969,486 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,989,210 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $610,184 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,370,092 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,254,153 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,420,858 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,803,748 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,255,296 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,191 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,940 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435,689 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,258,297 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,061,339 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,218,712 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,376,211 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,549,539 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,717,714 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,571,524 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $796,336 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,093 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,376 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| INCOME TAXES | $154,343 |
| CORPORATE OVERHEAD | $11,451,461 |
| EQUIPMENT RENTAL | $3,689,890 |
| COMMISSIONS | $1,890,114 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $809,687 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,661,511 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,998,136 | BOYAmt |
| EOY | $9,208,794 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,079,407 | BOYAmt |
| EOY | $4,706,429 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $906,078 | BOYAmt |
| EOY | $1,161,286 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,135,001 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,471,639 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,850,121 | BOYAmt |
| EOY | $1,663,362 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,026,443 | BOYAmt |
| EOY | $208,523,041 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,289,038 | BOYAmt |
| EOY | $28,498,009 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,039,888 | BOYAmt |
| EOY | $1,812,769 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,189,111 | BOYAmt |
| EOY | $255,573,690 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,498,624 | BOYAmt |
| EOY | $5,045,054 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,089,597 | BOYAmt |
| EOY | $10,462,481 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $8,003,866 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,588,221 | BOYAmt |
| EOY | $23,511,401 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,600,890 | BOYAmt |
| EOY | $232,062,289 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,600,890 | BOYAmt |
| EOY | $232,062,289 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,189,111 | BOYAmt |
| EOY | $255,573,690 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,692,025 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,153,424 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $5,691,867 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $4,694,253 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$1,923,149 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $2,771,104 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $3,897,221 | AggregateReportedDuesNtcAmt |
| Carried Over | -$1,126,117 | CarriedOverAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C - PART IV | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $706,385 | OtherCostOrOtherBasisAmt |
| Book Value | $706,385 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $167,936 | OtherCostOrOtherBasisAmt |
| Depreciation | $153,739 | DepreciationAmt |
| Book Value | $14,197 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,260,680 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,317,900 | DepreciationAmt |
| Book Value | $942,780 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,663,362 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS ANGELO GORDON | $13,380,875 | F |
| HEDGE FUNDS CITDEL KENSINGTON | $10,074,441 | F |
| HEDGE FUNDS HARVEST MLP | $5,042,693 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $28,498,009 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $8,003,866 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,003,866 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $70,122,910 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,153,424 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $13,153,424 | RevenueNotReportedAmt |
| Revenue Subtotal | $56,969,486 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $56,969,486 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $61,661,511 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $61,661,511 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $61,661,511 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL FOOTNOTE REGARDING FIN 48 (ASC 740) 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, 2016, AND 2015, 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, 2013 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA/CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $23,440,161 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $23,440,161 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $23,440,161 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER K WELCH | ||||||||||||||
| PRESIDENT | $961,265 | $106,807 | $279,228 | $31,025 | $128,879 | $14,320 | $17,888 | $1,988 | $25,904 | $2,878 | $1,413,164 | $157,018 | $0 | $0 |
| ANDREW D KOBLENZ | ||||||||||||||
| EVP, LEGAL & REGULATORY AF | $560,658 | $29,508 | $57,000 | $3,000 | $44,668 | $2,351 | $18,881 | $994 | $30,179 | $1,588 | $711,386 | $37,441 | $0 | $0 |
| JOSEPH L COWDEN | ||||||||||||||
| EXECUTIVE VP, COO, CFO | $434,458 | $108,614 | $0 | $0 | $32,900 | $8,225 | $15,900 | $3,975 | $23,167 | $5,792 | $506,425 | $126,606 | $0 | $0 |
| DAVID W REGAN | ||||||||||||||
| EVP, LEGISLATIVE AFFAIRS | $543,988 | $0 | $50,000 | $0 | $10,533 | $0 | $19,875 | $0 | $22,438 | $0 | $646,834 | $0 | $0 | $0 |
| JONATHAN COLLEGIO | ||||||||||||||
| SVP, PUBLIC AFFFAIRS | $324,072 | $0 | $50,000 | $0 | $10,650 | $0 | $19,875 | $0 | $27,644 | $0 | $432,241 | $0 | $0 | $0 |
| STEPHEN R PITT | ||||||||||||||
| SVP, CONVENTIONS SERVICES | $268,776 | $0 | $40,000 | $0 | $9,083 | $0 | $19,875 | $0 | $9,772 | $0 | $347,506 | $0 | $0 | $0 |
| PETER FONG | ||||||||||||||
| SVP, DEALERSHIP OPERATIONS | $170,933 | $0 | $10,000 | $0 | $1,147 | $0 | $0 | $0 | $14,519 | $0 | $196,599 | $0 | $0 | $0 |
| IVETTE RIVERA HAYES | ||||||||||||||
| SVP, LEGISLATIVE AFFAIRS | $332,842 | $0 | $25,000 | $0 | $11,012 | $0 | $19,875 | $0 | $18,805 | $0 | $407,534 | $0 | $0 | $0 |
| MICHAEL T REGAN | ||||||||||||||
| SVP, INDUSTRY RELATIONS | $292,740 | $0 | $25,000 | $0 | $12,213 | $0 | $19,875 | $0 | $32,290 | $0 | $382,118 | $0 | $0 | $0 |
| PAUL D METREY | ||||||||||||||
| VP, REGULATORY AFFAIRS | $294,876 | $0 | $25,000 | $0 | $12,109 | $0 | $18,569 | $0 | $27,629 | $0 | $378,183 | $0 | $0 | $0 |
| JAMES C MINNIS | ||||||||||||||
| VP & ASSOCIATE GENERAL COUNSEL | $147,594 | $147,594 | $12,500 | $12,500 | $1,260 | $1,260 | $9,938 | $9,938 | $10,815 | $10,815 | $182,107 | $182,107 | $0 | $0 |
| MICHAEL HARRINGTON | ||||||||||||||
| VP, LEGISLATIVE AFFAIRS | $266,522 | $0 | $25,000 | $0 | $3,535 | $0 | $19,875 | $0 | $31,637 | $0 | $346,569 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | CERTAIN DIRECTORS ARE REIMBURSED FOR FIRST CLASS AIRFARE TO ATTEND BOARD OR COMMITTEE MEETINGS. NADA HAS A HEALTH AND WELLNESS PLAN. |
| PART I, LINE 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 5 | MATERIAL DIVERSION OF ASSETS: NADA BECAME AWARE THAT IT WAS THE VICTIM OF AN INTERNET FRAUD SCHEME INVOLVING THE TRANSMISSION OF FALSIFIED VENDOR-PAYMENT INSTRUCTIONS, RESULTING IN A LOSS OF $752,855. NADA CONDUCTED A FULL INTERNAL CONTROL REVIEW, RESULTING IN THE IMPLEMENTATION OF NEW AND ENHANCED CONTROLS TO PREVENT A SIMILAR OCCURRENCE. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS 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, SECTION A, LINE 7A | BOARD SELECTION 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, SECTION B, LINE 11B | FORM 990 REVIEW 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, LINE 12C | CONFLICT OF INTEREST 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, LINE 15 | DETERMINE COMPENSATION NADA HAS A COMPENSATION COMMITTEE COMPRISED OF DIRECTORS/OFFICERS THAT REVIEW EXECUTIVE SALARIES ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS AVAILABILITY GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| NADA PAC | ||||||||||
| 8400 WESTPARK DRIVE | TYSONS | VA | 22102 | 546154586 | LOBBYING | VA | 527 | N/A | NADA | Yes (1) |
| NADA EMPLOYEE HEALTH BENEFIT PLAN | ||||||||||
| 8400 WESTPARK DRIVE | TYSONS | VA | 22102 | 521253647 | HEALTHCARE | VA | 501(C)(9) | N/A | NADA | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NADA SERVICES CORPORATION | ||||||||||||
| 8400 WESTPARK DRIVE | TYSONS | VA | 22102 | 530114728 | PUBLISHING | DE | NADA | C | $11,096,446 | $22,020,773 | 1.00000 | Yes (1) |
| NADA RETIREMENT ADMINISTRATORS INC | ||||||||||||
| 8400 WESTPARK DRIVE | TYSONS | VA | 22102 | 900212136 | ADMIN | DE | NADASC | C | -$441,345 | $1,691,784 | 1.00000 | Yes (1) |
| NAISA | ||||||||||||
| 8400 WESTPARK DRIVE | TYSONS | VA | 22102 | 541044983 | INSURANCE | DE | NADASC | C | Yes (1) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PAYMENTS TO NADA SERVICES CORPORATION | ||
| A | $1,547,947 | ACCRUAL |
| PAYMENTS TO NADA SERVICES CORPORATION | ||
| P | $11,435,077 | ACCRUAL |
| PAYMENTS TO AFFILIATES | ||
| P | $796,336 | ACCRUAL |
| PAYMENTS FROM NADA SERVICES CORPORATION | ||
| Q | $1,030,000 | ACCRUAL |
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