National Automobile Dealers Association: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- National Automobile Dealers Association (EIN 53-0114725)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201423179349302157
- Schema version
- 2013v3.1
- 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 | 2014-11-13T09:51:31-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARONSON LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 KING FARM BLVD 3RD FLOOR | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20850 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THOMAS C GOULIONIS | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 7038217000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8400 Westpark Drive | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | MCLEAN | City |
| State | VA | State |
| ZIP Code | 22102 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | thomas goulionis | PersonNm |
| Person Title | director of finance | PersonTitleTxt |
| Phone | 7038217000 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Craig Stevens CPA | PreparerPersonNm |
| PTIN | P00177781 | PTIN |
| Phone | 7038217000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | AddressLine1 |
| City | MCLEAN | City |
| State | VA | State |
| ZIP Code | 22102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $109,930,607 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 DEALERS IN IMPROVING THEIR SALES AND SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 63 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 63 | VotingMembersIndependentCnt |
| Total Employee | 128 | TotalEmployeeCnt |
| Total Gross UBI | $332,629 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $191,738 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,917,294 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,495,501 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,793,506 | PYInvestmentIncomeAmt |
| CY Investment Income | $43,096,575 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,941,524 | PYOtherRevenueAmt |
| CY Other Revenue | $4,329,392 | CYOtherRevenueAmt |
| PY Total Revenue | $44,652,324 | PYTotalRevenueAmt |
| CY Total Revenue | $83,921,468 | 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 | $13,355,943 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,314,349 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,770,000 | PYOtherExpensesAmt |
| CY Other Expenses | $31,271,031 | CYOtherExpensesAmt |
| PY Total Expenses | $41,125,943 | PYTotalExpensesAmt |
| CY Total Expenses | $46,585,380 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,526,381 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $37,336,088 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $139,054,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $151,558,260 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $49,365,702 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,535,344 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $89,689,234 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $135,022,916 | 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | 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 MANAGEMENT SYSTEMS. PROGRAMS INCLUDE: DEALER CANDIDATE ACADEMY, 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 AND DISTRIBUTORS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 151 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 128 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | 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 | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS C GOULIONIS | PersonNm |
| Phone | 7038217000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8400 WESTPARK DRIVE | AddressLine1 |
| City | McLean | City |
| State | VA | State |
| ZIP Code | 22102 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (73 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 |
|---|---|---|---|---|---|---|---|---|
| David W Westcott | ||||||||
| chairman | 5.0 | Yes (X) | Yes (X) | |||||
| jeffrey b carlson | ||||||||
| secretary | 5.0 | Yes (X) | Yes (X) | |||||
| WILLIAM P UNDERRINER | ||||||||
| director | 5.0 | Yes (X) | ||||||
| FORREST MCCONNELL III | ||||||||
| vice chairman | 5.0 | Yes (X) | Yes (X) | |||||
| george e nahas | ||||||||
| treasurer | 5.0 | Yes (X) | Yes (X) | |||||
| andrew caldwell jr | ||||||||
| director | 5.0 | Yes (X) | ||||||
| PETER E BLACKSTOCK | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| greg taylor | ||||||||
| director | 5.0 | Yes (X) | ||||||
| GARY H REYNOLDS | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| WILLIAM H WILLIS JR | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| JOHN C SYMES | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| Steven J Allwine | ||||||||
| Director | 5.0 | Yes (X) | ||||||
| brian hamilton | ||||||||
| director | 5.0 | Yes (X) | ||||||
| stan masmaitsu | ||||||||
| director | 5.0 | Yes (X) | ||||||
| EDWARD C TONKIN | ||||||||
| director | 5.0 | Yes (X) | ||||||
| DAVID B PENSKE | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| W CARROLL SMITH | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| STEPHEN W WADE | ||||||||
| director | 5.0 | Yes (X) | ||||||
| TAMARA C DARVISH | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| RAMSEY T WAY | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| Mark Birdnow | ||||||||
| Director | 5.0 | Yes (X) | ||||||
| Wesley L Lutz | ||||||||
| Director | 5.0 | Yes (X) | ||||||
| MARCY H MAGUIRE | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| DON CHALMERS | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| Carlo Merlo | ||||||||
| Director | 5.0 | Yes (X) | ||||||
| CLARENCE B SMAIL JR | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| mark SCARPELLI | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| DAVID L COX | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| DAVID SHEPHERD | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| JACK KAIN | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| Dennis Gaudet | ||||||||
| Director | 5.0 | Yes (X) | ||||||
| CHARLES R GAUNCE | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| DAVID K WILLIAMS JR | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| Dan Mullins | ||||||||
| Director | 5.0 | Yes (X) | ||||||
| AJ M OUSTALET III | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| Joel Oustalet | ||||||||
| Director | 5.0 | Yes (X) | ||||||
| JAMES R MARSH | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| WILLIAM C FOX | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| NEALE A KUPERMAN | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| DONOVAN A BERTSCH | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| THOMAS D GANLEY | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| CLIFTON C GOODWIN III | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| H DOUGLAS KNUST | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| TED RUSSELL | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| ANNETTE SYKORA | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| WADE D WALKER | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| MICHAEL C MARTIN | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| MARLENE HOLLENBACK | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| RICHARD STEPHENS | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| KENNETH C VANCE | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| RICHARD P GREINER JR | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| MICHELLE PRIMM | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| DONALD P HICKS | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| KATHLEEN SIMS | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| RICHARD GENTHE | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| JAMES A AUFFENBERG JR | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| TODD M SNELL | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| DESMOND A ROBERTS | ||||||||
| DIRECTOR | 5.0 | Yes (X) | ||||||
| Greg Galpin | ||||||||
| director | 5.0 | Yes (X) | ||||||
| donald e sudbay jr | ||||||||
| director | 5.0 | Yes (X) | ||||||
| william f reineke jr | ||||||||
| director | 5.0 | Yes (X) | ||||||
| chris hurd | ||||||||
| director | 5.0 | Yes (X) | ||||||
| richard w witcher | ||||||||
| director | 5.0 | Yes (X) | ||||||
| JOSEPH L COWDEN | ||||||||
| VP AND CFO/temp president | 40.0 | Yes (X) | $209,493 | $406,662 | $53,636 | |||
| ANDREW D KOBLENZ | ||||||||
| VP AND GENERAL COUNSEL | 40.0 | Yes (X) | $533,964 | $117,211 | $59,536 | |||
| Peter K Welch | ||||||||
| President/Part Year | 40.0 | Yes (X) | $598,227 | $351,339 | $46,833 | |||
| JOHN R LYBOLDT | ||||||||
| vp dealer services | 40.0 | $315,864 | $0 | $45,964 | Yes (X) | |||
| STEPHEN R PITT | ||||||||
| vp conventions | 40.0 | $272,487 | $0 | $27,249 | Yes (X) | |||
| MICHAEL T REGAN | ||||||||
| vp industry affairs | 40.0 | $285,665 | $0 | $57,834 | Yes (X) | |||
| DAVID W REGAN | ||||||||
| VP LEGISLATIVE AFFAIRS | 40.0 | $194,011 | $0 | $23,503 | Yes (X) | |||
| DAVID F HYATT | ||||||||
| VP PUBLIC AFFAIRS | 40.0 | $268,530 | $0 | $41,583 | Yes (X) | |||
| JAMeS C MINNIS | ||||||||
| ASSOC GENERAL COUNSEL | 40.0 | $0 | $273,641 | $47,541 | Yes (X) | |||
| Michael W Harrington | ||||||||
| Temp VP Legislative affairs | 40.0 | $250,646 | $0 | $52,875 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,928,887 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,148,853 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $456,554 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| CompensationCompensationAmt | ServicesServicesDesc |
|---|---|
| marshall robinson assoc | |
| $565,763 | |
| microsoft licensing | |
| $165,714 | it |
| payne frears llp | |
| $163,240 | |
| ml strategies llc | |
| $150,737 | |
| miller Chevalier chartered | |
| $120,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONVENTION AND EXPOSITION | 900099 | $13,392,855 | $13,392,855 | |
| MANAGEMENT SERVICES | 611600 | $13,794,652 | $13,794,652 | |
| PUBLICATIONS | 900099 | $3,172,245 | $3,172,245 | |
| MEMBER DUES | 541900 | $4,967,597 | $4,967,597 | |
| SPONSORSHIP/ADVERTISING | 900099 | $1,168,152 | $835,523 | $332,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,495,501 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,407,122 | TotalRevenueColumnAmt |
| Exclusion | $42,407,122 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,329,392 | TotalRevenueColumnAmt |
| Exclusion | $4,329,392 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,698,592 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,009,139 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $689,453 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $689,453 | TotalRevenueColumnAmt |
| Exclusion | $689,453 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,921,468 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,162,872 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $332,629 | UnrelatedBusinessRevenueAmt |
| Exclusion | $47,425,967 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,099,808 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,672,732 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,541,809 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,245 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,518 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,475 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,028,178 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,099,240 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,659,370 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,083,276 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,360,536 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,119,684 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,608,687 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,613 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,237 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,287 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| COMMISSIONS | $1,706,269 |
| EQUIPMENT RENTAL | $2,901,013 |
| CORPORATE OVERHEAD | $6,355,478 |
| TAXES | $112,483 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,442 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,585,380 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,041,000 | BOYAmt |
| EOY | $2,081,681 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399 | BOYAmt |
| EOY | $399 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,998,788 | BOYAmt |
| EOY | $3,231,949 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $705,673 | BOYAmt |
| EOY | $615,766 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,232,447 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,041,586 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,114,357 | BOYAmt |
| EOY | $1,190,861 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,160,390 | BOYAmt |
| EOY | $130,227,318 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,501,307 | BOYAmt |
| EOY | $12,923,912 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,533,022 | BOYAmt |
| EOY | $1,286,374 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,054,936 | BOYAmt |
| EOY | $151,558,260 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,087,984 | BOYAmt |
| EOY | $5,143,943 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,777,194 | BOYAmt |
| EOY | $6,153,124 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,500,524 | BOYAmt |
| EOY | $5,238,277 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,365,702 | BOYAmt |
| EOY | $16,535,344 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,689,234 | BOYAmt |
| EOY | $135,022,916 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,689,234 | BOYAmt |
| EOY | $135,022,916 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,054,936 | BOYAmt |
| EOY | $151,558,260 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $37,336,088 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,997,594 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (true) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $4,967,596 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $2,918,872 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$723,557 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $2,195,315 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $3,910,298 | AggregateReportedDuesNtcAmt |
| Taxable | -$1,714,983 | TaxableAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | GOVERNMENT RELATIONS | FormAndLineReferenceDesc |
| Explanation | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS CITADEL KENSINGTON | $6,423,912 | F |
| HEDGE FUNDS TACONIC | $6,500,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,923,912 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE - RELATED ORGANIZATION | Desc |
| Amt | $5,238,277 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,238,277 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $91,919,062 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,997,594 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $7,997,594 | RevenueNotReportedAmt |
| Revenue Subtotal | $83,921,468 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $83,921,468 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $46,585,380 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $46,585,380 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $46,585,380 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | schedule d part x line 2 | FormAndLineReferenceDesc |
| Explanation | 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, 2013, and 2012, 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, 2010 through the current year remain open for examination by federal and state tax authorities. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Central America and the Caribbean | Investments | n/a | $9,742,288 |
| North America | Investments | n/a | $7,763,263 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $17,505,551 | SubtotalSpentAmt |
| Total Spent | $17,505,551 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | 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 (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH L COWDEN | ||||||||||||||
| VP AND CFO/temp president | $184,938 | $358,997 | $8,500 | $16,500 | $16,055 | $31,165 | $7,803 | $15,147 | $10,433 | $20,253 | $227,729 | $442,062 | $0 | $0 |
| ANDREW D KOBLENZ | ||||||||||||||
| VP AND GENERAL COUNSEL | $484,158 | $106,278 | $20,500 | $4,500 | $29,306 | $6,433 | $18,819 | $4,131 | $30,000 | $6,586 | $582,783 | $127,928 | $0 | $0 |
| JOHN R LYBOLDT | ||||||||||||||
| vp dealer services | $296,180 | $0 | $15,000 | $0 | $4,684 | $0 | $22,950 | $0 | $23,014 | $0 | $361,828 | $0 | $0 | $0 |
| STEPHEN R PITT | ||||||||||||||
| vp conventions | $249,580 | $0 | $15,000 | $0 | $7,907 | $0 | $22,950 | $0 | $4,299 | $0 | $299,736 | $0 | $0 | $0 |
| MICHAEL T REGAN | ||||||||||||||
| vp industry affairs | $277,560 | $0 | $5,000 | $0 | $3,105 | $0 | $22,950 | $0 | $34,884 | $0 | $343,499 | $0 | $0 | $0 |
| DAVID W REGAN | ||||||||||||||
| VP LEGISLATIVE AFFAIRS | $191,673 | $0 | $0 | $0 | $2,338 | $0 | $14,475 | $0 | $9,028 | $0 | $217,514 | $0 | $0 | $0 |
| DAVID F HYATT | ||||||||||||||
| VP PUBLIC AFFAIRS | $262,788 | $0 | $0 | $0 | $5,742 | $0 | $19,125 | $0 | $22,458 | $0 | $310,113 | $0 | $0 | $0 |
| JAMeS C MINNIS | ||||||||||||||
| ASSOC GENERAL COUNSEL | $0 | $245,344 | $0 | $25,000 | $0 | $3,297 | $0 | $22,950 | $0 | $24,591 | $0 | $321,182 | $0 | $0 |
| Peter K Welch | ||||||||||||||
| President/Part Year | $457,986 | $268,976 | $120,412 | $70,718 | $19,829 | $11,645 | $0 | $0 | $29,505 | $17,328 | $627,732 | $368,667 | $0 | $0 |
| Michael W Harrington | ||||||||||||||
| Temp VP Legislative affairs | $213,964 | $0 | $35,000 | $0 | $1,682 | $0 | $22,950 | $0 | $29,925 | $0 | $303,521 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 page 2 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. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| DEALERS ELECTION ACTION COMMITTEE | |||||||||
| 8400 WESTPARK DRIVE | MCLEAN | VA | 22102 | 546154586 | LOBBYING | 527 | N/A | NADA | Yes (true) |
| NADA EMPLOYEE HEALTH BENEFIT PLAN | |||||||||
| 8400 WESTPARK DRIVE | MCLEAN | VA | 22102 | 521253647 | HEALHCARE | 501(c)(9) | N/A | NADA | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NADA SERVICES CORPORATION | ||||||||||||
| 8400 WESTPARK DRIVE | MCLEAN | VA | 22102 | 530114728 | PUBLISHING | DE | NADA | C CORP | $11,366,088 | $71,945,532 | 1.00000 | Yes (true) |
| NADA RETIREMENT ADMINISTRATORS INC | ||||||||||||
| 8400 WESTPARK DRIVE | MCLEAN | VA | 22102 | 200102939 | ADMIN | DE | NADASC | C CORP | Yes (true) | |||
| nat'l auto dealers assoc indemnity inc | ||||||||||||
| 8400 WESTPARK DRIVE | MCLEAN | VA | 22102 | 841424429 | INSURANCE | DE | NADASC | C CORP | Yes (true) | |||
| NAISA | ||||||||||||
| 8400 WESTPARK DRIVE | MCLEAN | VA | 22102 | 541044983 | INSURANCE | DE | NADASC | C CORP | Yes (true) | |||
| NADA LINK LLC | ||||||||||||
| 8400 WESTPARK DRIVE | MCLEAN | VA | 22102 | 202628901 | SERVICES | DE | NADASC | C CORP | Yes (true) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FROM NADA SERVICES CORPORATION | ||
| a | $2,821,249 | ACCRUAL |
| PAYMENTS TO NADA SERVICES CORPORATION | ||
| a | $1,358,304 | ACCRUAL |
| PAYMENTS TO NADA SERVICES CORPORATION | ||
| p | $1,584,151 | ACCRUAL |
| PAYMENTS TO AFFILIATES | ||
| p | $488,613 | ACCRUAL |
| FROM NADA SERVICES CORPORATION | ||
| q | $876,000 | ACCRUAL |
Comments