2024-10-30T15:41:02-05:00 2023-12-31 571157523 Aprio LLP 111 Rockville Pike Suite 600 Rockville MD 20850 990 2023-01-01 530114725 National Automobile Dealers Association NATI 8005576232 8484 Westpark Drive 500 Tysons VA 22102 Joseph L Cowden Executive VP & CFO 8005576232 2024-10-30 1 0 Stacy Cullen P00974308 3012316200 2024-10-30 2023 2024-10-15 13:58:12Z Joseph L Cowden 8484 Westpark Drive 500 Tysons VA 22102 99099592 0 X nada.org X 1917 DE Represent automobile dealers interfacing with manufacturers and US Congress. Operate training and service programs to assist franchised dealers in improving their sales and services. 65 65 188 65 1302500 1004639 0 0 58338261 63578172 7164572 9345426 3976751 2970296 69479584 75893894 332725 258397 0 0 34264533 38250995 0 0 0 38251851 38732634 72849109 77242026 -3369525 -1348132 390294001 424631342 71727056 72384636 318566945 352246706 X Represents and lobbies on behalf of franchised car and truck dealers before the US Congress and executive branch on legislative and regulatory matters. Also represents dealers in certain interactions with car and truck manufacturers. NADA provides education to its members on important legal, legislative and regulatory issues impacting their business. NADA provides various education and training services to its members to help them improve their sales, service and operational skills. 0 0 Conventions & Exhibitions - The NADA convention and exhibitions contribute importantly to the exempt function by bringing the membership together to meet with factory and after market product representatives. The purpose is to inform members of current developments in the retail automobile industry. Dealership Management Services - These activities are significant elements contributing to the exempt function by providing automobile dealers with information designed to improve dealership performance. Programs include: dealer candidate academy, the 20 Group program, seminars, and a general dealership management program. Industry Relations - The purpose of this program is to develop and advocate positions which will improve the dealers relationship with manufacturers. Government Relations - Protects dealer interests before the US Congress. The staff communicates with members of Congress to express the position of dealers on various issues, prepares testimony for congressional hearings when appropriate, and attempts to modify legislation to address dealers' concerns. It monitors legislative activities such as hearings, markups, conferences, etc., communicates with the dealer body on legislative matters, and directs dealer efforts to communicate with members of Congress. 0 0 0 1 0 0 0 0 0 1 1 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 231 0 1 188 1 1 1 0 0 0 0 0 1 0 X 65 65 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 1 1 1 1 1 X Steve Kasulaitis 8005576232 8484 Westpark Drive Suite 500 Tysons VA 22102 A Foster McKissick Director 1.00 X 0 0 0 Annette DiLorenzo Thayer Director 1.00 X 0 0 0 Bobby Sight Director 1.00 X 0 0 0 C Scott Dube Director 1.00 X 0 0 0 Charles Ruwart Director 1.00 X 0 0 0 Chris Coyle Director 1.00 X 0 0 0 Chris Meier Director 1.00 X 0 0 0 Colleen McDonald Director 1.00 X 0 0 0 Danny Renshaw Director 1.00 X 0 0 0 David Hammer Director 1.00 X 0 0 0 David Taylor Director 1.00 X 0 0 0 Donald Hicks Director 1.00 X 0 0 0 Donald Kaltschmidt Director 1.00 X 0 0 0 Frank Hanenberger Director 1.00 X 0 0 0 Gary Gilchrist Vice Chairman 5.00 X X 0 0 0 Geoffrey Pohanka Chairman 5.00 X X 0 0 0 Hilary Haron Director 1.00 X 0 0 0 James Marsh Director 1.00 X 0 0 0 James Rivchin Director 1.00 X 0 0 0 Jeff Aiosa Director 1.00 X 0 0 0 Jeffrey Longbine Director 1.00 X 0 0 0 Jeffrey Weber Director 1.00 X 0 0 0 Jesse Peterson Director 1.00 X 0 0 0 John Emerson Director 1.00 X 0 0 0 John McClurg Director 1.00 X 0 0 0 John Mitchell Director 1.00 X 0 0 0 John S Oyler Director 1.00 X 0 0 0 Joseph Massarelli Director 1.00 X 0 0 0 Joshua Johnson Director 1.00 X 0 0 0 Kirk Schneider Director 1.00 X 0 0 0 Kirtlund Frye Treasurer 2.00 X X 0 0 0 Lane Nichols Director 1.00 X 0 0 0 Mark Hebert Director 1.00 X 0 0 0 Mark Normandin Director 1.00 X 0 0 0 Matthew Browning Director 1.00 X 0 0 0 Michael Joe Cannon Director 1.00 X 0 0 0 Michael Suttle Director 1.00 X 0 0 0 Michelle Primm Director 1.00 X 0 0 0 Mike Alford Immediate Past Chair 5.00 X X 0 0 0 Nathaniel Sutton Director 1.00 X 0 0 0 Paul Walser Director 1.00 X 0 0 0 Rhett Ricart Director 1.00 X 0 0 0 Richard DeSilva Director 1.00 X 0 0 0 Richard Phelps Director 1.00 X 0 0 0 Richard Stephens Director 1.00 X 0 0 0 Rob Cochran Director 1.00 X 0 0 0 Robert Brogden Director 1.00 X 0 0 0 Robert Tasca Director 1.00 X 0 0 0 Robert Vail Director 1.00 X 0 0 0 Roger Elswick Director 1.00 X 0 0 0 Ryan Gremore Director 1.00 X 0 0 0 Samuel Smith Director 1.00 X 0 0 0 Sandra Angello Director 1.00 X 0 0 0 Scott McCandless Director 1.00 X 0 0 0 Sidney Dillon Director 1.00 X 0 0 0 Stan Masamitsu Director 1.00 X 0 0 0 Stan McNabb Director 1.00 X 0 0 0 Steve Middlebrooks Director 1.00 X 0 0 0 Thomas Bloomfield Director 1.00 X 0 0 0 Thomas Castriota Director 1.00 X 0 0 0 Tony Pack Director 1.00 X 0 0 0 Tracy Beck Director 1.00 X 0 0 0 Valerie Bowen Director 1.00 X 0 0 0 Wesley Lutz Director 1.00 X 0 0 0 William Willis Secretary 2.00 X X 0 0 0 Andrew D Koblenz EVP Strategic Initiatives 40.00 2.00 X 943616 9532 59359 Joseph L Cowden EVP & CFO 40.00 2.00 X 474746 52749 58353 Michael J Stanton President & CEO 40.00 2.00 X 1448339 29558 70251 David W Regan EVP Legislative Affairs 40.00 0.00 X 720277 0 63369 James C Minnis SVP & General Counsel 40.00 2.00 X 464785 4695 63385 John Beckman EVP & COO 40.00 0.00 X 640758 0 71997 Paul D Metrey SVP Regulatory Affairs 40.00 0.00 X 656004 0 64641 Ivette Rivera Hayes SVP Legislative Affairs 40.00 0.00 X 472690 0 59036 Jonathan A Collegio SVP Public Affairs 40.00 0.00 X 641667 0 68281 Michael T Regan SVP Industry Affairs 40.00 0.00 X 492739 0 77972 Michael W Harrington VP Legislative Affairs 40.00 0.00 X 401272 0 72255 Steve Park SVP Dealership Operations 40.00 0.00 X 495850 0 70159 7852743 96534 799058 114 0 1 0 CDK Global 4650 Montgomery Road Cincinnati OH 45212 Info Tech Services 3246095 Freeman PO Box 734569 Dallas TX 75265 Convention Services 1914163 Marshall Robinson & Assoc Inc PO Box 206 Naples TX 75568 Convention Services 1144611 Vigna Solutions Inc 21351 Gentry Dr Suite 145 Sterling VA 20166 Info Tech Services 1031513 Directions Inc PO Box 681429 Schaumburg IL 60168 Convention Services 732602 40 Management Services 611600 27238792 27238792 Convention and Exposition 900099 20715012 20715012 Member Dues 541900 10827154 10827154 Sponsorship/Advertising 900099 4797214 3522214 1275000 63578172 7589581 7589581 2873677 27500 2846177 24961543 23183563 22135 1777980 -22135 1755845 1755845 Tax Credits 900099 96619 96619 96619 75893894 62303172 1302500 12288222 258397 5791412 25674085 6785498 785540 153695 829545 6650496 1224124 4149679 5278796 2711732 4307937 4864947 626557 794019 430901 Equip. Rental & Main. 4460996 Commissions 1577651 Taxes 376066 Equipment/Furniture 77787 -567834 77242026 1771166 4582919 9077220 9994176 5505531 3658801 6315271 5708591 13001154 5851015 6738090 7150139 154492643 172726506 172110621 186267448 34283459 34542762 390294001 424631342 40015848 38796959 31711208 33587677 71727056 72384636 X 318566945 352246706 318566945 352246706 390294001 424631342 -1348132 35027893 0 X 0 1 X 1 0 0 0 1 10827154 6484406 -1309427 5174979 6171478 -996499 Schedule C, Part IV - Government Relations: Protects dealer interests before the US Congress. The staff communicates with members of Congress to express the position of dealers on various issues, prepares testimony for congressional hearings when appropriate, and attempts to modify legislation to address dealers' concerns. It monitors legislative activities such as hearings, markups, conferences, etc., communicates with the dealer body on legislative matters and directs dealer efforts to communicate with members of Congress. 6716737 2350858 4365879 6284417 3500157 2784260 7150139 Kensington 17952914 F Hedge Funds Clarion 14931731 F State Street MSCI Emrg Mkt 17654001 F State Street Russell 2000 7538795 F State Street S&P 500 107155846 F State Street Real Asset 21034161 F 186267448 Right-of-Use Asset 19865074 Joint Venture Investment 2959195 Due from Affiliate 11718493 34542762 X Part X, Line 2: NADA evaluates uncertainty in income tax positions taken or expected to be taken on a tax return based on a more-likely-than-not recognition standard. If that threshold is met, the tax position is then measured at the largest amount that is greater than 50% likely of being realized upon ultimate settlement and is recognized in NADA's consolidated financial statements. As of December 31, 2023, and 2022, there are no accruals for uncertain tax positions. If applicable, NADA records interest and penalties as a component of income tax expense. Tax years from January 1, 2020 through the current year remain open for examination by federal and state tax authorities. 1 Competitive Enterprise Institute 1310 L Street Nw 7Th Floor Washington DC 20005 521351785 501(c)(3) 6000 0 General Support US Capitol Historical Society 200 Maryland Ave Ne Suite 400 Washington DC 20002 520796820 501(c)(3) 14420 0 General Support Toys for Tots 18251 Quantico Gateway Drive Triangle VA 221721776 203021444 501(c)(3) 15000 0 General Support Automotive Hall of Fame 21400 Oakwood Boulevard Dearborn MI 48124 383320345 501(c)(3) 18615 0 General Support Association for Safe International Road Travel 11769 Gainsborough Road Potomac MD 20854 521952743 501(c)(3) 7500 0 General Support 5 0 X 1 1 X X X X X 0 0 0 Michael J Stanton President & CEO 1019484 20806 392000 8000 36855 752 23602 482 45244 923 1517185 30963 0 0 Andrew D Koblenz EVP Strategic Initiatives 668145 6749 247500 2500 27971 283 16177 163 42589 430 1002382 10125 0 0 David W Regan EVP Legislative Affairs 592944 0 100000 0 27333 0 23400 0 39969 0 783646 0 0 0 Paul D Metrey SVP Regulatory Affairs 526633 0 100000 0 29371 0 21188 0 43453 0 720645 0 0 0 John Beckman EVP & COO 515290 0 100000 0 25468 0 24750 0 47247 0 712755 0 0 0 Jonathan A Collegio SVP Public Affairs 515290 0 100000 0 26377 0 22822 0 45459 0 709948 0 0 0 Joseph L Cowden EVP & CFO 398515 44279 45000 5000 31231 3470 21077 2342 31441 3493 527264 58584 0 0 Michael T Regan SVP Industry Affairs 419584 0 50000 0 23155 0 24750 0 53222 0 570711 0 0 0 Steve Park SVP Dealership Operations 390940 0 85000 0 19910 0 24750 0 45409 0 566009 0 0 0 James C Minnis SVP & General Counsel 442640 4471 0 0 22145 224 24503 248 38248 386 527536 5329 0 0 Ivette Rivera Hayes SVP Legislative Affairs 417810 0 35000 0 19880 0 24750 0 34286 0 531726 0 0 0 Michael W Harrington VP Legislative Affairs 361750 0 25000 0 14522 0 21673 0 50582 0 473527 0 0 0 Part I, Line 1a In some instances, board members may be reimbursed for first class air fare that is directly related to NADA business as outlined in the company's travel policy. All board travel submitted for reimbursement is required to include the appropriate supporting documentation. Per IRS guidelines, a Form 1099 will be issued when required. NADA also advises its board members to have a tax professional review any payments from NADA so they can be treated properly under the IRS Code. Form 990, Part VI, Section A, line 6 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 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 After the return has been reviewed by the independent auditors and prior to filing with the IRS, a copy is provided to certain officers (including the assistant treasurer) for their review. Form 990, Part VI, Section B, line 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, line 15 NADA has a compensation committee comprised of directors/officers that review executive salaries annually. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. NADA PAC 8484 Westpark Drive 500 Tysons VA 22102 546154586 Lobbying VA 527 NADA 1 NADA Employee Health Benefit Plan 8484 Westpark Drive 500 Tysons VA 22102 521253647 Healthcare VA 501(c)(9) NADA 1 NADA Foundation 8484 Westpark Drive 500 Tysons VA 22102 541008060 Charitable DC 501(c)(3) Line 7 NADA 1 NADA Services Corporation 8484 Westpark Drive 500 Tysons VA 22102 530114728 Real Estate Leasing DE NADA C 1.00000 1 NADA Retirement Administrators Inc 8484 Westpark Drive 500 Tysons VA 22102 900212136 Admin DE NADASC C 1.00000 1 NAISA 8484 Westpark Drive 500 TYsons VA 22102 541077983 Insurance DE C 1.00000 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 Payments to National Automobile Dealers Association Employee Health Benefit B 2840979 Accrual Payments to NADA Services Corporation P 290791 Accrual Payments to Affiliates P 626557 Accrual Payments from NADA Services Corporation Q 553300 Accrual Payments from NADA Services Corporation Q 27500 Accrual