2024-10-31T15:40:00-05:00 2023-12-31 571157523 Aprio LLP 111 Rockville Pike Suite 600 Rockville MD 20850 990 2023-01-01 541008060 NADA Foundation NADA 8005576232 8484 Westpark Drive 500 Tysons VA 22102 Joseph L Cowden Assistant Treasurer 8005576232 2024-10-31 1 0 Stacy Cullen P00974308 3012316200 2024-10-31 2023 2024-10-15 13:58:12Z Annette Sykora 8484 Westpark Drive 500 Tysons VA 22102 2928297 0 X N/A X 1975 DC Operates exclusively for charitable and educational purposes. 13 13 0 0 0 0 1168391 759785 0 0 87678 -320757 0 0 1256069 439028 2021130 279499 0 0 0 0 0 0 28049 201393 158931 2222523 438430 -966454 598 16240401 19216040 36299 33534 16204102 19182506 The NADA Foundation operates exclusively for charitable and educational purposes. 0 0 29477 26169 The Foundation provides emergency relief for dealership employees impacted by disasters. 192821 168330 The Foundations' Ambassador Program gives grants to worthy hospitals, organizations, schools, colleges, and universities. Also, the Foundation provides assistance to canine companions for independence and other worthy causes. 104690 85000 The Foundation promotes workforce development in franchised new-car and -truck dealerships. 326988 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 X Steve Kasulaitis 8005576232 8484 Westpark Drive 500 Tysons VA 22102 Annette Sykora Chairwoman 5.00 X X 0 0 0 Gary Gilchrist Vice Chairman 1.00 X X 0 0 0 Brian Maas ATAE/Secretary 1.00 X X 0 0 0 Don Hicks Treasurer 1.00 X X 0 0 0 Sandra Angelo Trustee 1.00 X 0 0 0 Jamie Auffenberg Trustee 1.00 X 0 0 0 John Connelly Trustee 1.00 X 0 0 0 Kirt Frye Trustee 1.00 X 0 0 0 Wes Lutz Trustee 1.00 X 0 0 0 Geoffrey Pohanka Trustee 1.00 X 0 0 0 Rhett Ricart Trustee 1.00 X 0 0 0 Paul Walser Trustee 1.00 X 0 0 0 Bill Willis Trustee 1.00 X 0 0 0 Jonathan Collegio Executive Director 1.00 40.00 X 0 641667 68281 Joe Cowden Assistant Treasurer 1.00 40.00 X 0 527496 58353 Andy Koblenz Assistant Secretary 1.00 40.00 X 0 953148 59360 0 2122311 185994 0 0 1 0 0 759785 759785 302438 302438 1866074 2489269 -623195 -623195 -623195 439028 0 0 -320757 253330 253330 26169 26169 21500 4300 12900 4300 59569 11914 35741 11914 15000 15000 9805 1961 5883 1961 25294 8811 12362 4121 22799 4560 13679 4560 4714 943 2828 943 Bad Debt 250 250 438430 326988 83393 28049 654960 1099208 250 20684 35893 8444775 8704374 7119732 9376565 16240401 19216040 27986 25221 8313 8313 36299 33534 X 14815569 17613510 1388533 1568996 16204102 19182506 16240401 19216040 598 2978100 -294 0 X 0 1 X 1 0 X 875883 518587 701412 1168391 759785 4024058 875883 518587 701412 1168391 759785 4024058 212065 3811993 263686 250354 330116 136612 302438 1283206 5307264 0.71830 0.72600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9687791 57834 1766442 -14670 30635 47834 11448268 13490292 96123 -2356596 1410660 76245 55123 9687791 11794485 85632 1693440 27633 55632 13490292 10215297 76196 1627856 15180 53988 55696 11794485 8843775 166186 1688968 320810 88136 74686 10215297 1.00000 0.00000 0.00000 0 0 0 Other Securities 9376565 F 9376565 X 3665668 2978100 308108 3286208 379460 59568 59568 439028 686970 308108 308108 378862 59568 59568 438430 Part V, Line 4: Designated net assets reflect funds established by the Foundation as designated for certain purposes. New car and truck dealers and members of the automobile industry provide funding. Part X, Line 2: The Foundation evaluates uncertainty in income tax positions 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 the Foundation's financial statements. To the extent that the Foundation's estimates change or the final tax outcome of these matters is different than the amounts that have been recorded, such differences will impact the income tax provision when such determinations are made. If applicable, the Foundation records interest and penalties as a component of income tax expense. Tax years from December 31, 2020 through the current year remain open for examination by federal and state tax authorities. 1 Canine Companions for Independence PO Box 446 Northeast Region Santa Rosa CA 954020446 942494324 501C3 183000 0 General Support Urban League of Louisina 4640 S Carrollton Ave Ste 210 New Orleans LA 70110 720423627 501C3 70000 0 General Support Vehicles for Change 4111 Washington Blvd Halethorpe MD 21227 541933692 501C3 15000 0 General Support Northstar Foundation 4242 N 49th Ave Omaha NE 68104 260494022 501C3 10000 0 General Support The Backstoppers Inc 10411 Clayton Rd 203 St Louis MO 63131 436032561 501C3 8000 0 General Support Teammates Mentoring Program 6801 O St Lincoln NE 68510 470840990 501C3 8000 0 General Support Ivy Tech Foundaton Inc 50 W Fall Creek Pkwy N Dr Indianapolis IN 42608 237073977 501C3 6000 0 General Support 8 0 Emergency Relief Grants 69 26169 Part I, Line 2: Procedures for monitoring the use of grant funds in the U.S. grants are made to organizations in the U.S. only. Grantees submit an application and file reports as to how the funds are used and the grants are monitored as being within the U.S. X 0 0 0 0 0 0 0 0 0 0 0 Andy Koblenz Assistant Secretary 0 674894 0 250000 0 28254 0 16341 0 43019 0 1012508 0 0 Jonathan Collegio Executive Director 0 515290 0 100000 0 26377 0 22822 0 45459 0 709948 0 0 Joe Cowden Assistant Treasurer 0 442794 0 50000 0 34702 0 23419 0 34934 0 585849 0 0 Part I, Line 1a AIR FARE THAT IS DIRECTLY RELATED TO FOUNDATION 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. THE FOUNDATION ALSO ADVISES ITS BOARD MEMBERS TO HAVE A TAX PROFESSIONAL REVIEW ANY PAYMENTS FROM THE FOUNDATION SO THEY CAN BE TREATED PROPERLY UNDER THE IRS CODE. NADA Founder General Operations X 35893 0 1 0 35893 Form 990, Part IV, Line 34 - Relationship with Tax Exempt Organization The National Automobile Dealers Charitable Foundation was founded by and continues to have a close relationship with the National Automobile Dealers Association (NADA), a tax exempt organization Under IRC 501(c)(6). NADA is not listed as a related organization as it does not have control of the Foundation. Form 990, Part VI, Section B, line 11b After review by independent accountants and prior to filing with the IRS, the Form 990 is provided to certain officers, including the treasurer, for review and comment. Form 990, Part VI, Section C, line 19 The Organization's governing documents are available for viewing upon reasonable request. NATIONAL AUTOMOBILE DEALERS ASSOCIATION 8484 WESTPARK DRIVE 500 TYSONS VA 22102 530114725 TRADE GROUP DE 501(c)(6) N/A 0 NADA PAC 8484 WESTPARK DRIVE 500 TYSONS VA 22102 546154586 LOBBYING VA 527 NADA 0 NADA EMPLOYEE HEALTH BENEFIT PLAN 8484 WESTPARK DRIVE 500 TYSONS VA 22102 521253647 HEALTHCARE VA 501(c)(9) NADA 0 NADA SERVICES CORPORATION 8484 WESTPARK DRIVE 500 TYSONS VA 22102 530114728 REAL ESTATE LEASING DE NADA C 0 NADA RETIREMENT ADMINISTRATORS 8484 WESTPARK DRIVE 500 TYSONS VA 22102 900121213 ADMIN DE NADA C 0 NAISA 8484 WESTPARK DRIVE 500 TYSONS VA 22102 541044983 INSURANCE DE NADA C 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0