2025-11-11T09:10:16-06:00 2024-12-31 582487348 Aprio Advisory Group LLC 111 Rockville Pike Suite 600 Rockville MD 20850 990 2024-01-01 541008060 NADA Foundation NADA 8005576232 8484 Westpark Drive 500 Tysons VA 22102 Stephen R Pugh Assistant Treasurer 8005576232 2025-11-10 1 1 Stacy Cullen P00974308 3012316200 2025-11-10 2024 2025-03-06 01:10:19Z Annette Sykora 8484 Westpark Drive 500 Tysons VA 22102 37409588 0 X N/A X 1975 DC Operates exclusively for charitable and educational purposes. 12 12 0 12 0 0 759785 1020532 0 0 -320757 2076056 0 0 439028 3096588 279499 677565 0 0 0 0 0 0 47419 158931 134494 438430 812059 598 2284529 19216040 22447416 33534 31599 19182506 22415817 The NADA Foundation operates exclusively for charitable and educational purposes. 0 0 518510 511550 The Foundation provides emergency relief for dealership employees impacted by disasters. 191977 166015 The Foundation promotes workforce development in franchised new-car and -truck dealerships. Also, the Foundation provides assistance to canine companions for independence and other worthy causes. 32383 The Foundations' Ambassador Program gives grants to worthy hospitals, organizations, schools, colleges, and universities. 742870 1 1 0 0 0 0 0 0 0 1 0 0 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 12 12 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 John Devlin 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 Trace Beck Trustee 1.00 X 0 0 0 Tom Castriota Trustee 1.00 X 0 0 0 Mike DeSilva Trustee 1.00 X 0 0 0 Kirt Frye Trustee 1.00 X 0 0 0 Joe Massarelli Trustee 1.00 X 0 0 0 Bobby Sight Trustee 1.00 X 0 0 0 Bob Vail Trustee 1.00 X 0 0 0 Jonathan Collegio Executive Director (till Nov) 1.00 40.00 X 0 646756 47954 Joe Cowden Assistant Treasurer (till Nov) 1.00 40.00 X 0 595844 59760 Andrew Koblenz Asst Treasurer(Jan-Nov)/Exec Dir(Dec) 1.00 40.00 X 0 856748 62917 Stephen R Pugh Assistant Treasurer (from Dec) 1.00 40.00 X 0 74297 9855 James C Minnis Assistant Secretary (from Dec) 1.00 40.00 X 0 557806 64142 0 2731451 244628 0 0 1 0 0 1020532 1020532 334526 334526 36054530 34313000 1741530 1741530 1741530 3096588 0 0 2076056 166015 166015 511550 511550 22150 13290 4430 4430 40594 24356 8119 8119 4286 4286 15754 9452 3151 3151 23605 13502 4501 5602 20263 20263 7842 4705 1569 1568 812059 742870 21770 47419 1099208 14144529 35893 33312 310 8704374 8269265 9376565 19216040 22447416 25221 23286 8313 8313 33534 31599 X 17613510 20849609 1568996 1566208 19182506 22415817 19216040 22447416 2284529 948400 382 0 X X 0 1 X 1 0 X 518587 701412 1168391 759785 1020532 4168707 518587 701412 1168391 759785 1020532 4168707 214765 3953942 250354 330116 136612 302438 334526 1354046 5522753 0.71590 0.71830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11448268 61655 2166414 29743 41655 13604939 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 1.00000 0.00000 0.00000 0 0 0 X 4240469 948400 236075 1184475 3055994 40594 40594 3096588 1007540 236075 236075 771465 40594 40594 812059 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, 2021 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 136000 0 General Support Vehicles for Change 4111 Washington Blvd Halethorpe MD 21227 541933692 501C3 25000 0 General Support 2 Emergency Relief Grants 892 511550 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 Andrew Koblenz Asst Treasurer(Jan-Nov)/Exec Dir(Dec 0 674744 0 150000 0 32004 0 19748 0 43169 0 919665 0 0 Jonathan Collegio Executive Director (till Nov) 0 318012 0 0 0 328744 0 21653 0 26301 0 694710 0 0 Joe Cowden Assistant Treasurer (till Nov) 0 467594 0 100000 0 28250 0 24834 0 34926 0 655604 0 0 James C Minnis Assistant Secretary (from Dec) 0 492944 0 50000 0 14862 0 25508 0 38634 0 621948 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 0 21562 0 1 0 21562 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. Form 990, Part XII, Line 2c: The process has not changed from the prior year. 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