2024-09-05T01:40:54-05:00 2024-05-31 471019942 CREATIVE PLANNING TAX LLC 12100 MEREDITH DR SUITE 200 URBANDALE IA 50323 990 2023-06-01 421445192 IOWA AUTOMOBILE DEALERS FOUNDATION FOR EDUCATION IOWA 5152261900 1111 OFFICE PARK ROAD WEST DES MOINES IA 502652507 PAUL WHITE PRESIDENT 5152261900 2024-09-04 1 1 KATHRYN R ROTH CPA P01298804 5157275700 2024-09-04 2023 2024-08-08 14:25:15Z PAUL WHITE 1111 OFFICE PARK ROAD WEST DES MOINES IA 502652507 261896 0 X WWW.IADA.COM X 1995 IA TO INVEST IN THE FUTURE OF THE MOTOR VEHICLE SALES & SERVICE INDUSTRY THROUGH SCHOLARSHIPS. 14 14 0 15 0 0 30417 38100 0 0 12362 17017 0 0 42779 55117 120937 107883 0 0 0 0 0 0 0 16661 15197 137598 123080 -94819 -67963 1018735 1077959 62500 45282 956235 1032677 TO INVEST IN THE FUTURE OF THE MOTOR VEHICLE SALES AND SERVICE INDUSTRY BY AWARDING AUTOMOTIVE SCHOLARSHIPS. TO DEVELOP PROGRAMS AND INCENTIVES WITH HIGH SCHOOLS, COLLEGES, EDUCATIONAL AGENCIES, AND THE PUBLIC TO ENCOURAGE AUTOMOTIVE CAREERS. 0 0 109133 107883 0 THE IOWA AUTOMOBILE DEALERS FOUNDATION FOR EDUCATION SOLICITED APPLICATIONS FOR SCHOLARSHIPS FROM EMPLOYEES OF IOWA DEALERS, AREA HIGH SCHOOL STUDENTS, AND COMMUNITY COLLEGES THAT OFFER TRAINING IN AUTOMOTIVE TECHNOLOGIES. 15 HIGH SCHOOL GRADUATES WERE AWARDED SCHOLARSHIPS OF $3,000 EACH FOR THE 2024/25 SCHOOL YEAR. THE SCHOLARSHIPS ARE PAID UPON PROOF OF TUITION. THE IOWA AUTO DEALERS FOUNDATION FOR EDUCATION ALSO SOLICITED GRANT APPLICATIONS FROM COMMUNITY COLLEGES THAT OFFER TRAINING IN AUTOMOTIVE TECHNOLOGIES IN IOWA. 15 GRANTS WERE AWARDED RANGING FROM $1,800 TO $8,821 FOR A TOTAL OF $59,633 DURING THE YEAR. 109133 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BRAD BAKER 5152261900 1111 OFFICE PARK RD WEST DES MOINES IA 50265 X PAUL WHITE PRESIDENT 1.00 X X 0 0 0 HEATHER MCNAMARA VICE-PRESIDENT 1.00 X X 0 0 0 BLAKE COLWELL SECRETARY-TREASURER 1.00 X X 0 0 0 MIKE CLEMONS DIRECTOR (THRU 4/2024) 1.00 X 0 0 0 MARK HUMMEL DIRECTOR 1.00 X 0 0 0 GARY JUNGE DIRECTOR 1.00 X 0 0 0 STAN MOFFITT DIRECTOR 1.00 X 0 0 0 RYAN CARLSTEDT DIRECTOR 1.00 X 0 0 0 JEFF SORENSEN DIRECTOR 1.00 X 0 0 0 TONY HOWARD DIRECTOR 1.00 X 0 0 0 MATT BROWN DIRECTOR 1.00 X 0 0 0 TIM WEBER DIRECTOR 1.00 X 0 0 0 CHAD MUSZYNSKI DIRECTOR 1.00 X 0 0 0 GARY BURTON DIRECTOR (START 4/2024) 1.00 X 0 0 0 JOEL THYS DIRECTOR (START 4/2024) 1.00 X 0 0 0 MARY CASON EXECUTIVE VICE PRESIDENT 6.00 X 0 0 0 0 0 0 0 0 0 0 0 38100 38100 25940 25940 197856 206779 -8923 -8923 -8923 55117 0 0 17017 59633 59633 48250 48250 8395 8395 3721 3721 1831 1831 AWARDS & CONTESTS 1250 1250 123080 109133 13947 0 5374 17614 4837 2753 1000 0 282 0 0 282 1007524 1057310 1018735 1077959 0 282 62500 45000 62500 45282 X 955235 1032677 1000 0 956235 1032677 1018735 1077959 -67963 144405 0 X 0 1 X 1 0 X 39977 16876 16923 30417 38100 142293 39977 16876 16923 30417 38100 142293 23990 118303 31457 25713 24379 25450 25940 132939 275232 0.42980 0.37720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 282 282 282 217482 144405 21681 166086 51396 3721 3721 55117 141040 21681 21681 119359 3721 3721 123080 1 DES MOINES AREA COMMUNITY 2006 S ANKENY BLVD ANKENY IA 50023 420926354 8821 0 AUTO TECH PROGRAM FOR A DIAGNOSTIC KIT, 4-CHANNEL SCOPE, & OPTICAL SENSOR KIT & COLLISION REPAIR PROGRAM FOR VARIOUS EQUIPMENT KIRKWOOD COMMUNITY COLLEGE 6301 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 237076632 5260 0 AUTO TECH PROGRAM FOR VARIOUS EQUIPMENT & COLLISION REPAIR PROGRAM FOR TWO PARTS CARTS NORTHWEST IOWA COMMUNITY COLLEGE 603 WEST PARK STREET SHELDON IA 51201 420926341 5610 0 AUTO TECH PROGRAM FOR A DRIVE SHAFT ANGLE TRAINER 0 3 SCHOLARSHIPS 15 46250 0 PART I, LINE 2: GRANTS: THE BOARD OF DIRECTORS ("BOARD") FORMED A COMMITTEE TO ESTABLISH A GRANT REVIEW PROCESS. GRANT APPLICATIONS WERE SENT TO ALL IOWA COMMUNITY COLLEGE'S AUTOMOTIVE PROGRAMS REQUESTING THEM TO ANSWER THE QUESTION "HOW MUCH MONEY DOES YOUR PROGRAM NEED AND HOW WOULD IT BE USED?" THE COMMUNITY COLLEGE COMMITTEE REVIEWED GRANT APPLICATIONS AND RECOMMENDED THE BOARD AWARD 15 GRANTS RANGING FROM $1,260 TO $8,821 IN THE SPRING OF 2024. SCHOLARSHIPS: THE BOARD OF DIRECTORS ("BOARD") REVIEWS, CRITIQUES AND APPROVES THE SCHOLARSHIP APPLICATIONS. THE BOARD ALSO DETERMINES THE DOLLAR AMOUNTS AWARDED FOR THE SCHOLARSHIP AND APPOINTS A SCHOLARSHIP SELECTION COMMITTEE ("SSC") WHICH DISTRIBUTES THE SCHOLARSHIPS AT THEIR DISCRETION. THE SSC REVIEWS THE APPLICATIONS AND SELECTS THE RECIPIENTS MEETING CERTAIN CRITERIA, INCLUDING A BACKGROUND CHECK. THE SSC REPORTS ITS APPLICATE DECISIONS TO THE BOARD WHICH HAS THE AUTHORITY TO ACCEPT, REJECT OR MODIFY THE RECOMMENDATIONS OF THE SSC. ONCE THE BOARD APPROVES THE SSC RECOMMENDATIONS, WINNERS AND SPONSORING DEALERSHIPS ARE NOTIFIED IN WRITING. THE IOWA AUTOMOBILE DEALERS FOUNDATION FOR EDUCATION STAFF CONFIRM THE STUDENTS' COURSE SCHEDULE AND REQUEST A TRANSCRIPT OF THEIR GRADES EACH SEMESTER PRIOR TO SENDING THE SCHOLARSHIP ADVANCES. IF A STUDENT DOES NOT FULFILL THEIR OBLIGATION FOR RECEIVING THE SCHOLARSHIP, THE SCHOLARSHIP WILL BE RESCINDED. THIS POLICY IS REVIEWED ANNUALLY BY THE POLICY AND PROCEDURES COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B PURSUANT TO BOARD POLICY, A DRAFT COPY OF THE FORM 990 IS DISTRIBUTED TO EACH MEMBER OF THE BOARD OF DIRECTORS NOT LESS THAN 7 DAYS BEFORE THE FILING OF THE FORM FOR REVIEW AND APPROVAL. THIS REVIEW INCLUDES AN OVERVIEW OF THE FORM AND DISCUSSIONS RELATED TO KEY SECTIONS. AFFIRMATIVE RESPONSES OF A MAJORITY OF THE BOARD ARE REQUIRED BEFORE FILING AND ANY MEMBER OF THE BOARD OF DIRECTORS MAY CALL A MEETING OF THE FULL BOARD REGARDING THE FORM 990 REVIEW AND APPROVAL. COPIES OF THE FINAL FORM 990 ARE MADE AVAILABLE TO ALL OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL PERSONS COVERED BY IOWA AUTOMOBILE DEALERS FOUNDATION FOR EDUCATION CONFLICT OF INTEREST POLICY SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS THAT HE OR SHE HAS (A) RECEIVED A COPY OF THE POLICY, (B) READ AND UNDERSTOOD THE POLICY, AND (C) AGREED TO COMPLY WITH THE POLICY. THIS POLICY SHALL BE REVIEWED ANNUALLY FOR THE INFORMATION AND GUIDANCE OF DIRECTORS, OFFICERS AND EMPLOYEES AND NEW DIRECTORS, OFFICERS AND EMPLOYEES SHALL BE ADVISED OF THE POLICY. THE IADA ENTITIES WILL CONDUCT PERIODIC REVIEWS OF THEIR ACTIVITIES, INCLUDING ANY TRANSACTIONS WITH INTERESTED PARTIES, TO ENSURE THAT THEIR ACTIVITIES IN THE AGGREGATE PROMOTE AND FURTHER THEIR RESPECTIVE PURPOSE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).