2025-11-17T16:06:27-06:00 2024-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2024-01-01 830503132 WANADA DENTAL BENEFITS TRUST WANA 2022377200 5301 WISCONSIN AVENUE NW 210 WASHINGTON DC 20015 JOHN O'DONNELL PRESIDENT 2022377200 2025-11-17 1 1 DANIEL L WEAVER P01249346 3019860600 2025-11-17 2024 2025-03-06 01:10:19Z JOHN O'DONNELL 5301 WISCONSIN AVENUE NW 210 WASHINGTON DC 20015 2265460 0 X WWW.WANADA.ORG X 2008 DC TO PROVIDE DENTAL INSURANCE SERVICES TO MEMBERS. 5 5 0 5 0 0 0 0 2538633 2223312 28084 42148 0 0 2566717 2265460 0 0 0 0 137065 234522 0 0 0 2306324 2114616 2443389 2349138 123328 -83678 2209486 2354650 242745 466078 1966741 1888572 TO PROVIDE DENTAL INSURANCE SERVICES TO MEMBERS. 0 0 THE TRUST PROVIDES DENTAL AND VISION INSURANCE SERVICES FOR AREA AUTO DEALER MEMBERS AND THEIR STAFF. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 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 5 5 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE TRUST 2022377200 5301 WISCONSIN AVENUE NW WASHINGTON DC 20015 KYLE BALSIS TRUSTEE 1.00 X 0 0 0 KATIE MATHESON TRUSTEE 1.00 X 0 0 0 SHAWN LANTZ TRUSTEE 1.00 X 0 0 0 CHAD B JOY TRUSTEE 1.00 X 0 0 0 MIKE LARKIN TRUSTEE 1.00 X 0 0 0 JOHN O'DONNELL PRESIDENT 1.00 39.00 X 0 663696 103243 0 663696 103243 0 0 1 0 0 DENTAL PREMIUMS 524298 1873306 1873306 VISION PREMIUMS 524298 350006 350006 2223312 42148 42148 2265460 2223312 0 42148 X 172447 13132 33898 15045 6724 333618 1774274 2349138 29596 25791 812729 956387 1367161 1372472 2209486 2354650 242745 466078 242745 466078 X 1966741 1888572 1966741 1888572 2209486 2354650 -83678 5509 0 X X 0 1 X 1 0 0 X PART X, LINE 2: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ASSOCIATION AND ITS AFFILIATES MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUSES OF THE ASSOCIATION AND ITS AFFILIATES AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS INCOME TAX (UBIT). THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS RELATED TO UNCERTAIN TAX POSITIONS IDENTIFIED OR RECORDED AS LIABILITIES FOR 2024. 0 1 0 JOHN O'DONNELL PRESIDENT 0 497096 0 136839 0 29761 0 54656 0 48587 0 766939 0 136839 PART I, LINE 4B JOHN O'DONNELL - $30,755 CONTRIBUTED TO HIS BEHALF IN A SUPPLEMENTAL NON-QUALIFIED PLAN. IN ADDITION A PAYMENT OF $136,839 WAS RECEIVED FROM THE PLAN DURING 2024. WANADA BUSINESS SERVICES CORP ORDINARY BUSINESS TRANSACTIONS X 510801 1372472 0 1 0 1372472 FORM 990, PART VI, SECTION A, LINE 2 DUE TO THE NATURE OF THE ORGANIZATION'S PURPOSE, SOME DIRECTORS OF THE ORGANIZATION CONDUCT REGULAR BUSINESS WITH EACH OTHER. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT DUTIES HAVE BEEN DELEGATED TO THE STAFF OF THE WASHINGTON AREA NEW AUTOMOBILE DEALERS ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO ITS DIRECTORS TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE TRUST HAS ITS DIRECTORS REVIEW AND REAFFIRM THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G DENTAL AND VISION ADMINISTRATION FEES 333,618. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT OVER THE AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR. WASHINGTON AREA NEW AUTOMOBILE DEALER ASSOCIATION 5301 WISCONSIN AVENUE NW WASHINGTON DC 20015 530162520 PROMOTING RETAIL NEW AUTOMOBILE BUSINESS IN WASHINGTON REGION. DC 501(C)(6) N/A N/A 0 WANADA AUTOMOBILE DEALER EDUCATION INSTITUTE 5301 WISCONSIN AVENUE NW WASHINGTON DC 20015 260257647 PROVIDING INSTRUCTION AND ON-THE-JOB TRAINING AS MASTER TECHNICIANS. DC 501(C)(3) LINE 7 N/A 0 WANADA COMMUNITY SUPPORT FOUNDATION 5301 WISCONSIN AVENUE NW WASHINGTON DC 20015 521953149 SUPPORTING AREA YOUTH CHARITIES. DC 501(C)(3) 11B - TYPE II WASHINGTON AREA NEW AUTOMOBILE DEALER ASSOCIATION 0 WANADA BUSINESS SERVICES CORPORATION 5301 WISCONSIN AVENUE NW WASHINGTON DC 20015 521953143 PROVIDING AND MAINTAINING INSURANCE PROGRAMS DC WASHINGTON AREA NEW AUTOMOBILE DEALER ASSOCIATION C 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 WANADA BUSINESS SERVICES CORPORATION M 561637 WASHINGTON AREA NEW AUTOMOBILE DEALERS ASSOCIATION N WASHINGTON AREA NEW AUTOMOBILE DEALERS ASSOCIATION O