2026-06-17T14:57:25-05:00 2025-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2025-01-01 391719902 THE FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION FOUN 6082515577 150 E GILMAN A100 MADISON WI 53703 WILLIAM SEPIC PRESIDENT 6082515577 2026-06-12 1 MIKE HABLEWITZ CPA P01259157 6082744020 2026-06-12 2025 2025-03-06 01:10:19Z WILLIAM SEPIC 150 E GILMAN A100 MADISON WI 53703 2445054 0 X WATDA.ORG/FOUNDATION X 1992 WI THE CONDUCT OF SCHOLARSHIP, EDUCATIONAL, SAFETY, AND RESEARCH ACTIVITIES RELATED TO MOTOR VEHICLES IN SOCIETY, AND THE FURTHERANCE OF FREE ENTERPRISE. 16 16 0 50 0 0 1345634 1384416 0 0 498463 424541 0 0 1844097 1808957 716031 766317 0 0 0 0 0 0 54955 475514 451700 1191545 1218017 652552 590940 8754718 9879537 123029 115555 8631689 9763982 X THE FOUNDATION'S MISSION IS TO SUPPORT EDUCATIONAL INITIATIVES THAT HELP ENSURE WISCONSIN MAINTAINS A HIGHLY SKILLED TRANSPORTATION WORKFORCE. 0 0 830587 752067 0 SCHOLARSHIP ACTIVITIES PROVIDE EDUCATIONAL SUPPORT TO STUDENTS ENTERING THE AUTOMOTIVE, COLLISION AND DIESEL TECHNICIAN FIELD. SCHOLARSHIPS ARE AWARDED TO RECIPIENTS THROUGH AN APPLICATION PROCESS THAT HIGHLIGHTS THEIR SKILLS, CAREER GOALS, AND POTENTIAL AS TECHNICIANS. THE FOUNDATION AWARDS BOTH ONE AND TWO-YEAR SCHOLARSHIPS TO STUDENTS ATTENDING WISCONSIN TECHNICAL COLLEGES, AND MANY RECIPIENTS ALSO RECEIVE A DONATED AUTOMOTIVE TOOL SET. 238120 14250 0 EDUCATION INITIATIVES AND CAREER AWARENESS ACTIVITIES HELP STUDENTS EXPLORE A WIDE RANGE OF OPPORTUNITIES WITHIN THE AUTOMOTIVE, COLLISION, AND DIESEL INDUSTRIES. THESE PROGRAMS PROVIDE CLEAR PATHWAYS FOR EDUCATION AND TRAINING REQUIRED FOR SUCCESS WHILE EQUIPPING STUDENTS WITH ESSENTIAL JOB SEARCH AND INTERVIEW SKILLS. CAREER FAIRS AND TRANSPORTATION CAREER SHOWCASE EVENTS INTRODUCE STUDENTS AND THEIR FAMILIES TO CAREER OPPORTUNITIES IN THE AUTOMOTIVE AND TRANSPORTATION INDUSTRIES. THESE EVENTS OFFER PRACTICAL GUIDANCE ON THE TRAINING REQUIRED FOR SUCCESS AND PROVIDE STUDENTS WITH PROFESSIONAL TOOLS THEY CAN USE THROUGHOUT THEIR EMPLOYMENT JOURNEY. TEACHER PROFESSIONAL DEVELOPMENT ACTIVITIES ARE DESIGNED TO ENSURE HIGH CLASSROOM STANDARDS. THE FOUNDATION FACILITATES CERTIFICATION INSTITUTES FOR TRANSPORTATION INSTRUCTORS, ALLOWING EDUCATORS TO EARN PROFESSIONAL CREDITS AND STAY CURRENT WITH EVOLVING INDUSTRY TRENDS, TECHNOLOGIES, AND STANDARDS. ASE ACCREDITATION AND PROGRAM SUPPORT ACTIVITIES INCLUDE ASE ACCREDITATION WHICH THE FOUNDATION HAS CHAMPIONED SINCE 1997 TO PREPARE STUDENTS FOR LONG-TERM CAREER SUCCESS. THE FOUNDATION SUPPORTS 10 ASE ACCREDITED HIGH SCHOOLS SERVING APPROXIMATELY 1,400 STUDENTS, 33 ACCREDITED TECHNICAL COLLEGE PROGRAMS SERVING APPROXIMATELY 1,400 STUDENTS, AND MORE THAN 115 NON-ACCREDITED TRANSPORTATION PROGRAMS, REACHING OVER 11,000 STUDENTS STATEWIDE. MIDDLE SCHOOL SUMMER CAMP ACTIVITIES INCLUDE PARTNERSHIPS WITH TECHNICAL COLLEGES AND DEALERSHIPS TO HOST HANDS-ON, WEEKLONG CAMPS. THESE EXPERIENCES INTRODUCE MIDDLE SCHOOL STUDENTS TO AUTOMOTIVE, COLLISION AND DIESEL CAREER PATHWAYS AND SPARK EARLY INTEREST IN THE INDUSTRY. STUDENT COMPETITION ACTIVITIES INCLUDE SUPPORTING THE ANNUAL SKILLSUSA WISCONSIN AUTOMOTIVE CHAMPIONSHIPS THROUGH TECHNICAL COMMITTEE PARTICIPATION AND INDUSTRY VOLUNTEER INVOLVEMENT. THE FOUNDATION ALSO ASSISTS WITH A VARIETY OF TRANSPORTATION-RELATED COMPETITIONS ACROSS WISCONSIN, HELPING TO CELEBRATE STUDENT TALENT. 1068707 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 WI X MATTHEW LAVOLD 6082515577 150 E GILMAN STE A100 MADISON WI 53703 RON SYMDON CHAIR 1.00 1.00 X X 0 0 0 TYLER DAHL CHAIR-ELECT 1.00 X X 0 0 0 LINDSAY NEUVILLE SECRETARY / TREASURER 1.00 X X 0 0 0 SUZANNE ASHLEY PAST CHAIR 1.00 X 0 0 0 MARK HOMAN DIRECTOR 1.00 X 0 0 0 GRAHM DEBES DIRECTOR 1.00 X 0 0 0 JOHN DUFFY DIRECTOR 1.00 X 0 0 0 RACHEL BACHRODT DIRECTOR 1.00 X 0 0 0 BOB PIETROSKE DIRECTOR (THRU APRIL) 1.00 X 0 0 0 ALAN DEBAUCHE DIRECTOR 1.00 X 0 0 0 ALEX DORSCH DIRECTOR 1.00 X 0 0 0 CHARLIE HALL DIRECTOR 1.00 X 0 0 0 CRAIG TOYCEN DIRECTOR 1.00 X 0 0 0 NOLAN CAMPBELL DIRECTOR 1.00 1.00 X 0 0 0 TIM KUNES DIRECTOR 1.00 X 0 0 0 JAMES CRAWFORD DIRECTOR (THRU APRIL) 1.00 X 0 0 0 MICHAEL DARROW DIRECTOR 1.00 X 0 0 0 MATTHEW JANISIN DIRECTOR 1.00 X 0 0 0 WILLIAM SEPIC PRESIDENT 5.00 40.00 X 0 335824 88578 MATTHEW LAVOLD VICE PRESIDENT/CFO/CONTROLLER 6.00 40.00 X 0 175607 16246 BRENT KINDRED VICE PRESIDENT 40.00 X 0 133555 25408 0 644986 130232 0 0 1 0 0 100000 14250 1270166 401292 1384416 422237 422237 638401 636097 2304 2304 2304 1808957 0 0 424541 14250 14250 752067 752067 320586 230660 40004 49922 7587 7587 29043 29043 4558 3755 803 3963 993 2077 893 4966 1617 3154 195 6395 1182 1690 3523 10571 9272 1098 201 2105 2105 110 80 16 14 1693 1237 249 207 PROGRAM SUPPORT 53414 53414 BAD DEBT EXPENSE 6050 6050 DUES AND SUBSCRIPTIONS 659 180 479 1218017 1068707 94355 54955 65520 50712 476872 323319 383870 357320 143 0 1636 753 550 385 275 165 7783695 8615239 42707 532029 8754718 9879537 13529 15555 109500 100000 123029 115555 X 5290739 6384872 3340950 3379110 8631689 9763982 8754718 9879537 590940 541353 0 X 0 1 X 1 0 X 977660 1141826 2209916 1345634 1384416 7059452 977660 1141826 2209916 1345634 1384416 7059452 3426987 3632465 260278 149073 156134 298443 422237 1286165 8345617 131523 0.43530 0.41590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1805485 197514 152296 1850703 1687805 5000 180010 67330 1805485 1481566 226239 20000 1687805 1834238 -339672 13000 1481566 1769780 57 226758 162357 1834238 0.00000 0.65707 0.34293 0 0 550 385 165 165 CASH AND EQUIVALENTS 532029 F 532029 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF SIX DONOR-RESTRICTED FUNDS: THE BOB AND JOAN KOLOSSO FAMILY FUND (KOLOSSO FAMILY), THE JEROME AND DOROTHY HOLZ FAMILY FUND (HOLZ FAMILY), THE GLENN HUMPHREY CHARITABLE FUND (HUMPHREY), THE JOHN AND CINDY AMATO FUND (AMATO FAMILY), THE JOHN AND RICHARD BERGSTROM FUND (BERGSTROM FAMILY), AND THE INNOVATION FUND (INNOVATION). THESE FUNDS WERE ESTABLISHED TO PROVIDE SCHOLARSHIPS AND TO SUPPORT GENERAL OPERATIONS. 1 RAWHIDE INC E7475 RAWHIDE RD NEW LONDON WI 54961 391052471 501(C)(3) 6000 0 GENERAL PURPOSES TECHNICIAN SCHOLARSHIP AWARDS 203 350775 401292 ESTIMATED RESALE PRICE AUTOMOTIVE TOOL SETS PART I, LINE 2: SCHOLARSHIP AWARDS ARE ONLY GRANTED TO INDIVIDUALS WHO HAVE GONE THROUGH THE APPLICATION PROCESS, COMPLETED A TEST, AND HAVE BEEN INTERVIEWED. 0 0 0 0 0 0 0 0 0 WILLIAM SEPIC PRESIDENT 0 308059 0 0 0 27765 0 30571 0 58007 0 424402 0 0 MATTHEW LAVOLD VICE PRESIDENT/CFO/CONTROLLER 0 165964 0 8298 0 1345 0 14049 0 2197 0 191853 0 0 BRENT KINDRED VICE PRESIDENT 0 116821 0 4272 0 12462 0 10303 0 15105 0 158963 0 0 PART I, LINE 3 WHEN THE CURRENT PRESIDENT WAS HIRED IN 2008, WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION, INC., A RELATED ORGANIZATION, UTILIZED A TASK FORCE CONSISTING OF WATDA MEMBERS AND HIRED A SEARCH FIRM TO IDENTIFY AND SELECT A CANDIDATE. A MULTI-YEAR CONTRACT WAS THEN NEGOTIATED BETWEEN THE CANDIDATE AND WATDA. X AUTO TOOL SETS 1 401292 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN B. FORM 990, PART VI, SECTION A, LINE 7A ELEVEN VOTING MEMBERS OF THE GOVERNING BODY ARE APPOINTED BY THE GOVERNING BODY OF WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION, INC. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE VICE PRESIDENT-CONTROLLER AND THE PRESIDENT OF WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION, INC. BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C NO CONTRACT OR OTHER TRANSACTION BETWEEN THIS CORPORATION AND ONE OR MORE OF ITS DIRECTORS OR ANY OTHER CORPORATION, FIRM, ASSOCIATION, OR ENTITY IN WHICH ONE OR MORE OF ITS DIRECTORS ARE DIRECTORS OR OFFICERS OR HAS A MATERIAL FINANCIAL INTEREST, SHALL BE EITHER VOID OR VOIDABLE BECAUSE OF SUCH RELATIONSHIP OR INTEREST OR BECAUSE SUCH DIRECTOR OR DIRECTORS ARE PRESENT AT THE MEETING OF THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF THAT AUTHORIZES, APPROVES OR RATIFIES SUCH CONTRACT OR TRANSACTION OR BECAUSE HIS OR THEIR VOTES ARE COUNTED FOR SUCH PURPOSE, IF (1) THE FACT OF SUCH RELATIONSHIP OR INTEREST IS DISCLOSED OR KNOWN TO THE BOARD OF DIRECTORS OR COMMITTEE THAT AUTHORIZES, APPROVES OR RATIFIES THE CONTRACT OR TRANSACTION BY A VOTE OR CONSENT SUFFICIENT FOR THE PURPOSE WITHOUT COUNTING THE VOTES OR CONSENTS OF SUCH INTERESTED DIRECTORS; OR (2) THE FACT OF SUCH RELATIONSHIP OR INTEREST IS DISCLOSED OR KNOWN TO THE MEMBERS ENTITLED TO VOTE AND THEY AUTHORIZE, APPROVE OR RATIFY SUCH CONTRACT OR TRANSACTION BY VOTE OR WRITTEN CONSENT; OR (3) THE CONTRACT OR TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION. COMMON OR INTERESTED DIRECTORS MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF THAT AUTHORIZES, APPROVES OR RATIFIES SUCH CONTRACT OR TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE THE PUBLIC UPON REQUEST. WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC 150 E GILMAN STE A100 MADISON WI 53703 390711650 ADVANCEMENT OF INTERESTS FOR AUTOMOBILE AND TRUCK DEALERS WI 501(C)(6) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0