WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC (EIN 390711650) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1935

Legal Domicile

Principal Officer

WILLIAM SEPIC

Phone

6082515577

Tax Period

2024-01-01 to 2024-12-31

WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC, founded in 1935, is a community nonprofit that reported $3.4M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 44% operating margin.

Mission

TO PROMOTE THE AUTOMOTIVE TRADE IN THE STATE OF WISCONSIN; TO PROMOTE A HIGH PLANE OF BUSINESS ETHICS FOR THOSE ENGAGED IN THE RETAIL MOTOR VEHICLE BUSINESS IN THE STATE OF WISCONSIN; TO ENCOURAGE AND PROMOTE A SPIRIT OF COOPERATION AMONG MOTOR VEHICLE DEALERS AND THOSE ENGAGED IN ASSOCIATED AND ALLIED TRADES; TO ENCOURAGE AND ASSIST IN THE FORMATION OF LOCAL ASSOCIATIONS AND SEEK TO MERIT THEIR COOPERATION AND SUPPORT OF THE WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION, INC.; TO CONDUCT SUCH INVESTIGATIONS, STUDIES AND RESEARCHES AS MAY BE NECESSARY AND ADVISABLE TO COMPILE FACTUAL DATA AND GATHER INFORMATION, THE KNOWLEDGE OF WHICH MAY BE USEFUL AND VALUABLE TO THE AUTOMOTIVE TRADE TOWARD IMPROVING THE EFFICIENCY OF ITS OPERATIONS; TO PROMOTE THE ENACTMENT OF SUCH LEGISLATION AS WILL BENEFIT THE AUTOMOTIVE TRADE AND THE PUBLIC TO OPPOSE DISCRIMINATORY LEGISLATION RELATING TO THE TRADE; TO ISSUE PUBLICATIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $41,585

Program Service Revenue $934,516

Investment Income $786,203

Other Revenue $1,597,797

TOTAL REVENUE $3,360,101

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $971,408

Fundraising Expenses $0

Other Expenses $818,357

TOTAL EXPENSES $1,889,765

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,360,101	$2,657,275	+0.3%
Expenses	$1,889,765	$1,723,095	+0.1%
Net Income	$1,470,336	$934,180	+0.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$590,897

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN KLEIN	CHAIR	1.00	Officer Director	$0	$0	$0
FRANK HALLADA	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
CHAD KOEHNE	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
DAVID CUENE	IMMEDIATE PAST CHAIR	1.00	Director	$0	$0	$0
SEAN BAXTER	DIRECTOR	1.00	Director	$0	$0	$0
JOSH JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
MARK ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW DAHL	DIRECTOR	1.00	Director	$0	$0	$0
ERIC EWALD	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE ASHLEY	DIRECTOR	1.00	Director	$0	$0	$0
MIKE BERG	DIRECTOR	1.00	Director	$0	$0	$0
DAVID KRIETE	DIRECTOR	1.00	Director	$0	$0	$0
GREGG KUNES	DIRECTOR	1.00	Director	$0	$0	$0
DAN MATTOON	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS KARI	DIRECTOR	1.00	Director	$0	$0	$0
LAWRENCE MEADE	DIRECTOR	1.00	Director	$0	$0	$0
TOM ZIMBRICK	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE SOERENS-BORKOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
JERRY BRICKNER III	DIRECTOR	1.00	Director	$0	$0	$0
KARMALA SUTTON	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM SEPIC	PRESIDENT	40.00	Officer	$324,759	$86,572	$411,331
MATTHEW LAVOLD	VICE PRESIDENT - CONTROLLER	40.00	Officer	$164,325	$15,241	$179,566
CHRISTOPHER SNYDER	EXECUTIVE VP & GENERAL COUNSEL	40.00	Highest	$191,819	$33,584	$225,403
JOHN STRANGE	ACCOUNT MANAGER	40.00	Highest	$113,555	$11,269	$124,824
BRENT KINDRED	VICE PRESIDENT WATDA FOUNDATION	40.00	Highest	$125,420	$24,374	$149,794

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$3,360,101	$1,889,765	$17,284,591	$1,470,336
2023	$2,657,275	$1,723,095	$15,020,955	$934,180
2022	$2,165,542	$1,621,958	$13,152,458	$543,584
2021	$2,487,688	$1,590,350	$12,063,638	$897,338
2020	$1,821,579	$1,291,521	$10,581,075	$530,058
2019	$2,088,281	$1,353,845	$9,071,615	$734,436
2018	$1,857,208	$1,336,420	$7,554,883	$520,788

WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION INC