THE FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION (EIN 391719902) - 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

1992

Legal Domicile

Principal Officer

WILLIAM SEPIC

Phone

6082515577

Tax Period

2024-01-01 to 2024-12-31

THE FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION, founded in 1992, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $653K, a strong 35% operating margin.

Mission

THE CONDUCT OF SCHOLARSHIP, EDUCATIONAL, SAFETY, AND RESEARCH ACTIVITIES RELATED TO MOTOR VEHICLES IN SOCIETY, AND THE FURTHERANCE OF FREE ENTERPRISE.

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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 $1,345,634

Program Service Revenue $0

Investment Income $498,463

Other Revenue $0

TOTAL REVENUE $1,844,097

Expense Breakdown

Grants Paid $716,031

Salaries & Benefits $0

Fundraising Expenses $40,195

Program Expenses $1,031,349

Other Expenses $475,514

TOTAL EXPENSES $1,191,545

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,844,097	$2,363,538	-0.2%
Expenses	$1,191,545	$1,128,935	+0.1%
Net Income	$652,552	$1,234,603	-0.5%

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

N/A

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

$740,691

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARMALA SUTTON	CHAIR	1.00	Officer Director	$0	$0	$0
SUZANNE ASHLEY	CHAIR	1.00	Officer Director	$0	$0	$0
RON SYMDON	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
NOLAN CAMPBELL	PAST CHAIR	1.00	Director	$0	$0	$0
GRAHM DEBES	DIRECTOR	1.00	Director	$0	$0	$0
MARK HOMAN	DIRECTOR	1.00	Director	$0	$0	$0
TYLER DAHL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN DUFFY	DIRECTOR	1.00	Director	$0	$0	$0
MARK ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
BOB PIETROSKE	DIRECTOR	1.00	Director	$0	$0	$0
AL DEBAUCHE	DIRECTOR	1.00	Director	$0	$0	$0
ALEX DORSCH	DIRECTOR	1.00	Director	$0	$0	$0
CHARLIE HALL	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG TOYCEN	DIRECTOR	1.00	Director	$0	$0	$0
LINDSAY NEUVILLE	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM SEPIC	PRESIDENT	5.00	Officer	$0	$86,572	$411,331
MATTHEW LAVOLD	VICE PRESIDENT/CFO/CONTROLLER	6.00	Officer	$0	$15,241	$179,566
BRENT KINDRED	VICE PRESIDENT	40.00	Officer	$0	$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	$1,844,097	$1,191,545	$8,754,718	$652,552
2023	$2,363,538	$1,128,935	$7,801,334	$1,234,603
2022	$1,332,881	$1,125,103	$5,850,507	$207,778
2021	$1,433,483	$961,990	$6,926,784	$471,493
2020	$807,485	$771,383	$6,159,903	$36,102
2019	$946,117	$775,982	$5,306,402	$170,135
2018	$891,452	$727,032	$4,425,829	$164,420

THE FOUNDATION OF THE WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION