Form 990 for tax year 2023
Filed by WANADA AUTOMOBILE DEALER EDUCATIONINSTITUTE.
Totals
- Total revenue
- $1,086,920
- Total expenses
- $706,445
- Contributions and grants received
- $895,456
- Grants paid
- $0
- Program service revenue
- $163,124
- Investment income
- $28,340
- Other revenue
- $0
- Total assets, end of year
- $1,566,026
- Total liabilities, end of year
- $390,292
- Net assets or fund balances, end of year
- $1,175,734
- Program services expenses (Part IX)
- $610,676
- Management and general expenses
- $95,769
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $610,676
Program services were 86.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$50,000
-
1f · All other contributions, gifts and grants
$845,456
-
2a · Program service revenue: TUITION
total $159,489 · related or exempt $159,489
-
2b · Program service revenue: SEMINARS
total $3,635 · related or exempt $3,635
-
3 · Investment income
total $28,340 · excluded $28,340
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $193,110 · program services $135,177 · management and general $57,933
-
8 · Pension plan contributions
total $9,434 · program services $6,604 · management and general $2,830
-
10 · Payroll taxes
total $15,201 · program services $10,641 · management and general $4,560
-
11c · Fees: accounting
total $10,732 · management and general $10,732
-
11g · Fees: other
total $194,094 · program services $194,094
-
13 · Office expenses
total $8,159 · management and general $8,159
-
17 · Travel
total $3,481 · program services $3,481
-
19 · Conferences, conventions and meetings
total $15,912 · program services $15,912
-
23 · Insurance
total $11,555 · management and general $11,555
-
24a · Other expenses: PROGRAM & RECRUITMENT
total $238,434 · program services $238,434
-
24b · Other expenses: TOOLS
total $6,333 · program services $6,333
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $327,240 · end of year $380,434
-
4 · Accounts receivable
beginning of year $96,081 · end of year $499,340
-
11 · Investments: publicly traded securities
beginning of year $426,209 · end of year $686,252
-
17 · Accounts payable and accrued expenses
beginning of year $53,697 · end of year $215,197
-
22 · Loans and payables to officers and key people
beginning of year $19,536 · end of year $175,095
-
27 · Net assets without donor restrictions
beginning of year $776,297 · end of year $1,175,734
Mission and programs · 2023
Mission
ADEI PROVIDES A STRUCTURED CLASSROOM SHOP AND INTERACTIVE CURRICULUM WITH FULL TIME, ON-THE-JOB TRAINING. THE CURRICULUM TRAINS STUDENTS TO PASS ASE CERTIFICATION EXAMS NEEDED TO BECOME A MASTER TECHNICIAN.
Activities or mission (Part I)
TO PROVIDE A STRUCTURED CLASSROOM SHOP AND CURRICULUM WITH FULL TIME, ON-THE-JOB TRAINING.
-
THE INSTITUTE EDUCATES UNDER PRIVILEGED STUDENTS AND OTHER INDIVIDUALS THROUGH AN APPRENTICE PROGRAM TO BENEFIT THE LOCAL AUTOMOBILE DEALERSHIP COMMUNITY.
Expenses $610,676 · Revenue $159,489
-
THE INSTITUTE HOLDS SEMINARS TO DISSEMINATE INFORMATION RELATED TO CERTIFICATIONS AND TRAINING IN THE AUTOMOTIVE INDUSTRY.
Revenue $3,635
As filed on the 2023 return.
Listed in Part VII
-
HAROLD C REDDEN
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
FRANK J MCCARTHY
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
JOHN ALTMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
JOHN F BOWIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
JAMSHYD W DARVISH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
MICHAEL RUSNAK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
JOHN O'DONNELL
PRESIDENT
- Total calculated
- $653,291
- From this org
- $0
- From related orgs
- $562,552
- Other
- $90,739
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $537,994 related
- Bonus
- $0
- Other
- $0 + $24,558 related
- Deferred
- $0 + $76,197 related
- Nontaxable benefits
- $0 + $14,542 related
- Filer's total
- $0 + $653,291 related
-
JOHN J KOCH
VICE PRESIDENT
- Total calculated
- $238,459
- From this org
- $0
- From related orgs
- $194,063
- Other
- $44,396
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $193,887 related
- Bonus
- $0
- Other
- $0 + $176 related
- Deferred
- $0 + $23,938 related
- Nontaxable benefits
- $0 + $20,458 related
- Filer's total
- $0 + $238,459 related
-
ISABEL GARCIA
TREASURER
- Total calculated
- $212,406
- From this org
- $0
- From related orgs
- $179,245
- Other
- $33,161
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $178,264 related
- Bonus
- $0
- Other
- $0 + $981 related
- Deferred
- $0 + $20,508 related
- Nontaxable benefits
- $0 + $12,653 related
- Filer's total
- $0 + $212,406 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 4B
- ALL OF THE FOLLOWING PARTICIPATED IN A NON-QUALIFIED RETIREMENT PLAN: JOHN O'DONNELL - $46,718 CONTRIBUTED ON HIS BEHALF; JOHN J. KOCH - $10,385 CONTRIBUTED ON HIS BEHALF; AND ISABEL GARCIA - $8,783 CONTRIBUTED ON HER BEHALF.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
WASHINGTON AREA NEW AUTOMOBILE DEALER ASSOCIATION
501(C)(6) · PROMOTING RETAIL NEW AUTOMOBILE BUSINESS IN WASHINGTON REGION. · DC
-
WANADA COMMUNITY SUPPORT FOUNDATION
501(C)(3) · SUPPORTING AREA YOUTH CHARITIES. · DC
-
501(C)(9) · PROVIDING DENTAL INSURANCE SERVICES TO MEMBERS · DC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
WANADA BUSINESS SERVICES CORPORATION
C · PROVIDING AND MAINTAINING INSURANCE FOR PARTICIPANTS. · DC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 29 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403139349302455
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