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Nonprofiteer
← OADA LEGAL DEFENSE FUND

Form 990 for tax year 2022

Filed by OADA LEGAL DEFENSE FUND.

Totals

Total revenue
$102,325
Total expenses
$123,991
Contributions and grants received
$0
Grants paid
$1,000
Program service revenue
$43,000
Investment income
$59,325
Other revenue
$0
Total assets, end of year
$5,767,310
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$5,767,310
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $43,000 · related or exempt $43,000

  • 3 · Investment income

    total $59,325 · excluded $59,325

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,000

  • 11b · Fees: legal

    total $53,925

  • 11c · Fees: accounting

    total $1,321

  • 11g · Fees: other

    total $12,000

  • 13 · Office expenses

    total $1,694

  • 21 · Payments to affiliates

    total $54,051

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $5,672,607 · end of year $5,767,310

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $5,672,607 · end of year $5,767,310

Mission and programs · 2022

Mission

TO PROVIDE LEGAL AND/OR FINANCIAL ASSISTANCE TO AUTOMOBILE DEALERSHIPS, GROUPS OF DEALERSHIPS, AND ANY OTHER PERSONS INVOLVED IN JUDICIAL PROCEEDINGS OR CONTROVERSIES, THE OUTCOMES OF WHICH MAY IMPACT THE RETAIL AUTOMOTIVE INDUSTRY.

Activities or mission (Part I)

PROVIDING FUNDS FOR LAWSUITS INVOLVING ANY OF OUR MEMBER DEALERSHIPS IN THE STATE OF OHIO.

  • TO PROVIDE LEGAL AND/OR FINANCIAL ASSISTANCE TO AUTOMOBILE DEALERSHIPS, GROUPS OF DEALERSHIPS, AND ANY OTHER PERSONS INVOLVED IN JUDICIAL PROCEEDINGS OR CONTROVERSIES, THE OUTCOMES OF WHICH MAY IMPACT THE RETAIL AUTOMOTIVE INDUSTRY.

As filed on the 2022 return.

Listed in Part VII

  • STEVE GERMAIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TIM GLOCKNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHELLE PRIMM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SUZIE REINEKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RHETT RICART

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MIKE ROUEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TIM WHITE JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PETE PANNIER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • BILL LAVERY

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • JEFF BRINDLEY

    SECRETARY & TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ZACH DORAN

    ASSISTANT SECRETARY

    Total calculated
    $504,508
    From this org
    $0
    From related orgs
    $433,509
    Other
    $70,999
    Hours/week
    1 + 27 related

    Schedule J breakdown matched by us

    Base
    $0 + $353,213 related
    Bonus
    $0 + $77,588 related
    Other
    $0 + $2,708 related
    Deferred
    $0 + $49,600 related
    Nontaxable benefits
    $0 + $21,399 related
    Filer's total
    $0 + $504,508 related

  • DAN ZINNI

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    1 + 15 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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

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.

Provenance

Return type
form_990
Tax year
2022
Filed
14 February 2024
IRS schema version
2022v5.0
Source object
202400519349301050

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