2025-10-13T15:19:34-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2882 PROSPECT PARK DR STE 300 RANCHO CORDOVA CA 95670 990 2024-01-01 950950210 CALIFORNIA NEW CAR DEALERS ASSOCIATION CALI 9164412599 1517 L STREET SACRAMENTO CA 95814 MICHAEL WALSH CFO 9164412599 2025-10-10 1 1 AMY L HENDLEY P01300654 9165038100 2025-10-10 2024 2025-03-06 01:10:19Z BRIAN MAAS 1517 L STREET SACRAMENTO CA 95814 16746658 0 X WWW.CNCDA.ORG X 1924 CA PROMOTE THE GENERAL WELFARE OF RETAIL AUTOMOBILE DEALERS IN CALIFORNIA. 25 25 19 25 73547 21807 720872 1177242 1430668 1913263 402597 639127 2295753 2719242 4849890 6448874 148825 100650 0 0 1965914 2314082 0 0 0 2445625 4173482 4560364 6588214 289526 -139340 23606123 24183953 1513126 2083311 22092997 22100642 X PROTECT AND PROMOTE THE INTERESTS OF CALIFORNIA FRANCHISED NEW CAR DEALERS BEFORE ALL STATE GOVERNMENT AND REGULATORY AGENCIES. PROVIDE STATEWIDE EDUCATIONAL AND COMPLIANCE SEMINARS TO MEMBERS. PROVIDE UPDATES ON CALIFORNIA LAW, COMPLIANCE AND INDUSTRY ISSUES AND DEVELOPMENTS THROUGH PUBLICATIONS AND COMMUNICATIONS TO MEMBERS. 1 0 WEBINARS, PUBLICATIONS, LEGAL HOTLINE, EVENTS, COMMUNICATIONS AND RELATED RESOURCES WERE PROVIDED IN 2024. GENERAL SERVICES TO AUTO DEALERS (MEMBERS). PART OF A COALITION WHICH HELPED GET LEGISLATION APPROVED TO REVISE THE PRIVATE ATTORNEYS GENERAL ACT (PAGA) IN 2024. 0 1 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 16 0 1 19 1 1 1 0 0 0 1 1 0 0 0 X 25 25 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MICHAEL WALSH 9164412599 1517 L STREET SACRAMENTO CA 95814 BRIAN MAAS PRESIDENT 37.60 2.40 X 448221 25961 33826 KENTON STANHOPE DIRECTOR OF GOVERNMENT AFFAIRS 37.20 2.80 X 217424 16365 0 ANTHONY BENTO CHIEF LEGAL OFFICER 33.20 6.80 X 193427 39618 23514 MICHAEL WALSH CHIEF FINANCIAL OFFICER 39.20 0.80 X 192369 3722 21894 CATHERINE MASON DIRECTOR OF OPERATIONS 40.00 0.00 X 131337 0 14712 AUTUMN HEACOX - DIRECTOR OF COMMUNICATIONS & MARKETING 40.00 0.00 X 118408 0 16217 REBECCA MATULICH DIRECTOR OF EVENTS AND PARTNERSHIPS 9.60 30.40 X 58219 121026 15586 DAVID SIMPSON CHAIRMAN 1.00 1.00 X X 0 0 0 ROBB HERNANDEZ VICE CHAIRMAN 1.00 1.00 X X 0 0 0 ANNE BOLAND SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 DEVINDER SINGH BAINS DIRECTOR 1.00 0.00 X 0 0 0 CHERYL BEDFORD DIRECTOR 1.00 1.00 X 0 0 0 MATT BROWNING DIRECTOR (THRU 04/24) 1.00 0.00 X 0 0 0 RANDY DENHAM DIRECTOR 1.00 0.00 X 0 0 0 JESSIE DOSANJH DIRECTOR 1.00 0.00 X 0 0 0 RYAN FITZPATRICK DIRECTOR 1.00 0.00 X 0 0 0 TOM GEORGE DIRECTOR 1.00 0.00 X 0 0 0 SAL GONZALES DIRECTOR 1.00 1.00 X 0 0 0 JAMES GRAHAM DIRECTOR 1.00 0.00 X 0 0 0 DON GROPETTI DIRECTOR 1.00 0.00 X 0 0 0 RINALDI HALIM DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW HALL DIRECTOR 1.00 0.00 X 0 0 0 BRUCE HAMLIN DIRECTOR 1.00 0.00 X 0 0 0 JARED HARDIN DIRECTOR 1.00 0.00 X 0 0 0 TAZ HARVEY DIRECTOR 1.00 1.00 X 0 0 0 BILL HATFIELD DIRECTOR 1.00 1.00 X 0 0 0 DAVE MOELLER DIRECTOR 1.00 0.00 X 0 0 0 TED NICHOLAS DIRECTOR 1.00 0.00 X 0 0 0 RICK NIELLO JR DIRECTOR 1.00 1.00 X 0 0 0 MARK NORMANDIN DIRECTOR 1.00 1.00 X 0 0 0 JOHN OH DIRECTOR 1.00 0.00 X 0 0 0 ELLENA SWEET DIRECTOR 1.00 0.00 X 0 0 0 1359405 206692 125749 7 0 1 0 SAMSON ADVISORS 1017 L STREET 682 SACRAMENTO CA 95814 LOBBYING SERVICES 216000 1 1177242 1177242 MEMBERSHIP DUES 900099 1484176 1484176 CONFERENCE/DEALER DAY 900099 303617 303617 NADA COMMISSIONS 900099 69221 69221 MARKETING SERVICES 541800 56249 56249 1913263 457395 457395 2232128 21000 2211128 150529 17298 44994 0 105535 17298 122833 17298 105535 10434522 10252790 181732 181732 181732 ISSUES PAC 900099 355245 355245 MISCELLANEOUS REVENUE 900099 9036 9036 364281 6448874 2242295 73547 2955790 100650 696310 1345269 53745 91215 127543 171293 214755 1594956 50152 198993 99837 97552 314214 1068065 149240 65483 MEMBER BENEFITS 148942 6588214 2739317 2736825 2654859 1581066 371791 700466 422018 396161 8464695 1847396 6627228 6617299 10611981 11957993 138657 147243 40272 46900 23606123 24183953 208890 297167 992664 1377827 311572 408317 1513126 2083311 X 22092997 22100642 22092997 22100642 23606123 24183953 X -139340 138397 8588 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 CALIFORNIA NEW CAR DEALERS ASSOCIATION PAC 455 CAPITAL MALL 600 SACRAMENTO CA 95814 942724075 0 612341 1 0 0 PART I-A, LINE 1: INDIRECT POLITICAL CAMPAIGN ACTIVITIES INCLUDE THE ASSOCIATION'S STAFF RECOMMENDATIONS TO SEPARATE SEGREGATED CALIFORNIA NEW CAR DEALERS ASSOCIATION PAC FOR CANDIDATE SUPPORT CONTRIBUTIONS. 2725195 1025000 3750195 4140279 1428643 2711636 69000 38716 30284 405791 280607 125184 99430 99430 0 6617299 DUE TO RELATED ORGANIZATIONS 407332 LEASE LIABILITY 985 408317 X 6590701 138397 53582 191979 6398722 50152 50152 6448874 6583056 44994 44994 6538062 50152 50152 6588214 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(6), AND THE CORRESPONDING CALIFORNIA PROVISION. THE ASSOCIATION IS SUBJECT TO INCOME TAXES FOR UNRELATED BUSINESS INCOME, IF ANY, REALIZED IN CONNECTION WITH UNRELATED BUSINESS ACTIVITIES. THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, THERE WERE NO MATERIAL INTEREST OR PENALTIES RECORDED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES. THE ASSOCIATION HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 44,994. CHANGE IN INVESTMENT OF SUBSIDIARY 8,588. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 44,994. 1 CALIFORNIA NEW CAR DEALERS ASSOCIATION FOUNDATION 1517 L STREET SACRAMENTO CA 95814 954454279 501(C)(3) 100650 0 GENERAL ASSISTANCE 1 0 PART I, LINE 2: THE ASSOCIATION MADE GRANTS TO RELATED ORGANIZATIONS THAT HAVE OVERLAP BETWEEN TWO ORGANIZATION'S BOARDS OF DIRECTORS. MONITORING OF THE USE OF THE FUNDS OCCURS THROUGH REGULAR REPORTS FROM THE RELATED ORGANIZATION'S LEADERSHIP TO THE ASSOCIATION. THE FOUNDATION GIVES UPDATES AT THE ASSOCIATION BOARD MEETINGS. X X X 1 1 X X 0 0 0 BRIAN MAAS PRESIDENT 397045 25961 41500 0 9676 0 24150 0 9676 0 482047 25961 0 0 KENTON STANHOPE DIRECTOR OF GOVERNMENT AFFAIRS 217324 16365 0 0 100 0 0 0 0 0 217424 16365 0 0 ANTHONY BENTO CHIEF LEGAL OFFICER 193327 39618 0 0 100 0 16287 0 7227 0 216941 39618 0 0 MICHAEL WALSH CHIEF FINANCIAL OFFICER 182269 3722 10000 0 100 0 7000 0 14894 0 214263 3722 0 0 REBECCA MATULICH DIRECTOR OF EVENTS AND PARTNERSHIPS 38119 121026 20000 0 100 0 9039 0 6547 0 73805 121026 0 0 PART I, LINE 1A TRAVEL FOR COMPANIONS - PRESIDENT, B. MAAS - NOT INCLUDED IN TAXABLE COMPENSATION DISCRETIONARY SPENDING ACCOUNT - PRESIDENT, B. MAAS IS PROVIDED WITH AN AUTOMOBILE ALLOWANCE - INCLUDED IN TAXABLE COMPENSATION TAX INDEMNIFICATION AND GROSS-UP PAYMENTS - HIGHEST COMPENSATED EMPLOYEES AND OFFICERS RECEIVED A GROSSED-UP PAYMENT - INCLUDED IN TAXABLE COMPENSATION FORM 990, PART III, LINE 2 SEE FORM 990, PART III, LINE 4C. FORM 990, PART VI, SECTION A, LINE 1A THE ASSOCIATION'S EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR, THE VICE CHAIR, THE SECRETARY/TREASURER, THE IMMEDIATE PAST CHAIR, AND THE VICE PRESIDENTS OF THE FIVE REGIONS. THE EXECUTIVE COMMITTEE HAS ALL THE POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT AND AFFAIRS OF THE ASSOCIATION EXCEPT TO AMEND, ALTER, OR RESCIND ANY BASIC POLICY ADOPTED BY THE BOARD OF DIRECTORS. ALL ACTIONS BY THE EXECUTIVE COMMITTEE ARE REPORTED TO THE BOARD OF DIRECTORS AT ITS MEETING NEXT SUCCEEDING SUCH ACTION, AND IS SUBJECT TO REVISION AND ALTERATION BY THE BOARD OF DIRECTORS, PROVIDED THAT NO RIGHTS OF THIRD PARTIES ARE ADVERSELY AFFECTED BY ANY SUCH REVISION OR ALTERATION. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED IN 2024. ARTICLE II, SECTION 1 WAS AMENDED TO ELIMINATE LEGACY MEMBERSHIP FROM THE CLASS OF MEMBERS. ARTICLE IV WAS AMENDED TO REPORT THE SECRETARY/TREASURER POSITION AND THE CHIEF FINANCIAL OFFICER POSITION AS SEPARATE OFFICERS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE ASSOCIATION INCLUDES ELIGIBLE DEALER MEMBERS AND ASSOCIATE MEMBERS APPROVED BY THE BOARD OF DIRECTORS. ONLY DEALER MEMBERS MAY BE ELECTED TO SERVE ON THE BOARD OF DIRECTORS BY PEERS IN THEIR REGION. THE BOARD IS THE GOVERNING BODY OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A AN AUTHORIZED REPRESENTATIVE OF AN ELIGIBLE MEMBER CAN NOMINATE A DEALER IN THEIR REGION. AN AUTHORIZED REPRESENTATIVE OF AN ELIGIBLE DEALER IS ELIGIBLE TO VOTE ON ALL NOMINATIONS IN THAT DEALER'S REGION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE EMAILED OUT TO ALL BOARD MEMBERS BEFORE IT IS FILED. BOARD MEMBERS WILL BE ASKED TO REVIEW THE RETURN, ESPECIALLY THE QUESTIONS ON GOVERNANCE AND POLICIES. THE BOARD MEMBERS WILL BE ENCOURAGED TO ASK QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION'S CONFLICT OF INTEREST POLICY COVERS ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. EACH COVERED PERSON SHALL ANNUALLY PROVIDE DISCLOSURES AS TO ANY POTENTIAL FINANCIAL INTERESTS AND SIGN A STATEMENT WHICH AFFIRMS THEY HAVE RECEIVED A COPY OF THE POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE ASSOCIATION MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OR EXECUTIVE COMMITTEE. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR EXECUTIVE COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR EXECUTIVE COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR EXECUTIVE COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. ALL PROCEEDINGS ARE DOCUMENTED IN THE MINUTES OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, A COMMITTEE COMPRISED OF FIVE INDEPENDENT BOARD MEMBERS DETERMINE THE COMPENSATION FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER USING APPROPRIATE COMPARABILITY DATA. THE COMMITTEE REVIEWS AND APPROVES THE PRESIDENT AND CHIEF EXECUTIVE OFFICER'S ANNUAL SALARY INCREASE AND BONUS (IF APPLICABLE) WHICH IS DOCUMENTED IN AN ANNUAL REVIEW DOCUMENT SIGNED BY THE CHAIRMAN. THIS PROCESS WAS LAST UNDERTAKEN IN 2024. THE PRESIDENT AND CHIEF EXECUTIVE OFFICER AND THE CHAIRMAN REVIEW AND APPROVE SALARY INCREASES FOR ALL OTHER EMPLOYEES BASED ON EMPLOYEE PERFORMANCE AND LONGEVITY. THE ANNUAL SALARY INCREASES AND BONUSES (IF APPLICABLE) FOR ALL OTHER EMPLOYEES ARE REVIEWED AND APPROVED BY THE CHAIRMAN AND DOCUMENTED IN A SIGNED ANNUAL REVIEW DOCUMENT. THIS PROCESS WAS LAST UNDERTAKEN IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE ASSOCIATION DOES MAKE ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST TO ALL DEALER MEMBERS OF THE ASSOCIATION. FORM 990, PART XI, LINE 9: CHANGE IN INVESTMENT OF SUBSIDIARY 8,588. CALIFORNIA NEW CAR DEALERS ASSOCIATION PAC 455 CAPITOL MALL SUITE 600 SACRAMENTO CA 95814 942724075 INFLUENCING CANDIDATE ELECTIONS CA 527 CALIFORNIA NEW CAR DEALERS ASSOCIATION 1 DRIVING CALIFORNIA'S ECONOMY SPONS BY CA NEW CAR DEALERS-PAC 455 CAPITOL MALL SUITE 600 SACRAMENTO CA 95814 810812111 INFLUENCING CANDIDATE ELECTIONS CA 527 CALIFORNIA NEW CAR DEALERS ASSOCIATION 1 MOTOR CAR DEALER SERVICES INC 1517 L STREET SACRAMENTO CA 95814 953886182 COMPLIANCE TRAINING SEMINARS CA CALIFORNIA NEW CAR DEALERS ASSOCIATION C 315981 202083 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 MOTOR CAR DEALER SERVICES INC O 196757 FMV