2025-01-24T09:13:46-06:00 2024-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-07-01 362697227 THE AUTOMOTIVE FLEET & LEASING ASSOCIATION AUTO 4143860366 N83W13410 LEON RD MENOMONEE FALLS WI 530513306 ELIZABETH SCHLICHT EXECUTIVE DIRECTOR 4143860366 2025-01-21 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2025-01-21 2023 2025-03-06 01:10:19Z ELIZABETH SCHLICHT N83W13410 LEON RD MENOMONEE FALLS WI 530513306 1331839 0 X WWW.AFLA.ORG X 1969 WI THE AUTOMOTIVE FLEET & LEASING ASSOCIATION (AFLA) IS THE ADVANCED FORUM DEDICATED TO IMPROVING COMMUNICATION BETWEEN SELLERS, BUYERS, FLEET MANAGERS, LENDING INSTITUTIONS, FLEET MANAGEMENT COMPANIES, USED VEHICLE MARKETERS, AND ALLIED AUTOMOTIVE SERVICE COMPANIES. 13 13 0 64 0 0 557900 631990 540744 659805 18936 28268 3032 11776 1120612 1331839 5000 5000 0 0 0 0 0 0 0 1068869 1234779 1073869 1239779 46743 92060 1464166 1595337 481742 467571 982424 1127766 THE MISSION OF AFLA IS TO EQUIP CORPORATE FLEET AND MOBILITY PROFESSIONALS WITH THE TOOLS, CONNECTIONS, AND KNOWLEDGE TO KEEP THEIR ORGANIZATIONS MOVING FORWARD. 0 0 AFLA PROMOTES GROWTH, EXPANSION, AND PROFESSIONALISM WITHIN THE FLEET INDUSTRY BY PROVIDING EDUCATION, CONNECTION, REPRESENTATION AND ADVANCEMENT OF MEMBERS' INTERESTS. AFLA HAS MORE THAN 600 MEMBERS REPRESENTING ALL INDUSTRY SEGMENTS, INCLUDING FLEET MANAGERS AND BUYERS, AUTO MANUFACTURERS AND DEALERS, REMARKETERS, FLEET LEASE, MANAGEMENT, MAINTENANCE AND REPAIRS COMPANIES, SAFETY, TRANSPORTING, UPFITTING AND MANY OTHER SPECIALIZED SUPPLIERS. AFLA WORKS WITH MEMBER COMPANIES TO ADDRESS KEY ISSUES FACING THE ENTIRE INDUSTRY AND DELIVERS LEADING-EDGE PROGRAMS ON EVERYTHING FROM SAFETY TO TELEMATICS AND REMARKETING THAT ADVANCES THEIR SKILLS AND ENHANCE THE ENVIRONMENT IN WHICH THEY SELL PRODUCTS AND SERVICES. 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X ASSOCIATION ACUMEN LLC 4143591676 N83W13410 LEON RD MENOMONEE FALLS WI 530513306 X MATT BETZ PRESIDENT 2.00 X X 0 0 0 KARYNA ZARATE VICE PRESIDENT 3.00 X X 0 0 0 STEVE BENDER PAST PRESIDENT 1.00 X X 0 0 0 MIKE ANTICH PAST PRESIDENT (THRU OCT 23) 1.00 X X 0 0 0 THERESA BELDING TREASURER 1.00 X X 0 0 0 SURESH RAJAPAKSE SECRETARY (FROM OCT 23) 1.00 X X 0 0 0 DAN FIERRO DIRECTOR (FROM OCT 23) 1.00 X 0 0 0 ERIN GILCHRIST DIRECTOR (FROM OCT 23) 1.00 X 0 0 0 DON WRIGHT DIRECTOR 1.00 X 0 0 0 SUYVONNE BELL DIRECTOR 1.00 X 0 0 0 JENNIFER COSTABILE DIRECTOR 1.00 X 0 0 0 PETER YOUNG DIRECTOR 1.00 X 0 0 0 BRENDA DAVIS DIRECTOR 1.00 X 0 0 0 LORI OLSON DIRECTOR 1.00 X 0 0 0 DEBBIE STRUNA DIRECTOR (THRU OCT 23) 1.00 X 0 0 0 COREY WOINAROWICZ DIRECTOR (THRU OCT 23) 1.00 X 0 0 0 ELIZABETH SCHLICHT EXECUTIVE DIRECTOR 18.00 X 0 0 0 0 0 0 0 0 0 0 ASSOCIATION ACUMEN LLC N83W13410 LEON RD MENOMONEE FALLS WI 53051 MANAGEMENT SERVICES 383460 1 631990 631990 ANNUAL CONFERENCE 561920 485551 485551 MEMBERSHIP DUES 900099 174254 174254 659805 27679 27679 589 0 589 589 589 11776 11776 11776 1331839 659805 0 40044 5000 389124 7450 5874 235 18540 21885 13596 54547 716888 6640 1239779 593200 649483 17500 0 182069 206800 668051 736197 3346 2857 1464166 1595337 1477 5101 480265 462470 481742 467571 X 982424 1127766 982424 1127766 1464166 1595337 92060 53282 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 1412997 53282 33750 -5874 81158 1331839 0 1331839 1267655 33750 33750 1233905 5874 5874 1239779 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -5,874. FORM 990, PART VI, SECTION A, LINE 6 AFLA HAS SEVEN TYPES OF MEMBERSHIP FOR FLEET INDUSTRY PROFESSIONALS: ALLIED SERVICE PROVIDER, ALUMNI, CORPORATE BUYER, DEALER, FLEET MANAGEMENT COMPANY, MANUFACTURER, AND REMARKETER. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY NOTIFIES ALL VOTING MEMBERS OF POSITIONS AVAILABLE ON THE GOVERNING BODY WITH TERMS EXPIRING DURING THE ENSUING YEAR. THE EXECUTIVE COMMITTEE SELECTS THE CANDIDATES AND NOTIFIES THE SECRETARY OF ITS RECOMMENDED CANDIDATES. THE SECRETARY NOTIFIES THE VOTING MEMBERSHIP OF THE SLATE OF CANDIDATES FOR VOTING VIA EMAIL BALLOT. ALL OFFICERS AND DIRECTORS TAKE OFFICE AT THE CLOSE OF THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B EACH MEMBER HAS ONE VOTE THAT MAY BE EXERCISED IN PERSON OR BY PROXY FOR ALL MATTERS REQUIRED TO BE VOTED UPON BY THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AFLA'S CODE OF CONDUCT ESTABLISHES THAT DIRECTORS MUST FULLY DISCLOSE, AT THE EARLIEST OPPORTUNITY, INFORMATION THAT MAY RESULT IN A PERCEIVED OR ACTUAL CONFLICT OF INTEREST. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.