N W cn a w if Form 99-EZ Short Form Return of Organization Exempt From Income Tax Under section 51 (c), 527, or 4947(aXl) of the Internal Revenue Code (except black lung benefit trust or private foundation) Sponsoring organizations, and controlling organizations as defined in section 512 (b)(13) must file Form 99 All other Department of the Treasury organs alons with gross receipts less than $1, and total assets less than $25, at the end of the year may use this form Internal Revenue Service The organization may have to use a copy of this return to satisfy state reporting requirements A For the 26 calendaf ear, or tax year beg inning, 26, and endin g, OMB No 1545-115 26 B Check if applicable C D Employer identification number Address change useirs TEXAS INDEPENDENT AUTOMOTIVE 74-213124 Name change label or print or ASSOCIATION E Telephone number Initial return Zee. PO BOX 65148 21-826-4431 Final return Specific SAN ANTONIO, TX 78265 Amended return l instruc - F G rou Exem ption Ap plication pending lions. P Number Section 51(cX3) organizations and 4947(a)(1) nonexempt charitable trusts G Accounting method: X Cash Accrual must attach a completed Schedule A Form 99 or 99-EV. Other (sped i H Check X if the organization is not I Website : N/A re uired to attach Schedule B (Form 99, J Org anization typ e ( check only one ) - X 51 c 6 insert no. ) 14947(a)(1) or 527 99^ EZ, or 99 PF) K Check if the organization is not a section 59(a)(3) supporting organization and its gross receipts are normally not more than $25,. return is not required, but if the organization chooses to file a return, be sure to file a complete return. L Add lines 5b, 6b, and 7b, to line 9 to determine gross receipts; if $1, or more, file Form 99 instead of Form 99-EZ 87, 511. Part I Revenue _ EYnences - and Channel in Net Assets or Fund Balances (Sine the inctrurtlnnc 1 Contributions, gifts, grants, and similar amounts received 1 2 Program service revenue including government fees and contracts 2 3 Membership dues and assessments 3 45, 47. 4 Investment income 4 27, 321. 5 a Gross amount from sale of assets other than inventory 5a b Less cost or other basis and sales expenses 5b R c Gain or ( loss) from sale of assets other than inventory ( line 5a less line 5b) (attach schedule) 5c E 6 Special events and activities ( attach schedule ). If any amount is from gaming, check here. N a Gross revenue (not including $ of contributions E reported on line 1 ) 6a 1,22. b Less: direct expenses other than fundraising expenses 6b 888. c Net income or (loss) from special events and activities ( line 6a less line 6b) SEE STATEMENT 1 6c 314. 7 a Gross sales of inventory, less returns and allowances 7a b Less: cost of goods sold. 7b c Gross profit or ( loss) from sales of inventory (line 7a less line 7b) 7c 8 Other revenue (describe SEE STATEMENT 2 ) 8 13, 518. 9 Tot a c 6c, 7c, and 8 9 86, 623. 1 Gra is an d (atta h schedule) 1 11 Ben fit o or or mem ers 11 E x 12 Sal ties oth m e a n loyee benefits 12 46, 923. E 13 Prof ssl nal ees and other paym to independent contractors 13 5, 25. N 14 Occ pa r c,y rent utilifies-and mail nce 14 21, 86. E 15 Prin ng, p ^ o to p,d nd s pping 15 166. s e3 '^ 16 Other x ense di s c ' SEE STATEMENT 3 ) 1 6 21, 362. 17 Total expenses (add lines 1 throu gh 16 ) 17 94, 562. 18 Excess or (deficit) for the year ( line 9 less line 17) 18-7, 939. N s 19 Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with end-of-year E E figure reported on prior year ' s return) 19 25, 573. T T 2 Other changes in net assets or fund balances ( attach explanation) 2 S 21 Net assets o r fund balances at end of y ear ( combine lines 18 through 2 ) 21 117, 634. Part It Balance Sheets - If Total assets on line 25, column (B) are $25, or more, file Form 99 instead of Form 99-EZ (See Instructions) (A ) Be g innin g year (B ) End of year 22 Cash, savings, and investments 56 99U. 22 23 Land and buildings 69, 25. 23 24 Other assets (describe SEE STATEMENT 4 ) 2,188. 24 25 Total assets 128, 383. 25 26 Total liabilities (describe SEE STATEMENT 5 ) 2, 81. 26 27 Net assets or fund balances hne 27 of column (B ) must ag ree with line 21 ) 125, 573. 27 BAA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. TEEA83L 1/19/7 66,59. 117,634. Form 99-EZ (26) G^ \1b
', Part Ili Statement of Pro g ram Service Accom p lishments (Seethe instructions. ) Expenses What is the organization's primary exempt purpose' SEE STATEMENT 6 (Required for 51(c)(3) Describe what was achieved in carrying out the organization's exempt purposes. In a clear and concise manner, and (4) organizations and describe the services provided, the number of persons benefited, or other relevant information for each 4947(a)(1) trusts; optional pro gram title. for others 28 SEE STATEMENT-7. ------------------------------ -- ------- ----------------------------------------- -------------------------------------------------- Grants $ If this amount includes forei g n rants check here 71 28a 94, 562. 29 --------- --------------------------------------- - -- -------------------------------------------------- Grants $ If this amount includes forei g n rants, check here 71 29a. 3 --------------------------------------------------- -- -------------------------------------------------- -------------------------------------------------- G rants $ I f this amount includes fo r e i gn rants check here 71 a 31 Other program services (attach schedule) (Grants $ If this amount includes forei g n grants, check here 31 a 32 Total p rog ram service expenses (add lines 28a through 31 a 32 94 562. Part IV I ict of Officprc lirectnrc Tructpec anti Key Fmnlnveec (I ict aach nna Pv ri if not rmmnensatar1 Sea lnstrurtinns) (A) Name and address (B) Title and average hours per week devoted (C) Compensation If not paid, enter - -.) (D) Contributions to employee benefit plans and (E) Exp ense account and other allowances to p osition deferred compensation B I LL HARDCASTLE SECRETARY... 453 SOUTH PADRE ISLAND DR - -- - -- - - - ---- -- - U -- - CORP S CH R I S T I, TX 7841 1 DAVID HOFFMANN PRESIDENT... 74 SOUTH WASHINGTON SṮ - - ---- - - -- - - - - - FREDERIS CK B URG, TX 7 8624 DARLA PUNDT TREASURE... 8719 BROADWAY ST SAN ANTONIO, TX 78217 GLENDA HENDRIX 1ST VICE PRESID... --- ------- - ------ -- - 4276 U.S. 281 NORTH -- ----- - - - --- - SP RI NG BRANCH TX --- 787 Part V Other Information (Note the statement re quirement in the instructions ) SEE STATEMENT 8 Yes No 33 Did the organization engage in any activity not previously reported to the IRS? If 'Yes,' attach a detailed description of each activity 33 X 34 Were any changes made to the organizing or governing documents but not reported to the IRS' If 'Yes,' attach a conformed copy of the changes 34 X 35 If the organization had income from business activities, such as those reported on lines 2, 6, and 7 (among others), but not reported on Form 99 - T, attach a statement explaining your reason for not reporting the income on Form 99-T. a Did the organization have unrelated business gross income of $1, or more or 633 ( e) notice, reporting, and proxy tax requirements? 35a X b If 'Yes,' has it filed a tax return on Form 99 -T for this year? 35b X 36 Was there a liquidation, dissolution, termination, or substantial contraction during the year? (If 'Yes,' attach a statement.) 36 X 37a Enter amount of political expenditures, direct or indirect, as described in the instructions - 1 37, 1. b Did the organization file Form 112 -POL for this year? 37b X 38a Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still unpaid at the start of the period covered by this return? 38a X b If 'Yes,' attach the sch specified in the line 38 instructions and enter the amount involved 38b N/A 39 51 (c)(7) organizations Enter: alnitiation fees and capital contributions included on line 9 39a N/A b Gross receipts, included on line 9, for p ublic use of club facilities 39b N/A BAA TEEA812L 1/19/7 Form 99-EZ (26)
Form 99-EZ 26 TEXAS INDEPENDENT AUTOMOTIVE 74-213124 Pa ge 3 part V Other Information (Note the statement requirement in the instructions) (Continued) 4a 51(c)(3) organizations Enter amount of tax imposed on the organization during the year under section 4911 N/A ; section 4912 N/A ; section 4955 N/A b 51(c)(3) and (4) organizations Did the organization engage in any section 4958 excess benefit transaction during the Yes No year or did it become aware of an excess benefit transaction from a prior year? If 'Yes,' attach an explanation 4b N A c Enter amount of tax imposed on organization managers or disqualified persons during the year under sections 4912, 4955, and 4958. d Enter amount of tax on line 4c re:mburscd by the organization i U. e All organizations At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?.. 4e X 41 List the states with which a copy of this return is filed NONE 42 a The books are in care _D_AR_L_A_P_UNDT Telephoneno 21-826-4431 Located at 11 CHICHESTER PLACE SAN ANTONIO bat any time during the calendar year, did the organization have an financial account in a foreign country (such as a bank account, sec If 'Yes,' enter the name of the foreign country. 1. See the instructions for exceptions and filing requirements for Fom cat any time during the calendar year, did the organization maintain If 'Yes,' enter the name of the foreign country: P. 43 Section 4947(a)(1) nonexempt charitable trusts filing Form 99-EZ and enter the amount of tax-exem p t interest received or accrued di Under penalties of peryury, I declare t e examined this return, including true, correct, and ciplete Declarati n of pr parer (other than officer ) is basec Please Sign Here Paid Preparers Use Only Darlr, I2 d-e- Treessu Type or punt name and title Preparer's signature GAA ^ Firm's name (or TSAKOPULOS BROWN SCHOTT & ANCHORS yours if self - emp loyed), Do- 991 IH 1 WEST SUITE 9 ^d+4, and SAN ANTONIO, TX 7823 TEEA812L 1/19/7 EIN N/A Phone no (21) 696-5177 Form 99-EZ (26)
1r Form 8868 Application for Extension of Time To File an (Rev April 27) Exempt Organization Return OMB No 1545-179 Department of the Treasury Internal Revenue Service File a separate application for each return If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box u If you are filing for an Additional (not automatic ) 3-Month Extension, complete only Part II (on page 2 of this form). Do not complete Part /l unlessyou have already been granted an automatic 3-month extension on a previously filed Form 8868. Part i Automatic 3-Month Extension of Time. Only submit original (no copies needed). Section 51(c) corporations required to file Form 99-T and requesting an automat,c 6-month extension - check this box and complete Part Ionly All other corporations (including 112-C filers), partnerships, REMICS, and trusts must use Form 74 to request an extension of time to file Income tax returns Electronic Filing (e- file). Generally, you can electronically file Form 8868 if you want a 3-month automatic extension of time to file one of the returns noted below (6 months for section 51(c) corporations required to file Form 99-T). However, you cannot file Form 8868 electronically if (1) you want the additional (not automatic) 3-month extension or (2) you file Forms 99-BL, 669, or 887, group returns, or a composite or consolidated Form 99-T. Instead, you must submit the fully completed and signed page 2 (Part II) of Form 8868 For more details on the electronic filing of this form, visit www Irs gov/efile and click on a-file for Charities & Nonprofits Type or print File by the due date for filing your return See instructions Name of Exempt Organization TEXAS INDEPENDENT AUTOMOTIVE, ASSOCIATION Number, street, and room or suite number If a P box see instructions PO BOX 65148 City, town or post office, state, and ZIP code For a foreign address, see instructions SAN ANTONIO, TX 78265 Check type of return to be filed (file a separate application for each return)* Form 99 Form 99-T (corporation) Form 472 Form 99-BL Form 99-T (section 41(a) or 48(a) trust) Form 5227 X Form 99-EZ Form 99-T (trust other than above) Form 669 Form 99-PF Form 141-A Form 887 Employer Identification number 74-213124 The books are in the care of DARLA PUNDT ------------------------------------ Telephone No. 21-826-4 4 3 1------_ FAX No If the organization does not have an office or place of business in the United States, check this box LI If this is for a Group Return, enter the organization ' s four digit Group Exemption Number (GEN). If this is for the whole group, check this box FJ -If it is for part of the group, check this box and attach a list with the names and EINs of all members the extension will cover. 1 I request an automatic 3-month (6 months for a section 51 ( c) corporation required to file Form 99 - T) extension of time until 8/15_, 2 7 _, to file the exempt organization return for the organization named above The extension is for the organization's return for: XX calendar year 2 6- or tax year beginning - - - -, 2 and endin g, 2 2 If this tax year is for less than 12 months, check reason: 11 Initial return 11 Final return r] Change in accounting period 3a If this application is for Form 99-BL, 99-PF, 99-T, 472, or 669, enter the tentative tax, less any nonrefundable credits. See instructions. b If this application is for Form 99 -PF or 99-T, enter any refundable credits and estimated tax payments made Include any prior year overpayment allowed as a credit $. $. c Balance Due. Subtract line 3b from line 3a Include our payment with this form, or, if required, deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System). See instructions Caution. If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO for payment instructions. $. BAA For Privacy Act and Paperwork Reduction Act Notice, see instructions. Form 8868 (Rev 4-27 FIFZ51L 5/1/7
26 FEDERAL STATEMENTS PAGE 1 TEXAS INDEPENDENT AUTOMOTIVE ASSOCIATION 74-213124 STATEMENT 1. FORM 99-EZ, PART I, LINE 6 NET INCOME (LOSS) FROM SPE CIAL EVENTS LESS LESS NET GROSS CONTRI- GROSS DIRECT INCOME SPECIAL EVENTS RECEIPTS BUTIONS REVENUE EXPENSES (LOSS) FORMS PROGRAM 1 22.. 1 22. 888. 314. TOTAL 1, 22. STATEMENT 2 FORM 99-EZ, PART I, LINE 8 OTHER REVENUE VENDOR REBATE PROGRAM $ 13, 518. TOTAL 13, 518. STATEMENT 3 FORM 99 - EZ, PART I, LINE 16 OTHER EXPENSES ADVERTISING $ 5. AUTO EXPENSE 4,919. AWARDS 941. DEPRECIATION 68. DUES & SUBSCRIPTIONS 224. INSURANCE - HEALTH 2,339. MEETING REFRESHMENTS 898. NEWSLETTER 3,349. OFFICE SUPPLIES & EXPENSE 2,2. TELEPHONE 4,43. TRAVEL 1, 53. TOTAL 21,362. STATEMENT 4 FORM 99-EZ, PART II, LINE 24 OTHER ASSETS BEGINNING ENDING FURNITURE AND FIXTURES $ 1,572. $ 894. INVENTORIES 616. 616. TOTAL $ 2,188.,
26 FEDERAL STATEMENTS PAGE 2 TEXAS INDEPENDENT AUTOMOTIVE ASSOCIATION 74-213124 STATEMENT 5. FORM 99 - EZ, PART II, LINE 26 TOTAL LIABILITIES BEGINNING ENDING 41 K PAYABLE $. $ 1. CHAPTER DUES - PAYABLE 275. 125. LEGAL DEFENSE FUND PAYABLE. 865. PAYROLL TAX WITHHOLDING 87. 115. RENTAL DEPOSITS 2,388. 2,388. SALES TAX PAYABLE 6. 95. TOTAL 3, 6 9-97 STATEMENT6 FORM 99-EZ, PART III ORGANIZATION ' S PRIMARY EXEMPT PURPOSE THE ORGANIZATION REPRESENTS INDEPENDENTLY OWNED AND OPERATED AUTOMOTIVE SERVICE PROVIDERS IN ORDER TO PROMOTE THE INDEPENDENT SHOP OWNER, THE PUBLIC INTEREST, TRAINING, EDUCATION,SAFETY AND THE ECONOMIC PROGRESS OF THE INDUSTRY IN TEXAS. STATEMENT 7 FORM 99 - EZ, PART III, LINE 28 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS GRANTS PROGRAM AND SERVICE DESCRIPTION ALLOCATIONS EXPENSES THE ASSOCIATION PROVIDES PRINTED AND COMPUTER FORMS, LOGOS, UNIFORM PATCHES, ETC. AT AFFORDABLE PRICES. IN ADDITION, MONTHLY NEWSLETTERS ARE SENT TO MEMBERS, OFFERING BUSINESS AND EDUCATIONAL SERVICES TO KEEP MEMBERS CURRENT ON INDUSTRY AND ASSOCIATION NEWS. 94,562. INCLUDES FOREIGN GRANTS: NO THE ASSOCIATION PROVIDES SCHOLARSHIPS TO HIGH SCHOOL STUDENTS WHO ATTEND TRADE SCHOOLS TO FURTHER PREPARE THEM FOR A FUTURE IN THE AUTOMOTIVE REPAIR BUSINESS. INCLUDES FOREIGN GRANTS: NO. 94,562. STATEMENT 8 FORM 99-EZ, PART V REGARDING TRANSFERS ASSOCIATED WITH PERSONAL BENEFIT CONTRACTS (A) DID THE ORGANIZATION, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT? NO (B) DID THE ORGANIZATION, DURING THE YEAR, PAY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT? NO