Civic Intelligence

North American Dealer Information Technology Association

EIN 20-0593078 • 501(c)6 • Cary, NC

Profile

Communication & to promote common interests.

1135 Kildaire Farm RdCary, NC 27511

www.nadita.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE S41 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE S41 • $500k-$1M nonprofits • Source year 2025

Net Margin

88th percentile

33%

Higher net margin than 88% of similar nonprofits.

NTEE S41 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE S41 • $500k-$1M nonprofits • Source year 2025

Asset Growth

85th percentile

29%

Faster asset growth than 85% of similar nonprofits.

NTEE S41 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

3.6%

Faster revenue growth than 49% of similar nonprofits.

NTEE S41 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$894,897

Up $203,322 (+29%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$894,897

Up $203,322 (+29%) from 2024

Revenue

Up

$610,482

Up $21,069 (+3.6%) from 2024

Expenses

Down

$407,160

Down $94,648 (-19%) from 2024

Net Income

Up

$203,322

Up $115,717 (+132%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $401,369Liabilities 2010: $0Net Assets 2010: $401,3692010Assets 2011: $427,187Liabilities 2011: $0Net Assets 2011: $427,1872011Assets 2012: $482,096Liabilities 2012: $0Net Assets 2012: $482,0962012Assets 2013: $462,981Liabilities 2013: $0Net Assets 2013: $462,9812013Assets 2014: $464,246Liabilities 2014: $0Net Assets 2014: $464,2462014Assets 2015: $489,835Liabilities 2015: $0Net Assets 2015: $489,8352015Assets 2016: $584,557Liabilities 2016: $0Net Assets 2016: $584,5572016Assets 2017: $567,972Liabilities 2017: $0Net Assets 2017: $567,9722017Assets 2018: $646,012Liabilities 2018: $0Net Assets 2018: $646,0122018Assets 2019: $580,634Liabilities 2019: $0Net Assets 2019: $580,6342019Assets 2020: $511,709Liabilities 2020: $0Net Assets 2020: $511,7092020Assets 2021: $548,548Liabilities 2021: $0Net Assets 2021: $548,5482021Assets 2022: $577,861Liabilities 2022: $0Net Assets 2022: $577,8612022Assets 2023: $603,970Liabilities 2023: $0Net Assets 2023: $603,9702023Assets 2024: $691,575Liabilities 2024: $0Net Assets 2024: $691,5752024Assets 2025: $894,897Liabilities 2025: $0Net Assets 2025: $894,8972025

Highlighted filing

2025

Assets$894,897
Liabilities$0
Net Assets$894,897

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2010: $142,4812010Revenue 2011: $293,668Expenses 2011: $267,850Net Income 2011: $25,8182011Expenses 2012: $164,1652012Revenue 2013: $255,946Expenses 2013: $275,061Net Income 2013: -$19,1152013Revenue 2014: $246,410Expenses 2014: $245,145Net Income 2014: $1,2652014Revenue 2015: $268,026Expenses 2015: $242,437Net Income 2015: $25,5892015Revenue 2016: $306,427Expenses 2016: $211,705Net Income 2016: $94,7222016Revenue 2017: $332,811Expenses 2017: $349,396Net Income 2017: -$16,5852017Revenue 2018: $313,110Expenses 2018: $235,070Net Income 2018: $78,0402018Revenue 2019: $395,483Expenses 2019: $460,861Net Income 2019: -$65,3782019Revenue 2020: $126Expenses 2020: $69,051Net Income 2020: -$68,9252020Revenue 2021: $315,448Expenses 2021: $278,609Net Income 2021: $36,8392021Revenue 2022: $394,275Expenses 2022: $364,962Net Income 2022: $29,3132022Revenue 2023: $447,062Expenses 2023: $420,953Net Income 2023: $26,1092023Revenue 2024: $589,413Expenses 2024: $501,808Net Income 2024: $87,6052024Revenue 2025: $610,482Expenses 2025: $407,160Net Income 2025: $203,3222025

Highlighted filing

2025

Revenue$610,482
Expenses$407,160
Net Income$203,322

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.95$0.00$8.95$6.10$4.07$2.03
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.92$0.00$6.92$5.89$5.02$0.88
2023Summary only. Only limited summary data is available for this year.$6.04$0.00$6.04$4.47$4.21$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.78$0.00$5.78$3.94$3.65$0.29
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.49$0.00$5.49$3.15$2.79$0.37
2020Summary only. Only limited summary data is available for this year.$5.12$0.00$5.12$0.00$0.69$0.69
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.81$0.00$5.81$3.95$4.61$0.65
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$0.00$6.46$3.13$2.35$0.78
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.68$0.00$5.68$3.33$3.49$0.17
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.85$0.00$5.85$3.06$2.12$0.95
2015Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$2.68$2.42$0.26
2014Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$2.46$2.45$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$2.56$2.75$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$0.00$4.82$1.64
2011Summary only. Only limited summary data is available for this year.$4.27$0.00$4.27$2.94$2.68$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.01$0.00$4.01$1.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 9, 2026
Return Version
2025v4.0
Gross Receipts
$610,482
Mission and Program Overview

Mission

To support and advance the IT needs of Caterpillar dealerships across North America. Provide a dynamic platform for IT professionals to connect, share best practices, anad stay current on the latest industry trends.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$691,575$894,897▲ $203,322
Rtn Earn Endowment Incm Other Fnds$691,575$894,897▲ $203,322
Total Assets$691,575$894,897▲ $203,322
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$691,575$894,897▲ $203,322
Total Liabilities and Net Assets / Fund Balance$691,575$894,897▲ $203,322
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brent CerkaPresident
Don NguyenVice President
Nancy SchillingSecretary
Michael NashTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$610,319
Investment Income
$163
Other Revenue
$0
Change in Net Assets
$203,322
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$401,705
Grants and Similar Amounts Paid$5,455
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$337,061$0$0$337,061
Fees for Services Management$52,678$0$0$52,678
Information Technology$7,576$0$0$7,576
Grants to Domestic Orgs$5,455--$5,455
Advertising$3,540$0$0$3,540
Other Expenses$849$0$0$849
Total Functional Expenses$407,160$0$0$407,160
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 9

Brent Cerka 15 Smith Rd, Ste 4000 Midland TX 79705

Form 990, Part VI, Line 9

Don Nguyen 16945 Camino San Bernardo San Diego CA 92127

Form 990, Part VI, Line 9

Nancy Schilling 8531 Pulaski Highway Baltimore MD XXX-XX-XXXX

Form 990, Part VI, Line 9

Michael Nash 3993 E Royalton Rd Broadview Hts OH 44147

Filing and Contact Details

Filer

Filer Name
North American Dealer Information Technology Association
EIN
20-0593078
Phone
9198540911
Address
1135 Kildaire Farm Rd, Cary, NC 27511

Signing Officer

Name
Michael Nash
Title
Treasurer
Phone
9198540911
Signed
2026-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Nash
Formed
2003
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
12

Preparer

Firm
Clay Blue CPA Pllc
Address
1135 KILDAIRE FARM RD STE 200, CARY, NC 27511
Preparer
Clay Blue
Phone
9198540911
Supplemental Narrative

Additional Explanations

Pt VI, Line 7A

Twelve Caterpillar Dealer IT Mgr. voluteers elect BoD.

Pt VI, Line 11B

Treasurer reviews & signs Form 990 & presents to BoD.

Pt VI, Line 19

Documents & Financial Stmts. are provided upon request.

Raw XML Appendix275 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Twelve Caterpillar Dealer IT Mgr. voluteers elect BoD.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents & Financial Stmts. are provided upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Brent Cerka 15 Smith Rd, Ste 4000 Midland TX 79705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Don Nguyen 16945 Camino San Bernardo San Diego CA 92127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Nancy Schilling 8531 Pulaski Highway Baltimore MD XXX-XX-XXXX
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/PhoneNum09198540911
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLAY BLUE CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01135 KILDAIRE FARM RD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027511
ReturnHeader/PreparerPersonGrp/PhoneNum09198540911
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Clay Blue
ReturnHeader/ReturnTs02026-02-13T09:14:41-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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