2024-11-12T07:29:08-06:00 2023-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2023-01-01 530026970 AMERICAN TRUCKING ASSOCIATIONS INC AMER 7038381959 80 M STREET SE 800 WASHINGTON DC 20003 CHRISTOPHER SPEAR PRESIDENT & CEO 7038381959 2024-11-08 1 1 P01608821 4108840220 2023 2024-10-15 13:58:12Z CHRISTOPHER SPEAR 80 M STREET SE 800 WASHINGTON DC 20003 51099955 0 X WWW.TRUCKING.ORG X 1933 DC TO PROMOTE COMMON BUSINESS INTERESTS WITHIN THE TRUCKING INDUSTRY. 127 127 178 201 5318177 0 2779842 3028825 44754826 45347236 413676 361244 803641 518842 48751985 49256147 694650 753851 0 0 25487297 26882724 0 0 0 25456357 23491034 51638304 51127609 -2886319 -1871462 109462537 109218769 91343826 90727425 18118711 18491344 X TO SERVE AND REPRESENT THE INTERESTS OF THE TRUCKING INDUSTRY WITH ONE UNITED VOICE; TO INFLUENCE IN A POSITIVE MANNER FEDERAL AND STATE GOVERNMENTAL ACTIONS; TO ADVANCE THE TRUCKING INDUSTRY'S IMAGE, EFFICIENCY, COMPETITIVENESS, AND PROFITABILITY; TO PROVIDE EDUCATIONAL PROGRAMS AND INDUSTRY RESEARCH; TO PROMOTE SAFETY AND SECURITY ON OUR NATION'S HIGHWAYS AND AMONG OUR DRIVERS; AND TO STRIVE FOR A HEALTHY BUSINESS ENVIRONMENT. 0 0 MEMBERSHIP - TRAVELED THE COUNTRY TO RECRUIT AND RETAIN MEMBERS TO JOIN THE ASSOCIATION. A DIVERSE MEMBERSHIP BASE IS ESSENTIAL WHEN EDUCATING POLITICIANS AND REGULATORS ABOUT THE INDUSTRY AS THEY DEVELOP RULES AND REGULATIONS THAT IMPACT TRUCKING. PERIODICALS - TRANSPORT TOPICS - PUBLISHED NATIONAL WEEKLY NEWSPAPER FOR THE TRUCKING INDUSTRY WITH A PAID CIRCULATION OF MORE THAN 22,660 AND A READERSHIP OF APPROXIMATELY 75,100. THIS PUBLICATION IS THE PRIMARY SOURCE OF INFORMATION FOR THE TRUCKING INDUSTRY. MEETINGS AND CONVENTIONS - HELD SEVERAL ANNUAL MEETINGS FOR DIFFERENT SEGMENTS OF THE TRUCKING INDUSTY AND VARIOUS EDUCATIONAL SEMINARS FOR SPECIFIC AREAS OF FINANCE, SAFETY, SECURITY, ENVIRONMENTAL, ETC. MEETINGS WERE HELD IN ALL REGIONS OF THE U.S. 0 1 1 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 1 47 0 1 178 1 1 1 0 0 0 1 1 0 1 0 X 127 127 1 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X CHRISTOPHER SPEAR 7038381959 80 M STREET SE 800 WASHINGTON DC 20003 DANIEL VAN ALSTINE CHAIRMAN 15.00 X X 0 0 0 DENNIS DELLINGER VICE CHAIRMAN 15.00 X X 0 0 0 ANDREW BOYLE FIRST VICE CHAIRMAN 15.00 X X 0 0 0 HAROLD SUMERFORD JR PAST CHAIRMAN 15.00 X X 0 0 0 MARIA BOYCE COMMITTEE CHAIR 1.00 X 0 0 0 SCOTT GEORGE COMMITTEE CHAIR 1.00 X 0 0 0 MICHAEL S CARD COMMITTEE CHAIR 1.00 X 0 0 0 JOHN S WHITTINGTON COMMITTEE CHAIR 1.00 X 0 0 0 JAMES BURG COMMITTEE CHAIR 1.00 X 0 0 0 WILLIAM HILL SMALL CARRIER COMMITTEE 1.00 X 0 0 0 JOHN M SMITH SECRETARY 5.00 X X 0 0 0 JOHN A SMITH TREASURER 5.00 1.00 X X 0 0 0 WES DAVIS VICE CHAIRMAN 10.00 X X 0 0 0 EDGAR MCGONIGAL STATE VICE PRESIDENT AS OF 9/21 1.00 X 0 0 0 BUTCH RICE STATE VICE PRESIDENT AS OF 8/21 1.00 X 0 0 0 JOEY CRUM STATE VICE PRESIDENT AS OF 8/21 1.00 X 0 0 0 RICHARD HEPLER STATE VICE PRESIDENT AS OF 7/21 1.00 X 0 0 0 OTILIO LEE ROBLEDO STATE VICE PRESIDENT AS OF 5/21 1.00 X 0 0 0 JAY SMITH STATE VICE PRESIDENT 1.00 X 0 0 0 MARIA WITTMEYER STATE VICE PRESIDENT 1.00 X 0 0 0 MARK WALKER STATE VICE PRESIDENT 1.00 X 0 0 0 PERRY OLSON STATE VICE PRESIDENT 1.00 X 0 0 0 NICK DANDREA STATE VICE PRESIDENT 1.00 X 0 0 0 PHILIP L BYRD SR STATE VICE PRESIDENT 1.00 10.00 X 0 0 0 JAMES JOHANNESSON STATE VICE PRESIDENT 1.00 X 0 0 0 MARIO ARCHAGA STATE VICE PRESIDENT 1.00 X 0 0 0 DREW FREE STATE VICE PRESIDENT 1.00 X 0 0 0 MARCIA FASCHINGBAUER STATE VICE PRESIDENT 1.00 X 0 0 0 RYAN WALPOLE STATE VICE PRESIDENT 1.00 X 0 0 0 MACK H GUEST IV STATE VICE PRESIDENT 1.00 X 0 0 0 MICHAEL D YADON STATE VICE PRESIDENT 1.00 X 0 0 0 SCOTT PAUCHNIK STATE VICE PRESIDENT 1.00 X 0 0 0 MICHAEL MASSENGILL STATE VICE PRESIDENT 1.00 X 0 0 0 GREG VENABLE STATE VICE PRESIDENT 1.00 X 0 0 0 ERICH H HELGE STATE VICE PRESIDENT 1.00 X 0 0 0 CALVIN E EWELL STATE VICE PRESIDENT 1.00 X 0 0 0 RICK HOOGENDOORN STATE VICE PRESIDENT 1.00 X 0 0 0 BRENDA DITTMER STATE VICE PRESIDENT 1.00 X 0 0 0 MICHAEL L MILLER STATE VICE PRESIDENT 1.00 X 0 0 0 JOWELL RIVERA STATE VICE PRESIDENT 1.00 X 0 0 0 CHELSEA POTTLE DEMMONS STATE VICE PRESIDENT 1.00 X 0 0 0 RICHARD ROEHL STATE VICE PRESIDENT 1.00 X 0 0 0 EVAN P STOUTEN STATE VICE PRESIDENT 1.00 X 0 0 0 STEPHEN WADHAMS STATE VICE PRESIDENT 1.00 X 0 0 0 KEVIN LHOTAK STATE VICE PRESIDENT 1.00 X 0 0 0 JASON H ANDRUS STATE VICE PRESIDENT 1.00 X 0 0 0 THOMAS LEE STATE VICE PRESIDENT 1.00 X 0 0 0 EDWIN A MEYER STATE VICE PRESIDENT 1.00 X 0 0 0 COLLIN STEWART STATE VICE PRESIDENT 1.00 X 0 0 0 FENN CHURCH STATE VICE PRESIDENT 1.00 X 0 0 0 HELEN BROOKS STATE VICE PRESIDENT 1.00 X 0 0 0 DEWELL GOSSETT STATE VICE PRESIDENT 1.00 X 0 0 0 MITCHELL GUILLOT STATE VICE PRESIDENT 1.00 X 0 0 0 NICHOLAS CARD STATE VICE PRESIDENT 1.00 X 0 0 0 AL BATISTA STATE VICE PRESIDENT 1.00 X 0 0 0 BRENT VANDER POL STATE VICE PRESIDENT 1.00 X 0 0 0 MR ROBERT E RAGAN STATE VICE PRESIDENT 1.00 X 0 0 0 MRS RACHEL MARIE SINGLETON STATE VICE PRESIDENT 1.00 X 0 0 0 KEVIN W BURCH PAST CHAIRMAN 1.00 X 0 0 0 DANIEL E ENGLAND PAST CHAIRMAN 1.00 X 0 0 0 CHARLES L WHITTINGTON PAST CHAIRMAN 1.00 1.00 X 0 0 0 FRED C BURNS PAST CHAIRMAN 1.00 X 0 0 0 DONALD M BOWMAN PAST CHAIRMAN 1.00 X 0 0 0 LEE PHILIP SHAFFER PAST CHAIRMAN 1.00 X 0 0 0 BARRY POTTLE PAST CHAIRMAN 1.00 X 0 0 0 WILLIAM T CASSELS JR PAST CHAIRMAN 1.00 X 0 0 0 JAMES H DIXON EMERITUS MEMBER 1.00 X 0 0 0 EDWARD A ROCHA EMERITUS MEMBER 1.00 X 0 0 0 ROBERT A YOUNG EMERITUS MEMBER 1.00 X 0 0 0 JOSEPH K FILIPIAK CONFERENCE VICE PRESIDENT 1.00 X 0 0 0 BILL LOVEJOY CONFERENCE VICE PRESIDENT 1.00 X 0 0 0 EDWIN J NAGLE CONFERENCE VICE PRESIDENT 1.00 X 0 0 0 MARK ANDERSON CONFERENCE VICE PRESIDENT 1.00 X 0 0 0 HEIDI MCGUIRE CONFERENCE REPRESENTATIVE 1.00 X 0 0 0 ELI MCCORMICK CARRIER POLICY COMMITTEE CHAIR 1.00 X 0 0 0 HUGH EKBERG CARRIER POLICY COMMITTEE CHAIR 1.00 1.00 X 0 0 0 GREGORY D BROWN CARRIER POLICY COMMITTEE CHAIR 1.00 X 0 0 0 HEATH ARNOLD CARRIER POLICY COMMITTEE CHAIR 1.00 X 0 0 0 JAIME HAMM MAUS CARRIER POLICY COMMITTEE CHAIR 1.00 X 0 0 0 ALVIN FOLEY AT-LARGE MEMBER 1.00 X 0 0 0 BRIAN D SUHRE AT-LARGE MEMBER 1.00 X 0 0 0 CARI BAYLOR AT-LARGE MEMBER 1.00 X 0 0 0 CHRIS N BUNNING AT-LARGE MEMBER 1.00 X 0 0 0 CHRISTOPHER RONALD COOPER AT-LARGE MEMBER 1.00 X 0 0 0 DAVID LOWRY AT-LARGE MEMBER 1.00 X 0 0 0 DAVID G FREE AT-LARGE MEMBER 1.00 X 0 0 0 DAVID R PARKER AT-LARGE MEMBER 1.00 1.00 X 0 0 0 DAVID S CONGDON AT-LARGE MEMBER 1.00 X 0 0 0 DENNIS A NASH AT-LARGE MEMBER 1.00 1.00 X 0 0 0 DONALD G OREN AT-LARGE MEMBER 1.00 X 0 0 0 ERIC FULLER AT-LARGE MEMBER 1.00 X 0 0 0 EVERETT ROEHL AT-LARGE MEMBER 1.00 X 0 0 0 GREGORY L OWEN AT-LARGE MEMBER 1.00 X 0 0 0 HEATHER PARAINO AT-LARGE MEMBER AS OF 9/21 1.00 X 0 0 0 JACK GRIFFIN AT-LARGE MEMBER 1.00 X 0 0 0 JAMES FIELDS AT-LARGE MEMBER 1.00 X 0 0 0 JASON HIGGINBOTHAM AT-LARGE MEMBER 1.00 X 0 0 0 JOHN K ELLIOTT II AT-LARGE MEMBER 1.00 X 0 0 0 JOHN R SCHAUPP AT-LARGE MEMBER 1.00 X 0 0 0 KEN BRAUNBACH AT-LARGE MEMBER AS OF 7/21 1.00 X 0 0 0 KEVIN P KNIGHT AT-LARGE MEMBER 1.00 X 0 0 0 MARK H GEORGE AT-LARGE MEMBER 1.00 X 0 0 0 MICHAEL KIELY AT-LARGE MEMBER 1.00 1.00 X 0 0 0 NICK HOBBS AT-LARGE MEMBER 1.00 X 0 0 0 RANDALL J CLIFFORD AT-LARGE MEMBER 1.00 X 0 0 0 ROBERT E LOW AT-LARGE MEMBER 1.00 1.00 X 0 0 0 ROBERT F HAAG AT-LARGE MEMBER 1.00 X 0 0 0 ROBEY W ESTES AT-LARGE MEMBER 1.00 X 0 0 0 ROYAL JONES AT-LARGE MEMBER 1.00 X 0 0 0 TONN M OSTERGARD AT-LARGE MEMBER 1.00 X 0 0 0 W TOBIN CASSELS AT-LARGE MEMBER 1.00 X 0 0 0 WILLIAM A USHER JR AT-LARGE MEMBER 1.00 X 0 0 0 WILLIAM T KRETSINGER AT-LARGE MEMBER 1.00 X 0 0 0 JOSEPH JASKA AT-LARGE MEMBER 1.00 X 0 0 0 GREGORY HODGEN AT-LARGE MEMBER 1.00 X 0 0 0 RANDY P GUILLOT AT-LARGE MEMBER 1.00 X 0 0 0 ANDREW COOLIDGE AT-LARGE MEMBER 1.00 X 0 0 0 TIMOTHY P HELENTHAL AT-LARGE MEMBER 1.00 X 0 0 0 MICHAEL SCHWANZI AT-LARGE MEMBER 1.00 X 0 0 0 MS JOYCE BRENNY AT-LARGE MEMBER 1.00 X 0 0 0 MR MARTIN BURNHAM JR AT-LARGE MEMBER 1.00 X 0 0 0 MS JUDY R MCREYNOLDS AT-LARGE MEMBER 1.00 X 0 0 0 MR RENCE OLIPHANT AT-LARGE MEMBER 1.00 X 0 0 0 MR MARK B ROURKE AT-LARGE MEMBER 1.00 X 0 0 0 MS KIERA SULLIVAN AT-LARGE MEMBER 1.00 X 0 0 0 MS KAREN VELLUTINI AT-LARGE MEMBER 1.00 X 0 0 0 MR JOEL WALLACE AT-LARGE MEMBER 1.00 X 0 0 0 CHRISTOPHER SPEAR PRESIDENT AND CEO 33.00 7.00 X 2921079 0 41723 SARAH RAJTIK CHIEF OPERATING OFFICER 40.00 X 370486 0 17193 MEGAN MASITTO CHIEF FINANCIAL OFFICER 33.00 7.00 X 370017 0 18965 RICHARD PIANKA CHIEF LEGAL OFFICER & GENERAL COUNSEL 36.00 4.00 X 390290 0 27148 MARIO GRANDE CHIEF COMMERCIAL OFFICER 40.00 X 268032 0 33054 SUSAN H ROBUSTO EXECUTIVE VICE PRESIDENT 40.00 X 359651 0 19548 WILLIAM SULLIVAN CHIEF PUBLIC AFFAIRS & ADVOCACY OFFICER 40.00 X 412234 0 42624 REBECCA BREWSTER EXECUTIVE VICE PRESIDENT 0.00 40.00 X 434229 0 44045 ROBERT COSTELLO CHIEF ECONOMIST & SENIOR VICE PRESIDENT 40.00 X 366197 0 26717 ED GILROY SENIOR VICE PRESIDENT 40.00 X 329381 0 20351 JOHN LYNCH SENIOR VICE PRESIDENT 40.00 X 286012 0 40710 DANIEL MURRAY SENIOR VICE PRESIDENT 40.00 X 238775 0 40467 6746383 0 372545 73 0 1 0 MAYER BROWN LLP 190 SOUTH LA SALLE STREET CHICAGO IL 60603 LEGAL SERVICES 2196937 EVENTLINK 7220 OAKLEY INDUSTRIAL BLVD UNION CITY GA 30291 EVENT SETUP SERVICES 1446251 CONSTANTINE CANNON PC 335 MADISON AVE 9TH FLOOR NEW YORK NY 10017 LEGAL SERVICES 1028717 ROBERT HALF MANAGEMENT RESOURCES 12400 COLLECTIONS CENTER DR CHICAGO IL 60693 TEMPORARY HELP 586207 LEADING AUTHORITIES INC 919 18TH STREET NW STE 500 WASHINGTON DC 20006 SPEAKER FEES 492944 26 2365481 663344 350000 3028825 MEMBERSHIP DUES 900099 22719651 22719651 MEETINGS 900099 15050016 15050016 PERIODICALS 541800 6581404 1257636 5323768 SPONSORSHIPS 900099 695415 695415 AFFILIATION REVENUE 900099 125000 125000 175750 175750 45347236 287520 287520 179291 179291 310264 1043369 -733105 -733105 -6885 -726220 643132 569408 73724 73724 73724 814253 231031 583222 581928 1294 REIMBURSEMENTS 900099 489434 489434 489434 49256147 40605396 5318177 303749 753851 5292045 14529338 1745776 3314428 2001137 517942 212992 158333 68027 3331096 506751 1177955 1366742 3100011 1867681 7484530 601 1719298 254804 INCOME TAX EXPENSE 250 PRINTING & PUBLICATIONS 1386178 DUES AND SUBSCRIPTIONS 320702 MISC. 13650 3491 51127609 2430544 1304179 1842544 10536397 10674934 103061 97340 1484520 1833100 42338834 16484640 26745381 25854194 16762191 19010138 51400443 48602340 109462537 109218769 16282973 17281834 8178311 9800369 305545 66576997 63645222 91343826 90727425 X 15018707 15781773 3100004 2709571 18118711 18491344 109462537 109218769 X -1871462 928881 1315214 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24379 CONGRESSIONAL FOOTBALL 5827 COLFAX AVE ALEXANDRIA VA 22311 822470508 5000 NATIONAL DEMOCRATIC CLUB 30 IVY STREET SE WASHINGTON DC 20003 530233594 3500 MOUNT VERNON LADIES ASSOCIATION OF THE UNION PO BOX 110 MOUNT VERNON VA 22121 540564701 5000 0 0 0 22719651 2718148 2718148 3180751 -462603 PART I-A, LINE 1: THE AMERICAN TRUCKING ASSOCIATIONS, INC.'S INDIRECT POLITICAL CAMPAIGN ACTIVITIES CONSIST OF PROVIDING FACILITIES AND CATERING SERVICES TO THE ATA TRUCK PAC FOR THEIR EVENTS. TREAS. REG. SEC. 1.527-6(B)(1)(I) PROVIDES THAT A SECTION 501(C) ORGANIZATION'S EXPENDITURES WHICH ARE OTHERWISE PERMITTED UNDER THE FEDERAL ELECTION CAMPAIGN ACT (FECA) OR SIMILAR STATE STATUTE ARE FOR AN EXEMPT FUNCTION ONLY TO THE EXTENT PROVIDED IN TREAS. REG. SEC. 1.527-6(B)(3). TREAS. REG. SEC. 1.527-6(B)(3) HAS BEEN RESERVED (I.E., NO REGULATIONS HAVE BEEN PROMULGATED UNDER THIS SECTION). T.D. 7744 STATES THAT WHEN FINAL REGULATIONS ARE ISSUED UNDER THIS SECTION, THEY WILL BE APPLIED ON A PROSPECTIVE BASIS IF TAXPAYERS ARE ADVERSELY AFFECTED. PERMITTED ACTIVITIES OF A CORPORATION UNDER THE FECA INCLUDE, AMONG OTHER THINGS, PAYING THE COSTS OF ESTABLISHING A SEPARATE SEGREGATED FUND AND SOLICITING CONTRIBUTIONS TO SUCH FUND (SUBJECT TO VARIOUS RESTRICTIONS), COMMUNICATIONS WITH MEMBERS ABOUT CANDIDATES FOR PUBLIC OFFICE (IN THE CASE OF A MEMBERSHIP CORPORATION), AND ENGAGING IN CERTAIN NONPARTISAN ACTIVITIES DURING A POLITICAL CAMPAIGN SUCH AS VOTER REGISTRATION DRIVES. UNDER THE CURRENT REGULATIONS, IF A SECTION 501(C)(6) ORGANIZATION INCURS INDIRECT EXPENSES, SUCH AS EXPENSES INCURRED IN SOLICITING CONTRIBUTIONS TO A PAC, THE IRS WILL NOT IMPOSE TAX ON SUCH EXPENDITURES UNDER SECTION 527(F)(1) OR REQUIRE THE ORGANIZATION TO REPORT SUCH EXPENDITURES ON FORM 1120-POL. 150204 150204 28316293 13045912 15270381 10829871 1385191 9444680 401581 208138 193443 2640885 1845399 795486 25854194 OPERATING LEASE RIGHT-OF-USE ASSET 48503679 FINANCE LEASE RIGHT-OF-USE ASSET 98661 48602340 CAPITAL LEASE LIABILITY 102016 ROU LEASE LIABILITY 63543206 63645222 X PART X, LINE 2: THE ASSOCIATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. 1 AMERICAN TRANSPORTATION RESEARCH INSTITUTE 80 M STREET SE SUITE 800 WASHINGTON DC 20003 532039775 501(C)3 558504 0 CONTRIBUTION THE ARMY HISTORICAL FOUNDATION INC 1775 LIBERTY DRIVE SUITE 400 FORT BELVOIR VA 22060 521367225 501(C)3 50000 0 CONTRIBUTION FLORIDA TRUCKING ASSOCIATION 350 E COLLEGE AVE TALLAHASSEE FL 32301 590248607 501(C)6 50000 0 CONTRIBUTION CALIFORNIA TRUCKING ASSOCIATION 4148 EAST COMMERCE WAY SACRAMENTO CA 95834 951028780 501(C)6 50000 0 CONTRIBUTION NORTHEAST TRUCKING ASSOCIATION EXECUTIVE COUNCIL 9256 BENDIX ROAD SUITE 203 COLUMBIA MD 21045 475116188 501(C)6 20000 0 CONTRIBUTION AUSTIN HUMANE SOCIETY 124 W ANDERSON LANE AUSTIN TX 78752 746013665 501(C)3 6800 0 CONTRIBUTION 3 3 PART I, LINE 2: THE AMERICAN TRUCKING ASSOCIATIONS, INC. DOES NOT DISTRIBUTE GRANTS TO THIRD PARTIES. THE AMOUNTS LISTED ON PART II ARE GENERAL CONTRIBUTIONS TO SUPPORT THE MISSION OF THE LISTED ORGANIZATIONS. MINIMAL MONITORING IS REQUIRED. X X X 1 1 X X X X 0 0 0 CHRISTOPHER SPEAR PRESIDENT AND CEO 1868587 0 1051250 0 1242 0 9900 0 31823 0 2962802 0 0 0 REBECCA BREWSTER EXECUTIVE VICE PRESIDENT 346117 0 84548 0 3564 0 9900 0 34145 0 478274 0 0 0 WILLIAM SULLIVAN CHIEF PUBLIC AFFAIRS & ADVOCACY OFFICER 350091 0 60000 0 2143 0 9900 0 32724 0 454858 0 0 0 RICHARD PIANKA CHIEF LEGAL OFFICER & GENERAL COUNSEL 337968 0 50000 0 2322 0 9869 0 17279 0 417438 0 0 0 ROBERT COSTELLO CHIEF ECONOMIST & SENIOR VICE PRESIDENT 329955 0 35000 0 1242 0 9900 0 16817 0 392914 0 0 0 MEGAN MASITTO CHIEF FINANCIAL OFFICER 319207 0 50000 0 810 0 9750 0 9215 0 388982 0 0 0 SARAH RAJTIK CHIEF OPERATING OFFICER 320000 0 50000 0 486 0 9750 0 7443 0 387679 0 0 0 SUSAN H ROBUSTO EXECUTIVE VICE PRESIDENT 358409 0 0 0 1242 0 9900 0 9648 0 379199 0 0 0 ED GILROY SENIOR VICE PRESIDENT 289507 0 35000 0 4874 0 8520 0 11831 0 349732 0 0 0 JOHN LYNCH SENIOR VICE PRESIDENT 254782 0 30000 0 1230 0 7338 0 33372 0 326722 0 0 0 MARIO GRANDE CHIEF COMMERCIAL OFFICER 266073 0 0 0 1959 0 5890 0 27164 0 301086 0 0 0 DANIEL MURRAY SENIOR VICE PRESIDENT 215623 0 20000 0 3152 0 6734 0 33733 0 279242 0 0 0 PART I, LINE 1A CHAIRMAN TRAVEL - THE CHAIRMAN AND CHAIRMAN'S SPOUSE MAY TRAVEL FIRST CLASS DUE TO HEAVY TRAVEL SCHEDULES. THE POSITION IS AN UNPAID ONE YEAR POSITION. PRESIDENT TRAVEL - THE PRESIDENT & CEO MAY TRAVEL FIRST CLASS DUE TO A HEAVY TRAVEL SCHEDULE. SPOUSE TRAVEL - THE PRESIDENT & CEO'S SPOUSE MAY TRAVEL FIRST CLASS TO MEETINGS FOR BUSINESS PURPOSES. SERVICE AWARDS - SERVICE AWARDS TO ALL STAFF ARE GROSSED UP FOR TAXES. X 2 350000 0 0 0 PART I, COLUMN (B): THE ASSOCIATION IS REPORTING THE NUMBER OF ITEMS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 - ERIC FULLER, DENNIS NASH, AND LEE PHILIP SHAFFER HAVE A BUSINESS RELATIONSHIP. - EVERETT ROEHL AND RICHARD ROEHL HAVE A FAMILY AND BUSINESS RELATIONSHIP. - BARRY E. POTTLE AND CHELSEA POTTLE DEMMONS HAVE A FAMILY AND BUSINESS RELATIONSHIP. - ELI MCCORMICK AND EDGAR MCGONIGAL HAVE A BUSINESS RELATIONSHIP. - WES DAVIS AND MICHAEL MASSENGILL HAVE A BUSINESS RELATIONSHIP. - HUGH EKBERG AND JOHN M SMITH HAVE A BUSINESS RELATIONSHIP. - MICHAEL D. YADON AND SCOTT PAUCHNIK HAVE A BUSINESS RELATIONSHIP. - JOHN S. WHITTINGTON AND CHARLES L. WHITTINGTON HAVE A FAMILY AND BUSINESS RELATIONSHIP. - DREW FREE AND DAVID G. FREE HAVE A FAMILY AND BUSINESS RELATIONSHIP. - MICHAEL KIELY, NICK DANDREA, AND MARIO ARCHAGA HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE AMERICAN TRUCKING ASSOCIATION, INC. IS A TRADE ASSOCIATION CONSISTING OF DUES PAYING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE AMERICAN TRUCKING ASSOCIATIONS, INC. (ATA) BOARD OF DIRECTORS, AS OF DECEMBER 31, 2023, CONSISTS OF ONE HUNDRED TWENTY-FOUR MEMBERS PLUS THREE EMERITUS MEMBERS FOR A TOTAL OF ONE HUNDRED TWENTY-SEVEN VOTING MEMBERS. SIXTY-NINE OFFICERS AND VICE PRESIDENTS AT LARGE ARE ELECTED BY THE BOARD ITSELF ANNUALLY. FOURTEEN COMMITTEE CHAIRS ARE APPOINTED ANNUALLY BY THE CHAIRMAN, WHO SERVES A ONE YEAR TERM. FOURTY-EIGHT STATE ASSOCIATIONS, AFFILIATED CONFERENCES REPRESENTING INDUSTRY SEGMENTS, AND OTHER RELATED ORGANIZATIONS EACH ELECT ONE ATA MEMBER AS THEIR REPRESENTATIVE TO THE BOARD. EMERITUS MEMBERS ARE EX-OFFICIO LIFETIME MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B DRAFT VERSION OF THE 990 TAX RETURNS ARE COMPILED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE CEO AND CFO OF THE ORGANIZATION. FINAL COPIES OF THE 990 TAX RETURNS ARE PROVIDED TO ALL BOARD MEMBERS ON THE BOARD PORTAL. FORM 990, PART VI, SECTION B, LINE 12C THE AMERICAN TRUCKING ASSOCIATIONS, INC. REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ALL CONTRACTS GO THROUGH AN EXTENSIVE REVIEW PROCESS. IF AN EMPLOYEE IS MADE AWARE OF A CONFLICT THEY ARE INSTRUCTED TO DISCLOSE THE SITUATION THROUGH THE PROPER CHAIN SO THAT THE APPROPRIATE ACTION MAY TAKE PLACE. FORM 990, PART VI, SECTION B, LINE 15 THE AMERICAN TRUCKING ASSOCIATIONS (ATA) USES AN OUTSIDE COMPENSATION CONSULTANT TO CONDUCT AN ANNUAL REVIEW OF THE PRESIDENT & CEO'S COMPENSATION. THE PROCESS INCLUDES A REVIEW OF THE CURRENT CASH COMPENSATION (BASE SALARY PLUS INCENTIVE BONUS AND BENEFITS). SECONDLY, THE CONSULTANT CONDUCTS A MARKET ANALYSIS COMPARING THE CEO'S COMPENSATION WITH THE COMPENSATION OF CEO'S OF COMPARABLE TRADE ASSOCIATIONS. THE ATA COMPENSATION COMMITTEE IS A SUBCOMMITTEE OF THE ATA EXECUTIVE COMMITTEE, A SUBCOMMITTEE OF THE ATA BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE CONSIDERS THE RESULTS OF THESE ANALYSES WHEN DETERMINING COMPENSATION LEVELS OF THE CEO. THE SENIOR STAFF'S COMPENSATION IS COMPARED TO COMPENSATION OF COMPARABLE POSITIONS IN A COMPARATOR GROUP OF TRADE ASSOCIATIONS AND REVIEWED BY THE PRESIDENT AND CEO. FORM 990, PART VI, SECTION C, LINE 19 THE AMERICAN TRUCKING ASSOCIATIONS, INC. MAKES GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PENSION EQUITY CHARGE 1,315,214. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS AUDIT OVERSIGHT PROCESS OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR. AMERICAN TRANSPORTATION RESEARCH INSTITUTE 80 M STREET SE SUITE 800 WASHINGTON DC 20003 542039775 RESEARCH VA 501(C)3 7 ATA 1 TRUCKING CARES FOUNDATION 80 M STREET SE SUITE 800 WASHINGTON DC 20003 823015119 CHARITABLE VA 501(C)3 7 ATA 1 ATA SERVICES INC AND SUBSIDIARY 80 M STREET SE SUITE 800 WASHINGTON DC 20003 521066416 COMPUTER SERVICES VA ATA C 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 AMERICAN TRANSPORTATION RESEARCH INSTITUTE B 558504 ACTUAL CONTRIBUTION AMERICAN TRANSPORTATION RESEARCH INSTITUTE L 200000 BUDGETED FEE AMERICAN TRANSPORTATION RESEARCH INSTITUTE O 1455666 ACTUAL COSTS AMERICAN TRANSPORTATION RESEARCH INSTITUTE Q 50130 ACTUAL COSTS