2023-11-15T19:35:02-06:00 2022-12-31 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2022-01-01 530209887 SPECIALIZED CARRIERS & RIGGING ASSOCIATION SPEC 7036980291 5870 TRINITY PARKWAY SUITE 200 CENTREVILLE VA 20120 JOEL M DANDREA CHIEF EXECUTIVE OFFICER 7036980291 2023-11-15 1 JOEL DANDREA 999009999 1 DANIEL O'SHEA P00957510 3016529100 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOEL M DANDREA 5870 TRINITY PARKWAY SUITE 200 CENTREVILLE VA 20120 7604306 0 X WWW.SCRANET.ORG X 1959 DC TO PROVIDE THE UNIQUE INFORMATION AND ANY OTHER LAWFUL ACTIVITIES MEMBERS NEED TO SAFELY, LEGALLY, AND PROFITABLY TRANSPORT, LIFT AND ERECT OVERSIZE AND OVERWEIGHT ITEMS. 35 35 12 34 0 0 0 163911 3775825 3982294 631824 149924 406680 328681 4814329 4624810 50013 14891 0 0 1975604 2164178 0 0 0 2074218 2352594 4099835 4531663 714494 93147 8434138 9583645 2482611 4464818 5951527 5118827 TO PROVIDE THE UNIQUE INFORMATION AND ANY OTHER LAWFUL ACTIVITIES MEMBERS NEED TO SAFELY, LEGALLY, AND PROFITABLY TRANSPORT, LIFT AND ERECT OVERSIZE AND OVERWEIGHT ITEMS. 0 0 SC&RA HOSTS FIVE MAJOR ANNUAL MEETINGS, INCLUDING THE JANUARY BOARD AND COMMITTEE MEETINGS, SPECIALIZED TRANSPORTATION SYMPOSIUM, ANNUAL CONFERENCE, CRANE & RIGGING WORKSHOP, AND FINANCIAL & RISK MANAGEMENT SEMINAR. THESE MEETINGS PROVIDE VALUABLE EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR MEMBERS. MEMBER SERVICES - THE ASSOCIATION ACQUIRES, PRESERVES AND DISSEMINATES VALUABLE BUSINESS INFORMATION DEALING WITH SPECIALIZED TRANSPORTATION, MACHINERY MOVING AND ERECTING, INDUSTRIAL MAINTENANCE, MILLWRIGHTING, CRANE AND RIGGING OPERATIONS, MANUFACTURING AND RENTAL. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 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 0 0 1 29 0 1 12 1 0 0 0 0 0 0 0 0 X 35 35 0 0 0 0 1 1 0 1 1 0 0 0 0 1 1 1 1 0 X DIANA BHATTY 7036980291 5870 TRINITY PARKWAY SUITE 200 CENTREVILLE VA 20120 ALAN BARNHART BOARD MEMBER 1.00 X 0 0 0 ANDY STEINBERG BOARD MEMBER 1.00 X 0 0 0 ANTHONY FASTUCA BOARD MEMBER (OUTGOING) 1.00 X 0 0 0 BRETT BERARD BOARD MEMBER 1.00 X 0 0 0 BRUCE FORSTER BOARD MEMBER 1.00 X 0 0 0 DAVID LOWRY BOARD MEMBER 1.00 X 0 0 0 DELYNN BURKHALTER BOARD MEMBER 1.00 X 0 0 0 DONALD RUSSELL BOARD MEMBER 1.00 X 0 0 0 ED BERNARD PRESIDENT 1.00 X X 0 0 0 GARY STANG BOARD MEMBER 1.00 X 0 0 0 INGO SCHILLER BOARD MEMBER 1.00 X 0 0 0 J ROZUM ASSISTANT TREASURER 1.00 X X 0 0 0 JAMES VITEZ BOARD MEMBER 1.00 X 0 0 0 JAMES WHITE BOARD MEMBER 1.00 X 0 0 0 KAREN MILSAP LADIES GROUP CHAIR (OUTGOING) 1.00 X 0 0 0 KEITH SETTLE BOARD MEMBER 1.00 X 0 0 0 KEN GODDARD BOARD MEMBER 1.00 X 0 0 0 KERRY KOBERG ALLIED INDUSTRIES GROUP 1.00 X 0 0 0 KEVIN JOHNSTON CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 MICHAEL A CONNELLY C&R GROUP CHAIR 1.00 X 0 0 0 LOUIS JUNEAU BOARD MEMBER (OUTGOING) 1.00 X 0 0 0 MICHAEL A POPPE BOARD MEMBER 1.00 X 0 0 0 MICHAEL BATTAINI BOARD MEMBER 1.00 X 0 0 0 MICHAEL VLAMING TREASURER 1.00 X X 0 0 0 MIKE MORGAN BOARD MEMBER (OUTGOING) 1.00 X 0 0 0 PATRICK COLLINS MEMBER 1.00 X 0 0 0 PAUL DELONG BOARD MEMBER 1.00 X 0 0 0 PAUL LEFEBVRE BOARD MEMBER 1.00 X 0 0 0 PETER CRISCI ALLIED INDUSTRIES (OUTGOING) 1.00 X 0 0 0 RAFAEL DE LOS SANTOS BOARD MEMBER 1.00 X 0 0 0 RANDY SEVER BOARD MEMBER 1.00 X 0 0 0 ROB KEELAN BOARD MEMBER 1.00 X 0 0 0 ROBERT A WEISS BOARD MEMBER 1.00 X 0 0 0 ROCKY SPRINGER BOARD MEMBER (OUTGOING) 1.00 X 0 0 0 RON MONTGOMERY BOARD MEMBER 1.00 X 0 0 0 SCOTT BRAGG VICE PRESIDENT 1.00 X X 0 0 0 THOMAS BENNINGTON III BOARD MEMBER 2.00 X 0 0 0 TROY TALLENT BOARD MEMBER 1.00 X 0 0 0 WILLIAM STRAMER BOARD MEMBER 1.00 X 0 0 0 JOEL DANDREA CHIEF EXECUTIVE OFFICER 40.00 X 439093 0 190029 BETH O'QUINN SENIOR VICE PRESIDENT 40.00 X 205390 0 78438 CHRISTOPHER SMITH VICE PRESIDENT 40.00 X 156194 0 25786 KURT HOFFMAN DIRECTOR OF INFO. SERVICES 40.00 X 138934 0 22344 LISA GREPPS DIRECTOR OF MARKETING & CO 40.00 X 144098 0 24063 1083709 0 340660 5 0 1 0 CLIFTONLARSONALLEN LLP 220 S 6TH ST STE 300 MINNEAPOLIS MN 55402 PROFESSIONAL SERVICES 127996 1 163911 163911 MEMBERSHIP DUES 230000 2025940 2025940 MEETINGS 230000 1010433 1010433 ANNUAL CONFERENCE 230000 905785 905785 PUBLICATIONS 230000 40136 40136 3982294 331599 331599 282720 282720 2797821 2979496 -181675 -181675 -181675 SPONSORSHIPS 230000 45961 45961 45961 4624810 3982294 0 478605 14891 563148 1150420 164562 185380 100668 709 147040 36000 207212 175747 185595 189554 57610 1246422 45662 31068 DUES & SUBSCRIPTIONS 23464 TAXES & LICENSES FEE 1368 5143 4531663 318576 762653 193970 355791 229068 222310 553811 306111 39790 247700 6781124 5568658 1714444 871610 712089 8434138 9583645 245618 262085 1429536 1403123 807457 2799610 2482611 4464818 X 5951527 5118827 5951527 5118827 8434138 9583645 93147 -925847 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 1 1607486 -251818 -251818 62692 -314510 255963 37710 218253 199571 170124 29447 98277 98277 0 247700 DEPOSIT 16099 DEFERRED COMPENSATION ASSET 695990 712089 DUE TO AFFILIATES 6238 DEFERRED COMPENSATION LIABILITY 438183 ACCRUAL FOR SERP AGREEMENT CSV 206348 OPERATING LEASE LIABILITY 2148841 2799610 X 3662963 -925847 -925847 4588810 36000 36000 4624810 4495663 0 4495663 36000 36000 4531663 PART X, LINE 2: THE ASSOCIATION IS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE ("IRC"). UNRELATED BUSINESS INCOME PERTAINING TO ACTIVITIES NOT DIRECTLY RELATED TO ITS NONPROFIT PURPOSE IS SUBJECT TO INCOME TAXES. IN ACCORDANCE WITH THE PROVISIONS IN THE INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION ("FASB ASC"), THE ASSOCIATION HAS PERFORMED AN EVALUATION OF ITS TAX POSITIONS AND BELIEVES IT HAS APPROPRIATE SUPPORT FOR ITS TAX POSITIONS TAKEN. THERE WAS NO TAXABLE UNRELATED BUSINESS INCOME DURING THE YEARS ENDED DECEMBER 31, 2022 AND 2021; THEREFORE, THERE IS NO PROVISION IN THESE FINANCIAL STATEMENTS FOR INCOME TAXES OR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. TAX YEARS PRIOR TO 2019 ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVIEW SERVICE. 1 SPECIALIZED CARRIERS & RIGGING FOUNDATION 5870 TRINITY PARKWAY SUITE 200 CENTREVILLE VA 20120 521272278 501(C)(3) 14891 0 OPERATIONS 1 PART I, LINE 2: SPECIALIZED CARRIERS & RIGGING ASSOCIATION IS FAMILIAR WITH THE OPERATIONS OF THE ORGANIZATION IT PROVIDES ASSISTANCE TO, THE SPECIALIZED CARRIERS & RIGGING FOUNDATION, AND RECEIVES PERIODIC UPDATES THROUGH THE YEAR ON THE USES OF THE ASSISTANCE PROVIDED. X X X X X X 0 1 0 JOEL DANDREA CHIEF EXECUTIVE OFFICER 425830 0 0 0 13263 0 141418 0 48611 0 629122 0 0 0 BETH O'QUINN SENIOR VICE PRESIDENT 205390 0 0 0 0 0 57086 0 21352 0 283828 0 0 0 CHRISTOPHER SMITH VICE PRESIDENT 156194 0 0 0 0 0 25786 0 0 0 181980 0 0 0 LISA GREPPS DIRECTOR OF MARKETING & CO 144098 0 0 0 0 0 24063 0 0 0 168161 0 0 0 KURT HOFFMAN DIRECTOR OF INFO. SERVICES 138934 0 0 0 0 0 22344 0 0 0 161278 0 0 0 PART I, LINE 4B JOEL DANDREA, CHIEF EXECUTIVE OFFICER, PARTICIPATES IN A 457(F) RETIREMENT PLAN. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS MORE THAN 1,400 MEMBERS FROM OVER 46 NATIONS. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY IS ELECTED FROM THE MEMBERSHIP. EACH MEMBER HAS ONE VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM AND THE MANAGER OF FINANCE AND ADMINISTRATION AND THE CHIEF EXECUTIVE OFFICER REVIEW THE FORM 990. THE FORM WILL BE FILED WITH THE IRS AND SHARED WITH THE BOARD TREASURER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE HIRES AN INDEPENDENT CONSULTANT TO ACCUMULATE COMPENSATION DATA AND REVIEWS COMPARABILITY DATA FROM A PUBLISHED SOURCE AND FORMS 990 FROM SIMILAR ORGANIZATIONS TO DETERMINE REASONABLENESS OF COMPENSATION. THIS REVIEW OCCURS EVERY OTHER YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION WILL PROVIDE CERTAIN GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ON A CASE-BY-CASE REVIEW. SC&RA MILLWRIGHT ADMINISTRATIVE FUND 5870 TRINITY PARKWAY 200 CENTREVILLE VA 20120 541418622 MANAGEMENT DC 501(C)(6) N/A SC&RA 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0