2023-11-08T13:37:36-06:00 2022-12-31 521853933 JM&M 10500 LITTLE PATUXENT PKWY 770 COLUMBIA MD 21044 990 2022-01-01 521753485 INTERMODAL ASSOCIATION OF NORTH AMERICA INTE 3019823400 11785 BELTSVILLE DRIVE 1100 CALVERTON MD 20705 JOANNE F CASEY PRESIDENT/CEO 3019823400 2023-11-07 1 JOANNE CASEY 999009999 0 SEAN MCELWANEY P01608821 4108840220 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOANNE F CASEY 11785 BELTSVILLE DRIVE 1100 CALVERTON MD 20705 26772902 0 X WWW.INTERMODAL.ORG X 1991 DE TO PROMOTE THE INTERMODAL TRANSPORTATION INDUSTRY. 13 13 29 13 152684 0 0 0 8784040 12178671 2387776 73835 34240 320007 11206056 12572513 739000 333550 0 0 3762353 3927697 0 0 0 3981894 4626449 8483247 8887696 2722809 3684817 29793038 33376646 6346109 10405884 23446929 22970762 X TO PROMOTE THE INTERMODAL TRANSPORTATION INDUSTRY. 0 0 INFORMATION SERVICES FACILITATE THE INTERCHANGE OF EQUIPMENT AMONG CARRIERS OF DIFFERENT MODES OF TRANSPORTATION; INDUSTRY COMPLIANCE WITH STATE AND FEDERAL REGULATIONS. MARKETING AND EDUCATION (PREVIOUSLY PUBLICATIONS AND PRODUCTS) - THE MARKETING/COMMUNICATIONS DEPARTMENT IS RESPONSIBLE FOR MANAGING ALL EXTERNAL COMMUNICATIONS ON BEHALF OF THE ASSOCIATION AS WELL AS THE DEVELOPMENT OF PROMOTIONAL CAMPAIGNS FOR PRODUCTS, SERVICES, EVENT ATTENDANCE AND MEMBERSHIP RECRUITMENT. IN ADDITION, THE DEPARTMENT ALSO SOLICITS ADVERTISING REVENUE FOR IANA'S TRADE PUBLICATION "INTERMODAL INSIGHTS." PRODUCTS AND PUBLICATIONS SUPPORT MEMBER NEEDS IN FURTHERANCE OF THEIR EDUCATIONAL, BUSINESS AND REGULATORY COMPLIANCE OBJECTIVES. CONFERENCES INCLUDING ANNUAL EXHIBITION & EDUCATIONAL SEMINARS - ASSOCIATION MEMBERS MEET TO LEARN ABOUT INTERMODAL TRANSPORTATION PRODUCTS & SERVICES AND EXCHANGE IDEAS, AND SET OPERATING POLICIES & PROCEDURES OF THE ASSOCIATION. MEMBERSHIP DUES AND OTHER MEMBER SERVICES. POLICY AND COMMUNICATIONS - THE POLICY DEPARTMENT IS RESPONSIBLE FOR MONITORING ALL LEGISLATIVE AND REGULATORY ACTIVITIES WHICH COULD IMPACT MEMBERS OF THE ASSOCIATION. SPECIFIC FUNCTIONS INCLUDE: PROVIDING WEEKLY TRACKING MATRIXES FOR REGULATIONS AND LEGISLATION; ATTENDING HEARINGS; DEVELOPING POLICY PAPERS; ANALYZING THE IMPACTS OF PROPOSED REGULATIONS AND LEGISLATION; AND DRAFTING AGENCY AND CONGRESSIONAL FILINGS. 0 0 0 1 0 0 0 0 0 1 1 0 1 1 1 1 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 1 29 1 1 1 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X JOANNE CASEY 3019823400 11785 BELTSVILLE DRIVE 1100 CALVERTON MD 20705 DR NOEL HACEGABA CHAIRMAN 0.75 X X 0 0 0 SHELLI AUSTIN VICE-CHAIRMAN 0.75 X X 0 0 0 THOMAS WILLIAMS TREASURER 0.75 X X 0 0 0 TREVOR ASH BOARD MEMBER 0.25 X 0 0 0 MICHAEL BURTON BOARD MEMBER 0.25 X 0 0 0 KEVIN LHOTAK BOARD MEMBER 0.25 X 0 0 0 DOUGLAS HOEHN BOARD MEMBER 0.25 X 0 0 0 TIM HUMBERT BOARD MEMBER 0.25 X 0 0 0 ROBERT CANNIZZARO BOARD MEMBER 0.25 X 0 0 0 MARYCLARE KENNEY BOARD MEMBER 0.25 X 0 0 0 BARBARA MELVIN BOARD MEMBER 0.25 X 0 0 0 CHRISTOPHER BRACH BOARD MEMBER 0.25 X 0 0 0 DONNA LEMM BOARD MEMBER 0.25 X 0 0 0 JOANNE F CASEY PRESIDENT/CEO 50.00 X 772471 0 155819 MARY D SASKO VP-INFO. SERVICES 50.00 X 198425 0 72248 HAL POLLARD VP-MEMBER SERVICES 50.00 X 132922 0 98024 PIYUSH KUMAR PANCHAL DIRECTOR OF IT 50.00 X 189886 0 88578 DAVID GAROFALO DIRECTOR OF MEMBERSHIP & MARKETING 50.00 X 110670 0 30423 JON PALMBAK SR VP-DIGITAL PRODUCTS & TECH UNTIL MAY 2022 50.00 X 182537 0 16190 1586911 0 461282 7 0 1 0 AMERICAN TECHNOLOGY SERVICES LLC 2751 PROSPERITY AVE FAIRFAX VA 22031 COMP. OPER. SUPPORT 353280 JMM 10500 LITTLE PATUXENT PARKWAY SUIT COLUMBIA MD 21044 ACCOUNTING & FINANCIAL SUPPORT 305179 INTERMODAL IT CONSULTANTS A-5 MORAR BAUG SOCIETY NEAR VASTA PADRA VADODARA IN 391440 IT SUPPORT 241450 RINCK ADVERTISING INC 113 LIBSON STREET LEWISTON ME 04240 EVENTS SERVICES 191582 FREEMAN DECORATING CO PO BOX 650036 DALLAS TX 75265 MARKETING 180627 9 INFORMATION SVC FEES 480000 8867601 8834462 33139 SPONSORSHIP/CONFERENCE REVENUE 480000 1903005 1847225 55780 MEMBERSHIP DUES 480000 812347 812347 PUBLICATION INCOME 513190 595718 531953 63765 12178671 392438 392438 29180 29180 13881786 14143389 57000 -261603 -57000 -318603 -318603 MISCELLANEOUS INCOME 900099 290827 290827 290827 12572513 12025987 152684 393842 X 333550 928290 2254672 143170 410931 190634 110969 421266 161973 1350435 161380 439139 372738 319510 78154 762298 264623 80178 TAXES 19125 DUES AND SUBSCRIPTIONS 18133 STAFF TRAINING 16855 EXPO/TRADE SHOW 12468 37205 8887696 3502631 2887801 576757 7528062 1361946 1361170 143101 146037 4203315 3917989 519763 285326 9795409 23664569 8258644 24271 3114197 29793038 33376646 904492 884841 1073440 926000 4262725 5235737 105452 3359306 6346109 10405884 X 23446929 22970762 23446929 22970762 29793038 33376646 3684817 -4160984 0 X X 0 1 X 1 0 0 1 0 196392 196392 0 517991 497653 20338 3488932 3223944 264988 285326 GOVERNMENT SECURITIES 2628033 F CORPORATE BONDS 1385396 F STRUCTURED PRODUCTS 4245215 F 8258644 SECURITY DEPOSITS 24271 OPERATING RIGHT OF USE ASSET 3089926 3114197 OPERATING LEASE LIABILITY 3359306 3359306 X 8249556 -4160984 -4160984 12410540 161973 161973 12572513 8725723 0 8725723 161973 161973 8887696 PART X, LINE 2: THE ASSOCIATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2022 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION ON THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ASSOCIATION FILES TAX RETURNS. SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 1 PROGRAM SERVICES IT SUPPORT 241450 0 1 0 0 0 1 241450 0 241450 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 SUNY MARITIME COLLEGE 6 PENNYFIELD AVENUE THROGGS NECK NY 10465 473560167 501(C)(3) 60000 0 STUDENT TUITION SUPPORT, CURRICULUM DEV., STUDENT TRAVEL TO INTERMODAL FACILITIES UNIVERSITY OF ARKANSAS 1 UNIVERSITY OF ARKANSAS FAYETTEVILLE AR 72701 716003252 N/A 50000 0 STUDENT TUITION SUPPORT, CURRICULUM DEV., STUDENT TRAVEL TO INTERMODAL FACILITIES UNIVERSITY OF NORTH FLORIDA 1 UNF DRIVE JACKSONVILLE FL 32224 592976169 N/A 222000 0 STUDENT TUITION SUPPORT, CURRICULUM DEV., STUDENT TRAVEL TO INTERMODAL FACILITIES 1 2 PART I, LINE 2: UNIVERSITIES SUBMIT TWO BIANNUAL STEWARDSHIP REPORTS THAT ARE REVIEWED BY THE SCHOLARSHIP COMMITTEE. X X X 0 0 0 JOANNE F CASEY PRESIDENT/CEO 614576 0 75981 0 81914 0 127518 0 28301 0 928290 0 0 0 PIYUSH KUMAR PANCHAL DIRECTOR OF IT 189730 0 0 0 156 0 67646 0 20932 0 278464 0 0 0 MARY D SASKO VP-INFO. SERVICES 148807 0 48588 0 1030 0 68855 0 3393 0 270673 0 0 0 HAL POLLARD VP-MEMBER SERVICES 132251 0 0 0 671 0 62631 0 35393 0 230946 0 0 0 JON PALMBAK SR VP-DIGITAL PRODUCTS & TECH UNTIL MAY 2022 120705 0 61784 0 48 0 13050 0 3140 0 198727 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION'S MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CHAIRMAN OR TREASURER OF THE BOARD OF DIRECTORS AND THE PRESIDENT/CEO. FORM 990, PART VI, SECTION B, LINE 12C INTERNAL STAFF ISSUES OF POTENTIAL CONFLICTS ARE REVIEWED BY SENIOR STAFF AT REGULARLY-SCHEDULED STAFF MEETINGS; EXTERNAL POTENTIAL CONFLICTS MONITORED BY APPROPRIATE SENIOR STAFF MEMBER AND DEPENDING ON MAGNITUDE AND COMPANY INVOLVED DEALT WITH BY ASSOCIATION PRESIDENT/CEO OR APPROPRIATE VICE PRESIDENT. MAJOR POTENTIAL CONFLICTS DEALT WITH BY BOARD OF DIRECTORS AND GENERAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE (COMPRISING OFFICERS OF THE BOARD) MANAGES THE PRESIDENT/CEO'S EMPLOYMENT CONTRACT WHICH INCLUDES SALARY AND BENEFITS; VP COMPENSATION IS DISCUSSED WITH THE EXECUTIVE COMMITTEE-PRESIDENT/CEO MAKES FINAL DECISION; ALL SENIOR STAFF COMPENSATION, INCLUDING PRESIDENT/CEO, IS AUTHORIZED BY THE BOARD IN ANNUAL BUDGET APPROVAL PROCESS. COMPARABILITY IS BASED ON REVIEW OF AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (ASAE) SALARY AND BENEFITS GUIDELINES FOR SPECIFIC POSITIONS AND FOR NON-PROFIT ASSOCIATIONS OF SIMILIAR SIZE AND SCOPE. THE LAST TIME SUCH A REVIEW WAS DONE USING COMPARABILITY DATA WAS IN AUGUST 2021. FORM 990, PART VI, SECTION C, LINE 19 WEBSITE IS USED FOR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST. FINANCIAL STATEMENTS ARE NOT RELEASED TO THE PUBLIC, BUT THE ANNUAL REPORT AVAILABLE TO THE PUBLIC SHOWS SOURCES OF REVENUE. FORM 990, PART IX, LINE 11G PUBLIC AFFAIRS 150,760. ADVOCACY 99,088. MEMBER SERVICES 152,778. EXPO SALES AND MANAGEMENT 245,598. INFO SERVICES 364,984. POLICY AND PROGRAMS 112,558. OTHER CONSULTING 76,360. BUSINESS & PRODUCT DEVELOPMENT 38,309. EXECUTIVE SEARCH 110,000.