2022-11-01T14:24:58-05:00 2021-12-31 521853933 JM&M 10500 LITTLE PATUXENT PKWY 770 COLUMBIA MD 21044 990 2021-01-01 521753485 INTERMODAL ASSOCIATION OF NORTH AMERICA INTE 3019823400 11785 BELTSVILLE DRIVE 1100 CALVERTON MD 20705 JOANNE F CASEY PRESIDENT/CEO 3019823400 2022-11-01 1 JOANNE CASEY 999009999 SEAN MCELWANEY P01608821 4108840220 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JOANNE F CASEY 11785 BELTSVILLE DRIVE 1100 CALVERTON MD 20705 21593192 0 X WWW.INTERMODAL.ORG X 1991 DE TO PROMOTE THE INTERMODAL TRANSPORTATION INDUSTRY. 13 13 33 14 148093 0 0 0 7205038 8784040 380456 2387776 26762 34240 7612256 11206056 348108 739000 0 0 3891597 3762353 0 0 0 3379363 3981894 7619068 8483247 -6812 2722809 26025358 29793038 4861129 6346109 21164229 23446929 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. MEMBERSHIP DUES AND OTHER MEMBER SERVICES. 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. 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. 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 0 1 1 0 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 35 0 1 33 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 JOSEPH R TOVO III 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 AS OF APRIL 2021 0.25 X 0 0 0 DERRICK BROOME 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 JASON HESS BOARD MEMBER UNTIL APRIL 2021 0.25 X 0 0 0 JOANNE F CASEY PRESIDENT/CEO 50.00 X 680292 0 149051 MARY D SASKO VP-INFO. SERVICES 50.00 X 143588 0 61197 HAL POLLARD VP-MEMBER SERVICES 50.00 X 106133 0 41533 PIYUSH KUMAR PANCHAL DIRECTOR OF IT 50.00 X 153261 0 34517 STEVE A KEPPLER SR. VP-MEMBER SERVCS UNTIL MAY 2021 50.00 X 152751 0 28932 JON PALMBAK SR. VP-DIGITAL PRODUCTS & 50.00 X 276725 0 90111 1512750 0 405341 8 0 1 0 BDO USA LLP PO BOX 642743 PITTSBURGH PA 152642743 ACCOUNTING & FINANCIAL SUPPORT 404551 INTERMODAL IT CONSULTING G-38 SHALIN COMPLEX NEAR RAMESH PA VADODARA GUJARET IN SOFTWARE DEVELOPMENT 223990 SMG FOOD & BEVERAGE LLC 300 EAST OCEAN BOULEVARD LONG BEACH CA 90802 FOOD SERVICES 169866 FREEMAN DECORATING CO PO BOX 650036 DALLAS TX 75265 MARKETING 136887 AMERICAN TECHNOLOGY 2751 PROSPERITY AVE FAIRFAX VA 22031 COMP. OPER. SUPPORT 133692 6 INFORMATION SVC FEES 480000 6438692 6438692 SPONSORSHIP/CONFERENCE REVENUE 480000 1353859 1321651 32208 MEMBERSHIP DUES 480000 790136 790136 PUBLICATION INCOME 511190 176140 85468 90672 OTHER PROGRAM REVENUE 480000 25213 25213 8784040 471342 471342 34240 34240 12303570 10387136 1916434 1916434 1916434 11206056 8635947 148093 2422016 X 739000 829343 2320454 131988 308142 172426 108577 457502 157337 981891 12428 315316 567239 293490 71111 551187 358098 74890 DUES AND SUBSCRIPTIONS 17822 STORAGE 6514 MISCELLANEOUS 5151 STAFF TRAINING 3341 8483247 1586341 3502631 768271 576757 1082131 1361946 144887 143101 4173131 3653368 734826 519763 21684631 23664569 24271 24271 26025358 29793038 800175 904492 722774 1073440 3211872 4262725 126308 105452 4861129 6346109 X 21164229 23446929 21164229 23446929 26025358 29793038 2722809 -440109 0 X X 1 X 0 1 0 0 1 0 196392 167826 28566 512902 467259 45643 3463837 3018283 445554 519763 CERTIFICATES OF DEPOSITS 2252050 F GOVERNMENT SECURITIES 2246827 F CORPORATE BONDS 2480397 F COMMON STOCKS 10759127 F ASSET BACKED SECURITIES 2016067 F STRUCTURED PRODUCTS 3910101 F 23664569 DEFERRED RENT 105452 105452 X 10608610 -440109 -440109 11048719 157337 157337 11206056 8325910 0 8325910 157337 157337 8483247 PART X, LINE 2: THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS 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. SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 1 PROGRAM SERVICES SOFTWARE DEVELOPMENT 223990 0 1 0 0 0 1 223990 0 223990 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 UNIVERSITY OF MARYLAND 3112 LEE BUILDING 7809 REGENTS DR COLLEGE PARK MD 207425141 526002033 N/A 215000 0 STUDENT TUITION SUPPORT, CURRICULUM DEV., STUDENT TRAVEL TO INTERMODAL FACILITIES UNIVERSITY OF WISCONSIN 21 N PARK ST STE 6301 MADISON WI 537151218 396006492 N/A 150000 0 STUDENT TUITION SUPPORT, CURRICULUM DEV., STUDENT TRAVEL TO INTERMODAL FACILITIES UNIVERSITY OF DENVER 2199 S UNIVERSITY BLVD DENVER CO 80208 840404231 501(C)(3) 190000 0 STUDENT TUITION SUPPORT, CURRICULUM DEV., STUDENT TRAVEL TO INTERMODAL FACILITIES COLLEGE OF CHARLESTON 66 GEORGE ST CHARLESTON SC 29424 576000265 N/A 90000 0 STUDENT TUITION SUPPORT, CURRICULUM DEV., STUDENT TRAVEL TO INTERMODAL FACILITIES GEORGIA SOUTHERN UNIVERSITY PO BOX 8020 STATESBORO GA 30460 586002059 N/A 94000 0 STUDENT TUITION SUPPORT, CURRICULUM DEV., STUDENT TRAVEL TO INTERMODAL FACILITIES 1 4 PART I, LINE 2: UNIVERSITIES SUBMIT AN ANNUAL STEWARDSHIP REPORT THAT IS REVIEWED BY THE SCHOLARSHIP COMMITTEE. X X X 0 0 0 JOANNE F CASEY PRESIDENT/CEO 551121 0 48490 0 80681 0 95181 0 53870 0 829343 0 0 0 JON PALMBAK SR. VP-DIGITAL PRODUCTS & 254590 0 22135 0 0 0 82963 0 7148 0 366836 0 0 0 MARY D SASKO VP-INFO. SERVICES 123707 0 18851 0 1030 0 59546 0 1651 0 204785 0 0 0 PIYUSH KUMAR PANCHAL DIRECTOR OF IT 150105 0 3000 0 156 0 11862 0 22655 0 187778 0 0 0 STEVE A KEPPLER SR. VP-MEMBER SERVCS UNTIL MAY 2021 132663 0 19922 0 166 0 11409 0 17523 0 181683 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 2018. 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 BUSINESS & PRODUCT DEVELOPMENT 38,600. OTHER CONSULTING 56,452. HUMAN RESOURCES 3,735. MEMBER SERVICES 261,781. PUBLIC AFFAIRS 132,350. EXPO SALES AND MANAGEMENT 161,960. ADVOCACY 41,166. INFO SERVICES 166,600. POLICY AND PROGRAMS 119,247.