2021-05-12T10:15:05-05:00 2020-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2019-07-01 521007647 AMERICAN PUBLIC TRANSPORTATION ASSOCIATION AMER 2024964800 1300 I STREET NW NO 1200 E WASHINGTON DC 20005 PAUL P SKOUTELAS PRESIDENT AND CEO 2024964800 2021-05-12 1 RICHARD J LOCASTRO CPA P00288314 3019519090 2019 2022-09-23 18:48:47Z PAUL P SKOUTELAS 1300 I STREET NW NO 1200 E WASHINGTON DC 20005 25519789 0 X WWW.APTA.COM X 1974 DC SEE PART III, LINE 1. 110 110 100 115 445340 -750 978733 605701 20119850 19752990 782254 744452 382459 178379 22263296 21281522 207000 345064 0 0 11436581 12147054 0 0 0 12158136 12254444 23801717 24746562 -1538421 -3465040 24477163 25226900 18357548 23034348 6119615 2192552 TO SERVE AND REPRESENT ITS MEMBERS IN MAKING PUBLIC TRANSPORTATION AN EFFECTIVE PATH TO ECONOMIC OPPORTUNITY, PERSONAL MOBILITY AND IMPROVING THE QUALITY OF LIFE THROUGH PARTNERSHIPS, COMMUNICATIONS, TECHNOLOGY AND ADVOCACY. 0 0 TRAINING & DEVELOPMENT: HELD ELEVEN SPECIALIZED WORKSHOPS AND TRIANNUAL EXPO, THAT FOCUS ON SPECIFIC AREAS OF INTEREST IN THE TRANSIT INDUSTRY. MAJOR MEETINGS: HELD SIX CONFERENCES FOCUSED ON RELEVANT INDUSTRY ISSUES WHILE PROVIDING INFORMATION AND TRAINING WHICH IS CRUCIAL TO PROFESSIONAL DEVELOPMENT. MEMBER SERVICES: INCLUDES MANAGEMENT OF MEMBER COMMITTEES, INDUSTRY STATISTICS AND FEDERAL LEGISLATIVE AND REGULATORY ADVOCACY. 0 1 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 55 0 1 100 1 1 1 0 0 0 1 1 0 0 0 X 110 110 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X JOHN HENRY 2024964800 1300 I STREET NW NO 1200 E WASHINGTON DC 20005 NURIA I FERNANDEZ CHAIR (BEG 10/12/2019) 5.00 X X 0 0 0 JEFFREY A NELSON VICE CHAIR (BEG 10/12/2019) 5.00 X X 0 0 0 FREDDIE C FULLER II SECRETARY/TREASURER 5.00 5.00 X X 0 0 0 DAVID M STACKROW SR CHAIR TO PAST CHAIR (TRANS 10/19) 5.00 1.00 X X 0 0 0 DORVAL R CARTER JR EXEC. COMMITTEE MBR (BEG 10/12/2019) 1.00 X 0 0 0 FRANCIS BUDDY COLEMAN EXEC. COMMITTEE MBR 1.00 X 0 0 0 MICHAEL GOLDMAN EXEC. COMMITTEE MBR 1.00 X 0 0 0 HUELON A HARRISON EXEC. COMMITTEE MBR 1.00 1.00 X 0 0 0 KEVIN J HOLZENDORF EXEC. COMMITTEE MBR 1.00 X 0 0 0 KAREN H KING EXEC. COMMITTEE MBR 1.00 X 0 0 0 JEANNE KRIEG EXEC. COMMITTEE MBR 1.00 X 0 0 0 THOMAS C LAMBERT EXEC. COMMITTEE MBR 1.00 X 0 0 0 ADELEE MARIE LE GRAND EXEC. COMMITTEE MBR 1.00 X 0 0 0 RICHARD J LEARY EXEC. COMMITTEE MBR (BEG 10/12/2019) 1.00 X 0 0 0 HENRY LI EXEC. COMMITTEE MBR (BEG 10/12/2019) 1.00 X 0 0 0 RAYMOND J MELLEADY EXEC. COMMITTEE MBR (BEG 10/12/2019) 1.00 X 0 0 0 BRAD MILLER EXEC. COMMITTEE MBR 1.00 X 0 0 0 ALLAN POLLOCK EXEC. COMMITTEE MBR 1.00 X 0 0 0 LEANNE P REDDEN EXEC. COMMITTEE MBR 1.00 X 0 0 0 CATHERINE A RINALDI EXEC. COMMITTEE MBR (BEG 02/18/2020) 1.00 X 0 0 0 WILLIAM T THOMSEN EXEC. COMMITTEE MBR 1.00 X 0 0 0 DOUG TISDALE EXEC. COMMITTEE MBR (BEG 02/11/2020) 1.00 X 0 0 0 MATTHEW O TUCKER EXEC. COMMITTEE MBR (BEG 10/29/2019) 1.00 X 0 0 0 THOMAS R WALDRON EXEC. COMMITTEE MBR (BEG 10/12/2019) 1.00 X 0 0 0 MICHELE WONG KRAUSE EXEC. COMMITTEE MBR (BEG 10/12/2019) 1.00 X 0 0 0 DEBRA R AVILA DSGND TRNSIT SYS MBR DIR 1.00 X 0 0 0 PAUL J BALLARD DSGND TRNSIT SYS MBR DIR (BEG 02/20) 1.00 1.00 X 0 0 0 ROBERTA BOOMER DSGND TRNSIT SYS MBR DIR 1.00 X 0 0 0 ALICE N BRAVO DSGND TRNSIT SYS MBR DIR 1.00 X 0 0 0 KEVIN S CORBETT DSGND TRNSIT SYS MBR DIR 1.00 X 0 0 0 CLARELLE DEGRAFFE DSGND TRNSIT SYS MBR DIR (BEG 10/19) 1.00 X 0 0 0 JAMES M DERWINSKI DSGND TRNSIT SYS MBR DIR 1.00 X 0 0 0 KEVIN DESMOND DSGND TRNSIT SYS MBR DIR (BEG 10/19) 1.00 X 0 0 0 PATRICK J FOYE DSGND TRNSIT SYS MBR DIR (BEG 01/20) 1.00 X 0 0 0 ROB GANNON DSGND TRNSIT SYS MBR DIR 1.00 X 0 0 0 JEFFREY GONNEVILLE DSGND TRNSIT SYS MBR DIR 1.00 X 0 0 0 MICHAEL HURSH DSGND TRNSIT SYS MBR DIR (BEG 10/19) 1.00 X 0 0 0 KATHARINE KELLEMAN DSGND TRNSIT SYS MBR DIR 1.00 5.00 X 0 0 0 DOUG KELSEY DSGND TRNSIT SYS MBR DIR 1.00 X 0 0 0 JEFFREY A PARKER DSGND TRNSIT SYS MBR DIR 1.00 X 0 0 0 GEMMA PIEMONTESE DSGND TRNSIT SYS MBR DIR (BEG 10/19) 1.00 X 0 0 0 ROBERT POWERS DSGND TRNSIT SYS MBR DIR 1.00 X 0 0 0 KEVIN B QUINN JR DSGND TRNSIT SYS MBR DIR 1.00 X 0 0 0 LESLIE S RICHARDS DSGND TRNSIT SYS MBR DIR (BEG 03/20) 1.00 X 0 0 0 GARY C THOMAS DSGND TRNSIT SYS MBR DIR 1.00 X 0 0 0 PAUL J WIEDEFELD DSGND TRNSIT SYS MBR DIR 1.00 X 0 0 0 KIMBERLY J WILLIAMS DSGND TRNSIT SYS MBR DIR 1.00 X 0 0 0 RICHARD AMENT DSGND BUSINESS MMBR DIR. (BEG 10/19) 1.00 X 0 0 0 ELISE BOGGS DSGND BUSINESS MMBR DIR. (BEG 10/19) 1.00 X 0 0 0 JULIE DORAZIO DSGND BUSINESS MMBR DIR. (BEG 10/19) 1.00 X 0 0 0 SUSANNAH KERR DSGND BUSINESS MMBR DIR. 1.00 X 0 0 0 JENNIFER MCNEILL DSGND BUSINESS MMBR DIR. (BEG 10/19) 1.00 X 0 0 0 JOE POLICARPIO DSGND BUSINESS MMBR DIR. 1.00 X 0 0 0 ELLIOT G SANDER DSGND BUSINESS MMBR DIR. (BEG 10/19) 1.00 X 0 0 0 ROBIN STIMSON DSGND BUSINESS MMBR DIR. 1.00 X 0 0 0 EMMANUELLE TOUSSAINT DSGND BUSINESS MMBR DIR. (BEG 10/19) 1.00 X 0 0 0 GREGORY R YATES DSGND BUSINESS MMBR DIR. (BEG 10/19) 1.00 X 0 0 0 JOSEPH C AIELLO AT LARGE DIRECTOR 1.00 X 0 0 0 MICHAEL A ALLEGRA AT LARGE DIRECTOR 1.00 X 0 0 0 JOSE R BUSTAMANTE AT LARGE DIRECTOR (BEG 10/12/2019) 1.00 X 0 0 0 RANDY S CLARKE AT LARGE DIRECTOR 1.00 X 0 0 0 NATALIE E CORNELL AT LARGE DIRECTOR (BEG 10/12/2019) 1.00 X 0 0 0 SAMUEL M DESUE JR AT LARGE DIRECTOR 1.00 X 0 0 0 DAWN DISTLER AT LARGE DIRECTOR 1.00 X 0 0 0 SUE DREIER AT LARGE DIRECTOR 1.00 X 0 0 0 KIMBERLY A DUNHAM AT LARGE DIRECTOR (BEG 10/12/2019) 1.00 X 0 0 0 RONALD L EPSTEIN AT LARGE DIRECTOR 1.00 X 0 0 0 INEZ EVANS AT LARGE DIRECTOR (BEG 10/12/2019) 1.00 X 0 0 0 STANLEY G FEINSOD AT LARGE DIRECTOR 1.00 X 0 0 0 CAROLYN FLOWERS AT LARGE DIRECTOR 1.00 1.00 X 0 0 0 RUSS FRANK AT LARGE DIRECTOR 1.00 X 0 0 0 GARY S GIOVANETTI AT LARGE DIRECTOR 1.00 X 0 0 0 JOSEPH J GIULIETTI AT LARGE DIRECTOR (BEG 10/12/2019) 1.00 X 0 0 0 CAROLYN M GONOT AT LARGE DIRECTOR (BEG 12/05/2019) 1.00 X 0 0 0 KIM R GREEN AT LARGE DIRECTOR 1.00 1.00 X 0 0 0 AREZOU C JOLLY AT LARGE DIRECTOR (BEG 10/12/2019) 1.00 X 0 0 0 DOUGLAS LECATO AT LARGE DIRECTOR 1.00 X 0 0 0 JACK MARTINSON AT LARGE DIRECTOR (BEG 10/12/2019) 1.00 X 0 0 0 BACARRA SANDERSON MAULDIN AT LARGE DIRECTOR (BEG 10/12/2019) 1.00 X 0 0 0 MJ MAYNARD AT LARGE DIRECTOR 1.00 X 0 0 0 ANGELA MILLER AT LARGE DIRECTOR 1.00 X 0 0 0 MARIE PARKER AT LARGE DIRECTOR 1.00 X 0 0 0 MICHAEL I SCHNEIDER AT LARGE DIRECTOR 1.00 X 0 0 0 SCOTT SMITH AT LARGE DIRECTOR 1.00 X 0 0 0 WILLIAM TSUEI AT LARGE DIRECTOR 1.00 X 0 0 0 JEFF WALKER AT LARGE DIRECTOR 1.00 X 0 0 0 JANNET M WALKER FORD AT LARGE DIRECTOR (BEG 10/12/2019) 1.00 5.00 X 0 0 0 JOHN O ADLER DSGND COMMITTEE CHAIR DIR. 1.00 X 0 0 0 JAMESON T AUTEN DSGND COMMITTEE CHAIR DIR. 1.00 X 0 0 0 ANDREW D BRENNAN DSGND COMMITTEE CHR DIR (BEG 10/19) 1.00 X 0 0 0 DEE BROOKSHIRE DSGND COMMITTEE CHAIR DIR. 1.00 X 0 0 0 LOUIS J BROWN JR DSGND COMMITTEE CHAIR DIR. 1.00 X 0 0 0 BILL CARPENTER DSGND COMMITTEE CHAIR DIR. 1.00 X 0 0 0 SHAWN M DONAGHY DSGND COMMITTEE CHAIR DIR. 1.00 X 0 0 0 ALBRECHT P ENGEL DSGND COMMITTEE CHAIR DIR. 1.00 X 0 0 0 JANET R GONZALEZ TUDOR DSGND COMMITTEE CHAIR DIR. 1.00 X 0 0 0 SHARON GREENE DSGND COMMITTEE CHAIR DIR. 1.00 X 0 0 0 TODD HORSLEY DSGND COMMITTEE CHAIR DIR. 1.00 X 0 0 0 ANDREW JOHNSON DSGND COMMITTEE CHR DIR (BEG 01/20) 1.00 X 0 0 0 CHRISTIAN T KENT DSGND COMMITTEE CHR DIR (BEG 10/19) 1.00 X 0 0 0 KAREN LANDERS DSGND COMMITTEE CHR DIR (BEG 02/20) 1.00 X 0 0 0 JACKLYN MONTGOMERY DSGND COMMITTEE CHR DIR (BEG 08/19) 1.00 X 0 0 0 RONALD PAVLIK JR DSGND COMMITTEE CHAIR DIR. 1.00 X 0 0 0 JOANNE PETERSON DSGND COMMITTEE CHR DIR (BEG 02/20) 1.00 X 0 0 0 KIMBERLY SLAUGHTER DSGND COMMITTEE CHR DIR (BEG 10/19) 1.00 X 0 0 0 ALLEN CLINTON SMITH III DSGND COMMITTEE CHAIR DIR. 1.00 X 0 0 0 AMY L SNYDER DSGND COMMITTEE CHR DIR (BEG 10/19) 1.00 X 0 0 0 MANJIT KAUR SOOCH DSGND COMMITTEE CHR DIR (BEG 10/19) 1.00 X 0 0 0 PETER VARGA DSGND COMMITTEE CHAIR DIR. 1.00 X 0 0 0 EVE WILLIAMS DSGND COMMITTEE CHAIR DIR. 1.00 X 0 0 0 PAUL SKOUTELAS PRESIDENT AND CEO 32.50 5.00 X 635864 0 36536 MARY CHILDRESS CFO (UNTIL 08/19) 35.00 2.50 X 336556 0 32069 DAVID CAROL COO 37.50 X 296354 0 57934 WARD MCCARRAGHER VICE PRESIDENT - GOVERNMENT AFFAIRS 37.50 X 264531 0 34551 ARTHUR GUZZETTI VICE PRESIDENT POLICY 37.50 X 242645 0 57994 ROSEMARY SHERIDAN V.P. - COMMUNICATIONS/MARKETING 37.50 X 242424 0 47733 PETRA MOLLET V.P. - STRATEGIC/INTERNATIONAL PRGM 37.50 X 215701 0 37375 PAMELA BOSWELL V.P. - WORKFORCE DEVELOPMENT 37.50 X 213486 0 43749 LINDA FORD GENERAL COUNSEL 37.50 X 206809 0 46583 JEFFREY HIOTT V.P. - TECH SVCS & INNOVATION 37.50 X 176921 0 42716 SHELLEY KEE VICE PRESIDENT - HUMAN RESOURCES 37.50 X 172209 0 22972 JOHN HENRY CFO (FROM 1/2020) 35.00 2.50 X 0 0 0 ANASTASIA TIONGSON SR. DIRECTOR - GOVERNMENT AFFAIRS 37.50 X 180980 0 23909 JOHN GONZALEZ SR. DIRECTOR - MARKETING & SALES 37.50 X 160512 0 51124 POLLY HANSON SR. DIR. - TRANSIT SEC. & EMERGENCY MGMT 37.50 X 164290 0 21652 JOSEPH NIEGOSKI SR. DR. EDUCATIONAL SERVICES 37.50 X 181400 0 32814 WILLIAM MARONI SR. STRATEGIST , EXECUTIVE COMM. 37.50 X 166474 0 15250 NARAYANA SUNDARAM SR. DIRECTOR COMMUTER RAIL OPS. 37.50 X 143604 0 44828 LENAY GORE SR. DIR. MEETINGS AND TRADESHOWS 37.50 X 153294 0 29299 KATHLEEN GOLDEN SR. DIR. - PUBS & PASSENGER TRANSPORT 37.50 X 147949 0 28660 4302003 0 707748 32 0 1 0 MARRIOTT PO BOX 402642 ATLANTA GA 30384 CONFERENCE/MEETING HOSTING 1488517 GOLINHARRIS INTERNATIONAL PO BOX 74008247 CHICAGO IL 606748247 ADVERTISING/PUBLIC RELATIONS 919482 INFO & INFRASTRUCTURE TECH INC 13873 PARK CENTER ROAD 200 HERNDON VA 20171 CONSULTING SERVICE 888179 NATIONAL TRADE PRODUCTION 313 SOUTH PATRICK STREET ALEXANDRIA VA 22314 TRADESHOW SERVICES 598951 DDC ADVOCACY 805 15TH ST NW SUITE 300 WASHINGTON DC 20005 ADVERTISING/PUBLIC RELATIONS 294763 20 605701 605701 MEMBERSHIP DUES 900099 9065262 9065262 RESEARCH & ADVOCACY 900099 4457899 4457899 MEETING FEES 900099 4299130 4299130 PROJECT REVENUE 900099 1467496 1467496 ADVERTISING INCOME 541800 445340 445340 17863 17863 19752990 442221 442221 53861 53861 4540498 4238267 302231 302231 302231 HOTEL REBATES 900099 56758 56758 SECONDMENT FEES 900099 35000 35000 MISCELLANEOUS 900099 17760 17760 15000 15000 124518 21281522 19307650 445340 922831 X 345064 3833972 5888297 760709 995606 668470 6583 66712 420000 234665 2947307 487484 489191 385615 1715186 426714 3095149 599933 147993 JOURNAL PRODUCTION COST 954874 DUES AND FEES 178658 PUBLICATIONS & SUBS. 73764 BAD DEBT EXPENSE 20641 3975 24746562 X 4462315 5301680 367698 473737 705936 559969 742145 1392636 6430573 3120797 3909709 3309776 13690150 13816266 599210 372836 24477163 25226900 4276597 3594082 9914499 13912848 1851591 4166452 3675827 18357548 23034348 X 6119615 2192552 6119615 2192552 24477163 25226900 -3465040 -462023 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20000 1 CITIZENS FOR BETTER TRANSIT 109 PICKENS STREET WENATCHEE WA 98801 834708310 10000 0 MOVING TO THE FUTURE PAC 325 W 18TH STREET HOUSTON TX 77008 841993027 10000 0 0 0 1 13523161 1355000 152317 1507317 1352316 155001 PART I-A, LINE 1: DONATION TO ORGANIZATIONS THAT SUPPORT TRANSIT CAUSES 4123149 1594082 2529067 962077 899349 62728 1345347 627366 717981 3309776 DEFERRED RENT 1504827 DUE TO RELATED PARTIES 221435 DEFERRED TENANT IMPROVEMENT ALLOWANCE 1949565 3675827 X 21878051 -462023 1130558 668535 21209516 72006 72006 21281522 25798048 1123492 1123492 24674556 72006 72006 24746562 PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2020 AND 2019, THE ASSOCIATIONS HAVE DOCUMENTED THEIR CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF NORTH AMERICAN TRANSPORTATION STANDARDS 1,130,558. ASSOCIATION INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS AND EXCLUDED FOR 990 REPORTING. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF NORTH AMERICAN TRANSPORTATION STANDARDS 1,123,492. ASSOCIATION INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS AND EXCLUDED FOR 990 REPORTING. NORTH AMERICA 0 0 PROGRAM REVENUE FROM MEMBERSHIP DUES OF $442,083 EAST ASIA AND THE PACIFIC 0 0 PROGRAM REVENUE FROM MEMBERSHIP DUES OF $13,201 EUROPE 0 0 PROGRAM REVENUE FROM MEMBERSHIP DUES OF $95,686 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM REVENUE FROM MEMBERSHIP DUES OF $1,689 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM REVENUE FROM MEMBERSHIP DUES OF $563 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 INFRASTRUCTURE WEEK 1220 L STREET NW SUITE 100-294 WASHINGTON DC 20005 823214908 501(C)(4) 25000 SPONSORSHIP CITIZENS FOR BETTER TRANSIT 109 PICKENS STREET WENATCHEE WA 98801 834708310 SECTION 527 10000 GRASSROOTS ADVOCACY FRIENDS OF TRANSIT PO BOX 36916 PHOENIX AZ 85067 861017492 501(C)(3) 10000 GRASSROOTS ADVOCACY TRANSPORTATION FOR AMERICA 1152 15TH STREET NW SUITE 450 WASHINGTON DC 20005 270038938 501(C)(3) 15000 SPONSORSHIP OKLAHOMA TRANSIT ASSOCIATION 5030 N MAY AVE 233 OKLAHOMA CITY OK 73112 722129006 501(C)(4) 10000 GRASSROOTS ADVOCACY TRANSIT CHOICES 516 NORTH CHARLES STREET SUITE 312 BALTIMORE MD 21201 463220672 501(C)(3) 10000 GRASSROOTS ADVOCACY FOUNDATION FOR REGIONAL TRANSIT 3921 E BAYSHORE PALO ALTO CA 94303 943196927 501(C)(3) 10000 GRASSROOTS ADVOCACY MOTOR CITY FREEDOM RIDERS 5667 N CAMPBELL STREET DETROIT MI 48210 821186919 501(C)(3) 10000 GRASSROOTS ADVOCACY SUSTAIN CHARLOTTE PO BOX 18201 CHARLOTTE NC 28218 010975452 501(C)(3) 5000 GRASSROOTS ADVOCACY TRANSPORTATION CHOICES COALITION 1402 THIRD AVE SUITE 310 SEATTLE WA 98101 943185639 501(C)(3) 10000 GRASSROOTS ADVOCACY NATIONAL ACADEMY OF SCIENCESTRB PO BOX 936803 ATLANTA GA 31193 530196932 501(C)(3) 83540 SPONSORSHIP CONFERENCE OF MINORITY TRANSPORTATION OFFICIALS 100 M STREET SE SUITE 917 WASHINGTON DC 20003 521333719 501(C)(3) 20000 SPONSORSHIP COUNCIL OF UNIVERSITY TRANSPORTATION CENTERS 250 E STREET SW SUITE 900 WASHINGTON DC 20024 621147090 501(C)(3) 5000 SPONSORSHIP INTRODUCING YOUTH TO AMERICAN INFRASTRUCTURE INC 535 PIERCE STREET STE 5408 ALBANY CA 94706 824854602 501(C)(3) 70000 SPONSORSHIP KEEP WASHINGTON ROLLING - NO ON 1976 603 STEWART STREET SUITE 819 SEATTLE WA 98101 202927862 OTHER 10000 CONTRIBUTION KEEP HILLSBOROUGH MOVING INC 610 SOUTH BOULEVARD TAMPA FL 33606 830867146 501(C)(4) 10000 CONTRIBUTION MOVING TO THE FUTURE PAC 325 W 18TH STREET HOUSTON TX 77008 841993027 SECTION 527 10000 CONTRIBUTION AMERICAN PUBLIC TRANSPORTATION FOUNDATION 1300 I STREET NW SUITE 1200 EAST WASHINGTON DC 20005 521616062 501(C)(3) 10000 ANNUAL CONTRIBUTION 12 6 PART I, LINE 2: APTA REQUIRES WRITTEN REPORTS TO VERIFY THAT PROJECTS ARE COMPLETED AS SPECIFIED BY GRANT. APTA REQUIRES THE ORGANIZATION TO SUBMIT 2 PROGRESS REPORTS, THE FIRST 6 MONTHS AFTER START OF PROJECT AND THE SECOND AT THE END. X X 1 1 X X 1 0 0 PAUL SKOUTELAS PRESIDENT AND CEO 473413 0 66055 0 96396 0 33600 0 2936 0 672400 0 0 0 MARY CHILDRESS CFO (UNTIL 08/19) 157228 0 0 0 179328 0 20909 0 11160 0 368625 0 0 0 DAVID CAROL COO 296354 0 0 0 0 0 33600 0 24334 0 354288 0 0 0 WARD MCCARRAGHER VICE PRESIDENT - GOVERNMENT AFFAIRS 264531 0 0 0 0 0 31808 0 2743 0 299082 0 0 0 ARTHUR GUZZETTI VICE PRESIDENT POLICY 242645 0 0 0 0 0 36545 0 21449 0 300639 0 0 0 ROSEMARY SHERIDAN V.P. - COMMUNICATIONS/MARKETING 242424 0 0 0 0 0 36024 0 11709 0 290157 0 0 0 PETRA MOLLET V.P. - STRATEGIC/INTERNATIONAL PRGM 215701 0 0 0 0 0 25902 0 11473 0 253076 0 0 0 PAMELA BOSWELL V.P. - WORKFORCE DEVELOPMENT 213486 0 0 0 0 0 32275 0 11474 0 257235 0 0 0 LINDA FORD GENERAL COUNSEL 206809 0 0 0 0 0 25203 0 21380 0 253392 0 0 0 JEFFREY HIOTT V.P. - TECH SVCS & INNOVATION 176921 0 0 0 0 0 21665 0 21051 0 219637 0 0 0 SHELLEY KEE VICE PRESIDENT - HUMAN RESOURCES 172209 0 0 0 0 0 20752 0 2220 0 195181 0 0 0 ANASTASIA TIONGSON SR. DIRECTOR - GOVERNMENT AFFAIRS 180980 0 0 0 0 0 21618 0 2291 0 204889 0 0 0 JOHN GONZALEZ SR. DIRECTOR - MARKETING & SALES 160512 0 0 0 0 0 24877 0 26247 0 211636 0 0 0 POLLY HANSON SR. DIR. - TRANSIT SEC. & EMERGENCY 164290 0 0 0 0 0 19441 0 2211 0 185942 0 0 0 JOSEPH NIEGOSKI SR. DR. EDUCATIONAL SERVICES 181400 0 0 0 0 0 21662 0 11152 0 214214 0 0 0 WILLIAM MARONI SR. STRATEGIST , EXECUTIVE COMM. 166474 0 0 0 0 0 13144 0 2106 0 181724 0 0 0 NARAYANA SUNDARAM SR. DIRECTOR COMMUTER RAIL OPS. 143604 0 0 0 0 0 18698 0 26130 0 188432 0 0 0 LENAY GORE SR. DIR. MEETINGS AND TRADESHOWS 153294 0 0 0 0 0 18434 0 10865 0 182593 0 0 0 KATHLEEN GOLDEN SR. DIR. - PUBS & PASSENGER TRANSPOR 147949 0 0 0 0 0 17870 0 10790 0 176609 0 0 0 PART I, LINE 1A THE CEO CONTRACT FOR PAUL SKOUTELAS INCLUDES A ONE YEAR HOUSING ALLOWANCE WITH THE AMOUNT GROSSED UP FOR TAX PURPOSES. PART I, LINE 4A MARY CHILDRESS LEFT THE ORGANIZATION IN AUGUST OF 2019 AND RECIEVED $179,328 IN SEVERANCE PAY. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE ASSOCIATION IS DIVIDED INTO SIX CATEGORIES: (A) TRANSIT SYSTEM MEMBERS ARE PERSONS, FIRMS, CORPORATIONS, TRUSTEES, RECEIVERS, MUNICIPAL AGENCIES OR OTHER GOVERNMENTAL AGENCIES OPERATING ANY FORM OF ORGANIZED PUBLIC TRANSIT SYSTEM IN THE UNITED STATES, PUERTO RICO, CANADA, OR MEXICO (B) A NEW TRANSIT ENTERPRISE ORGANIZED TO OPERATE A TRANSIT SYSTEM NOT PREVIOUSLY IN EXISTENCE WITHIN SUCH BOUNDARIES, OR (C) TRANSIT MANAGEMENT COMPANIES - ANY PERSON, FIRM OR CORPORATION THAT PROVIDES PROFESSIONAL MANAGEMENT SERVICES TO SUCH TRANSIT SYSTEMS (D) BUSINESS MEMBERS CONSIST OF MANUFACTURERS AND SUPPLIER MEMBERS, CONSULTANT MEMBERS, AND CONTRACTOR MEMBERS. ADDITIONAL CATEGORIES OF MEMBERSHIP INCLUDE (E) NON-OPERATING STATE DEPARTMENT OF TRANSPORTATION MEMBERS, GOVERNMENT AGENCY MEMBERS AND METROPOLITAN PLANNING ORGANIZATIONS (F) AFFILIATES CONSIST OF ASSOCIATED RAILROADS, PUBLIC INTEREST GROUPS, LEGISLATIVE REPRESENTATIVES, PUBLISHERS, UNIVERSITIES, AND OTHER ORGANIZATIONS WITH AN INTEREST IN PUBLIC TRANSIT AND (G) RETIREES. FORM 990, PART VI, SECTION A, LINE 7A TWENTY DIRECTORS ARE DESIGNATED TRANSIT SYSTEM DIRECTORS. THESE ARE THE TWENTY HIGHEST DUES-PAYING TRANSIT SYSTEM MEMBERS OF THE ASSOCIATION. TEN DIRECTORS ARE DESIGNATED BUSINESS MEMBER DIRECTORS. THESE ARE THE TEN HIGHEST DUES-PAYING BUSINESS MEMBERS OF THE ASSOCIATION. THERE ARE TWENTY SEVEN DESIGNATED COMMITTEE CHAIRS. THE REMAINING DIRECTORS ARE ELECTED BY THE MEMBERS AT AN ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B ALL MEMBER CLASSES VOTE ON THE ANNUAL ELECTION OF THE BOARD OF DIRECTORS AND ON ANY CHANGES TO THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE AUDIT COMMITTEE. A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD, BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD OF DIRECTORS MEMBERS ARE NOTIFIED ANNUALLY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. IN ADDITION, ALL MEMBERS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST POLICY. IF AN INDIVIDUAL BECOMES AWARE OF AN ACTUAL OR POTENTIAL CONFLICT, EITHER BEFORE OR AFTER THE FACT, THEY ARE REQUIRED TO IMMEDIATELY MAKE FULL DISCLOSURE OF THE MATTER. IN THE CASE OF AN OFFICER, DIRECTOR, OR COMMITTEE OFFICER, SUCH DISCLOSURE IS MADE TO THE ORGANIZATION'S EXECUTIVE COMMITTEE. WHENEVER, IN THE OPINION OF THE EXECUTIVE COMMITTEE, THE INTEREST DISCLOSED CONSTITUTES A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST DETRIMENTAL TO THE AMERICAN PUBLIC TRANSPORTATION ASSOCIATION (APTA), THE EXECUTIVE COMMITTEE REQUIRES SUCH ACTION OR ABSTENTION BY THE INDIVIDUAL AS THE EXECUTIVE COMMITEE DETERMINES IS NECESSARY OR DESIRABLE TO PROTECT THE INTERESTS OF THE ORGANIZATION. IN THE CASE OF AN AMERICAN PUBLIC TRANSPORTATION ASSOCIATION EMPLOYEE, SUCH DISCLOSURE IS MADE TO THE APTA PRESIDENT. WHENEVER, IN THE OPINION OF THE APTA PRESIDENT, THE INTEREST DISCLOSED CONSTITUTES A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST IS DETRIMENTAL TO APTA, THE APTA PRESIDENT REQUIRES SUCH ACTION OR ABSTENTION BY THE EMPLOYEE AS THE APTA PRESIDENT DETERMINES IS NECESSARY OR DESIRABLE TO PROTECT THE INTERESTS OF APTA. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S SALARY IS DETERMINED BY A COMPENSATION COMMITTEE THAT REPORTS TO THE EXECUTIVE COMMITTEE AND THE EXECUTIVE COMMITTEE APPROVES THE FINAL RECOMMENDATION. THE CEO PRESENTS HIS PERFORMANCE FOR THE PRIOR YEAR BASED ON AGREED UPON BENCHMARKS AND THE CEO EVALUATION SUBCOMMITTEE EVALUATES THE ACHIEVEMENTS OF THE CEO AND MAY MAKE COMPENSATION ADJUSTMENT. THE REVIEW PROCESS IS DOCUMENTATED. THE LAST REVIEW TOOK PLACE SEPTEMBER, 2019. ALL OTHER ASSOCIATION POSITIONS ARE COMPENSATED BASED ON ANNUAL PERFORMANCE REVIEWS WITH SALARY RANGES ESTABLISHED BY POSITION RESPONSIBILITIES AND NON-PROFIT SURVEYS AS DETERMINED BY THE ASSOCIATION'S COMPENSATION CONSULTANT. ALL OTHER ASSOCIATION POSITIONS ARE APPROVED BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G RESEARCH 499,425. PUBLIC RELATIONS 952,128. GRASSROOTS ADVOCACY 333,046. OTHER PROFESSIONAL FEES 1,162,708. FORM 990, PART X, LINE 24: ON MAY 3, 2020, APTA RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $1,851,591 UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTE CALLS FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE WITH A DEFERRAL OF PAYMENTS FOR THE FIRST SIX MONTHS. UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), THE PROMISSORY NOTE MAY BE FORGIVEN BY THE SMALL BUSINESS ADMINISTRATION IN WHOLE OR IN PART. APTA INTENDS TO USE THE PROCEEDS FOR PURPOSES CONSISTENT WITH THE PAYCHECK PROTECTION PROGRAM AND BELIEVES THAT ITS USE OF THE LOAN PROCEEDS WILL MEET THE CONDITIONS FOR FORGIVENESS OF THE LOAN. APTA INTENDS TO APPLY FOR FORGIVENESS AFTER COMPLETING THE 8 WEEK PERIOD. AMERICAN PUBLIC TRANSPORTATION FOUNDATION 1300 I STREET NW SUITE 1200 EAST WASHINGTON DC 20005 521616062 SCHOLARSHIP PROGRAM DC 501(C)(3) LINE 12A, I AMERICAN PUBLIC TRANSPORTATION ASSOCIATION 1 PUBLIC TRANSIT PARTNERSHIP FOR TOMORROW FOUNDATION 1300 I STREET NW SUITE 1200 EAST WASHINGTON DC 20005 522337960 RESEARCH/COMMUNICATION/ADVOCACY DC 501(C)(3) LINE 12A, I AMERICAN PUBLIC TRANSPORTATION ASSOCIATION 1 NORTH AMERICAN TRANSPORTATION SERVICES ASSOCIATION 1300 I STREET NW SUITE 1200 EAST WASHINGTON DC 20005 452731524 STANDARDS/PEER REVIEWS/SAFETY AUDITS DC 501(C)(6) AMERICAN PUBLIC TRANSPORTATION ASSOCIATION 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 AMERICAN PUBLIC TRANSPORTATION FOUNDATION B 10000 ACTUAL AMOUNT NORTH AMERICAN TRANSIT SERVICES ASSOCIATION N 296263 PERCENTAGE OF OVERHEAD AMERICAN PUBLIC TRANSPORTATION FOUNDATION O 97598 LABOR COST NORTH AMERICAN TRANSIT SERVICES ASSOCIATION O 454216 LABOR COST