INTERMODAL ASSOCIATION OF NORTH AMERICA INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: INTERMODAL ASSOCIATION OF NORTH AMERICA INC (EIN 52-1753485)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-10-28
IRS object ID: 202003029349301450
Schema version: 2019v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule C
Schedule D
Schedule F
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-10-28T10:12:32-05:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	521853933	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	JONES MARESCA & MCQUADE PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	10500 LITTLE PATUXENT PARKWAY SUITE	AddressLine1Txt
Address Line2	770	AddressLine2Txt
City	COLUMBIA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21044	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	521753485	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	INTERMODAL ASSOCIATION OF NORTH AMERICA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	INTE	BusinessNameControlTxt
Phone	3019823400	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11785 BELTSVILLE DRIVE NO 1100	AddressLine1Txt
City	CALVERTON	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20705	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOANNE F CASEY	PersonNm
Person Title	PRESIDENT/CEO	PersonTitleTxt
Phone	3019823400	PhoneNum
Signature	2020-10-27	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVID JONES	PreparerPersonNm
PTIN	P01361002	PTIN
Phone	4108840220	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	64.88.174.3	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-10-27	IPDt
IP Tm	14:54:05	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	25472CDEC520E8445491B9581FEBCD7C9E65366B	AtSubmissionCreationDeviceId
At Submission Filing Device Id	8ACB69A3B5645F8543B25487A9D884FE7478624C	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-04-22 16:20:28Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JOANNE F CASEY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11785 BELTSVILLE DRIVE NO 1100	AddressLine1Txt
City	CALVERTON	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20705	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$19,115,792	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.INTERMODAL.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1991	FormationYr
Legal Domicile State	DE	LegalDomicileStateCd
Activity Or Mission	TO PROMOTE THE INTERMODAL TRANSPORTATION INDUSTRY.	ActivityOrMissionDesc
Voting Members Governing Body	13	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	32	TotalEmployeeCnt
Total Volunteers	13	TotalVolunteersCnt
Total Gross UBI	$188,023	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$8,705,020	PYProgramServiceRevenueAmt
CY Program Service Revenue	$8,820,503	CYProgramServiceRevenueAmt
PY Investment Income	$627,987	PYInvestmentIncomeAmt
CY Investment Income	$801,455	CYInvestmentIncomeAmt
PY Other Revenue	$27,722	PYOtherRevenueAmt
CY Other Revenue	$35,922	CYOtherRevenueAmt
PY Total Revenue	$9,360,729	PYTotalRevenueAmt
CY Total Revenue	$9,657,880	CYTotalRevenueAmt
PY Grants And Similar Paid	$748,000	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$246,999	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$3,395,821	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$3,612,781	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$4,316,474	PYOtherExpensesAmt
CY Other Expenses	$4,633,869	CYOtherExpensesAmt
PY Total Expenses	$8,460,295	PYTotalExpensesAmt
CY Total Expenses	$8,493,649	CYTotalExpensesAmt
PY Revenues Less Expenses	$900,434	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,164,231	CYRevenuesLessExpensesAmt
Total Assets BOY	$21,612,447	TotalAssetsBOYAmt
Total Assets EOY	$24,940,083	TotalAssetsEOYAmt
Total Liabilities BOY	$5,231,769	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$5,203,531	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$16,380,678	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$19,736,552	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PROMOTE THE INTERMODAL TRANSPORTATION INDUSTRY.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	INFORMATION SERVICES FACILITATE THE INTERCHANGE OF EQUIPMENT AMONG CARRIERS OF DIFFERENT MODES OF TRANSPORTATION; INDUSTRY COMPLIANCE WITH STATE AND FEDERAL REGULATIONS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Desc	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.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Desc	MEMBERSHIP DUES AND OTHER MEMBER SERVICES.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

DescDesc
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 - 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.

DescDesc

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 - 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.

Field	Value	IRS element (for citing)
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	Yes (1)	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	46	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	32	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	13	GoverningBodyVotingMembersCnt
Independent Voting Member	13	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOANNE CASEY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3019823400	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11785 BELTSVILLE DR SUITE 1100	AddressLine1Txt
City	CALVERTON	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20705	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
KEVIN LHOTAK
CHAIRMAN	0.75	Yes (X)	Yes (X)	$0	$0	$0
JON POELMA
VICE-CHAIRMAN	0.75	Yes (X)	Yes (X)	$0	$0	$0
DERRICK H BROOME
TREASURER	0.75	Yes (X)	Yes (X)	$0	$0	$0
ADRIENE BAILEY
BOARD MEMBER	0.25	Yes (X)		$0	$0	$0
NOEL HACEGABA
BOARD MEMBER	0.25	Yes (X)		$0	$0	$0
JOSEPH R TOVO III
BOARD MEMBER	0.25	Yes (X)		$0	$0	$0
SHELLI AUSTIN
BOARD MEMBER	0.25	Yes (X)		$0	$0	$0
DOUGLAS HOEHN
BOARD MEMBER	0.25	Yes (X)		$0	$0	$0
JAMES NEWSOME III
BOARD MEMBER	0.25	Yes (X)		$0	$0	$0
THOMAS WILLIAMS
BOARD MEMBER	0.25	Yes (X)		$0	$0	$0
ROBERT A CURRY JR
BOARD MEMBER	0.25	Yes (X)		$0	$0	$0
MARYCLARE KENNEY
BOARD MEMBER	0.25	Yes (X)		$0	$0	$0
JASON HESS
BOARD MEMBER	0.25	Yes (X)		$0	$0	$0
JOANNE F CASEY
PRESIDENT/CEO	50.00		Yes (X)	$692,359	$0	$119,431
MARY D SASKO
ASST. VP-INTERMODAL INFO.	50.00			$156,132	$0	$46,041	Yes (X)
JAMES MORROW
ASST. VP-MEMBERSHIP	50.00			$135,573	$0	$73,994	Yes (X)
PIYUSH KUMAR PANCHAL
DIRECTOR OF IT	50.00			$150,017	$0	$33,852	Yes (X)
STEVE A KEPPLER
SR. VP-MEMBER SERVICES	50.00			$293,731	$0	$85,662	Yes (X)
JON PALMBAK
SR. VP-DIGITAL PRODUCTS & TECHNOLOGY	50.00			$121,717	$0	$20,138	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,549,529	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$379,118	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	8	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt	CityContractorAddress/ForeignAddress/CityNm	CountryContractorAddress/ForeignAddress/CountryCd
BDO SEIDMAN LLP
PO BOX 642743	PITTSBURGH	PA	152642743	ACCOUNTING & FINANCIAL SUPPORT	$366,213
INTERMODAL IT CONSULTING
				SOFTWARE DEVELOPMENT	$274,800	G-38 SHALIN COMPLEX NEAR RAMESH PA	VADODARA GUJARET	IN
RINCK ADVERTISING INC
113 LIBSON STREET	LEWISTON	ME	04240	EVENTS ORGANIZATION	$205,365
BENESCH FRIEDLANDER
41 SOUTH HIGH ST SUITE 2600	COLUMBUS	OH	43215	LEGAL	$192,287
SMG FOOD & BEVERAGE
300 E OCEAN BLVD	LONG BEACH	CA	90802	FOOD SVCS FOR EVENTS	$185,329

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	8	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
INFORMATION SVC FEES	480000	$5,751,200	$5,751,200
CONFERENCES	480000	$1,994,365	$1,938,724	$55,641
MEMBERSHIP DUES	480000	$855,607	$855,607
PUBLICATION INCOME	511190	$123,345	$2,500	$120,845
OTHER SERVICES INCOME	480000	$95,986	$84,449	$11,537

Field	Value	IRS element (for citing)
Total Program Service Revenue	$8,820,503	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$351,693	TotalRevenueColumnAmt
Exclusion	$351,693	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$33,674	TotalRevenueColumnAmt
Exclusion	$33,674	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$9,907,674	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$9,457,912	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$449,762	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$449,762	TotalRevenueColumnAmt
Exclusion	$449,762	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER	Desc
Business	480000	BusinessCd
Total Revenue Column	$2,248	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,248	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$2,248	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,657,880	TotalRevenueColumnAmt
Related Or Exempt Func Income	$8,634,728	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$188,023	UnrelatedBusinessRevenueAmt
Exclusion	$835,129	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$246,999	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$805,790	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,018,857	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$195,179	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$425,718	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$167,237	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$192,871	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$416,471	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$124,586	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,276,709	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$27,567	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$160,026	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$333,416	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$295,988	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$154,861	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$720,698	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$329,135	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$63,293	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
SOFTWARE DEVELOPMENT IM	$202,841
BANK FEES	$152,040
PRINTING & PRODUCTION	$108,846
MISCELLANEOUS	$74,521

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,493,649	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$756,245	BOYAmt
EOY	$2,313,495	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,335,303	BOYAmt
EOY	$446,684	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,064,980	BOYAmt
EOY	$1,008,571	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$124,688	BOYAmt
EOY	$194,146	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$3,883,511	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,956,317	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,288,362	BOYAmt
EOY	$927,194	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$17,018,598	BOYAmt
EOY	$20,025,722	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$24,271	BOYAmt
EOY	$24,271	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$21,612,447	BOYAmt
EOY	$24,940,083	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$822,233	BOYAmt
EOY	$776,732	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$910,333	BOYAmt
EOY	$783,999	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$3,293,365	BOYAmt
EOY	$3,473,409	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$205,838	BOYAmt
EOY	$169,391	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$5,231,769	BOYAmt
EOY	$5,203,531	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$16,380,678	BOYAmt
EOY	$19,736,552	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$16,380,678	BOYAmt
EOY	$19,736,552	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$21,612,447	BOYAmt
EOY	$24,940,083	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$1,164,231	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$2,191,643	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	Yes (1)	AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
FS Audited	0	FSAuditedInd
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Substantially All Dues Nonded	0	SubstantiallyAllDuesNondedInd
Only In House Lobbying	Yes (1)	OnlyInHouseLobbyingInd
Agree Carryover Prior Year	0	AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$196,392	OtherCostOrOtherBasisAmt
Depreciation	$108,071	DepreciationAmt
Book Value	$88,321	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$578,237	OtherCostOrOtherBasisAmt
Depreciation	$444,793	DepreciationAmt
Book Value	$133,444	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,108,882	OtherCostOrOtherBasisAmt
Depreciation	$2,403,453	DepreciationAmt
Book Value	$705,429	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$927,194	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
CERTIFICATES OF DEPOSITS	$3,008,141	F
GOVERNMENT SECURITIES	$2,648,521	F
CORPORATE BONDS	$1,786,337	F
COMMON STOCKS	$7,213,329	F
ASSET BACKED SECURITIES	$2,292,293	F
STRUCTURED PRODUCTS	$3,077,101	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$20,025,722	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DEFERRED RENT	Desc
Amt	$169,391	Amt

Field	Value	IRS element (for citing)
Total Liability	$169,391	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,	RegionTxt
Offices	0	OfficesCnt
Employee	1	EmployeeCnt
Type Of Activities Conducted	SOFTWARE DEVELOPMENT SOFTWARE DEVELOPMENT AND	TypeOfActivitiesConductedTxt
Region Total Expenditures	$274,800	RegionTotalExpendituresAmt

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	1	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$274,800	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$274,800	TotalSpentAmt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART III ACCOUNTING METHOD:	FormAndLineReferenceDesc

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
UNIV OF NORTH FLORIDA FOUNDATION
1 UNF DRIVE	JACKSONSILLE	FL	32224	237167701	501 (C) 3	$186,999	STUDENT TUITION SUPPORT, CURRICULUM DEV., STUDENT TRAVEL TO INTERMODAL FACILITIES
ST UNIV OF NEW YORK MARITIME COLLEGE
6 PENNYFIELD AVE	BRONX	NY	10465	146013200	501 (C) 3	$60,000	STUDENT TUITION SUPPORT, CURRICULUM DEV., STUDENT TRAVEL TO INTERMODAL FACILITIESSTUDENT TUITION SUPPORT, CURRICULUM DEVELOPMENT, STUDENT TRAVEL TO INTERMODAL FACILITIES

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	UNIVERSITIES SUBMIT AN ANNUAL STEWARDSHIP REPORT THAT IS REVIEWED BY THE SCHOLARSHIP COMMITTEE.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOANNE F CASEY
PRESIDENT/CEO	$550,468	$0	$55,210	$0	$86,681	$0	$48,820	$0	$70,611	$0	$811,790	$0	$0	$0
MARY D SASKO
ASST. VP-INTERMODAL INFO.	$101,389	$0	$36,126	$0	$18,617	$0	$32,292	$0	$13,749	$0	$202,173	$0	$0	$0
JAMES MORROW
ASST. VP-MEMBERSHIP	$82,216	$0	$36,126	$0	$17,231	$0	$32,292	$0	$41,702	$0	$209,567	$0	$0	$0
PIYUSH KUMAR PANCHAL
DIRECTOR OF IT	$128,384	$0	$2,993	$0	$18,640	$0	$0	$0	$33,852	$0	$183,869	$0	$0	$0
STEVE A KEPPLER
SR. VP-MEMBER SERVICES	$232,604	$0	$45,168	$0	$15,959	$0	$35,249	$0	$50,413	$0	$379,393	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.
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 CONSULTING 82,500. CONSULTING-COMPUTER OPERATIONAL SUPPORT 153,600. CONSULTING-EXHIBIT SALES & MANAGEMENT 118,109. OTHER CONSULTING 51,500. CONSULTING-COMPUTER SOFTWARE/TECHNICAL 135,700. EXPO CONSULTING 183,261. HR CONSULTING 191,305. CONSULTING-MEMBER SERVICES 109,444. SOFTWARE DEVELOPMENT CONSULTING 111,990. COMMUNICATIONS/PUBLIC AFFAIRS 139,300.