2020-07-07T07:32:49-05:00 2019-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2018-07-01 521007647 AMERICAN PUBLIC TRANSPORTATION ASSOCIATION AMER 2024964800 1300 I STREET NW NO 1200 E WASHINGTON DC 20005 PAUL P SKOUTELAS PRESIDENT AND CEO 2024964800 2020-07-07 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2020-07-07 08:32:40 ED P 8A04992F9AA5330EDB38CCF362EE047B41C21F8B 7D98D07FA2D89BB842A260B78B6C37DE5C6222CA 2018 2020-09-22 18:59:49Z PAUL P SKOUTELAS 1300 I STREET NW NO 1200 E WASHINGTON DC 20005 34558915 0 X WWW.APTA.COM X 1974 DC SEE PART III, LINE 1. 112 112 94 114 638666 -750 907037 978733 29276813 20119850 579132 782254 264678 382459 31027660 22263296 316858 207000 0 0 11707425 11436581 0 0 0 14850389 12158136 26874672 23801717 4152988 -1538421 26637813 24477163 15492778 18357548 11145035 6119615 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 0 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 49 0 1 94 1 1 1 0 0 0 1 1 0 0 0 X 112 112 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 0 0 0 X JOHN HENRY 2024964800 1300 I STREET NW NO 1200 E WASHINGTON DC 20005 DAVID M STACKROW SR CHAIR, APTA (BEG 9/18) 5.00 1.00 X X 0 0 0 NURIA I FERNANDEZ VICE CHAIR, APTA (BEG 9/18) 5.00 X X 0 0 0 FREDDIE C FULLER BD MBR TO SEC/TREAS APTA (TRAN 9/18) 5.00 5.00 X X 0 0 0 KIM R GREEN SEC/TREAS TO BD MBR (TRANS 9/18) 1.00 1.00 X X 0 0 0 NATHANIEL P FORD SR IMMED PAST CHAIR, APTA (BEG 9/18) 5.00 1.00 X X 0 0 0 DOUG ALLEN EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 DORVAL R CARTER JR EXECUTIVE COMMITTEE MEMBER 1.00 5.00 X 0 0 0 FRANCIS BUDDY COLEMAN EXEC. COMMITTEE MEMBER (BEG 9/18) 1.00 X 0 0 0 DAVID A GENOVA EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 MICHAEL GOLDMAN EXEC. COMMITTEE MEMBER (BEG 5/18) 1.00 X 0 0 0 HUELON A HARRISON EXEC. COMMITTEE MEMBER (BEG 9/18) 1.00 1.00 X 0 0 0 CAROL HERRERA EXEC. COMMITTEE MEMBER (BEG 9/18) 1.00 X 0 0 0 KEVIN J HOLZENDORF EXEC. COMMITTEE MEMBER (BEG 9/18) 1.00 X 0 0 0 KAREN H KING EXEC. COMMITTEE MEMBER (BEG 9/18) 1.00 X 0 0 0 JEANNE KRIEG EXEC. COMMITTEE MEMBER (BEG 9/18) 1.00 1.00 X 0 0 0 THOMAS C LAMBERT EXEC. COMMITTEE MEMBER (BEG 9/18) 1.00 X 0 0 0 ADELEE MARIE LE GRAND EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 RICHARD J LEARY EXEC. COMMITTEE MEMBER (BEG 6/19) 1.00 X 0 0 0 JACK MARTINSON EXECUTIVE COMMITTEE MEMBER 1.00 1.00 X 0 0 0 DIANA C MENDES EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 BRAD MILLER EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 ALLAN POLLOCK EXEC. COMMITTEE MEMBER (BEG 9/18) 1.00 1.00 X 0 0 0 LEANNE P REDDEN EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 WILLIAM T THOMSEN EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 JEFFREY WHARTON EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 MICHELE WONG KRAUSE EXEC. COMMITTEE MEMBER (BEG 5/19) 1.00 X 0 0 0 DEBRA R AVILA DSGND TRANSIT SYS. MBR DIR (BEG 1/19) 1.00 X 0 0 0 ROBERTA BOOMER DESIGNATED TRANSIT SYS. MBR DIRECTOR 1.00 X 0 0 0 ALICE N BRAVO DESIGNATED TRANSIT SYS. MBR DIRECTOR 1.00 X 0 0 0 KEVIN S CORBETT DESIGNATED TRANSIT SYS. MBR DIRECTOR 1.00 X 0 0 0 JAMES M DERWINSKI DESIGNATED TRANSIT SYS. MBR DIRECTOR 1.00 X 0 0 0 ROB GANNON DESIGNATED TRANSIT SYS. MBR DIRECTOR 1.00 X 0 0 0 JEFFREY GONNEVILLE DESIGNATED TRANSIT SYS. MBR DIRECTOR 1.00 X 0 0 0 KATHARINE EAGAN KELLEMAN DESIGNATED TRANSIT SYS. MBR DIRECTOR 1.00 X 0 0 0 DOUG KELSEY DESIGNATED TRANSIT SYS. MBR DIRECTOR 1.00 X 0 0 0 JEFFREY D KNUEPPEL DESIGNATED TRANSIT SYS. MBR DIRECTOR 1.00 X 0 0 0 WES KOOISTRA DSGND TRANSIT SYS. MBR DIR (BEG 5/19) 1.00 X 0 0 0 RICHARD J LEARY DESIGNATED TRANSIT SYS. MBR DIRECTOR 1.00 X 0 0 0 JEFFREY A PARKER DESIGNATED TRANSIT SYS. MBR DIRECTOR 1.00 X 0 0 0 ROBERT POWERS DSGND TRANSIT SYS. MBR DIR (BEG 1/19) 1.00 X 0 0 0 KEVIN B QUINN JR DESIGNATED TRANSIT SYS. MBR DIRECTOR 1.00 X 0 0 0 GARY C THOMAS DESIGNATED TRANSIT SYS. MBR DIRECTOR 1.00 X 0 0 0 DOUG TISDALE DSGND TRANSIT SYS. MBR DIR (BEG 2/19) 1.00 X 0 0 0 LUC TREMBLAY DESIGNATED TRANSIT SYS. MBR DIRECTOR 1.00 X 0 0 0 PAUL J WIEDEFELD DESIGNATED TRANSIT SYS. MBR DIRECTOR 1.00 X 0 0 0 KIMBERLY J WILLIAMS DSGND TRANSIT SYS MBR DIR (BEG 11/18) 1.00 X 0 0 0 NATALIE E CORNELL DSGND BUS. MBR DIRECTOR (BEG 9/18) 1.00 X 0 0 0 LAURA DUDUKOVICH DSGND BUS. MBR DIRECTOR (BEG 9/18) 1.00 X 0 0 0 JOHN C FINK III DESIGNATED BUS. MBR DIRECTOR 1.00 X 0 0 0 SUSANNAH KERR DESIGNATED BUS. MBR DIRECTOR 1.00 X 0 0 0 JOE POLICARPIO DSGND BUS. MBR DIRECTOR (BEG 9/18) 1.00 X 0 0 0 ROBIN STIMSON DSGND BUS. MBR DIRECTOR (BEG 9/18) 1.00 X 0 0 0 SHUNSUKE TAKAYA DSGND BUS. MBR DIRECTOR (BEG 3/19) 1.00 X 0 0 0 NEIL TAMPPARI DESIGNATED BUS. MBR DIRECTOR 1.00 X 0 0 0 THOMAS JOSEPH TOPOLSKI DSGND BUS. MBR DIRECTOR (BEG 9/18) 1.00 X 0 0 0 THOMAS R WALDRON DSGND BUS. MBR DIRECTOR (BEG 9/18) 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 ANNA M BARRY AT LARGE DIRECTOR (BEG 9/18) 1.00 X 0 0 0 CHRISTOPHER P BOYLAN AT LARGE DIRECTOR 1.00 X 0 0 0 JOSEPH CALABRESE AT LARGE DIRECTOR 1.00 X 0 0 0 RANDY S CLARKE AT LARGE DIRECTOR (BEG 6/19) 1.00 X 0 0 0 MARLENE B CONNOR AT LARGE DIRECTOR 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 JULIE DORAZIO AT LARGE DIRECTOR (BEG 9/18) 1.00 X 0 0 0 SUE DREIER AT LARGE DIRECTOR 1.00 X 0 0 0 RONALD L EPSTEIN AT LARGE DIRECTOR (BEG 9/18) 1.00 X 0 0 0 STANLEY G FEINSOD AT LARGE DIRECTOR 1.00 X 0 0 0 CAROLYN FLOWERS AT LARGE DIRECTOR (BEG 9/18) 1.00 1.00 X 0 0 0 RUSS FRANK AT LARGE DIRECTOR (BEG 9/18) 1.00 X 0 0 0 GARY S GIOVANETTI AT LARGE DIRECTOR (BEG 9/18) 1.00 X 0 0 0 VERONIQUE HAKIM AT LARGE DIRECTOR (BEG 3/19) 1.00 X 0 0 0 PAUL C JABLONSKI AT LARGE DIRECTOR (BEG 9/18) 1.00 X 0 0 0 DOUGLAS LECATO AT LARGE DIRECTOR (BEG 6/19) 1.00 X 0 0 0 HENRY LI AT LARGE DIRECTOR 1.00 X 0 0 0 MJ MAYNARD AT LARGE DIRECTOR 1.00 1.00 X 0 0 0 ANGELA MILLER AT LARGE DIRECTOR 1.00 X 0 0 0 MARIE PARKER AT LARGE DIRECTOR (BEG 9/18) 1.00 X 0 0 0 JOHN R PLANTE AT LARGE DIRECTOR 1.00 X 0 0 0 ARUN PREM AT LARGE DIRECTOR 1.00 X 0 0 0 MICHAEL I SCHNEIDER AT LARGE DIRECTOR (BEG 9/18) 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 (BEG 9/18) 1.00 1.00 X 0 0 0 JANNET M WALKER FORD AT LARGE DIRECTOR 1.00 5.00 X 0 0 0 MICHELE WONG KRAUSE AT LARGE DIRECTOR 1.00 X 0 0 0 JOHN O ADLER DSGND COMMITTEE CHAIR DIR (BEG 9/18) 1.00 X 0 0 0 ANTHONY A ANDERSON DESIGNATED COMMITTEE CHAIR DIRECTOR 1.00 X 0 0 0 JAMESON T AUTEN DESIGNATED COMMITTEE CHAIR DIRECTOR 1.00 X 0 0 0 DORAN J BARNES DSGND COMMITTEE CHAIR DIR (BEG 12/18) 1.00 X 0 0 0 RON L BROOKS DESIGNATED COMMITTEE CHAIR DIRECTOR 1.00 X 0 0 0 DEE BROOKSHIRE DESIGNATED COMMITTEE CHAIR DIRECTOR 1.00 X 0 0 0 LOUIS J BROWN JR DSGND COMMITTEE CHAIR DIR (BEG 9/18) 1.00 X 0 0 0 BILL CARPENTER DSGND COMMITTEE CHAIR DIR (BEG 10/18) 1.00 X 0 0 0 DON CHARTOCK DESIGNATED COMMITTEE CHAIR DIRECTOR 1.00 X 0 0 0 DONNA DEMARTINO DESIGNATED COMMITTEE CHAIR DIRECTOR 1.00 X 0 0 0 SHAWN M DONAGHY DSGND COMMITTEE CHAIR DIR (BEG 6/19) 1.00 X 0 0 0 ALBRECHT P ENGEL DESIGNATED COMMITTEE CHAIR DIRECTOR 1.00 X 0 0 0 JANET R GONZALEZ TUDOR DSGND COMMITTEE CHAIR DIR (BEG 9/18) 1.00 X 0 0 0 SHARON GREENE DSGND COMMITTEE CHAIR DIR (BEG 9/18) 1.00 X 0 0 0 TODD HORSLEY DESIGNATED COMMITTEE CHAIR DIRECTOR 1.00 X 0 0 0 ERIKA MAZZA DESIGNATED COMMITTEE CHAIR DIRECTOR 1.00 X 0 0 0 JONATHAN H MCDONALD DESIGNATED COMMITTEE CHAIR DIRECTOR 1.00 X 0 0 0 RONALD PAVLIK JR DESIGNATED COMMITTEE CHAIR DIRECTOR 1.00 X 0 0 0 FERDINAND L RISCO JR DSGND COMMITTEE CHAIR DIR (BEG 11/18) 1.00 X 0 0 0 KIMBERLY SLAUGHTER DESIGNATED COMMITTEE CHAIR DIRECTOR 1.00 X 0 0 0 ALLEN CLINTON SMITH III DSGND COMMITTEE CHAIR DIR (BEG 9/18) 1.00 X 0 0 0 MATTHEW O TUCKER DSGND COMMITTEE CHAIR DIR (BEG 1/19) 1.00 X 0 0 0 JC VANNATTA DESIGNATED COMMITTEE CHAIR DIRECTOR 1.00 X 0 0 0 PETER VARGA DESIGNATED COMMITTEE CHAIR DIRECTOR 1.00 1.00 X 0 0 0 EVE WILLIAMS DSGND COMMITTEE CHAIR DIR (BEG 11/18) 1.00 X 0 0 0 PAUL P SKOUTELAS PRESIDENT AND CEO,APTA 32.50 5.00 X 553892 0 35556 MARY CHILDRESS CHIEF FINANCIAL OFFICER 37.50 2.50 X 251682 0 40655 ROSEMARY SHERIDAN VIP- COMMUNICATIONS/MARKETING 37.50 X 234358 0 46085 ARTHUR GUZZETTI VICE PRESIDENT POLICY 37.50 X 225787 0 54413 PETRA MOLLET VP- STRATEGIC/INTERNATIONAL PROGRAMS 37.50 X 209818 0 36032 PAMELA BOSWELL VP- WORKFORCE DEVELOPMENT 37.50 X 207165 0 42171 LINDA FORD GENERAL COUNSEL 37.50 X 201239 0 44798 WARD MCCARRAGHER VICE PRESIDENT - GOVERNMENT AFFAIRS 37.50 X 167475 0 21973 DEBORAH BONGIORNO ASST VP - MEETINGS & MEMBER SVCS 37.50 X 157628 0 44068 JEFFREY HIOTT ASST VP - TECHNICAL SVCS & INNOV 37.50 X 154292 0 35348 JOHN GONZALEZ SR. DIRECTOR - MARKETING & SALES 37.50 X 157186 0 49276 POLLY HANSON DIR. - TRANSIT SEC. & EMERGENCY MGMT 37.50 X 154242 0 20663 JOSEPH NIEGOSKI DIRECTOR EDUCATIONAL SERVICES 37.50 X 176106 0 31570 CHARLES JOSEPH DIRECTOR - RAIL PROGRAMS 37.50 X 159260 0 44117 WILLIAM MARONI SR. STRATEGIST , EXEC. COMMUNICATIONS 37.50 X 161402 0 15569 LOUIS SANDERS SR. DIRECTOR ENGINEERING SVCS 37.50 X 150736 0 24029 LENAY GORE SR. DIRECTOR MEETINGS AND TRADESHOWS 37.50 X 148808 0 28164 RICHARD WHITE SENIOR ADVISOR (END 6/18) 37.50 X 230044 0 28367 3701120 0 642854 35 1 1 0 INFO & INFRASTRUCTURE TECH INC 13873 PARK CENTER ROAD 200 HERNDON VA 20171 CONSULTING SERVICE 879979 FREEMAN AUDIO VISUAL SOLUTIONS PO BOX 650519 DALLAS TX 75265 CONFERENCE AV SUPPORT 658746 MUSIC CITY CENTER 201 FIFTH AVENUE SOUTH NASHVILLE TN 37203 CATERING/HOSTING SERVICE 466713 NATIONAL TRADE PRODUCTION 313 SOUTH PATRICK STREET ALEXANDRIA VA 22314 TRADESHOW SERVICES 333389 MARRIOTT PO BOX 402642 ATLANTA GA 30384 CONFERENCE/MEETING HOSTING 312436 17 978733 978733 MEMBERSHIP DUES 900099 8692068 8692068 MEETING FEES 900099 6613104 6613104 RESEARCH & ADVOCACY 900099 2806857 2806857 PROJECT REVENUE 900099 1333932 1333932 ADVERTISING INCOME 541800 638666 638666 35223 35223 20119850 777586 777586 68685 68685 12300287 12295619 4668 4668 4668 HOTEL REBATES 900099 185523 185523 SECONDMENT FEES 900099 35000 35000 EXPIRED MEETING CREDITS 900099 28895 28895 64356 64356 313774 22263296 19481184 638666 1164713 X 207000 3052573 6000913 773137 934518 675440 57681 170000 172838 2576637 96762 648144 1812936 722086 3840423 598888 73118 JOURNAL PRODUCTION COST 1015652 DUES AND FEES 232101 PUBLICATIONS & SUBS. 69112 TAXES AND FEES 56758 15000 23801717 1737928 4462315 410551 367698 575090 705936 612312 742145 6430573 2520864 4468318 3909709 18330649 13690150 502965 599210 26637813 24477163 5947979 4276597 5296580 9914499 4248219 4166452 15492778 18357548 X 11145035 6119615 11145035 6119615 26637813 24477163 X -1538421 404930 -3891929 X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 11821961 1990000 -655487 1334513 1182196 152317 4123148 1250487 2872661 962077 777546 184531 1345348 492831 852517 3909709 DEFERRED RENT 1558871 DUE TO RELATED PARTIES 392166 DEFERRED TENANT IMPROVEMENT ALLOWANCE 2215415 4166452 X 24039165 404930 1469585 1874515 22164650 98646 98646 22263296 25094227 1391156 1391156 23703071 98646 98646 23801717 PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2019 AND 2018, 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 1,469,585. ASSOCIATION INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS AND EXCLUDED FOR 990 REPORTING. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF NORTH AMERICAN TRANSPORTATION STANDARDS 1,391,156. ASSOCIATION INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS AND EXCLUDED FOR 990 REPORTING. NORTH AMERICA 0 0 PROGRAM REVENUE FROM MEMBERSHIP DUES OF $521,422 EAST ASIA AND THE PACIFIC 0 0 PROGRAM REVENUE FROM MEMBERSHIP DUES OF $16,688 EUROPE 0 0 PROGRAM REVENUE FROM MEMBERSHIP DUES OF $127,017 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM REVENUE FROM MEMBERSHIP DUES OF $1,689 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 THURSTON FOR BETTER TRANSIT PO BOX 2513 OLYMPIA WA 98507 831463159 501(C)(6) 10000 GRASSROOTS ADVOCACY NEW MEXICO TRANSIT ASSOCIATION 1000 CENTRAL AVENUE LOS ALAMOS NM 87544 850403591 501(C)(6) 5000 GRASSROOTS ADVOCACY OKLAHOMA TRANSIT ASSOCIATION 5030 N MAY AVE 233 OKLAHOMA CITY OK 73112 722129006 501(C)(4) 10000 GRASSROOTS ADVOCACY NORTHWEST VALLEY CONNNECT 9445 N 99TH AVENUE PEORIA AZ 85345 454635030 501(C)(3) 10000 GRASSROOTS ADVOCACY TRANSIT ALLIANCE MIAMI 169 E FLAGLER STREET UNIT 1401 MIAMI FL 33131 455160561 501(C)(3) 10000 GRASSROOTS ADVOCACY TRANSPORTATION RIDERS UNITED 440 BURROUGHS ST DETROIT MI 48202 383588943 501(C)(3) 8500 GRASSROOTS ADVOCACY KANSAS CITY REGIONAL TRANSIT ALLICANE 1621 BALTIMORE AVENUE KANSAS CITY MO 64111 311694118 501(C)(3) 10000 GRASSROOTS ADVOCACY RIVERSIDE TRANSIT AGENCY 1825 3RD ST RIVERSIDE CA 92507 953129427 GOVERNMENT 6000 GRASSROOTS ADVOCACY PITTSBURGH COMMUNITY REINVESTMENT GROUP 1901 CENTRE AVENUE SUITE 200 PITTSBURGH PA 15219 251644683 501(C)(3) 5000 GRASSROOTS ADVOCACY NORTH CAROLINA PUBLIC TRANSPORTATION ASSOCIATION PO BOX 30160 GREENVILLE NC 27833 561377361 501(C)(3) 10000 GRASSROOTS ADVOCACY AMERICAN PUBLIC TRANSPORTATION FOUNDATION 1300 I STREET NW SUITE 1200 EAST WASHINGTON DC 20005 521616062 501(C)(3) 10000 ANNUAL CONTRIBUTION CONFERENCE OF MINORITY TRANSPORTATION OFFICIALS 100 M STREET SE SUITE 917 WASHINGTON DC 20003 521333719 501(C)(3) 10000 SPONSORSHIP MINETA TRANSPORTATION INSTITUTESAN JOSE STATE UNIVERSITY RESEARCH FOUNDATI 210 N 4TH ST 4TH FL SAN JOSE CA 95112 946017638 501(C)(3) 5000 SPONSORSHIP COUNCIL OF UNIVERSITY TRANSPORTATION CENTERS 250 E STREET SW SUITE 900 WASHINGTON DC 20024 621147090 501(C)(3) 5000 SPONSORSHIP WE BUILD ARIZONA 1825 W ADAMS PHEONIX AZ 85007 271978858 501(C)(4) 50000 CONTRIBUTION COALITION TO PROTECT TRANSPORTATION IMPROVEMENTS 1787 TRIBUTE ROAD SUITE K SACRAMENTO CA 95815 823812581 501(C)(3) 35000 GRASSROOTS ADVOCACY 12 4 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 0 0 0 PAUL P SKOUTELAS PRESIDENT AND CEO,APTA 453469 0 0 0 100423 0 33000 0 2556 0 589448 0 0 0 MARY CHILDRESS CHIEF FINANCIAL OFFICER 251682 0 0 0 0 0 30033 0 10622 0 292337 0 0 0 ROSEMARY SHERIDAN VIP- COMMUNICATIONS/MARKETING 234358 0 0 0 0 0 34959 0 11126 0 280443 0 0 0 ARTHUR GUZZETTI VICE PRESIDENT POLICY 225787 0 0 0 0 0 33995 0 20418 0 280200 0 0 0 PETRA MOLLET VP- STRATEGIC/INTERNATIONAL PROGRAMS 209818 0 0 0 0 0 25175 0 10857 0 245850 0 0 0 PAMELA BOSWELL VP- WORKFORCE DEVELOPMENT 207165 0 0 0 0 0 31314 0 10857 0 249336 0 0 0 LINDA FORD GENERAL COUNSEL 201239 0 0 0 0 0 24488 0 20310 0 246037 0 0 0 WARD MCCARRAGHER VICE PRESIDENT - GOVERNMENT AFFAIRS 167475 0 0 0 0 0 20201 0 1772 0 189448 0 0 0 DEBORAH BONGIORNO ASST VP - MEETINGS & MEMBER SVCS 157628 0 0 0 0 0 19444 0 24624 0 201696 0 0 0 JEFFREY HIOTT ASST VP - TECHNICAL SVCS & INNOV 154292 0 0 0 0 0 18859 0 16489 0 189640 0 0 0 JOHN GONZALEZ SR. DIRECTOR - MARKETING & SALES 157186 0 0 0 0 0 24317 0 24959 0 206462 0 0 0 POLLY HANSON DIR. - TRANSIT SEC. & EMERGENCY MGMT 154242 0 0 0 0 0 18277 0 2386 0 174905 0 0 0 JOSEPH NIEGOSKI DIRECTOR EDUCATIONAL SERVICES 176106 0 0 0 0 0 21026 0 10544 0 207676 0 0 0 CHARLES JOSEPH DIRECTOR - RAIL PROGRAMS 159260 0 0 0 0 0 19274 0 24843 0 203377 0 0 0 WILLIAM MARONI SR. STRATEGIST , EXEC. COMMUNICATION 161402 0 0 0 0 0 13650 0 1919 0 176971 0 0 0 LOUIS SANDERS SR. DIRECTOR ENGINEERING SVCS 150736 0 0 0 0 0 15856 0 8173 0 174765 0 0 0 LENAY GORE SR. DIRECTOR MEETINGS AND TRADESHOW 148808 0 0 0 0 0 17884 0 10280 0 176972 0 0 0 RICHARD WHITE SENIOR ADVISOR (END 6/18) 230044 0 0 0 0 0 27106 0 1261 0 258411 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. FORM 990, PART VI, SECTION A, LINE 2 NATHANIEL FORD, SR. AND JANNET FORD HAVE A FAMILY RELATIONSHIP. 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 VI, SECTION B, LINE 14: AFTER YEAR END, APTA DID ADOPT A DOCUMENT RETENTION AND DESTRUCTION POLICY. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL/CONSULTING FEES 2,576,637. FORM 990, PART XI, LINE 9: CHANGES IN POST-RETIREMENT MINIMUM LIABILITY -3,891,929. 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 326469 PERCENTAGE OF OVERHEAD NORTH AMERICAN TRANSIT SERVICES ASSOCIATION O 498549 LABOR COST AMERICAN PUBLIC TRANSPORTATION FOUNDATION O 99990 LABOR COST