2020-11-12T16:43:28-06:00 2019-12-31 521853933 JONES MARESCA & MCQUADE PA 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2019-01-01 542039775 AMERICAN TRANSPORTATION RESEARCH INSTITUTE AMER 7038381959 950 N GLEBE ROAD NO 210 ARLINGTON VA 222034181 JAMES R DUCKWORTH CFO 7038381959 2020-11-12 1 DAVID JONES P01361002 4108840220 64.88.174.3 2020-11-12 16:12:28 ES P F53A5061FAF2C58BF3FC6769133FDE36C8E9CCA9 8ACB69A3B5645F8543B25487A9D884FE7478624C 2019 2021-01-29 14:40:06Z REBECCA BREWSTER 950 N GLEBE RD STE 210 ARLINGTON VA 22203 2174998 0 X WWW.ATRI-ONLINE.ORG X 2001 VA TO PERFORM EDUCATIONAL AND SCIENTIFIC RESEARCH IN THE FIELD OF TRANSPORTATION. 17 15 0 15 0 0 2198578 2163737 15860 0 4201 4261 0 7000 2218639 2174998 21500 8500 0 0 1227348 1212079 0 0 2758 896272 820059 2145120 2040638 73519 134360 1936583 2085373 189223 203653 1747360 1881720 TO CONDUCT RESEARCH IN THE FIELD OF TRANSPORTATION, WITH AN EMPHASIS ON THE TRUCKING INDUSTRY'S ESSENTIAL ROLE IN A SAFE, EFFICIENT AND VIABLE TRANSPORTATION SYSTEM. 0 0 1138629 THE ORGANIZATION PERFORMED WORK ON VARIOUS GOVERNMENT SPONSORED, TRANSPORTATION RELATED RESEARCH CONTRACTS. 273401 8500 THE ORGANIZATION PERFORMED WORK ON VARIOUS BOARD APPROVED, INDUSTRY FUNDED RESEARCH AND DEVELOPMENT PROJECTS. 1412030 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 15 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 0 0 0 X JAMES R DUCKWORTH 7038381959 950 N GLEBE ROAD NO 210 ARLINGTON VA 222034181 JUDY R MCREYNOLDS CHAIRMAN 5.00 5.00 X X 0 0 0 RICHARD J FREELAND TREASURER 2.00 X X 0 0 0 REBECCA BREWSTER PRESIDENT & COO 40.00 X X 0 382188 30061 CHRISTOPHER SPEAR VICE CHAIRMAN 5.00 35.00 X X 0 1820866 30061 ANDREW T BOYLE DIRECTOR 1.00 5.00 X 0 0 0 MICHAEL L DUCKER DIRECTOR UNTIL 5/8/19 1.00 5.00 X 0 0 0 HUGH EKBERG DIRECTOR 1.00 X 0 0 0 DARREN D HAWKINS DIRECTOR 1.00 1.00 X 0 0 0 DAVID HUNERYAGER DIRECTOR 1.00 X 0 0 0 DEREK J LEATHERS DIRECTOR 1.00 1.00 X 0 0 0 ROBERT E LOW DIRECTOR 1.00 1.00 X 0 0 0 RICHARD C MCARDLE DIRECTOR 1.00 2.00 X 0 0 0 BENJAMIN MCLEAN DIRECTOR 1.00 X 0 0 0 DENNIS A NASH DIRECTOR 1.00 1.00 X 0 0 0 GREGORY L OWEN DIRECTOR UNTIL 5/8/19 1.00 1.00 X 0 0 0 G CLIFTON PARKER DIRECTOR 1.00 1.00 X 0 0 0 JAMES REED DIRECTOR 1.00 1.00 X 0 0 0 ANNETTE M SANDBERG DIRECTOR 1.00 X 0 0 0 JOHN A SMITH DIRECTOR 1.00 5.00 X 0 0 0 JAMES R DUCKWORTH CHIEF FINANCIAL OFFICER 3.00 37.00 X 0 333127 30061 DANIEL MURRAY VICE PRESIDENT 40.00 X 0 223274 28004 JEFFREY SHORT SENIOR RESEARCH ASSOCIATE 40.00 X 0 150891 26418 0 2910346 144605 0 0 1 0 PEOPLENET INC 1107 HAZELTINE BLVD STE 350 CHASKA MN 55318 DATA PROVIDER 120000 OMNITRACS LLC FILE NO 54210 LOS ANGELES CA 900744210 DATA PROVIDER 110000 2 558500 1138629 466608 2163737 4261 4261 MISCELLANEOUS 900099 7000 7000 7000 2174998 0 0 11261 8500 8500 663527 383134 278859 1534 403117 324994 77641 482 145435 117250 28011 174 24215 24215 2500 2500 40833 25469 15317 47 6743 5576 1161 6 70374 47922 22325 127 159017 66400 92617 24043 8843 15200 7685 7685 14309 9744 4538 27 CONTRACTS & RESEARCH 258390 258115 275 ADMINISTRATIVE BILLBACK 200000 136193 63446 361 PRINTING & PUBLICATIONS 11606 9705 1901 MEMBERSHIP DUES 344 344 2040638 1412030 625850 2758 1445192 1788229 11100 18875 454518 233776 17743 26044 30149 11700 8030 18449 1936583 2085373 75179 309 37500 37500 76544 165844 189223 203653 X 1747360 1881720 1747360 1881720 1936583 2085373 134360 0 X X 0 1 X 1 0 X 2492927 2327987 2139328 2198578 2163737 11322557 2492927 2327987 2139328 2198578 2163737 11322557 2570514 8752043 2083 4487 4209 4201 4261 19241 505 7000 7505 11349303 229798 0.77120 0.75320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30149 11700 18449 18449 PAYABLE TO RELATED ORGANIZATION 162209 DEFERRED RENT 3635 165844 X 2174998 0 2174998 0 2174998 2040638 0 2040638 0 2040638 PART X, LINE 2: ATRI BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION 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. NORTH AMERICA 0 0 PROGRAM SERVICES RESEARCH ANALYSIS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART I, LINE 2: ATRI'S FOREIGN ACTIVITIES CONSIST OF REVENUES EARNED FROM CANADIAN SOURCES IN EXCESS OF $10,000. THIS REVENUE CONSISTED OF CONTRACTS TO PERFORM RESEARCH ANALYSIS TO ASSIST IN THE DEVELOPMENT OF PRIORITY TRANSPORTATION ROUTES FOR TRUCKS. THERE WERE NO FOREIGN EXPENSES INCURRED IN PROVIDING THE CONTRACTUAL SERVICES TO ORGANIZATIONS LOCATED IN CANADA. PART III ACCOUNTING METHOD: 0 TRANSPORTATION RESEARCH BOARD LOCKBOX 289 WASHINGTON DC 20055 530196932 501(C)3 8500 CONTRIBUTION 1 PART I, LINE 2: THE AMERICAN TRANSPORTATION RESEARCH INSTITUTE DOES NOT GIVE GRANTS TO THIRD PARTIES. THE AMOUNT LISTED ON PART II IS FUNDING FOR RESEARCH ASSISTANCE. 0 0 0 0 0 0 0 0 0 REBECCA BREWSTER PRESIDENT & COO 0 314866 0 65000 0 2322 0 8400 0 21661 0 412249 0 0 CHRISTOPHER SPEAR VICE CHAIRMAN 0 1338277 0 425000 0 57589 0 8400 0 21661 0 1850927 0 0 JAMES R DUCKWORTH CHIEF FINANCIAL OFFICER 0 300805 0 30000 0 2322 0 8400 0 21661 0 363188 0 0 DANIEL MURRAY VICE PRESIDENT 0 206389 0 15000 0 1885 0 6343 0 21661 0 251278 0 0 JEFFREY SHORT SENIOR RESEARCH ASSOCIATE 0 140587 0 10000 0 304 0 4757 0 21661 0 177309 0 0 PART I, LINE 3 THE AMERICAN TRANSPORTATION RESEARCH INSTITUTE (ATRI) EMPLOYEES ARE PAID BY A RELATED ORGANIZATION, THE AMERICAN TRUCKING ASSOCIATIONS, INC. (ATA). ATA USES AN OUTSIDE COMPENSATION CONSULTANT TO CONDUCT AN ANNUAL REVIEW OF THE PRESIDENT & CEO'S COMPENSATION. THE PROCESS INCLUDES A REVIEW OF THE CURRENT CASH COMPENSATION (BASE SALARY PLUS INCENTIVE BONUS AND BENEFITS). SECONDLY, THE CONSULTANT CONDUCTS A MARKET ANALYSIS COMPARING THE CEO'S COMPENSATION WITH THE COMPENSATION OF CEOS OF COMPARABLE TRADE ASSOCIATIONS. THE ATA COMPENSATION COMMITTEE IS A SUBCOMMITTEE OF THE ATA EXECUTIVE COMMITTEE, A SUBCOMMITTEE OF THE ATA BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE CONSIDERS THE RESULTS OF THESE ANALYSES WHEN DETERMINING COMPENSATION LEVELS OF THE CEO. THE SENIOR STAFF'S COMPENSATION IS COMPARED TO COMPENSATION OF COMPARABLE POSITIONS IN A COMPARATOR GROUP OF TRADE ASSOCIATIONS AND REVIEWED BY THE PRESIDENT AND CEO. FORM 990, PART VI, SECTION B, LINE 11B THE AMERICAN TRANSPORTATION RESEARCH INSTITUTE (ATRI) IS A CONTROLLED ENTITY OF THE AMERICAN TRUCKING ASSOCIATIONS, INC. (ATA). ALL FINANCIAL ACTIVITIES OF ATRI ARE MANAGED BY ATA. DRAFT VERSIONS OF THE 990 TAX RETURNS ARE REVIEWED BY THE ATA CHIEF FINANCIAL OFFICER AND THEN FORWARDED TO AN INDEPENDENT ACCOUNTING FIRM FOR REVIEW. FINAL DRAFTS ARE GIVEN TO THE MANAGEMENT COMMITTEE OF THE ATA BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. THE MANAGEMENT COMMITTEE IS AUTHORIZED BY THE ATA BOARD OF DIRECTORS TO ACT ON ALL FINANCIAL AND ADMINISTRATIVE AFFAIRS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C THE AMERICAN TRANSPORTATION RESEARCH INSTITUTE (ATRI) REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ALL CONTRACTS GO THROUGH AN EXTENSIVE REVIEW PROCESS. IF AN EMPLOYEE IS MADE AWARE OF A CONFLICT THEY ARE INSTRUCTED TO DISCLOSE THE SITUATION THROUGH THE PROPER CHAIN SO THAT THE APPROPRIATE ACTION MAY TAKE PLACE. FORM 990, PART VI, SECTION B, LINE 15 THE AMERICAN TRANSPORTATION RESEARCH INSTITUTE (ATRI) EMPLOYEES ARE PAID BY A RELATED ORGANIZATION, THE AMERICAN TRUCKING ASSOCIATIONS, INC. (ATA). ATA USES AN OUTSIDE COMPENSATION CONSULTANT TO CONDUCT AN ANNUAL REVIEW OF THE PRESIDENT & CEO'S COMPENSATION. THE PROCESS INCLUDES A REVIEW OF THE CURRENT CASH COMPENSATION (BASE SALARY PLUS INCENTIVE BONUS AND BENEFITS). SECONDLY, THE CONSULTANT CONDUCTS A MARKET ANALYSIS COMPARING THE CEO'S COMPENSATION WITH THE COMPENSATION OF CEOS OF COMPARABLE TRADE ASSOCIATIONS. THE ATA COMPENSATION COMMITTEE IS A SUBCOMMITTEE OF THE ATA EXECUTIVE COMMITTEE, A SUBCOMMITTEE OF THE ATA BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE CONSIDERS THE RESULTS OF THESE ANALYSES WHEN DETERMINING COMPENSATION LEVELS OF THE CEO. THE SENIOR STAFF'S COMPENSATION IS COMPARED TO COMPENSATION OF COMPARABLE POSITIONS IN A COMPARATOR GROUP OF TRADE ASSOCIATIONS AND REVIEWED BY THE PRESIDENT AND CEO. FORM 990, PART VI, SECTION C, LINE 19 ATRI MAKES GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: ATRI HAS NOT CHANGED ITS AUDIT OVERSIGHT PROCESS OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR. AMERICAN TRUCKING ASSOCIATIONS INC 950 N GLEBE RD STE 210 ARLINGTON VA 22203 530026970 ADVOCACY DC 501(C)(6) N/A 0 TRUCKING CARES FOUNDATION 950 N GLEBE RD STE 210 ARLINGTON VA 22203 823015119 CHARITABLE DC 501(C)(3) LINE 7 N/A 0 ATA SERVICES INC AND SUBSIDIARY 950 N GLEBE RD STE 210 ARLINGTON DC 22203 521066416 INACTIVE VA ATA C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 AMERICAN TRUCKING ASSOCIATIONS INC C 558500 ACTUAL CONTRIBUTION AMERICAN TRUCKING ASSOCIATIONS INC M 200000 BUDGETED FEE AMERICAN TRUCKING ASSOCIATIONS INC O 1212079 ACTUAL COSTS AMERICAN TRUCKING ASSOCIATIONS INC P 1445899 ACTUAL TRANSFER