2019-10-23T07:22:15-05:00 2018-12-31 521853933 JONES MARESCA & MCQUADE PA 1730 RHODE ISLAND AVENUE SUITE 800 WASHINGTON DC 20036 990 2018-01-01 521753485 INTERMODAL ASSOCIATION OF NORTH AMERICA INTE 3019823400 11785 BELTSVILLE DRIVE NO 1100 CALVERTON MD 20705 JOANNE F CASEY PRESIDENT/CEO 3019823400 2019-10-17 1 DAVID JONES P01361002 2022963306 64.88.174.3 2019-10-17 11:14:08 ED P A02FDE1BB5C34FAEC78D97DBCBA9E94617D1657A 8ACB69A3B5645F8543B25487A9D884FE7478624C 2018 2019-02-21 02:37:17Z JOANNE F CASEY 11785 BELTSVILLE DRIVE NO 1100 CALVERTON MD 20705 18609968 0 X WWW.INTERMODAL.ORG X 1991 DE TO PROMOTE THE INTERMODAL TRANSPORTATION INDUSTRY. 13 13 29 13 195245 0 0 0 8337767 8705020 704366 627987 27717 27722 9069850 9360729 195000 748000 0 0 3182723 3395821 0 0 0 4435474 4316474 7813197 8460295 1256653 900434 22263596 21612447 4889320 5231769 17374276 16380678 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. 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. MEMBERSHIP DUES AND OTHER MEMBER SERVICES. 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. 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 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 43 0 1 29 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 1 1 0 X JOANNE CASEY 3019823400 11785 BELTSVILLE DR SUITE 1100 CALVERTON MD 20705 ADRIENE BAILEY CHAIRMAN 0.75 X X 0 0 0 MICHAEL B WILSON VICE-CHAIRMAN 0.25 X X 0 0 0 MARK GEORGE TREASURER 0.25 X X 0 0 0 KEVIN LHOTAK BOARD MEMBER 0.75 X 0 0 0 JON POELMA BOARD MEMBER 0.75 X 0 0 0 DERRICK H BROOME BOARD MEMBER 0.25 X 0 0 0 SHELLI AUSTIN BOARD MEMBER 0.25 X 0 0 0 DOUGLAS HOEHN BOARD MEMBER 0.25 X 0 0 0 JAMES NEWSOME III BOARD MEMBER 0.25 X 0 0 0 THOMAS WILLIAMS BOARD MEMBER 0.25 X 0 0 0 ROBERT A CURRY JR BOARD MEMBER 0.25 X 0 0 0 MARYCLARE KENNEY BOARD MEMBER 0.25 X 0 0 0 JASON HESS BOARD MEMBER 0.25 X 0 0 0 JOANNE F CASEY PRESIDENT/CEO 50.00 X 626476 0 126413 MARY D SASKO ASST. VP-INTERMODAL INFO. 50.00 X 127027 0 48854 JAMES MORROW ASST. VP-MEMBERSHIP 50.00 X 108460 0 78109 PIYUSH KUMAR PANCHAL DIRECTOR OF IT 50.00 X 125521 0 33077 STEVE A KEPPLER SR. VICE PRESIDENT 50.00 X 260534 0 92592 1248018 0 379045 5 0 1 0 BDO SEIDMAN LLP 8401 GREENSBORO DR SUITE 800 MCLEAN VA 22102 ACCOUNTING & FINANCIAL SUPPORT 353177 INTERMODAL IT CONSULTING G-38 SHALIN COMPLEX NEAR RAMESH P VADODARA GUJARET IN SOFTWARE DEVELOPMENT 273400 AMERICAN TECHNOLOGY 2730 PROSPERITY AVE SUITE 250 FAIRFAX VA 22031 COMP. OPER. SUPPORT 153600 SMG FOOD & BEVERAGE 300 E OCEAN BLVD LONG BEACH CA 90802 FOOD SVCS FOR EVENTS 151742 BENESCH FRIEDLANDER 41 SOUTH HIGH ST SUITE 2600 COLUMBUS OH 43215 LEGAL 132539 9 INFORMATION SVC FEES 480000 5630369 5630369 CONFERENCES 480000 1921700 1868466 53234 MEMBERSHIP DUES 480000 872327 872327 PUBLICATION INCOME 511190 195245 65455 129790 OTHER SERVICES INCOME 480000 85379 73158 12221 8705020 367664 367664 27398 27398 9509562 9249239 260323 260323 260323 OTHER 480000 324 324 324 9360729 8510099 195245 655385 X 748000 752889 2046438 183979 256979 155536 130439 411362 140638 1259816 19612 258693 398863 288166 126239 618728 328540 65470 BANK FEES 175996 MISCELLANEOUS 71902 REPAIRS & MAINTENANCE 22010 8460295 318436 756245 1339687 1335303 1214382 1064980 142903 124688 3915545 2627183 1414997 1288362 17808920 17018598 24271 24271 22263596 21612447 729985 822233 485166 910333 3438394 3293365 235775 205838 4889320 5231769 X 17374276 16380678 17374276 16380678 22263596 21612447 900434 -1894032 0 X X 0 1 X 1 0 0 1 0 196392 78194 118198 516487 402712 113775 3202666 2146277 1056389 1288362 CERTIFICATES OF DEPOSITS 2018475 F GOVERNMENT SECURITIES 1470038 F CORPORATE BONDS 1876124 F COMMON STOCKS 8937316 F FUTURES FUND 857047 F ASSET BACKED SECURITIES 1859598 F 17018598 DEFERRED RENT 205838 205838 X 7326059 -1894032 -1894032 9220091 140638 140638 9360729 8319657 0 8319657 140638 140638 8460295 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 SOFTWARE DEVELOPMENT SOFTWARE DEVELOPMENT AND 273400 0 1 0 0 0 1 273400 0 273400 0 0 0 0 0 0 1 UNIVERSITY OF MD COLLEGE PK ROB'T H SMITH SCHOOL OF BUSINESS 3411 VAN MUNCHING HALL COLLEGE PARK MD 20742 526002033 501 (C) 3 180000 STUDENT TUITION SUPPORT, CURRICULUM DEVELOPMENT, STUDENT TRAVEL TO INTERMODAL FACILITIES UNIVERSITY OF DENVER TRANSPORTATION INSTITUTE 2197 S UNIVERSITY BLVD 359 DENVER CO 80208 840404231 501 (C) 3 165000 STUDENT TUITION SUPPORT, CURRICULUM DEVELOPMENT, STUDENT TRAVEL TO INTERMODAL FACILITIES CALIFORNIA STATE UNIV LONG BEACH 6300 STATE UNIVERSITY DR 104 LONG BEACH CA 90815 931150363 501 (C) 3 40000 STUDENT TUITION SUPPORT, CURRICULUM DEVELOPMENT, STUDENT TRAVEL TO INTERMODAL FACILITIESSTUDENT TUITION SUPPORT, CURRICULUM DEVELOPMENT, STUDENT TRAVEL TO INTERMODAL FACILITIES UNIVERSITY OF WISCONSIN SUPERIOR TRANSPORTATION & LOGISTICS RESEARCH PO BOX 2000 SUPERIOR WI 54880 396088707 501 (C) 3 150000 STUDENT TUITION SUPPORT, CURRICULUM DEVELOPMENT, STUDENT TRAVEL TO INTERMODAL FACILITIES GA SOUTHERN UNIVERSITY DEPT OF LOGISTICS & SUPPLY CHAIN MGMT PO BOX 8036 STATESBORO GA 30460 586034031 501 (C) 3 123000 STUDENT TUITION SUPPORT, CURRICULUM DEVELOPMENT, STUDENT TRAVEL TO INTERMODAL FACILITIES COLLEGE OF CHARLESTON GLOBAL LOGISTICS & TRANSPORTATION 66 GEORGE STREET CHARLESTON SC 29424 237069236 501 (C) 3 90000 STUDENT TUITION SUPPORT, CURRICULUM DEVELOPMENT, STUDENT TRAVEL TO INTERMODAL FACILITIES 6 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 506178 0 39399 0 80899 0 55210 0 71203 0 752889 0 0 0 MARY D SASKO ASST. VP-INTERMODAL INFO. 99717 0 26639 0 671 0 36126 0 12728 0 175881 0 0 0 JAMES MORROW ASST. VP-MEMBERSHIP 80800 0 26639 0 1021 0 36126 0 41983 0 186569 0 0 0 PIYUSH KUMAR PANCHAL DIRECTOR OF IT 125381 0 0 0 140 0 0 0 33077 0 158598 0 0 0 STEVE A KEPPLER SR. VICE PRESIDENT 227781 0 32519 0 234 0 45168 0 47424 0 353126 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. 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 136,471. CONSULTING-COMPUTER OPERATIONAL SUPPORT 146,749. CONSULTING-EXHIBIT SALES & MANAGEMENT 121,069. OTHER CONSULTING 44,525. CONSULTING-COMPUTER SOFTWARE/TECHNICAL 140,306. EXPO CONSULTING 175,930. HR CONSULTING 122,151. CONSULTING-MEMBER SERVICES 104,971. SOFTWARE DEVELOPMENT CONSULTING 131,770. COMMUNICATIONS/PUBLIC AFFAIRS 135,874.