2016-11-14T15:42:01-06:00 2015-12-31 KPMG LLP 1676 International Drive Ste 1200 McLean VA 22102 990 2015-01-01 530026970 American Trucking Associations Inc % James R Duckworth AMER 7038381959 950 N GLEBE ROAD Suite 210 ARLINGTON VA 222034181 CHRISTOPHER SPEAR PRESIDENT AND CEO 2016-11-09 true WHITNEY E BLAIR P01226647 7032868000 2016-11-07 2015 2017-02-10 21:41:12Z CHRISTOPHER SPEAR 950 N GLEBE ROAD STE 210 ARLINGTON VA 22203 51970233 false X HTTP://WWW.TRUCKING.ORG X 1933 DC THE PURPOSE OF THE AMERICAN TRUCKING ASSOCIATIONS, INC. IS TO PROMOTE COMMON BUSINESS INTERESTS WITHIN THE TRUCKING INDUSTRY. 156 156 192 200 8633315 -81955 3193228 673504 38336833 39021436 1074887 1032099 2176970 2335808 44781918 43062847 789220 782635 0 0 23045961 23582645 0 0 0 18693991 19685818 42529172 44051098 2252746 -988251 66741997 64095341 40367888 39650216 26374109 24445125 THE MISSION OF THE AMERICAN TRUCKING ASSOCIATIONS, INC. IS TO EFFECTIVELY ADVOCATE AND COMMUNICATE EFFORTS DESIGNED TO IMPROVE SAFETY AND PROFITABILITY FOR OUR MEMBERS. false false MEMBERSHIP - TRAVELED THE COUNTRY TO RECRUIT AND RETAIN MEMBERS TO JOIN THE ASSOCIATION. A DIVERSE MEMBERSHIP BASE IS ESSENTIAL WHEN EDUCATING POLITICIANS AND REGULATORS ABOUT THE INDUSTRY AS THEY DEVELOP RULES AND REGULATIONS THAT IMPACT TRUCKING. PERIODICALS - TRANSPORT TOPICS - PUBLISHED NATIONAL WEEKLY NEWSPAPER FOR THE TRUCKING INDUSTRY WITH A PAID CIRCULATION OF MORE THAN 25,000 AND A READERSHIP OF APPROXIMATELY 77,000. THIS PUBLICATION IS THE PRIMARY SOURCE OF INFORMATION FOR THE TRUCKING INDUSTRY. MEETINGS AND CONVENTIONS - HELD SEVERAL ANNUAL MEETINGS FOR DIFFERENT SEGMENTS OF THE TRUCKING INDUSTRY AND VARIOUS EDUCATIONAL SEMINARS FOR SPECIFIC AREAS OF FINANCE, SAFETY, SECURITY, ENVIRONMENTAL, ETC. MEETINGS WERE HELD IN ALL REGIONS OF THE U.S. false true true true false false false true false true false false false true true false true false false false false false false false false false true false true false false false false false false false false false false false true true true false true 123 0 true 192 true true true false false false true true false X 156 156 true false false false true true false true true false true true true true true true true true true true false X James R Duckworth 7038381959 950 N Glebe Road Ste 210 Arlington VA 22203 X Duane W Acklie Past Chairman 1.0 0.0 X 0 0 0 Jason H Andrus State Vice President 1.0 0.0 X 0 0 0 Jim Arthaud At-Large Member 1.0 0.0 X 0 0 0 Ralph W Arthur At-Large Member 1.0 0.0 X 0 0 0 Scott C Arves At-Large Member 1.0 0.0 X 0 0 0 Darrel Banning State Vice President 1.0 0.0 X 0 0 0 Richard Bartolic State Vice President 1.0 0.0 X 0 0 0 Cari Baylor State Vice President 1.0 0.0 X 0 0 0 David C Berry At-Large Member 1.0 0.0 X 0 0 0 Richard Binkley Conference Vice President 1.0 0.0 X 0 0 0 Alvin M Bodford At-Large Member 1.0 0.0 X 0 0 0 Donald M Bowman Jr Past Chairman 1.0 0.0 X 0 0 0 Andrew T Boyle State Vice President 1.0 0.0 X 0 0 0 Marc D Boyle At-Large Member 1.0 0.0 X 0 0 0 Thomas S Brennan State Vice President 1.0 0.0 X 0 0 0 Gregory D Brown State Vice President 1.0 0.0 X 0 0 0 Kary Bryce State Vice President 1.0 0.0 X 0 0 0 Carl Bumgarner State Vice President 1.0 0.0 X 0 0 0 Chris N Bunning At-Large Member 1.0 0.0 X 0 0 0 Kevin W Burch First Vice Chairman 15.0 0.0 X X 0 0 0 James Burg At-Large Member 1.0 0.0 X 0 0 0 Fred C Burns Jr Past Chairman 1.0 0.0 X 0 0 0 John Burns State Vice President 1.0 0.0 X 0 0 0 Philip L Byrd Sr Second Immediate Past Chairman 5.0 0.0 X 0 0 0 Michael S Card Past Chairman 1.0 0.0 X 0 0 0 W Tobin Cassels At-Large Member 1.0 0.0 X 0 0 0 William T Cassels Jr Past Chairman 1.0 0.0 X 0 0 0 Randall J Clifford At-Large Member 1.0 0.0 X 0 0 0 David S Congdon At-Large Member 1.0 0.0 X 0 0 0 John R Conkin Allied Member 1.0 0.0 X 0 0 0 Christopher Ronald Cooper At-Large Member 1.0 0.0 X 0 0 0 Donald Cox State Vice President 1.0 0.0 X 0 0 0 Edward B Crowell TAEC Representative 1.0 0.0 X 0 0 0 Mark DiBlasi At-Large Member 1.0 0.0 X 0 0 0 James H Dixon Emeritus Member 1.0 0.0 X 0 0 0 Joseph M Donald III Carrier Policy Committee Chair 5.0 0.0 X 0 0 0 James C Doyle State Vice President 1.0 0.0 X 0 0 0 Michael L Ducker At-Large Member 1.0 0.0 X 0 0 0 Shepard Dunn At-Large Member 1.0 0.0 X 0 0 0 Reggie Dupre' Carrier Policy Committee Chair 5.0 0.0 X 0 0 0 Daniel J Einwechter At-Large Member 1.0 0.0 X 0 0 0 D Jeffrey England At-Large Member 1.0 0.0 X 0 0 0 Daniel E England Past Chairman 1.0 0.0 X 0 0 0 William K England Emeritus Member 1.0 0.0 X 0 0 0 Robey W Estes Jr At-Large Member 1.0 0.0 X 0 0 0 Calvin E Ewell State Vice President 1.0 0.0 X 0 0 0 Samuel C Faucette State Vice President 1.0 0.0 X 0 0 0 Alvin Leon Foley At-Large Member 1.0 0.0 X 0 0 0 David G Free At-Large Member 1.0 0.0 X 0 0 0 Bill Gansman State Vice President 1.0 0.0 X 0 0 0 Sherri Garner Brumbaugh Vice Chairman 5.0 0.0 X X 0 0 0 Charles Wayne Gaumer State Vice President 1.0 0.0 X 0 0 0 Philip Scott George State Vice President 1.0 0.0 X 0 0 0 Michael J Gerdin At-Large Member 1.0 0.0 X 0 0 0 Chris Giltz Conference Vice President 1.0 0.0 X 0 0 0 Thomas Glaser At-Large Member 1.0 0.0 X 0 0 0 Steve Gordon At-Large Member 1.0 0.0 X 0 0 0 Joseph A Greenstein State Vice President 1.0 0.0 X 0 0 0 Randy P Guillot Conference Vice President 1.0 0.0 X 0 0 0 Michael J Habeck State Vice President 1.0 0.0 X 0 0 0 Charles L Hammel III At-Large Member 1.0 0.0 X 0 0 0 Erich H Helge State Vice President 1.0 0.0 X 0 0 0 G Tommy Hodges Committee Chair 5.0 0.0 X 0 0 0 John N Hofstetter Carrier Policy Committee Chair 5.0 0.0 X 0 0 0 Steve Holtgeerts State Vice President 1.0 0.0 X 0 0 0 Greg Humes At-Large Member 1.0 0.0 X 0 0 0 D Mitchell Jackson At-Large Member 1.0 0.0 X 0 0 0 William E Jayne III At-Large Member 1.0 0.0 X 0 0 0 William E Jayne Jr Emeritus Member 1.0 0.0 X 0 0 0 Thomas F Jensen Carrier Policy Committee Chair 5.0 0.0 X 0 0 0 Michael H Jimenez Sr State Vice President 1.0 0.0 X 0 0 0 Royal Jones At-Large Member 1.0 0.0 X 0 0 0 Dean E Kaplan Committee Chair 5.0 0.0 X 0 0 0 Michael Kelley At-Large Member 1.0 0.0 X 0 0 0 G Larry Kerr Small Carrier Committee Chair 5.0 0.0 X 0 0 0 Kate Killory State Vice President 1.0 0.0 X 0 0 0 Keith R Klein At-Large Member 1.0 0.0 X 0 0 0 Kevin P Knight At-Large Member 1.0 0.0 X 0 0 0 Allen I Koenig Emeritus Member 1.0 0.0 X 0 0 0 Robert A Kortenhaus Sr At-Large Member 1.0 0.0 X 0 0 0 Robert J Kortenhaus Conference Vice President 1.0 0.0 X 0 0 0 Tom B Kretsinger Jr Committee Chair 5.0 0.0 X 0 0 0 Ray Kuntz Past Chairman 1.0 0.0 X 0 0 0 Thomas Lee State Vice President 1.0 0.0 X 0 0 0 Kevin Lhotak State Vice President 1.0 0.0 X 0 0 0 L Duane Long Immediate Past Chairman 5.0 0.0 X 0 0 0 Robert E Low At-Large Member 1.0 0.0 X 0 0 0 Bruce DD MacRae State Vice President 1.0 0.0 X 0 0 0 Richard C Maddox State Vice President 1.0 0.0 X 0 0 0 John Majors State Vice President 1.0 0.0 X 0 0 0 James Maltby Carrier Policy Committee Chair 5.0 0.0 X 0 0 0 David Manning Second Vice Chairman 10.0 0.0 X X 0 0 0 Jeffrey C Marple State Vice President 1.0 0.0 X 0 0 0 Jeffrey J McCaig At-Large Member 1.0 0.0 X 0 0 0 David G McCorkle Past Chairman 1.0 0.0 X 0 0 0 C James McCormick Past Chairman 1.0 0.0 X 0 0 0 Judy R McReynolds Committee Chair 5.0 0.0 X 0 0 0 Edwin A Meyer State Vice President 1.0 0.0 X 0 0 0 Larry W Miller State Vice President 1.0 0.0 X 0 0 0 Michael L Miller State Vice President 1.0 0.0 X 0 0 0 Reid Miura State Vice President 1.0 0.0 X 0 0 0 J Lavon Morton Carrier Policy Committee Chair 5.0 0.0 X 0 0 0 James A Mullen At-Large Member 1.0 0.0 X 0 0 0 Charles R Mullett At-Large Member 1.0 0.0 X 0 0 0 Dennis A Nash At-Large Member 1.0 0.0 X 0 0 0 Steven L Niswander State Vice President 1.0 0.0 X 0 0 0 Richard O'Dell At-Large Member 1.0 0.0 X 0 0 0 Howard J O'Malley Jr At-Large Member 1.0 0.0 X 0 0 0 Danny Opie State Vice President 1.0 0.0 X 0 0 0 Daniel L Oren At-Large Member 1.0 0.0 X 0 0 0 Donald G Oren At-Large Member 1.0 0.0 X 0 0 0 Tonn M Ostergard At-Large Member 1.0 0.0 X 0 0 0 Gregory L Owen At-Large Member 1.0 0.0 X 0 0 0 Joshua Owen At-Large Member 1.0 0.0 X 0 0 0 Andrew M Owens State Vice President 1.0 0.0 X 0 0 0 David R Parker At-Large Member 1.0 0.0 X 0 0 0 G Clifton Parker State Vice President 1.0 0.0 X 0 0 0 Robert A Peterson At-Large Member 1.0 0.0 X 0 0 0 Louis E Pfrangle State Vice President 1.0 0.0 X 0 0 0 David Pohl ATA Truck Pac Chairman 10.0 0.0 X 0 0 0 Barry E Pottle Vice Chairman 5.0 0.0 X X 0 0 0 Chelsea Pottle Demmons State Vice President 1.0 0.0 X 0 0 0 Charles Ramorino Past Chairman 1.0 0.0 X 0 0 0 William H Reed Jr At-Large Member 1.0 0.0 X 0 0 0 Mike Riggs Conference Vice President 1.0 0.0 X 0 0 0 Jowell Rivera State Vice President 1.0 0.0 X 0 0 0 Edward A Rocha Emeritus Member 1.0 0.0 X 0 0 0 Everett Roehl At-Large Member 1.0 0.0 X 0 0 0 Richard Roehl State Vice President 1.0 0.0 X 0 0 0 John Roswick State Vice President 1.0 0.0 X 0 0 0 Stephen J Rush Conference Vice President 1.0 0.0 X 0 0 0 Stephen Russell At-Large Member 1.0 0.0 X 0 0 0 Gary Salisbury At-Large Member 1.0 0.0 X 0 0 0 Nancy Sawyer State Vice President 1.0 0.0 X 0 0 0 John R Schaupp At-Large Member 1.0 0.0 X 0 0 0 David Schroyer State Vice President 1.0 0.0 X 0 0 0 Lee Philip Shaffer Past Chairman 1.0 0.0 X 0 0 0 Curtis J Shewchuk Carrier Policy Committee Chair 5.0 0.0 X 0 0 0 John Simone At-Large Member 1.0 0.0 X 0 0 0 John M Smith Secretary 5.0 0.0 X X 0 0 0 Barry Stang TAEC Representative 1.0 0.0 X 0 0 0 Collin Stewart ATA Truck Pac Chairman 10.0 0.0 X 0 0 0 John Stomps At-Large Member 1.0 0.0 X 0 0 0 Debra Anne Stone CTP Carrier Policy Committee Chair 5.0 0.0 X 0 0 0 Douglas W Stotlar Treasurer 5.0 0.0 X X 0 0 0 Evan Stouten State Vice President 1.0 0.0 X 0 0 0 Richard L Suhre At-Large Member 1.0 0.0 X 0 0 0 Harold Sumerford Jr At-Large Member 1.0 0.0 X 0 0 0 Peter Sumerford State Vice President 1.0 0.0 X 0 0 0 Aaron Tennant At-Large Member 1.0 0.0 X 0 0 0 Pat Thomas Chairman 20.0 0.0 X X 0 0 0 Keith Tuttle At-Large Member 1.0 0.0 X 0 0 0 William A Usher Jr At-Large Member 1.0 0.0 X 0 0 0 Charles A Van Zoeren Emeritus Member 1.0 0.0 X 0 0 0 Stephen Wadhams State Vice President 1.0 0.0 X 0 0 0 Joel Wallace At-Large Member 1.0 0.0 X 0 0 0 James E Ward At-Large Member 1.0 0.0 X 0 0 0 Scott Ware Carrier Policy Committee Chair 5.0 0.0 X 0 0 0 Donna Weinrich-Lucht State Vice President 1.0 0.0 X 0 0 0 James L Welch At-Large Member 1.0 0.0 X 0 0 0 Arnold F Wellman Emeritus Member 1.0 0.0 X 0 0 0 John White At-Large Member 1.0 0.0 X 0 0 0 Charles L Whittington Past Chairman 1.0 0.0 X 0 0 0 John S Whittington Conference Vice President 1.0 0.0 X 0 0 0 David R Williams Carrier Policy Committee Chair 5.0 0.0 X 0 0 0 Dennis H Williams At-Large Member 1.0 0.0 X 0 0 0 James C Williams At-Large Member 1.0 0.0 X 0 0 0 Steve Williams Past Chairman 1.0 0.0 X 0 0 0 Michael P Wilson State Vice President 1.0 0.0 X 0 0 0 Barbara J Windsor Past Chairman 1.0 0.0 X 0 0 0 Thomas Witt Conference Vice President 1.0 0.0 X 0 0 0 Larry Woolson Carrier Policy Committee Chair 5.0 0.0 X 0 0 0 Robert A Young III Emeritus Member 1.0 0.0 X 0 0 0 William Graves President and CEO 30.0 10.0 X 1273870 0 32411 Karla Hulett Executive Vice President & COO 30.0 10.0 X 463231 0 20957 David J Osiecki Executive Vice President 40.0 0.0 X 445632 0 31975 Jeff Mason Executive Vice President 40.0 0.0 X 384743 0 11624 David T Brodie Senior Vice President 40.0 0.0 X 327713 0 32436 Prasad Sharma Senior VP & General Counsel 30.0 10.0 X 232895 0 28162 Warren E Hoemann Senior Vice President 40.0 0.0 X 235657 0 26644 Kay Perkins Senior Vice President 40.0 0.0 X 223355 0 18453 Carl Kirk Vice President 40.0 0.0 X 215991 0 18839 Rebecca Brewster Senior Vice President 0.0 40.0 X 321445 0 32104 Christopher Spear Senior Vice President 40.0 0.0 X 238302 0 22970 Robert Costello Senior Vice President 40.0 0.0 X 239091 0 18412 Richard Pianka Vice President 20.0 20.0 X 231044 0 16479 Elizabeth Barna Senior Vice President 40.0 0.0 X 213278 0 15039 5046247 0 326505 64 false true false PUBLISHERS PRESS INCORPORATED PO BOX 37500 LOUISVILLE KY 40233 PUBLISHING 941564 STORY PARTNERS LLC 1000 POTOMAC STREET NW SUITE 102 WASHINGTON DC 20007 CONSULTING 587118 PERSONIFY INC 1919 GALLOWS ROAD SUITE 400 VIENNA VA 22182 SOFTWARE DEVEOPMENT 312623 LEADING AUTHORITIES INC 1990 M STREET NW SUITE 800 WASHINGTON DC 20036 SPEAKER SERVICES 285398 MCBEE STRATEGIC 455 MASSACHUSETTS AVE NW 12TH FL WASHINGTON DC 20001 CONSULTING 240000 13 23091 650413 673504 MEMBERSHIP DUES 900099 19541408 19541408 PERIODICALS 541800 9937345 1353749 8583596 MEETINGS 900099 9295018 9295018 SPONSORSHIPS 900099 190147 190147 SUBSCRIPTIONS 511120 57518 57518 39021436 489001 489001 0 1354443 1354443 2087088 1981466 105622 0 105622 28864 76758 7203836 1169 6661907 541929 1169 543098 543098 0 0 940512 264013 676499 655644 20855 CONFERENCE SERVICES 561499 199112 199112 MISCELLANEOUS 900099 132 132 199244 43062847 31292728 8633315 2463300 782635 0 0 0 4024588 0 15073608 443976 2777869 1262604 0 44827 143852 444345 0 53878 2374387 479259 1740736 660864 0 2736820 1789236 0 4687332 216564 0 2226189 206105 PRINTING & PUBLICATIONS 1052819 MEMBER RELATED SERVICES 398873 BAD DEBT EXPENSE 257598 MEMBERSHIP DUES 149134 23000 44051098 4003756 4154959 0 0 0 0 4414911 4298486 0 0 0 0 0 0 176617 177761 4978740 4859202 47105418 17260535 31835707 29844883 21332266 20760050 0 0 0 0 0 0 0 0 66741997 64095341 16832254 16830003 0 0 8305041 8855749 0 0 1591278 1591278 0 0 8431892 7503627 0 0 5207423 4869559 40367888 39650216 X 23038029 21580655 3336080 2864470 0 0 26374109 24445125 66741997 64095341 X -988251 -1485008 544275 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200170 false false false 19541408 2218678 2218678 2735797 -517119 CAMPAIGN ACTIVITY PART I-A, LINE 1 THE AMERICAN TRUCKING ASSOCIATIONS, INC.'S INDIRECT POLITICAL CAMPAIGN ACTIVITIES CONSIST OF PROVIDING FACILITIES AND CATERING SERVICES TO THE ATA TRUCK PAC FOR THEIR EVENTS. TREAS. REG. SEC. 1.527-6(B)(1)(I) PROVIDES THAT A SECTION 501(C) ORGANIZATION'S EXPENDITURES WHICH ARE OTHERWISE PERMITTED UNDER THE FEDERAL ELECTION CAMPAIGN ACT (FECA) OR SIMILAR STATE STATUTE ARE FOR AN EXEMPT FUNCTION ONLY TO THE EXTENT PROVIDED IN TREAS. REG. SEC. 1.527-6(B)(3). TREAS. REG. SEC. 1.527-6(B)(3) HAS BEEN RESERVED (I.E., NO REGULATIONS HAVE BEEN PROMULGATED UNDER THIS SECTION). T.D. 7744 STATES THAT WHEN FINAL REGULATIONS ARE ISSUED UNDER THIS SECTION, THEY WILL BE APPLIED ON A PROSPECTIVE BASIS IF TAXPAYERS ARE ADVERSELY AFFECTED. PERMITTED ACTIVITIES OF A CORPORATION UNDER THE FECA INCLUDE, AMONG OTHER THINGS, PAYING THE COSTS OF ESTABLISHING A SEPARATE SEGREGATED FUND AND SOLICITING CONTRIBUTIONS TO SUCH FUND (SUBJECT TO VARIOUS RESTRICTIONS), COMMUNICATIONS WITH MEMBERS ABOUT CANDIDATES FOR PUBLIC OFFICE (IN THE CASE OF A MEMBERSHIP CORPORATION), AND ENGAGING IN CERTAIN NONPARTISAN ACTIVITIES DURING A POLITICAL CAMPAIGN SUCH AS VOTER REGISTRATION DRIVES. UNDER THE CURRENT REGULATIONS, IF A SECTION 501(C)(6) ORGANIZATION INCURS INDIRECT EXPENSES, SUCH AS EXPENSES INCURRED IN SOLICITING CONTRIBUTIONS TO A PAC, THE IRS WILL NOT IMPOSE TAX ON SUCH EXPENDITURES UNDER SECTION 527(F)(1) OR REQUIRE THE ORGANIZATION TO REPORT SUCH EXPENDITURES ON FORM 1120-POL. false true X 150204 150204 28252504 5832467 22420037 11788452 6531946 5256506 1567326 1386388 180938 5346932 3509734 1837198 29844883 0 DEFERRED RENT EXPENSE 4485357 CAPITAL LEASE LIABILITY 101773 PAYABLE TO RELATED ORGANIZATIONS 282429 4869559 X ESCROW AGREEMENT SCHEDULE D, PART IV, LINE 2B A REAL ESTATE SALE AGREEMENT REQUIRED ATA TO DEPOSIT FUNDS IN A SOIL MANAGEMENT ESCROW ACCOUNT HELD IN TRUST BY A LEGAL FIRM TO PAY HALF OF THE EXPENSES RELATING TO SOIL REMOVAL, TESTING AND DISPOSAL ON PREVIOUSLY OWNED PROPERTY. FIN 48 (ASC 740) FOOTNOTE SCHEDULE D, PART X, LINE 2 THE AMERICAN TRUCKING ASSOCIATIONS' (ATA) ACCOUNTING POLICY FOR EVALUATING UNCERTAIN TAX POSITIONS IS TO RECOGNIZE TAX POSITIONS IF THEY WILL MORE LIKELY THAN NOT BE ULTIMATELY REALIZED. ATA DOES NOT BELIEVE THERE ARE ANY UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT SHOULD BE RECORDED. IN THE EVENT ATA WERE TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IT WOULD BE RECOGNIZED IN THE FINANCIAL STATEMENTS AS AN INCOME TAX EXPENSE. TAX YEARS 2012 THROUGH 2015 ARE OPEN TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES. THERE ARE NO INCOME TAX EXAMINATIONS CURRENTLY IN PROCESS. AMERICAN TRANSPORTATION RESEARCH INSTITUTE 950 N GLEBE ROAD SUITE 210 ARLINGTON VA 22203 532039775 501(c)(3) 558500 CONTRIBUTION CONTRIBUTION CONTRIBUTION CONTRIBUTION CONTRIBUTION CONTRIBUTION CONTRIBUTION CONTRIBUTION CONTRIBUTION CONTRIBUTION CONTRIBUTION AMERICAN HIGHWAY USERS ALLIANCE PO BOX 34523 WASHINGTON DC 20043 530186334 501(c)(6) 37200 CONTRIBUTION RHODE ISLAND TRUCKING ASSOCIATION 660 ROOSEVELT AVE PAWTUCKET RI 028601008 050209060 501(c)(6) 35000 CONTRIBUTION WEST VIRGINIA TRUCKING ASSOCIATION 2006 KANAWHA BLVD E CHARLESTON WV 25311 550307300 501(c)(6) 20000 CONTRIBUTION COALITION FOR EFFICIENT & RESPONSIBLE TRUCKING INC PO BOX 66361 SUITE 900 WASHINGTON DC 200356361 471757789 501(c)(4) 18000 CONTRIBUTION MISSISSIPPI TRUCKING ASSOCIATION 825 N PRESIDENT STREET SUITE 175 JACKSON MS 39202 640207237 501(c)(6) 15000 CONTRIBUTION COLORADO MOTOR CARRIERS ASSOCIATION 4060 ELATI STREET SUITE 110 DENVER CO 80216 840173534 501(c)(6) 10000 CONTRIBUTION SOUTH CAROLINA TRUCKING ASSOCIATION 2425 DEVINE STREET PO BOX 50166 COLUMBIA SC 292500166 570213530 501(c)(6) 10000 CONTRIBUTION COMMERICAL VEHICLE SAFETY ALLIANCE 1101 17TH STREET NW SUITE 803 WASHINGTON DC 20036 911212247 501(c)(3) 10000 CONTRIBUTION TEXAS MOTOR TRANSPORTATION ASSOCIATION 700 EAST 11TH STREET SUITE 185 AUSTIN TX 78701 740941355 501(c)(6) 10000 CONTRIBUTION OHIO TRUCKING ASSOCIATION 21 EAST STATE STREET SUITE 900 COLUMBUS OH 43215 314268450 501(c)(6) 7500 CONTRIBUTION 2 9 GRANTS AND ASSISTANCE SCHEDULE I, PART II THE AMERICAN TRANSPORTATION ASSOCIATIONS, INC. DOES NOT GIVE GRANTS TO THIRD PARTIES. THE AMOUNTS LISTED ON PART II ARE CONTRIBUTIONS TO THE LISTED ORGANIZATIONS. X X X X true true X X X X false false false William Graves President and CEO 993011 0 265892 0 14967 0 9446 0 22965 0 1306281 0 0 Karla Hulett Executive Vice President & COO 362784 0 90000 0 10447 0 7950 0 13007 0 484188 0 0 David J Osiecki Executive Vice President 354390 0 90000 0 1242 0 9269 0 22706 0 477607 0 0 Jeff Mason Executive Vice President 292427 0 90000 0 2316 0 7779 0 3845 0 396367 0 0 David T Brodie Senior Vice President 276456 0 47066 0 4191 0 9105 0 23331 0 360149 0 0 Prasad Sharma Senior VP & General Counsel 231769 0 649 0 477 0 7801 0 20361 0 261057 0 0 Warren E Hoemann Senior Vice President 229238 0 2500 0 3919 0 7569 0 19075 0 262301 0 0 Kay Perkins Senior Vice President 217721 0 2500 0 3134 0 7800 0 10653 0 241808 0 0 Carl Kirk Vice President 203134 0 10000 0 2857 0 8708 0 10131 0 234830 0 0 Rebecca Brewster Senior Vice President 285203 0 35000 0 1242 0 9397 0 22707 0 353549 0 0 Christopher Spear Senior Vice President 237663 0 16 0 623 0 6756 0 16214 0 261272 0 0 Robert Costello Senior Vice President 235810 0 2500 0 781 0 8096 0 10316 0 257503 0 0 Richard Pianka Vice President 220331 0 10000 0 713 0 6401 0 10078 0 247523 0 0 Elizabeth Barna Senior Vice President 202428 0 10000 0 850 0 5675 0 9364 0 228317 0 0 CHAIRMAN TRAVEL PART I, LINE 1A THE CHAIRMAN AND CHAIRMAN'S SPOUSE MAY TRAVEL FIRST CLASS DUE TO HEAVY TRAVEL SCHEDULES. THE POSITION IS AN UNPAID ONE YEAR POSITION. PRESIDENT TRAVEL PART I, LINE 1A THE PRESIDENT & CEO MAY TRAVEL FIRST CLASS DUE TO A HEAVY TRAVEL SCHEDULE. SPOUSE TRAVEL PART I, LINE 1A THE PRESIDENT & CEO'S SPOUSE MAY TRAVEL FIRST CLASS TO MEETINGS FOR BUSINESS PURPOSES. GOLF DUES PART I, LINE 1A THE PRESIDENT & CEO'S GOLF CLUB DUES ARE PAID FOR BUSINESS PURPOSES. PERSONAL USE IS REPORTED FOR TAXABLE PURPOSES. SERVICE AWARDS PART I, LINE 1A SERVICE AWARDS TO ALL STAFF ARE GROSSED UP FOR TAXES. ONE OF THE LISTED EMPLOYEES RECEIVED SERVICE AWARDS. RELATIONSHIPS FORM 990, PART VI, LINE 2 - DUANE W. ACKLIE AND TONN OSTERGARD HAVE A BUSINESS RELATIONSHIP AND A FAMILY RELATIONSHIP. - ANDREW T. BOYLE AND MARC D. BOYLE HAVE A FAMILY RELATIONSHIP. - DANIEL E. ENGLAND AND WILLIAM K. ENGLAND HAVE A FAMILY RELATIONSHIP. - PHILIP SCOTT GEORGE AND DAVID MANNING HAVE A BUSINESS RELATIONSHIP. - JOSEPH A. GREENSTEIN AND JOHN ROSWICK HAVE A BUSINESS RELATIONSHIP. - D. MITCHELL JACKSON AND MICHAEL L. DUCKER HAVE A BUSINESS RELATIONSHIP. - WILLIAM E. JAYNE, JR. AND WILLIAM E. JAYNE, III HAVE A FAMILY RELATIONSHIP. - KEVIN LHOTAK, DAVID MANNING AND RANDY GUILLOT HAVE A BUSINESS RELATIONSHIP. - JUDY R. MCREYNOLDS, J. LAVON MORTON AND ROBERT YOUNG, III HAVE A BUSINESS RELATIONSHIP. - GREGORY L. OWEN AND JUDY R. MCREYNOLDS HAVE A BUSINESS RELATIONSHIP. - BARRY E. POTTLE AND CHELSEA POTTLE DEMMONS HAVE A FAMILY RELATIONSHIP. - LEE PHILIP SHAFFER AND DENNIS NASH HAVE A BUSINESS RELATIONSHIP. - JAMES E. WARD AND DONALD BOWMAN HAVE A BUSINESS RELATIONSHIP. - LARRY WOOLSON, EVERETT ROEHL, RICHARD ROEHL, AND THOMAS WITT HAVE A BUSINESS RELATIONSHIP. MEMBERS FORM 990, PART VI, LINE 6 THE AMERICAN TRUCKING ASSOCIATION, INC. IS A TRADE ASSOCIATION CONSISTING OF DUES PAYING MEMBERS. ELECTING A GOVERNING BOARD FORM 990, PART VI, LINE 7A THE AMERICAN TRUCKING ASSOCIATIONS, INC. (ATA) BOARD OF DIRECTORS, AS OF DECEMBER 31, 2015, CONSISTS OF ONE HUNDRED THIRTY-FOUR MEMBERS PLUS TWENTY-TWO EMERITUS MEMBERS FOR A TOTAL OF ONE HUNDRED FIFTY-SIX VOTING MEMBERS. SIXTY-SEVEN OFFICERS AND VICE PRESIDENTS AT LARGE ARE ELECTED BY THE BOARD ITSELF ANNUALLY. FIFTEEN COMMITTEE CHAIRS ARE APPOINTED ANNUALLY BY THE CHAIRMAN, WHO SERVES A ONE YEAR TERM. FIFTY-EIGHT STATE ASSOCIATIONS, AFFILIATED CONFERENCES REPRESENTING INDUSTRY SEGMENTS, AND OTHER RELATED ORGANIZATIONS EACH ELECT ONE ATA MEMBER AS THEIR REPRESENTATIVE TO THE BOARD. EMERITUS MEMBERS ARE EX-OFFICIO LIFETIME MEMBERS. FORM 990 REVIEW FORM 990, PART VI, LINE 11B DRAFT VERSIONS OF THE 990 TAX RETURNS ARE REVEWED BY THE CHIEF FINANCIAL OFFICER OF THE ORGANIZATION AND THEN FORWARDED TO AN INDEPENDENT ACCOUNTING FIRM FOR REVIEW. FINAL DRAFTS ARE GIVEN TO THE MANAGEMENT COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. THE MANAGEMENT COMMITTEE IS AUTHORIZED BY THE 156 MEMBER BOARD TO ACT ON ALL FINANCIAL AND ADMINISTRATIVE AFFAIRS OF THE ORGANIZATION. THE RETURN IS THEN MADE AVAILABLE TO ALL BOARD MEMBERS ON THEIR WEB PAGE. CONFLICT OF INTEREST FORM 990, PART VI, LINE 12C THE AMERICAN TRUCKING ASSOCIATIONS, INC. REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ALL CONTRACTS GO THROUGH AN EXTENSIVE REVIEW PROCESS. ALL ACCOUNTS PAYABLE CHECKS ARE REVIEWED AND APPROVED BY EITHER THE CHIEF FINANCIAL OFFICER OR THE ASSISTANT CONTROLLER BEFORE THEY ARE RELEASED. 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. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, SECTION B, LINES 15A AND 15B THE AMERICAN TRUCKING ASSOCIATIONS (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 CEO'S 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. AVAILABILITY OF GOVERNING DOCUMENTS TO THE PUBLIC FORM 990, PART VI, LINE 19 THE AMERICAN TRUCKING ASSOCIATIONS, INC. MAKES GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY AVAILABLE TO THE BOARD MEMBERS. THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE TO STAFF AND GOVERNING DOCUMENTS ARE AVAILABLE TO MEMBERS. TAX RETURNS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. RECONCILIATION OF NET ASSETS Form 990, Part XI, line 9 Change in value of Pension Equity Charge.............. $544,275 American Transportation Research Institu 950 N Glebe Road Ste 210 Arlington VA 22203 542039775 Research VA 501 (C)(3) 7 ATA true ATA Services Inc and Subsidiary 950 N Glebe Road Ste 210 Arlington VA 22203 521066416 Computer Serv VA NA C Corp 1.00000 true false true false false false false false false false false false true false false true false true false false AMERICAN TRANSPORTATION RESEARCH INSTITUTE b 558500 ACTUAL CONTRIB AMERICAN TRANSPORTATION RESEARCH INSTITUTE l 200000 BUDGETED FEE AMERICAN TRANSPORTATION RESEARCH INSTITUTE o 1064394 ACTUAL COSTS AMERICAN TRANSPORTATION RESEARCH INSTITUTE q 2238051 ACTUAL TRANSFER