2015-11-13T13:01:48-06:00 2014-12-31 KPMG LLP 1676 International Drive McLean VA 22102 990 2014-01-01 542039775 AMERICAN TRANSPORTATION RESEARCH INSTITUTE % JAMES R DUCKWORTH AMER 7038381959 950 N GLEBE ROAD SUITE 210 ARLINGTON VA 222034181 WILLIAM GRAVES PRESIDENT AND CEO 7038381959 2015-11-06 true WHITNEY E BLAIR P01226647 7032868000 2014 2016-04-25 22:37:26Z REBECCA BREWSTER 950 N GLEBE ROAD SUITE 210 ARLINGTON VA 222034181 3011827 false X http://www.atri-online.org X 2001 VA THE MISSION OF THE AMERICAN TRANSPORTATION RESEARCH INSTITUTE IS TO PERFORM EDUCATIONAL AND SCIENTIFIC RESEARCH IN THE FIELD OF TRANSPORTATION. 17 15 0 15 0 0 2094414 2972152 37536 38451 824 724 1500 500 2134274 3011827 67500 16750 0 0 992942 995326 0 0 4080 1058879 1028616 2119321 2040692 14953 971135 952150 896062 1067088 39865 -114938 856197 THE AMERICAN TRANSPORTATION RESEARCH INSTITUTE'S PRIMARY MISSION IS TO CONDUCT RESERCH IN THE FIELD OF TRANSPORTATION, WITH AN EMPHASIS ON THE TRUCKING INDUSTRY'S ESSENTIAL ROLE IN A SAFE, EFFICIENT, AND VIABLE TRANSPORTATION SYSTEM. false false 1389237 THE ORGANIZATION PERFORMED WORK ON VARIOUS GOVERNMENT SPONSORED, TRANSPORTATION RELATED RESEARCH CONTRACTS. 246003 16750 38951 THE ORGANIZATION PERFORMED WORK ON VARIOUS BOARD APPROVED, INDUSTRY FUNDED RESEARCH AND DEVELOPMENT PROJECTS. 1635240 true true false false false false false false false false false false false false false true true true false false true false false false false false false true false true false false false false false false false false false false false false false true false true false true 0 0 true 0 false false false false false false false false false false X 17 15 true false false false false false false true true false true true false true true true true true true true false X JAMES R DUCKWORTH 7038381959 950 N GLEBE ROAD SUITE 210 ARLINGTON VA 22203 X Michael S Card Director 1.0 0.0 X 0 0 0 Edward B Crowell Director 1.0 0.0 X 0 0 0 Richard Joseph Freeland Director 1.0 0.0 X 0 0 0 Hugh Fugleberg Director 1.0 0.0 X 0 0 0 Jack Holmes Director 1.0 0.0 X 0 0 0 David Huneryager Director 1.0 0.0 X 0 0 0 Christopher B Lofgren PhD Director 1.0 0.0 X 0 0 0 William J Logue Director 1.0 0.0 X 0 0 0 Jeffrey McCaig Director 1.0 0.0 X 0 0 0 Gregory L Owen Director 1.0 0.0 X 0 0 0 Annette M Sandberg Director 1.0 0.0 X 0 0 0 Douglas W Stotlar Director 1.0 0.0 X 0 0 0 Steve Williams Director 1.0 0.0 X 0 0 0 Judy R McReynolds Chairman 5.0 0.0 X X 0 0 0 Ludvik Koci Treasurer 2.0 0.0 X X 0 0 0 Rebecca Brewster President & COO 40.0 0.0 X X 0 283414 28491 William Graves Vice Chairman 5.0 35.0 X X 0 1666072 31078 Karla Hulett Chief Financial Officer 5.0 35.0 X 0 387194 18633 Daniel Murray Vice President 40.0 0.0 X 0 175514 6962 Jeffrey Short Senior Research Associate 40.0 0.0 X 0 110784 22000 0 2622978 107164 0 false true false OMNITRACS LLC FILE NO 54210 LOS ANGELES CA 900744210 DATA PROVIDER 255000 PEOPLENET INC 1107 HAZELTINE BOULEVARD SUITE 350 CHASKA MN 55318 DATA PROVIDER 205300 2 1229910 1389237 353005 2972152 CONTRACTS 541700 38451 38451 38451 724 724 0 0 0 0 0 0 0 0 0 0 DATA PRODUCTS 541700 500 500 500 3011827 38951 0 724 16750 16750 0 0 0 311905 97947 211657 2301 0 544435 530621 13534 280 0 138986 135459 3456 71 0 0 0 10885 10885 0 0 0 10963 10059 904 3682 325 3357 29756 14296 15414 46 14063 12628 1420 15 0 62649 48090 14392 167 116540 57271 58602 667 0 26806 6753 20053 0 0 0 0 CONTRACTS & RESEARCH 536924 536924 ADMINISTRATIVE BILLBACKS 200000 153523 45944 533 PRINTING & PUBLICATIONS 16348 14594 1754 2040692 1635240 401372 4080 0 0 516844 485833 29100 34850 401099 362267 0 0 0 0 0 0 0 0 5107 13112 0 0 0 0 0 0 0 0 0 0 0 952150 896062 65706 10851 0 0 62465 29014 0 0 0 0 0 0 0 0 0 0 938917 0 1067088 39865 X -114938 856197 0 0 0 0 -114938 856197 952150 896062 971135 X false true X true false X 1977212 2133761 1932835 2094414 2972152 11110374 0 0 1977212 2133761 1932835 2094414 2972152 11110374 2834590 8275784 1580 1321 824 824 724 5273 0 0 11115647 154767 0.74452 0.75900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X 3011827 3011827 3011827 2040692 2040692 2040692 FIN 48 (ASC 740) Footnote SCHEDULE D, PART X, LINE 2 ATRI'S ACCOUNTING POLICY FOR EVALUATING UNCERTAIN TAX POSITIONS IS TO RECOGNIZE TAX POSITIONS IF THEY WILL MORE LIKELY THAN NOT BE ULTIMATELY REALIZED. ATRI DOES NOT BELIEVE THERE ARE ANY UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT SHOULD BE RECORDED. IN THE EVENT ATRI 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 2011 THROUGH 2014 ARE OPEN TO EXAMININATION BY THE FEDERAL AND STATE TAXING AUTHORITIES, RESPECTIVELY. THERE ARE NO INCOME TAX EXAMINATIONS CURRENTLY IN PROCESS. North America Program Services RESEARCH ANALYSIS false false false false false false ACTIVITIES CONDUCTED OUTSIDE THE UNITED STATES 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. TRANSPORTATION RESEARCH BOARD LOCKBOX 289 WASHINGTON DC 20055 530196932 501(c)(3) 14250 RESEARCH CONTRIBUTION 1 GRANTS AND ASSISTANCE SCHEDULE I, PART 1, 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. false false false false false false false false false Rebecca Brewster President & COO 0 274672 0 7500 0 1242 0 9224 0 19267 0 311905 0 0 William Graves Vice Chairman 0 861325 0 789923 0 14824 0 9272 0 21806 0 1697150 0 0 Karla Hulett Chief Financial Officer 0 294872 0 90000 0 2322 0 7800 0 10833 0 405827 0 0 Daniel Murray Vice President 0 168697 0 6023 0 794 0 5885 0 1077 0 182476 0 0 COMPENSATION Schedule J, 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 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. BUSINESS RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2 HUGH FUGLEBERG, JEFFERY J. MCCAIG AND STEVE WILLIAMS HAVE A BUSINESS RELATIONSHIP. GREGORY L. OWEN AND JUDY R. McREYNOLDS HAVE A BUSINESS RELATIONSHIP. FORM 990 REVIEW 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 SENIOR VICE PRESIDENT & CONTROLLER OF THE ORGANIZATIONS 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. MONITORING AND ENFORCING COMPLIANCE WITH POLICIES 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. ALL ACCOUNTS PAYABLE CHECKS ARE REVIEWED AND APPROVED BY EITHER THE SENIOR VICE PRESIDENT & CONTROLLER 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 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 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, SECTION C, LINES 18 AND 19 THE AMERICAN TRANSPORTATION RESEARCH INSTITUTE (ATRI) MAKES GOVERNING DOCUMENTS, FINANCIAL STATEMENT 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 UPON REQUEST. 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