2013-02-20T14:21:50-06:00 2011-12-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2011-01-01 237058143 NATIONAL BUSINESS TRAVEL ASSOCIATION INC DBA GLOBAL BUSINESS TRAVEL ASSOCIATION NATI 7036840836 123 N PITT ST ALEXANDRIA VA 22314 HEMALI SHAH 7036840836 2013-02-19 1 KAREN GRIES P00078514 5712279500 2011 2016-02-25 16:41:14Z GLOBAL BUSINESS TRAVEL ASSOCIATION JIM MCMULLAN 123 N PITT ST ALEXANDRIA VA 22314 14396379 0 X WWW.GBTA.ORG X 1968 NY NATIONAL BUSINESS TRAVEL ASSOCIATION, INC. IS THE VOICE OF BUSINESS TRAVEL MANAGEMENT. 13 12 57 230 297148 20578 0 0 11772084 14069515 113774 98965 422010 227899 12307868 14396379 100000 100000 0 0 3654710 5364562 0 0 0 8343509 10545901 12098219 16010463 209649 -1614084 11661074 11081824 3469438 4791794 8191636 6290030 X NATIONAL BUSINESS TRAVEL ASSOCIATION, INC. IS THE COLLECTIVE & AUTHORITATIVE VOICE OF BUSINESS TRAVEL MANAGEMENT. WE PROVIDE A FORUM FOR THE CONSTRUCTIVE EXCHANGE OF INFORMATION & IDEAS AMONG MEMBERS. WE ARE DEDICATED TO ENHANCING THE EDUCATIONAL ADVANCEMENT & IMAGE OF THE PROFESSION & OUR MEMBERS. 0 0 CONFERENCES & MEETINGS - THE BUSINESS TRAVEL EVENT OF THE YEAR (SM) WITH MORE THAN 6,000 ATTENDEES, IS THE LARGEST MOST COMPREHENSIVE ANNUAL GATHERING OF BUSINESS TRAVEL AND MEETING MANAGERS, MEETING PLANNERS, PROCUREMENT PROFESSIONALS AND SUPPLIERS ANYWHERE ON THE PLANET. FEATURES MORE THAN 60 INDUSTRY LEADING EDUCATION SESSIONS IN 15 SPECIALIZED TRACKS GEARED TO SPECIFIC LEVELS OF EXPERIENCE AND A VARIETY OF DICIPLINES. COMPARE SERVICES, ASK QUESTIONS, PREVIEW NEW PRODUCTS, AND MEET ONE-ON-ONE WITH POTENTIAL VENDORS AT THE EXPOSITION. ENJOY THE FUN, FRIENDLY AND PRODUCTIVE BUSINESS NETWORK. EDUCATION PROGRAMS - CCTE PROGRAM, CONSISTING OF 2 CORE WEEKS OF CLASSES AND 5 ONE-DAY ELECTIVES, IS DESIGNED FOR BUSINESS TRAVEL MANAGEMENT PROFESSIONALS WHO WANT TO ENHANCE THEIR KNOWLEDGE, SKILLS AND PRODUCTIVITY. THE CCTE PROGRAM ADDS TO THE INDIVIDUAL'S EXPERTISE IN DEVELOPING AND MANAGING CORPORATE TRAVEL PROGRAMS. TODAY'S CORPORATE SUCCESS DEPENDS ON ADAPTING TO THE CHANGING GLOBAL BUSINESS ENVIRONMENT AND USING CORPORATE TRAVEL AS A STRATEGIC TOOL. CORPORATE TRAVEL MANAGERS MUST RETHINK AND REALIGN THEIR ROLES AND PROGRAMS. THEY NEED THE KIND OF VALUE-ADDED TRAINING THAT IS THE CORNERSTONE OF THE CCTE PROGRAM. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 X 74 0 57 1 1 1 1 AS CA MX UK 0 0 0 1 0 X 13 12 0 0 0 0 1 1 1 1 1 0 1 1 1 1 0 1 0 1 1 1 1 1 VA X X HEMALI SHAH 7036840836 123 N PITT ST ALEXANDRIA VA 22314 JIM MCMULLAN 3.00 X X 0 0 0 KEVIN MACQUIRE 3.00 X X 0 0 0 CRAIG BANIKOWSKI 3.00 X X 0 0 0 SCOTT A SOLOMBRINO 3.00 X 0 0 0 JOE CARINO JR 3.00 X 0 0 0 CHRISTE JOHNSON 3.00 X 0 0 0 DONNA KELLIHER 3.00 X 0 0 0 MAYLENA BURCHFIELD 3.00 X 0 0 0 PAM MCTEER 3.00 X 0 0 0 DOUG PAYNE 3.00 X 0 0 0 SHARON FOGARTY 3.00 X 0 0 0 DENISE TRUSO 3.00 X 0 0 0 DOUGLAS WEEKS 3.00 X 0 0 0 MICHAEL W MCCORMICK 50.00 X 569375 0 33616 DIANE DICKSON-YOUNG 50.00 X 161648 0 26131 DAPHNE BRYANT 50.00 X 204961 0 35913 ELIZABETH HUH 50.00 X 160062 0 12023 ZANE KERBY 50.00 X 247091 0 26950 EDWARD SILVER 50.00 X 248245 0 24474 JOSEPH BATES 50.00 X 117250 0 0 CHRISTINE DELOREZO 50.00 X 118634 0 12729 SALLIE DIETZ 50.00 X 149041 0 14535 JOHN LI 50.00 X 117244 0 0 HENRY ROEDER 50.00 X 144556 0 15901 2238107 0 202272 11 0 1 0 KELLER AND HECKMAN LLC 1001 G ST NW WASHINGTON DC 20006 LEGAL 518290 FREEMAN AV PO BOX 650519 DALLAS TX 72565 AV PRODUCTION 439493 WASHINGTON SPEAKERS BUREAU PO BOX 34948 ALEXANDRIA VA 22314 SPEAKERS 399799 SLOAN & COMPANY 7 TIMES SQUARE TOWER NY NY 10036 PUBLIC RELATIONS 234118 PORTAL SOLUTIONS 2301 RESEARCH BLVD STE 105 ROCKVILLE MD 20852 IT 187891 6 CONFERENCE & SEMINARS 900099 12165136 12043729 121407 MEMBERSHIP DUES 900099 1171202 1171202 EDUCATION PROGRAMS 900099 733177 733177 14069515 98965 98965 MISCELLANEOUS REVENUE 900099 114401 52158 62243 ADVERTISING 900099 113498 113498 227899 14396379 14000266 297148 98965 100000 1821124 2250200 995261 297977 645165 55316 1755197 440325 346782 989634 359320 703270 1778484 119007 184284 45735 FOOD & BEVERAGE 1031650 OTHER EXPENSES 523828 STAGING AND PRODUCTION 416871 OTHER PERSONNEL COSTS 301155 849878 16010463 -1 1022624 1212726 550895 310512 414765 799985 1732141 513169 381377 1218972 8227641 5948905 415000 424000 458671 1356826 11661074 11081824 731727 915005 5000 2532239 2351603 200472 1525186 3469438 4791794 X 8191636 6290030 8191636 6290030 11661074 11081824 X -1614084 -287522 X 0 1 1 X 0 0 0 1 1005714 206649 142456 349105 108114 240991 499709 7548 492161 312256 159144 153112 920176 346477 573699 1218972 DUE FROM RELATED ORGANIZATIONS 1107504 SECURITY DEPOSIT 158238 CASH SURRENDER VALUE OF LIFE INSURANCE 91084 1356826 DEFERRED COMPENSATION LIABILITY 23295 DEFERRED LEASE INCENTIVE 315548 SETTLEMENT OBLIGATION 535000 DEFERRED DUES 647707 125 PLAN WITHHELD 3636 1525186 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATIONS EVALUATED THEIR TAX POSITIONS AND DETERMINED THAT THEIR POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE ORGANIZATIONS' 2008, 2009, AND 2010 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. THE ASSOCIATION AND THE FOUNDATION FILE AS TAX EXEMPT ORGANIZATIONS; SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION WOULD BE SUBJECT TO REVIEW BY THE IRS. EAST ASIA AND THE PACIFIC - 0 1 PROGRAM SERVICES EDUCATION, CONFERENCES 224339 EUROPE (INCLUDING ICELAND & GREENLAND) - 0 0 PROGRAM SERVICES EDUCATION, CONFERENCES 1077434 NORTH AMERICA - CANADA AND MEXICO 0 2 PROGRAM SERVICES EDUCATION, CONFERENCES 530549 0 3 0 0 0 3 1832322 0 1832322 0 0 0 0 0 0 1 NBTA FOUNDATION 123 N PITT STREET ALEXANDRIA VA 22314 133505379 501 (C)(3) 100000 ORGANIZATIONAL SUPPORT 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: NATIONAL BUSINESS TRAVEL ASSOCIATION, INC. (NBTA) MAINTAINS A COPY OF THE CONTRACT SIGNED BY BOTH NBTA AND NBTA FOUNDATION. NBTA'S TOP FINANCIAL OFFICER MAINTAINS THE BOOKS OF NBTA FOUNDATION AND REVIEWS ALL EXPENSES. X X X X X X 0 1 0 MICHAEL W MCCORMICK 469375 0 100000 0 0 0 0 0 33616 0 602991 0 0 0 DIANE DICKSON-YOUNG 147500 0 14148 0 0 0 0 0 26131 0 187779 0 0 0 DAPHNE BRYANT 167749 0 37212 0 0 0 0 0 35913 0 240874 0 0 0 ELIZABETH HUH 144200 0 15862 0 0 0 0 0 12023 0 172085 0 0 0 ZANE KERBY 220420 0 26671 0 0 0 0 0 26950 0 274041 0 0 0 EDWARD SILVER 221450 0 26795 0 0 0 0 0 24474 0 272719 0 0 0 SALLIE DIETZ 133916 0 15125 0 0 0 0 0 14535 0 163576 0 0 0 HENRY ROEDER 128953 0 15603 0 0 0 0 0 15901 0 160457 0 0 0 PART I, LINE 4B ZANE KERBY 457F AND 457B PLANS - $10,000 SCOTT SOLOMBRINO BOARD MEMBER 50100 SPONSORSHIP RECEIVABLE AT 12/31/10 FROM BOARD MEMBER'S COMPANY 0 SCOTT SOLOMBRINO BOARD MEMBER 71815 LIMOUSINE SERVICES 0 0 FORM 990, PART VI, SECTION A, LINE 1 WHEN THE FULL BOD IS NOT IN SESSION, THE ORGANZIATION'S EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD, AFTER WHICH SUCH ACTION, THE COMMITTEE MUST NOTIFY THE FULL BOD WITHIN 10 DAYS, THE EXECUTIVE COMMITTEE ALSO REVIEWS ANNUALLY THE PERFORMANCE AND COMPENSATION OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE PRESIDENT, VICE PRESIDENT, THE EXECUTIVE DIRECTOR (NON-VOTING), THE IMMEDIATE PAST PREDDENT OF THE ASSOCUATION, AND TWO AT-LARGE DIRECTORS ELECTED BY THE BOD, ALL OF WHOM ALSO SERVE ON THE BOD. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE 6 CLASSES OF MEMBERS: DIRECT, ALLIED, PRESS, ACADEMIC, HONORARY, AND RETIRED. FORM 990, PART VI, SECTION A, LINE 7A THERE ARE 2 CLASSES OF MEMBERS WITH VOTING RIGHTS: DIRECT AND ALLIED MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B EACH DIRECT MEMBER SHALL HAVE 1 VOTE IN ALL MATTERS TO BE VOTED ON BY THE MEMBERS; EACH ALLIED MEMBER SHALL HAVE 1 VOTE TO ELECT THE 2 ALLIED MEMBERS TO THE BOARD OF DIRECTORS AND TO VOTE ON MATTERS REFERRED BY THE COUNCIL OF ALLIED LEADERSHIP. IN ADDITION, THE BYLAWS MAY BE ALTERED, AMENDED OR REPEALED, OR NEW BYLAWS MAY BE ADOPTED BY 2/3 VOTE OF A QUORUM OF DIRECT MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WILL BE MADE AVAILABLE ON BOARD WEBSITE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C COMMITTEE MEMBERS MUST SIGN A STATEMENT THAT THEY WILL AVOID ALL CONFLICTS OF INTEREST AND ANTI-COMPETITIVE BEHAVIOR. FORM 990, PART VI, SECTION B, LINE 15 FOR THE TOP MANAGEMENT OFFICIAL'S SALARY, AN OUTSIDE AGENCY PROVIDES COMPARATIVE DATA AND SUBMITS TO BOARD OF DIRECTORS FOR REVIEW AND SALARY INCREASE APPROVAL. AN EMPLOYMENT CONTRACT IS DRAWN UP TO REFLECT THE APPROVED COMPENSATION AND IS SIGNED BY THE PRESIDENT AND THE CHAIRMAN. THIS WAS MOST RECENTLY DONE DURING 2011. FOR OTHER KEY EMPLOYEES, INCLUDING THE EXECUTIVE DIRECTOR OF NBTA FOUNDATION, HUMAN RESOURCES USES COMPARATIVE DATA PROVIDED BY AN INDEPENDENT CONSULTANT TO DETERMINE SALARY RECOMMENDATIONS, WHICH ARE THEN APPROVED BY TOP MEMBERS OF MANAGEMENT. THIS WAS MOST RECENTLY DONE IN NOVEMBER 2010. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -38,757. PRIOR PERIOD ADJUSTMENTS: -248,765. TOTAL TO FORM 990, PART XI, LINE 5: -287,522. WEEKLY SPLIT OF HOURS DIVISION OF TIME AMONG ENTITIES THE BELOW LISTED OFFICERS DIVIDE THEIR TIME AMONG THE NATIONAL BUSINESS TRAVEL ASSOCIATION AND THE NATIONAL BUSINESS TRAVEL ASSOCIATION FOUNDATION AS FOLLOWS: JIM MCMULLAN NATIONAL BUSINESS TRAVEL ASSOCIATION - 2HRS PER WEEK NATIONAL BUSINESS TRAVEL ASSOCIATION FOUNDATION - 1HR PER WEEK KEVIN MACGUIRE NATIONAL BUSINESS TRAVEL ASSOCIATION - 2HRS PER WEEK NATIONAL BUSINESS TRAVEL ASSOCIATION FOUNDATION - 1HR PER WEEK MICHAEL MCCORMICK NATIONAL BUSINESS TRAVEL ASSOCIATION - 40HRS PER WEEK NATIONAL BUSINESS TRAVEL ASSOCIATION FOUNDATION - 10HR PER WEEK JOSEPH BATES NATIONAL BUSINESS TRAVEL ASSOCIATION - 10HRS PER WEEK NATIONAL BUSINESS TRAVEL ASSOCIATION FOUNDATION - 40HR PER WEEK DAPHNE BRYANT NATIONAL BUSINESS TRAVEL ASSOCIATION - 10HRS PER WEEK NATIONAL BUSINESS TRAVEL ASSOCIATION FOUNDATION - 40HR PER WEEK CHRISTINE DELOREZO NATIONAL BUSINESS TRAVEL ASSOCIATION - 40HRS PER WEEK NATIONAL BUSINESS TRAVEL ASSOCIATION FOUNDATION - 10HR PER WEEK DIANE DICKSON-YOUNG NATIONAL BUSINESS TRAVEL ASSOCIATION - 40HRS PER WEEK NATIONAL BUSINESS TRAVEL ASSOCIATION FOUNDATION - 10HR PER WEEK SALLIE DIETZ NATIONAL BUSINESS TRAVEL ASSOCIATION - 40HRS PER WEEK NATIONAL BUSINESS TRAVEL ASSOCIATION FOUNDATION - 10HR PER WEEK ZANE KERBY NATIONAL BUSINESS TRAVEL ASSOCIATION - 45HRS PER WEEK NATIONAL BUSINESS TRAVEL ASSOCIATION FOUNDATION - 5HR PER WEEK JOHN LI NATIONAL BUSINESS TRAVEL ASSOCIATION - 45HRS PER WEEK NATIONAL BUSINESS TRAVEL ASSOCIATION FOUNDATION - 5HR PER WEEK EDWARD SILVER NATIONAL BUSINESS TRAVEL ASSOCIATION - 45HRS PER WEEK NATIONAL BUSINESS TRAVEL ASSOCIATION FOUNDATION - 5HR PER WEEK NATIONAL BUSINESS TRAVEL ASSOCIATION CANADA INC 105-150 CROWFOOT CRES NW CALGARY CA EDUCATION AND CONFERENCES CA 400621 473869 N/A NATIONAL BUSINESS TRAVEL ASSOCIATION (ASIA PACIFIC) INC PO BOX 424 BEROWRA, NSW 2081 AS EDUCATION AND CONFERENCES AS 162213 130475 N/A NATIONAL BUSINESSES TRAVEL ASSOCIATION NBTA- MEXICO AC GRAL PABLO DE LA GARZO NO 35 NAUCALPAN MX EDUCATION AND CONFERENCES MX 181392 429561 N/A NBTA EUROPE LIMITED WATERS GREEN HOUSE WATERS GREEN MACCLESFIELD, SK11, 6LF UK EDUCATION AND CONFERENCES UK 762228 416107 N/A NBTA FOUNDATION 123 N PITT ST ALEXANDRIA VA 22314 133505379 TRAVEL RESEARCH AND SCHOLARSHIPS NY 501(C) (3) 11A NATIONAL BUSINESS TRAVEL ASSOCIATION 0 NBTAPAC 123 N PITT ST ALEXANDRIA VA 22314 237058143 LOBBYING VA 527 N/A NATIONAL BUSINESS TRAVEL ASSOCIATION 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 NBTA FOUNDATION B 100000 BOARD DECISION NBTA FOUNDATION P 219836 ACTUAL EXPENSES