2021-11-12T13:40:28-06:00 2020-12-31 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2020-01-01 530231139 US TRAVEL ASSOCIATION USTR 2024088422 1100 NEW YORK AVE NW SUITE 450W WASHINGTON DC 20005 ROGER J DOW PRESIDENT & CEO 2024088422 2021-11-12 1 ROGER DOW XXX-XX-XXXX KRISTEN BARNETT P01234578 8133162300 2021-11-12 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z ROGER J DOW 1100 NEW YORK AVE NW SUITE 450W WASHINGTON DC 20005 57741863 0 X WWW.USTRAVEL.ORG X 1951 DE THE MISSION OF THE U.S. TRAVEL ASSOCIATION IS TO INCREASE TRAVEL TO AND WITHIN THE UNITED STATES. 187 187 71 188 0 0 2787006 6638229 29651659 12009312 686014 204792 867132 12010357 33991811 30862690 104188 18500 0 0 16061137 13430529 0 0 0 17562917 12348780 33728242 25797809 263569 5064881 32221657 33313968 14730834 10732940 17490823 22581028 X THE ASSOCIATION IS ORGANIZED PRINCIPALLY TO REPRESENT THE WHOLE OF THE UNITED STATES TRAVEL INDUSTRY AND TO PROMOTE AND FACILITATE INCREASED TRAVEL TO AND WITHIN THE UNITED STATES. ACTIVITIES INCLUDE TRADE EVENTS, ADVOCATING ON BEHALF OF THE TRAVEL INDUSTRY, RESEARCH PROJECTS, PUBLICATIONS AND EDUCATIONAL MEETINGS TO SERVICE THE TRAVEL INDUSTRY. 0 0 RESEARCH -- U.S. TRAVEL ASSOCIATION IS THE BEST SOURCE OF KNOWLEDGE ON TRAVEL RESEARCH. THE RESEARCH PRODUCTS CATALOG CONTAINS A LISTING OF REPORTS THAT HIGHLIGHT MARKETING RESEARCH, ECONOMIC RESEARCH AND ANALYSIS AVAILABLE BY SUBSCRIPTION. DOMESTIC TRAVEL - AMERICANS TRAVELING WITHIN THE U.S. ON LEISURE OR BUSINESS TRIPS ARE CRUCIAL TO OUR NATIONAL, STATE AND LOCAL ECONOMIES. AMERICANS TRAVEL FOR A VARIETY OF REASONS AND VARY WIDELY IN DEMOGRAPHIC CHARACTERISTICS AND TRAVEL BEHAVIOR. UNDERSTANDING YOUR TARGET AUDIENCE IS A KEY TO SUCCESSFUL MARKETING AND CAPTURING YOUR SHARE OF THE DOMESTIC TRAVEL MARKET. INTERNATIONAL TRAVEL - THE U.S. TRAVEL ASSOCIATION'S INTERNATIONAL VISITOR INFORMATION SYSTEM PROVIDES A WEALTH OF INFORMATION ON THE HIGHLY LUCRATIVE INTERNATIONAL TRAVEL MARKET. WITH AVERAGE SPENDING FIVE TIMES HIGHER THAN DOMESTIC TRAVELERS, INTERNATIONAL VISITORS ARE A HIGHLY LUCRATIVE MARKET FOR THE U.S. AND ITS DESTINATIONS AND ATTRACTIONS. ECONOMIC RESEARCH - ECONOMIC RESEARCH CONDUCTED BY THE U.S. TRAVEL ASSOCIATION IS DESIGNED TO PROVIDE USERS WITH WAYS IN WHICH TO GAUGE THE VALUE OF TRAVEL AND TOURISM TO THE NATION AND DETERMINE THE DIRECTION IN WHICH TRENDS ARE HEADING. INDUSTRY CAMPAIGNS -- U.S. TRAVEL ASSOCIATION LAUNCHED THE LET'S GO THERE COALITION. THE COALITION IS A BROAD COLLECTION OF BUSINESSES AND ORGANIZATIONS THAT SPAN PRACTICALLY EVERY SEGMENT OF THE AMERICAN TRAVEL INDUSTRY. THESE ORGANIZATIONS HAVE COME TOGETHER TO ADDRESS THE EXTREME DECLINES IN TRAVEL RELATED TO THE CORONAVIRUS PANDEMIC, FIRST BY CHAMPIONING SAFETY-FIRST MESSAGING THROUGH THE #TRAVELCONFIDENTLY CAMPAIGN, AND SUBSEQUENTLY, BY FORGING A PLAN TO REIGNITE AMERICAN'S SENSE OF WANDERLUST AND INSPIRE THEM TO PLAN, BOOK AND TAKE THEIR NEXT GETAWAY. MEETINGS MEAN BUSINESS IS AN INDUSTRY-WIDE COALITION TO SHOWCASE THE UNDENIABLE VALUE THAT BUSINESS MEETINGS, TRADE SHOWS, INCENTIVE TRAVEL, EXHIBITIONS, CONFERENCES AND CONVENTIONS BRING TO PEOPLE, BUSINESSES AND COMMUNITIES. BY RALLYING INDUSTRY ADVOCATES, WORKING WITH STAKEHOLDERS, CONDUCTING ORIGINAL RESEARCH, ENGAGING WITH OUTSIDE VOICES AND MORE, THE COALITION BRINGS THE INDUSTRY TOGETHER TO EMPHASIZE ITS IMPORTANCE. COMPRISED OF OVER 60 MEMBERS, THE COALITION UNITES THE MEETINGS INDUSTRY WITH ONE STRONG AND POWERFUL VOICE. GOVERNMENT AFFAIRS -- U.S. TRAVEL ASSOCIATION'S NATIONAL ADVOCACY AGENDA FOCUSED ON CORONAVIRUS-RELATED ECONOMIC RELIEF TO TRAVEL-DEPENDENT BUSINESSES AND ORGANIZATIONS. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 54 0 1 71 1 0 0 0 0 1 1 0 1 0 X 187 187 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC X ROGER J DOW 2024088422 1100 NEW YORK AVE NW SUITE 450W WASHINGTON DC 20005 ELLIOTT FERGUSON CHAIR 0.50 X X 0 0 0 CHRISTINE DUFFY FIRST VICE CHAIR 0.50 X X 0 0 0 MIKE DOMINGUEZ SECOND VICE CHAIR 0.50 X X 0 0 0 JOE LOPANO TREASURER 0.50 X X 0 0 0 CASANDRA MATEJ SECRETARY 0.50 X X 0 0 0 JONATHAN TISCH CHAIRMAN EMERITUS 0.50 X 0 0 0 LARRY ALEXANDER DIRECTOR 0.50 X 0 0 0 CHANDRA ALLISON DIRECTOR 0.50 X 0 0 0 MARC ANDERSON DIRECTOR 0.50 X 0 0 0 CAROLE ANGEL DIRECTOR 0.50 X 0 0 0 KIMBERLY BECKER DIRECTOR 0.50 X 0 0 0 CAROLINE BETETA DIRECTOR 0.50 X 0 0 0 DOUG BOURGEOIS DIRECTOR 0.50 X 0 0 0 CORRINE BRINDLEY DIRECTOR 0.50 X 0 0 0 PHIL BROWN DIRECTOR 0.50 X 0 0 0 ADAM BURKE DIRECTOR 0.50 X 0 0 0 JAY BURRESS DIRECTOR 0.50 X 0 0 0 JADE BUTAY DIRECTOR 0.50 X 0 0 0 ROCHELLE L CAMERON DIRECTOR 0.50 X 0 0 0 GREGG CAREN DIRECTOR 0.50 X 0 0 0 BONNIE CARLSON DIRECTOR 0.50 X 0 0 0 PAUL CASH DIRECTOR 0.50 X 0 0 0 CHRISTINA CASSOTIS DIRECTOR 0.50 X 0 0 0 VICTORIA CIMINO DIRECTOR 0.50 X 0 0 0 JULIE COKER GRAHAM DIRECTOR 0.50 X 0 0 0 SANTIAGO CORRADA DIRECTOR 0.50 X 0 0 0 JOE D'ALESSANDRO DIRECTOR 0.50 X 0 0 0 TODD DAVIDSON DIRECTOR 0.50 X 0 0 0 CRAIG DAVIS DIRECTOR 0.50 X 0 0 0 KIM DAY DIRECTOR 0.50 X 0 0 0 BRAD DEAN DIRECTOR 0.50 X 0 0 0 JOHN DE FRIES DIRECTOR 0.50 X 0 0 0 FRED DIXON DIRECTOR 0.50 X 0 0 0 SEAN DONOHUE DIRECTOR 0.50 X 0 0 0 SHEETAL DOSHI DIRECTOR 0.50 X 0 0 0 DOROTHY DOWLING DIRECTOR 0.50 X 0 0 0 KYLE EDMINSTON DIRECTOR 0.50 X 0 0 0 JUSTIN ERBACCI DIRECTOR 0.50 X 0 0 0 MARK EZELL DIRECTOR 0.50 X 0 0 0 KARLA FLANNERY DIRECTOR 0.50 X 0 0 0 CHRIS FLATT DIRECTOR 0.50 X 0 0 0 CHAD FLETCHER DIRECTOR 0.50 X 0 0 0 MELISSA FLOOD DIRECTOR 0.50 X 0 0 0 DONALD FOSTE DIRECTOR 0.50 X 0 0 0 BRIAN GALLAGHER DIRECTOR 0.50 X 0 0 0 LINSEY GALLAGHER DIRECTOR 0.50 X 0 0 0 ADRIAN GANE DIRECTOR 0.50 X 0 0 0 SOURAV GHOSH DIRECTOR 0.50 X 0 0 0 JASON GLASCOCK DIRECTOR 0.50 X 0 0 0 ERICA GORDAN DIRECTOR 0.50 X 0 0 0 JEFF GUARACINO DIRECTOR 0.50 X 0 0 0 JAMES D HAGEN DIRECTOR 0.50 X 0 0 0 STEVE HAYES DIRECTOR 0.50 X 0 0 0 MICHAEL HECKMAN DIRECTOR 0.50 X 0 0 0 NANCY HELM DIRECTOR 0.50 X 0 0 0 HELEN HILL DIRECTOR 0.50 X 0 0 0 STEVE HILL DIRECTOR 0.50 X 0 0 0 AL HUTCHINSON DIRECTOR 0.50 X 0 0 0 ROBERT L JAMESON DIRECTOR 0.50 X 0 0 0 KATHY JANEGA-DYKES DIRECTOR 0.50 X 0 0 0 MARK JARONSKI DIRECTOR 0.50 X 0 0 0 JORDAN JILOTY DIRECTOR 0.50 X 0 0 0 DEBBIE JOHNSON DIRECTOR 0.50 X 0 0 0 KEVIN KANE DIRECTOR 0.50 X 0 0 0 MISTI KERNS DIRECTOR 0.50 X 0 0 0 AYESHA KHANNA MOLINO DIRECTOR 0.50 X 0 0 0 TOM KIELY DIRECTOR 0.50 X 0 0 0 BETH KINERK DIRECTOR 0.50 X 0 0 0 MATT KRUPNICK DIRECTOR 0.50 X 0 0 0 JOHN LAFORTUNE DIRECTOR 0.50 X 0 0 0 DAVID LORENZ DIRECTOR 0.50 X 0 0 0 MONYA MANDICH DIRECTOR 0.50 X 0 0 0 MIKE MANGEOT DIRECTOR 0.50 X 0 0 0 OMAR MARCHI DIRECTOR 0.50 X 0 0 0 RITA MCCLENNY DIRECTOR 0.50 X 0 0 0 JEFF MILLER DIRECTOR 0.50 X 0 0 0 DT MINICH DIRECTOR 0.50 X 0 0 0 STEVE MOORE DIRECTOR 0.50 X 0 0 0 SARAH MUROV DIRECTOR 0.50 X 0 0 0 TOM MURRAY DIRECTOR 0.50 X 0 0 0 TOM NOONAN DIRECTOR 0.50 X 0 0 0 TOM NORWALK DIRECTOR 0.50 X 0 0 0 DREW OLSEN DIRECTOR 0.50 X 0 0 0 DUANE PARRISH DIRECTOR 0.50 X 0 0 0 WILLIAM PATE DIRECTOR 0.50 X 0 0 0 J STEPHEN PERRY DIRECTOR 0.50 X 0 0 0 TAMARA PIGOTT DIRECTOR 0.50 X 0 0 0 JOHN POTTER DIRECTOR 0.50 X 0 0 0 ANNA MARIE PRESUTTI DIRECTOR 0.50 X 0 0 0 RON PRICE DIRECTOR 0.50 X 0 0 0 STEPHEN REVETRIA DIRECTOR 0.50 X 0 0 0 JAMIE RHEE DIRECTOR 0.50 X 0 0 0 KAREN RIORDAN DIRECTOR 0.50 X 0 0 0 CATHY RITTER DIRECTOR 0.50 X 0 0 0 STACY RITTER DIRECTOR 0.50 X 0 0 0 RACHEL SACCO DIRECTOR 0.50 X 0 0 0 KEN SANDERS DIRECTOR 0.50 X 0 0 0 IVAR SATERO DIRECTOR 0.50 X 0 0 0 RICHARD SCHARF DIRECTOR 0.50 X 0 0 0 BRENDA SCOLARI DIRECTOR 0.50 X 0 0 0 CARYN SEIDMAN BECKER DIRECTOR 0.50 X 0 0 0 PAIGE SHEPHERD DIRECTOR 0.50 X 0 0 0 MARTHA SHERIDAN DIRECTOR 0.50 X 0 0 0 GARY SHERWIN DIRECTOR 0.50 X 0 0 0 DIANE SHOBER DIRECTOR 0.50 X 0 0 0 SHARON SISKIE DIRECTOR 0.50 X 0 0 0 RICKY SMITH DIRECTOR 0.50 X 0 0 0 BRAD SMYTH DIRECTOR 0.50 X 0 0 0 LESTER SOLA DIRECTOR 0.50 X 0 0 0 BUTCH SPYRIDON DIRECTOR 0.50 X 0 0 0 ANDREA STAVROULLAKIS DIRECTOR 0.50 X 0 0 0 ESSA SULAIMAN AHMAD DIRECTOR 0.50 X 0 0 0 TED STIMPSON DIRECTOR 0.50 X 0 0 0 WILLIAM TALBERT III DIRECTOR 0.50 X 0 0 0 MARK THEIS DIRECTOR 0.50 X 0 0 0 WILLIAM TUTTELL DIRECTOR 0.50 X 0 0 0 VICKI VARELA DIRECTOR 0.50 X 0 0 0 ROSEMARY A VASSILIADIS DIRECTOR 0.50 X 0 0 0 MARK WATERMAN DIRECTOR 0.50 X 0 0 0 PAT WATERMAN DIRECTOR 0.50 X 0 0 0 SCOTT WHITE DIRECTOR 0.50 X 0 0 0 XIOMARA WILEY DIRECTOR 0.50 X 0 0 0 DANA YOUNG DIRECTOR 0.50 X 0 0 0 DAVID ZIELKE DIRECTOR 0.50 X 0 0 0 DAVID BURGESS DIRECTOR 0.50 X 0 0 0 KIMBERLY CONNAGHAN DIRECTOR 0.50 X 0 0 0 CAROLYN CORDA DIRECTOR 0.50 X 0 0 0 RICHARD CUTTING-MILLER DIRECTOR 0.50 X 0 0 0 DARREN DUNN DIRECTOR 0.50 X 0 0 0 AMIR EYLON DIRECTOR 0.50 X 0 0 0 ERIN FRANCIS-CUMMINGS DIRECTOR 0.50 X 0 0 0 AMANDA HITE DIRECTOR 0.50 X 0 0 0 CREE LAWSON DIRECTOR 0.50 X 0 0 0 KEVIN O'LEARY DIRECTOR 0.50 X 0 0 0 MICHAEL MASSARI DIRECTOR 0.50 X 0 0 0 ELIZABETH PERSONS DIRECTOR 0.50 X 0 0 0 CLAYTON REID DIRECTOR 0.50 X 0 0 0 JOHN RISSI DIRECTOR 0.50 X 0 0 0 DAN SURETTE DIRECTOR 0.50 X 0 0 0 MIKAEL THYGESEN DIRECTOR 0.50 X 0 0 0 ROB TORRES DIRECTOR 0.50 X 0 0 0 DAVID AUDRAIN DIRECTOR 0.50 X 0 0 0 TOM BENE DIRECTOR 0.50 X 0 0 0 LIZ BITTNER DIRECTOR 0.50 X 0 0 0 STEVE BOVA DIRECTOR 0.50 X 0 0 0 AMY CALVERT DIRECTOR 0.50 X 0 0 0 CAROLYN CAWLEY DIRECTOR 0.50 X 0 0 0 KELLY CRAIGHEAD DIRECTOR 0.50 X 0 0 0 DAVID A DUBOIS DIRECTOR 0.50 X 0 0 0 CHARLES FLATEMAN DIRECTOR 0.50 X 0 0 0 JASON GAMEL DIRECTOR 0.50 X 0 0 0 JENNIFER GLYNN DIRECTOR 0.50 X 0 0 0 SHERRIF KARAMAT DIRECTOR 0.50 X 0 0 0 MICHELLE MASON DIRECTOR 0.50 X 0 0 0 BILL MILLER DIRECTOR 0.50 X 0 0 0 BARB NEWTON DIRECTOR 0.50 X 0 0 0 SUSAN ROBERTSON DIRECTOR 0.50 X 0 0 0 CHIP ROGERS DIRECTOR 0.50 X 0 0 0 KIM SABOW DIRECTOR 0.50 X 0 0 0 CECIL STATON DIRECTOR 0.50 X 0 0 0 PAUL VAN DEVENTER DIRECTOR 0.50 X 0 0 0 TINA WEHMEIR DIRECTOR 0.50 X 0 0 0 DON WELSH DIRECTOR 0.50 X 0 0 0 MARGOT AMELIA DIRECTOR 0.50 X 0 0 0 KATE BIRCHLER DIRECTOR 0.50 X 0 0 0 BILL CONNORS DIRECTOR 0.50 X 0 0 0 GERRIT DE VOS DIRECTOR 0.50 X 0 0 0 CAMILLE FERGUSON DIRECTOR 0.50 X 0 0 0 ELAINE GIZLER DIRECTOR 0.50 X 0 0 0 MARY HAMMOND DIRECTOR 0.50 X 0 0 0 RUSS HEDGE DIRECTOR 0.50 X 0 0 0 DEB HICKOK DIRECTOR 0.50 X 0 0 0 ABIGAIL JAMES DIRECTOR 0.50 X 0 0 0 STEVE LYONS DIRECTOR 0.50 X 0 0 0 CRISTY MORRISON DIRECTOR 0.50 X 0 0 0 CURTIS MYLES III DIRECTOR 0.50 X 0 0 0 JOHN PERCY DIRECTOR 0.50 X 0 0 0 RICHARD PETERSON DIRECTOR 0.50 X 0 0 0 IBIS ROMERO DIRECTOR 0.50 X 0 0 0 GARY SCHLUTER DIRECTOR 0.50 X 0 0 0 CHRISTINA SCHWARTZMAN DIRECTOR 0.50 X 0 0 0 MILTON SEGARRA DIRECTOR 0.50 X 0 0 0 JEFF SEIFRIED DIRECTOR 0.50 X 0 0 0 DOUGLAS SMALL DIRECTOR 0.50 X 0 0 0 MONICA SMITH DIRECTOR 0.50 X 0 0 0 CANDACE STRAUSS DIRECTOR 0.50 X 0 0 0 ELLIE WESTMAN CHIN DIRECTOR 0.50 X 0 0 0 ROGER DOW PRESIDENT & CEO 40.00 X 2294413 0 505100 VICTORIA BARNES EXECUTIVE VICE PRESIDENT 40.00 X 825213 0 192586 ADAM VANCE EXECUTIVE VICE PRESIDENT 40.00 X 451313 0 50854 MALCOLM SMITH SENIOR VICE PRESIDENT 40.00 X 402826 0 28394 DJENANE MARCHAND SENIOR VICE PRESIDENT 40.00 X 331051 0 36935 ERIK HANSEN VICE PRESIDENT 40.00 X 311266 0 33665 CHARLES STALEY SENIOR VICE PRESIDENT 40.00 X 262911 0 24770 XIAOHUA TIAN VICE PRESIDENT 40.00 X 257066 0 34874 DELISA SELWITZ SENIOR VICE PRESIDENT 40.00 X 249102 0 13768 ERIC WEBER VICE PRESIDENT 40.00 X 233475 0 45396 5618636 0 966342 31 0 1 0 MCGARRYBOWEN 601 W 26TH ST STE 1150 NEW YORK NY 10001 MEDIA 794843 PRICEWATERHOUSECOOPERS LLP PO BOX 7247-8001 PHILADELPHIA PA 19170 CONSULTING 273467 360 LIVE MEDIA LLC PO BOX 775939 CHICAGO IL 606775939 CONSULTING 236337 TUFFIN PLLC 1300 I STREET NW WASHINGTON DC 20005 LEGAL 213000 HIGH LANTERN GROUP 685 THIRD AVENUE 22ND FLOOR NEW YORK NY 100178406 CONSULTING 210174 12 6638229 206000 6638229 MEMBERSHIP DUES 900099 11411642 11411642 RESEARCH CONTRACTS 900099 523200 523200 RESEARCH/PUBS./SUBS. 900099 73495 73495 OTHER TRADE SHOWS 900099 975 975 12009312 499477 499477 26584488 26879173 -294685 -294685 -294685 INSURANCE RECOVERY 900099 11121534 11121534 SPONSORSHIP & MISC. 900099 888823 888823 12010357 30862690 12009312 0 12215149 X 18500 5118685 6647764 252497 1033943 377640 303233 77802 1091513 64932 6239022 568 199612 809544 1324853 138133 969562 491241 130151 TAX 286344 DUES & SUBSCRIPTIONS 158284 CC FEES 63986 25797809 1681009 1970031 11465161 23757991 188477 3883605 1019813 1005956 5384646 3733095 2136343 1651551 15637104 951084 93750 93750 32221657 33313968 4936008 4946410 7298365 3575510 45818 19967 2450643 2191053 14730834 10732940 X 17490823 20138323 2442705 17490823 22581028 32221657 33313968 5064881 25324 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 11411642 3506028 125683 3631711 4108191 -476480 2691006 1484153 1206853 2693640 2248942 444698 1651551 DEFERRED RENT 2191053 2191053 X 30874407 25324 51325 76649 30797758 64932 64932 30862690 25884240 151363 151363 25732877 64932 64932 25797809 PART X, LINE 2: UNDER THE PROVISIONS OF SECTIONS 501(C)(6) AND 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND THE APPLICABLE INCOME TAX REGULATIONS OF THE DISTRICT OF COLUMBIA, THE ASSOCIATION IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE ASSOCIATION'S NET OPERATING LOSS (NOL) TOTALED APPROXIMATELY $334,000 AS OF DECEMBER 31, 2020 AND 2019, AND WILL BEGIN TO EXPIRE IN 2027. THE ASSOCIATIONS NOLS ARE AVAILABLE TO OFFSET UNRELATED BUSINESS TAXABLE INCOME ASSOCIATED WITH ASSOCIATION PUBLICATIONS ADVERTISING ACTIVITY. THE ASSOCIATION HAS RECORDED A FULL VALUATION ALLOWANCE AGAINST THESE POTENTIAL DEFERRED TAX ASSETS BASED UPON CONSIDERATION OF ALL AVAILABLE EVIDENCE. THE PAC IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 527, EXCEPT FOR INVESTMENT INCOME, WHICH IS SUBJECT TO TAX AS UNRELATED BUSINESS INCOME. THE PAC DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019. MANAGEMENT EVALUATED THE ASSOCIATIONS TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2017. IN DECEMBER 2017, THE TAX CUTS AND JOBS ACT WAS PASSED, WHICH RESULTED IN REVISIONS TO THE TAX CODE RELATED TO TAX-EXEMPT ORGANIZATIONS INCLUDING EXCISE TAX PAYMENTS FOR EXECUTIVE COMPENSATION OVER $1,000,000 AND CHANGES IN UNRELATED BUSINESS INCOME TAX OFFSETTING ACTIVITIES AND RELATED TAXES. UNDER THE REMAINING PROVISIONS, THE ASSOCIATION HAS ACCRUED $273,818 AND $344,536 FOR EXCISE TAX PAYMENTS AS OF DECEMBER 31, 2020 AND 2019, RESPECTIVELY. THESE AMOUNTS ARE INCLUDED IN ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE CONSOLIDATED BALANCE SHEETS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PAC REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 51,325. PART XII, LINE 2D - OTHER ADJUSTMENTS: PAC EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 151,363. 1 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 135613797 501(C)3 10000 EVENT SPONSOR RAISING MONEY FOR THE AMERICAN HEART ASSOCIATION 1 0 PART I, LINE 2: SENIOR MANAGEMENT REVIEWS THE ORIGINAL REQUEST FOR CONTRIBUTIONS TO DETERMINE IF THE RECIPIENT ORGANIZATION'S MISSION SUPPORTS THE ASSOCIATION'S BENEVOLENT EFFORTS TO PROVIDE FUNDS FOR COMMUNITY FOCUSED PROJECTS. X X 1 1 X X 0 1 0 ROGER DOW PRESIDENT & CEO 1230084 0 590947 0 473382 0 477696 0 27404 0 2799513 0 446756 0 VICTORIA BARNES EXECUTIVE VICE PRESIDENT 567567 0 181129 0 76517 0 164821 0 27765 0 1017799 0 75000 0 ADAM VANCE EXECUTIVE VICE PRESIDENT 332155 0 116739 0 2419 0 14879 0 35975 0 502167 0 0 0 MALCOLM SMITH SENIOR VICE PRESIDENT 330010 0 71522 0 1294 0 13363 0 15031 0 431220 0 0 0 DJENANE MARCHAND SENIOR VICE PRESIDENT 276743 0 50596 0 3712 0 12239 0 24696 0 367986 0 0 0 ERIK HANSEN VICE PRESIDENT 246210 0 64550 0 506 0 11706 0 21959 0 344931 0 0 0 XIAOHUA TIAN VICE PRESIDENT 225180 0 24742 0 7144 0 9977 0 24897 0 291940 0 0 0 CHARLES STALEY SENIOR VICE PRESIDENT 213153 0 48516 0 1242 0 11077 0 13693 0 287681 0 0 0 ERIC WEBER VICE PRESIDENT 200321 0 31912 0 1242 0 9844 0 35552 0 278871 0 0 0 DELISA SELWITZ SENIOR VICE PRESIDENT 211508 0 36300 0 1294 0 10212 0 3556 0 262870 0 0 0 PART I, LINE 1A FIRST CLASS AIRFARE WAS PROVIDED TO ROGER DOW ON A LIMITED BASIS WHERE IN COMPLIANCE WITH THE US TRAVEL ASSOCIATION POLICY ON TRAVEL. EMPLOYEES IN CERTAIN LIMITED SITUATIONS AND ON A CASE BY CASE BASIS MAY TRAVEL AT A CLASS OTHER THAN COACH. THE AMOUNTS ARE NONTAXABLE TO THE EMPLOYEE. SPOUSAL TRAVEL IS PROVIDED TO EXECUTIVE VP'S A FEW TIMES DURING THE YEAR IF THE SPOUSE IS EXPECTED TO TAKE PART IN BUSINESS ACTIVITIES. THESE AMOUNTS ARE TAXABLE TO THE EMPLOYEE. PART I, LINE 4B THE EMPLOYMENT AGREEMENT WITH ITS PRESIDENT INCLUDES A DEFERRED COMPENSATION PLAN FOR WHICH THE ASSOCIATION CONTRIBUTES A PERCENTAGE OF THE PRESIDENTS BASE SALARY ANNUALLY, THE AMOUNT OF WHICH IS DEPOSITED WITH THE ASSOCIATIONS INVESTMENTS. TOTAL EMPLOYER CONTRIBUTIONS FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019, WERE $460,605 AND $446,756, RESPECTIVELY. DURING 2020 AND 2019, THE ASSOCIATION DISTRIBUTED $461,508 AND $454,455, RESPECTIVELY, TO THE PRESIDENT. FOUR OTHER EMPLOYEES ALSO ARE PARTICIPANTS IN THE DEFERRED COMPENSATION PLAN (COLLECTIVELY THE DC PLAN) BEGINNING IN 2013, AND THE ASSOCIATION AND THE RESPECTIVE EMPLOYEES CONTRIBUTED $169,500 AND $191,960 FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019, RESPECTIVELY. A PORTION OF THE EMPLOYER CONTRIBUTIONS TO THE DC PLAN WILL VEST OVER THE NEXT TWO YEARS. THE DC PLANS CUMULATIVE DEFERRED COMPENSATION LIABILITY BALANCE AT DECEMBER 31, 2020 AND 2019, IS $399,442 AND $476,323, RESPECTIVELY. THE DC PLAN ASSETS ARE INCLUDED IN INVESTMENTS IN THE AUDITED FINANCIAL STATEMENTS. X INDUSTRY RELATED ITEMS 3 206000 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 U.S. TRAVEL ASSOCIATION HAS MORE THAN 1,100 MEMBER ORGANIZATIONS WITHIN THE CATEGORIES OF TRAVEL SERVICE PROVIDERS, DESTINATIONS, ALLIED/AFFILIATES AND TRAVEL ASSOCIATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE SUPPORTING SCHEDULES AND DOCUMENTATION FOR THE FORM 990 ARE PREPARED BY THE CONTROLLER AND THEN REVIEWED BY THE VICE PRESIDENT OF FINANCE. THE NEXT REVIEW IS CONDUCTED BY THE EXECUTIVE VICE PRESIDENT OF OPERATIONS AND THEN REVIEWED AND SIGNED BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION. THE FINAL DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE THE FINAL VERSION IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL BE REQUIRED ANNUALLY TO SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE POLICY, (C) HAS AGREED TO COMPLY WITH THE POLICY AND (D) UNDERSTANDS THE ORGANIZATION IS A NON-PROFIT TRADE ASSOCIATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: (A) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARM'S LENGTH BARGAINING AND (B) WHETHER PARTNERSHIPS, JOINT VENTURES, CONTRACTS AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS OR VENDORS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER THE ORGANIZATION'S TAX-EXEMPT PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR ALL EMPLOYEES IS SUBJECT TO A PERIODIC COMPARISON TO INDUSTRY STANDARDS BASED ON POSITION AND EXPERIENCE. THIS COMPARISON IS DONE ON AN EMPLOYEE BY EMPLOYEE BASIS FOR ALL ASSOCIATION EMPLOYEES. THE RESULTS ARE THEN REVIEWED AND APPROVED BY UPPER-LEVEL MANAGEMENT. ALL COMPENSATION IS REVIEWED BY A COMPENSATION COMMITTEE COMPOSED OF MEMBERS FROM THE BOARD OF DIRECTORS WHO HAVE NO ASSOCIATION OR TIES TO EMPLOYEES OTHER THAN THEIR CAPACITY AS ASSOCIATION BOARD MEMBERS. THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND THE EXECUTIVE VICE PRESIDENTS ARE THE ONLY EMPLOYEES WITH EMPLOYMENT CONTRACTS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES 6,239,022. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. TRAVEL INDUSTRY ASSOCIATION OF AMERICA FOUNDATION 1100 NEW YORK AVE NW SUITE 450W WASHINGTON DC 20005 520231139 TRAVEL INDUSTRY GRANTS AND RESEARCH DC 501(C)(3) LINE 12A, I US TRAVEL ASSOCIATION 1 US TRAVEL ASSOCIATION POLITICAL ACTION COMMITTEE 1100 NEW YORK AVE NW SUITE 450W WASHINGTON DC 20005 263860851 PAC DC 527 US TRAVEL ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0