2020-11-12T19:08:02-06:00 2019-12-31 521853933 JONES MARESCA & MCQUADE PA 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2019-01-01 530026970 AMERICAN TRUCKING ASSOCIATIONS INC AMER 7038381959 950 N GLEBE ROAD NO 210 ARLINGTON VA 222034181 CHRISTOPHER SPEAR PRESIDENT & CEO 7038381959 2020-11-12 1 DAVID JONES P01361002 4108840220 64.88.174.3 2020-11-12 10:08:07 ES P F53A5061FAF2C58BF3FC6769133FDE36C8E9CCA9 8ACB69A3B5645F8543B25487A9D884FE7478624C 2019 2021-04-22 16:20:28Z CHRISTOPHER SPEAR 950 N GLEBE RD STE 210 ARLINGTON VA 22203 50141036 0 X WWW.TRUCKING.ORG X 1933 DC TO PROMOTE COMMON BUSINESS INTERESTS WITHIN THE TRUCKING INDUSTRY. 137 137 158 200 6934041 0 863932 1358018 39200031 40203186 928585 914451 3295285 3072741 44287833 45548396 731057 805070 0 0 22781053 23206894 0 0 0 22911910 22294164 46424020 46306128 -2136187 -757732 49336646 50247332 31000802 30595448 18335844 19651884 TO EFFECTIVELY ADVOCATE AND COMMUNICATE EFFORTS DESIGNED TO IMPROVE SAFETY AND PROFITABILITY FOR OUR MEMBERS. 0 0 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 22,600 AND A READERSHIP OF APPROXIMATELY 71,500. 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 INDUSTY AND VARIOUS EDUCATIONAL SEMINARS FOR SPECIFIC AREAS OF FINANCE, SAFETY, SECURITY, ENVIRONMENTAL, ETC. MEETINGS WERE HELD IN ALL REGIONS OF THE U.S. 0 1 1 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 0 0 0 0 0 1 1 1 0 1 113 0 1 158 1 1 1 0 0 0 1 1 0 1 0 X 137 137 1 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X JAMES R DUCKWORTH 7038381959 950 N GLEBE ROAD NO 210 ARLINGTON VA 222034181 ANDREW T BOYLE VICE CHAIRMAN 5.00 1.00 X X 0 0 0 MICHAEL L DUCKER TREASURER UNTIL 10/9/2019 5.00 1.00 X X 0 0 0 SHERRI GARNER BRUMBAUGH FIRST VICE CHAIRMAN 15.00 X X 0 0 0 RANDY P GUILLOT CHAIRMAN 20.00 X X 0 0 0 JOHN A SMITH TREASURER 5.00 1.00 X X 0 0 0 JOHN M SMITH SECRETARY 5.00 X X 0 0 0 HAROLD SUMERFORD JR SECOND VICE CHAIRMAN 10.00 X X 0 0 0 DANIEL L VAN ALSTINE VICE CHAIRMAN 5.00 X X 0 0 0 SARAH AMICO AT-LARGE MEMBER UNTIL 2/14/2019 1.00 X 0 0 0 JASON H ANDRUS STATE VICE PRESIDENT 1.00 X 0 0 0 ERIC ANSON AT-LARGE MEMBER 1.00 X 0 0 0 SCOTT BARNETT STATE VICE PRESIDENT UNTIL 4/4/2019 1.00 X 0 0 0 JESS BOSMA STATE VICE PRESIDENT 1.00 X 0 0 0 DONALD M BOWMAN JR PAST CHAIRMAN 1.00 X 0 0 0 MARC D BOYLE - CARRIER POLICY COMMITTEE CHAIR UNTIL 10/9/2019 5.00 X 0 0 0 THOMAS S BRENNAN STATE VICE PRESIDENT 1.00 X 0 0 0 HOUSTON BRITTAIN STATE VICE PRESIDENT 1.00 X 0 0 0 GREGORY D BROWN STATE VICE PRESIDENT 1.00 X 0 0 0 KARY BRYCE STATE VICE PRESIDENT 1.00 X 0 0 0 CARL BUMGARNER STATE VICE PRESIDENT 1.00 X 0 0 0 CHRIS N BUNNING AT-LARGE MEMBER 1.00 X 0 0 0 KEVIN W BURCH PAST CHAIRMAN 1.00 X 0 0 0 JAMES BURG - CARRIER POLICY COMMITTEE CHAIR UNTIL 10/31/2019 5.00 X 0 0 0 FRED C BURNS JR PAST CHAIRMAN 1.00 X 0 0 0 PHILIP L BYRD SR PAST CHAIRMAN 1.00 10.00 X 0 0 0 BRUCE A CAMPBELL AT-LARGE MEMBER UNTIL 2/13/2019 1.00 X 0 0 0 MICHAEL S CARD ATA LITIGATION CENTER CHAIRMAN 5.00 X 0 0 0 W TOBIN CASSELS AT-LARGE MEMBER 1.00 X 0 0 0 WILLIAM T CASSELS JR PAST CHAIRMAN 5.00 X 0 0 0 RANDALL J CLIFFORD AT-LARGE MEMBER 1.00 X 0 0 0 DAVID S CONGDON AT-LARGE MEMBER 1.00 X 0 0 0 THOMAS CONNERY AT-LARGE MEMBER UNTIL 3/4/2019 1.00 X 0 0 0 CHRISTOPHER RONALD COOPER AT-LARGE MEMBER 1.00 X 0 0 0 DONALD COX STATE VICE PRESIDENT 1.00 X 0 0 0 RICHARD COYLE AT-LARGE MEMBER 1.00 X 0 0 0 WES DAVIS ATA TRUCK PAC CHAIRMAN 10.00 X 0 0 0 DENNIS DELLINGER AT-LARGE MEMBER 1.00 X 0 0 0 BRENDA DITTMER STATE VICE PRESIDENT 1.00 X 0 0 0 JAMES H DIXON EMERITUS MEMBER 1.00 X 0 0 0 RONALD DROGAN JR STATE VICE PRESIDENT UNTIL 1/29/2019 1.00 X 0 0 0 SHEPARD DUNN - CARRIER POLICY COMMITTEE CHAIR UNTIL 8/1/2019 5.00 X 0 0 0 AMBER EDMONDSON STATE VICE PRESIDENT 1.00 X 0 0 0 DANIEL J EINWECHTER AT-LARGE MEMBER 1.00 X 0 0 0 JOHN K ELLIOTT II AT-LARGE MEMBER 1.00 X 0 0 0 DANIEL E ENGLAND PAST CHAIRMAN 1.00 X 0 0 0 ROBEY W ESTES JR AT-LARGE MEMBER 1.00 X 0 0 0 CALVIN E EWELL STATE VICE PRESIDENT 1.00 X 0 0 0 MARCIA FASCHINGBAUER STATE VICE PRESIDENT 1.00 X 0 0 0 SAMUEL C FAUCETTE CARRIER POLICY COMMITTEE CHAIR 5.00 X 0 0 0 RON FAULKNER SMALL CARRIER COMMITTEE CHAIR 5.00 X 0 0 0 MATHIEU FAURE AT-LARGE MEMBER 1.00 X 0 0 0 GLENN FEHRIBACH CARRIER POLICY COMMITTEE CHAIR 5.00 X 0 0 0 JAMES FIELDS AT-LARGE MEMBER 1.00 X 0 0 0 J FRANK FILGO CAE TAEC REPRESENTATIVE UNTIL 7/24/2019 1.00 X 0 0 0 ALVIN FOLEY AT-LARGE MEMBER 1.00 X 0 0 0 DAVID G FREE AT-LARGE MEMBER 1.00 X 0 0 0 ERIC FULLER AT-LARGE MEMBER 1.00 X 0 0 0 CHARLES WAYNE GAUMER STATE VICE PRESIDENT 1.00 X 0 0 0 MARK H GEORGE AT-LARGE MEMBER 1.00 X 0 0 0 SCOTT GEORGE STATE VICE PRESIDENT UNTIL 10/9/2019 1.00 X 0 0 0 CHRIS GILTZ SMALL CARRIER COMMITTEE CHAIR 5.00 X 0 0 0 RICHARD GIROUX STATE VICE PRESIDENT 1.00 X 0 0 0 SCOTT GRAHAM AT-LARGE MEMBER UNTIL 4/3/2019 1.00 X 0 0 0 JOSEPH A GREENSTEIN STATE VICE PRESIDENT 1.00 X 0 0 0 MACK H GUEST IV STATE VICE PRESIDENT 1.00 X 0 0 0 ROBERT F HAAG CARRIER POLICY COMMITTEE CHAIR 5.00 X 0 0 0 JEFF HAMMONDS AT-LARGE MEMBER 1.00 X 0 0 0 STEVE HANSEN SMALL CARRIER COMMITTEE CHAIR 5.00 X 0 0 0 CHERYL HARPER CARRIER POLICY COMMITTEE CHAIR 5.00 X 0 0 0 CRAIG HARPER AT-LARGE MEMBER 1.00 X 0 0 0 DARREN D HAWKINS AT-LARGE MEMBER 1.00 1.00 X 0 0 0 ERICH H HELGE STATE VICE PRESIDENT 1.00 X 0 0 0 SCOTT HICKS STATE VICE PRESIDENT UNTIL 6/30/2019 1.00 X 0 0 0 JASON HIGGINBOTHAM AT-LARGE MEMBER 1.00 X 0 0 0 WILLIAM HILL STATE VICE PRESIDENT 1.00 X 0 0 0 MATTHEW BRIAN HITCHCOCK CONFERENCE VICE PRESIDENT 1.00 X 0 0 0 G TOMMY HODGES ATA AUDIT COMMITTEE CHAIRMAN 1.00 5.00 X 0 0 0 BEN HOGAN III STATE VICE PRESIDENT UNTIL 8/2/2019 1.00 X 0 0 0 STEVE HOLTGEERTS STATE VICE PRESIDENT UNTIL 8/26/2019 1.00 X 0 0 0 RICK HOOGENDOORN STATE VICE PRESIDENT 1.00 X 0 0 0 D MITCHELL JACKSON AT-LARGE MEMBER 1.00 X 0 0 0 WILLIAM E JAYNE III AT-LARGE MEMBER 1.00 X 0 0 0 WILLIAM E JAYNE JR EMERITUS MEMBER 1.00 X 0 0 0 ROYAL JONES AT-LARGE MEMBER 1.00 X 0 0 0 DEAN E KAPLAN - STATE VICE PRESIDENT UNTIL 11/12/2019 1.00 X 0 0 0 KEVIN P KNIGHT AT-LARGE MEMBER 1.00 X 0 0 0 DUSTIN KOEHL CARRIER POLICY COMMITTEE CHAIR 5.00 X 0 0 0 WILLIAM T KRETSINGER AT-LARGE MEMBER 1.00 X 0 0 0 JEFFREY C LANG - CARRIER POLICY COMMITTEE CHAIR UNTIL 2/1/2019 5.00 X 0 0 0 DEREK J LEATHERS AT-LARGE MEMBER 1.00 1.00 X 0 0 0 THOMAS LEE STATE VICE PRESIDENT 1.00 X 0 0 0 KEVIN LHOTAK STATE VICE PRESIDENT 1.00 X 0 0 0 L DUANE LONG PAST CHAIRMAN 1.00 X 0 0 0 ROBERT E LOW AT-LARGE MEMBER 1.00 1.00 X 0 0 0 DAVID LOWRY AT-LARGE MEMBER 1.00 X 0 0 0 BRUCE DD MACRAE STATE VICE PRESIDENT 1.00 X 0 0 0 RICHARD C MADDOX STATE VICE PRESIDENT UNTIL 8/9/2019 1.00 X 0 0 0 DAVID MANNING SECOND IMMEDIATE PAST CHAIRMAN 1.00 X 0 0 0 MICHAEL MASSENGILL STATE VICE PRESIDENT 1.00 X 0 0 0 RICHARD W MCARDLE AT-LARGE MEMBER 1.00 2.00 X 0 0 0 RUBY MCBRIDE AT-LARGE MEMBER 1.00 X 0 0 0 KATHLEEN MCCANN - CONFERENCE VICE PRESIDENT UNTIL 9/1/2019 1.00 X 0 0 0 DAVID G MCCORKLE PAST CHAIRMAN 1.00 X 0 0 0 ELI MCCORMICK AT-LARGE MEMBER 1.00 X 0 0 0 JUDY R MCREYNOLDS ATRI CHAIRMAN 5.00 5.00 X 0 0 0 EDWIN A MEYER STATE VICE PRESIDENT 1.00 X 0 0 0 MICHAEL L MILLER STATE VICE PRESIDENT 1.00 X 0 0 0 FRANK MORRIS STATE VICE PRESIDENT UNTIL 7/31/2019 1.00 X 0 0 0 EDWIN J NAGLE III AT-LARGE MEMBER 1.00 X 0 0 0 DENNIS A NASH AT-LARGE MEMBER 1.00 1.00 X 0 0 0 THOMAS J O'CONNOR CARRIER POLICY COMMITTEE CHAIR 5.00 X 0 0 0 RICHARD O'DELL AT-LARGE MEMBER 1.00 X 0 0 0 HOWARD J O'MALLEY JR AT-LARGE MEMBER 1.00 X 0 0 0 EVAN ONETO STATE VICE PRESIDENT 1.00 X 0 0 0 DONALD G OREN AT-LARGE MEMBER 1.00 X 0 0 0 TONN M OSTERGARD AT-LARGE MEMBER 1.00 X 0 0 0 GREGORY L OWEN AT-LARGE MEMBER 1.00 1.00 X 0 0 0 DAVID R PARKER AT-LARGE MEMBER 1.00 1.00 X 0 0 0 G CLIFTON PARKER STATE VICE PRESIDENT 1.00 1.00 X 0 0 0 SCOTT PAUCHNIK STATE VICE PRESIDENT 1.00 X 0 0 0 JOHN PAUGH STATE VICE PRESIDENT 1.00 X 0 0 0 ROBERT A PETERSON STATE VICE PRESIDENT 1.00 X 0 0 0 CHARLES PHILLIPS CONFERENCE VICE PRESIDENT 5.00 X 0 0 0 STEVEN PONDER ALLIED MEMBER 1.00 X 0 0 0 CHELSEA POTTLE DEMMONS STATE VICE PRESIDENT 1.00 X 0 0 0 BARRY E POTTLE IMMEDIATE PAST CHAIRMAN 1.00 X 0 0 0 CHARLES RAMORINO PAST CHAIRMAN 1.00 X 0 0 0 JAMES REED AT-LARGE MEMBER 1.00 1.00 X 0 0 0 KENNETH J REED AT-LARGE MEMBER 1.00 X 0 0 0 JOWELL RIVERA STATE VICE PRESIDENT 1.00 X 0 0 0 EDWARD A ROCHA EMERITUS MEMBER 1.00 X 0 0 0 EVERETT ROEHL AT-LARGE MEMBER 1.00 X 0 0 0 RICHARD ROEHL STATE VICE PRESIDENT 1.00 X 0 0 0 TRACY ROSSER AT-LARGE MEMBER UNTIL 2/14/2019 1.00 X 0 0 0 JOHN ROSWICK SR STATE VICE PRESIDENT 1.00 X 0 0 0 STEPHEN J RUSH CONFERENCE VICE PRESIDENT 1.00 X 0 0 0 JOHN R SCHAUPP AT-LARGE MEMBER 1.00 X 0 0 0 DAVID SCHROYER STATE VICE PRESIDENT 1.00 X 0 0 0 LEE PHILIP SHAFFER PAST CHAIRMAN 1.00 X 0 0 0 PAUL F SIMMONS AT-LARGE MEMBER UNTIL 12/17/2019 1.00 X 0 0 0 JEFFREY SMITH STATE VICE PRESIDENT UNTIL 1/30/2019 1.00 X 0 0 0 MIKE STEVENS STATE VICE PRESIDENT 1.00 X 0 0 0 COLLIN STEWART STATE VICE PRESIDENT 1.00 X 0 0 0 JOHN STOMPS AT-LARGE MEMBER 1.00 X 0 0 0 EVAN STOUTEN STATE VICE PRESIDENT 1.00 X 0 0 0 BRIAN D SUHRE AT-LARGE MEMBER 1.00 X 0 0 0 PAT THOMAS PAST CHAIRMAN UNTIL 3/22/2019 1.00 X 0 0 0 TIM THORNE STATE VICE PRESIDENT 1.00 X 0 0 0 WILLIAM A USHER JR AT-LARGE MEMBER 1.00 X 0 0 0 GREG VENABLE STATE VICE PRESIDENT 1.00 X 0 0 0 JOHN VESCO AT-LARGE MEMBER 1.00 X 0 0 0 STEPHEN WADHAMS STATE VICE PRESIDENT 1.00 X 0 0 0 JOEL WALLACE AT-LARGE MEMBER 1.00 X 0 0 0 RYAN WALPOLE STATE VICE PRESIDENT 1.00 X 0 0 0 JAMES E WARD AT-LARGE MEMBER 1.00 X 0 0 0 CHARLES L WHITTINGTON PAST CHAIRMAN 1.00 1.00 X 0 0 0 DAVID R WILLIAMS CARRIER POLICY COMMITTEE CHAIR 5.00 X 0 0 0 KIRK A WILLIAMS STATE VICE PRESIDENT UNTIL 6/1/2019 1.00 X 0 0 0 MICHAEL P WILSON STATE VICE PRESIDENT 1.00 X 0 0 0 BARBARA J WINDSOR PAST CHAIRMAN UNTIL 4/8/2019 1.00 X 0 0 0 LAWRENCE W WOOLSON CARRIER POLICY COMMITTEE CHAIR 5.00 X 0 0 0 MICHAEL D YADON STATE VICE PRESIDENT 1.00 X 0 0 0 ROBERT A YOUNG III EMERITUS MEMBER 1.00 X 0 0 0 CHRISTOPHER SPEAR PRESIDENT AND CEO 29.00 11.00 X 1820866 0 30061 JENNIFER HALL EXECUTIVE VP & GENERAL COUNSEL 30.00 10.00 X 332110 0 30061 SUE HENSLEY ROBUSTO EXECUTIVE VICE PRESIDENT 40.00 X 334882 0 10900 WILLIAM SULLIVAN EXECUTIVE VICE PRESIDENT 40.00 X 334005 0 30061 JAMES R DUCKWORTH CHIEF FINANCIAL OFFICER 33.00 7.00 X 333127 0 30061 ELISABETH BARNA EXECUTIVE VICE PRESIDENT 40.00 X 396746 0 16508 KEVIN TRAVER VICE PRESIDENT 40.00 X 198596 0 6893 RICHARD PIANKA VICE PRESIDENT 20.00 20.00 X 295644 0 16282 REBECCA BREWSTER SENIOR VICE PRESIDENT 0.00 40.00 X 382188 0 30061 ROBERT COSTELLO SENIOR VICE PRESIDENT 40.00 X 306395 0 16508 ED GILROY VICE PRESIDENT 40.00 X 279984 0 8883 SARAH RAJTIK VICE PRESIDENT 40.00 X 233982 0 23451 5248525 0 249730 59 0 1 0 FREEMAN DECORATING CO PO BOX 650036 DALLAS TX 752650036 MEETING MANAGEMENT 1502221 LSC COMMUNICATIONS PO BOX 932987 CLEVELAND OH 44193 PUBLISHING 825527 AQUARIAN 752-C WALKER RD P O BOX 1110 GREAT FALLS VA 22066 MEETING PRODUCTION 445865 NAHIGIAN STRATEGIES LLC 1455 PENNSYLVANIA AVE NW SUITE 10 WASHINGTON DC 20004 CONSULTING 251351 STORY PARTNERS LLC 1000 POTOMAC ST NW SUITE 102 WASHINGTON DC 20007 CONSULTING 234156 16 10000 1348018 1358018 MEMBERSHIP DUES 900099 20263950 20263950 MEETINGS 900099 11886788 11886788 PERIODICALS 541800 7723157 844699 6878458 SPONSORSHIPS 900099 291500 291500 SUBSCRIPTIONS 511120 37791 37791 40203186 513546 513546 2132866 2132866 2150780 1723609 427171 427171 33949 393222 3021312 8650 2629057 0 392255 8650 400905 400905 661612 239974 421638 400004 21634 CONFERENCE SERVICES 561499 91066 91066 91066 45548396 33815798 6934041 3440539 805070 3904877 14682924 445573 2708993 1464527 220617 119344 1044133 54039 2276583 714803 1477523 651203 2796060 1982484 6643475 129222 2170979 210048 PRINTING & PUBLICATIONS 922663 MEMBER RELATED SERVICES 428200 MEMBERSHIP DUES 289480 BAD DEBT EXPENSE 138942 24366 46306128 -1275304 -412055 0 0 0 0 3636411 3113642 0 0 0 0 0 0 108318 102732 1909215 1876897 47238956 25086697 24035613 22152259 20922393 23413857 0 0 0 0 0 0 0 0 49336646 50247332 15812315 16510375 0 0 7659767 8336820 0 0 0 0 0 0 4574096 3546902 0 0 2954624 2201351 31000802 30595448 X 15842832 16754044 2493012 2897840 18335844 19651884 49336646 50247332 X -757732 1833745 240027 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 300296 0 0 0 19712856 2511337 2511337 2759800 -248463 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. 150204 150204 28307593 9484957 18822636 11844423 9774844 2069579 1314736 1153450 161286 5622000 4673446 948554 22152259 DEFERRED RENT EXPENSE 2098890 CAPITAL LEASE LIABILITY 102461 2201351 X PART X, LINE 2: THE ASSOCIATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION 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. 0 AMERICAN TRANSPORTATION RESEARCH INSTITUTE 950 N GLEBE ROAD SUITE 210 ARLINGTON VA 22203 532039775 501(C)3 558500 CONTRIBUTION US CHAMBER OF COMMERCE PO BOX 1200 WASHINGTON DC 20013 530045720 501(C)6 50000 CONTRIBUTION WASHINGTON TRUCKING ASSOCIATION 2102 CARRIAGE DR SW SUITE F OLYMPIA WA 98502 910461630 501(C)6 25000 CONTRIBUTION ALABAMA TRUCKING ASSOCIATION - TAEC 7550 HALCYON POINTE DRIVE PO BOX 242337 MONTGOMERY AL 36124 630147352 501(C)6 20000 CONTRIBUTION MARINE CORPS HERITAGE FOUNDATION 18900 JEFFERSON DAVIS HIGHWAY TRIANGLE VA 22172 521147967 501(C)3 20000 CONTRIBUTION MINNESOTA TRUCKING ASSOCIATION 6160 SUMMIT DR NORTH STE 330 BROOKLYN CENTER MN 55430 410499260 501(C)6 15000 CONTRIBUTION OHIO TRUCKING ASSOCIATION 655 COOPER ROAD WESTERVILLE OH 43081 314268450 501(C)6 11250 CONTRIBUTION MAJOR COUNTY SHERIFFS OF AMERICA 1450 DUKE STREET SUITE 207 ALEXANDRIA VA 22314 541865566 501(C)6 10000 CONTRIBUTION NATIONAL FRATENAL ORDER OF POLICE FOUNDATION 328 MASSACHUSETTS AVE NE WASHINGTON DC 20002 521606785 501(C)3 10000 CONTRIBUTION NEW JERSEY MOTOR TRUCK ASSOCIATION 160 TICES LANE E BRUNSWICK NJ 08816 221153380 501(C)6 10000 CONTRIBUTION RHODE ISLAND TRUCKING ASSOCIATION FOUNDATION INC 660 ROOSEVELT AVENUE PAWTUCKET RI 02860 822406185 501(C)3 10000 CONTRIBUTION TECHFORCE FOUNDATION 16220 N SCOTTSDALE ROAD SUITE 500 SCOTTSDALE AZ 85254 593828402 501(C)3 10000 CONTRIBUTION WEST VIRGINIA TRUCKING ASSOCIATION 2006 KANAWHA BLVD EAST CHARLESTON WV 25311 550307300 501(C)6 10000 CONTRIBUTION NATIONAL DEMOCRATIC CLUB 30 IVY STREET SE WASHINGTON DC 20003 530233594 501(C)7 6500 CONTRIBUTION ALLIANCE FOR TOLL-FREE INTERSTATE PO BOX 25522 ALEXANDRIA VA 22313 463799666 501(C)4 6000 CONTRIBUTION 5 10 PART I, LINE 2: THE AMERICAN TRUCKING ASSOCIATIONS, INC. DOES NOT DISTRIBUTE GRANTS TO THIRD PARTIES. THE AMOUNTS LISTED ON PART II ARE CONTRIBUTIONS TO THE LISTED ORGANIZATIONS. X X X 1 1 X X X X 0 0 0 CHRISTOPHER SPEAR PRESIDENT AND CEO 1338277 0 425000 0 57589 0 8400 0 21661 0 1850927 0 0 0 JENNIFER HALL EXECUTIVE VP & GENERAL COUNSEL 301300 0 30000 0 810 0 8400 0 21661 0 362171 0 0 0 SUE HENSLEY ROBUSTO EXECUTIVE VICE PRESIDENT 304072 0 30000 0 810 0 8400 0 2500 0 345782 0 0 0 WILLIAM SULLIVAN EXECUTIVE VICE PRESIDENT 302763 0 30000 0 1242 0 8400 0 21661 0 364066 0 0 0 JAMES R DUCKWORTH CHIEF FINANCIAL OFFICER 300805 0 30000 0 2322 0 8400 0 21661 0 363188 0 0 0 ELISABETH BARNA EXECUTIVE VICE PRESIDENT 364424 0 30000 0 2322 0 8400 0 8108 0 413254 0 0 0 KEVIN TRAVER VICE PRESIDENT 197635 0 0 0 961 0 5929 0 964 0 205489 0 0 0 RICHARD PIANKA VICE PRESIDENT 276402 0 18000 0 1242 0 8174 0 8108 0 311926 0 0 0 REBECCA BREWSTER SENIOR VICE PRESIDENT 314866 0 65000 0 2322 0 8400 0 21661 0 412249 0 0 0 ROBERT COSTELLO SENIOR VICE PRESIDENT 293085 0 12500 0 810 0 8400 0 8108 0 322903 0 0 0 ED GILROY VICE PRESIDENT 258420 0 18000 0 3564 0 7832 0 1051 0 288867 0 0 0 SARAH RAJTIK VICE PRESIDENT 215605 0 18000 0 377 0 6552 0 16899 0 257433 0 0 0 PART I, LINE 1A CHAIRMAN TRAVEL - 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 - THE PRESIDENT & CEO MAY TRAVEL FIRST CLASS DUE TO A HEAVY TRAVEL SCHEDULE. SPOUSE TRAVEL - THE PRESIDENT & CEO'S SPOUSE MAY TRAVEL FIRST CLASS TO MEETINGS FOR BUSINESS PURPOSES. SERVICE AWARDS - SERVICE AWARDS TO ALL STAFF ARE GROSSED UP FOR TAXES. TWO OF THE LISTED EMPLOYEES RECEIVED SERVICE AWARDS. FORM 990, PART VI, SECTION A, LINE 2 - ANDREW T. BOYLE AND MARC D. BOYLE HAVE A FAMILY AND BUSINESS RELATIONSHIP. - W. TOBIN CASSELS, III AND WILLIAM T. CASSELS, JR. HAVE A FAMILY AND BUSINESS RELATIONSHIP. - ERIC FULLER, DENNIS NASH, AND MICHAEL DUCKER HAVE A BUSINESS RELATIONSHIP. - SCOTT GEORGE AND DAVID MANNING HAVE A BUSINESS RELATIONSHIP. - JUDY R. MCREYNOLDS, CHERYL HARPER AND TIM THORNE HAVE A BUSINESS RELATIONSHIP. - BARRY E. POTTLE AND CHELSEA POTTLE DEMMONS HAVE A FAMILY RELATIONSHIP. - LAWRENCE W. WOOLSON, EVERETT ROEHL AND RICHARD ROEHL HAVE A BUSINESS RELATIONSHIP. - JAMES E. WARD AND DONALD M. BOWMAN, JR. HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE AMERICAN TRUCKING ASSOCIATION, INC. IS A TRADE ASSOCIATION CONSISTING OF DUES PAYING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE AMERICAN TRUCKING ASSOCIATIONS, INC. (ATA) BOARD OF DIRECTORS, AS OF DECEMBER 31, 2019, CONSISTS OF ONE HUNDRED TWENTY MEMBERS PLUS SEVENTEEN EMERITUS MEMBERS FOR A TOTAL OF ONE HUNDRED THIRTY-SEVEN VOTING MEMBERS. FIFTY-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. FORTY-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, PART VI, SECTION B, LINE 11B DRAFT VERSIONS OF THE 990 TAX RETURNS ARE REVIEWED 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 137 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. FORM 990, PART VI, SECTION B, 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. 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. FORM 990, PART VI, SECTION B, LINE 15 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. FORM 990, PART VI, SECTION C, LINE 19 THE AMERICAN TRUCKING ASSOCIATIONS, INC. MAKES GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PENSION EQUITY CHARGE 240,027. PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS AUDIT OVERSIGHT PROCESS OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR. AMERICAN TRANSPORTATION RESEARCH INSTITUTE 950 N GLEBE RD STE 210 ARLINGTON VA 22203 542039775 RESEARCH VA 501(C)3 7 ATA 1 TRUCKING CARES FOUNDATION 430 1ST STREET SE STE 100 WASHINGTON DC 20003 823015119 CHARITABLE VA 501(C)3 7 ATA 1 ATA SERVICES INC AND SUBSIDIARY 950 N GLEBE RD STE 210 ARLINGTON VA 22203 521066416 COMPUTER SERVICES VA ATA C 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 AMERICAN TRANSPORTATION RESEARCH INSTITUTE B 558500 ACTUAL CONTRIBUTION AMERICAN TRANSPORTATION RESEARCH INSTITUTE L 200000 BUDGETED FEE AMERICAN TRANSPORTATION RESEARCH INSTITUTE O 1212079 ACTUAL COSTS AMERICAN TRANSPORTATION RESEARCH INSTITUTE Q 1445899 ACTUAL TRANSFER