2025-11-10T11:46:38-06:00 2024-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2024-01-01 530026970 AMERICAN TRUCKING ASSOCIATIONS INC AMER 7038381959 80 M STREET SE 800 WASHINGTON DC 20003 CHRISTOPHER SPEAR PRESIDENT & CEO 7038381959 2025-11-07 1 1 SEAN MCELWANEY P01608821 4108840220 2024 2025-03-06 01:10:19Z CHRISTOPHER SPEAR 80 M STREET SE 800 WASHINGTON DC 20003 52010538 0 X WWW.TRUCKING.ORG X 1933 DC TO PROMOTE COMMON BUSINESS INTERESTS WITHIN THE TRUCKING INDUSTRY. 114 114 183 176 5871927 0 3028825 444360 45347236 46773661 361244 188489 518842 703056 49256147 48109566 753851 671479 0 0 26882724 26827404 0 0 0 23491034 24130742 51127609 51629625 -1871462 -3520059 109218769 106926921 90727425 89908849 18491344 17018072 X TO SERVE AND REPRESENT THE INTERESTS OF THE TRUCKING INDUSTRY WITH ONE UNITED VOICE; TO INFLUENCE IN A POSITIVE MANNER FEDERAL AND STATE GOVERNMENTAL ACTIONS; TO ADVANCE THE TRUCKING INDUSTRY'S IMAGE, EFFICIENCY, COMPETITIVENESS, AND PROFITABILITY; TO PROVIDE EDUCATIONAL PROGRAMS AND INDUSTRY RESEARCH; TO PROMOTE SAFETY AND SECURITY ON OUR NATION'S HIGHWAYS AND AMONG OUR DRIVERS; AND TO STRIVE FOR A HEALTHY BUSINESS ENVIRONMENT. 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 22,660 AND A READERSHIP OF APPROXIMATELY 75,100. 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 1 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 0 0 1 53 0 1 183 1 1 1 0 0 0 1 1 0 1 0 X 114 114 1 0 1 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X WILLIAM C FAIN 7038381959 80 M STREET SE 800 WASHINGTON DC 20003 ANDREW T BOYLE CHAIRMAN UNTIL 10/2024 15.00 1.00 X X 0 0 0 RANDALL J CLIFFORD VICE CHAIRMAN 15.00 X X 0 0 0 PAUL DENNIS DELLINGER CHAIRMAN AS OF 10/2024 15.00 X X 0 0 0 DANIEL L VAN ALSTINE PAST CHAIRMAN 15.00 X X 0 0 0 JOHN M SMITH SECRETARY 5.00 X X 0 0 0 JOHN A SMITH TREASURER 5.00 1.00 X X 0 0 0 MR HAROLD SUMERFORD JR SECOND IMMEDIATE PAST CHAIRMAN 1.00 X 0 0 0 RYAN FREDERIKSEN COMMITTEE CHAIR UNTIL 08/2024 1.00 X 0 0 0 SCOTT GEORGE COMMITTEE CHAIR 1.00 X 0 0 0 MICHAEL S CARD COMMITTEE CHAIR 1.00 X 0 0 0 WILLIAM HILL SMALL CARRIER COMMITTEE CHAIR 1.00 X 0 0 0 DEREK J LEATHERS ATRI CHAIRMAN 1.00 6.00 X 0 0 0 GREG R HODGEN FIRST VICE CHAIRMAN 1.00 1.00 X 0 0 0 GREG VENABLE STATE VICE PRESIDENT 1.00 X 0 0 0 TRAVIS NEKOTA STATE VICE PRESIDENT 1.00 X 0 0 0 RICHARD HEPLER STATE VICE PRESIDENT UNTIL 07/2024 1.00 X 0 0 0 STACY EARNHARDT STATE VICE PRESIDENT 1.00 X 0 0 0 EDGAR MCGONIGAL STATE VICE PRESIDENT 1.00 X 0 0 0 MR MICHAEL MASSENGILL STATE VICE PRESIDENT UNTIL 06/2024 1.00 X 0 0 0 MRS CHELSEA POTTLE DEMMONS STATE VICE PRESIDENT 1.00 X 0 0 0 DEWELL GOSSETT STATE VICE PRESIDENT 1.00 X 0 0 0 PHILIP L BYRD SR STATE VICE PRESIDENT UNTIL 09/2024 1.00 10.00 X 0 0 0 ERIC BAUMGART STATE VICE PRESIDENT 1.00 X 0 0 0 FENN CHURCH STATE VICE PRESIDENT 1.00 X 0 0 0 NICHOLAS CARD STATE VICE PRESIDENT UNTIL 09/2024 1.00 X 0 0 0 KENNY STOCKS STATE VICE PRESIDENT 1.00 X 0 0 0 MARCIA FASCHINGBAUER STATE VICE PRESIDENT 1.00 X 0 0 0 MICHAEL D YADON STATE VICE PRESIDENT 1.00 X 0 0 0 SCOTT PAUCHNIK STATE VICE PRESIDENT 1.00 X 0 0 0 HELEN BROOKS STATE VICE PRESIDENT 1.00 X 0 0 0 PERRY OLSON STATE VICE PRESIDENT 1.00 X 0 0 0 AL BATISTA STATE VICE PRESIDENT 1.00 X 0 0 0 CALVIN E EWELL STATE VICE PRESIDENT 1.00 X 0 0 0 JASON HAMMES STATE VICE PRESIDENT 1.00 X 0 0 0 JOWELL RIVERA STATE VICE PRESIDENT 1.00 X 0 0 0 RACHEL MARIE SINGLETON STATE VICE PRESIDENT 1.00 X 0 0 0 JAMES JOHANNESSON STATE VICE PRESIDENT 1.00 X 0 0 0 ROBERT E RAGAN STATE VICE PRESIDENT 1.00 X 0 0 0 LESA DIXSON STATE VICE PRESIDENT 1.00 X 0 0 0 THOMAS LEE STATE VICE PRESIDENT 1.00 X 0 0 0 MR MICHAEL L MILLER STATE VICE PRESIDENT UNTIL 05/2024 1.00 X 0 0 0 EVAN P STOUTEN STATE VICE PRESIDENT 1.00 X 0 0 0 EDWIN A MEYER STATE VICE PRESIDENT 1.00 X 0 0 0 OTILIO LEE ROBLEDO STATE VICE PRESIDENT 1.00 X 0 0 0 KEVIN LHOTAK STATE VICE PRESIDENT 1.00 X 0 0 0 GABRIELLE SIMMONS STATE VICE PRESIDENT 1.00 X 0 0 0 RICHARD ROEHL STATE VICE PRESIDENT 1.00 X 0 0 0 DALE W LEMMONS STATE VICE PRESIDENT 1.00 X 0 0 0 BUTCH RICE STATE VICE PRESIDENT 1.00 X 0 0 0 COLLIN STEWART STATE VICE PRESIDENT 1.00 X 0 0 0 DREW FREE STATE VICE PRESIDENT 1.00 X 0 0 0 MARK WALKER STATE VICE PRESIDENT 1.00 X 0 0 0 JAY SMITH STATE VICE PRESIDENT 1.00 X 0 0 0 AMBER EDMONDSON STATE VICE PRESIDENT 1.00 X 0 0 0 MITCHELLE GUILLOT STATE VICE PRESIDENT UNTIL 07/2024 1.00 X 0 0 0 MARIO ARCHAGA STATE VICE PRESIDENT UNTIL 09/2024 1.00 X 0 0 0 MARK GIUFFRE STATE VICE PRESIDENT 1.00 X 0 0 0 NICK DANDREA STATE VICE PRESIDENT 1.00 X 0 0 0 JOLISSA WEAD STATE VICE PRESIDENT 1.00 X 0 0 0 RYAN WALPOLE STATE VICE PRESIDENT 1.00 X 0 0 0 MR RICK HOOGENDOORN STATE VICE PRESIDENT UNTIL 05/2024 1.00 X 0 0 0 BRENDA DITTMER STATE VICE PRESIDENT UNTIL 08/2024 1.00 X 0 0 0 KEVIN W BURCH PAST CHAIRMAN 1.00 1.00 X 0 0 0 DANIEL E ENGLAND PAST CHAIRMAN 1.00 X 0 0 0 CHARLES L WHITTINGTON PAST CHAIRMAN 1.00 X 0 0 0 FRED C BURNS PAST CHAIRMAN 1.00 X 0 0 0 DONALD M BOWMAN PAST CHAIRMAN 1.00 X 0 0 0 LEE PHILIP SHAFFER PAST CHAIRMAN UNTIL 02/2024 1.00 X 0 0 0 BARRY POTTLE PAST CHAIRMAN 1.00 X 0 0 0 WILLIAM T CASSELS JR PAST CHAIRMAN 1.00 X 0 0 0 RANDY P GUILLOT PAST CHAIRMAN 1.00 X 0 0 0 JAMES H DIXON EMERITUS MEMBER 1.00 X 0 0 0 EDWARD A ROCHA EMERITUS MEMBER 1.00 X 0 0 0 JOEL WALLACE EMERITUS MEMBER 1.00 X 0 0 0 JOSEPH K FILIPIAK CONFERENCE VICE PRESIDENT 1.00 X 0 0 0 BILL LOVEJOY CONFERENCE VICE PRESIDENT 1.00 X 0 0 0 EDWIN J NAGLE CONFERENCE VICE PRESIDENT 1.00 X 0 0 0 MARK ANDERSON CONFERENCE VICE PRESIDENT 1.00 X 0 0 0 HEIDI MCGUIRE CONFERENCE REPRESENTATIVE 1.00 X 0 0 0 MATTHEW BRIAN HITCHCOCK CONFERENCE REPRESENTATIVE 1.00 X 0 0 0 ELI MCCORMICK AT-LARGE MEMBER 1.00 X 0 0 0 BRIAN D SUHRE AT-LARGE MEMBER 1.00 X 0 0 0 CARI BAYLOR AT-LARGE MEMBER 1.00 1.00 X 0 0 0 GEROGE HENRY AT-LARGE MEMBER 1.00 X 0 0 0 CHRISTOPHER RONALD AT-LARGE MEMBER 1.00 X 0 0 0 MIKE O'DORE AT-LARGE MEMBER 1.00 X 0 0 0 DAVID G FREE AT-LARGE MEMBER 1.00 X 0 0 0 DAVID R PARKER AT-LARGE MEMBER 1.00 X 0 0 0 JASON H ANDRUS AT-LARGE MEMBER 1.00 X 0 0 0 DONALD G OREN AT-LARGE MEMBER UNTIL 06/2024 1.00 X 0 0 0 GREGG TROIAN AT-LARGE MEMBER 1.00 X 0 0 0 EVERETT ROEHL AT-LARGE MEMBER 1.00 X 0 0 0 DAVID S CONGDON AT-LARGE MEMBER 1.00 X 0 0 0 DANIEL J EINWECHTER AT-LARGE MEMBER UNTIL 04/2024 1.00 X 0 0 0 DAVID LOWRY AT-LARGE MEMBER 1.00 X 0 0 0 GREGORY L OWEN AT-LARGE MEMBER 1.00 10.00 X 0 0 0 HEATHER PARAINO AT-LARGE MEMBER 1.00 X 0 0 0 ANDREW COOLIDGE AT-LARGE MEMBER UNTIL 03/2024 1.00 X 0 0 0 ALVIN FOLEY AT-LARGE MEMBER UNTIL 04/2024 1.00 X 0 0 0 JACK GRIFFIN AT-LARGE MEMBER 1.00 X 0 0 0 JAMES FIELDS AT-LARGE MEMBER 1.00 X 0 0 0 JASON HIGGINBOTHAM AT-LARGE MEMBER 1.00 X 0 0 0 JOHN K ELLIOTT II AT-LARGE MEMBER 1.00 X 0 0 0 JOHN R SCHAUPP AT-LARGE MEMBER 1.00 X 0 0 0 FERNANDO CORTES AT-LARGE MEMBER 1.00 X 0 0 0 KEVIN P KNIGHT AT-LARGE MEMBER 1.00 X 0 0 0 MARK H GEORGE AT-LARGE MEMBER 1.00 X 0 0 0 MICHAEL KIELY AT-LARGE MEMBER 1.00 1.00 X 0 0 0 NICK HOBBS AT-LARGE MEMBER 1.00 X 0 0 0 RANDALL J CLIFFORD AT-LARGE MEMBER UNTIL 10/2024 1.00 X 0 0 0 DENNIS NASH AT-LARGE MEMBEROF AS OF 02/2024 1.00 X 0 0 0 ROBERT E LOW AT-LARGE MEMBER 1.00 1.00 X 0 0 0 ROBERT F HAAG AT-LARGE MEMBER 1.00 X 0 0 0 ROBEY W ESTES AT-LARGE MEMBER 1.00 X 0 0 0 ROYAL JONES AT-LARGE MEMBER 1.00 X 0 0 0 TONN M OSTERGARD AT-LARGE MEMBER 1.00 X 0 0 0 W TOBIN CASSELS AT-LARGE MEMBER 1.00 X 0 0 0 WILLIAM A USHER JR AT-LARGE MEMBER 1.00 X 0 0 0 WILLIAM T KRETSINGER AT-LARGE MEMBER 1.00 X 0 0 0 JOSEPH JASKA AT-LARGE MEMBER 1.00 X 0 0 0 PAUL WIECK AT-LARGE MEMBER 1.00 X 0 0 0 MARIO HARIK AT-LARGE MEMBER 1.00 X 0 0 0 TIMOTHY P HELENTHAL AT-LARGE MEMBER 1.00 X 0 0 0 MS JOYCE BRENNY AT-LARGE MEMBER 1.00 X 0 0 0 MR MARTIN BURNHAM JR AT-LARGE MEMBER 1.00 X 0 0 0 MS JUDY R MCREYNOLDS AT-LARGE MEMBER 1.00 X 0 0 0 MR RENCE OLIPHANT ALLIED MEMBER 1.00 X 0 0 0 MICHAEL SCHWANZI ALLIED MEMBER TERM 05/2024-10/2024 1.00 X 0 0 0 MR MARK B ROURKE AT-LARGE MEMBER 1.00 X 0 0 0 MS KIERA SULLIVAN AT-LARGE MEMBER 1.00 X 0 0 0 MS KAREN VELLUTINI AT-LARGE MEMBER 1.00 X 0 0 0 MS SHANNON SAMPLES NEWTON TAEC REPRESENTATIVE UNTIL 07/2024 1.00 X 0 0 0 MR JOHN DANIEL ESPARZA TAEC REPRESENTATIVE 1.00 X 0 0 0 CHRISTOPHER SPEAR PRESIDENT AND CEO 34.00 6.00 X 3014727 0 38565 SARAH RAJTIK CHIEF OPERATING OFFICER 40.00 X 690766 0 8741 RICHARD PIANKA CHIEF LEGAL OFFICER & GENERAL COUNSEL 40.00 X 572138 0 21444 MEGAN MASITTO CHIEF FINANCIAL OFFICER 40.00 X 421395 0 10986 REBECCA BREWSTER SENIOR VICE PRESIDENT 0.00 40.00 X 424856 0 40236 ROBERT COSTELLO CHIEF ECONOMIST & SENIOR VICE PRESIDENT 40.00 X 378019 0 19500 ED GILROY SENIOR VICE PRESIDENT 40.00 X 525002 0 11572 JOHN LYNCH SENIOR VICE PRESIDENT 37.00 3.00 X 288025 0 39048 MICHAEL DORAN SENIOR VP OF MEMBERSHIP 40.00 X 261948 0 38265 6576876 0 228357 71 0 1 0 LEADING AUTHORITIES INC 919 18TH STREET NW STE 500 WASHINGTON DC 20006 SPEAKER FEES 1035336 FREEMAN PO BOX 734596 DALLAS TX 75373 EQUIP. RENTAL FOR MEETINGS 957151 EVENTLINK 9596 HIGHWAY 18 WEST CONCORD GA 30206 EVENT SETUP SERVICES 876583 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA GA 30384 CONFERENCE SERVICES 626181 LSC COMMUNICATIONS PO BOX 932987 CLEVELAND OH 44193 SHIPPING TRANSPORT TOPIC 534672 23 71350 373010 444360 MEMBERSHIP DUES 900099 22290853 22290853 MEETINGS 900099 15896827 15896827 PERIODICALS 541800 6895588 1022482 5873106 SPONSORSHIPS 900099 1327750 1327750 AFFILIATION REVENUE 900099 125000 125000 237643 237643 46773661 376313 376313 76469 76469 1093958 1147689 -53731 -53731 -53731 2386518 2574342 -187824 -187824 -187824 856243 178941 677302 678481 -1179 REIMBURSEMENTS 900099 3016 3016 3016 48109566 41579036 5871927 214243 671479 4778762 16566380 843272 2578582 2060408 324478 216308 556912 89465 2523414 518935 1588987 1267134 3811657 1796657 7653761 42147 1901263 205515 INCOME TAX EXPENSE 630 PRINTING & PUBLICATIONS 1270048 DUES AND SUBSCRIPTIONS 337755 RESEARCH AND POLICY 22605 3071 51629625 1304179 1345897 1842544 10674934 11499580 97340 118933 1833100 1743811 42525388 18270211 25854194 24255177 19010138 22219771 48602340 45743752 109218769 106926921 17281834 17093441 9800369 10767805 1500000 63645222 60547603 90727425 89908849 X 15781773 15173561 2709571 1844511 18491344 17018072 109218769 106926921 X -3520059 947582 1099205 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60112 CONGRESSIONAL FOOTBALL 5827 COLFAX AVE ALEXANDRIA VA 22311 822470508 5000 NATIONAL DEMOCRATIC CLUB 30 IVY STREET SE WASHINGTON DC 20003 530233594 7000 CAPITOL HILL CLUB 300 FIRST STREET SE WASHINGTON DC 20003 530200565 5000 0 0 0 22290853 2808567 2808567 3120719 -312152 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 28316293 13925671 14390622 10887716 2037654 8850062 428857 180272 248585 2742318 2126614 615704 24255177 OPERATING LEASE RIGHT-OF-USE ASSET 45669017 FINANCE LEASE RIGHT-OF-USE ASSET 74735 45743752 CAPITAL LEASE LIABILITY 77234 ROU LEASE LIABILITY 60470369 60547603 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. 1 AMERICAN TRANSPORTATION RESEARCH INSTITUTE 80 M STREET SE SUITE 800 WASHINGTON DC 20003 532039775 501(C)3 558504 0 CONTRIBUTION THE ARMY HISTORICAL FOUNDATION INC 1775 LIBERTY DRIVE SUITE 400 FORT BELVOIR VA 22060 521367225 501(C)3 50000 0 CONTRIBUTION COMMERCIAL VEHICLE SAFETY ALLIANCE 99 M STREET SE SUITE 1025 WASHINGTON DC 20003 384002963 501(C)3 10000 0 CONTRIBUTION NATIONAL DEMOCRATIC CLUB 30 IVY STREET SE WASHINGTON DC 20003 530233594 501(C)7 7000 0 CONTRIBUTION ARKANSAS TRUCKING ASSOCIATION PO BOX 3476 LITTLE ROCK AR 72203 710199880 501(C)6 20000 0 CONTRIBUTION GEORGE WASHINGTON'S MOUNT VERNON 3200 MOUNT VERNON MEMORIAL HWY MT VERNON VA 22121 540564701 501(C)3 6500 0 CONTRIBUTION 4 2 PART I, LINE 2: THE AMERICAN TRUCKING ASSOCIATIONS, INC. DOES NOT DISTRIBUTE GRANTS TO THIRD PARTIES. THE AMOUNTS LISTED ON PART II ARE GENERAL CONTRIBUTIONS TO SUPPORT THE MISSION OF THE LISTED ORGANIZATIONS. MINIMAL MONITORING IS REQUIRED. X X X 1 1 X X X X 0 0 0 CHRISTOPHER SPEAR PRESIDENT AND CEO 1925105 0 1087300 0 2322 0 8625 0 29940 0 3053292 0 0 0 SARAH RAJTIK CHIEF OPERATING OFFICER 525280 0 165000 0 486 0 7519 0 1222 0 699507 0 0 0 RICHARD PIANKA CHIEF LEGAL OFFICER & GENERAL COUNSEL 494816 0 75000 0 2322 0 10350 0 11094 0 593582 0 0 0 ED GILROY SENIOR VICE PRESIDENT 457880 0 60000 0 7122 0 10350 0 1222 0 536574 0 0 0 REBECCA BREWSTER SENIOR VICE PRESIDENT 351292 0 70000 0 3564 0 10296 0 29940 0 465092 0 0 0 MEGAN MASITTO CHIEF FINANCIAL OFFICER 420585 0 0 0 810 0 9192 0 1794 0 432381 0 0 0 ROBERT COSTELLO CHIEF ECONOMIST & SENIOR VICE PRESIDENT 341777 0 35000 0 1242 0 10350 0 9150 0 397519 0 0 0 JOHN LYNCH SENIOR VICE PRESIDENT 259295 0 27500 0 1230 0 8321 0 30727 0 327073 0 0 0 MICHAEL DORAN SENIOR VP OF MEMBERSHIP 261462 0 0 0 486 0 7587 0 30678 0 300213 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. FORM 990, PART VI, SECTION A, LINE 2 - DENNIS NASH AND LEE PHILIP SHAFFER HAVE A BUSINESS RELATIONSHIP. - EVERETT ROEHL AND RICHARD ROEHL HAVE A FAMILY AND BUSINESS RELATIONSHIP. - BARRY E. POTTLE AND CHELSEA POTTLE DEMMONS HAVE A FAMILY AND BUSINESS RELATIONSHIP. - ELI MCCORMICK AND EDGAR MCGONIGAL HAVE A BUSINESS RELATIONSHIP. - HUGH EKBERG AND JOHN M SMITH HAVE A BUSINESS RELATIONSHIP. - MICHAEL D. YADON AND SCOTT PAUCHNIK HAVE A BUSINESS RELATIONSHIP. - DREW FREE AND DAVID G. FREE HAVE A FAMILY AND BUSINESS RELATIONSHIP. - MICHAEL KIELY, NICK DANDREA, AND MARIO ARCHAGA HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 IN MAY 2024, THE ORGANIZATION AMENDED ITS BYLAWS TO UPDATE BOARD COMPOSITION, OFFICER SUCCESSION, COMMITTEE STRUCTURES, AND GOVERNANCE PROCEDURES. 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, 2024, CONSISTS OF ONE HUNDRED ELEVEN PLUS THREE EMERITUS MEMBERS FOR A TOTAL OF ONE HUNDRED FOURTEEN VOTING MEMBERS. FIFTY-SIX OFFICERS AND VICE PRESIDENTS AT LARGE ARE ELECTED BY THE BOARD ITSELF ANNUALLY. FIVE COMMITTEE CHAIRS ARE APPOINTED ANNUALLY BY THE CHAIRMAN, WHO SERVES A ONE YEAR TERM. SEVENTY-THREE 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 VERSION OF THE 990 TAX RETURNS ARE COMPILED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE CEO AND CFO OF THE ORGANIZATION. FINAL COPIES OF THE 990 TAX RETURNS ARE PROVIDED TO ALL BOARD MEMBERS ON THE BOARD PORTAL. 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 1,099,205. FORM 990, 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 80 M STREET SE SUITE 800 WASHINGTON DC 20003 542039775 RESEARCH VA 501(C)3 7 ATA 1 TRUCKING CARES FOUNDATION 80 M STREET SE SUITE 800 WASHINGTON DC 20003 823015119 CHARITABLE VA 501(C)3 7 ATA 1 ATA SERVICES INC AND SUBSIDIARY 80 M STREET SE SUITE 800 WASHINGTON DC 20003 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 0 0 0 AMERICAN TRANSPORTATION RESEARCH INSTITUTE B 558504 ACTUAL CONTRIBUTION AMERICAN TRANSPORTATION RESEARCH INSTITUTE L 200004 BUDGETED FEE AMERICAN TRANSPORTATION RESEARCH INSTITUTE O 1412925 ACTUAL COSTS