2018-10-10T14:07:15-05:00 2017-12-31 221478099 COHNREZNICK LLP 4 BECKER FARM ROAD ROSELAND NJ 07068 990 2017-01-01 112050435 NATIONAL ASSOCIATION OF FLEET ADMIN INC DBA NAFA FLEET MANAGEMENT ASSOCIATION NATI 6097200882 125 VILLAGE BOULEVARD NO 200 PRINCETON NJ 08540 PHILLIP E RUSSO CEO 6097200882 2018-09-12 1 THOMAS LANNING P00851654 9732283500 2018-08-14 2017 2022-09-23 18:48:47Z PHILLIP E RUSSO 125 VILLAGE BOULEVARD NO 200 PRINCETON NJ 08540 4463420 0 X WWW.NAFA.ORG X 1957 NJ NAFA PROPELS THE FLEET AND MOBILITY PROFESSION THROUGH ITS WORLD-CLASS CERTIFICATION, EDUCATION, ADVOCACY, AND PEER NETWORKING PROGRAMS, AND IS AN ESSENTIAL ELEMENT OF SUCCESS FOR INDIVIDUALS INVOLVED IN THE PROFESSION. 12 12 17 300 41389 12544 1374616 1357504 2815467 2887104 71187 132306 85977 86506 4347247 4463420 0 0 0 0 1122864 1417597 0 0 0 2800413 2913498 3923277 4331095 423970 132325 3601553 4128057 2179347 2365617 1422206 1762440 NAFA PROPELS THE FLEET AND MOBILITY PROFESSION THROUGH ITS WORLD-CLASS CERTIFICATION, EDUCATION, ADVOCACY, AND PEER NETWORKING PROGRAMS, AND IS AN ESSENTIAL ELEMENT OF SUCCESS FOR INDIVIDUALS INVOLVED IN THE PROFESSION. 0 0 THE ASSOCIATION COLLECTS AND DISSEMINATES INFO TO MEMBERS THROUGH A VARIETY OF RESEARCH AND PUBLICATIONS. FLEET MANAGEMENT SEMINARS AND CONFERENCES ARE DESIGNED TO PROVIDE COMPREHENSIVE EDUCATION TO FLEET MANAGERS WHO SEEK THE FUNDAMENTAL PRINCIPLES AND PRACTICES OF SUCCESSFUL FLEET MANAGEMENT. CAFM PROGRAM IS DESIGNED TO PREPARE CANDIDATES FOR THE CAFM OBJECTIVE EXAMINATIONS. STUDY GUIDES, READING MATERIALS, TEXTBOOKS, AND CASE SUTDIES ARE PROVIDED TO MEMBERS OF THE PROGRAM. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 17 1 1 1 1 CA 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X PHILLIP E RUSSO 6099861055 125 VILLAGE BOULEVARD SUITE 200 PRINCETON NJ 08540 BOB MARTINES TRUSTEE 0.50 X 0 0 0 BRYAN J FLANSBURG CAFM PRESIDENT 0.50 X X 0 0 0 DAVID T HAYWARD SECRETARY/TREASURER 0.50 X X 0 0 0 DEANNE E RADKE TRUSTEE 0.50 X 0 0 0 DOUGLAS WEICHMAN CAFM OUTGOING IMMEDIATE PAST PRESIDENT 0.50 X X 0 0 0 JEFFREY L JETER VICE PRESIDENT 0.50 X X 0 0 0 JOSEPH I LAROSA OUTGOING VICE PRESIDENT 0.50 X X 0 0 0 KATHY WELLIK CAFM TRUSTEE 0.50 X 0 0 0 MICHAEL H COLE OUTGOING VP FOR CANADA/REGIONAL TRU 0.50 X X 0 0 0 PATRICK T BARRETT CAFM TRUSTEE 0.50 X 0 0 0 PATTI M EARLY CAFM SENIOR VICE PRESIDENT 0.50 X X 0 0 0 RAY BRISBY CAFM TRUSTEE 0.50 X 0 0 0 RUTH A ALFSON CAFM IMMEDIATE PAST PRESIDENT 0.50 X X 0 0 0 SANDY G LEONARD CAFS OUTGOING TRUSTEE 0.50 X 0 0 0 STEVE SALTZGIVER CAFS TRUSTEE 0.50 X 0 0 0 PHILLIP E RUSSO CAE CEO 40.00 X 244174 0 60902 SHERYL MARTIN COO 40.00 X 161777 0 1100 TINA MERCARDO DIRECTOR 40.00 X 106459 0 18801 512410 0 80803 3 0 1 0 ARAMARK 333 S FRANKLIN ST TAMPA FL 33602 CATERING 286179 KENT & O'CONNOR INC 1530 WILSON BLVD ARLINGTON VA 22209 LEGISLATIVE COUNSEL 213550 AUDIO VISUAL ONE LLC PO BOX 1115 BEDFORD PARK IL 60499 AUDIO VISUAL 184526 HOWE & HUTTON LTD 125 SOUTH WACKER DRIVE CHICAGO IL 60606 LEGAL COUNSEL 135015 IVC PFV LLC PO BOX 823567 PHILADELPHIA PA 19182 PROPERTY MANAGEMENT 126759 8 1357504 1357504 CONFERENCE/SEMINAR 511120 2562842 2562842 CAFM PROGRAM 511120 228707 228707 SUBSTAINABLE FLEET PRO 511120 67957 67957 PUBLICATIONS 511120 15252 15252 RESOURCE CENTER 511120 12346 12346 2887104 132306 132306 39918 39918 OTHER REVENUE 900099 25230 500 24730 E-COMMERCE 900099 21358 4699 16659 46588 4463420 2892303 41389 172224 467953 731368 24768 92537 100971 126592 84273 239869 10608 222414 150398 244831 57107 169615 48322 1242846 9505 GOVERNING BOARD EXPENSE 147167 CAFM PROGRAM 75430 STRATEGIC PLANNING 33815 PUBLICATION & RESOURCE 25606 25100 4331095 26726 6425 989402 1184552 60397 33893 254143 241702 286040 218946 15464 67094 2255421 2594391 3601553 4128057 93774 305408 2085573 2060209 2179347 2365617 X 1422206 1762440 1422206 1762440 3601553 4128057 132325 207909 0 X X 0 1 X 1 0 0 0 0 1357504 8502 13751 22253 13575 8678 286040 218946 67094 67094 X 4671329 207909 207909 4463420 0 4463420 4331095 0 4331095 0 4331095 PART X, LINE 2: THE ASSOCIATION HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2017 AND 2016. THE ASSOCIATION'S U.S. FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2014 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE ASSOCIATION RECOGNIZES INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS OPERATING EXPENSES AND INCLUDES ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. THERE WERE NO INTEREST OR PENALTIES PAID FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 CONSULTANT CONSULTANT SERVICES 165000 NORTH AMERICA 0 0 C LEGISLATIVE COUNSEL 27323 0 0 0 0 0 0 192323 0 192323 0 0 0 0 0 0 X X X X 0 0 0 PHILLIP E RUSSO CAE CEO 218205 0 17469 0 8500 0 14985 0 45917 0 305076 0 0 0 SHERYL MARTIN COO 161777 0 0 0 0 0 0 0 1100 0 162877 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 NAFA HAS BOTH MEMBERS AND ASSOCIATES. FORM 990, PART VI, SECTION A, LINE 7A IN 2011, NAFA CHANGED ITS BYLAWS TO ELIMINATE THE NEED FOR BALLOTS TO BE MAILED TO EVERY MEMBER IN THE CASE OF UNCONTESTED ELECTIONS. THIS WAS DONE BECAUSE IN NAFA'S 55 YEAR HISTORY, THERE HAS BEEN ONE CONTESTED ELECTION. NOW, A NOMINATING COMMITTEE NOMINATES ONE INDIVIDUAL FOR EACH SEAT ON THE BOARD OF TRUSTEES. MEMBERS ARE ALERTED OF THE STATUS OF THE BALLOT AND MAY RUN BY PETITION IF NOT NOMINATED BY THE NOMINATING COMMITTEE. IF THERE IS NO CONTESTED ELECTION, THE NAFA SECRETARY CASTS ONE VOTE FOR EACH PERSON NOMINATED BY THE NOMINATING COMMITTEE. IF THERE IS A CONTESTED ELECTION, WE WOULD PRINT AND MAIL BALLOTS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES IN BYLAWS REQUIRE MEMBER APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B INDEPENDENT AUDITOR PREPARES THE RETURN BASED ON AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY NAFA'S MANAGEMENT. THE RETURN IS THEN REVIEWED BY THE CEO AND PRESENTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED BY EVERY MEMBER OF THE BOARD, COLLECTED AND HELD AT NAFA HEADQUARTERS. FORM 990, PART VI, SECTION B, LINE 15A NAFA FINANCE COMMITTEE GATHERS COMPARABLE DATA AND SUBSTANTIATES CEO'S PAY LEVEL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE POSTED ON THE ASSOCIATION'S WEBSITE. OTHER DOCUMENTS CAN BE REQUESTED VIA NAFA WEBSITE, BY MAIL, FAX, E-MAIL, OR UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AS WELL AS THE SELECTION OF THE INDEPENDENT ACCOUNTANTS.