2018-10-24T10:52:34-05:00 2017-12-31 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2017-01-01 530114680 AMERICAN BUS ASSOCIATION AMER 2028421645 111 K STREET NE 9TH FLOOR WASHINGTON DC 200028110 ERIC C BRAENDEL CHIEF FINANCIAL OFFICER 2028421645 2018-10-23 1 YONG ZHANG CPA P01249785 7033366400 66.98.98.15 2018-10-23 15:00:22 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5BB3B986E96693C9FA12ABDB8E5DE88F5CFF60A5 2017 2018-06-14 16:35:46Z PETER J PANTUSO 111 K STREET NE 9TH FLOOR WASHINGTON DC 200028110 5789332 0 X WWW.BUSES.ORG X 1929 DC TO REPRESENT THE U.S. BUS INDUSTRY IN WASHINGTON, D.C.; TO FACILITATE RELATIONSHIPS BETWEEN THE NORTH AMERICAN MOTORCOACH INDUSTRY AND ALL RELATED SEGMENTS OF THE TRAVEL AND SUPPLIER INDUSTRY; AND TO CREATE AWARENESS OF THE MOTORCOACH INDUSTRY AMONG CONSUMERS IN NORTH AMERICA. 48 47 24 47 6031 2921 0 0 4865941 5089523 18687 251076 290722 280150 5175350 5620749 0 0 0 0 2215462 2417396 0 0 0 2860446 2889753 5075908 5307149 99442 313600 12548115 13188685 8733770 8840567 3814345 4348118 X THE AMERICAN BUS ASSOCIATION IS THE TRADE ASSOCIATION UNITING LIKE NO OTHER TRAVEL TRADE GROUP THE MOTORCOACH, TOURISM, GROUP TRAVEL AND EQUIPMENT SEGMENTS OF THE TRAVEL COMMUNITY. IN THAT ROLE, ABA ACTS TO EXPAND THE SCOPE OF BUS SERVICE TO THOSE WITH ACCESS TO NO OTHER TRAVEL CHOICE, FILL IN INTERMODAL GAPS IN THE NETWORK OF TRANSPORTATION SERVICES, EDUCATE GROUPS OF ALL AGES THROUGH EXPERIENTIAL TRIPS THAT TAKE THEM TO ICONIC AND HISTORICAL DESTINATIONS, AND TO INFUSE TOURISM DOLLARS INTO EVERY ATTRACTION A GROUP TOUR VISITS BY BUS. ABA ALSO SEEKS TO EDUCATE POLICY-MAKERS, THE MEDIA AND CONSUMERS ABOUT THE ATTRIBUTES OF MOTORCOACH TRAVEL AS THE SAFEST, GREENEST, MOST COST-EFFECTIVE AND HASSLE-FREE TRANSPORTATION CHOICE. 0 0 THE AMERICAN BUS MARKETPLACE IS THE PREMIER BUSINESS EVENT FOR THE GROUP TRAVEL INDUSTRY. THE APPOINTMENTS ARE THE CORE OF THE SHOW; WHICH ALLOW BUYERS AND SELLERS TO MEET FACE-TO-FACE IN PRESCHEDULED SEVEN-MINUTE APPOINTMENTS. IN ADDITION TO THE QUALITY APPOINTMENTS, MARKETPLACE OFFERS PROFESSIONAL EDUCATION SEMINARS AND NUMEROUS NETWORKING OPPORTUNITIES. ADDITIONALLY, THE PRODUCT PAVILION, OFFERS OPERATORS THE OPPORTUNITY TO VIEW THE INDUSTRY'S LATEST PRODUCTS AND SERVICES. ASSOCIATE MEMBERS CAN NOW SHOWCASE THEIR PRODUCTS AND SERVICES ON THE EXHIBIT FLOOR TO THE MORE THAN 320 OPERATOR COMPANIES WHO ATTEND MARKETPLACE. WITH THE ADDITION OF THE PRODUCT PAVILION, MARKETPLACE IS A ONE-STOP SHOP FOR THE GROUP TRAVEL AND MOTORCOACH INDUSTRY TO BUILD BUSINESS RELATIONSHIPS, CONDUCT ONE-TO-ONE BUSINESS APPOINTMENTS, VIEW THE NEWEST PRODUCTS AND SERVICES, LEARN ABOUT THE LATEST TRENDS AND INDUSTRY INFORMATION, AND NETWORK - ALL RESULTING IN PROVIDING OUR MEMBERS WITH A GREATER RETURN ON INVESTMENT. BUYERS WHO ARE BUS OWNERS AND TOUR OPERATORS, COME TO MEET WITH SELLERS WHO ARE TRAVEL INDUSTRY REPRESENTATIVES FROM DESTINATION MARKETING ORGANIZATIONS (CITIES, AREAS, STATES), ATTRACTIONS, RESTAURANTS, RECEPTIVE OPERATORS, HOTELS AND ASSOCIATE SERVICE SUPPLIERS. THESE BUSINESS SESSIONS ALLOW BUYERS AND SELLERS TO PLAN TRIP ITINERARIES FOR MOTORCOACH GROUP TRAVEL THROUGHOUT THE US AND CANADA. ABA WORKS ON OUR MEMBERS' BEHALF TO PROVIDE INFORMATION ON THE ENTIRE SPECTRUM OF LEGISLATIVE AND REGULATORY ISSUES AT BOTH THE FEDERAL AND STATE LEVELS THAT AFFECTS THE MOTORCOACH INDUSTRY. ABA POLICIES ARE DEVELOPED BY THE ABA POLICY COMMITTEE AND APPROVED BY THE ABA BOARD OF DIRECTORS AND SET FORTH THE POLICY POSITIONS OF ABA ON A VARIETY OF REGULATORY AND LEGISLATIVE ISSUES AFFECTING THE MOTORCOACH INDUSTRY. ABA WORKS WITH ITS MEMBERS TO CREATE POSITION PAPERS ON KEY ISSUES AFFECTING THE MOTORCOACH INDUSTRY. MEMBERSHIP SERVICE 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 10 0 1 24 0 1 1 0 0 0 0 0 X 48 47 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X ERIC BRAENDEL 2028421645 111 K STREET NE 9TH FLOOR WASHINGTON DC 200028110 ALAN GLICKMAN DIRECTOR 1.00 X 0 0 0 FRANCIS TEDESCO DIRECTOR 1.00 X 0 0 0 TJ MORGAN DIRECTOR 1.00 X 0 0 0 ELAINE FICKETT DIRECTOR 1.00 X 0 0 0 CAM MORRIS DIRECTOR 1.00 X 0 0 0 KAREN SANDERS DIRECTOR 1.00 X 0 0 0 GORDON MACKAY DIRECTOR 1.00 X 0 0 0 JOHN MILLER DIRECTOR 1.00 X 0 0 0 TOM JEBRAN DIRECTOR 1.00 X 0 0 0 PETER PICKNELLY DIRECTOR 1.00 X 0 0 0 BILL BLANKENSHIP DIRECTOR 1.00 X 0 0 0 STEPHANIE PARR-BROOKS DIRECTOR 1.00 X 0 0 0 TERRY FISCHER DIRECTOR 1.00 X 0 0 0 WARREN DICKINSON DIRECTOR 1.00 X 0 0 0 BOB FOLEY DIRECTOR 1.00 X 0 0 0 POLINA RAYGORODSKAYA DIRECTOR 1.00 X 0 0 0 DOUG ANDERSON DIRECTOR 1.00 1.00 X 0 0 0 LINDA BURTWISTLE DIRECTOR 1.00 X 0 0 0 DON DEVIVO DIRECTOR 1.00 X 0 0 0 TONY FIORINI DIRECTOR 1.00 X 0 0 0 AL SPENCE DIRECTOR 1.00 X 0 0 0 CHRIS ANZUONI DIRECTOR 1.00 X 0 0 0 MICHAEL COLBORNE DIRECTOR 1.00 X 0 0 0 STEVE HADDAD DIRECTOR 1.00 X 0 0 0 JIM JALBERT DIRECTOR 1.00 X 0 0 0 RON MOORE DIRECTOR 1.00 1.00 X 0 0 0 BRYAN COLE DIRECTOR 1.00 1.00 X 0 0 0 MIKE BUTTS DIRECTOR 1.00 X 0 0 0 MIKIE COFFMAN DIRECTOR 1.00 X 0 0 0 STEPHANIE LEE DIRECTOR 1.00 X 0 0 0 LINDA SPRUILL DIRECTOR 1.00 X 0 0 0 DANE CORNELL DIRECTOR 1.00 X 0 0 0 IAN SMART DIRECTOR 1.00 X 0 0 0 FRANOIS TREMBLAY DIRECTOR 1.00 X 0 0 0 JULIA CONWAY DIRECTOR 1.00 X 0 0 0 SCOTT HENRY DIRECTOR 1.00 X 0 0 0 JOHN MEIER DIRECTOR 1.00 X 0 0 0 BILL TORRES DIRECTOR 1.00 X 0 0 0 DARYL JOHNSON DIRECTOR 1.00 X 0 0 0 BUDDY YOUNG DIRECTOR 1.00 X 0 0 0 GENE BERARDI DIRECTOR 1.00 X 0 0 0 BEN BLUNT DIRECTOR 1.00 X 0 0 0 STEVE WOELFEL DIRECTOR 1.00 1.00 X 0 0 0 DALE MOSER DIRECTOR 1.00 X 0 0 0 DAVID EATON DIRECTOR 1.00 X 0 0 0 CHRIS SHEPLER DIRECTOR 1.00 X 0 0 0 JOHN PERCY DIRECTOR 1.00 1.00 X 0 0 0 PETER J PANTUSO PRESIDENT & CEO 38.00 2.00 X X 461995 0 59347 ERIC BRAENDEL CFO 38.00 X 223313 0 51657 LYNN BREWER SVP MEETINGS, EDU. 38.00 X 204561 0 26680 SUZANNE ROHDE VP GOVT AFFAIR 38.00 X 241797 0 38562 MELANIE HINTON DIR. COMMUNCATIONS & MEDIA RELATIONS 38.00 X 130650 0 36345 VICKI OSMAN SR. DIR, MEMBER SERVICES 38.00 X 111851 0 18389 BRANDON BUCHANAN DIR. REGULATORY AFFAIRS 38.00 X 107679 0 15231 1481846 0 246211 7 0 1 0 FREEMAN PO BOX 650035 DALLAS TX 75235 SITE MANAGEMENT 307373 IMPEXIUM 1775 TYSONS BLVD MCLEAN VA 22102 DATABASE 244400 BAV SERVICES 10 SONWIL DR BUFFALO NY 14225 AUDIO VISUAL SERVICES 122402 3 MEETINGS 611430 3395336 3395336 MEMBERSHIP DUES 900099 1694187 1694187 5089523 126772 126772 115100 115100 115349 109318 6031 6031 6031 183569 59265 124304 124304 124304 OTHER REVENUE 900099 159019 159019 159019 5620749 5089523 6031 525195 1027552 1013386 135155 117500 123803 102413 27500 40299 248673 6659 136805 186299 482582 206254 1203891 1240 194123 39519 DUES & SUBSCRIPTION 84445 TRAINING 25118 OTHER EXPENSES 13251 RENTAL EXP. ON LINE 6B -109318 5307149 500 500 1382120 1547626 1172848 1118395 406138 204217 6133818 1245302 4835712 4888516 4268755 4783568 482042 645863 12548115 13188685 1132842 1177873 3866998 3844058 3251888 3134307 482042 684329 8733770 8840567 X 3814345 4348118 3814345 4348118 12548115 13188685 313600 220173 0 X X 0 1 X 1 0 0 0 0 1694187 80014 80014 203302 -123288 5516743 965193 4551550 617075 280109 336966 4888516 OBLIGATION UNDER DEFERRED COMPENSATION AGREEMENTS 645863 CAPITAL LEASE OBLIGATION 38466 684329 X 6688172 220173 887549 1107722 5580450 40299 40299 5620749 6172862 906012 906012 5266850 40299 40299 5307149 PART X, LINE 2: THE ASSOCIATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. INCOME, WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE ASSOCIATION DID NOT HAVE ANY NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016. MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: BUSES LLC REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 778,231. RENTAL EXPENSE ON LINE 6B 109,318. PART XII, LINE 2D - OTHER ADJUSTMENTS: BUSES LLC EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 796,694. RENTAL EXPENSE ON LINE 6B 109,318. X X X X 0 1 0 PETER J PANTUSO PRESIDENT & CEO 374421 0 71760 0 15814 0 50276 0 9071 0 521342 0 0 0 ERIC BRAENDEL CFO 197886 0 24765 0 662 0 28063 0 23594 0 274970 0 0 0 LYNN BREWER SVP MEETINGS, EDU. 192866 0 9930 0 1765 0 25280 0 1400 0 231241 0 0 0 SUZANNE ROHDE VP GOVT AFFAIR 218011 0 22663 0 1123 0 29770 0 8792 0 280359 0 0 0 MELANIE HINTON DIR. COMMUNCATIONS & MEDIA RELATIONS 123923 0 6440 0 287 0 12854 0 23491 0 166995 0 0 0 PART I, LINE 4B THE PRESIDENT/CEO PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN UNDER IRC 457(F). THE ORGANIZATION CONTRIBUTED $18,276 FOR THE PRESIDENT/CEO IN 2017. A DISTRICT OF COLUMBIA 536001131 2010-12-15 3995000 TO FINANCE THE OFFICE CONDOMINIUM 0 0 0 A 860693 3995000 167126 3995000 2010 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 6 ABA REPRESENTS APPROXIMATELY 1,000 MOTORCOACH AND TOUR COMPANIES IN THE UNITED STATES AND CANADA. ITS MEMBERS OPERATE CHARTER, TOUR, REGULAR ROUTE, AIRPORT EXPRESS, SPECIAL OPERATIONS AND CONTRACT SERVICES (COMMUTER, SCHOOL, TRANSIT). ANOTHER 2,800 MEMBER ORGANIZATIONS REPRESENT THE TRAVEL AND TOURISM INDUSTRY AND SUPPLIERS OF BUS PRODUCTS AND SERVICES WHO WORK IN PARTNERSHIP WITH THE NORTH AMERICAN MOTORCOACH INDUSTRY. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION'S MEMBERSHIP VOTES DURING THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B ON OCCASION, THERE ARE SPECIAL ITEMS THAT ARE CONSIDERED BY THE BOARD AT THE BOARD'S DISCRETION THAT MAY REQUIRE VOTE OF APPROVAL FROM THE MEMBERSHIP. IF IT IS DETERMINED THAT THE MEMBERSHIP SHOULD VOTE ON THESE SPECIAL ITEMS, THEN A SPECIAL MEETING SHALL BE CALLED. WITH RESPECT TO EACH ANNUAL OR SPECIAL MEETING CALLED BY THE BOARD OF DIRECTORS, THE BOARD SHALL DETERMINE THE CLASS OR CLASSES OF MEMBERS ELIGIBLE TO ATTEND. WRITTEN OR PRINTED NOTICE OF EACH ANNUAL OR SPECIAL MEETING OF THE ASSOCIATION STATING THE TIME, PLACE AND OBJECT THEREOF, SHALL BE GIVEN TO EACH ELIGIBLE MEMBER IN GOOD STANDING AS SHOWN BY THE RECORDS OF THE SECRETARY OF THE ASSOCIATION BY SUCH METHODS AS ALLOWED BY LAW AT LEAST THIRTY (30) DAYS BEFORE THE DATE ON WHICH THE MEETING IS TO BE HELD. NO PUBLICATION OF ANY NOTICE OF A MEETING OF THE ASSOCIATION SHALL BE REQUIRED. IF ANY MEMBER SHALL SIGN A WRITTEN WAIVER OF NOTICE OF ANY MEETING, EITHER BEFORE OR AFTER THE MEETING, SUCH WAIVER SHALL BE DEEMED EQUIVALENT TO NOTICE. ALL ELIGIBLE MEMBERS IN GOOD STANDING, PRESENT AT ANY ANNUAL MEETING OR SPECIAL MEETING, SHALL BE ENTITLED TO VOTE. AT ALL MEETINGS OF THE ASSOCIATION, THE PRESENCE OF ONE-TENTH OF THE ELIGIBLE VOTES SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. IF SUCH QUORUM SHALL NOT BE PRESENT, THE MEMBERS ENTITLED TO VOTE THEREAT, REPRESENTED IN PERSON, AND SHALL HAVE POWER TO ADJOURN THE MEETING FROM TIME TO TIME, WITHOUT NOTICE OTHER THAN ANNOUNCEMENT AT THE MEETING, OR UNTIL A QUORUM SHALL BE REPRESENTED. AT SUCH ADJOURNED MEETINGS AT WHICH A QUORUM SHALL BE PRESENT OR REPRESENTED, ANY BUSINESS MAY BE TRANSACTED WHICH MIGHT HAVE BEEN TRANSACTED AT THE MEETING AS ORIGINALLY NOTIFIED. FORM 990, PART VI, SECTION B, LINE 11B ABA DOES NOT PROVIDE A COPY OF THE FULL FORM 990 TO ITS BOARD FOR REVIEW PRIOR TO FILING. ABA HAS QUARTERLY BOARD MEETINGS AND PROVIDES ACCESS TO ALL OF THE INFORMATION THAT IS INCORPORATED INTO THE FINAL FORM 990 INCLUDING SUCH INFORMATION AS EMPLOYEE COMPENSATION, INSURANCE POLICIES, AND AUDITED FINANCIAL STATEMENTS AT EACH MEETING. THE BOARD HAS FULL ACCESS TO THE FINAL FORM 990 FOLLOWING ITS FILING AS DOES EVERY MEMBER OF THE PUBLIC. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REMINDED OF THE CONFLICT OF INTEREST IN PLACE AT THE ORGANIZATION AND ARE REQUIRED TO DISCLOSE OF ANY POTENTIAL CONFLICTS DURING BOARD MEETINGS HELD THREE TIMES PER YEAR. FORM 990, PART VI, SECTION B, LINE 15 ON AVERAGE A COMPENSATION CONSULTANT IS HIRED EVERY TWO YEARS TO PERFORM A COMPENSATION SCHEDULE TO DETERMINE IF WHAT THE ASSOCIATION IS PAYING IS COMPETITIVE. THE EXECUTIVE COMMITTEE REVIEWS THE OUTCOME TO DETERMINE IF ADJUSTMENTS ARE REQUIRED. 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 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. AMERICAN BUS ASSOCIATION FOUNDATION INC 111 K STREET NE 9TH FLOOR WASHINGTON DC 20002 522036929 CHARITABLE DC 501(C)(3) 7 AMERICAN BUS ASSOCIATION 1 NATIONAL BUS TRAFFIC ASSOCIATION 111 K STREET NE 9TH FLOOR WASHINGTON DC 20002 361521425 CLEARINGHOUSE DC 501(C)(6) AMERICAN BUS ASSOCIATION 1 BUSES LLC 111 K STREET NE 9TH FLOOR WASHINGTON DC 20002 651316741 PUBLICATIONS DC AMERICAN BUS ASSOCIATION C 778231 2186224 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 NATIONAL BUS TRAFFIC ASSOCIATION L 82237 CASH