NATSO: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NATSO (EIN 52-0791433)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-06
- IRS object ID
- 201343109349300824
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-06T13:52:51-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540975470 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOMES LOWRY HORN & JOHNSON LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3998 FAIR RIDGE DRIVE SUITE 360 | AddressLine1 |
| City | FAIRFAX | City |
| State | VA | State |
| ZIP Code | 220332907 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520791433 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATSO INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATS | NameControl |
| Phone | 7035492100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1737 KING STREET NO 200 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA MULLINGS | Name |
| Title | CEO/PRESIDENT | Title |
| Phone | 7035492100 | Phone |
| Date Signed | 2013-10-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GAIL E CHAMBERS | Name |
| PTIN | P00631932 | PTIN |
| Phone | 7032814880 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LISA MULLINGS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1737 KING STREET NO 200 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4831582 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.NATSO.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O.TO ADVANCE THE SUCCESS OF TRUCKSTOP AND TRAVEL PLAZA MEMBERS BY DELIVERING SOLUTIONS TO MEMBERS' CHALLENGES AND ACHIEVING THE PUBLIC POLICY GOALS OF THE TRUCKSTOP AND TRAVEL PLAZA INDUSTRY. NATSO, INC. REPRESENTS MORE THAN 1,200 TRAVEL PLAZAS AND TRUCKSTOPS NATIONWIDE, OWNED BY 229 CORPORATE ENTITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 16 | TotalNbrEmployees |
| Total Nbr Volunteers | 45 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1936473 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2016196 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 161734 | InvestmentIncomePriorYear |
| Investment Income Current Year | 338942 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 80000 | OtherRevenuePriorYear |
| Other Revenue Current Year | 80000 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2178207 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2435138 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1387466 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1422626 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1519560 | OtherExpensePriorYear |
| Other Expenses Current Year | 1664295 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2907026 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3086921 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -728819 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -651783 | RevenuesLessExpensesCY |
| Total Assets BOY | 6825123 | TotalAssetsBOY |
| Total Assets EOY | 6822080 | TotalAssetsEOY |
| Total Liabilities BOY | 1257952 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1463222 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5567171 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5358858 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ADVANCE THE SUCCESS OF OUR TRAVEL PLAZA AND TRUCKSTOP MEMBERS THROUGH ADVOCACY, KNOWLEDGE, INNOVATION AND COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | ADVOCACY: INFORM FEDERAL LAWMAKERS AND POLICYMAKERS ON MATTERS AFFECTING THE INDUSTRY. ANNUAL GOVERNMENT AFFAIRS CONFERENCE TO DISCUSS LEGISLATIVE ISSUES AFFECTING THE INDUSTRY AND ENGAGE IN ADVOCACY ACTIVITIES. EDUCATE MEMBERS ON THE LEGISLATIVE PROCESS, AND HELP THEM DEVELOP RELATIONSHIPS WITH MEMBERS OF CONGRESS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INFORMATION, RESEARCH AND EDUCATION: ANNUAL CONVENTION AND TRADE SHOW FOR THE TRAVEL PLAZA INDUSTRY. PROVIDE MEMBERS WITH EDUCATIONAL OPPORTUNITIES RELEVANT TO THEIR BUSINESS. TRADE SHOW OFFERS A SHOWCASE OF NEW PRODUCTS AND SERVICES IN THE INDUSTRY, AS WELL AS NETWORKING OPPORTUNITIES FOR TRUCKSTOP MEMBERS AND RELATED COMPANIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPACITY: PROVIDE MEMBERS WITH COMPREHENSIVE RESOURCES AND TOOLS TO SUCCEED IN THE TRUCKSTOP AND TRAVEL PLAZA INDUSTRY INCLUDING STOPWATCH, NATSO'S BI-MONTHLY JOURNAL, NATSO NEWS WEEKLY, THE ELECTRONIC NEWSLETTER AND NATSO'S WEBSITE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 16 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7035492100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1737 KING STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| LISA J MULLINGS | |||||||
| PRESIDENT/CEO | 40.00 | X | X | 218400 | 0 | 34284 | |
| DAN ALSAKER | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JIMMY A HASLAM | |||||||
| CHAIN DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| FRANK LOVE | |||||||
| CHAIN DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DELIA MOON MEIER | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROGER PHILLIPS | |||||||
| ALLIED DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS M O'BRIEN | |||||||
| SECRETARY TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| ROBERT BERKSTRESSER | |||||||
| PAST STEERING COUNCIL CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| DARRIN FLITTON | |||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| MARK AUGUSTINE | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BOB V RYAN JR | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROGER COLE | |||||||
| CHAIRMAN ELECT | 1.00 | X | X | 0 | 0 | 0 | |
| TOM HEINZ | |||||||
| NATSO FOUNDATION CHAIRMAN | 1.00 | X | 0 | 0 | 0 | ||
| BILL VOLLENWEIDER | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PAMELA HAYES | |||||||
| VP, STRATEGIC PARTNERSHIPS | 40.00 | 111500 | 0 | 24076 | X | ||
| HOLLY ALFANO | |||||||
| VP, GOVT AFFAIRS | 40.00 | 137628 | 0 | 26010 | X | ||
| CHRISTINE SCHOESSLER | |||||||
| CHIEF OF OPERATIONS | 40.00 | 112660 | 0 | 13330 | X | ||
| BRADLEY STOTLER | |||||||
| DIRECTOR, GOVERNMENT AFFAIRS | 40.00 | 121450 | 0 | 14839 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 701638 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 112539 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| MEMBER DUES,ASSESSMENTS | 900099 | 988569 | 988569 | |
| CHECKLINK | 900099 | 542459 | 542459 | |
| ANNUAL CONVENTIONS | 900099 | 472593 | $472,593 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12575 | TotalRevenueColumn |
| Exclusion | $12,575 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2016196 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 291501 | TotalRevenueColumn |
| Exclusion | $291,501 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 80000 | TotalRevenueColumn |
| Exclusion | $80,000 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2443885 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2393202 | Securities |
| Other | 3242 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 50683 | Securities |
| Other | -3242 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47441 | TotalRevenueColumn |
| Related Or Exempt Function Income | -3242 | RelatedOrExemptFunctionIncome |
| Exclusion | $50,683 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2435138 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1527786 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $907,352 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 701638 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 465227 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55502 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115276 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84983 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41072 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29600 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37112 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67764 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195195 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229506 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174662 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 310624 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25868 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6983 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| CONSULTANTS | 311044 |
| MKTG/PRINT/DESIGN | 81379 |
| DUES & SUBSCRIPTIONS | 65738 |
| INFO/SUBSCRIPTIONS | 57791 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29957 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3086921 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130003 | BOY |
| EOY | 275355 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91333 | BOY |
| EOY | 112494 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163926 | BOY |
| EOY | 176974 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136411 | BOY |
| EOY | 59966 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 554432 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 515608 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34140 | BOY |
| EOY | 38824 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6226682 | BOY |
| EOY | 6120822 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42628 | BOY |
| EOY | 37645 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6825123 | BOY |
| EOY | 6822080 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 280077 | BOY |
| EOY | 285612 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 950036 | BOY |
| EOY | 1149876 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27839 | BOY |
| EOY | 27734 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1257952 | BOY |
| EOY | 1463222 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5567171 | BOY |
| EOY | 5358858 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5567171 | BOY |
| EOY | 5358858 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6825123 | BOY |
| EOY | 6822080 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -651783 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 443500 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -30 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
| Dues Assessments | 988569 | DuesAssessments |
| Non Ded Lobby Political Current | 495984 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | 208462 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 704446 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 780772 | AggrAmtReportedInDuesNotices |
| Taxable | -$76,326 | TaxableAmount |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1638 | OtherCostOrOtherBasis |
| Depreciation | 1638 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 407355 | OtherCostOrOtherBasis |
| Depreciation | 368531 | Depreciation |
| Book Value | 38824 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 145439 | OtherCostOrOtherBasis |
| Depreciation | 145439 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 38824 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO SUBSIDIARY-SERVICE CORP | Description |
| Amount | $27,734 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 27734 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3470899 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 443500 | NetUnrealizedGainsInvestments |
| Other Revenues | 592261 | OtherRevenues |
| Revenue Not Rptd F990 | 1035761 | RevenueNotRptdF990 |
| Revenue Subtotal | 2435138 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2435138 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3679317 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 592396 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 592396 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3086921 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3086921 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ASSOCIATION'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. ASSOCIATION MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009. |
| PART XI, LINE 2D: 623,088 DONATED ADVERTISING (37,112) INVESTMENT FEES (NETTED ON FINANCIAL STATEMENTS) 6,285 SUBSIDIARY INCOME - REPORTED ON SEPARATE TAX RETURN TOTAL OF OTHER: 592,261 PART XII, LINE 2D: 623,088 DONATED ADVERTISING (37,112) INVESTMENT FEES (NETTED ON FINANCIAL STATEMENTS) 6,420 SUBSIDIARY EXPENSES - REPORTED ON A SEPARATE TAX RETURN TOTAL OF OTHER: 592,396 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LISA J MULLINGS | ||||||||||||||
| PRESIDENT/CEO | 218400 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 34284 | 0 | 252684 | 0 | 0 | 0 |
| HOLLY ALFANO | ||||||||||||||
| VP, GOVT AFFAIRS | 132328 | 0 | 5300 | 0 | 0 | 0 | 0 | 0 | 26010 | 0 | 163638 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | NATSO IS A TRADE ASSOCIATION. VARIOUS BOARD MEMBERS DO BUSINESS WITH EACH OTHER FROM TIME TO TIME. | |
| FORM 990, PART VI, SECTION A, LINE 4 | FORM 990, PART VI, SECTION A, LINE 4: THE ORGANIZATION MADE THE FOLLOWING CHANGES TO ITS BYLAWS: ARTICLE IV - ONE MORE ALLIED DIRECTOR WAS ADDED AND THE CHAIRMAN OF THE NATSO FOUNDATION SHALL SERVE AS AN EX OFFICIO VOTING MEMBER OF THE NATSO BOARD OF DIRECTORS. ARTICLE VI - THE CHAIRMAN OF THE NASTO, INC. BOARD OF DIRECTORS SERVES AS AN EX OFFICIO VOTING MEMBER OF THE NASTO FOUNDATION. ARTICLE VII - NATSO, INC. AND NATSO FOUNDATION SHALL BE OPERATED TO BE CONSISTENT AND COMPLIANT WITH THE TERMS IN THE MANAGEMENT AGREEMENT, EXCEPT AS OTHERWISE PROVIDED IN THE NATSO, INC. BYLAWS. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS REGULAR MEMBERS THAT ELECT AT LARGE DIRECTORS THAT SERVE FOR THREE YEARS. THE ORGANIZATION HAS ALLIED MEMBERS THAT ELECT AN ALLIED DIRECTOR THAT SERVES FOR THREE YEARS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY CHANGE TO THE ASSOCIATION'S BYLAWS APPROVED BY THE BOARD OF DIRECTORS REQUIRES 2/3 VOTE OF THE MEMBERSHIP (PER THE BYLAWS). THE BYLAWS ALSO PROVIDE THAT A MAJORITY OF THE MEMBERSHIP MUST CONSENT TO THE BOARD'S DISPOSAL OF ASSETS UPON DISSOLUTION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CEO AND FINANCE DIRECTOR REVIEW THE FORM 990 AFTER IT IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A COPY OF FORM 990 IS PROVIDED TO THE BOARD BEFORE FILING. BOARD MEMBERS ARE NOTIFIED THAT THIS DOCUMENT IS AVAILABLE, FOR HOW LONG AND WHEN THE RETURN WILL BE FILED. THE RETURN WILL BE FILED AS PRESENTED IF NO FURTHER ADJUSTMENTS ARE WARRANTED. THE BOARD RECEIVES NOTIFICATION OF ANY ADDITIONAL CHANGES PRIOR TO FILING. THE RETURN IS THEN SIGNED BY THE CEO AND FILED APPROPRIATELY. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS DISTRIBUTED TO THE BOARD OF DIRECTORS; THE BOARD ANNUALLY DISCLOSES ACTUAL OR POTENTIAL CONFLICTS. THE CHAIRMAN IS ADVISED OF ANY ACTUAL OR POTENTIAL CONFLICTS NOTED ON THE FORM. OUTSIDE COUNSEL REVIEWS ACTUAL OR POTENTIAL CONFLICTS AND ADVISES WHETHER THEY ARE REQUIRED TO BE DISCLOSED TO THE BOARD OR OFFICERS. IF NECESSARY, THE CONFLICT IS DISCLOSED AND THE DIRECTOR OR OFFICER IS RECUSED FROM DISCUSSION OR VOTING AND IF NECESSARY WOULD BE ASKED TO RESIGN. THE ORGANIZATION HAS A LIST OF FACTORS TO REVIEW IN DETERMINING WHETHER A CONFLICT EXISTS. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE ESTABLISHES COMPENSATION FOR THE CEO AS OUTLINED IN AN EMPLOYMENT CONTRACT. COMPARABILITY DATA WAS PROVIDED TO THE EXECUTIVE COMMITTEE FROM A VARIETY OF SOURCES. NO OTHER MEMBERS OF THE BOARD OF DIRECTORS ARE COMPENSATED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE BYLAWS ARE PROVIDED ON THE ASSOCIATION'S WEBSITE. | |
| FORM 990, PART VII | DAN ALSAKER - PO BOX 14646, SPOKANE, WA 99214-0646. JIMMY A. HASLAM - PO BOX 10146, KNOXVILLE, TN 37939. FRANK LOVE - PO BOX 26210, OKLAHOMA CITY, OK 73126-0210. DELIA MOON MEIER - PO BOX 639, WALCOTT, IA 52773. ROGER PHILLIPS - 535 MARRIOT DRIVE, 8TH FLOOR, NASHVILLE, TN 37214-0991. THOMAS M. O'BRIEN - 24601 CENTER RIDGE ROAD, SUITE 200, WESTLAKE, OH 44145-5639. ROBERT BERKSTRESSER - 2516 N. LEE HWY, RAPHINE, VA 24450. DARRIN FLITTON - PO BOX 30825, SALT LAKE CITY, UT 84102. MARK AUGUSTINE - 429 NORTH OHIO, PO BOX 647, SALINA, KS 67402-0647. BOB V. RYAN, JR - PO BOX 967, JACKSON, GA 30233. ROGER COLE - 100 ARBOR OAK DRIVE SUITE 206, ASHLAND, VA 23005. TOM HEINZ - 353 WEST SAWGRASS TRAIL, DAKOTA DUNES, SD 57049-5129. BILL VOLLENWEIDER - 21055 WEST ROAD, WOODHAVEN, MI 48183. | CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| FORM 990, PART XI, LINE 9: | ADJUSTMENT -30. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| SCHEDULE D, PART XI, LINE 2C: | THE ORGANIZATION'S AUDIT COMMITTEE OF THE BOARD OF DIRECTORS HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NATSO FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1737 KING STREET SUITE 200 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541519317 | EIN |
| Primary Activities | EDUCATIONAL PROGRAMS AND SCHOLARSHIP AWARDS | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(1) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATSO SERVICE CORPORATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1737 KING STREET SUITE 200 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541138536 | EIN |
| Primary Activity | PRINTING/PUBLISHING OF STOPWATCH MAGAZINE | PrimaryActivity |
| Legal Domicile State | DC | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | -135 | ShareOfTotalIncome |
| Share Of EOY Assets | 750 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| THE NATSO FOUNDATION INC | ||
| P | 88368 | INTERCOMPANY TRANSFERS |
| THE NATSO FOUNDATION INC | ||
| Q | 50993 | INTERCOMPANY TRANSFERS |