2011-11-15T15:54:35-06:00 2010-12-31 LARSONALLEN LLP 2900 SOUTH QUINCY ST SUITE 150 ARLINGTON VA 22206 990 2010-01-01 237058143 NATIONAL BUSINESS TRAVEL ASSOCIATION INC NATI 7036840836 123 N PITT ST ALEXANDRIA VA 22314 DIANE YOUNG 7036840836 2011-11-15 1 ROBERT CASEY 7039985100 2010 2016-03-07 17:11:31Z X GLOBAL BUSINESS TRAVEL ASSOCIATION CRAIG BANIKOWSKI 123 N PITT ST ALEXANDRIA VA 22314 12307868 0 X WWW.GBTA.ORG X 1968 NY NATIONAL BUSINESS TRAVEL ASSOCIATION, INC. IS THE VOICE OF BUSINESS TRAVEL MANAGEMENT. 13 12 38 230 374181 172592 0 0 9887599 11772084 113552 113774 60070 422010 10061221 12307868 0 100000 0 0 3688436 3654710 0 0 0 7320246 8343509 11008682 12098219 -947461 209649 10347798 11661074 2438333 3469438 7909465 8191636 X NATIONAL BUSINESS TRAVEL ASSOCIATION, INC. IS THE COLLECTIVE & AUTHORITATIVE VOICE OF BUSINESS TRAVEL MANAGEMENT. WE PROVIDE A FORUM FOR THE CONSTRUCTIVE EXCHANGE OF INFORMATION & IDEAS AMONG MEMBERS. WE ARE DEDICATED TO ENHANCING THE EDUCATIONAL ADVANCEMENT & IMAGE OF THE PROFESSION & OUR MEMBERS. 0 0 CONFERENCES & MEETINGS - THE BUSINESS TRAVEL EVENT OF THE YEAR (SM) WITH MORE THAN 5,500 ATTENDEES, IS THE LARGEST MOST COMPREHENSIVE ANNUAL GATHERING OF BUSINESS TRAVEL AND MEETING MANAGERS, MEETING PLANNERS, PROCUREMENT PROFESSIONALS AND SUPPLIERS ANYWHERE ON THE PLANET. FEATURES MORE THAN 60 INDUSTRY LEADING EDUCATION SESSIONS IN 15 SPECIALIZED TRACKS GEARED TO SPECIFIC LEVELS OF EXPERIENCE AND A VARIETY OF DICIPLINES. COMPARE SERVICES, ASK QUESTIONS, PREVIEW NEW PRODUCTS, AND MEET ONE-ON-ONE WITH POTENTIAL VENDORS AT THE EXPOSITION. ENJOY THE FUN, FRIENDLY AND PRODUCTIVE BUSINESS NETWORK. EDUCATION PROGRAMS - CCTE PROGRAM, CONSISTING OF 2 CORE WEEKS OF CLASSES AND 5 ONE-DAY ELECTIVES, IS DESIGNED FOR BUSINESS TRAVEL MANAGEMENT PROFESSIONAL WHO WANT TO ENHANCE THEIR KNOWLEDGE, SKILLS AND PRODUCTIVITY. THE CCTE PROGRAM ADDS TO THE INDIVIDUAL'S EXPERTISE IN DEVELOPING AND MANAGING CORPORATE TRAVEL PROGRAMS. TODAY'S CORPORATE SUCCESS DEPENDS ON ADAPTING TO THE CHANGING GLOBAL BUSINESS ENVIRONMENT AND USING CORPORATE TRAVEL AS A STRATEGIC TOOL. CORPORATE TRAVEL MANAGERS MUST RETHINK AND REALIGN THEIR ROLES AND PROGRAMS. THEY NEED THE KIND OF VALUE-ADDED TRAINING THAT IS THE CORNERSTONE OF THE CCTE PROGRAM. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 X 28 0 38 1 1 1 1 AS CA MX UK 0 0 0 1 0 X 13 12 0 0 0 0 1 1 1 1 1 0 1 1 1 1 0 1 0 1 1 0 1 1 VA X X DIANE YOUNG 7036840836 123 N PITT ST ALEXANDRIA VA 22314 X CHRISTLE JOHNSON 3.00 X 0 0 0 CHRIS JUNEAU 3.00 X 0 0 0 CRAIG BANIKOWSKI 3.00 X X 0 0 0 DANA DIVINE 3.00 X 0 0 0 DEBBIE WELDER 3.00 X 0 0 0 JIM MCMULLAN 3.00 X X 0 0 0 JOSEPH CARINO JR 3.00 X 0 0 0 KEVIN MAGUIRE 3.00 X X 0 0 0 MARK ZIEGLER 3.00 X 0 0 0 MAYLENA BURCHIFIELD 3.00 X 0 0 0 PAMELA MCTEER 3.00 X 0 0 0 SCOTT SOLOMBRINO 3.00 X 0 0 0 SHARON FOGARTY 3.00 X 0 0 0 MIKE MCCORMICK 50.00 X 378953 0 22748 DIANE DICKSON YOUNG 50.00 X 142671 0 15048 ZANE KERBY 50.00 X 239894 0 39808 EDWARD SILVER 50.00 X 207473 0 11212 HANK ROEDER 50.00 X 138969 0 28239 ALANA JOYCE 50.00 X 124214 0 13973 GLENN MOREL 50.00 X 112259 0 21473 CHRISTINE DELORENZO 50.00 X 111601 0 27864 ELIZABETH HUH 50.00 X 110639 0 2280 1566673 0 182645 9 0 1 0 KELLER AND HECKMAN LLC 1001 G ST NW WASHINGTON DC 20006 LEGAL 280336 WASHINGTON SPEAKERS BUREAU 1163 PRINCE ST ALEXANDRIA VA 22314 SPEAKERS 272808 INSYNC SHOW PRODUCTIONS 7465 WEST SUNSET ROAD SUITE 400 LAS VEGAS NV 89113 AV PRODUCTION 213119 INSTITUTE OF TRAVEL AND MEETINGS WATERS GREEN HOUSE WATERS GREEN CHESHIRE UK MANAGEMENT SERVICES 179995 PORTAL SOLUTIONS 2301 RESEARCH BLVD STE 105 ROCKVILLE MD 20852 IT 169968 13 CONFERENCE & SEMINARS 900099 10139700 10020550 119150 MEMBERSHIP DUES 900099 947639 947639 EDUCATION PROGRAMS 900099 684745 684745 11772084 113774 113774 ADVERTISING 900099 275278 21447 253831 MISCELLANEOUS REVENUE 900099 146732 145532 1200 422010 12307868 11819913 374181 113774 100000 1057807 1919486 178013 320128 179276 402795 321648 45440 123406 10422 852264 184252 613635 375265 508980 339767 3890510 196596 34465 R&D, PLANNING & DEVELOP 106832 BAD DEBT EXPENSE 95688 DESIGN/ART/LAYOUT 73526 TRAINING & PERSONNEL 69516 UBI TAX 51857 46645 12098219 -1 1368092 1212726 154162 550895 317526 414765 1656532 1275155 466844 381377 7938524 8227641 415000 102650 458671 10347798 11661074 555808 731727 5000 1757565 2532239 124960 200472 2438333 3469438 X 7909465 8191636 7909465 8191636 10347798 11661074 X 209649 72522 X 0 1 1 X 0 0 0 1 854660 123406 111126 234532 91876 142656 400821 310675 90146 297089 174651 122438 958622 789829 168793 381377 DUE TO RELATED ORGANIZATIONS 147782 DEFERRED COMPENSATION LIABILITY 12843 DEFERRED LEASE INCENTIVE 39847 200472 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATIONS EVALUATED THEIR TAX POSITIONS AND DETERMINED THAT THEIR POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE ORGANIZATIONS 2007, 2008 AND 2009 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. THE ASSOCIATION AND THE FOUNDATION FILE AS TAX EXEMPT ORGANIZATIONS; SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION WOULD BE SUBJECT TO REVIEW BY THE IRS. EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES EDUCATION, CONFERENCES 211074 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES EDUCATION, CONFERENCES 803359 NORTH AMERICA 0 3 PROGRAM SERVICES EDUCATION, CONFERENCES 480667 5 0 5 1495100 0 1495100 0 0 0 0 0 0 1 NBTA FOUNDATION 123 N PITT STREET ALEXANDRIA VA 22314 133505379 501 (C)(3) 100000 ORGANIZATIONAL SUPPORT 1 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: NATIONAL BUSINESS TRAVEL ASSOCIATION, INC. (NBTA) MAINTAINS A COPY OF THE CONTRACT SIGNED BY BOTH NBTA AND NBTA FOUNDATION. NBTA'S TOP FINANCIAL OFFICER MAINTAINS THE BOOKS OF NBTA FOUNDATION AND REVIEWS ALL EXPENSES. X X X X X X 0 1 0 MIKE MCCORMICK 279953 0 99000 0 0 0 7700 0 15048 0 401701 0 0 0 DIANE DICKSON YOUNG 125731 0 16940 0 0 0 0 0 15048 0 157719 0 0 0 ZANE KERBY 214000 0 25894 0 0 0 19191 0 20617 0 279702 0 0 0 EDWARD SILVER 181458 0 26015 0 0 0 0 0 11212 0 218685 0 0 0 HANK ROEDER 125197 0 13772 0 0 0 11118 0 17121 0 167208 0 0 0 PART I, LINE 4B ZANE KERBY, $10,000, FOR 457F AND 457B PLANS 0 0 SCOTT SOLOMBRINO BOARD MEMBER 50100 SPONSORSHIP RECEIVABLE AT 12/31/10 FROM BOARD MEMBER'S COMPANY 0 SCOTT SOLOMBRINO BOARD MEMBER 47525 2010 EVENT-RELATED REVENUE FROM BOARD MEMBER'S COMPANY 0 SCOTT SOLOMBRINO BOARD MEMBER 32627 2010 ORGANIZATION PAYMENTS TO BOARD MEMBER'S COMPANY 0 FORM 990, PART VI, SECTION A, LINE 1 WHEN THE FULL BOARD OF DIRECTORS IS NOT IN SESSION, THE ORGANIZATION'S EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD, AFTER WHICH SUCH ACTION, THE COMMITTEE MUST NOTIFY THE FULL BOARD OF DIRECTORS WITHIN 10 DAYS. THE EXECUTIVE COMMITTEE ALSO REVIEWS ANNUALLY THE PERFORMANCE AND COMPENSATION OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE PRESIDENT, VICE PRESIDENT, THE EXECUTIVE DIRECTOR (NON-VOTING), THE IMMEDIATE PAST PRESIDENT OF THE ASSOCIATION, AND TWO AT-LARGE DIRECTORS ELECTED BY THE BOARD OF DIRECTORS, ALL OF WHOM ALSO SERVE ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE 6 CLASSES OF MEMBERS: DIRECT, ALLIED, PRESS, ACADEMIC, HONORARY, AND RETIRED. FORM 990, PART VI, SECTION A, LINE 7A THERE ARE 2 CLASSES OF MEMBERS WITH VOTING RIGHTS: DIRECT AND ALLIED MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B EACH DIRECT MEMBER SHALL HAVE 1 VOTE IN ALL MATTERS TO BE VOTED ON BY THE MEMBERS; EACH ALLIED MEMBER SHALL HAVE 1 VOTE TO ELECT THE 2 ALLIED MEMBERS TO THE BOARD OF DIRECTORS AND TO VOTE ON MATTERS REFERRED BY THE COUNCIL OF ALLIED LEADERSHIP. IN ADDITION, THE BYLAWS MAY BE ALTERED, AMENDED OR REPEALED, OR NEW BYLAWS MAY BE ADOPTED BY 2/3 VOTE OF A QUORUM OF DIRECT MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WILL BE MADE AVAILABLE ON BOARD WEBSITE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C COMMITTEE MEMBERS MUST SIGN A STATEMENT THAT THEY WILL AVOID ALL CONFLICTS OF INTEREST AND ANTI-COMPETITIVE BEHAVIOR. FORM 990, PART VI, SECTION B, LINE 15A FOR THE TOP MANAGEMENT OFFICIAL'S SALARY, AN OUTSIDE AGENCY PROVIDES COMPARATIVE DATA AND SUBMITS TO BOARD OF DIRECTORS FOR REVIEW AND SALARY INCREASE APPROVAL. AN EMPLOYMENT CONTRACT IS DRAWN UP TO REFLECT THE APPROVED COMPENSATION AND IS SIGNED BY THE PRESIDENT AND THE CHAIRMAN. THIS WAS MOST RECENTLY DONE DURING 2010. FOR OTHER KEY EMPLOYEES, INCLUDING THE EXECUTIVE DIRECTOR OF NBTA FOUNDATION, HUMAN RESOURCES USES COMPARATIVE DATA PROVIDED BY AN INDEPENDENT CONSULTANT TO DETERMINE SALARY RECOMMENDATIONS, WHICH ARE THEN APPROVED BY TOP MEMBERS OF MANAGEMENT. THIS WAS MOST RECENTLY DONE IN NOVEMBER 2010. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. OFFICER HOURS PER WEEK SPENT ON RELATED ORGANIZATION PART VII, SECTION A, COLUMN C MIKE MCCORMICK DEVOTED APPROXIMATELY 50 HOURS PER WEEK AS FOLLOWS: 49 HOURS - NATIONAL BUSINESS TRAVEL ASSOCIATION 1 HOUR - NBTA FOUNDATION, A RELATED ORGANIZATION DIANE DICKSON YOUNG DEVOTED APPROXIMATELY 50 HOURS PER WEEK AS FOLLOWS: 43 HOURS - NATIONAL BUSINESS TRAVEL ASSOCIATION 7 HOURS - NBTA FOUNDATION, A RELATED ORGANIZATION CRAIG BANIKOWSKI & KEVIN MAGUIRE DEVOTED APPROXIMATELY 3 HOURS PER WEEK AS FOLLOWS: 2 HOURS - NATIONAL BUSINESS TRAVEL ASSOCIATION 1 HOUR - NBTA FOUNDATION, A RELATED ORGANIZATION CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 72,522. NATIONAL BUSINESS TRAVEL ASSOCIATION CANADA INC 105-150 CROWFOOT CRES NW CALGARY CA EDUCATION AND CONFERENCES CA 402518 361380 N/A NATIONAL BUSINESS TRAVEL ASSOCIATION (ASIA PACIFIC) INC PO BOX 424 BEROWRA, NSW 2081 AS EDUCATION AND CONFERENCES AS 250363 123106 N/A NATIONAL BUSINESSES TRAVEL ASSOCIATION NBTA- MEXICO AC GRAL PABLO DE LA GARZO NO 35 NAUCALPAN MX EDUCATION AND CONFERENCES MX 143585 387630 N/A NBTA EUROPE LIMITED WATERS GREEN HOUSE WATERS GREEN MACCLESFIELD, SK11, 6LF UK EDUCATION AND CONFERENCES UK 280134 458142 N/A NBTA FOUNDATION 123 N PITT ST ALEXANDRIA VA 22314 133505379 TRAVEL RESEARCH AND SCHOLARSHIPS NY 501(C) (3) 11A NATIONAL BUSINESS TRAVEL ASSOCIATION 0 NBTAPAC 123 N PITT ST ALEXANDRIA VA 22314 237058143 LOBBYING VA 527 N/A NATIONAL BUSINESS TRAVEL ASSOCIATION 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 NBTA FOUNDATION B 100000 BOARD DECISION NBTA FOUNDATION P 70000 ACTUAL EXPENSES