2026-02-24T16:56:05-06:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-10-01 541426196 NATIONAL PRIVATE TRUCK COUNCIL NATI 7036831300 2300 WILSON BLVD 700 ARLINGTON VA 22201 GARY F PETTY PRESIDENT & CHIEF EXECUTIVE OFFICER 7036831300 2026-02-20 1 1 CHICHI MSANGI P01972113 5712279500 2026-02-19 2024 2025-03-06 01:10:19Z GARY F PETTY 2300 WILSON BLVD 700 ARLINGTON VA 22201 2991515 0 X WWW.NPTC.ORG X 1987 VA REPRESENT & SERVE THE EDUCATION & ADVOCACY NEEDS OF THE PRIVATE MOTOR TRUCK FLEET INDUSTRY. 18 18 5 100 0 0 0 0 2990648 2800102 122150 171413 20000 20000 3132798 2991515 0 0 0 0 1850617 1953003 0 0 0 1388616 1383625 3239233 3336628 -106435 -345113 6387805 6623813 5285652 5739387 1102153 884426 TO BE RECOGNIZED AND RESPECTED AS THE PREEMINENT NATIONAL TRADE ASSOCIATION REPRESENTING THE PRIVATE FLEET/CORPORATE TRANSPORTATION AND DISTRIBUTION FIELD, PROFESSIONAL FLEET MANAGERS, AND AFFILIATED SERVICE/PRODUCT PROVIDERS. 0 0 MEMBERSHIP: MEMBERSHIP IN NATIONAL PRIVATE TRUCK COUNCIL (NPTC) PROVIDES INDUSTRY REPRESENTATIVES WITH TOOLS TO BETTER COMMUNICATE ABOUT, ADVOCATE FOR AND EDUCATE ON ISSUES RELATED TO THE EFFICIENT OPERATION OF A PRIVATE TRUCK FLEET. NPTC HAS APPROXIMATELY 520 CORPORATE MEMBERS AND AN ESTIMATED 4,500-PLUS PARTICIPATING INDIVIDUALS FROM THOSE COMPANIES. ANNUAL CONFERENCE & EXHIBITION:THE ANNUAL CONFERENCE AND EXHIBITION PROVIDES A FORUM FOR DISCUSSING INDUSTRY ISSUES AND BEST PRACTICES IN FURTHERANCE OF OUR MISSION. THERE IS ALSO A NETWORKING EXHIBITION OF INDUSTRY SUPPLIER PRODUCTS AND SERVICES. THE EVENT ATTRACTS OVER 1,200 INDIVIDUAL PARTICIPATING ATTENDEES FROM ABOUT 350 COMPANIES AND 170 EXHIBITORS. NATIONAL SAFETY CONFERENCE:THE ANNUAL NATIONAL SAFETY CONFERENCE IS AN INTENSIVE EDUCATIONAL PROGRAM FOCUSED EXCLUSIVELY ON TRUCK FLEET SAFETY AND COMPLIANCE ISSUES. THE CONFERENCE ATTRACTS SOME 325 INDIVIDUAL PARTICIPATING ATTENDEES FROM OVER 100 COMPANIES AND ABOUT 50 EXHIBITORS. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 1 6 0 1 5 1 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 0 0 1 1 0 X GEORGE MUNDELL 7036831300 2300 WILSON BLVD SUITE 700 ARLINGTON VA 22201 DAVID BARTH CHAIR & DIRECTOR 1.00 0.00 X X 0 0 0 MARI ROBERTS VICE-CHAIR & DIRECTOR 1.00 1.00 X X 0 0 0 BEDFORD MONDAY JR TREASURER & DIRECTOR UNTIL 04/25 1.00 1.00 X X 0 0 0 MICHAEL SCHWERSENSKA TREASURER & DIRECTOR AS OF 04/25 1.00 1.00 X X 0 0 0 TIM ECKHARDT SECRETARY & DIRECTOR 1.00 0.00 X X 0 0 0 TODD BERGER DIRECTOR 1.00 1.00 X 0 0 0 RAY BYRD DIRECTOR 1.00 0.00 X 0 0 0 MIKE CRAMER DIRECTOR 1.00 0.00 X 0 0 0 CHRIS FADA DIRECTOR 1.00 0.00 X 0 0 0 CHARLIE FETTERS DIRECTOR 1.00 0.00 X 0 0 0 JOHN GILLENWATER DIRECTOR 1.00 1.00 X 0 0 0 STEVE LOVELADY DIRECTOR 1.00 1.00 X 0 0 0 ROBERT MANN DIRECTOR 1.00 1.00 X 0 0 0 KATE MIRISE DIRECTOR 1.00 0.00 X 0 0 0 JILL QUINN DIRECTOR 1.00 0.00 X 0 0 0 JOHN ROBBINS DIRECTOR 1.00 1.00 X 0 0 0 STEVEN ROBERTS DIRECTOR 1.00 0.00 X 0 0 0 GENE TIERNEY DIRECTOR 1.00 0.00 X 0 0 0 CASSIE WOOD DIRECTOR 1.00 0.00 X 0 0 0 LARRY PARSONS DIRECTOR UNTIL 01/25 1.00 0.00 X 0 0 0 EDWIN REARDON DIRECTOR UNTIL 07/25 1.00 0.00 X 0 0 0 GARY PETTY PRESIDENT & CHIEF EXECUTIVE OFFICER 45.00 5.00 X 561705 0 35715 GEORGE MUNDELL EVP & CHIEF OPERATING OFFICER 45.00 5.00 X 455806 0 36060 THOMAS MOORE EXECUTIVE VICE PRESIDENT 45.00 5.00 X 361757 0 28080 SERENA PORTER DIR, MEMB & MKTG 40.00 2.00 X 131246 0 15246 1510514 0 115101 4 0 1 0 OMNI CHAMPIONSGATE RESORT HOTEL LP 1500 MASTERS BLVD CHAMPIONSGATE FL 33896 HOTEL EVENT CATERING 316635 RICHARD P SCHWEITZER PLLC 1776 K ST NW SUITE 800 WASHINGTON DC 20006 LEGAL & GOVERNMENT AFFAIRS 269424 SODEXO 9800 INTERNATIONAL DRIVE ORLANDO FL 32819 CONV CENTER EVENT CATERING 198082 ROSEN CENTRE HOTEL 9840 INTERNATIONAL DRIVE ORLANDO FL 32819 HOTEL EVENT CATERING 122056 4 ANNUAL MEETING 900099 1752320 1752320 MEMBERSHIP DUES 900099 605456 605456 SAFETY PROGRAMS 900099 324325 324325 SPONSORSHIPS 900099 86986 86986 CONTINUING EDUCATION 900099 31015 31015 2800102 171413 171413 20000 20000 2991515 2713116 0 278399 1542108 254038 19623 63962 73272 35177 49417 279626 6351 116876 3699 53835 671351 8438 28468 ADMIN SERVICE CHARGES 93287 DUES/OTHER 37100 3336628 644917 612411 5253053 5502953 2500 108803 87625 30779 24129 13888 6650 364644 414174 6387805 6623813 305779 337658 671934 640123 4307939 4761606 5285652 5739387 X 1102153 884426 1102153 884426 6387805 6623813 X -345113 127386 X 0 1 X 1 0 0 0 0 605456 58023 58023 60546 -2523 30779 24129 6650 6650 DEFERRED COMPENSATION 414174 414174 DEFERRED COMPENSATION 414174 DUE TO AFFILIATE 4347432 4761606 X PART X, LINE 2: NATIONAL PRIVATE TRUCK COUNCIL (NPTC) IS EXEMPT FROM THE PAYMENT OF INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTIONS 501(C)(6). NPTC FOLLOWS GUIDANCE REGARDING THE RECOGNITION OF UNCERTAIN INCOME TAX POSITIONS. NPTC BELIEVES IT HAS APPROPRIATE SUPPORT FOR UNRELATED TRADE OR BUSINESS POSITIONS AND, AS A RESULT, DOES NOT HAVE UNCERTAIN INCOME TAX POSITIONS THAT HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE APPLICATION OF THIS GUIDANCE HAD NO IMPACT ON NPTC'S FINANCIAL STATEMENTS. PCC HAS NO ACTIVITY, AND THEREFORE NO TAXABLE INCOME THAT COULD RESULT IN UNCERTAIN TAX POSITIONS. NPTC'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY THE FEDERAL AND STATE AUTHORITIES. X 1 0 X X X X 0 0 0 GARY PETTY PRESIDENT & CHIEF EXECUTIVE OFFICER 491454 0 68150 0 2101 0 31050 0 4665 0 597420 0 0 0 GEORGE MUNDELL EVP & CHIEF OPERATING OFFICER 378081 0 76435 0 1290 0 27359 0 8701 0 491866 0 0 0 THOMAS MOORE EXECUTIVE VICE PRESIDENT 292452 0 67735 0 1570 0 22568 0 5512 0 389837 0 0 0 PART I, LINE 1A FIRST CLASS AIR-TRAVEL - GARY PETTY, CHIEF EXECUTIVE OFFICER, IS PERMITTED TO UPGRADE TO FIRST CLASS AIR-TRAVEL FOR TRIPS OVER 5 HOURS TOTAL FLIGHT TIME OR WHEN COST IS NEGLIGIBLE OVER REGULAR COACH FARES. NOTE: CHIEF EXECUTIVE OFFICER (HEIGHT 6 FEET, WEIGHT 200 POUNDS) EXPERIENCES PAIN SITTING IN CRAMPED, SMALL COACH CLASS SEATS AFTER UNDERGOING MAJOR SPINAL SURGERY IN 2015. THE TOTAL AMOUNT FOR CALENDAR YEAR 2024 WAS $500 AND IT WAS NOT INLCUDED IN TAXABLE COMPENSATION. DIANA M MUNDELL SPOUSE OF NPTC'S EVP & COO 47539 ADMINISTRATIVE SUPPORT FEES 0 SCH L PART IV PRIOR TO APPROVING DIANA MUNDELL'S APPOINTMENT, AND TO REMOVE THE APPEARANCE OF ANY CONFLICT OF INTEREST, THE NPTC EXECUTIVE COMMITTEE WAS MADE AWARE OF HER RELATIONSHIP TO THE EVP/COO AFTER FULL DISCLOSURE BY THE NPTC PRESIDENT AND CEO. TO FURTHER REMOVE ANY POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO THIS RELATIONSHIP, SHE REPORTS TO AND IS SUPERVISED BY NPTC EXECUTIVE VICE PRESIDENT, THOMAS MOORE, CTP. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR OF THE BOARD, THE VICE CHAIR, SECRETARY, TREASURER, AND PRESIDENT/CHIEF EXECUTIVE OFFICER WHO SHALL BE ELECTED OR APPOINTED IN ACCORDANCE WITH THE PROVISIONS OF THESE BYLAWS. IT HAS AUTHORITY OVER THE DAY TO DAY ACTIVITIES OF THE ASSOCIATION, INCLUDING ALL DIVISIONS, BETWEEN MEETINGS OF DIRECTORS, EXCEPT ON MAJOR POLICY MATTERS THAT REQUIRE FULL BOARD OF DIRECTORS' CONSIDERATION. FORM 990, PART VI, SECTION A, LINE 6 EACH MEMBER COMPANY HAS ONE VOTE AND SHALL EXERCISE ITS VOTE THROUGH THE APPOINTMENT OF A FULL-TIME EMPLOYEE AS ITS DESIGNATED REPRESENTATIVE IN THE AFFAIRS OF NPTC. NO LESS THAN 1/3 OR 100, WHICHEVER IS LESSER, OF THE MEMBERS IN GOOD STANDING OF THE ORGANIZATION, PRESENT IN PERSON OR BY PROXY, AT ANY DULY CALLED MEETING OF THE MEMBERS, SHALL CONSTITUTE A QUORUM AND THE AFFIRMATIVE VOTE OF THE MAJORITY OF THOSE MEMBERS SHALL SUFFICE TO TAKE ANY ACTION OR TRANSACT ANY BUSINESS THERE AT. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD OF DIRECTORS THROUGH A NOMINATION AND BALLOTING PROCESS AS DESCRIBED IN DETAIL WITHIN THE BYLAWS OF NPTC (ON THE NPTC WEBSITE). FORM 990, PART VI, SECTION A, LINE 7B MEMBERSHIP MUST APPROVE THE DISSOLUTION OF THE COUNCIL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM UTILIZING DATA PROVIDED BY MANAGEMENT. A DRAFT OF THE FILING IS PROVIDED TO NPTC EXECUTIVE MANAGEMENT AND THE EXECUTIVE COMMITEE (COMPOSED OF THE BOARD CHAIR, VICE-CHAIR, TREASURER AND SECRETARY) WHO PERFORM A DETAILED REVIEW OF THE FORM 990 BEFORE SUBMITTAL TO INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF AND BOARD MEMBERS REVIEW THE COUNCIL'S CONFLICT OF INTEREST POLICY NO LESS THAN ANNUALLY AND ADHERE TO ITS COVENANTS. SPECIFICALLY, IF AN INDIVIDUAL HAS A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST IN CONNECTION WITH ANY COUNCIL TRANSACTION OR MATTER, HE OR SHE MUST IMMEDIATELY NOTIFY THE PRESIDENT AND CEO OF THE COUNCIL, OR THE BOARD CHAIR, AND DISCLOSE ALL THE MATERIAL FACTS CONCERNING THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND HIS OR HER RELATIONSHIP TO THE TRANSITION OR MATTER AT ISSUE. IF THE CONFLICT OF INTEREST ARISES IN CONNECTION WITH THE ACTIVITIES OF ANY DELIBERATIVE BODY (E.G., BOARD OF DIRECTORS), THE INDIVIDUAL WITH THE CONFLICT MUST IMMEDIATELY DISCLOSE THE CONFLICT TO THE OTHER MEMBERS OF THE BODY AND THE INDIVIDUAL MUST NOT PARTICIPATE IN THE DELIBERATION, CONSIDERATION, OR VOTE ON THE TRANSACTION OR MATTER AT ISSUE. A NOTATION MUST BE MADE IN THE MINUTES OF ANY MEETING AT WHICH DELIBERATION, CONSIDERATION OR A VOTE ON THE TRANSACTION OR MATTER AT ISSUE IS UNDERTAKEN, INDICATING THAT THE INDIVIDUAL WITH THE CONFLICT OR POTENTIAL CONFLICT OF INTEREST WAS EXCUSED FROM THE MEETING DURING THE TIME THAT CONSIDERATION OF THE TRANSACTION OR MATTER WAS UNDERTAKEN, TOOK NO PART IN ANY DISCUSSION PERTAINING TO THE TRANSACTION OR MATTER AND REFRAINED FROM VOTING ON THE TRANSACTION OR MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE (COMPOSED OF THE BOARD CHAIR, VICE-CHAIR, TREASURER AND SECRETARY) MAKES COMPENSATION DECISIONS FOR THE CEO, UTILIZING AVAILABLE INDUSTRY COMPARABILITIY COMPENSATION DATA. THE EXECUTIVE COMMITTEE APPROVES COMPENSATION DECISIONS AT OFFICIAL MEETINGS WHICH ARE DOCUMENTED. THE SAME PROCESS IS UTILIZED FOR OTHER OFFICERS AND KEY EMPLOYEES, AS APPLICABLE. THE PROCESS WAS LAST UNDERTAKEN IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANICAL STATEMENTS ARE ALL AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: INTERCOMPANY ALLOCATION TO ITTM 127,386. INSTITUTE FOR TRUCK TRANSPORTATION MANAGEMENT 2300 WILSON BLVD SUITE 700 ARLINGTON VA 22201 541566889 EDUCATION & TRAINING VA 501(C)(3) LINE 12A, I NATIONAL PRIVATE TRUCK COUNCIL 1 PRIVATE CARRIER CONFERENCE INC 2300 WILSON BLVD SUITE 700 ARLINGTON VA 22201 530205935 CURRENTLY INACTIVE VA NATIONAL PRIVATE TRUCK COUNCIL C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 INSTITUTE FOR TRUCK TRANSPORTATION MANAGEMENT Q 127386 OVERHEAD ALLOCATION