2023-11-15T14:21:54-06:00 2022-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2022-01-01 530026970 AMERICAN TRUCKING ASSOCIATIONS INC AMER 7038381959 80 M STREET SE 800 WASHINGTON DC 20003 MEGAN MASITTO CFO 7038381959 2023-11-15 1 MEGAN MASITTO 999009999 0 SEAN MCELWANEY P01608821 4108840220 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTOPHER SPEAR 80 M STREET SE 800 WASHINGTON DC 20003 51946918 0 X WWW.TRUCKING.ORG X 1933 DC TO PROMOTE COMMON BUSINESS INTERESTS WITHIN THE TRUCKING INDUSTRY. 128 128 184 139 6678520 0 4022663 2779842 37866362 44754826 3115668 413676 814773 803641 45819466 48751985 734000 694650 0 0 23705157 25487297 0 0 0 19789601 25456357 44228758 51638304 1590708 -2886319 115646374 109462537 94718224 91343826 20928150 18118711 X TO SERVE AND REPRESENT THE INTERESTS OF THE TRUCKING INDUSTRY WITH ONE UNITED VOICE; TO INFLUENCE IN A POSITIVE MANNER FEDERAL AND STATE GOVERNMENTAL ACTIONS; TO ADVANCE THE TRUCKING INDUSTRY'S IMAGE, EFFICIENCY, COMPETITIVENESS, AND PROFITABILITY; TO PROVIDE EDUCATIONAL PROGRAMS AND INDUSTRY RESEARCH; TO PROMOTE SAFETY AND SECURITY ON OUR NATION'S HIGHWAYS AND AMONG OUR DRIVERS; AND TO STRIVE FOR A HEALTHY BUSINESS ENVIRONMENT. 0 0 MEMBERSHIP - TRAVELED THE COUNTRY TO RECRUIT AND RETAIN MEMBERS TO JOIN THE ASSOCIATION. A DIVERSE MEMBERSHIP BASE IS ESSENTIAL WHEN EDUCATING POLITICIANS AND REGULATORS ABOUT THE INDUSTRY AS THEY DEVELOP RULES AND REGULATIONS THAT IMPACT TRUCKING. PERIODICALS - TRANSPORT TOPICS - PUBLISHED NATIONAL WEEKLY NEWSPAPER FOR THE TRUCKING INDUSTRY WITH A PAID CIRCULATION OF MORE THAN 21,100 AND A READERSHIP OF APPROXIMATELY 69,900. THIS PUBLICATION IS THE PRIMARY SOURCE OF INFORMATION FOR THE TRUCKING INDUSTRY. MEETINGS AND CONVENTIONS - HELD SEVERAL ANNUAL MEETINGS FOR DIFFERENT SEGMENTS OF THE TRUCKING INDUSTY AND VARIOUS EDUCATIONAL SEMINARS FOR SPECIFIC AREAS OF FINANCE, SAFETY, SECURITY, ENVIRONMENTAL, ETC. MEETINGS WERE HELD IN ALL REGIONS OF THE U.S. 0 1 1 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 30 0 1 184 1 1 1 0 0 0 1 1 0 1 0 X 128 128 1 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X MEGAN MASITTO 7038381959 80 M STREET SE 800 WASHINGTON DC 20003 DANIEL VAN ALSTINE CHAIRMAN 15.00 X X 0 0 0 DENNIS DELLINGER VICE CHAIRMAN 15.00 X X 0 0 0 ANDREW BOYLE FIRST VICE CHAIRMAN 15.00 1.00 X X 0 0 0 HAROLD SUMERFORD JR PAST CHAIRMAN 15.00 X X 0 0 0 JOHN M SMITH SECRETARY 5.00 X X 0 0 0 JOHN A SMITH TREASURER 5.00 1.00 X X 0 0 0 MICHAEL S CARD COMMITTEE CHAIR 1.00 X 0 0 0 JOHN S WHITTINGTON COMMITTEE CHAIR 1.00 X 0 0 0 JAMES BURG COMMITTEE CHAIR 1.00 X 0 0 0 MARIA BOYCE COMMITTEE CHAIR 1.00 X 0 0 0 SCOTT GEORGE COMMITTEE CHAIR 1.00 X 0 0 0 CHRIS HORNER COMMITTEE VICE CHAIR 1.00 X 0 0 0 NATE GRAGLIA COMMITTEE VICE CHAIR 1.00 X 0 0 0 RYAN FREDERIKSON COMMITTEE VICE CHAIR 1.00 X 0 0 0 WILLIAM HILL SMALL CARRIER COMMITTEE 1.00 X 0 0 0 WES DAVIS ATA TRUCK PAC CHAIRMAN 10.00 X 0 0 0 SHANNON SAMPLES NEWTON TAEC REPRESENTATIVE 1.00 X 0 0 0 EDGAR MCGONIGAL STATE VICE PRESIDENT 1.00 X 0 0 0 BUTCH RICE STATE VICE PRESIDENT 1.00 X 0 0 0 JOEY CRUM STATE VICE PRESIDENT 1.00 X 0 0 0 RICHARD HEPLER STATE VICE PRESIDENT 1.00 X 0 0 0 OTILIO LEE ROBLEDO STATE VICE PRESIDENT 1.00 X 0 0 0 JAY SMITH STATE VICE PRESIDENT 1.00 X 0 0 0 MARIA WITTMEYER STATE VICE PRESIDENT 1.00 X 0 0 0 MARK WALKER STATE VICE PRESIDENT 1.00 X 0 0 0 PERRY OLSON STATE VICE PRESIDENT 1.00 X 0 0 0 NICK DANDREA STATE VICE PRESIDENT 1.00 X 0 0 0 PHILIP L BYRD SR STATE VICE PRESIDENT 1.00 10.00 X 0 0 0 JAMES JOHANNESSON STATE VICE PRESIDENT 1.00 X 0 0 0 MARIO ARCHAGA STATE VICE PRESIDENT 1.00 X 0 0 0 DREW FREE STATE VICE PRESIDENT 1.00 X 0 0 0 MARCIA FASCHINGBAUER STATE VICE PRESIDENT 1.00 X 0 0 0 RYAN WALPOLE STATE VICE PRESIDENT 1.00 X 0 0 0 MACK H GUEST IV STATE VICE PRESIDENT 1.00 X 0 0 0 MICHAEL D YADON STATE VICE PRESIDENT 1.00 X 0 0 0 SCOTT PAUCHNIK STATE VICE PRESIDENT 1.00 X 0 0 0 MICHAEL MASSENGILL STATE VICE PRESIDENT 1.00 X 0 0 0 GREG VENABLE STATE VICE PRESIDENT 1.00 X 0 0 0 ERICH H HELGE STATE VICE PRESIDENT 1.00 X 0 0 0 CALVIN E EWELL STATE VICE PRESIDENT 1.00 X 0 0 0 RICK HOOGENDOORN STATE VICE PRESIDENT 1.00 X 0 0 0 ROBERT A PETERSON STATE VICE PRESIDENT 1.00 X 0 0 0 BRENDA DITTMER STATE VICE PRESIDENT 1.00 X 0 0 0 MICHAEL L MILLER STATE VICE PRESIDENT 1.00 X 0 0 0 JOWELL RIVERA STATE VICE PRESIDENT 1.00 X 0 0 0 CHELSEA POTTLE DEMMONS STATE VICE PRESIDENT 1.00 X 0 0 0 RICHARD ROEHL STATE VICE PRESIDENT 1.00 X 0 0 0 EVAN P STOUTEN STATE VICE PRESIDENT 1.00 X 0 0 0 STEPHEN WADHAMS STATE VICE PRESIDENT 1.00 X 0 0 0 KEVIN LHOTAK STATE VICE PRESIDENT 1.00 X 0 0 0 MICHAEL P WILSON STATE VICE PRESIDENT 1.00 X 0 0 0 JASON H ANDRUS STATE VICE PRESIDENT 1.00 X 0 0 0 THOMAS LEE STATE VICE PRESIDENT 1.00 X 0 0 0 EDWIN A MEYER STATE VICE PRESIDENT 1.00 X 0 0 0 COLLIN STEWART STATE VICE PRESIDENT 1.00 X 0 0 0 FENN CHURCH STATE VICE PRESIDENT 1.00 X 0 0 0 HELEN BROOKS STATE VICE PRESIDENT 1.00 X 0 0 0 MICHAEL L MILLER STATE VICE PRESIDENT 1.00 X 0 0 0 JASON HAMMES STATE VICE PRESIDENT 1.00 X 0 0 0 DEWELL GOSSETT STATE VICE PRESIDENT 1.00 X 0 0 0 MITCHELL GUILLOT STATE VICE PRESIDENT 1.00 X 0 0 0 NICHOLAS CARD STATE VICE PRESIDENT 1.00 X 0 0 0 AL BATISTA STATE VICE PRESIDENT 1.00 X 0 0 0 BRENT VANDER POL STATE VICE PRESIDENT 1.00 X 0 0 0 KEVIN W BURCH PAST CHAIRMAN 1.00 X 0 0 0 DANIEL E ENGLAND PAST CHAIRMAN 1.00 X 0 0 0 CHARLES L WHITTINGTON PAST CHAIRMAN 1.00 1.00 X 0 0 0 FRED C BURNS PAST CHAIRMAN 1.00 X 0 0 0 DONALD M BOWMAN PAST CHAIRMAN 1.00 X 0 0 0 LEE PHILIP SHAFFER PAST CHAIRMAN 1.00 X 0 0 0 BARRY POTTLE PAST CHAIRMAN 1.00 X 0 0 0 WILLIAM T CASSELS JR PAST CHAIRMAN 1.00 X 0 0 0 JAMES H DIXON EMERITUS MEMBER 1.00 X 0 0 0 EDWARD A ROCHA EMERITUS MEMBER 1.00 X 0 0 0 ROBERT A YOUNG EMERITUS MEMBER 1.00 X 0 0 0 JOSEPH K FILIPIAK CONFERENCE VICE PRESIDENT 1.00 X 0 0 0 BILL LOVEJOY CONFERENCE VICE PRESIDENT 1.00 X 0 0 0 EDWIN J NAGLE CONFERENCE VICE PRESIDENT 1.00 X 0 0 0 MARK ANDERSON CONFERENCE VICE PRESIDENT 1.00 X 0 0 0 HEIDI MCGUIRE CONFERENCE REPRESENTATIVE 1.00 X 0 0 0 SARAH WELLMAN COMMITTEE VICE CHAIR 1.00 X 0 0 0 GEORGE GERTH COMMITTEE VICE CHAIR 1.00 X 0 0 0 ELI MCCORMICK CARRIER POLICY COMMITTEE CHAIR 1.00 X 0 0 0 HUGH EKBERG CARRIER POLICY COMMITTEE CHAIR 1.00 1.00 X 0 0 0 GREGORY D BROWN CARRIER POLICY COMMITTEE CHAIR 1.00 X 0 0 0 HEATH ARNOLD CARRIER POLICY COMMITTEE CHAIR 1.00 X 0 0 0 JAIME HAMM CARRIER POLICY COMMITTEE CHAIR 1.00 X 0 0 0 DAVID R WILLIAMS CARRIER POLICY COMMITTEE CHAIR 1.00 X 0 0 0 ALVIN FOLEY AT-LARGE MEMBER 1.00 X 0 0 0 BRIAN D SUHRE AT-LARGE MEMBER 1.00 X 0 0 0 CARI BAYLOR AT-LARGE MEMBER 1.00 X 0 0 0 CHRIS N BUNNING AT-LARGE MEMBER 1.00 X 0 0 0 CHRISTOPHER RONALD COOPER AT-LARGE MEMBER 1.00 X 0 0 0 DAVID LOWRY AT-LARGE MEMBER 1.00 X 0 0 0 DAVID G FREE AT-LARGE MEMBER 1.00 X 0 0 0 DAVID R PARKER AT-LARGE MEMBER 1.00 1.00 X 0 0 0 DAVID S CONGDON AT-LARGE MEMBER 1.00 X 0 0 0 DENNIS A NASH AT-LARGE MEMBER 1.00 1.00 X 0 0 0 DONALD G OREN AT-LARGE MEMBER 1.00 X 0 0 0 ERIC FULLER AT-LARGE MEMBER 1.00 X 0 0 0 EVERETT ROEHL AT-LARGE MEMBER 1.00 X 0 0 0 GREGORY L OWEN AT-LARGE MEMBER 1.00 1.00 X 0 0 0 HEATHER PARAINO AT-LARGE MEMBER 1.00 X 0 0 0 JACK GRIFFIN AT-LARGE MEMBER 1.00 X 0 0 0 JAMES FIELDS AT-LARGE MEMBER 1.00 X 0 0 0 JASON HIGGINBOTHAM AT-LARGE MEMBER 1.00 X 0 0 0 JOHN K ELLIOTT II AT-LARGE MEMBER 1.00 X 0 0 0 JOHN R SCHAUPP AT-LARGE MEMBER 1.00 X 0 0 0 KEN BRAUNBACH AT-LARGE MEMBER 1.00 X 0 0 0 KEVIN P KNIGHT AT-LARGE MEMBER 1.00 X 0 0 0 MARK H GEORGE AT-LARGE MEMBER 1.00 X 0 0 0 MICHAEL KIELY AT-LARGE MEMBER 1.00 1.00 X 0 0 0 NICK HOBBS AT-LARGE MEMBER 1.00 X 0 0 0 RANDALL J CLIFFORD AT-LARGE MEMBER 1.00 X 0 0 0 ROBERT E LOW AT-LARGE MEMBER 1.00 1.00 X 0 0 0 ROBERT F HAAG AT-LARGE MEMBER 1.00 X 0 0 0 ROBEY W ESTES AT-LARGE MEMBER 1.00 X 0 0 0 ROYAL JONES AT-LARGE MEMBER 1.00 X 0 0 0 TONN M OSTERGARD AT-LARGE MEMBER 1.00 X 0 0 0 W TOBIN CASSELS AT-LARGE MEMBER 1.00 X 0 0 0 WILLIAM A USHER JR AT-LARGE MEMBER 1.00 X 0 0 0 WILLIAM T KRETSINGER AT-LARGE MEMBER 1.00 X 0 0 0 JOSEPH JASKA AT-LARGE MEMBER 1.00 X 0 0 0 GREGORY HODGEN AT-LARGE MEMBER 1.00 X 0 0 0 RANDY P GUILLOT AT-LARGE MEMBER 1.00 X 0 0 0 ANDREW COOLIDGE AT-LARGE MEMBER 1.00 X 0 0 0 TIMOTHY P HELENTHAL AT-LARGE MEMBER 1.00 X 0 0 0 MICHAEL SCHWANZI AT-LARGE MEMBER 1.00 X 0 0 0 DARREN HAWKINS SECOND VICE CHAIR 15.00 1.00 X 0 0 0 JAMES REED AT LARGE MEMBER 1.00 1.00 X 0 0 0 G TOMMY HODGES PAST CHAIRMAN 1.00 5.00 X 0 0 0 AMY R BOERGER ALLIED MEMBER 1.00 1.00 X 0 0 0 DEREK J LEATHERS AT LARGE MEMBER 1.00 1.00 X 0 0 0 CHRISTOPHER SPEAR PRESIDENT AND CEO 29.00 11.00 X 1948929 0 33145 ELISABETH BARNA EXECUTIVE VICE PRESIDENT 40.00 X 327958 0 18623 MEGAN MASITTO CHIEF FINANCIAL OFFICER 40.00 X 252949 0 7810 RICHARD PIANKA EXE. VP & GENERAL COUNSEL 36.00 4.00 X 365908 0 18287 MARIO GRANDE CHIEF COMMERCIAL OFFICER 40.00 X 305083 0 33136 WILLIAM SULLIVAN EXECUTIVE VICE PRESIDENT 40.00 X 387573 0 33136 SUSAN ROBUSTO EXECUTIVE VICE PRESIDENT 40.00 X 342068 0 11737 SARAH RAJTIK VICE PRESIDENT 40.00 X 315616 0 9182 REBECCA BREWSTER SENIOR VICE PRESIDENT 0.00 40.00 X 408659 0 33136 ROBERT COSTELLO SENIOR VICE PRESIDENT 40.00 X 351899 0 18623 ED GILROY VICE PRESIDENT 40.00 X 319483 0 9441 JOHN LYNCH SENIOR VICE PRESIDENT 37.00 3.00 X 257130 0 30530 5583255 0 256786 64 0 1 0 MAYER BROWN LLP 190 SOUTH LA SALLE STREET CHICAGO IL 60603 LEGAL SERVICES 1800000 CONSTANTINE CANNON PC 335 MADISON AVE 9TH FLOOR NEW YORK NY 10017 LEGAL SERVICES 1105076 EVENTLINK 7220 OAKLEY INDUSTRIAL BLVD UNION CITY GA 30291 EVENT SETUP SERVICES 781594 SHEPARD EXPOSITION SERVICES 1531 CARROLL DRIVE NW ATLANTA GA 30318 CONFERENCE PRODUCTION & SETUP 412988 LEADING AUTHORITIES INC 919 18TH STREET NW STE 500 WASHINGTON DC 20006 SPEAKER FEES 347840 20 47824 2732018 2779842 MEMBERSHIP DUES 900099 22167438 22167438 MEETINGS 900099 14901584 14901584 PERIODICALS 541800 6788307 134365 6653942 SPONSORSHIPS 900099 495900 495900 CONFERENCE REVENUE 900099 149116 149116 252481 252481 44754826 282111 282111 188652 188652 1362123 1280072 82051 82051 19375 62676 1768454 1636889 131565 131565 131565 810910 277972 532938 527735 5203 48751985 38628619 6678520 665004 694650 3732535 16788457 1582378 1870104 1513823 1545897 13878 490017 62915 2345693 760754 895845 1231225 5138158 1722600 7532745 21164 2288505 173327 PRINTING & PUBLICATIONS 1049653 MEMBERSHIP DUES 172583 RESEARCH 10810 INCOME TAX EXPENSE 588 51638304 3209128 2430544 8098833 10536397 97639 103061 934136 1484520 41510724 14765343 84276221 26745381 19030417 16762191 0 51400443 115646374 109462537 17886194 16282973 8376580 8178311 1413061 305545 67042389 66576997 94718224 91343826 X 17079970 15018707 3848180 3100004 20928150 18118711 115646374 109462537 X -2886319 -1812067 1746646 142301 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65991 JAMES E CLAYBURN PO BOX 12548 COLUMBIA DC 29211 570976265 2000 NATIONAL DEMOCRATIC CLUB 30 IVY STREET SE WASHINGTON DC 20003 530233594 3500 BOULDER CREST FOUNDATION 18370 BLUEMONT VILLAGE LANE BLUEMONT VA 20135 273228310 1000 ALABAMA TRUCKING ASSOCIATION TRUNK PAC PO BOX 242337 MONTGOMERY AL 36124 630907699 15000 0 0 0 22167438 2190617 2190617 3103441 -912824 PART I-A, LINE 1: THE AMERICAN TRUCKING ASSOCIATIONS, INC.'S INDIRECT POLITICAL CAMPAIGN ACTIVITIES CONSIST OF PROVIDING FACILITIES AND CATERING SERVICES TO THE ATA TRUCK PAC FOR THEIR EVENTS. TREAS. REG. SEC. 1.527-6(B)(1)(I) PROVIDES THAT A SECTION 501(C) ORGANIZATION'S EXPENDITURES WHICH ARE OTHERWISE PERMITTED UNDER THE FEDERAL ELECTION CAMPAIGN ACT (FECA) OR SIMILAR STATE STATUTE ARE FOR AN EXEMPT FUNCTION ONLY TO THE EXTENT PROVIDED IN TREAS. REG. SEC. 1.527-6(B)(3). TREAS. REG. SEC. 1.527-6(B)(3) HAS BEEN RESERVED (I.E., NO REGULATIONS HAVE BEEN PROMULGATED UNDER THIS SECTION). T.D. 7744 STATES THAT WHEN FINAL REGULATIONS ARE ISSUED UNDER THIS SECTION, THEY WILL BE APPLIED ON A PROSPECTIVE BASIS IF TAXPAYERS ARE ADVERSELY AFFECTED. PERMITTED ACTIVITIES OF A CORPORATION UNDER THE FECA INCLUDE, AMONG OTHER THINGS, PAYING THE COSTS OF ESTABLISHING A SEPARATE SEGREGATED FUND AND SOLICITING CONTRIBUTIONS TO SUCH FUND (SUBJECT TO VARIOUS RESTRICTIONS), COMMUNICATIONS WITH MEMBERS ABOUT CANDIDATES FOR PUBLIC OFFICE (IN THE CASE OF A MEMBERSHIP CORPORATION), AND ENGAGING IN CERTAIN NONPARTISAN ACTIVITIES DURING A POLITICAL CAMPAIGN SUCH AS VOTER REGISTRATION DRIVES. UNDER THE CURRENT REGULATIONS, IF A SECTION 501(C)(6) ORGANIZATION INCURS INDIRECT EXPENSES, SUCH AS EXPENSES INCURRED IN SOLICITING CONTRIBUTIONS TO A PAC, THE IRS WILL NOT IMPOSE TAX ON SUCH EXPENDITURES UNDER SECTION 527(F)(1) OR REQUIRE THE ORGANIZATION TO REPORT SUCH EXPENDITURES ON FORM 1120-POL. 150204 150204 28316293 12164930 16151363 10739635 735443 10004192 1054695 832532 222163 1249897 1032438 217459 26745381 OPERATING LEASE RIGHT-OF-USE ASSET 51278676 FINANCE LEASE RIGHT-OF-USE ASSET 121767 51400443 CAPITAL LEASE LIABILITY 125979 ROU LEASE LIABILITY 66451018 66576997 X PART X, LINE 2: THE ASSOCIATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. 1 AMERICAN TRANSPORTATION RESEARCH INSTITUTE 80 M STREET SE SUITE 800 WASHINGTON DC 20003 532039775 501(C)3 558500 0 CONTRIBUTION THE ARMY HISTORICAL FOUNDATION INC 1775 LIBERTY DRIVE SUITE 400 FORT BELVOIR VA 22060 521367225 501(C)3 50000 0 CONTRIBUTION COLORADO MOTOR CARRIERS ASSOCIATION 4060 ELATI STREET DENVER CO 80216 840173534 501(C)6 15000 0 CONTRIBUTION UNIVERSITY OF OREGON FOUNDATION 1720 EAST 13TH AVENUE SUITE 410 EUGENE OR 97403 936015767 501(C)3 10000 0 CONTRIBUTION ALABAMA TRUCKING ASSOCIATION TRUNK PAC PO BOX 242337 MONTGOMERY AL 36124 630907699 N/A 15000 0 CONTRIBUTION RESERVE OFFICER'S ASSOCIATION OF THE US ONE CONSITUTION AVE NE WASHINGTON DC 20002 530132450 501(C)19 25000 0 CONTRIBUTION 3 3 PART I, LINE 2: THE AMERICAN TRUCKING ASSOCIATIONS, INC. DOES NOT DISTRIBUTE GRANTS TO THIRD PARTIES. THE AMOUNTS LISTED ON PART II ARE GENERAL CONTRIBUTIONS TO SUPPORT THE MISSION OF THE LISTED ORGANIZATIONS. MINIMAL MONITORING IS REQUIRED. X X X 1 1 X X X X 0 0 0 CHRISTOPHER SPEAR PRESIDENT AND CEO 1796487 0 150000 0 2442 0 9150 0 23995 0 1982074 0 0 0 REBECCA BREWSTER SENIOR VICE PRESIDENT 331337 0 75000 0 2322 0 9150 0 23986 0 441795 0 0 0 WILLIAM SULLIVAN EXECUTIVE VICE PRESIDENT 325965 0 60000 0 1608 0 9150 0 23986 0 420709 0 0 0 RICHARD PIANKA EXE. VP & GENERAL COUNSEL 314666 0 50000 0 1242 0 8814 0 9473 0 384195 0 0 0 ROBERT COSTELLO SENIOR VICE PRESIDENT 315657 0 35000 0 1242 0 9150 0 9473 0 370522 0 0 0 SUSAN ROBUSTO EXECUTIVE VICE PRESIDENT 290826 0 50000 0 1242 0 9150 0 2587 0 353805 0 0 0 ELISABETH BARNA EXECUTIVE VICE PRESIDENT 325636 0 0 0 2322 0 9150 0 9473 0 346581 0 0 0 MARIO GRANDE CHIEF COMMERCIAL OFFICER 228999 0 75000 0 1084 0 9150 0 23986 0 338219 0 0 0 ED GILROY VICE PRESIDENT 275919 0 40000 0 3564 0 8359 0 1082 0 328924 0 0 0 SARAH RAJTIK VICE PRESIDENT 265141 0 50000 0 475 0 8100 0 1082 0 324798 0 0 0 JOHN LYNCH SENIOR VICE PRESIDENT 206508 0 50000 0 622 0 5167 0 25363 0 287660 0 0 0 MEGAN MASITTO CHIEF FINANCIAL OFFICER 212409 0 40000 0 540 0 6231 0 1579 0 260759 0 0 0 PART I, LINE 1A CHAIRMAN TRAVEL - THE CHAIRMAN AND CHAIRMAN'S SPOUSE MAY TRAVEL FIRST CLASS DUE TO HEAVY TRAVEL SCHEDULES. THE POSITION IS AN UNPAID ONE YEAR POSITION. PRESIDENT TRAVEL - THE PRESIDENT & CEO MAY TRAVEL FIRST CLASS DUE TO A HEAVY TRAVEL SCHEDULE. SPOUSE TRAVEL - THE PRESIDENT & CEO'S SPOUSE MAY TRAVEL FIRST CLASS TO MEETINGS FOR BUSINESS PURPOSES. SERVICE AWARDS - SERVICE AWARDS TO ALL STAFF ARE GROSSED UP FOR TAXES. TWO OF THE LISTED EMPLOYEES RECEIVED SERVICE AWARDS. FORM 990, PART VI, SECTION A, LINE 2 - ERIC FULLER, DENNIS NASH, AND LEE PHILIP SHAFFER HAVE A BUSINESS RELATIONSHIP. - EVERETT ROEHL AND RICHARD ROEHL HAVE A FAMILY AND BUSINESS RELATIONSHIP. - BARRY E. POTTLE AND CHELSEA POTTLE DEMMONS HAVE A FAMILY AND BUSINESS RELATIONSHIP. - ELI MCCORMICK AND EDGAR MCGONIGAL HAVE A BUSINESS RELATIONSHIP. - WES DAVIS AND MICHAEL MASSENGILL HAVE A BUSINESS RELATIONSHIP. - HUGH EKBERG AND JOHN M SMITH HAVE A BUSINESS RELATIONSHIP. - MICHAEL D. YADON AND SCOTT PAUCHNIK HAVE A BUSINESS RELATIONSHIP. - JOHN S. WHITTINGTON AND CHARLES L. WHITTINGTON HAVE A BUSINESS RELATIONSHIP. - DAVID R. WILLIAMS AND KEVIN P. KNIGHT HAVE A BUSINESS RELATIONSHIP. - DREW FREE AND DAVID G. FREE HAVE A FAMILY AND BUSINESS RELATIONSHIP. - MICHAEL KIELY, NICK DANDREA, AND MARIO ARCHAGA HAVE A BUSINESS RELATIONSHIP. - DAVID J. LEATHERS AND JAIME MAUS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE AMERICAN TRUCKING ASSOCIATION, INC. IS A TRADE ASSOCIATION CONSISTING OF DUES PAYING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE AMERICAN TRUCKING ASSOCIATIONS, INC. (ATA) BOARD OF DIRECTORS, AS OF DECEMBER 31, 2022, CONSISTS OF ONE HUNDRED TWENTY-SEVEN MEMBERS PLUS THREE EMERITUS MEMBERS FOR A TOTAL OF ONE HUNDRED THIRTY VOTING MEMBERS. SIXTY-NINE OFFICERS AND VICE PRESIDENTS AT LARGE ARE ELECTED BY THE BOARD ITSELF ANNUALLY. FOURTEEN COMMITTEE CHAIRS ARE APPOINTED ANNUALLY BY THE CHAIRMAN, WHO SERVES A ONE YEAR TERM. FOURTY-EIGHT STATE ASSOCIATIONS, AFFILIATED CONFERENCES REPRESENTING INDUSTRY SEGMENTS, AND OTHER RELATED ORGANIZATIONS EACH ELECT ONE ATA MEMBER AS THEIR REPRESENTATIVE TO THE BOARD. EMERITUS MEMBERS ARE EX-OFFICIO LIFETIME MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B DRAFT VERSION OF THE 990 TAX RETURNS ARE COMPILED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE CEO AND CFO OF THE ORGANIZATION. FINAL COPIES OF THE 990 TAX RETURNS ARE PROVIDED TO ALL BOARD MEMBERS ON THE BOARD PORTAL. FORM 990, PART VI, SECTION B, LINE 12C THE AMERICAN TRUCKING ASSOCIATIONS, INC. REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ALL CONTRACTS GO THROUGH AN EXTENSIVE REVIEW PROCESS. IF AN EMPLOYEE IS MADE AWARE OF A CONFLICT THEY ARE INSTRUCTED TO DISCLOSE THE SITUATION THROUGH THE PROPER CHAIN SO THAT THE APPROPRIATE ACTION MAY TAKE PLACE. FORM 990, PART VI, SECTION B, LINE 15 THE AMERICAN TRUCKING ASSOCIATIONS (ATA) USES AN OUTSIDE COMPENSATION CONSULTANT TO CONDUCT AN ANNUAL REVIEW OF THE PRESIDENT & CEO'S COMPENSATION. THE PROCESS INCLUDES A REVIEW OF THE CURRENT CASH COMPENSATION (BASE SALARY PLUS INCENTIVE BONUS AND BENEFITS). SECONDLY, THE CONSULTANT CONDUCTS A MARKET ANALYSIS COMPARING THE CEO'S COMPENSATION WITH THE COMPENSATION OF CEO'S OF COMPARABLE TRADE ASSOCIATIONS. THE ATA COMPENSATION COMMITTEE IS A SUBCOMMITTEE OF THE ATA EXECUTIVE COMMITTEE, A SUBCOMMITTEE OF THE ATA BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE CONSIDERS THE RESULTS OF THESE ANALYSES WHEN DETERMINING COMPENSATION LEVELS OF THE CEO. THE SENIOR STAFF'S COMPENSATION IS COMPARED TO COMPENSATION OF COMPARABLE POSITIONS IN A COMPARATOR GROUP OF TRADE ASSOCIATIONS AND REVIEWED BY THE PRESIDENT AND CEO. FORM 990, PART VI, SECTION C, LINE 19 THE AMERICAN TRUCKING ASSOCIATIONS, INC. MAKES GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PENSION EQUITY CHARGE 142,301. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS AUDIT OVERSIGHT PROCESS OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR. AMERICAN TRANSPORTATION RESEARCH INSTITUTE 80 M STREET SE SUITE 800 WASHINGTON DC 20003 542039775 RESEARCH VA 501(C)3 7 ATA 1 TRUCKING CARES FOUNDATION 80 M STREET SE SUITE 800 WASHINGTON DC 20003 823015119 CHARITABLE VA 501(C)3 7 ATA 1 ATA SERVICES INC AND SUBSIDIARY 80 M STREET SE SUITE 800 WASHINGTON DC 20003 521066416 COMPUTER SERVICES VA ATA C 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 AMERICAN TRANSPORTATION RESEARCH INSTITUTE B 561417 ACTUAL CONTRIBUTION AMERICAN TRANSPORTATION RESEARCH INSTITUTE L 200000 BUDGETED FEE AMERICAN TRANSPORTATION RESEARCH INSTITUTE O 1340390 ACTUAL COSTS