2024-11-04T16:58:20-06:00 2023-12-31 473535842 DAVIS FARR LLP 18201 VON KARMAN AVE SUITE 1100 IRVINE CA 92612 990 2023-01-01 521228981 NATIONAL MOTORCYCLE SAFETY FUND INC NATI 9497273227 2 JENNER 150 IRVINE CA 926183806 SCOTT SCHLOEGEL SENIOR VP OF GOVERNMENT RELATIONS 9497273227 2024-11-04 1 1 TRITIA FOSTER P02164134 9494742020 2023 2024-10-15 13:58:12Z SCOTT SCHLOEGEL 2 JENNER 150 IRVINE CA 926183806 26854 0 X NMSFUND.ORG X 1980 DC MOTORCYCLE SAFETY EDUCATION 10 10 0 10 0 0 28498 17101 0 0 -6304 9753 0 0 22194 26854 0 40499 0 0 0 0 0 0 0 0 1 0 40500 22194 -13646 462680 449034 0 0 462680 449034 X MOTORCYCLE SAFETY EDUCATION 0 0 40500 40499 THE NATIONAL MOTORCYCLE SAFETY FUND IS A CHARITABLE ORGANIZATION CREATED IN 1980 TO SUPPLEMENT THE WORK OF THE MOTORCYCLE SAFETY FOUNDATION. SINCE 1973, THE MSF HAS BEEN WORKING TIRELESSLY TO ELIMINATE MOTORCYCLE CRASHES, INJURIES AND FATALITIES THROUGH ITS MANY RESEARCH AND TRAINING PROGRAMS AND MOTORIST AWARENESS EFFORTS.THE NMSF AUGMENTS THE MSF AND PROVIDES A MEANS FOR RIDERS, FAMILY MEMBERS, CORPORATIONS, AND OTHER ORGANIZATIONS AND GROUPS TO MAKE TAX-DEDUCTIBLE CONTRIBUTIONS TO SUPPORT THE MSF'S MISSION.THE NMSF HAS SET ITS GOAL TO SIGNIFICANTLY INCREASE SUPPORT OF MOTORCYCLIST SAFETY RESEARCH EFFORTS AND OTHER INITIATIVES THAT LEAD TO THE DEVELOPMENT OF COUNTER MEASURES THAT IMPROVE MOTORCYCLIST SAFETY. 40500 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X ANN VISAN 9497273227 2 JENNER SUITE 150 IRVINE CA 926183806 X CHASE RASTEGAR SECRETARY/TREASURER 0.50 0.50 X X 0 0 0 CROFT LONG CHAIR 0.50 0.50 X X 0 0 0 JASON TOLLESON VICE CHAIR 0.50 0.50 X X 0 0 0 DANE HOECHST TRUSTEE 0.50 0.50 X 0 0 0 KEN DURR TRUSTEE 0.50 0.50 X 0 0 0 JAMES NICHOLSON TRUSTEE 0.50 0.50 X 0 0 0 ROD LOPUSNAK MEMBER 0.50 1.50 X 0 0 0 SHAWN F MCLEAN MEMBER 0.50 0.50 X 0 0 0 STEPHANE BERTRAND MEMBER 0.50 0.50 X 0 0 0 ERIK PRITCHARD PRESIDENT & CEO 1.00 36.50 X 0 603476 46661 ROBERT GLADDEN VP, TRANING OPERATIONS 1.00 36.50 X 0 172395 36998 ALEXANDER BERGER GENERAL COUNSEL 0.50 37.00 X 0 262789 19697 KEN GLASER DIRECTOR, SPECIAL PROJECTS 0.75 36.75 X 0 119326 19808 SCOTT SCHLOEGEL SR. VP, GOVT'T RELATIONS 0.50 37.00 X 0 381618 54495 VIRIDIANA SANCHEZ VP, OPERATIONS 1.00 37.50 X 0 186539 42927 JACQUELINE PETERSON VP, COMMUNICATIONS 1.00 37.50 X 0 227742 25975 CINNAMON KERNES VP, MARKET EXPANSION 1.00 37.50 X 0 207981 26388 ELI RALSTON DIRECTOR, IT 1.00 37.50 X 0 219500 38114 RAY OCHS VP, TRAINING SYSTEMS 1.00 36.50 X 180880 0 37111 180880 2381366 348174 1 0 1 0 0 17101 17101 9753 9753 26854 0 0 9753 40499 40499 POSTAGE AND FREIGHT 1 1 40500 40500 0 0 379876 354382 82804 94652 462680 449034 0 0 X 380090 356692 82590 92342 462680 449034 462680 449034 -13646 0 X X 0 1 X 1 0 X 41677 68391 37701 28499 17101 193369 41677 68391 37701 28499 17101 193369 66644 126725 11758 7457 15427 -6304 9753 38091 231460 -14715 0.54750 0.57320 X 0 NEW YORK LIFE ANNUITY 92342 DUE FROM AFFILIATES 2310 94652 X PART X, LINE 2: NMSF'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE LAST FOUR FISCAL YEARS ARE SUBJECT TO IRS EXAMINATION AND STATE TAXING AUTHORITIES. BECAUSE APPLICATION OF TAX LAWS AND REGULATIONS FOR MANY TYPES OF TRANSACTIONS IS SUSCEPTIBLE TO VARYING INTERPRETATIONS, AMOUNTS REPORTED IN NMSF'S FINANCIAL STATEMENTS COULD BE CHANGED AT A LATER DATE UPON FINAL DETERMINATION BY TAXING AUTHORITIES. MANAGEMENT BELIEVES THAT APPROPRIATE PROVISIONS FOR ALL OUTSTANDING ISSUES HAVE BEEN MADE FOR ALL YEARS UNDER EXAMINATION AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN INCOME TAX POSITIONS THAT COULD MATERIALLY AFFECT ITS FINANCIAL STATEMENTS AT BOTH THE FEDERAL AND STATE JURISDICTION LEVELS. NMSF IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE CODES. 0 1 0 0 0 0 0 0 0 ERIK PRITCHARD PRESIDENT & CEO 0 488343 0 115133 0 0 0 24750 0 21911 0 650137 0 0 SCOTT SCHLOEGEL SR. VP, GOVT'T RELATIONS 0 319000 0 62618 0 0 0 24750 0 29745 0 436113 0 0 ALEXANDER BERGER GENERAL COUNSEL 0 262789 0 0 0 0 0 19672 0 25 0 282486 0 0 ELI RALSTON DIRECTOR, IT 0 214500 0 5000 0 0 0 16425 0 21689 0 257614 0 0 JACQUELINE PETERSON VP, COMMUNICATIONS 0 217742 0 10000 0 0 0 15329 0 10646 0 253717 0 0 CINNAMON KERNES VP, MARKET EXPANSION 0 195981 0 12000 0 0 0 15561 0 10827 0 234369 0 0 VIRIDIANA SANCHEZ VP, OPERATIONS 0 174539 0 12000 0 0 0 13983 0 28944 0 229466 0 0 RAY OCHS VP, TRAINING SYSTEMS 172880 0 8000 0 0 0 13506 0 23605 0 217991 0 0 0 ROBERT GLADDEN VP, TRANING OPERATIONS 0 167395 0 5000 0 0 0 12892 0 24106 0 209393 0 0 PART I, LINE 4B MIC HAS ADOPTED A NONQUALIFIED, DEFERRED COMPENSATION SAVINGS PLAN FOR CERTAIN KEY EMPLOYEES. UNDER THIS ARRANGEMENT, SELECTED EMPLOYEES CONTRIBUTE A PORTION OF THEIR ANNUAL COMPENSATION TO THE DEFERRED COMPENSATION SAVINGS PLAN HELD BY MIC IN AN INVESTMENT ACCOUNT FOR THE BENEFIT OF PLAN PARTICIPANTS. THE INVESTMENT ACCOUNTS ARE TYPICALLY HELD IN MUTUAL FUNDS. FUNDS IN THIS PLAN MAY BE DISTRIBUTED TO EACH PLAN BENEFICIARY WHEN THEY RETIRE FROM SERVICE WITH MIC. UNDER THE TERMS OF THE PLAN, PARTICIPANTS' ACCOUNTS REPRESENT UNSECURED CLAIMS AGAINST MIC. THE PARTICIPANTS' INVESTMENT ACCOUNT HAS BEEN PRESENTED AS DEFERRED COMPENSATION INVESTMENTS, WITH A CORRESPONDING LIABILITY FOR BENEFIT PAYMENTS PRESENTED AS DEFERRED COMPENSATION PAYABLES ON THE ACCOMPANYING FINANCIAL STATEMENTS. THERE WERE NO EMPLOYER CONTRIBUTIONS TO THE PLAN IN 2023. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION IS GOVERNED BY A BOARD OF TRUSTEES, CONSISTING OF 10 INDEPENDENT TRUSTEES. THE BOARD IS THE SAME BOARD AS A RELATED ENTITY, MOTORCYCLE SAFETY FOUNDATION ("MSF"). THE MSF BOARD ELECTIONS ARE HELD ANNUALLY WITH 5 BOARD POSITIONS FILLED BY THE LARGEST MARKET SHARE MEMBER COMPANIES AND 2 POSITIONS FILLED BY MEMBERS AT LARGE. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS DISTRIBUTED TO THE AUDIT COMMITTEE, THE PRESIDENT, AND LEGAL COUNSEL FOR REVIEW, COMMENTS, AND APPROVAL; THE ENTIRE BOARD RECEIVES A DRAFT BEFORE FILING WITH THE TAXING AUTHORITIES. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND UPDATE THEIR DISCLOSURES. UPDATED DISCLOSURE STATEMENTS ARE REVIEWED BY LEGAL COUNSEL; LEGAL COUNSEL INVESTIGATES DISCLOSURES THAT COULD RESULT IN POTENTIAL ISSUES OR CONFLICTS OF INTEREST. CONFLICT OF INTEREST POLICY: YOU ARE EXPECTED TO AVOID ANY ACTIVITY, AGREEMENT, BUSINESS INVESTMENT OR INTEREST, OR OTHER SITUATION WHICH COULD APPEAR THAT YOU ARE IMPROPERLY BENEFITTING FROM YOUR EMPLOYMENT WITH THE ASSOCIATIONS. THIS INCLUDES THE USE OF YOUR RELATIONSHIP WITH THE ASSOCIATIONS FOR PERSONAL PROFIT OR ADVANTAGE, EITHER DIRECTLY OR INDIRECTLY, SUCH AS THE TAKING OF MONEY, MERCHANDISE OR SERVICES FROM A VENDOR OR MEMBER FOR PERSONAL GAIN. GOOD JUDGMENT WILL PREVENT THE POSSIBILITY OF A CONFLICT OF INTEREST FROM ARISING. HOWEVER, IF YOU ENGAGE OR PLAN TO ENGAGE IN ANY ACTIVITY OR TRANSACTION WHICH MIGHT CAUSE AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST, YOU MUST DISCLOSE THE SITUATION IN ADVANCE TO YOUR SUPERVISOR. PLEASE CONSULT HUMAN RESOURCES IF YOU HAVE ANY QUESTIONS REGARDING THIS POLICY. THE PRESIDENT, A VICE-PRESIDENT OR THE BOARD MUST BE CONSULTED BEFORE THE HIRING OF ASSOCIATES, CONTRACTING FOR SERVICES, OR PURCHASING FROM SUPPLIERS THAT ARE RELATED TO, OR FINANCIALLY ASSOCIATED WITH, AN ASSOCIATE. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE COMPENSATION COMMITTEE (COMPRISED OF 3 OR MORE ELECTED BOARD MEMBERS) MEETS TO REVIEW, APPROVE, AND DOCUMENT THE PRESIDENT'S COMPENSATION. THE REVIEW PROCESS INCLUDES, BUT IS NOT LIMITED TO, ANALYSIS OF COMPENSATION LEVELS FOR THE OTHER INDUSTRY LEADERS, AMERICAN RESEARCH CORPORATION SURVEYS AND ANALYSIS OF CEO COMPENSATION, FINANCIAL RESULTS AND STEWARDSHIP, AND ACCOMPLISHMENTS RELATED TO THE ORGANIZATION'S STRATEGIC PLANS. IN ADDITION, THE COMPENSATION COMMITTEE REVIEWS THE PROPOSED COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES AVAILABLE FOR PUBLIC INSPECTION A COPY OF ITS EXEMPTION APPLICATION AND ITS ANNUAL RETURNS FOR THE PRECEDING THREE YEARS FOR ANYONE WHO REQUESTS TO SEE THEM IN PERSON OR IN WRITING. THE DOCUMENTS ARE AVAILABLE DURING REGULAR BUSINESS HOURS AT THE ORGANIZATION'S OFFICE. A COPY IS GENERALLY FURNISHED ON THE SAME DAY WHEN THE REQUEST IS MADE IN PERSON, OR WITHIN 30 DAYS OF RECEIVING A WRITTEN REQUEST. ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S OFFICE. FORM 990 PART VII SECTION A COMPENSATION NATIONAL MOTORCYCLE SAFETY FUND, INC. SHARES COMMON PERSONNEL WITH THE FOLLOWING ORGANIZATIONS EXEMPT UNDER IRS CODE SECTION 501(C): SPECIALTY VEHICLE INSTITUTE OF AMERICA MOTORCYCLE INDUSTRY COUNCIL, INC. MOTORCYCLE SAFETY FOUNDATION, INC. RECREATIONAL OFF-HIGHWAY VEHICLE ASSOCIATION THE RIGHT RIDER ACCESS FUND, INC. TO MINIMIZE OVERHEAD AND ADMINISTRATIVE EXPENSES FOR THE ORGANIZATIONS, SHARED PERSONNEL ARE REQUIRED TO PERFORM CERTAIN ADMINISTRATIVE FUNCTIONS FOR ALL OF THE ORGANIZATIONS. THE DUTIES AND RESPONSIBILITIES ARE SET FORTH IN SEPARATE AGREEMENTS BETWEEN THE ORGANIZATIONS. TO THE EXTENT NECESSARY OR REQUIRED BY THE AGREEMENTS, THE COUNCIL IS REIMBURSED FOR THE COSTS ASSOCIATED WITH THE SERVICES PROVIDED ON BEHALF OF THE OTHER OTHER ORGANIZATIONS. FORM 990 PART XII LINE 2C THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. MOTORCYCLE INDUSTRY COUNCIL INC 2 JENNER SUITE 150 IRVINE CA 92618 314394320 TRADE ASSOCIATION NY 501(C)(6) 0 MOTORCYCLE SAFETY FOUNDATION 2 JENNER SUITE 150 IRVINE CA 92618 520963363 TRADE ASSOCIATION DC 501(C)(6) 0 SPECIALTY VEHICLE INSTITUTE OF AMERICA 2 JENNER SUITE 150 IRVINE CA 92618 330044256 TRADE ASSOCIATION DC 501(C)(6) 0 RECREATIONAL OFF-HIGHWAY VEHICLE ASSOCIATION 2 JENNER SUITE 150 IRVINE CA 92618 211703128 TRADE ASSOCIATION DC 501(C)(6) 0 RIGHT RIDER ACCESS FUND INC 2 JENNER SUITE 150 IRVINE CA 92618 452038902 OFF-HIGHWAY VEHICLE SAFETY DC 501(C)(3) LINE 7 0 TRANSTAND INC 2 JENNER SUITE 150 IRVINE CA 926183806 204898937 CONSULTING SERVICES CA MOTORCYCLE INDUSTRY COUNCIL C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 MOTORCYCLE SAFETY FOUNDATION Q 2310 COST