2024-05-13T09:48:35-05:00 2023-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-07-01 521007647 AMERICAN PUBLIC TRANSPORTATION ASSOCIATION AMER 2024964800 1300 I STREET NW 1200 E WASHINGTON DC 20005 PAUL P SKOUTELAS PRESIDENT AND CEO 2024964800 2024-05-13 1 PAUL SKOUTELAS 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAUL P SKOUTELAS 1300 I STREET NW 1200 E WASHINGTON DC 20005 32211904 0 X WWW.APTA.COM X 1974 DC SEE PART III, LINE 1. 120 120 117 120 419193 89020 3136434 1099057 29129169 25269598 137383 523489 30082 88116 32433068 26980260 159320 406765 0 0 10884306 12296845 0 0 0 13450187 14043849 24493813 26747459 7939255 232801 33473364 41357326 25733902 32126382 7739462 9230944 TO SERVE AND REPRESENT ITS MEMBERS IN MAKING PUBLIC TRANSPORTATION AN EFFECTIVE PATH TO ECONOMIC OPPORTUNITY, PERSONAL MOBILITY AND IMPROVING THE QUALITY OF LIFE THROUGH PARTNERSHIPS, COMMUNICATIONS, TECHNOLOGY AND ADVOCACY. 0 0 TRAINING & DEVELOPMENT: HELD ELEVEN SPECIALIZED WORKSHOPS AND TRIANNUAL EXPO, THAT FOCUS ON SPECIFIC AREAS OF INTEREST IN THE TRANSIT INDUSTRY. MAJOR MEETINGS: HELD SIX CONFERENCES FOCUSED ON RELEVANT INDUSTRY ISSUES WHILE PROVIDING INFORMATION AND TRAINING WHICH IS CRUCIAL TO PROFESSIONAL DEVELOPMENT. MEMBER SERVICES: INCLUDES MANAGEMENT OF MEMBER COMMITTEES, INDUSTRY STATISTICS AND FEDERAL LEGISLATIVE AND REGULATORY ADVOCACY. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 1 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 43 0 1 117 1 1 1 0 0 0 0 0 0 0 X 120 120 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X JETRIS HAMILTON 2024964800 1300 I STREET NW 1200 E WASHINGTON DC 20005 DORVAL R CARTER JR CHAIR 1.00 1.00 X X 0 0 0 MICHELE WONG KRAUSE VICE CHAIR 1.00 1.00 X X 0 0 0 JEFFREY WHARTON SEC./TREA. 1.00 6.00 X X 0 0 0 JEFFREY A NELSON IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 JOSE R BUSTAMANTE PE EXEC. COMM. MBR 1.00 X 0 0 0 FRANCIS BUDDY COLEMAN EXEC. COMM. MBR 1.00 X 0 0 0 JAMES M DERWINSKI EXEC. COMM. MBR 1.00 X 0 0 0 DAWN DISTLER EXEC. COMM. MBR 1.00 X 0 0 0 DENISE A FIGUEROA EXEC. COMM. MBR 1.00 X 0 0 0 JANNET M WALKER-FORD EXEC. COMM. MBR 1.00 1.00 X 0 0 0 CAROLYN M GONOT EXEC. COMM. MBR 1.00 X 0 0 0 RICHARD J LEARY EXEC. COMM. MBR 1.00 X 0 0 0 HENRY LI EXEC. COMM. MBR 1.00 1.00 X 0 0 0 MJ MAYNARD EXEC. COMM. MBR 1.00 X 0 0 0 RAYMOND J MELLEADY EXEC. COMM. MBR 1.00 X 0 0 0 ALLAN POLLOCK EXEC. COMM. MBR 1.00 X 0 0 0 NAOMI RENEK EXEC. COMM. MBR 1.00 X 0 0 0 LESLIE S RICHARDS EXEC. COMM. MBR 1.00 X 0 0 0 ERIN ROGERS EXEC. COMM. MBR 1.00 X 0 0 0 RITA A SCOTT EXEC. COMM. MBR 1.00 X 0 0 0 TROI TAYLOR AT LARGE DIRECTOR 1.00 X 0 0 0 DOUG TISDALE EXEC. COMM. MBR 1.00 X 0 0 0 MATTHEW O TUCKER EXEC. COMM. MBR 1.00 X 0 0 0 TOM R WALDRON EXEC. COMM. MBR 1.00 X 0 0 0 EVE WILLIAMS EXEC. COMM. MBR 1.00 X 0 0 0 MICHAEL A ALLEGRA PE AT LARGE DIRECTOR 1.00 X 0 0 0 RICHARD AMENT DSGND BUS. MBR DIR. 1.00 X 0 0 0 HOLLY ARNOLD DSGND TRANS SYS MBR DIR 1.00 X 0 0 0 JAMESON T AUTEN AT LARGE DIRECTOR 1.00 X 0 0 0 DEBRA R AVILA DSGND TRANS SYS MBR DIR 1.00 X 0 0 0 DORAN J BARNES HONORARY MEMBER 1.00 X 0 0 0 JOHN P BARTOSIEWICZ HONORARY MEMBER 1.00 X 0 0 0 GLEN BECERRA DSGND COMMITTEE CHAIR DIR 1.00 X 0 0 0 CHRISTOPHER P BOYLAN AT LARGE DIRECTOR 1.00 X 0 0 0 CHRIS BRADY DSGND COMMITTEE CHAIR DIR 1.00 X 0 0 0 REX BREJNIK DSGND BUS. MBR DIR. 1.00 X 0 0 0 LOUIS J BROWN JR PE DSGND COMMITTEE CHAIR DIR 1.00 X 0 0 0 CARRIE BUTLER AT LARGE DIRECTOR 1.00 X 0 0 0 ALVA CARRASCO DSGND COMMITTEE CHAIR DIR 1.00 X 0 0 0 MATTIE P CARTER HONORARY MEMBER 1.00 X 0 0 0 FLORA M CASTILLO CHIE HONORARY MEMBER 1.00 X 0 0 0 PETER M CIPOLLA HONORARY MEMBER 1.00 X 0 0 0 RANDY S CLARKE DSGND TRANS SYS MBR DIR 1.00 X 0 0 0 EULOIS CLECKLEY DSGND TRANS SYS MBR DIR 1.00 X 0 0 0 ALEXANDER D CLIFFORD DSGND COMMITTEE CHAIR DIR 1.00 X 0 0 0 KEVIN S CORBETT DSGND TRANS SYS MBR DIR 1.00 X 0 0 0 NATALIE E CORNELL AT LARGE DIRECTOR 1.00 X 0 0 0 LASHANDA DAWKINS ESQ DSGND COMMITTEE CHAIR DIR 1.00 X 0 0 0 JENNIFER DEBRUHL AICP PMP DSGND COMMITTEE CHAIR DIR 1.00 X 0 0 0 CLARELLE DEGRAFFE DSGND TRANS SYS MBR DIR 1.00 X 0 0 0 SAMUEL M DESUE JR AT LARGE DIRECTOR 1.00 X 0 0 0 ROD DIRIDON SR HONORARY MEMBER 1.00 X 0 0 0 CRISSY DITMORE AT LARGE DIRECTOR 1.00 X 0 0 0 SHAWN M DONAGHY DSGND COMMITTEE CHAIR DIR 1.00 X 0 0 0 INEZ EVANS AT LARGE DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM F FAY JR DSGND BUS. MBR DIR. 1.00 X 0 0 0 JOHN C FINK III DSGND BUS. MBR DIR. 1.00 X 0 0 0 NATHANIEL P FORD SR HONORARY MEMBER 1.00 X 0 0 0 GERALD C FRANCIS DSGND COMMITTEE CHAIR DIR 1.00 X 0 0 0 JEFFREY GONNEVILLE DSGND TRANS SYS MBR DIR 1.00 X 0 0 0 JAMES H GRAEBNER HONORARY MEMBER 1.00 X 0 0 0 BEVERLY D GREENE AT LARGE DIRECTOR 1.00 X 0 0 0 COLLIE GREENWOOD DSGND TRANS SYS MBR DIR 1.00 X 0 0 0 SEMIA HACKETT AT LARGE DIRECTOR 1.00 X 0 0 0 VERONIQUE HAKIM DSGND BUS. MBR DIR. 1.00 X 0 0 0 MICHAEL HEIDKAMP AT LARGE DIRECTOR 1.00 X 0 0 0 KAMMY HORNE AICP DSGND COMMITTEE CHAIR DIR 1.00 X 0 0 0 KRISH INBARAJAN AT LARGE DIRECTOR 1.00 X 0 0 0 LAURENCE W JACKSON HONORARY MEMBER 1.00 X 0 0 0 DEBRA A JOHNSON DSGND TRANS SYS MBR DIR 1.00 1.00 X 0 0 0 AREZOU C JOLLY AT LARGE DIRECTOR 1.00 X 0 0 0 KATHARINE KELLEMAN DSGND TRANS SYS MBR DIR 1.00 5.00 X 0 0 0 CHRISTIAN T KENT DSGND COMMITTEE CHAIR DIR 1.00 X 0 0 0 SUSANNAH KERR AIA DSGND BUS. MBR DIR. 1.00 X 0 0 0 JULIE B KIRSCHBAUM DSGND TRANS SYS MBR DIR 1.00 X 0 0 0 CHRISTOS KRITSIDIMAS DSGND BUS. MBR DIR. 1.00 X 0 0 0 CELIA KUPERSMITH HONORARY MEMBER 1.00 X 0 0 0 THOMAS C LAMBERT DSGND TRANS SYS MBR DIR 1.00 X 0 0 0 JAMES P LARUSCH DSGND COMMITTEE CHAIR DIR 1.00 X 0 0 0 NADINE LEE PE DSGND TRANS SYS MBR DIR 1.00 X 0 0 0 SALLY LIBRERA DSGND BUS. MBR DIR. 1.00 X 0 0 0 REBA MALONE HONORARY MEMBER 1.00 X 0 0 0 JACK MARTINSON AT LARGE DIRECTOR 1.00 1.00 X 0 0 0 LAURA MASON AT LARGE DIRECTOR 1.00 X 0 0 0 BACARRA MAULDIN AT LARGE DIRECTOR 1.00 X 0 0 0 VALARIE J MCCALL HONORARY MEMBER 1.00 X 0 0 0 JONATHAN H MCDONALD PE DSGND COMMITTEE CHAIR DIR 1.00 X 0 0 0 HEATHER MCKILLOP DSGND COMMITTEE CHAIR DIR 1.00 X 0 0 0 JENNIFER MCNEILL DSGND BUS. MBR DIR. 1.00 X 0 0 0 BRAD MILLER AT LARGE DIRECTOR 1.00 X 0 0 0 J ROGER MORTON AT LARGE DIRECTOR 1.00 X 0 0 0 WILLIAM R MOSELEY DSGND COMMITTEE CHAIR DIR 1.00 X 0 0 0 RAQUEL OLIVIER AT LARGE DIRECTOR 1.00 5.00 X 0 0 0 JOSEPH PEREZ DSGND COMMITTEE CHAIR DIR 1.00 X 0 0 0 KAREN ELIZABETH PHILBRICK AT LARGE DIRECTOR 1.00 X 0 0 0 ROBERT M POWERS DSGND TRANS SYS MBR DIR 1.00 X 0 0 0 KEVIN B QUINN JR DSGND TRANS SYS MBR DIR 1.00 X 0 0 0 LEANNE P REDDEN DSGND TRANS SYS MBR DIR 1.00 X 0 0 0 CATHERINE A RINALDI DSGND COMMITTEE CHAIR DIR 1.00 X 0 0 0 SCOTT A SAUER CSP WSO-CSSD DSGND TRANS SYS MBR DIR 1.00 X 0 0 0 MICHAEL J SCANLON HONORARY MEMBER 1.00 1.00 X 0 0 0 BEVERLY A SCOTT HONORARY MEMBER 1.00 X 0 0 0 AMY SHATZKIN DSGND COMMITTEE CHAIR DIR 1.00 X 0 0 0 HOWARD SILVER HONORARY MEMBER 1.00 X 0 0 0 RICHARD J SIMONETTA HONORARY MEMBER 1.00 X 0 0 0 LAUREN SKIVER AT LARGE DIRECTOR 1.00 X 0 0 0 MANJIT KAUR SOOCH DSGND COMMITTEE CHAIR DIR 1.00 X 0 0 0 DAVID M STACKROW SR CPA HONORARY MEMBER 1.00 X 0 0 0 ROBIN STIMSON DSGND BUS. MBR DIR. 1.00 X 0 0 0 GARY C THOMAS HONORARY MEMBER 1.00 1.00 X 0 0 0 RONALD J TOBER HONORARY MEMBER 1.00 X 0 0 0 MICHAEL S TOWNES HONORARY MEMBER 1.00 X 0 0 0 EVELYNN TRAN DSGND TRANS SYS MBR DIR 1.00 X 0 0 0 PETER VARGA HONORARY MEMBER 1.00 X 0 0 0 PHILLIP A WASHINGTON HONORARY MEMBER 1.00 X 0 0 0 JULIE A WHITE AT LARGE DIRECTOR 1.00 X 0 0 0 LESLIE R WHITE HONORARY MEMBER 1.00 X 0 0 0 RICHARD A WHITE HONORARY MEMBER 1.00 X 0 0 0 FRANK J WILSON HONORARY MEMBER 1.00 X 0 0 0 MICHAEL WOJNAR DSGND TRANS SYS MBR DIR 1.00 X 0 0 0 PAUL SKOUTELAS PRESIDENT AND CEO 40.00 2.50 X 751596 0 68023 DAVID CAROL COO 37.50 X 357165 0 67907 WARD MCCARRAGHER VP - GOV. AFFAIRS & ADVOCACY 37.50 X 350861 0 42286 JOHN HENRY CFO (THROUGH 2/2023) 37.50 X 328258 0 42230 ARTHUR GUZZETTI VP MOBILITY INIT. & PUB. POLICY 37.50 X 284609 0 69867 PETRA MOLLET VP - STRATEGIC/INT'L PROGR 37.50 X 251586 0 44254 LINDA FORD GENERAL COUNSEL 37.50 X 243036 0 56934 THOMAS DOYLE VP, COMMS & MARKETING 37.50 X 220491 0 28695 SHELLEY KEE VP - HR & ADMIN 37.50 X 212101 0 27820 KYM HILL VP - EXEC. OFFICE & CORP. SEC. 37.50 X 206533 0 38684 CHRISTINA GARNESKI VP MEETINGS & MBRSHIP SVCS 37.50 X 191085 0 50967 ANASTASIA TIONGSON SR. DIR - GOV'T AFFAIRS 37.50 X 214212 0 27853 JOSEPH NIEGOSKI SR. DIR. EDUCATIONAL SVCS 37.50 X 209282 0 38678 POLLY HANSON SR. DIR - SEC. RISK & EMERG. MGMT 37.50 X 190328 0 35946 JOHN GONZALEZ SR. DIRECTOR, MKT & SALES 37.50 X 179226 0 62662 WILLIAM MARONI SR. STRATEGIST EXEC. COMMS 37.50 X 186115 0 29021 KATHLEED GOLDEN SR. DIR - PUBL & PASS. TRANSPORT 37.50 X 167026 0 33515 BRIAN ALBERTS SR. DIR - SAFETY & ADVISORY SVCS 37.50 X 158326 0 32789 MARIE BENTON SR. DIR RAIL TRANSIT (THROUGH 12/23) 37.50 X 156962 0 32351 LISA JERRAM SR. DIR - BUS PRGMS & EMERG. VEHICLE 37.50 X 157829 0 32562 JETRIS HAMILTON SR. DIR. - FINANCE 37.50 X 154912 0 32101 JEREMY REUTER SR. DIR - IT 37.50 X 134167 0 51705 DAVID RIDDY SR. MANAGING EDITOR 37.50 X 132403 0 17399 DAVID BRUENING SR SOFTWARE DEV & DATABASE ADMIN 37.50 X 131332 0 32996 CRAIG REED DIR - BUDGET & TECHNICAL PROJ. 37.50 X 130426 0 17747 ANITHA ATKINS DIR - MEETINGS & EVENTS 37.50 X 115631 0 48714 PAMELA BOSWELL FORMER VP - WDES(THRU 7/2022) 37.50 X 170813 0 25404 5986311 0 1089110 30 1 1 0 EWA IIT 13873 PARK CENTER RD HERNDON VA 20171 IT CONSULTING 879979 NATIONAL TRADE PRODUCTION 313 SOUTH PATRICK STREET ALEXANDRIA VA 22314 TRADESHOW SERVICES 827349 HILTON - SAN DIEGO RESORT ONE PARK BLVD SAN DIEGO CA 92101 MEETING AND EVENT SPACE 687327 D WATTS CONSTRUCTION LLC 4875 EISENHOWER AVE ALEXANDRIA VA 23304 CONSTRUTION SERVICES 661259 FREEMAN AUDIO VISUAL PO BOX 734596 DALLAS TX 753734596 MEETING AUDIO VISUAL SERVICE 618363 31 1099057 1099057 MEMBERSHIP DUES 900099 9390443 9390443 MEETING FEES 900099 8352860 8352860 RESEARCH & ADVOCACY 900099 4633345 4633345 PT ADVERTISING REV. 541800 1807699 1497350 310349 STANDARDS REVENUE 900099 716537 716537 368714 248554 108844 11316 25269598 715742 715742 6193 6193 5039391 5231644 -192253 -192253 -192253 MISCELLANEOUS 900099 81923 81923 81923 26980260 24839089 419193 622921 X 406765 6008802 4366025 483805 828137 610076 57064 85409 468000 75529 3677338 1056372 442669 1661060 691440 5048231 126545 152034 JOURNAL PRODUCTION COST 186511 DUES AND FEES 171965 PUBLICATIONS & SUBS. 101107 TAXES AND FEES 24884 17691 26747459 10768983 14832353 324147 60930 595695 1475803 508933 1712686 2460305 1454000 340539 1006305 13177167 15179610 7757900 7089639 33473364 41357326 4099723 3269774 13071055 21410931 8563124 7445677 25733902 32126382 X 7739462 9230944 7739462 9230944 33473364 41357326 232801 788058 470623 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 14023788 1437103 541555 1978658 1402379 576279 694351 22891 671460 647772 647772 0 1118182 783337 334845 1006305 DUE FROM RELATED PARTIES 95526 SECURITY DEPOSIT 315618 RIGHT OF USE ASSETS 6678495 7089639 LEASE LIABILITY 7445677 7445677 X 27692789 788058 788058 26904731 75529 75529 26980260 26671930 0 26671930 75529 75529 26747459 PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2023, THE ASSOCIATION HAS DOCUMENTED THEIR CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM REVENUE FROM MEMBERSHIP DUES OF $1,689 EAST ASIA AND THE PACIFIC 0 0 PROGRAM REVENUE FROM MEMBERSHIP DUES OF $19,413 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM REVENUE FROM MEMBERSHIP DUES OF $105,415 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM REVENUE FROM MEMBERSHIP DUES OF $5,498 NORTH AMERICA 0 0 PROGRAM REVENUE FROM MEMBERSHIP DUES OF $591,707 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 NATIONAL ACADEMY OF SCIENCES PO BOX 936803 ATLANTA GA 31193 530196932 501(C)(3) 77265 0 SPONSORSHIP AMERICAN PUBLIC TRANSPORTATION FOUNDATION 1300 I STREET NW SUITE 1200 EAST WASHINGTON DC 20005 521616062 501(C)(3) 30000 0 ANNUAL CONTRIBUTION/SPONSORSHIP INTRODUCING YOUTH TO AMERICAN INFRASTRUCTURE INC 535 PIERCE STREET STE 5408 ALBANY CA 94706 824854602 501(C)(3) 20000 0 SPONSORSHIP RAIL-VOLUTION (RAIL-V) 1624 HARMON PLACE PL 206 MINNEAPOLIS MN 55403 311791057 501(C)(3) 15000 0 SPONSORSHIP CONFERENCE OF MINORITY TRANSPORTATION OFFICIALS 100 M STREET SE SUITE 917 WASHINGTON DC 20003 521333719 501(C)(3) 12000 0 SPONSORSHIP 5 0 PART I, LINE 2: APTA REQUIRES WRITTEN REPORTS TO VERIFY THAT PROJECTS ARE COMPLETED AS SPECIFIED BY GRANT. APTA REQUIRES THE ORGANIZATION TO SUBMIT 2 PROGRESS REPORTS, THE FIRST 6 MONTHS AFTER START OF PROJECT AND THE SECOND AT THE END. X X 0 0 0 PAUL SKOUTELAS PRESIDENT AND CEO 553283 0 198313 0 0 0 65098 0 2925 0 819619 0 0 0 DAVID CAROL COO 332165 0 25000 0 0 0 40219 0 27688 0 425072 0 0 0 WARD MCCARRAGHER VP - GOV. AFFAIRS & ADVOCACY 325861 0 25000 0 0 0 39805 0 2481 0 393147 0 0 0 JOHN HENRY CFO (THROUGH 2/2023) 303258 0 25000 0 0 0 38395 0 3835 0 370488 0 0 0 ARTHUR GUZZETTI VP MOBILITY INIT. & PUB. POLICY 269609 0 15000 0 0 0 42425 0 27442 0 354476 0 0 0 LINDA FORD GENERAL COUNSEL 228036 0 15000 0 0 0 29460 0 27474 0 299970 0 0 0 PETRA MOLLET VP - STRATEGIC/INT'L PROGR 236586 0 15000 0 0 0 30193 0 14061 0 295840 0 0 0 THOMAS DOYLE VP, COMMS & MARKETING 205491 0 15000 0 0 0 26383 0 2312 0 249186 0 0 0 JOSEPH NIEGOSKI SR. DIR. EDUCATIONAL SVCS 206782 0 2500 0 0 0 24661 0 14017 0 247960 0 0 0 KYM HILL VP - EXEC. OFFICE & CORP. SEC. 191533 0 15000 0 0 0 24666 0 14018 0 245217 0 0 0 ANASTASIA TIONGSON SR. DIR - GOV'T AFFAIRS 209212 0 5000 0 0 0 25487 0 2366 0 242065 0 0 0 CHRISTINA GARNESKI VP MEETINGS & MBRSHIP SVCS 176085 0 15000 0 0 0 23755 0 27212 0 242052 0 0 0 JOHN GONZALEZ SR. DIRECTOR, MKT & SALES 176726 0 2500 0 0 0 27626 0 35036 0 241888 0 0 0 SHELLEY KEE VP - HR & ADMIN 197101 0 15000 0 0 0 25511 0 2309 0 239921 0 0 0 POLLY HANSON SR. DIR - SEC. RISK & EMERG. MGMT 187828 0 2500 0 0 0 22343 0 13603 0 226274 0 0 0 WILLIAM MARONI SR. STRATEGIST EXEC. COMMS 183615 0 2500 0 0 0 15188 0 13833 0 215136 0 0 0 KATHLEED GOLDEN SR. DIR - PUBL & PASS. TRANSPORT 164526 0 2500 0 0 0 19888 0 13627 0 200541 0 0 0 PAMELA BOSWELL FORMER VP - WDES(THRU 7/2022) 155813 0 15000 0 0 0 25404 0 0 0 196217 0 0 0 BRIAN ALBERTS SR. DIR - SAFETY & ADVISORY SVCS 155826 0 2500 0 0 0 19269 0 13520 0 191115 0 0 0 LISA JERRAM SR. DIR - BUS PRGMS & EMERG. VEHICLE 155329 0 2500 0 0 0 18943 0 13619 0 190391 0 0 0 MARIE BENTON SR. DIR RAIL TRANSIT (THROUGH 12/23) 154462 0 2500 0 0 0 18956 0 13395 0 189313 0 0 0 JETRIS HAMILTON SR. DIR. - FINANCE 152412 0 2500 0 0 0 18510 0 13591 0 187013 0 0 0 JEREMY REUTER SR. DIR - IT 131667 0 2500 0 0 0 17112 0 34593 0 185872 0 0 0 ANITHA ATKINS DIR - MEETINGS & EVENTS 113131 0 2500 0 0 0 14359 0 34355 0 164345 0 0 0 DAVID BRUENING SR SOFTWARE DEV & DATABASE ADMIN 128832 0 2500 0 0 0 19800 0 13196 0 164328 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE ASSOCIATION IS DIVIDED INTO SIX CATEORIES: (A) US & CANADIAN TRANSIT AGENCIES TRANSIT SYSTEM MEMBERS ARE PERSONS, FIRMS, CORPORATIONS, MUNICIPAL AGENCIES OR OTHER GOVNERNMENTAL AGENCIES OPERATING ANY FORM OF ORGANIZED PUBLIC TRANSIT SYSTEM IN THE UNITES STATES, PUERTO RICO, CANADA OR MEXICO. THIS INCLUDES NEW TRANSIT ENTERPRISES ORGANIZED TO OPERATE A TRANSIT SYSTEM NOT PREVIOUSLY IN EXISTENCE WITHIN SUCH BOUNDARIES, OR, HIGH SPEED RAIL AUTHORITIES AND VANPOOL/CARPOOL PROVIDERS. (B) TRANSIT MANAGEMENT COMPANIES ANY PERSON, FIRM OR CORPORATION THAT PROVIDES PROFESSIONAL MANAGEMENT SERVICES TO SUCH TRANSIT SYSTEMS (C) BUSINESS MEMBERS BUSINESS MEMBERS CONSIST OF MANUFACTURERS AND SUPPLIER MEMBERS, CONSULTANT MEMBERS, CONTRACTORS AND OTHER FIRMS PROVIDING SERVICES TO THE TRANSPORTATION INDUSTRY. ADDITIONAL CATEGORIES OF MEMBERSHIP INCLUDE (D) GOVERNMENTAL AGENCIES NON-OPERATING STATE DEPARTEMENT OF TRANSPORTATION MEMBERS, GOVERNMENT AGENCY MEMBERS AND METROPOLITAN PLANNING ORGANIZATIONS. (E) AFFILIATES CONSIST OF ASSOCIATED RAILROADS, PUBLIC INTEREST GROUPS, LEGISLATIVE REPRESENTATIVES, PUBLISHERS, UNIVERSITIES, AND OTHER ORGANIZATIONS WITH AN INTEREST IN PUBLIC TRANSIT AND (F) RETIREES. FORM 990, PART VI, SECTION A, LINE 7A TWENTY DIRECTORS ARE DESIGNATED TRANSIT SYSTEM DIRECTORS. THESE ARE THE TWENTY HIGHEST DUES-PAYING TRANSIT SYSTEM MEMBERS OF THE ASSOCIATION. TEN DIRECTORS ARE DESIGNATED BUSINESS MEMBER DIRECTORS. THESE ARE THE TEN HIGHEST DUES-PAYING BUSINESS MEMBERS OF THE ASSOCIATION. THERE ARE TWENTY SEVEN DESIGNATED COMMITTEE CHAIRS. THE REMAINING DIRECTORS ARE ELECTED BY THE MEMBERS AT AN ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B ALL MEMBER CLASSES VOTE ON THE ANNUAL ELECTION OF THE BOARD OF DIRECTORS AND ON ANY CHANGES TO THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE AUDIT COMMITTEE. A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD, BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD OF DIRECTORS MEMBERS ARE NOTIFIED ANNUALLY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. IN ADDITION, ALL MEMBERS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST POLICY. IF AN INDIVIDUAL BECOMES AWARE OF AN ACTUAL OR POTENTIAL CONFLICT, EITHER BEFORE OR AFTER THE FACT, THEY ARE REQUIRED TO IMMEDIATELY MAKE FULL DISCLOSURE OF THE MATTER. IN THE CASE OF AN OFFICER, DIRECTOR, OR COMMITTEE OFFICER, SUCH DISCLOSURE IS MADE TO THE ORGANIZATION'S EXECUTIVE COMMITTEE. WHENEVER, IN THE OPINION OF THE EXECUTIVE COMMITTEE, THE INTEREST DISCLOSED CONSTITUTES A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST DETRIMENTAL TO THE AMERICAN PUBLIC TRANSPORTATION ASSOCIATION (APTA), THE EXECUTIVE COMMITTEE REQUIRES SUCH ACTION OR ABSTENTION BY THE INDIVIDUAL AS THE EXECUTIVE COMMITEE DETERMINES IS NECESSARY OR DESIRABLE TO PROTECT THE INTERESTS OF THE ORGANIZATION. IN THE CASE OF AN AMERICAN PUBLIC TRANSPORTATION ASSOCIATION EMPLOYEE, SUCH DISCLOSURE IS MADE TO THE APTA PRESIDENT. WHENEVER, IN THE OPINION OF THE APTA PRESIDENT, THE INTEREST DISCLOSED CONSTITUTES A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST IS DETRIMENTAL TO APTA, THE APTA PRESIDENT REQUIRES SUCH ACTION OR ABSTENTION BY THE EMPLOYEE AS THE APTA PRESIDENT DETERMINES IS NECESSARY OR DESIRABLE TO PROTECT THE INTERESTS OF APTA. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S SALARY IS DETERMINED BY A COMPENSATION COMMITTEE THAT REPORTS TO THE EXECUTIVE COMMITTEE AND THE EXECUTIVE COMMITTEE APPROVES THE FINAL RECOMMENDATION. THE CEO PRESENTS HIS PERFORMANCE FOR THE PRIOR YEAR BASED ON AGREED UPON BENCHMARKS AND THE CEO EVALUATION SUBCOMMITTEE EVALUATES THE ACHIEVEMENTS OF THE CEO AND MAY MAKE COMPENSATION ADJUSTMENT. THE REVIEW PROCESS IS DOCUMENTATED. THE LAST REVIEW TOOK PLACE OCTOBER 2023. ALL OTHER ASSOCIATION POSITIONS ARE COMPENSATED BASED ON ANNUAL PERFORMANCE REVIEWS WITH SALARY RANGES ESTABLISHED BY POSITION RESPONSIBILITIES AND NON-PROFIT SURVEYS AS DETERMINED BY THE ASSOCIATION'S COMPENSATION CONSULTANT. ALL OTHER ASSOCIATION POSITIONS ARE APPROVED BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G RECRUITMENT 109,000. NTP COMMISSIONS 543,000. CONSULTING 2,594,492. OTHER PROFESSIONAL FEES 430,846. FORM 990, PART XII, LINE 8 THE AMOUNT OF THE PRIOR PERIOD ADJUSTMENT REPRESENTS THE TRANSFER OF ASSETS UPON THE RELATED ORGANIZATION'S DISSOLUTION. AMERICAN PUBLIC TRANSPORTATION FOUNDATION 1300 I STREET NW SUITE 1200 EAST WASHINGTON DC 20005 521616062 SCHOLARSHIP PROGRAM DC 501(C)(3) LINE 12A, I AMERICAN PUBLIC TRANSPORTATION ASSOCIATION 1 PUBLIC TRANSIT PARTNERSHIP FOR TOMORROW FOUNDATION 1300 I STREET NW SUITE 1200 EAST WASHINGTON DC 20005 522337960 RESEARCH/COMMUNICATION/ADVOCACY DC 501(C)(3) LINE 12A, I AMERICAN PUBLIC TRANSPORTATION ASSOCIATION 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 AMERICAN PUBLIC TRANSPORTATION FOUNDATION B 30000 ACTUAL AMOUNT AMERICAN PUBLIC TRANSPORTATION FOUNDATION O 57232 LABOR COST