2024-11-14T07:09:48-06:00 2023-12-31 222027092 WITHUMSMITHBROWN PC 1835 MARKET STREET PHILADELPHIA PA 19103 990 2023-01-01 112050435 NATIONAL ASSOCIATION OF FLEET ADMINISTRATORS INC NATI 6099861052 180 TALMADGE ROAD IGO BUILDING 55 EDISON NJ 08817 WILLIAM SCHANKEL CEO 6099861052 2024-11-14 1 0 ADAM WATSON P01367206 2155677770 2024-11-14 2023 2024-10-15 13:58:12Z NAFA FLEET MANAGEMENT ASSOCIATION WILLIAM SCHANKEL 180 TALMADGE ROAD IGO BUILDING 558 EDISON NJ 08817 5087997 0 X WWW.NAFA.ORG X 1957 NJ NAFA PROPELS THE FLEET AND MOBILITY PROFESSION THROUGH ITS WORLD-CLASS CERTIFICATION, EDUCATION, ADVOCACY, AND PEER NETWORKING PROGRAMS, AND IS AN ESSENTIAL ELEMENT OF SUCCESS FOR INDIVIDUALS INVOLVED IN THE PROFESSION. 12 12 10 150 131499 58416 0 0 4170037 4680677 26939 32808 98130 374512 4295106 5087997 0 1323 0 0 1257853 1378464 0 0 0 3676934 3689022 4934787 5068809 -639681 19188 2181994 2058418 2741204 2522993 -559210 -464575 NAFA PROPELS THE FLEET AND MOBILITY PROFESSION THROUGH ITS WORLD-CLASS CERTIFICATION, EDUCATION, ADVOCACY, AND PEER NETWORKING PROGRAMS, AND IS AN ESSENTIAL ELEMENT OF SUCCESS FOR INDIVIDUALS INVOLVED IN THE PROFESSION. 0 0 THE ASSOCIATION COLLECTS AND DISSEMINATES INFO TO MEMBERS THROUGH A VARIETY OF RESEARCH AND PUBLICATIONS. FLEET MANAGEMENT SEMINARS AND CONFERENCES ARE DESIGNED TO PROVIDE COMPREHENSIVE EDUCATION TO FLEET MANAGERS WHO SEEK THE FUNDAMENTAL PRINCIPLES AND PRACTICES OF SUCCESSFUL FLEET MANAGEMENT. CAFM PROGRAM IS DESIGNED TO PREPARE CANDIDATES FOR THE CAFM OBJECTIVE EXAMINATIONS. STUDY GUIDES, READING MATERIALS, TEXTBOOKS, AND CASE STUDIES ARE PROVIDED TO MEMBERS OF THE PROGRAM. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 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 0 1 26 0 1 10 1 1 1 1 CA 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X WILLIAM SCHANKEL 6099861052 180 TALMADGE ROAD IGO BUILDING 558 EDISON NJ 08817 MICHAEL CAMNETAR CAFM PRESIDENT 3.00 X X 0 0 0 KEVIN FISHER CAFM VICE PRESIDENT 3.00 X X 0 0 0 MARIA NEVE SENIOR VICE PRESIDENT 3.00 X X 0 0 0 BETH COOLEY CAFM SECRETARY/TREASURER 3.00 X X 0 0 0 RAYMOND BRISBY CAFM IMMEDIATE PAST PRESIDENT 3.00 X X 0 0 0 AL CURTIS BOARD MEMBER 3.00 X 0 0 0 CLYDE COLLINS CAFM BOARD MEMBER 3.00 X 0 0 0 WILLIAM MCCARTY CAFM BOARD MEMBER 3.00 X 0 0 0 ROBERT MARTINEZ BOARD MEMBER 3.00 X 0 0 0 BOB MOSSING BOARD MEMBER 3.00 X 0 0 0 KEN JACK CAFM BOARD MEMBER 3.00 X 0 0 0 STEVEN SALTZGIVER CAFS BOARD MEMBER 3.00 X 0 0 0 WILLIAM SCHANKEL CAE CEO 40.00 X 299184 0 43951 TINA MERCARDO CEM CMP DES DIRECTOR OF EVENTS 40.00 X 145311 0 23719 DAVID JOHNSON CAE DIRECTOR OF MEMBERSHIP 40.00 X 146462 0 10288 HEATHER SCHAEFER DIRECTOR OF MARKETING 40.00 X 103588 0 21215 694545 0 99173 4 0 1 0 EVENT ADVISORY GROUP LLC 10474 ARMSTRONG STREET FAIRFAX VA 22030 CONSULTING 243118 HILLSTAFFER 1015 15TH STREET STE 5 WASHINGTON DC 20005 LEGISLATIVE 214897 CLIFTON LARSON ALLEN LLP 150 S WARNER ROAD STE 310 KING OF PRUSSIA PA 19406 ACCOUNTING 102690 3 CONFERENCE FEES 900099 2568898 852583 1716315 MEMBERSHIP DUES 900099 1256605 1256605 CAFM PROGRAM 900099 547857 547857 PUBLICATIONS 900099 273181 141682 131499 RESOURCE CENTER 900099 34136 34136 4680677 32808 32808 60000 0 60000 60000 60000 OTHER INCOME 900099 314512 314512 314512 5087997 3147375 131499 1809123 X 1323 343135 813735 33712 91404 96478 248372 6612 579325 203348 216230 324883 174138 236936 1496049 4212 29998 43629 HONORARIA 60790 UNRELATED BUSINESS INCO 26447 PAYROLL FEES 17054 MISCELLANEOUS 8014 12985 5068809 242293 280264 140853 21480 417694 397801 230163 91038 135148 139125 700784 802429 545222 417319 2181994 2058418 284263 217516 1695628 1684309 154782 151302 606531 469866 2741204 2522993 X -559210 -464575 -559210 -464575 2181994 2058418 19188 75447 0 X 0 1 X 1 0 0 0 1 1256605 214897 210780 425677 64087 361590 22629 11674 10955 207534 79364 128170 139125 OPERATING LEASE RIGHT-OF-USE-ASSET 417319 417319 SECURITY DEPOSIT 10000 OPERATING LEASE LIABILITY 459866 469866 X 5156832 75447 75447 5081385 6612 6612 5087997 5062197 0 5062197 6612 6612 5068809 PART X, LINE 2: GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ASSOCIATION BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS DEFINED IN THE STANDARD. X X 1 0 0 WILLIAM SCHANKEL CAE CEO 299184 0 0 0 0 0 17951 0 26000 0 343135 0 0 0 TINA MERCARDO CEM CMP DES DIRECTOR OF EVENTS 145311 0 0 0 0 0 8719 0 15000 0 169030 0 0 0 DAVID JOHNSON CAE DIRECTOR OF MEMBERSHIP 146462 0 0 0 0 0 8788 0 1500 0 156750 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 NAFA HAS MEMBERS AND ASSOCIATES. FORM 990, PART VI, SECTION A, LINE 7A IN 2011, NAFA CHANGED ITS BYLAWS TO ELIMINATE THE NEED FOR BALLOTS TO BE MAILED TO EVERY MEMBER IN THE CASE OF UNCONTESTED ELECTIONS. THIS WAS DONE BECAUSE IN NAFA'S 55 YEAR HISTORY, THERE HAS BEEN ONE CONTESTED ELECTION. NOW, A NOMINATING COMMITTEE NOMINATES ONE INDIVIDUAL FOR EACH SEAT ON THE BOARD OF TRUSTEES. MEMBERS ARE ALERTED OF THE STATUS OF THE BALLOT AND MAY RUN BY PETITION IF NOT NOMINATED BY THE NOMINATING COMMITTEE. IF THERE IS NO CONTESTED ELECTION, THE NAFA SECRETARY CASTS ONE VOTE FOR EACH PERSON NOMINATED BY THE NOMINATING COMMITTEE. IF THERE IS A CONTESTED ELECTION, WE WOULD PRINT AND MAIL BALLOTS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES IN BYLAWS REQUIRE MEMBER APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE ASSOCIATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS PROVIDED TO THE MEMBERS OF THE ORGANIZATIONS GOVERNING BODY FOR ANY COMMENTS PRIOR TO ITS SUBMISSION. THE GOVERNING BODY IS PROVIDED WITH A REASONABLE AMOUNT OF TIME TO REVIEW THE FORM 990. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED THROUGH MANAGEMENT TO THE OUTSIDE ACCOUNTING FIRM. ANY APPLICABLE ISSUES ARE ADDRESSED PRIOR TO THE RETURN BEING FINALIZED AN APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY IT REGULARLY MONITORS AND ENFORCES. THE BOARD MANDATES THAT ALL MEMBERS OF MANAGEMENT AND THE GOVERNING BODY ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS, THE GOVERNING BODY AND MANAGEMENT WILL INVESTIGATE THE ISSUE. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST MANAGEMENT AND THE GOVERNING BODY WILL BE NOTIFIED IMMEDIATELY. THE MEMBER WILL NOT BE ALLOWED TO VOTE OR BE A PART OF ANY DECISIONS ABOUT ANY SUCH TRANSACTIONS THAT HAVE TO DO WITH THE CONFLICT UNTIL SUCH TIME THAT THERE IS NO LONGER A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE ORGANIZATION'S OFFICERS IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES, AN INDEPENDENT BODY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONLICT OF INTEREST POLICY ARE POSTED ON THE ASSOCIATION'S WEBSITE. OTHER DOCUMENTS CAN BE REQUESTED VIA NAFA WEBSITE, BY MAIL, FAX, E-MAIL, OR UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 579,325. TOTAL EXPENSES 579,325.