2024-10-31T10:11:14-05:00 2023-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2023-01-01 542039775 AMERICAN TRANSPORTATION RESEARCH INSTITUTE AMER 7038381959 80 M STREET SE 800 WASHINGTON DC 20003 CHRISTOPHER SPEAR VICE CHAIRMAN 7038381959 2024-10-31 1 1 P01608821 4108840220 2023 2024-10-15 13:58:12Z REBECCA BREWSTER 80 M STREET SE 800 WASHINGTON DC 20003 2906047 0 X WWW.TRUCKINGRESEARCH.ORG X 2001 VA TO PERFORM EDUCATIONAL AND SCIENTIFIC RESEARCH IN THE FIELD OF TRANSPORTATION. 13 11 0 12 0 0 2641004 2905430 500 260 275 357 0 0 2641779 2906047 2917 4583 0 0 1340390 1455666 0 0 11021 960071 981815 2303378 2442064 338401 463983 3578063 3707367 640992 306313 2937071 3401054 TO CONDUCT RESEARCH IN THE FIELD OF TRANSPORTATION, WITH AN EMPHASIS ON THE TRUCKING INDUSTRY'S ESSENTIAL ROLE IN A SAFE, EFFICIENT AND VIABLE TRANSPORTATION SYSTEM. 0 0 1958681 4583 260 THE ORGANIZATION PERFORMED WORK ON VARIOUS GOVERNMENT SPONSORED, TRANSPORTATION RELATED RESEARCH CONTRACTS. 6989 THE ORGANIZATION PERFORMED WORK ON VARIOUS BOARD-APPROVED AND INDUSTRY-FUNDED RESEARCH AND THESE COSTS ARE ASSOCIATED WITH DISSEMINATING THE RESEARCH FINDINGS TO THE GENERAL PUBLIC. 1965670 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X MEGAN MASITTO 7038381959 80 M STREET SE 800 WASHINGTON DC 20003 CHRISTOPHER SPEAR VICE CHAIRMAN 5.00 35.00 X X 0 2921079 41723 REBECCA BREWSTER PRESIDENT & COO, BOARD SECRETARY 40.00 X X 0 434229 44045 DEREK J LEATHERS CHAIRMAN 5.00 5.00 X X 0 0 0 HUGH EKBERG TREASURER AS OF 05/23 1.00 1.00 X X 0 0 0 LOU RIVIECCIO DIRECTOR 1.00 1.00 X X 0 0 0 DARREN HAWKINS DIRECTOR UNTIL JULY 2023 1.00 1.00 X 0 0 0 BRENDA NEVILLE CAE DIRECTOR 1.00 X 0 0 0 ANDREW T BOYLE DIRECTOR 1.00 1.00 X 0 0 0 DENNIS A NASH DIRECTOR 1.00 X 0 0 0 ROBERT E LOW DIRECTOR 1.00 1.00 X 0 0 0 BENJAMIN MCLEAN DIRECTOR 1.00 X 0 0 0 JAMES BURG DIRECTOR AS OF 05/23 1.00 X 0 0 0 JOHN A SMITH DIRECTOR 1.00 5.00 X 0 0 0 SRIKANTH PADMANABHAN DIRECTOR 1.00 X 0 0 0 DANIEL MURRAY SENIOR VICE PRESIDENT 40.00 X 0 238775 40467 JEFFREY SHORT VICE PRESIDENT 40.00 X 0 168874 36831 0 3762957 163066 0 0 1 0 PEOPLENET INC PO BOX 203673 DALLAS TX 75320 DATA PROVIDER 160870 OMNITRACS LLC FILE NO 54210 LOS ANGELES CA 900744210 DATA PROVIDER 145200 2 558504 1293789 1053137 2905430 PRODUCT REVENUE 900099 260 260 260 357 357 2906047 260 0 357 4583 4583 963222 796437 160800 5985 370078 305998 61780 2300 122366 101179 20428 759 4232 4232 14600 14600 3 3 44657 18610 25906 141 84978 70264 14186 528 163564 89984 73580 76384 21627 54757 200004 165373 33389 1242 10274 8496 1715 63 CONTRACTS & RESEARCH 383119 383119 2442064 1965670 465373 11021 3044486 3386612 334656 170494 25467 25582 77718 57552 22138 20166 151316 104513 3578063 3707367 93070 13200 547922 293113 640992 306313 X 2937071 3401054 2937071 3401054 3578063 3707367 463983 0 X X 0 1 X 1 0 X 2163737 2290290 2618732 2641004 2905430 12619193 2163737 2290290 2618732 2641004 2905430 12619193 2794184 9825009 4261 2226 204 275 357 7323 7000 12000 19000 12645516 760 0.77700 0.76120 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEIOUS - 2019 AMOUNT: $ 7,000. 2020 AMOUNT: $ 12,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18840 11014 7826 58878 46538 12340 20166 RIGHT OF USE LIABILITY 132798 DUE TO RELATED PARTIES 160315 293113 X 2906047 0 2906047 0 2906047 2442064 0 2442064 0 2442064 PART X, LINE 2: ATRI 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. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES RESEARCH ANALYSIS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART I, LINE 3: ATRI'S FOREIGN ACTIVITIES CONSIST OF REVENUES EARNED FROM CANADIAN SOURCES IN EXCESS OF $10,000. THIS REVENUE CONSISTED OF CONTRACTS TO PERFORM RESEARCH ANALYSIS TO ASSIST IN THE DEVELOPMENT OF PRIORITY TRANSPORTATION ROUTES FOR TRUCKS. THERE WERE NO FOREIGN EXPENSES INCURRED IN PROVIDING THE CONTRACTUAL SERVICES TO ORGANIZATIONS LOCATED IN CANADA. 0 0 0 0 0 0 0 1 0 CHRISTOPHER SPEAR VICE CHAIRMAN 0 1868587 0 1051250 0 1242 0 9900 0 31823 0 2962802 0 0 REBECCA BREWSTER PRESIDENT & COO, BOARD SECRETARY 0 346117 0 84548 0 3564 0 9900 0 34145 0 478274 0 0 DANIEL MURRAY SENIOR VICE PRESIDENT 0 215623 0 20000 0 3152 0 6734 0 33733 0 279242 0 0 JEFFREY SHORT VICE PRESIDENT 0 156096 0 12277 0 501 0 5008 0 31823 0 205705 0 0 PART I, LINE 3 THE AMERICAN TRANSPORTATION RESEARCH INSTITUTE (ATRI) EMPLOYEES ARE PAID BY A RELATED ORGANIZATION, THE AMERICAN TRUCKING ASSOCIATIONS, INC. (ATA). 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 CEOS 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. PART I, LINE 7 THE AMERICAN TRANSPORTATION RESEARCH INSTITUTE (ATRI) EMPLOYEES ARE PAID BY A RELATED ORGANIZATION, THE AMERICAN TRUCKING ASSOCIATIONS, INC. (ATA). BONUSES ARE DECIDED BY THE BOARD OF DIRECTORS OF ATA AND ARE BASED ON MERIT. FORM 990, PART VI, SECTION B, LINE 11B THE AMERICAN TRANSPORTATION RESEARCH INSTITUTE (ATRI) IS A CONTROLLED ENTITY OF THE AMERICAN TRUCKING ASSOCIATIONS, INC. (ATA). ALL FINANCIAL ACTIVITIES OF ATRI ARE MANAGED BY ATA. AS A RESULT, DRAFT VERSIONS OF THE 990 TAX RETURNS ARE COMPILED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE ATA CHIEF FINANCIAL OFFICER AND THE APPROPRIATE ATA EXECUTIVE. FINAL COPIES OF THE 990 TAX RETURNS ARE PROVIDED TO THE ATRI BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE AMERICAN TRANSPORTATION RESEARCH INSTITUTE (ATRI) 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 TRANSPORTATION RESEARCH INSTITUTE (ATRI) EMPLOYEES ARE PAID BY A RELATED ORGANIZATION, THE AMERICAN TRUCKING ASSOCIATIONS, INC. (ATA). 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. ATRI HAS A COMPENSATION COMMITTEE COMPRISED OF THE CHAIR, VICE-CHAIR AND TWO BOARD MEMBERS APPOINTED BY THE CHAIR. THE COMPENSATION COMMITTEE MEETS ANNUALLY TO REVIEW THE PRESIDENT'S COMPENSATION PACKAGE AND MAKE RECOMMENDATIONS ON COMPENSATION AND INCENTIVE BONUS FOR THE PRESIDENT AND OTHER HIGHLY COMPENSATED EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 ATRI MAKES GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: ATRI HAS NOT CHANGED ITS AUDIT OVERSIGHT PROCESS OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR. AMERICAN TRUCKING ASSOCIATIONS INC 80 M STREET SE SUITE 800 WASHINGTON DC 20003 530026970 ADVOCACY DC 501(C)(6) N/A 0 TRUCKING CARES FOUNDATION 80 M STREET SE SUITE 800 WASHINGTON DC 20003 823015119 CHARITABLE DC 501(C)(3) LINE 7 N/A 0 ATA SERVICES INC AND SUBSIDIARY 80 M STREET SE SUITE 800 WASHINGTON DC 20003 521066416 INACTIVE VA ATA C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 AMERICAN TRUCKING ASSOCIATIONS INC C 558500 ACTUAL CONTRIBUTION AMERICAN TRUCKING ASSOCIATIONS INC M 200000 BUDGETED FEE AMERICAN TRUCKING ASSOCIATIONS INC O 1455666 ACTUAL COSTS