2025-08-13T12:07:01-05:00 2024-09-30 582487348 Aprio Advisory Group LLC 111 Rockville Pike Suite 600 Rockville MD 20850 990 2023-10-01 530088868 Truckload Carriers Association TRUC 7036541466 555 E Braddock Road Alexandria VA 22314 James Ward President 7036541466 2025-08-13 1 0 Stacy Cullen P00974308 3012316200 2025-08-13 2023 2025-03-06 01:10:19Z James Ward 555 E Braddock Road Alexandria VA 22314 7820838 0 X www.truckload.org X 1941 DC To promote safety and education to truckload carriers. 73 73 18 90 0 0 460391 208030 7452659 7360275 96887 129827 92552 122706 8102489 7820838 0 0 0 0 2273223 2075031 0 0 0 4856571 4865736 7129794 6940767 972695 880071 7518030 8871197 1848230 1768762 5669800 7102435 To create success for the truckload industry and the communities it serves. 0 0 Promoted conventions, seminars, and meetings to members and others to promote safety and education within the industry. The TCA Profitability Program (TPP) is the trucking industry's premier performance improvement solution.TPP's multi-tiered system allows carriers the flexibility to choose exactly how much time and resources they want to dedicate to the program, with plans ranging from simple snapshot composites to full online access and bi-annual meetings. Provided other special activities including safety programs and driver contests to educate truckload carriers on the latest industry safety concerns & to provide recognition for safe drivers. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 28 0 1 18 1 0 0 0 0 1 1 0 0 0 X 73 73 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 VA X Vault Consulting LLC 7036541466 555 E Braddock Road Alexandria VA 22314 Karen Smerchek 1st Vice Chair 1.00 1.00 X X 0 0 0 Dave Williams Chair to Past Chair (Trans. 3/2024) 1.00 1.00 X X 0 0 0 Jon Coca 2nd Vice Chair 1.00 1.00 X X 0 0 0 John Culp Treas to Chair (Trans. 3/2024) 1.00 1.00 X X 0 0 0 Joey Hogan Dir to Treas (Trans. 3/2024) 1.00 2.00 X X 0 0 0 Mark Seymour Secretary 1.00 0.00 X X 0 0 0 Edwin Nagle III VP to ATA 1.00 0.00 X X 0 0 0 Adam Blanchard At Large Officer 1.00 0.00 X X 0 0 0 Amber Edmondson At Large Officer 1.00 0.00 X X 0 0 0 Peter Hill At Large Officer 1.00 0.00 X X 0 0 0 Trevor Kurtz At Large Officer to Director (Trans. 3/2024) 1.00 0.00 X X 0 0 0 Jim Stockeland Director to At Large Officer (Trans. 3/2024) 1.00 0.00 X X 0 0 0 John Elliott Past Chair to Director (Trans. 3/2024) 1.00 1.00 X X 0 0 0 Roger Amhof Director 1.00 0.00 X 0 0 0 Al Anderson Director 1.00 1.00 X 0 0 0 Mehdi Arradizadeh Director 1.00 0.00 X 0 0 0 Mike Bash Director 1.00 0.00 X 0 0 0 Joe Beacom Director 1.00 0.00 X 0 0 0 Don Bowman Director 1.00 0.00 X 0 0 0 Kevin Burch Director 1.00 0.00 X 0 0 0 Terry Burnett Director 1.00 0.00 X 0 0 0 Harman Cheema Director 1.00 1.00 X 0 0 0 Tim Chrulski Director 1.00 0.00 X 0 0 0 Roy Cox Director 1.00 0.00 X 0 0 0 John Craig Director 1.00 0.00 X 0 0 0 Wes Davis Director 1.00 0.00 X 0 0 0 Dale Decker Director 1.00 0.00 X 0 0 0 Dennis Dellinger Director 1.00 0.00 X 0 0 0 Brenda Dittmer Director 1.00 0.00 X 0 0 0 Eric Downing Director 1.00 0.00 X 0 0 0 Shepard Dunn Director 1.00 0.00 X 0 0 0 Mike Eggleton Sr Director 1.00 0.00 X 0 0 0 Dan England Director 1.00 0.00 X 0 0 0 Wendell Erb Director 1.00 0.00 X 0 0 0 Dave Gallano Director 1.00 0.00 X 0 0 0 Tim Hadden Director 1.00 0.00 X 0 0 0 Ray Haight Director 1.00 0.00 X 0 0 0 Michael Hedstrom Director 1.00 0.00 X 0 0 0 Darrel Hopkins Director 1.00 0.00 X 0 0 0 Chris Hummer Director 1.00 0.00 X 0 0 0 Josh Kaburick Director 1.00 0.00 X 0 0 0 Brad Klepper Director 1.00 0.00 X 0 0 0 Bob Kretsinger Director 1.00 0.00 X 0 0 0 Robert Low Director 1.00 0.00 X 0 0 0 Tom McLeod Director 1.00 0.00 X 0 0 0 Amy Mielke Director 1.00 0.00 X 0 0 0 Jason Miller Director 1.00 0.00 X 0 0 0 Dean Newell Director 1.00 0.00 X 0 0 0 Brent Nussbaum Director 1.00 0.00 X 0 0 0 Robert Penner Director 1.00 0.00 X 0 0 0 John Pope Director 1.00 0.00 X 0 0 0 Barry Pottle Director 1.00 0.00 X 0 0 0 Robert Ragan Director 1.00 0.00 X 0 0 0 Allie Schwalb Director 1.00 0.00 X 0 0 0 Jerry Sigmon Jr Director 1.00 0.00 X 0 0 0 Stephen Silverman Director 1.00 0.00 X 0 0 0 Jason Smith Director 1.00 0.00 X 0 0 0 Russell Stubbs Director 1.00 0.00 X 0 0 0 Harold Sumerford Jr Director 1.00 0.00 X 0 0 0 David Taylor Director 1.00 0.00 X 0 0 0 Jonathan Todd Director 1.00 0.00 X 0 0 0 Paul Truman Director 1.00 0.00 X 0 0 0 Lance Votroubek Director 1.00 0.00 X 0 0 0 Nicholas Wingerter Director 1.00 0.00 X 0 0 0 Andrew Erin Director (From 3/2024) 1.00 0.00 X 0 0 0 Herman Gene Funk Director (From 3/2024) 1.00 0.00 X 0 0 0 Eric Grant Director (From 3/2024) 1.00 0.00 X 0 0 0 Mark Jamieson Director (From 3/2024) 1.00 0.00 X 0 0 0 Graig Morin Director (From 3/2024) 1.00 0.00 X 0 0 0 Nick Roth Director (From 3/2024) 1.00 0.00 X 0 0 0 Glynn Spangenberg Director (From 3/2024) 1.00 0.00 X 0 0 0 Marilyn Surber Director (From 3/2024) 1.00 0.00 X 0 0 0 D Houston Vaughn Director (From 3/2024) 1.00 0.00 X 0 0 0 Mike Coble Director (Until 3/2024) 1.00 0.00 X 0 0 0 Shannon Crowley Director (Until 3/2024) 1.00 0.00 X 0 0 0 Daniel Doran Director (Until 3/2024) 1.00 0.00 X 0 0 0 Phillip Edwards Director (Until 3/2024) 1.00 0.00 X 0 0 0 George Fieser Director (Until 3/2024) 1.00 0.00 X 0 0 0 Lee Gentry Director (Until 3/2024) 1.00 0.00 X 0 0 0 Tommy Hodges Director (Until 3/2024) 1.00 0.00 X 0 0 0 Lyndon Jones Director (Until 3/2024) 1.00 0.00 X 0 0 0 Jim Pirnie Director (Until 3/2024) 1.00 0.00 X 0 0 0 Bill Prevost Director (Until 3/2024) 1.00 0.00 X 0 0 0 Jeff Reed Director (Until 3/2024) 1.00 0.00 X 0 0 0 Lisa Spangenberg Director (Until 3/2024) 1.00 0.00 X 0 0 0 Lori Teders Director (Until 3/2024) 1.00 0.00 X 0 0 0 James Ward President 35.50 2.00 X 434247 0 44277 Alexander Gambill VP of Member Outreach 37.50 0.00 X 224001 0 39270 David Heller VP of Safety & Gov't Affairs 37.50 0.00 X 246400 0 31610 James Schoonover VP of Ops & Education 37.50 0.00 X 143168 0 23703 Kristen Bouchard Director of Meetings 37.50 0.00 X 150400 0 10685 Amanda Pearson TCA Profitability Program Facilitator 37.50 0.00 X 114300 0 46595 Shana Gipson Director of Education 37.50 0.00 X 100580 0 12262 1413096 0 208402 7 0 1 0 First City Partners LLC 29 N 1st Street Unit B Vincennes IN 47591 TPP Faciliatation 320192 GPorter Group 13771 Fountain Hills Boulevard 11 Fountain Hills AZ 85268 TPP Faciliatation 284772 Missy Edwards Strategies 220 E Street NE Washington DC 20002 Lobbying fees 240000 Vault Consulting LLC 8401 Greensboro Drive Suite 500 McLean VA 22102 Accounting services 190383 The Tilt Group LLC PO Box A3985 Chicago IL 60690 Event design & production 174700 8 208030 208030 Meetings and Seminars 900099 2540718 2540718 Member Dues 900099 2235657 2235657 Sponsorships 900099 1184730 1184730 Benchmarking 900099 1088755 1088755 TLA Division 900099 224075 224075 86340 86340 7360275 129827 129827 NATMI Management 541610 122706 122706 122706 7820838 3634827 0 3977981 X 1073631 763223 17784 115643 104750 62658 209643 36016 780089 105753 783364 147197 118821 1486745 770698 150803 38367 Dues and Subscriptions 48056 Mgmt Fee/Commission 46108 Plaques, Trophies & Gif 35473 Membership Admin- Reten 28000 17945 6940767 1705551 969850 32511 67763 165492 318891 37713 460960 298914 3984043 2338158 1773896 1645885 3218658 5679529 7563 6051 7518030 8871197 323555 268166 1505389 1406421 19286 94175 1848230 1768762 X 5669800 7102435 5669800 7102435 7518030 8871197 880071 552564 0 X X 0 1 X 1 0 0 1 0 3189015 1618553 1570462 795028 719605 75423 1645885 Copier Lease Liability 6051 Due to Truckload Carriers Association Scholarship Fund (23-7272852) 88124 94175 X 8337386 552564 552564 7784822 36016 36016 7820838 6904751 0 6904751 36016 36016 6940767 Part X, Line 2: The Organization follows the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Management evaluated the Organization's tax positions and concluded that the Organization has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. For the years ended September 30, 2024 and 2023, no unrecognized tax positions or benefit exists. Tax years from 2021 through the current year remain open for examination by tax authorities. X 1 1 X X 0 0 0 James Ward President 395000 0 39247 0 0 0 0 0 44277 0 478524 0 0 0 David Heller VP of Safety & Gov't Affairs 194425 0 51975 0 0 0 0 0 31610 0 278010 0 0 0 Alexander Gambill VP of Member Outreach 195563 0 28438 0 0 0 0 0 39270 0 263271 0 0 0 James Schoonover VP of Ops & Education 120784 0 22384 0 0 0 0 0 23703 0 166871 0 0 0 Kristen Bouchard Director of Meetings 106050 0 44350 0 0 0 0 0 10685 0 161085 0 0 0 Amanda Pearson TCA Profitability Program Facilitato 90000 0 24300 0 0 0 0 0 46595 0 160895 0 0 0 Part I, Line 1a Travel for companions allowed for the President for travel to annual convention and other meetings to entertain board members' spouses/guests. Form 990, Part VI, Section A, line 6 The organization has the following classes of membership: carrier, conglomerate, non-motor carrier, and associate. Form 990, Part VI, Section A, line 7a The board of directors is elected by the general membership at the annual meeting each year. Form 990, Part VI, Section B, line 11b A draft copy of form 990 will be provided to the treasurer and financial oversight committee before being finalized. Form 990, Part VI, Section B, line 12c Annual conflict of interest statements shall be completed, signed and submitted to the president of TCA on or before March 31st of each calendar year. The TCA president, chair, vice-chair and immediate past chair shall regularly and consistently monitor and enforce compliance with the policy by reviewing annual conflict of interest statements, or revised updated statements, and by taking such other actions as are necessary for effective oversight. After disclosure of a financial interest and/or personal interest, and all material facts, and after any discussion with the person subject to the policy, a majority of the president, chair, vice-chair and immediate past chair of TCA, will, in their sole discretion, decide if a conflict of interest exists, and if so, to which matters of TCA, or its affiliates, the conflict relates. Any person subject to the policy deemed to have a conflict of interest shall be recused from involvement in any matters of TCA, or its affiliates, which relate to the person's financial interest and/or personal interest. Provided further that if the conflict of interest is deemed to be serious and it is determined that recusal is not adequate to effectively address the situation then (i) in the case of a person subject to the policy who is not an employee of TCA, the person may be required to resign their office or committee position with TCA, and (ii) in the case of an employee of TCA, the employee may be subject to discipline, up to and including termination of employment. Form 990, Part VI, Section B, line 15 Chief executive compensation is set by the compensation committee annually. All other staff members' compensation is set by the officers of the organization annually. Form 990, Part VI, Section C, line 19 Governing documents and financial statements are made available to members upon request. Form 990, Part IX, line 11g Consulting Services 768,275. Temporary Help 11,814. Form 990, Part XII, Line 2C: The board has charged those responsible for the organization's finances with oversight of the independent audit. The process is consistent with the prior year. North American Transportation Management Institute 555 E Braddock Rd Alexandria VA 22314 550805516 Safety Education VA 501(c)(3) Line 7 Truckload Carriers Association 0 Truckload Carriers Association Scholarship Fund 555 E Braddock Rd Alexandria VA 22314 237272852 Grantmaking DC 501(c)(3) Line 7 Truckload Carriers Association 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0