2025-09-30T14:05:26-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 541519317 NATSO FOUNDATION INC NATS 7035492100 1330 BRADDOCK PLACE 100 ALEXANDRIA VA 22033 MAX MCBRAYER PRESIDENT 7035492100 2025-09-30 1 0 AARON M FOX P01365820 2022274000 2025-09-30 2024 2025-03-06 01:10:19Z MAX MCBRAYER 1330 BRADDOCK PLACE 100 ALEXANDRIA VA 22033 460909 0 X WWW.NATSO.COM X 1989 VA THE FOUNDATION PROGRAMS INCLUDE AN INDUSTRY SCHOLARSHIP, RESEARCH STUDIES, TRAINING MANUAL AND OTHER CHARITABLE CAUSES THAT INVOLVE ISSUES OF SIGNIFICANCE TO THE TRAVEL PLAZA AND TRUCK STOP INDUSTRY. 11 10 0 9 17602 0 286450 160044 21760 17602 145234 168851 0 0 453444 346497 25000 25000 0 0 224858 188543 0 0 50113 352853 308267 602711 521810 -149267 -175313 2439144 2448650 180479 245803 2258665 2202847 X THE FOUNDATION WAS ESTABLISHED TO ADVANCE, PROMOTE, AND IMPROVE THE TRAVEL PLAZA AND TRUCK STOP INDUSTRY THROUGH EDUCATION, COMMUNICATIONS, MEETINGS, AND RESEARCH AND DEVELOPMENT. THE FOUNDATION ASSISTS TRAVEL PLAZA AND TRUCK STOP OWNERS AND MANAGEMENT IN ACHIEVING EXCELLENCE FOR THEIR INDUSTRY, CUSTOMERS, COMMUNITIES, AND SOCIETY. 0 0 80798 WEB AND SOCIAL MEDIA THE FOUNDATION PRODUCES TOOLS TO ASSIST TRAVEL PLAZAS IN BETTER SERVING THEIR CUSTOMERS, SUCH AS VIDEOS AND WEBSITE EDUCATION. 69698 FAST FORWARD FOCUS IS THE ANNUAL LEADERSHIP CONFERENCE PRODUCED BY THE NATSO FOUNDATION. IT PROVIDES IN DEPTH CONTENT TO ASSIST MEMBERS IMPROVE THEIR TRAVEL PLAZA BUSINESS OPERATIONS AS WELL AS PROVIDE CONTEXT ON TRENDS AND NEWS AFFECTING THE INDUSTRY. 53739 THE FOUNDATION PROVIDES SPEAKERS AT NATSO CONNECT. THE SPEAKERS ARE CHOSEN FOR THEIR ABILITY TO ASSIST TRAVEL PLAZA AND TRUCK STOP OWNERS AND MANAGEMENT IN ACHIEVING EXCELLENCE FOR THEIR INDUSTRY, CUSTOMERS,COMMUNITIES, AND SOCIETY. THE FOUNDATION ALSO AWARDS COLLEGE SCHOLARSHIPS ON AN ANNUAL BASIS. 171326 25000 THE RESEARCH PROGRAM PRODUCED A SET OF FOUR REPORTS THAT BENEFITTED AND INFORMED THE INDUSTRY. THE REPORTS IDENTIFY ISSUES AND TRENDS THAT AFFECT THE INDUSTRY. THE PROGRAM RAISED A SMALL AMOUNT OF REVENUE VIA AD SALES.THE NATSO FOUNDATION'S BILL AND CAROLYN MOON SCHOLARSHIP PROGRAM PROVIDES $5,000 SCHOLARSHIPS TO TRUCK STOP AND TRAVEL CENTER EMPLOYEES AND THEIR CHILDREN. THE SCHOLARSHIP APPLICATIONS ARE OPENED IN THE FALL AND REVIEWED BY AN INDEPENDENT REVIEWER.THE NATSO FOUNDATION'S ROADSIDE SERVICE TECHNICIAN SAFETY INITIATIVES PROVIDES TRAINING, EDUCATION AND PARTNERSHIPS TO REDUCE ACCIDENTS INVOLVING DISABLED TRUCKS AND ROADSIDE ASSISTANCE PERSONNEL.STOPWATCH MAGAZINE IS THE OFFICIAL MEMBER MAGAZINE DISTRIBUTED QUARTERLY TO TRUCKSTOP AND TRAVEL PLAZA OWNERS AND OPERATORS. IT PROVIDES IN DEPTH CONTENT TO ASSIST MEMBERS IMPROVE THEIR TRAVEL PLAZA BUSINESS OPERATIONS AS WELL AS PROVIDE CONTEXT ON TRENDS AND NEWS AFFECTING THE INDUSTRY. 171326 25000 375561 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 10 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X THE FOUNDATION 7035492100 1330 BRADDOCK PLACE 100 ALEXANDRIA VA 22033 LISA MULLINGS PRESIDENT 5.00 40.00 X X 0 330091 55232 HEATHER DEBAILLIE CHAIRMAN 0.50 X X 0 0 0 GERALD DANNIEL SECRETARY/TREASURER 1.00 X X 0 0 0 SEAN MOHMIN CHAIR ELECT 0.50 X X 0 0 0 JOE ZIETLOW NATSO CHAIR 0.50 2.00 X 0 0 0 DALE ELKS ALLIED DIRECTOR 0.50 X 0 0 0 TIM CAMPBELL ALLIED DIRECTOR 0.50 X 0 0 0 CHRIS HEINZ DIRECTOR 0.50 X 0 0 0 DANA CRICK DIRECTOR 0.50 X 0 0 0 BOB WOLLENMAN PAST CHAIR 0.50 X 0 0 0 JIM CORNETTE AD HOC 0.50 X 0 0 0 AMY TONER EXECUTIVE DIRECTOR 40.00 X 110166 0 41003 110166 330091 96235 1 0 1 0 0 70491 89553 160044 STOPWATCH MAGAZINE 513120 17602 17602 17602 65612 65612 217651 114412 103239 103239 103239 346497 0 17602 168851 25000 25000 140217 106217 26637 7363 6076 6076 33770 33770 8480 8480 29720 29720 8145 8145 3038 2894 144 7980 7980 22977 1000 21977 14015 13187 828 6893 2664 96 4133 75402 36785 38617 7428 7428 3089 3089 CONTENT 115580 115580 BAD DEBTS 13500 8500 5000 COMMISSIONS 500 500 521810 375561 96136 50113 62761 29315 26500 12990 9500 333 177697 168086 17039 9611 2319211 2384466 4133 11935 2439144 2448650 18367 208143 33906 30300 128206 7360 180479 245803 X -155564 -265726 2414229 2468573 2258665 2202847 2439144 2448650 -175313 97557 21938 0 X 0 0 0 X 146850 92075 290624 286450 160044 976043 146850 92075 290624 286450 160044 976043 276295 699748 52847 53824 54016 59398 65612 285697 1261740 0.55460 0.49970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2162144 258263 314082 2106325 2065730 333301 236887 2162144 2544422 -408908 69784 2065730 2374813 373403 203794 2544422 2327612 244992 197791 2374813 0.01261 0.98739 0 0 123580 122933 647 54117 45153 8964 9611 DUE TO NATSO 7360 7360 PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED TO BE USED IN FURTHERANCE OF THE FOUNDATION'S STATED MISSION. 0 CASH SCHOLARSHIPS FOR TRAVEL PLAZA/TRUCK STOP INDUSTRY EMPLOYEES AND THEIR LEGAL DEPENDENTS 5 25000 SCHEDULE I, PART IV: SCHOLARSHIPS ARE AWARDED TO TRAVEL PLAZA/TRUCK STOP INDUSTRY EMPLOYEES AND THEIR LEGAL DEPENDENTS. THE SCHOLARSHIP AWARD IS SENT DIRECTLY TO THE RECIPIENT'S COLLEGE. IF THE RECIPIENT DOES NOT ATTEND, THE COLLEGE RETURNS THE UNUSED SCHOLARHIP AWARD TO THE FOUNDATION. 0 0 0 0 0 0 0 0 0 LISA MULLINGS PRESIDENT 0 329128 0 0 0 963 0 20700 0 34532 0 385323 0 0 AMY TONER EXECUTIVE DIRECTOR 110166 0 0 0 0 0 8101 0 32902 0 151169 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 NATSO FOUNDATION IS AFFILIATED WITH A TRADE ASSOCIATION (NATSO, INC.), SO VARIOUS MEMBERS OF THE BOARD DO BUSINESS WITH EACH OTHER FROM TIME TO TIME. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE BOARD TO REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS DISTRIBUTED TO THE BOARD OF DIRECTORS. THE BOARD ANNUALLY DISCLOSES ACTUAL OR POTENTIAL CONFLICTS. THE CHAIRMAN IS NOTIFIED OF ANY ACTUAL OR POTENTIAL CONFLICTS AND ADVISES WHETHER THEY ARE REQUIRED TO BE DISCLOSED TO THE BOARD OR OFFICERS. IF NECESSARY, THE CONFLICT IS DISCLOSED AND THE DIRECTOR OR OFFICER IS RECUSED FROM DISCUSSION OR VOTING AND IF NECESSARY WOULD BE ASKED TO RESIGN. THE FOUNDATION HAS A LIST OF FACTORS TO REVIEW IN DETERMINING WHETHER A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS DETERMINED BY NATSO'S CEO AND THE CHAIRMAN OF THE BOARD WITH A LIMIT ESTABLISHED BY THE ENTIRE BOARD OF DIRECTORS ANNUALLY. COMPARABILITY DATA IS GATHERED AND USED FOR ESTABLISHING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST NATSO INC 1330 BRADDOCK PLACE SUITE 100 ALEXANDRIA VA 22314 520791433 TRADE ASSOCIATION FOR BOTH TRUCK STOP OPERATORS AND TRUCKERS DE 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 NATSO INC P 7360 CASH