2026-02-23T07:57:55-06:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-10-01 541566889 INSTITUTE FOR TRUCK TRANSPORTATION MANAGEMENT INST 7036831300 2300 WILSON BLVD 700 ARLINGTON VA 22201 GARY F PETTY PRESIDENT & CHIEF EXECUTIVE OFFICER 7036831300 2026-02-20 1 1 CHICHI MSANGI P01972113 5712279500 2026-02-20 2024 2025-03-06 01:10:19Z THE NPTC INSTITUTE GARY F PETTY 2300 WILSON BLVD 700 ARLINGTON VA 22201 750280 0 X WWW.NPTC.ORG/ABOUT-NPTC/THE-NPTC-INSTITUTE/ X 1993 VA TO PROVIDE CONTINUING EDUCATION AND CERTIFICATION SERVICES FOR PRIVATE FLEET PROFESSIONALS. 59 58 0 60 0 0 290000 270000 394180 480280 0 0 0 0 684180 750280 0 0 0 0 0 0 0 0 0 178235 224117 178235 224117 505945 526163 3985283 4400835 20960 37735 3964323 4363100 TO PROVIDE CONTINUING EDUCATION AND CERTIFICATION SERVICES FOR PRIVATE FLEET PROFESSIONALS. 0 0 158144 0 257340 PRIVATE FLEET MANAGEMENT INSTITUTE:THE ANNUAL PRIVATE FLEET MANAGEMENT INSTITUTE IS A FIVE-DAY INTENSIVE EDUCATIONAL PROGRAM OFFERING COURSES ON FLEET FINANCE, OPERATIONS, LEGAL, REGULATORY AND SAFETY COMPLIANCE, HUMAN RESOURCES, MAINTENANCE AND EQUIPMENT. APPROXIMATELY 100-140 INDIVIDUALS PARTICIPATE IN THIS PROGRAM ANNUALLY. 38432 0 222940 CERTIFICATION PROGRAM PROMOTION:THE CERTIFIED TRANSPORTATION PROFESSIONALS (CTP) PROGRAM RECOGNIZES PRIVATE FLEET PROFESSIONALS. APPROXIMATELY 120 NEW INDIVIDUALS EARN THEIR CTP CERTIFICATION EACH YEAR. SINCE THE INCEPTION OF THE PROGRAM IN 1993, OVER 1,900 INDIVIDUALS HAVE EARNED CTP CERTIFICATION; 965 INDIVIDUALS HOLD ACTIVE CERTIFICATION. 196576 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 59 58 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 X GEORGE MUNDELL 7036831300 2300 WILSON BLVD SUITE 700 ARLINGTON VA 22201 GARY PETTY PRESIDENT & CHIEF EXECUTIVE OFFICER 5.00 45.00 X X 0 561705 35715 MICHAEL SCHWERSENSKA CHAIR & TREASURER 1.00 1.00 X X 0 0 0 BEDFORD MONDAY TREASURER UNTIL 04/25 1.00 1.00 X X 0 0 0 RAYMOND BYRD VICE CHAIR & DIRECTOR AS OF 01/25 1.00 1.00 X X 0 0 0 DOUG ADAMSON DIRECTOR 1.00 0.00 X 0 0 0 JASON AHTEN DIRECTOR 1.00 0.00 X 0 0 0 JARED ALEXANDER DIRECTOR 1.00 0.00 X 0 0 0 TERESA ALLEN-TIGNOR DIRECTOR 1.00 0.00 X 0 0 0 CHARLES AMEN DIRECTOR 1.00 0.00 X 0 0 0 BRIAN ANTONELLIS DIRECTOR 1.00 0.00 X 0 0 0 MARY BEBOUT DIRECTOR 1.00 0.00 X 0 0 0 TODD BERGER DIRECTOR 1.00 1.00 X 0 0 0 BRYAN BOYD DIRECTOR 1.00 0.00 X 0 0 0 CRYSTAL BRENNAN DIRECTOR 1.00 0.00 X 0 0 0 DAVID BROOME DIRECTOR 1.00 0.00 X 0 0 0 MARK CARLSON DIRECTOR 1.00 0.00 X 0 0 0 BRIAN CASEY DIRECTOR 1.00 0.00 X 0 0 0 CHRISTINE CATARINO DIRECTOR 1.00 0.00 X 0 0 0 KEVIN CLONCH DIRECTOR 1.00 0.00 X 0 0 0 MICHA COX DIRECTOR 1.00 0.00 X 0 0 0 SCOTT CRAIG DIRECTOR 1.00 0.00 X 0 0 0 BILL CROMLING DIRECTOR 1.00 0.00 X 0 0 0 TIM ECKHARDT DIRECTOR 1.00 0.00 X 0 0 0 JEFF FERRELL DIRECTOR 1.00 0.00 X 0 0 0 KEITH FRANTZ DIRECTOR 1.00 0.00 X 0 0 0 KEITH GARNER DIRECTOR 1.00 0.00 X 0 0 0 JOHN GILLENWATER DIRECTOR 1.00 1.00 X 0 0 0 JILL GLENN DIRECTOR 1.00 0.00 X 0 0 0 ALBERT HALL DIRECTOR 1.00 0.00 X 0 0 0 KEITH HAZELWOOD DIRECTOR 1.00 0.00 X 0 0 0 CAROL HEINOWSKI DIRECTOR 1.00 0.00 X 0 0 0 ROB HOYSGAARD DIRECTOR 1.00 0.00 X 0 0 0 ELLEN INGRAM DIRECTOR 1.00 0.00 X 0 0 0 ZAHEER IQBAL DIRECTOR 1.00 0.00 X 0 0 0 RICK JOYCE DIRECTOR 1.00 0.00 X 0 0 0 TED KABASE DIRECTOR 1.00 0.00 X 0 0 0 ADRIAN KNIGHT DIRECTOR 1.00 0.00 X 0 0 0 WALTER KUTSCHAL DIRECTOR 1.00 0.00 X 0 0 0 TODD LEONARD DIRECTOR 1.00 0.00 X 0 0 0 STEVE LOVELADY DIRECTOR 1.00 1.00 X 0 0 0 ROBERT MANN DIRECTOR 1.00 1.00 X 0 0 0 ELIZABETH MARS DIRECTOR 1.00 0.00 X 0 0 0 IAN MCGRIFF DIRECTOR 1.00 0.00 X 0 0 0 PATRICK MCHUGH DIRECTOR 1.00 0.00 X 0 0 0 BETH POTRATZ DIRECTOR 1.00 0.00 X 0 0 0 ADAM PUTZER DIRECTOR 1.00 0.00 X 0 0 0 ELLIE RAMEY DIRECTOR 1.00 0.00 X 0 0 0 MARIO SANCHEZ-LARA DIRECTOR 1.00 0.00 X 0 0 0 BRANT SCHNEIDER DIRECTOR 1.00 0.00 X 0 0 0 CHRIS SILVER DIRECTOR 1.00 0.00 X 0 0 0 GREGG STOHLER DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL STREZESKI DIRECTOR 1.00 0.00 X 0 0 0 JOHN TRAHAN DIRECTOR 1.00 0.00 X 0 0 0 LUKE WACHTEL DIRECTOR 1.00 0.00 X 0 0 0 BARRY WEIS DIRECTOR 1.00 0.00 X 0 0 0 DON WHITE DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN WHITE DIRECTOR 1.00 0.00 X 0 0 0 CHRIS WHITEHURST DIRECTOR 1.00 0.00 X 0 0 0 BRYON WIEBOLD DIRECTOR 1.00 0.00 X 0 0 0 JEFF WRIGHT DIRECTOR 1.00 0.00 X 0 0 0 JIM ANGEL DIRECTOR UNTIL 07/25 1.00 0.00 X 0 0 0 CHRIS FORD DIRECTOR UNTIL 07/25 1.00 0.00 X 0 0 0 CHRIS FREITAS DIRECTOR UNTIL 02/25 1.00 0.00 X 0 0 0 YVONNE GLOVER DIRECTOR UNTIL 08/25 1.00 0.00 X 0 0 0 JAMES GRIFFIN DIRECTOR UNTIL 03/25 1.00 0.00 X 0 0 0 ISAAC HARMON DIRECTOR UNTIL 08/25 1.00 0.00 X 0 0 0 DAVID HELGE DIRECTOR UNTIL 03/25 1.00 0.00 X 0 0 0 LYNDON JONES DIRECTOR UNTIL 03/25 1.00 0.00 X 0 0 0 BRYAN LANGSTON DIRECTOR UNTIL 01/25 1.00 0.00 X 0 0 0 LARRY PARSONS DIRECTOR UNTIL 01/25 1.00 1.00 X 0 0 0 GEORGE MUNDELL EVP & CHIEF OPERATING OFFICER 5.00 45.00 X 0 455806 36060 THOMAS MOORE EXECUTIVE VICE PRESIDENT 5.00 45.00 X 0 361757 28080 SERENA PORTER DIR, MEMB & MRKG 2.00 40.00 X 0 131246 15246 0 1510514 115101 0 0 1 0 0 270000 270000 FLEET INSTITUTE PROGRA 900099 257340 257340 CERTIFICATION PROGRAM 900099 222940 222940 480280 750280 480280 0 0 X 27541 27541 4725 4725 396 396 191455 191455 224117 196576 27541 0 19393 32063 21595 21340 3944295 4347432 3985283 4400835 680 20960 37055 20960 37735 X 3964323 4363100 3964323 4363100 3985283 4400835 X 526163 -127386 X 0 1 X 1 0 X X 1 NATIONAL PRIVATE TRUCK COUNCIL 541426196 10 1 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 2 NATIONAL PRIVATE TRUCK COUNCIL IS A 501(C)(6) ORGANIZATION THAT MEETS THE PUBLIC SUPPORT TEST DESCRIBED IN 509(A)(2). FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 3B AT THE TIME THE ORGANIZATION WAS ESTABLISHED BY THE SUPPORTING ORGANIZATION A LEGAL REVIEW WAS PERFORMED IN 1993. NATIONAL PRIVATE TRUCK COUNCIL'S PUBLIC SUPPORT PERCENTAGE UNDER 509(A) (2) FOR 2020-2024 IS 85.43% AND ITS INVESTMENT INCOME PERCENTAGE IS 3.44% FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 3C INSTITUTE FOR TRUCK TRANSPORTATION MANAGEMENT (ITTM) PROVIDES NO DIRECT SUPPORT TO NATIONAL PRIVATE TRUCK COUNCIL (NPTC). ITS EDUCATION AND CERTIFICATION PROGRAM SUPPORT THE MISSION OF NPTC. FORM 990, SCHEDULE A, PART IV, SECTION B, LINE 1 SEVERAL NATIONAL PRIVATE TRUCK COUNCIL (NPTC) BOARD MEMBERS, INCLUDING THE BOARD CHAIR AND TREASURER, SERVE ON THE INSTITUTE FOR TRUCK TRANSPORTATION MANAGEMENT (ITTM) BOARD OF DIRECTORS. THE PRESIDENT & CEO OF NPTC ALSO SERVES ON THE ITTM BOARD. THE PRESIDENT & CEO OF NPTC AND HIS EMPLOYEES RUN THE ORGANIZATION AND THEY OVERSEE ALL ITTM ACTIVITIES. RELATIONSHIP TO THE NPTC: THE BOARD OF GOVERNORS SHALL, IN THE EXERCISE OF ITS FIDUCIARY DUTIES, ACT AFFIRMATIVELY WITH RESPECT TO THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES OF THE NPTC TO ASSURE THAT ITTM SHALL BE DEEMED UNDERSECTION 509(A)(3) OF THE INTERNAL REVENUE CODE, TO BE OPERATED, SUPERVISED, OR CONTROLLED BY THE NPTC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM AFFILIATE 4347432 4347432 X PART X, LINE 2: INSTITUTE FOR TRUCK TRANSPORTATION MANAGEMENT (ITTM) IS EXEMPT FROM THE PAYMENT OF INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTIONS 501(C)(3). NPTC FOLLOWS GUIDANCE REGARDING THE RECOGNITION OF UNCERTAIN INCOME TAX POSITIONS. NPTC BELIEVES IT HAS APPROPRIATE SUPPORT FOR UNRELATED TRADE OR BUSINESS POSITIONS AND, AS A RESULT, DOES NOT HAVE UNCERTAIN INCOME TAX POSITIONS THAT HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE APPLICATION OF THIS GUIDANCE HAD NO IMPACT ON NPTC'S FINANCIAL STATEMENTS. PCC HAS NO ACTIVITY, AND THEREFORE NO TAXABLE INCOME THAT COULD RESULT IN UNCERTAIN TAX POSITIONS. ITTM'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY THE FEDERAL AND STATE AUTHORITIES. 0 0 0 0 1 0 0 0 0 GARY PETTY PRESIDENT & CHIEF EXECUTIVE OFFICER 0 491454 0 68150 0 2101 0 31050 0 4665 0 597420 0 0 GEORGE MUNDELL EVP & CHIEF OPERATING OFFICER 0 378081 0 76435 0 1290 0 27359 0 8701 0 491866 0 0 THOMAS MOORE EXECUTIVE VICE PRESIDENT 0 292452 0 67735 0 1570 0 22568 0 5512 0 389837 0 0 PART I, LINE 3 COMPENSATION IS SET BY A RELATED ORGANIZATION, THE NATIONAL PRIVATE TRUCK COUNCIL (NPTC). THE EXECUTIVE COMMITTEE (COMPOSED OF THE BOARD CHAIR, VICE-CHAIR, TREASURER AND SECRETARY) MAKES COMPENSATION DECISIONS FOR THE CEO, UTILIZING AVAILABLE INDUSTRY COMPARABILITIY COMPENSATION DATA. THE EXECUTIVE COMMITTEE APPROVES COMPENSATION DECISIONS AT OFFICIAL MEETINGS WHICH ARE DOCUMENTED. THE SAME PROCESS IS UTILIZED FOR OTHER OFFICERS AND KEY EMPLOYEES. THE PROCESS WAS LAST UNDERTAKEN IN 2024. PART I, LINE 5 THE BOARD OF DIRECTORS OF THE RELATED ORGANIZATION APPROVED AN ANNUAL INCENTIVE BONUS PLAN, WHICH PROVIDES FOR A TOTAL BONUS POOL FOR ALL EMPLOYEES BASED ON NET EARNINGS ABOVE BUDGETED NET GAIN. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF GOVERNORS CONSISTS OF INDIVIDUALS FROM NATIONAL PRIVATE TRUCK COUNCIL (NPTC) MEMBER COMPANIES IN GOOD STANDING. WITH THE EXCEPTION OF THE CHAIR AND TREASURER OF NPTC, WHO SHALL AUTOMATICALLY SERVE AS GOVERNORS, ALL ITTM GOVERNORS MUST BE ELECTED BY A MAJORITY OF THE ITTM BOARD OF GOVERNORS. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY AN OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON DATA PROVIDED BY MANAGEMENT. MANAGEMENT AND EXECUTIVE COMMITTEE OF RELATED (PARENT) ORGANIZATION PERFORMS A THOROUGH REVIEW PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C PER ITTM BYLAWS, EACH GOVERNOR RECOGNIZES THAT HE OR SHE HAS AN AFFIRMATIVE DUTY TO AVOID CONFLICTS OF INTEREST, WHICH MAY OCCUR DURING THEIR TENURE AND TO REPORT SUCH A DEVELOPMENT TO THE CHAIR SHOULD ONE ARISE. ANY GOVERNOR HAVING A DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHALL NOT VOTE OR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER AND SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING, EVEN WHERE PERMITTED BY LAW. THE MINUTES OF THE MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE, BY WHOM, THE ABSTENTION FROM VOTING, AND THE QUORUM SITUATION. EVERY NEW GOVERNOR SHALL BE ADVISED OF THIS POLICY UPON ENTERING ON THE DUTIES OF HIS OR HER OFFICE BY THE CHAIR. STAFF MONITORS THIS POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 27,541. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,541. FORM 990, PART XI, LINE 9: OVERHEAD ALLOCATION -127,386. NATIONAL PRIVATE TRUCK COUNCIL 2300 WILSON BLVD SUITE 700 ARLINGTON VA 22201 541426196 TRADE ASSOCIATION VA 501(C)(6) NONE N/A 0 PRIVATE CARRIER CONFERENCE INC 2300 WILSON BLVD SUITE 700 ARLINGTON VA 22201 530205935 CURRENTLY INACTIVE VA NATIONAL PRIVATE TRUCK COUNCIL C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 NATIONAL PRIVATE TRUCK COUNCIL P 127386 OVERHEAD ALLOCATION