Form 990 for tax year 2022
Filed by INSTITUTE FOR TRUCK TRANSPORTATION MANAGEMENT.
Totals
- Total revenue
- $691,260
- Total expenses
- $215,482
- Contributions and grants received
- $250,000
- Grants paid
- $0
- Program service revenue
- $441,260
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $3,569,092
- Total liabilities, end of year
- $21,890
- Net assets or fund balances, end of year
- $3,547,202
- Program services expenses (Part IX)
- $193,464
- Management and general expenses
- $22,018
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $193,464
Program services were 89.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$250,000
-
2a · Program service revenue: FLEET INSTITUTE PROGRA
total $233,200 · related or exempt $233,200
-
2b · Program service revenue: CERTIFICATION PROGRAM
total $208,060 · related or exempt $208,060
Functional expenses
Part IX, the statement of functional expenses.
-
11g · Fees: other
total $20,610 · management and general $20,610
-
12 · Advertising and promotion
total $1,760 · program services $1,760
-
13 · Office expenses
total $380 · program services $380
-
19 · Conferences, conventions and meetings
total $192,732 · program services $191,324 · management and general $1,408
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $94,173 · end of year $1,718
-
9 · Prepaid expenses and deferred charges
beginning of year $21,595 · end of year $27,340
-
15 · Other assets
beginning of year $3,306,621 · end of year $3,540,034
-
19 · Deferred revenue
beginning of year $32,485 · end of year $21,890
-
27 · Net assets without donor restrictions
beginning of year $3,389,904 · end of year $3,547,202
Mission and programs · 2022
Mission
TO PROVIDE CONTINUING EDUCATION AND CERTIFICATION SERVICES FOR PRIVATE FLEET PROFESSIONALS.
-
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 100-125 INDIVIDUALS PARTICIPATE IN THIS PROGRAM ANNUALLY.
Expenses $156,662 · Revenue $233,200
-
CERTIFICATION PROGRAM PROMOTION:THE CERTIFIED TRANSPORTATION PROFESSIONALS (CTP) PROGRAM RECOGNIZES PRIVATE FLEET PROFESSIONALS. APPROXIMATELY 90 NEW INDIVIDUALS EARN THEIR CTP CERTIFICATION EACH YEAR. SINCE THE INCEPTION OF THE PROGRAM IN 1993, OVER 1,600 INDIVIDUALS HAVE EARNED CTP CERTIFICATION; 835 INDIVIDUALS HOLD ACTIVE CERTIFICATION.
Expenses $36,802 · Revenue $208,060
As filed on the 2022 return.
Listed in Part VII
-
Michael SchwersenskaMICHAEL SCHWERSENSKA
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Duane WoodsDUANE WOODS
CHAIR - UNTIL 06/2023
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ray ByrdRAY BYRD
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Bedford MondayBEDFORD MONDAY
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Doug AdamsonDOUG ADAMSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike AhartMIKE AHART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Teresa Allen-TignorTERESA ALLEN-TIGNOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian AntonellisBRIAN ANTONELLIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David BarthDAVID BARTH
DIRECTOR - UNTIL 05/2023
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Dave BelterDAVE BELTER
DIRECTOR - UNTIL 04/2023
- Total calculated
- $0
- Hours/week
- 1
-
Todd BergerTODD BERGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Erle BergstromERLE BERGSTROM
DIRECTOR - UNTIL 04/2023
- Total calculated
- $0
- Hours/week
- 1
-
Abhishek BharadwajABHISHEK BHARADWAJ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bryan BoydBRYAN BOYD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert BoyichROBERT BOYICH
DIRECTOR - UNTIL 11/2022
- Total calculated
- $0
- Hours/week
- 1
-
Jeff BronsonJEFF BRONSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David BroomeDAVID BROOME
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Hayden CardiffHAYDEN CARDIFF
DIRECTOR - UNTIL 03/2023
- Total calculated
- $0
- Hours/week
- 1
-
Mark CarlsonMARK CARLSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian CaseyBRIAN CASEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christine CatarinoCHRISTINE CATARINO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nick CindrichNICK CINDRICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kevin ClonchKEVIN CLONCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bill CromlingBILL CROMLING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Luann DunkerleyLUANN DUNKERLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Maher FarahMAHER FARAH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeff FerrellJEFF FERRELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Keith FrantzKEITH FRANTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Catherine GammillCATHERINE GAMMILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jill GlennJILL GLENN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Yvonne GloverYVONNE GLOVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James GriffinJAMES GRIFFIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Isaac HarmonISAAC HARMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Keith HazelwoodKEITH HAZELWOOD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carol HeinowskiCAROL HEINOWSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David HelgeDAVID HELGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ron HonkenRON HONKEN
DIRECTOR - UNTIL 11/2022
- Total calculated
- $0
- Hours/week
- 1
-
Rob HoysgaardROB HOYSGAARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan HubbardJONATHAN HUBBARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ellen IngramELLEN INGRAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karri JamesonKARRI JAMESON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gary JohnsonGARY JOHNSON
DIRECTOR - UNTIL 10/2022
- Total calculated
- $0
- Hours/week
- 1
-
Rick JoyceRICK JOYCE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Adam KahnADAM KAHN
DIRECTOR - UNTIL 09/2023
- Total calculated
- $0
- Hours/week
- 1
-
Kelly KigerKELLY KIGER
DIRECTOR - UNTIL 04/2023
- Total calculated
- $0
- Hours/week
- 1
-
Adrian KnightADRIAN KNIGHT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kris KolbeKRIS KOLBE
DIRECTOR - UNTIL 01/2023
- Total calculated
- $0
- Hours/week
- 1
-
Bryan LangstonBRYAN LANGSTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gavin LindoresGAVIN LINDORES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike LossMIKE LOSS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steve LoveladySTEVE LOVELADY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Robert MannROBERT MANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Larry ParsonsLARRY PARSONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike PawlowskiMIKE PAWLOWSKI
DIRECTOR - UNTIL 05/2023
- Total calculated
- $0
- Hours/week
- 1
-
Jill QuinnJILL QUINN
DIRECTOR - UNTIL 05/2023
- Total calculated
- $0
- Hours/week
- 1
-
John RobbinsJOHN ROBBINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mari RobertsMARI ROBERTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jose SamperioJOSE SAMPERIO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steve SchwindtSTEVE SCHWINDT
DIRECTOR - UNTIL 01/2023
- Total calculated
- $0
- Hours/week
- 1
-
Ron TarttRON TARTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark TaylorMARK TAYLOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John TrahanJOHN TRAHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bob TrentBOB TRENT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andrea VieleANDREA VIELE
DIRECTOR - UNTIL 04/2023
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kenny ViethKENNY VIETH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John VostersJOHN VOSTERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Luke WachtelLUKE WACHTEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Barry WeisBARRY WEIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Don WhiteDON WHITE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen WhiteSTEPHEN WHITE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bryon WieboldBRYON WIEBOLD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott WillertSCOTT WILLERT
DIRECTOR - UNTIL 04/2023
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Rodney WilsonRODNEY WILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James WoodJAMES WOOD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gary PettyGARY PETTY
PRESIDENT & CEO
- Total calculated
- $535,774
- From this org
- $0
- From related orgs
- $529,274
- Other
- $6,500
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $438,523 related
- Bonus
- $0 + $68,150 related
- Other
- $0 + $22,601 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $6,500 related
- Filer's total
- $0 + $535,774 related
-
George MundellGEORGE MUNDELL
EXECUTIVE VICE PRESIDENT & COO
- Total calculated
- $438,087
- From this org
- $0
- From related orgs
- $430,287
- Other
- $7,800
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $352,624 related
- Bonus
- $0 + $76,435 related
- Other
- $0 + $1,228 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $7,800 related
- Filer's total
- $0 + $438,087 related
-
Thomas MooreTHOMAS MOORE
EXECUTIVE VICE PRESIDENT
- Total calculated
- $345,243
- From this org
- $0
- From related orgs
- $338,143
- Other
- $7,100
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $288,838 related
- Bonus
- $0 + $47,735 related
- Other
- $0 + $1,570 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $7,100 related
- Filer's total
- $0 + $345,243 related
-
Serena PorterSERENA PORTER
DIR, MEMB & MRKG
- Total calculated
- $108,000
- From this org
- $0
- From related orgs
- $107,500
- Other
- $500
- Hours/week
- 2 + 40 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 5b · Pay contingent on a related organization's revenues
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- 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.
- 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.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
NATIONAL PRIVATE TRUCK COUNCIL
501(C)(6) · TRADE ASSOCIATION · VA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 17 January 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400199349300525
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