Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 01-01-2012 , 2012, and ending 12-31-2012
BCheck if applicable:
CName of organization
AMERICAN TRUCKING ASSOCIATIONS INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
950 N GLEBE ROAD
Suite 210
Room/suite
City or town, state or country, and ZIP + 4
ARLINGTON, VA222034181
D Employer identification number

53-0026970
E Telephone number

G Gross receipts $ 48,972,777
F Name and address of principal officer:
KARLA HULETT
950 N GLEBE ROAD STE 210
ARLINGTON,VA222034181
I
Tax-exempt status: ( 6 ) LeftBullet (insert no.) or
J
Website:MediumBullet
HTTP://WWW.TRUCKING.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1933
M State of legal domicile: DC
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE PURPOSE OF THE AMERICAN TRUCKING ASSOCIATIONS, INC. IS TO PROMOTE COMMON BUSINESS INTERESTS WITHIN THE TRUCKING INDUSTRY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 154
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 154
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 181
6 Total number of volunteers (estimate if necessary) ............. 6 200
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 8,408,566
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -326,309
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 781,345 1,100,881
9 Program service revenue (Part VIII, line 2g) ......... 32,853,483 35,600,060
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -966,175 2,902,050
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,244,900 1,090,852
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 33,913,553 40,693,843
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 688,135 683,328
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 16,946,355 19,325,036
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 17,827,962 22,531,839
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 35,462,452 42,540,203
19 Revenue less expenses. Subtract line 18 from line 12....... -1,548,899 -1,846,360
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 75,270,261 69,180,681
21 Total liabilities (Part X, line 26)............. 54,795,359 46,141,020
22 Net assets or fund balances. Subtract line 21 from line 20..... 20,474,902 23,039,661
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III ...............
1
Briefly describe the organization’s mission: THE MISSION OF THE AMERICAN TRUCKING ASSOCIATIONS, INC. IS TO SERVE AND REPRESENT THE INTERESTS OF THE TRUCKING INDUSTRY WITH ONE UNITED VOICE; TO INFLUENCE IN A POSITIVE MANNER FEDERAL AND STATE GOVERNMENTAL ACTIONS; TO ADVANCE THE TRUCKING INDUSTRY'S IMAGE, EFFICIENCY, COMPETITIVENESS, AND PROFITABILITY; TO PROVIDE EDUCATIONAL PROGRAMS AND INDUSTRY RESEARCH; TO PROMOTE SAFETY AND SECURITY ON OUR NATION'S HIGHWAYS AND AMONG OUR DRIVERS; AND TO STRIVE FOR A HEALTHY BUSINESS ENVIRONMENT.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
MEMBERSHIP - TRAVELED THE COUNTRY TO RECRUIT AND RETAIN MEMBERS TO JOIN THE ASSOCIATION. A DIVERSE MEMBERSHIP BASE IS ESSENTIAL WHEN EDUCATING POLITICIANS AND REGULATORS ABOUT THE INDUSTRY AS THEY DEVELOP RULES AND REGULATIONS THAT IMPACT TRUCKING.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
PERIODICALS - TRANSPORT TOPICS - PUBLISHED NATIONAL WEEKLY NEWSPAPER FOR THE TRUCKING INDUSTRY WITH A PAID CIRCULATION OF MORE THAN 24,000 AND A READERSHIP OF OVER 100,000. PUBLISHED MONTHLY MAGAZINES FOR LIGHT AND MEDIUM CARRIERS. THESE PUBLICATIONS ARE THE PRIMARY SOURCE OF INFORMATION FOR THE TRUCKING INDUSTRY.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
MEETINGS AND CONVENTIONS - HELD SEVERAL ANNUAL MEETINGS FOR DIFFERENT SEGMENTS OF THE TRUCKING INDUSTRY AND VARIOUS EDUCATIONAL SEMINARS FOR SPECIFIC AREAS OF FINANCE, SAFETY, SECURITY, ENVIRONMENTAL, ETC. MEETINGS WERE HELD IN ALL REGIONS OF THE U.S.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet  
Form 990 (2012)
Form 990 (2012)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A........................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
Yes
 
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C,
Part IIIClick to see attachment............................
5
Yes
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IVClick to see attachment..............
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If “Yes,” complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I........
25a
 
 
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I...................
25b
 
 
26
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II..........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V ...............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
153
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
181
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes,” to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
Yes
 
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
Yes
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
 
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
154
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
154
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletJAMES R DUCKWORTH950 N GLEBE ROAD STE 210ARLINGTONVA222034181 (703) 838-1959
Form 990 (2012)
Form 990 (2012)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII ...............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) DUANE W ACKLIE........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(2) JASON H ANDRUS........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(3) SCOTT C ARVES........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(4) DARREL BANNING........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(5) STEVE BATES........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(6) WALTER G BAY........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(7) CARI BAYLOR........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(8) ROBERT R BAYLOR........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(9) VIRGIL E BEANE........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(10) DAVID C BERRY........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(11) ALBERT Y BINGHAM JR........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(12) TERESA BORWEGEN........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(13) DONALD M BOWMAN JR........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(14) ANDREW T BOYLE........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(15) MARC D BOYLE........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(16) THOMAS S BRENNAN........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(17) GREGORY D BROWN........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
Form 990 (2012)
Form 990 (2012)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) CARL BUMGARNER........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(19) RICHARD E BUNDSCHUH........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(20) CHRIS N BUNNING........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(21) KEVIN W BURCH........................................................................
VICE CHAIRMAN
 5.0
.......................   		X   X       0 0 0
(22) JAMES BURG........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(23) MARTIN T BURNHAM SR........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(24) FRED C BURNS JR........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(25) PHILIP L BYRD SR........................................................................
FIRST VICE CHAIRMAN
 15.0
.......................   		X   X       0 0 0
(26) MICHAEL S CARD........................................................................
CHAIRMAN
 20.0
.......................   		X   X       0 0 0
(27) W TOBIN CASSELS III........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(28) WILLIAM T CASSELS JR........................................................................
PAST CHAIRMAN
 1.0
.......................   		X   X       0 0 0
(29) RANDALL J CLIFFORD........................................................................
CARRIER POLICY COMMITTEE CHAIR
 5.0
.......................   		X           0 0 0
(30) DAVID S CONGDON........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(31) THOMAS G CONNARD........................................................................
CONFERENCE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(32) CHRISTOPHER RONALD COOPER........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(33) ERNEST S COX........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(34) ROCQUE D DAMEO........................................................................
EMERITUS MEMBER
 1.0
.......................   		X           0 0 0
(35) LEO DIAZ........................................................................
CARRIER POLICY COMMITTEE CHAIR
 5.0
.......................   		X           0 0 0
(36) CORRY DICKERSON........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(37) JAMES H DIXON........................................................................
EMERITUS MEMBER
 1.0
.......................   		X           0 0 0
(38) G MACK DOVE........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(39) S EARL DOVE........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(40) WILLIAM F DOWNEY........................................................................
CARRIER POLICY COMMITTEE CHAIR
 5.0
.......................   		X           0 0 0
(41) SHEPARD DUNN........................................................................
CARRIER POLICY COMMITTEE CHAIR
 5.0
.......................   		X           0 0 0
(42) REGGIE DUPRE........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(43) DANIEL J EINWECHTER........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(44) D JEFFREY ENGLAND........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(45) DANIEL E ENGLAND........................................................................
IMMEDIATE PAST CHAIRMAN
 5.0
.......................   		X           0 0 0
(46) WILLIAM K ENGLAND........................................................................
EMERITUS MEMBER
 1.0
.......................   		X           0 0 0
(47) GARY R ENZOR........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(48) ROBEY W ESTES JR........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(49) CALVIN E EWELL........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(50) RICHARD L FEW........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(51) ALVIN LEON FOLEY........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(52) DAVID R FREE........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(53) FRANK T FUJIMURA........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(54) MAX L FULLER........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(55) GREGORY D FULTON........................................................................
STATE ASSOCIATION
 1.0
.......................   		X           0 0 0
(56) CHARLES WAYNE GAUMER........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(57) ROSS C GAUSSOIN........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(58) PHILIP SCOTT GEORGE........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(59) MICHAEL J GERDIN........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(60) MARK B GOODWIN ESQ........................................................................
CARRIER POLICY COMMITTEE CHAIR
 5.0
.......................   		X           0 0 0
(61) STEVE GORDON........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(62) JOSEPH A GREENSTEIN........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(63) RANDY P GUILLOT........................................................................
CONFERENCE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(64) MICHAEL J HABECK........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(65) CHARLES L HAMMEL III........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(66) D WALTER HANSON III........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(67) JOHN HAUSLADEN........................................................................
STATE ASSOCIATION
 1.0
.......................   		X           0 0 0
(68) JOSEPH D HAYDEN........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(69) ERICH H HELGE........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(70) JOHN T HICKERSON........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(71) PETER HILL JR........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(72) GREGORY R HODGEN........................................................................
CONFERENCE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(73) G TOMMY HODGES........................................................................
TREASURER
 5.0
.......................   		X   X       0 0 0
(74) JOHN N HOFSTETTER........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(75) STEVE HOLTGEERTS........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(76) CHRISTOPHER HUFF........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(77) D MITCHELL JACKSON........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(78) WILLIAM E JAYNE III........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(79) WILLIAM E JAYNE JR........................................................................
EMERITUS MEMBER
 1.0
.......................   		X           0 0 0
(80) MIKE JIMENEZ........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(81) JEFF D JONES........................................................................
ALLIED MEMBER
 1.0
.......................   		X           0 0 0
(82) JOHN KABURICK........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(83) LELAND O KARRAS........................................................................
CARRIER POLICY COMMITTEE CHAIR
 5.0
.......................   		X           0 0 0
(84) JOHN MICHAEL KELLEY........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(85) G LARRY KERR........................................................................
SMALL CARRIER ADVISORY CO
 1.0
.......................   		X           0 0 0
(86) KATE KILLORY........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(87) KEVIN P KNIGHT........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(88) ALLEN I KOENIG........................................................................
EMERITUS MEMBER
 1.0
.......................   		X           0 0 0
(89) ROBERT A KORTENHAUS SR........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(90) ROBERT J KORTENHAUS JR........................................................................
CONFERENCE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(91) TOM B KRETSINGER JR........................................................................
ATA LITIGATION CENTER CHAIRMAN
 5.0
.......................   		X           0 0 0
(92) RAY KUNTZ........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(93) CHERYL P LAPAGLIA........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(94) THOMAS LEE........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(95) KENNETH W LEICHT........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(96) KEVIN LHOTAK........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(97) DAVID LITTLEJOHN........................................................................
CARRIER POLICY COMMITTEE CHAIR
 5.0
.......................   		X           0 0 0
(98) CHRISTOPHER B LOFGREN PHD........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(99) WILLIAM J LOGUE........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(100) L DUANE LONG........................................................................
SECOND VICE CHAIRMAN
 1.0
.......................   		X   X       0 0 0
(101) ROBERT E LOW........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(102) JOHN MAJORS........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(103) DAVID MANNING........................................................................
VICE CHAIRMAN
 5.0
.......................   		X   X       0 0 0
(104) H R MATTHEWS SR........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(105) JEFFREY MCCAIG........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(106) DAVID G MCCORKLE........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(107) LAVERN MCCORKLE........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(108) C JAMES MCCORMICK........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(109) HARRY MCDONALD........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(110) DUNCAN MCRAE........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(111) JUDY R MCREYNOLDS........................................................................
ATA AUDIT COMMITTEE CHAIRMAN
 5.0
.......................   		X           0 0 0
(112) GLEN MERKEL........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(113) EDWIN A MEYER........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(114) LARRY W MILLER........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(115) CHARLES R MULLETT........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(116) DENNIS A NASH........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(117) ALBERT J NUNES........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(118) RICHARD O'DELL........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(119) HOWARD J O'MALLEY JR........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(120) JAMES E O'NEAL........................................................................
VICE CHAIRMAN
 5.0
.......................   		X           0 0 0
(121) DANNY OPIE........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(122) DONALD G OREN........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(123) TONN M OSTERGARD........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(124) GREGORY L OWEN........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(125) DAVID R PARKER........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(126) G CLIFTON PARKER........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(127) JOHN PAUGH........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(128) LOUIS E PFRANGLE........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(129) DAVID POHL........................................................................
CARRIER POLICY COMMITTEE CHAIR
 5.0
.......................   		X           0 0 0
(130) JOHN POPE........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(131) BARRY E POTTLE........................................................................
ATA TRUCK PAC CHAIRMAN
 10.0
.......................   		X           0 0 0
(132) CHARLES RAMORINO........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(133) ROBERT RAMORINO........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(134) WILLIAM H REED JR........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(135) RICHARD S REISER........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(136) T MICHAEL RIGGS........................................................................
CONFERENCE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(137) ROGER ROBERSON........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(138) EDWARD A ROCHA........................................................................
EMERITUS MEMBER
 1.0
.......................   		X           0 0 0
(139) EVERETT ROEHL........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(140) JOHN ROSWICK........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(141) STEPHEN RUSSELL........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(142) GUY W RUTLAND III........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(143) GARY SALISBURY........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(144) NANCY SAWYER........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(145) ROBERT J SCHAUPP........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(146) DONALD J SCHNEIDER........................................................................
EMERITUS MEMBER
 1.0
.......................   		X           0 0 0
(147) ROBERT W SCHOMBER........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(148) DAVID SCHROYER........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(149) LEE PHILIP SHAFFER I........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(150) DAVID ALLEN SHUMAKER........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(151) JOHN M SMITH........................................................................
SECRETARY
 5.0
.......................   		X   X       0 0 0
(152) A WILLIAM SORENSEN JR........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(153) KENNETH W STAUB........................................................................
CARRIER POLICY COMMITTEE CHAIR
 5.0
.......................   		X           0 0 0
(154) VICKI JONES STEPHENS........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(155) LAWRENCE H STERN........................................................................
EMERITUS MEMBER
 1.0
.......................   		X           0 0 0
(156) DOUGLAS W STOTLAR........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(157) CHESTER STRANCZEK........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(158) S RUSSELL STUBBS........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(159) HAROLD SUMERFORD JR........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(160) ROBERT E TAYLOR........................................................................
CARRIER POLICY COMMITTEE CHAIR
 5.0
.......................   		X           0 0 0
(161) PAT THOMAS........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(162) ROBERT H THOMPSON........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(163) EDWARD R TROUT........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(164) KEITH TUTTLE........................................................................
CARRIER POLICY COMMITTEE CHAIR
 5.0
.......................   		X           0 0 0
(165) WILLIAM A USHER JR........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(166) CHARLES A VAN ZOEREN........................................................................
EMERITUS MEMBER
 1.0
.......................   		X           0 0 0
(167) STEPHEN WADHAMS........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(168) JOEL WALLACE........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(169) JAMES E WARD........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(170) WILLIAM R WARD........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(171) DONNA WEINRICH-LUCHT........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(172) JAMES L WELCH........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(173) ARNOLD F WELLMAN........................................................................
EMERITUS MEMBER
 1.0
.......................   		X           0 0 0
(174) JOHN WHITE........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(175) CHARLES L WHITTINGTON........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(176) JOHN S WHITTINGTON........................................................................
CONFERENCE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(177) DAVID R WILLIAMS........................................................................
CARRIER POLICY COMMITTEE CHAIR
 5.0
.......................   		X           0 0 0
(178) JAMES C WILLIAMS........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(179) STEVE WILLIAMS........................................................................
ATRI CHAIRMAN
 5.0
.......................   		X           0 0 0
(180) CHARLES L WILSON........................................................................
AT-LARGE MEMBER
 1.0
.......................   		X           0 0 0
(181) MICHAEL P WILSON........................................................................
STATE VICE PRESIDENT
 1.0
.......................   		X           0 0 0
(182) BARBARA J WINDSOR........................................................................
SECOND IMMEDIATE PAST CHAIRMAN
 5.0
.......................   		X           0 0 0
(183) LAWRENCE W WOOLSON........................................................................
CARRIER POLICY COMMITTEE CHAIR
 5.0
.......................   		X           0 0 0
(184) JOHN E WREN........................................................................
PAST CHAIRMAN
 1.0
.......................   		X           0 0 0
(185) ROBERT A YOUNG III........................................................................
EMERITUS MEMBER
 1.0
.......................   		X           0 0 0
(186) WILLIAM GRAVES........................................................................
PRESIDENT & CEO
 30.0
.......................10.0 		    X       831,786 0 20,284
(187) KARLA HULETT........................................................................
SENIOR VICE PRESIDENT & CFO
 30.0
.......................10.0 		    X       275,180 0 6,606
(188) HOWARD S ABRAMSON........................................................................
SENIOR VICE PRESIDENT
 40.0
.......................   		      X     272,440 0 20,039
(189) DAVID T BRODIE........................................................................
SENIOR VICE PRESIDENT
 40.0
.......................   		      X     252,910 0 18,805
(190) WARREN E HOEMANN........................................................................
SENIOR VICE PRESIDENT
 40.0
.......................   		      X     216,316 0 14,245
(191) CARL T KIRK........................................................................
VICE PRESIDENT
 40.0
.......................   		      X     188,941 0 9,173
(192) DAVID J OSIECKI........................................................................
SENIOR VICE PRESIDENT
 40.0
.......................   		      X     245,113 0 18,309
(193) SANDRA K PERKINS........................................................................
VICE PRESIDENT
 40.0
.......................   		      X     177,500 0 12,850
(194) MARY B PHILLIPS........................................................................
SENIOR VICE PRESIDENT
 40.0
.......................   		      X     312,162 0 7,179
(195) PRASAD SHARMA........................................................................
SENIOR VP & GENERAL COUNSEL
 30.0
.......................10.0 		      X     204,194 0 17,875
(196) REBECCA BREWSTER........................................................................
SENIOR VICE PRESIDENT
  
.......................40.0 		        X   263,427 0 18,476
(197) LESTA BRITTON CLARKE........................................................................
VICE PRESIDENT
 40.0
.......................   		        X   187,929 0 7,008
(198) CAROLINE N DECKER........................................................................
VICE PRESIDENT
 40.0
.......................   		        X   191,144 0 6,464
(199) JOSE A DELATORRE........................................................................
VICE PRESIDENT
 40.0
.......................   		        X   199,574 0 15,208
(200) JOSEPH M HART........................................................................
VICE PRESIDENT
 40.0
.......................   		        X   195,542 0 8,227
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 4,014,158 0 200,748
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet53
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
PUBLISHERS PRESS INCORPORATED, PO BOX 37500LOUISVILLEKY40233 PUBLISHING 1,039,116
QUALCOMM, FILE NO 54210LOS ANGELESCA900744210 DATA SERVICES 200,000
MAYER BROWN LLP, 2027 COLLECTION CENTER DRIVECHICAGOIL606930020 LEGAL 291,190
AQUARIAN LLC, 746 WALKER RD 12 PO BOX 1110GREAT FALLSVA22066 PRODUCTION 521,350
CCR EVENTS, 7220 OAKLEY INDUSTRIAL BLVDUNION CITYGA30291 PRODUCTION 209,356
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet15
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e 7,500
f All other contributions, gifts, grants, and
similar amounts not included above1f 		1,093,381
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 1,100,881
Program Service Revenue Business Code
2a MEMBERSHIP DUES 900099 17,352,988 17,352,988    
b PERIODICALS 541800 10,216,228 1,568,735 8,647,493  
c MEETINGS 900099 7,780,438 7,780,438    
d SPONSORSHIPS 900099 160,830 160,830    
e SUBSCRIPTIONS 511120 89,576 89,576    
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 35,600,060
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 850,843     850,843
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 474,200     474,200
(i) Real (ii) Personal
6a Gross rents 1,902,251  
b Less: rental expenses 2,043,020  
c Rental income or (loss) -140,769 0
d Net rental income or (loss).......MediumBullet -140,769   -264,568 123,799
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 8,023,743 16,525
b Less: cost or other basis and sales expenses 5,989,061  
c Gain or (loss) 2,034,682 16,525
d Net gain or (loss)..........MediumBullet 2,051,207     2,051,207
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a 902,158
b Less: cost of goods sold ..b 246,853
c Net income or (loss) from sales of inventory..MediumBullet 655,305 629,664 25,641  
Miscellaneous Revenue Business Code
11a CONFERENCE SERVICES 561499 100,326 100,326    
b MISCELLANEOUS 900099 1,790 1,790    
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 102,116
12 Total revenue. See Instructions......MediumBullet 40,693,843 27,684,347 8,408,566 3,500,049
Form 990 (2012)
Form 990 (2012)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response to any question in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 683,328  
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 3,121,907      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 12,990,926      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 2,056,418      
10 Payroll taxes ........... 1,155,785      
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 61,085      
c Accounting ........... 85,635      
d Lobbying ........... 255,424      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 86,700      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 1,227,037      
12 Advertising and promotion .... 522,393      
13 Office expenses ....... 1,804,497      
14 Information technology ...... 451,241      
15 Royalties .. 0      
16 Occupancy ........... 2,498,999      
17 Travel ............ 1,257,167      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 3,655,323      
20 Interest ........... 5,786,718      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 2,392,163      
23 Insurance .............. 173,422      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PRINTING & PUBLICATIONS 1,221,784      
b BAD DEBT EXPENSE 619,152      
c MEMBER RELATED SERVICES 346,965      
d MEMBERSHIP DUES 73,784      
e All other expenses 12,350      
25 Total functional expenses. Add lines 1 through 24e 42,540,203      
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 120,825 1 -237,728
2 Savings and temporary cash investments ......... 2,358,070 2 1,710,052
3 Pledges and grants receivable, net ........... 0 3 0
4 Accounts receivable, net ............. 2,809,536 4 3,262,291
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 197,015 8 234,970
9 Prepaid expenses and deferred charges .......... 5,815,320 9 4,841,794
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 45,956,118
b Less: accumulated depreciation ..... 10b 11,136,227 36,821,999 10c 34,819,891
11 Investments—publicly traded securities .......... 27,147,496 11 24,549,411
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 ..... 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 0 15 0
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 75,270,261 16 69,180,681
Liabilities 17 Accounts payable and accrued expenses ......... 18,595,530 17 17,022,042
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 5,800,213 19 5,328,428
20 Tax-exempt bond liabilities ............. 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 2,791,278 21 1,591,278
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 21,461,154 23 16,388,601
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 6,147,184 25 5,810,671
26 Total liabilities. Add lines 17 through 25......... 54,795,359 26 46,141,020
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 20,003,388 27 22,138,000
28 Temporarily restricted net assets ........... 471,514 28 901,661
29 Permanently restricted net assets ........... 0 29 0
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 20,474,902 33 23,039,661
34 Total liabilities and net assets/fund balances ........ 75,270,261 34 69,180,681
Form 990 (2012)
Form 990 (2012)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI ...............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
40,693,843
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
42,540,203
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-1,846,360
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
20,474,902
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
4,411,119
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
23,039,661
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII ..............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits
3b
 
 
Form 990 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2012
Name of the organization
AMERICAN TRUCKING ASSOCIATIONS INC
 
Employer identification number

53-0026970
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
AMERICAN TRUCKING ASSOCIATIONS INC
  		Employer identification number

53-0026970
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
AMERICAN TRUCKING ASSOCIATIONS INC
  		Employer identification number

53-0026970
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
AMERICAN TRUCKING ASSOCIATIONS INC
  		Employer identification number

53-0026970
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
AMERICAN TRUCKING ASSOCIATIONS INC
 
Employer identification number

53-0026970
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$ 197,177
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$ 197,177
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$ 197,177
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
(1) ATA TRUCK PAC
  		950 N GLEBE ROAD STE 210
ARLINGTON,VA22203 		197,177  










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2012

Schedule C (Form 990 or 990-EZ) 2012
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) Total
             
2a Lobbying nontaxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2012


Schedule C (Form 990 or 990-EZ) 2012
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
No
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
No
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
No
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered “No” OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
17,352,988
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
2,063,706
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
2,063,706
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
2,429,418
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
0
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
-365,712
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Identifier Return Reference Explanation
CAMPAIGN ACTIVITY PART I-A, LINE 1 THE AMERICAN TRUCKING ASSOCIATIONS, INC.'S INDIRECT POLITICAL CAMPAIGN ACTIVITIES CONSIST OF PROVIDING FACILITIES AND CATERING SERVICES TO THE ATA TRUCK PAC FOR THEIR EVENTS. TREAS. REG. SEC. 1.527-6(B)(1)(I) PROVIDES THAT A SECTION 501(C) ORGANIZATION'S EXPENDITURES WHICH ARE OTHERWISE PERMITTED UNDER THE FEDERAL ELECTION CAMPAIGN ACT (FECA) OR SIMILAR STATE STATUTE ARE FOR AN EXEMPT FUNCTION ONLY TO THE EXTENT PROVIDED IN TREAS. REG. SEC. 1.527-6(B)(3). TREAS. REG. SEC. 1.527-6(B)(3) HAS BEEN RESERVED (I.E., NO REGULATIONS HAVE BEEN PROMULGATED UNDER THIS SECTION). T.D. 7744 STATES THAT WHEN FINAL REGULATIONS ARE ISSUED UNDER THIS SECTION, THEY WILL BE APPLIED ON A PROSPECTIVE BASIS IF TAXPAYERS ARE ADVERSELY AFFECTED. PERMITTED ACTIVITIES OF A CORPORATION UNDER THE FECA INCLUDE, AMONG OTHER THINGS, PAYING THE COSTS OF ESTABLISHING A SEPARATE SEGREGATED FUND AND SOLICITING CONTRIBUTIONS TO SUCH FUND (SUBJECT TO VARIOUS RESTRICTIONS), COMMUNICATIONS WITH MEMBERS ABOUT CANDIDATES FOR PUBLIC OFFICE (IN THE CASE OF A MEMBERSHIP CORPORATION), AND ENGAGING IN CERTAIN NONPARTISAN ACTIVITIES DURING A POLITICAL CAMPAIGN SUCH AS VOTER REGISTRATION DRIVES. UNDER THE CURRENT REGULATIONS, IF A SECTION 501(C)(6) ORGANIZATION INCURS INDIRECT EXPENSES, SUCH AS EXPENSES INCURRED IN SOLICITING CONTRIBUTIONS TO A PAC, THE IRS WILL NOT IMPOSE TAX ON SUCH EXPENDITURES UNDER SECTION 527(F)(1) OR REQUIRE THE ORGANIZATION TO REPORT SUCH EXPENDITURES ON FORM 1120-POL.
Schedule C (Form 990 or 990EZ) 2012

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
AMERICAN TRUCKING ASSOCIATIONS INC
 
Employer identification number

53-0026970
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   150,204 150,204
b Buildings ................   27,586,143 3,111,434 24,464,709
c Leasehold improvements ............   11,317,306 4,134,666 7,182,640
d Equipment ................   2,062,216 1,621,249 440,967
e Other .................   4,850,249 2,268,878 2,581,371
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 34,819,891
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
DEFERRED RENT EXPENSE 5,425,821
CAPITAL LEASE LIABILITY 384,850







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 5,810,671
2. Fin 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
ESCROW SCHEDULE D, PART IV, LINE 2B A REAL ESTATE SALE AGREEMENT REQUIRED ATA TO DEPOSIT FUNDS IN A SOIL MANAGEMENT ESCROW ACCOUNT HELD IN TRUST BY A LEGAL FIRM TO PAY HALF OF THE EXPENSES RELATING TO SOIL REMOVAL, TESTING AND DISPOSAL ON PREVIOUSLY OWNED PROPERTY.
FIN 48 SCHEDULE D, PART X, LINE 2 THE AMERICAN TRUCKING ASSOCIATIONS' (ATA) ACCOUNTING POLICY FOR EVALUATING UNCERTAIN TAX POSITIONS IS TO RECOGNIZE TAX POSITIONS IF THEY WILL MORE LIKELY THAN NOT BE ULTIMATELY REALIZED. ATA DOES NOT BELIEVE THERE ARE ANY UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT SHOULD BE RECORDED. IN THE EVENT ATA WERE TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IT WOULD BE RECOGNIZED IN THE FINANCIAL STATEMENTS AS AN INCOME TAX EXPENSE. TAX YEARS 2009 THROUGH 2012 ARE OPEN TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES. THERE ARE NO INCOME TAX EXAMINATIONS CURRENTLY IN PROCESS.
Schedule D (Form 990) 2012

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
AMERICAN TRUCKING ASSOCIATIONS INC
 
Employer identification number
53-0026970
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) AMERICAN TRANSPORTATION RESEARCH INSTITUTE
950 N GLEBE ROAD
STE 210
ARLINGTON,VA22203 		53-2039775 501(c)3 468,500       CONTRIBUTION
(2) AMERICA'S INFRASTRUCTURE ALLIANCE INC

 
  		90-0916604 501(c)4 100,000       CONTRIBUTION
(3) AMERICAN HIGHWAY USERS ALLIANCE
PO BOX 34523
WASHINGTON,DC20043 		53-0186334 501(c)6 42,200       CONTRIBUTION
(4) AMERICAN COUNCIL FOR CAPITAL FORMATION
1750 K STREET NW
STE 400
WASHINGTON,DC200062302 		52-0991278 501(c)6 25,000       CONTRIBUTION
(5) COMMERCIAL VEHICLE SAFETY ALLIANCE
1101 17TH STREET NW
STE 803
WASHINGTON,DC20036 		91-1212247 501(c)3 11,000       CONTRIBUTION
(6) MOTOR CARRIERS OF MONTANA
501 N SANDERS
STE 201
HELENA,MT59601 		81-0170302 501(c)6 10,000       CONTRIBUTION












2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
2
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
4
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information.
Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Identifier Return Reference Explanation
GRANTS PART I, LINE 2 THE AMERICAN TRUCKING ASSOCIATIONS, INC. DOES NOT GIVE GRANTS TO THIRD PARTIES.
Schedule I (Form 990) 2012


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
AMERICAN TRUCKING ASSOCIATIONS INC
 
Employer identification number

53-0026970
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers,
directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? .......
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
 
b
Any related organization? .........................
5b
 
 
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
 
b
Any related organization? .........................
6b
 
 
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
 
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)WILLIAM GRAVESPRESIDENT & CEO (i)
(ii)		 819,012
0 		0
0 		12,774
0 		1,426
0 		18,858
0 		852,070
0 		0
0
(2)KARLA HULETTSENIOR VICE PRESIDENT & CFO (i)
(ii)		 273,394
0 		0
0 		1,786
0 		0
0 		6,606
0 		281,786
0 		0
0
(3)REBECCA BREWSTERSENIOR VICE PRESIDENT (i)
(ii)		 262,617
0 		0
0 		810
0 		1,380
0 		17,096
0 		281,903
0 		0
0
(4)LESTA BRITTON CLARKEVICE PRESIDENT (i)
(ii)		 187,576
0 		0
0 		353
0 		562
0 		6,446
0 		194,937
0 		0
0
(5)CAROLINE N DECKERVICE PRESIDENT (i)
(ii)		 190,743
0 		0
0 		401
0 		0
0 		6,464
0 		197,608
0 		0
0
(6)JOSE A DELATORREVICE PRESIDENT (i)
(ii)		 196,323
0 		0
0 		3,251
0 		1,190
0 		14,018
0 		214,782
0 		0
0
(7)JOSEPH M HARTVICE PRESIDENT (i)
(ii)		 193,766
0 		0
0 		1,776
0 		1,547
0 		6,680
0 		203,769
0 		0
0
(8)HOWARD S ABRAMSONSENIOR VICE PRESIDENT (i)
(ii)		 265,582
0 		0
0 		6,858
0 		2,087
0 		17,952
0 		292,479
0 		0
0
(9)DAVID T BRODIESENIOR VICE PRESIDENT (i)
(ii)		 246,052
0 		0
0 		6,858
0 		1,101
0 		17,704
0 		271,715
0 		0
0
(10)WARREN E HOEMANNSENIOR VICE PRESIDENT (i)
(ii)		 213,239
0 		0
0 		3,077
0 		494
0 		13,751
0 		230,561
0 		0
0
(11)CARL T KIRKVICE PRESIDENT (i)
(ii)		 187,239
0 		0
0 		1,702
0 		2,519
0 		6,654
0 		198,114
0 		0
0
(12)DAVID J OSIECKISENIOR VICE PRESIDENT (i)
(ii)		 244,303
0 		0
0 		810
0 		1,257
0 		17,052
0 		263,422
0 		0
0
(13)SANDRA K PERKINSVICE PRESIDENT (i)
(ii)		 175,870
0 		0
0 		1,630
0 		1,162
0 		11,688
0 		190,350
0 		0
0
(14)MARY B PHILLIPSSENIOR VICE PRESIDENT (i)
(ii)		 309,840
0 		0
0 		2,322
0 		0
0 		7,179
0 		319,341
0 		0
0
(15)PRASAD SHARMASENIOR VP & GENERAL COUNSEL (i)
(ii)		 203,734
0 		0
0 		460
0 		783
0 		17,092
0 		222,069
0 		0
0
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Identifier Return Reference Explanation
CHAIRMAN TRAVEL PART I, LINE 1B THE CHAIRMAN AND CHAIRMAN'S SPOUSE MAY TRAVEL FIRST CLASS DUE TO HEAVY TRAVEL SCHEDULES. THE POSITION IS AN UNPAID ONE YEAR POSITION.
PRESIDENT TRAVEL PART I, LINE 1B THE PRESIDENT & CEO MAY TRAVEL FIRST CLASS DUE TO A HEAVY TRAVEL SCHEDULE.
SPOUSE TRAVEL PART I, LINE 1B THE PRESIDENT & CEO'S SPOUSE MAY TRAVEL FIRST CLASS TO AN ANNUAL CONVENTION FOR BUSINESS PURPOSES.
GOLF DUES PART I, LINE 1B THE PRESIDENT & CEO'S GOLF CLUB DUES ARE PAID FOR BUSINESS PURPOSES. PERSONAL USE IS REPORTED FOR TAXABLE PURPOSES.
SERVICE AWARDS PART I, LINE 1B SERVICE AWARDS TO ALL STAFF ARE GROSSED UP FOR TAXES. TWO OF THE LISTED EMPLOYEES RECEIVED SERVICE AWARDS.
Schedule J (Form 990) 2012

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
AMERICAN TRUCKING ASSOCIATIONS INC
 
Employer identification number

53-0026970
Identifier Return Reference Explanation
RELATIONSHIPS FORM 990, PART VI, LINE 2 - ROBERT R. BAYLOR AND CARI BAYLOR HAVE A BUSINESS AND A FAMILY RELATIONSHIP. - ANDREW T. BOYLE AND MARC D. BOYLE HAVE A BUSINESS RELATIONSHIP AND A FAMILY RELATIONSHIP. - MICHAEL S. CARD AND JAMES C. WILLIAMS HAVE A BUSINESS RELATIONSHIP. - MICHAEL S. CARD AND RAY KUNTZ HAVE A BUSINESS RELATIONSHIP. - W. TOBIN CASSELS, III, WILLIAM T. CASSELS, JR. AND G. CLIFTON PARKER HAVE A BUSINESS RELATIONSHIP. - W. TOBIN CASSELS, III AND WILLIAM T. CASSELS, JR. HAVE A FAMILY RELATIONSHIP. - SHEPARD DUNN AND C. JAMES MCCORMICK HAVE A FAMILY RELATIONSHIP. - D. JEFFREY ENGLAND, DANIEL E. ENGLAND AND WILLIAM K. ENGLAND HAVE A FAMILY RELATIONSHIP. - PHILIP SCOTT GEORGE AND DAVID MANNING HAVE A BUSINESS RELATIONSHIP. - JOSEPH A GREENSTEIN AND JOHN ROSWICK HAVE A BUSINESS RELATIONSHIP. - LELAND O. KARRAS AND JUDY MCREYNOLDS HAVE A BUSINESS RELATIONSHIP. - RAY KUNTZ AND DUANE W. ACKLIE HAVE A BUSINESS RELATIONSHIP. - RAY KUNTZ AND JOHN WHITE HAVE A BUSINESS RELATIONSHIP. - WILLIAM J. LOGUE AND D. MITCHELL JACKSON HAVE A BUSINESS RELATIONSHIP. - DAVID G. MCCORKLE AND LAVERN MCCORKLE HAVE A BUSINESS RELATIONSHIP AND A FAMILY RELATIONSHIP. - CHARLES R. MULLETT AND DOUGLAS W. STOTLAR HAVE A BUSINESS RELATIONSHIP. - ROBERT RAMORINO AND CHARLES RAMORINO HAVE A BUSINESS RELATIONSHIP AND A FAMILY RELATIONSHIP. - LEE PHILIP SHAFFER, I AND DENNIS A. NASH HAVE A BUSINESS RELATIONSHIP. - ROBERT E. TAYLOR AND CHARLES L. HAMMEL, III HAVE A BUSINESS RELATIONSHIP.
MEMBERS FORM 990, PART VI, LINE 6 THE AMERICAN TRUCKING ASSOCIATIONS, INC. IS A TRADE ASSOCIATION CONSISTING OF DUES PAYING MEMBERS.
BOARD FORM 990, PART VI, LINE 7A THE AMERICAN TRUCKING ASSOCIATIONS, INC. (ATA) BOARD OF DIRECTORS CURRENTLY CONSISTS OF ONE HUNDRED THIRTY-SIX MEMBERS PLUS EIGHTEEN EMERITUS MEMBERS FOR A TOTAL OF ONE HUNDRED FIFTY-FOUR VOTING MEMBERS. SIXTY-SEVEN OFFICERS AND VICE PRESIDENTS AT LARGE ARE ELECTED BY THE BOARD ITSELF ANNUALLY. FIFTEEN COMMITTEE CHAIRS ARE APPOINTED ANNUALLY BY THE CHAIRMAN, WHO SERVES A ONE YEAR TERM. FIFTY-FOUR STATE ASSOCIATIONS, AFFILIATED CONFERENCES REPRESENTING INDUSTRY SEGMENTS, AND OTHER RELATED ORGANIZATIONS EACH ELECT ONE ATA MEMBER AS THEIR REPRESENTATIVE TO THE BOARD. EMERITUS MEMBERS ARE EX-OFFICIO LIFETIME MEMBERS.
FORM 990 REVIEW FORM 990, PART VI, LINE 11A DRAFT VERSIONS OF THE 990 TAX RETURNS ARE REVIEWED BY THE CONTROLLER OF THE ORGANIZATION AND THEN FORWARDED TO AN INDEPENDENT ACCOUNTING FIRM FOR REVIEW. FINAL DRAFTS ARE GIVEN TO THE MANAGEMENT COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. THE MANAGEMENT COMMITTEE IS AUTHORIZED BY THE 154 MEMBER BOARD TO ACT ON ALL FINANCIAL AND ADMINISTRATIVE AFFAIRS OF THE ORGANIZATION. THE RETURN IS THEN MADE AVAILABLE TO ALL BOARD MEMBERS ON THEIR WEB PAGE.
CONFLICT OF INTEREST FORM 990, PART VI, LINE 12C THE AMERICAN TRUCKING ASSOCIATIONS, INC. REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ALL CONTRACTS GO THROUGH AN EXTENSIVE REVIEW PROCESS. ALL ACCOUNTS PAYABLE CHECKS ARE REVIEWED AND APPROVED BY EITHER THE CONTROLLER OR THE ASSISTANT CONTROLLER BEFORE THEY ARE RELEASED. 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.
PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, LINES 15A AND 15B THE AMERICAN TRUCKING ASSOCIATIONS (ATA) USES AN OUTSIDE COMPENSATION CONSULTANT TO CONDUCT AN ANNUAL REVIEW OF THE PRESIDENT & CEO'S COMPENSATION AND THAT OF ALL SENIOR STAFF. 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 PRESIDENT & CEO'S COMPENSATION WITH THE COMPENSATION OF PRESIDENT & CEO'S OF COMPARABLE TRADE ASSOCIATIONS. THE SENIOR STAFF'S COMPENSATION IS COMPARED TO COMPENSATION OF COMPARABLE POSITIONS IN A COMPARATOR GROUP OF 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 PRESIDENT AND CEO AND ALL SENIOR STAFF.
AVAILABILITY OF GOVERNING DOCUMENTS TO THE PUBLIC FORM 990, PART VI, LINE 19 THE AMERICAN TRUCKING ASSOCIATIONS, INC. MAKES GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY AVAILABLE TO THE BOARD MEMBERS. THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE TO STAFF AND GOVERNING DOCUMENTS ARE AVAILABLE TO MEMBERS. TAX RETURNS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
RECONCILIATION OF NET ASSETS FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF PENSION EQUITY.......................$ (303,322) CHANGE IN VALUE OF INTEREST RATE SWAP...................$ 4,714,441 ========== TOTAL CHANGES IN NET ASSETS.............................$ 4,411,119
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
AMERICAN TRUCKING ASSOCIATIONS INC
 
Employer identification number

53-0026970
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) ATA FOUNDATION

950 N GLEBE ROAD STE 210

ARLINGTON,VA22203
52-1488332 		RESEARCH VA 501(c)6 N/A ATA
 
Yes
 
(2) ATA LITIGATION CENTER

950 N GLEBE ROAD STE 210

ARLINGTON,VA22203
54-1332836 		LITIGATION VA 501(c)6 N/A NA
 
 
No
(3) AMERICAN TRANSPORTATION RESEARCH INSTITU

950 N GLEBE ROAD STE 210

ARLINGTON,VA22203
54-2039775 		RESEARCH VA 501(c)3 7 ATA
 
Yes
 
(4) THE TRUCKING RESEARCH INSTITUTE CHARITAB

950 N GLEBE ROAD STE 210

ARLINGTON,VA22203
54-1410559 		RESEARCH VA 501(c)3 7 ATA
 
Yes
 






For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) ATA SERVICES INC AND SUBSIDIARY

950 N GLEBE ROAD STE 210
ARLINGTON,VA22203
52-1066416 		COMPUTER SERV VA NA
  		C Corp 0 0 100.000 % Yes  












Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) AMERICAN TRANSPORTATION RESEARCH INSTITUTE

 b 468,500 ACTUAL CONTR.
(2) AMERICAN TRANSPORTATION RESEARCH INSTITUTE

 l 200,000 BUDGETED FEE
(3) AMERICAN TRANSPORTATION RESEARCH INSTITUTE

 o 971,886 ACTUAL COSTS
(4) AMERICAN TRANSPORTATION RESEARCH INSTITUTE

 q 1,760,783 ACTUAL TRANSFER
(5) ATA LITIGATION CENTER

 l 125,000 BUDGETED FEE
(6) ATA LITIGATION CENTER

 o 267,305 ACTUAL COSTS
(7) ATA LITIGATION CENTER

 p 619,152 ACTUAL COSTS
(8) ATA LITIGATION CENTER

 q 231,650 ACTUAL REIMBURS
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under section 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation

Additional Data


Software ID:  
Software Version: