Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Client Note 1 | Client Note 1 - Form 990-T, Schedule F. All rent received from Owner Operator Services, Inc. meets the definition of a "qualified specified payment," and thus is not taxable as rent from a controlled organization. A portion of the rent is taxed as unrelated debt-financed income, which is shown on Form 990-T, Schedule E. |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | James Johnston and J. Todd Spencer own a business together. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | Professional truckers who are current in paying their membership dues. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE FORM 990 WAS PREPARED BY AN OUTSIDE CPA FIRM. THE ORGANIZATION'S ACCOUNTING MANAGER REVIEWED THE 990 BEFORE GIVING IT TO THE SIGNING OFFICER. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Every director is given the document "Code of Conduct and Ethics for the Board of Directors." A judiciary committee investigates potential violations and makes recommendations to the full board regarding such violations. Directors are regularly reminded of their reporting responsibilities. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Governing documents are made available to the public by being posted to the organization's website. Certain financial statements are made avaiable to the public upon request at the headquarters of the organization. The conflict of interest policy is not made available to the public. |
| Form 990, Part VI, Section B, line 13 | An established grievance policy for Association employees is contained in the Employee Handbook. |
| Form 990, Part VI, Section B, line 15 | OOIDA relies on a related organization to determine compensation of the officers, and includes approval by a compensation committee. Compensation of key employees is set by management. |
| FORM 990, PART VII, SECTION B, LINE 2 | THE MEDICAL SERVICE PROVIDERS LISTED ON FORM 990, PART VII, SECTION B, LINE 1 ARE PAID OUT OF A SELF-FUNDED HEALTH CARE PLAN THAT THE ORGANIZATION ADMINISTERS FOR ITS EMPLOYEES. THE FOLLOWING CONTRACTORS PROVIDED SERVICES DIRECTLY TO THE ORGANIZATION:MCALLISTER & QUINN LLC, 1368 N WASHINGTON AVE, SCRANTON, PA 18509TYPE OF SERVICE: POLITICAL CONSULTING SERVICES; TOTAL AMOUNT: $120,460MORGAN, LEWIS & BOCKIUS LLP, 1701 MARKET STREET, PHILADELPHIA, PA 19103TYPE OF SERVICE: POLITICAL CONSULTING SERVICES; TOTAL AMOUNT: $130,174 |
| Software ID: | 14000265 |
| Software Version: | 2014v5.0 |