Civic Intelligence

Truckload Carriers Association

EIN 23-7272852 • 501(c)3 • Alexandria, VA

Profile

The scholarship fund was formed to promote higher educational pursuits by granting scholarships primarily to transportation and business management majors.

555 East Braddock RoadAlexandria, VA 22314

www.truckload.org/SCHOLARSHIPS

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.02x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

11th percentile

-29%

Higher net margin than 11% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$478,524

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 251.4% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-37%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$3,380,875

Up $691,658 (+26%) from 2022

Liabilities

Up

$3,103

Up $1,453 (+88%) from 2022

Net Assets

Up

$3,377,772

Up $690,205 (+26%) from 2022

Operations
Liabilities / Revenue33rd percentileNet Margin11th percentile

Revenue

Up

$190,313

Up $64,633 (+51%) from 2022

Expenses

Up

$244,615

Up $14,549 (+6.3%) from 2022

Net Income

Up

-$54,302

Up $50,084 (+48%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,316,724Liabilities 2011: $3,000Net Assets 2011: $1,313,7242011Assets 2014: $1,918,166Liabilities 2014: $8,090Net Assets 2014: $1,910,0762014Assets 2015: $2,023,535Liabilities 2015: $4,749Net Assets 2015: $2,018,7862015Assets 2016: $2,607,364Liabilities 2016: $7,000Net Assets 2016: $2,600,3642016Assets 2017: $2,896,918Liabilities 2017: $9,987Net Assets 2017: $2,886,9312017Assets 2018: $3,000,041Liabilities 2018: $14,915Net Assets 2018: $2,985,1262018Assets 2019: $2,930,194Liabilities 2019: $31,900Net Assets 2019: $2,898,2942019Assets 2020: $2,984,266Liabilities 2020: $14,863Net Assets 2020: $2,969,4032020Assets 2021: $3,413,524Liabilities 2021: $0Net Assets 2021: $3,413,5242021Assets 2022: $2,689,217Liabilities 2022: $1,650Net Assets 2022: $2,687,5672022Assets 2024: $3,380,875Liabilities 2024: $3,103Net Assets 2024: $3,377,7722024

Highlighted filing

2024

Assets$3,380,875
Liabilities$3,103
Net Assets$3,377,772
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2011: $54,2872011Revenue 2014: $424,781Expenses 2014: $106,887Net Income 2014: $317,8942014Revenue 2015: $290,108Expenses 2015: $134,098Net Income 2015: $156,0102015Revenue 2016: $628,660Expenses 2016: $173,719Net Income 2016: $454,9412016Revenue 2017: $238,862Expenses 2017: $223,178Net Income 2017: $15,6842017Revenue 2018: $238,799Expenses 2018: $223,186Net Income 2018: $15,6132018Revenue 2019: $112,089Expenses 2019: $208,629Net Income 2019: -$96,5402019Revenue 2020: $150,514Expenses 2020: $200,196Net Income 2020: -$49,6822020Revenue 2021: $209,220Expenses 2021: $238,798Net Income 2021: -$29,5782021Revenue 2022: $125,680Expenses 2022: $230,066Net Income 2022: -$104,3862022Revenue 2024: $190,313Expenses 2024: $244,615Net Income 2024: -$54,3022024

Highlighted filing

2024

Revenue$190,313
Expenses$244,615
Net Income-$54,302
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,380,875
Liabilities
$3,103
Net assets
$3,377,772
Revenue
$190,313
Expenses
$244,615
Net income
-$54,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$0.00$3.38$0.19$0.24$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$0.00$2.69$0.13$0.23$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.41$0.00$3.41$0.21$0.24$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.01$2.97$0.15$0.20$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.03$2.90$0.11$0.21$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.01$2.99$0.24$0.22$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.01$2.89$0.24$0.22$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.61$0.01$2.60$0.63$0.17$0.45
2015Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.29$0.13$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.92$0.01$1.91$0.42$0.11$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.00$1.31$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 13, 2025
Return Version
2023v6.0
Gross Receipts
$1,632,509
Mission and Program Overview

Mission

The scholarship fund was formed to promote higher educational pursuits by granting scholarships primarily to transportation and business management majors.

To award scholarships to worthy students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,855,006$3,199,533▲ $344,527
Cash and Non-Interest-Bearing Accounts$86,151$179,143▲ $92,992
Prepaid Expenses and Deferred Charges$5,089$2,199▼ $2,890
Total Assets$2,957,969$3,380,875▲ $422,906
Other Assets Total$11,723$0▼ $11,723
Liabilities
Other Liabilities$0$1,894▲ $1,894
Accounts Payable and Accrued Expenses-$1,209-
Total Liabilities$0$3,103▲ $3,103
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,686,696$1,994,108▲ $307,412
Net Assets With Donor Restrictions$1,271,273$1,383,664▲ $112,391
Total Net Assets Fund Balance$2,957,969$3,377,772▲ $419,803
Total Liabilities and Net Assets / Fund Balance$2,957,969$3,380,875▲ $422,906

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,271,273$5,310▲ $148,706-$1,383,664
2022$1,036,107$196,886▲ $75,030-$1,271,273
2021$1,190,727$27,867▼ $158,737-$1,036,107
2020$911,814$143,350▲ $159,313-$1,190,727
2019$848,286$49,450▲ $34,578-$911,814
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Bob KretsingerChairman (Until 3/2024)
Joey HoganTrustee to Chairman (From 3/2024)
James WardPresident
Al AndersonTrustee
Chris WoodTrustee
David GibbsTrustee
Dawn StubbsTrustee
Don FreymillerTrustee
Harman CheemaTrustee
Megan WellsTrustee
Nick HillesheimTrustee
Randy VernonTrustee
Susan FallTrustee
Mark WalkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$32,411
Program Service Revenue
$0
Investment Income
$157,902
Other Revenue
$0
All Other Contributions
$32,411
Change in Net Assets
$-54,302

Audited Revenue Reconciliation

Revenue per Audited Statements
$159,825
Revenue Not Reported on Financial Statements
$30,488
Revenue Not Reported on Form 990
$474,105
Total Revenue per Audited Statements
$633,930
Total Revenue per Form 990
$190,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$150,194
Other Expenses$94,421
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$150,194--$150,194
Fees for Services Accounting-$42,840-$42,840
Fees for Service Investment Mgmnt Fees-$30,488-$30,488
Fees for Services Other-$15,902-$15,902
Insurance-$3,919-$3,919
Fees for Services Legal-$590-$590
Other Expenses-$169-$169
Total Functional Expenses$150,194$94,421$0$244,615

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$244,615
Expenses per Audited Statements$214,127
Total Expenses per Audited Statements$214,127
Expenses Not Reported on Financial Statements$30,488
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Truckload Carriers Association$1,894
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“A draft copy of form 990 will be provided to the treasurer before being finalized.”

Form 990, Part VI, Section B, line 12C

“Annually conflict of interest forms are circulated to all trustees. Any actual or perceived conflicts of interest will be discussed prior to a vote. If necessary, a trustee may abstain from a vote or excuse themselves from a meeting if a conflict arises.”

Form 990, Part VI, Section C, line 19

“Governing documents and financial statements are made available to members upon request.”

Filing and Contact Details

Filer

Filer Name
Truckload Carriers Association
EIN
23-7272852
Phone
7036541466
Address
555 East Braddock Road, Alexandria, VA 22314

Signing Officer

Name
James Ward
Title
President
Phone
7036541466
Signed
2025-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Ward
Formed
1973
Legal Domicile
Dc
Voting Board Members
13
Independent Board Members
12
Employees
0
Volunteers
14

Preparer

Firm
Aprio Advisory Group LLC
Address
111 Rockville Pike Suite 600, Rockville, MD 20850
Preparer
Stacy Cullen
Phone
3012316200
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The board has charged those responsible for the organization's finances with oversight of the independent audit. The process is consistent with the prior year.”

Financial Statement Notes

Part V, Line 4:

“Endowment funds go to award an annual scholarship.”

Part X, Line 2:

“The Fund follows the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Management evaluated the Fund's tax positions and concluded that the Fund has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. For the years ended September 30, 2024 and 2023, no unrecognized tax positions or benefit exists. Tax years from 2021 through the current year remain open for examination by tax authorities.”

Raw XML AppendixShowing 400 of 539 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm2Mark Walker
IRS990/Form990PartVIISectionAGrp/PersonNm3James Ward
IRS990/Form990PartVIISectionAGrp/PersonNm4Al Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm5Harman Cheema
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IRS990/Form990PartVIISectionAGrp/PersonNm7Don Freymiller
IRS990/Form990PartVIISectionAGrp/PersonNm8David Gibbs
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IRS990/Form990PartVIISectionAGrp/PersonNm10Dawn Stubbs
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IRS990/Form990PartVIISectionAGrp/PersonNm12Megan Wells
IRS990/Form990PartVIISectionAGrp/PersonNm13Chris Wood
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman (Until 3/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee to Chairman (From 3/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
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IRS990/GrossReceiptsAmt01632509
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03919
IRS990/InsuranceGrp/TotalAmt03919
IRS990/InvestmentIncomeGrp/ExclusionAmt0116448
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0116448
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02855006
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03199533
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01442196
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The scholarship fund was formed to promote higher educational pursuits by granting scholarships primarily to transportation and business management majors.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02957969
IRS990/NetAssetsOrFundBalancesEOYAmt03377772
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt041454
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt041454
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0474105
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01686696
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01994108
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011723
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Taxes & Licenses
IRS990/OtherExpensesGrp/Desc1Plaques, Trophies & Gif
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0513
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1169
IRS990/OtherExpensesGrp/TotalAmt0513
IRS990/OtherExpensesGrp/TotalAmt1169
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt01894
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05089
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02199
IRS990/PrincipalOfficerNm0James Ward
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0196886
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0150888
IRS990/PYInvestmentIncomeAmt0102982
IRS990/PYOtherExpensesAmt084973
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt064007
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0235861
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0299868
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-54302
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt032411
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt037040
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033418
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0143600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt064000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0310469
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0116448
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0102982
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt092262
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt065620
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt086514
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0463826
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.40100
IRS990ScheduleA/PublicSupportPY170Pct00.38540
IRS990ScheduleA/PublicSupportTotal170Amt0310469
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt032411
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt037040
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt033418
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0143600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt064000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0310469
IRS990ScheduleA/TotalSupportAmt0774295
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.36000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01271273
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05310
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01383664
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt041625
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0148706
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01036107
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0196886
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01271273
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt036750
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt075030
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01190727
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt027867
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01036107
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt023750
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-158737
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0911814
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0143350
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01190727
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt023750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0159313
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0848286
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt049450
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0911814
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt020500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034578
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt030488
IRS990ScheduleD/ExpensesSubtotalAmt0214127
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt030488
IRS990ScheduleD/InvestmentExpensesNotIncldAmt030488
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0474105
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01894
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Truckload Carriers Association
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.64000
IRS990ScheduleD/RevenueNotReportedAmt0474105
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt030488
IRS990ScheduleD/RevenueSubtotalAmt0159825
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Endowment funds go to award an annual scholarship.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Fund follows the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Management evaluated the Fund's tax positions and concluded that the Fund has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. For the years ended September 30, 2024 and 2023, no unrecognized tax positions or benefit exists. Tax years from 2021 through the current year remain open for examination by tax authorities.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0244615
IRS990ScheduleD/TotalLiabilityAmt01894
IRS990ScheduleD/TotalRevenuePerForm990Amt0190313
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0633930
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0214127
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0150194
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt054
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0All members, their employees, and their employees' family members may apply. Once the applications are received, they are checked for completeness. Completed applications go to the scholarship administration company. The administration company completes a scorecard on each application. The finalized recipients are presented to the trustees for final review and approval. Those with the highest scores are selected to receive funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt039247
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0395000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt044277
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00

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