Civic Intelligence

Owner-Operator Independent Drivers Association Foundation Inc.

990 • Fiscal year 2019 • EIN 52-1728033

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization Profilewww.ooidafoundation.org
PO Box 1000Grain Valley, MO 64029

(816) 229-5791

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

27th percentile

0.06x

Higher debt load relative to revenue than 27% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$421,847

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 37.6% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

89th percentile

31%

Faster asset growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-58%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$5,590,665

Up $1,338,269 (+31%) from 2018

Net Assets

Up

$5,523,210

Up $1,312,705 (+31%) from 2018

Liabilities

Up

$67,455

Up $25,564 (+61%) from 2018

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin95th percentile

Revenue

Down

$1,123,218

Down $1,567,850 (-58%) from 2018

Expenses

Up

$359,707

Up $83,075 (+30%) from 2018

Net Income

Down

$763,511

Down $1,650,925 (-68%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,006,878Liabilities 2010: $527,781Net Assets 2010: $1,479,0972010Assets 2011: $1,651,630Liabilities 2011: $209,368Net Assets 2011: $1,442,2622011Assets 2012: $1,362,405Liabilities 2012: $25,554Net Assets 2012: $1,336,8512012Assets 2013: $1,233,798Liabilities 2013: $23,074Net Assets 2013: $1,210,7242013Assets 2014: $1,170,059Liabilities 2014: $16,045Net Assets 2014: $1,154,0142014Assets 2015: $1,509,729Liabilities 2015: $35,953Net Assets 2015: $1,473,7762015Assets 2016: $1,430,061Liabilities 2016: $37,739Net Assets 2016: $1,392,3222016Assets 2017: $1,941,736Liabilities 2017: $34,374Net Assets 2017: $1,907,3622017Assets 2018: $4,252,396Liabilities 2018: $41,891Net Assets 2018: $4,210,5052018Assets 2019: $5,590,665Liabilities 2019: $67,455Net Assets 2019: $5,523,2102019Assets 2020: $5,959,730Liabilities 2020: $99,135Net Assets 2020: $5,860,5952020Assets 2021: $6,651,654Liabilities 2021: $56,340Net Assets 2021: $6,595,3142021Assets 2022: $6,635,824Liabilities 2022: $48,428Net Assets 2022: $6,587,3962022Assets 2023: $6,698,616Liabilities 2023: $227,809Net Assets 2023: $6,470,8072023Assets 2024: $6,954,810Liabilities 2024: $479,145Net Assets 2024: $6,475,6652024

Highlighted filing

2019

Assets$5,590,665
Liabilities$67,455
Net Assets$5,523,210
Open 2019 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $841,6222010Expenses 2011: $881,8812011Expenses 2012: $235,9202012Revenue 2013: $100,410Expenses 2013: $226,537Net Income 2013: -$126,1272013Revenue 2014: $181,621Expenses 2014: $238,331Net Income 2014: -$56,7102014Revenue 2015: $575,767Expenses 2015: $256,005Net Income 2015: $319,7622015Revenue 2016: $136,974Expenses 2016: $237,470Net Income 2016: -$100,4962016Revenue 2017: $670,861Expenses 2017: $259,718Net Income 2017: $411,1432017Revenue 2018: $2,691,068Expenses 2018: $276,632Net Income 2018: $2,414,4362018Revenue 2019: $1,123,218Expenses 2019: $359,707Net Income 2019: $763,5112019Revenue 2020: $248,591Expenses 2020: $340,669Net Income 2020: -$92,0782020Revenue 2021: $892,870Expenses 2021: $296,829Net Income 2021: $596,0412021Revenue 2022: $323,851Expenses 2022: $331,769Net Income 2022: -$7,9182022Revenue 2023: $254,002Expenses 2023: $370,591Net Income 2023: -$116,5892023Revenue 2024: $339,303Expenses 2024: $334,445Net Income 2024: $4,8582024

Highlighted filing

2019

Revenue$1,123,218
Expenses$359,707
Net Income$763,511
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$1,123,218
Mission and Program Overview

Mission

The mission of the Owner-Operator Independent Drivers Association Foundation is to fight for the rights of truckers through research and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,786,870$4,351,550▲ $2,564,680
Cash and Non-Interest-Bearing Accounts$567,686$693,688▲ $126,002
Savings and Temporary Cash Investments$1,874,100$519,033▼ $1,355,067
Intangible Assets$17,400$17,400→ $0
Accounts Receivable$2,000$2,000→ $0
Receivable From Disqualified Prsn$1,662$542▼ $1,120
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,252,396$5,590,665▲ $1,338,269
Other Assets Total$2,678$6,452▲ $3,774
Liabilities
Other Liabilities$22,696$50,340▲ $27,644
Accounts Payable and Accrued Expenses$19,195$17,115▼ $2,080
Total Liabilities$41,891$67,455▲ $25,564
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,487,172$4,716,208▲ $1,229,036
Net Assets With Donor Restrictions$723,333$807,002▲ $83,669
Total Net Assets Fund Balance$4,210,505$5,523,210▲ $1,312,705
Total Liabilities and Net Assets / Fund Balance$4,252,396$5,590,665▲ $1,338,269

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$45,785$45,785
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tom WeakleyDirector of Op.FT$87,820$45,307$133,127
Robert EslerSecretary/treas--$7,250$7,250

Board Members and Trustees

NameTitle
Joel Todd SpencerPresident
William PughExec Vice Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$920,447
Program Service Revenue
$37,924
Investment Income
$164,847
Other Revenue
$0
All Other Contributions
$93,518
Change in Net Assets
$763,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$231,870
Other Expenses$111,837
Grants and Similar Amounts Paid$16,000
Total Fundraising Expense$14,623
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$118,254$13,978$7,548$139,780
Other Salaries and Wages$43,702$5,166$2,789$51,657
Other Employee Benefits$24,969$2,950$1,595$29,514
Conferences and Meetings$20,995--$20,995
Occupancy$16,243$1,920$1,037$19,200
Grants to Domestic Individuals$16,000--$16,000
Payroll Taxes$9,012$1,065$575$10,652
Travel$6,784$802$433$8,019
Fees for Services Other-$5,194-$5,194
Fees for Services Accounting-$3,631-$3,631
Other Expenses$2,646$313$169$3,128
All Other Expenses$1,279$22$12$1,313
Advertising$828--$828
Pension Plan Contributions$226$27$14$267
Office Expenses$135$16$9$160
Total Functional Expenses$309,182$35,902$14,623$359,707
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
J Todd SpencerSee Part V-No-
Robert EslerSee Part V-No-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$1,662$542▼ $1,120
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to affiliated organizations$50,340
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“The form 990 is prepared by an outside cpa firm. The organization's accounting manager reviews the 990 before it is sent 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

“These documents may be disclosed on a case-by-case basis upon request.”

Form 990, Part VI, Section B, line 13

“An established grievance policy for Foundation employees is contained in the Employee Handbook.”

Filing and Contact Details

Filer

Filer Name
Owner-Operator Independent Drivers
EIN
52-1728033
Phone
8162295791
Address
PO Box 1000, Grain Valley, MO 64029

Signing Officer

Name
Joel Todd Spencer
Title
President
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joel Todd Spencer
Formed
1991
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
1
Employees
2
Volunteers
3

Preparer

Firm
Mize Cpas Inc
Address
7101 College Blvd Ste 900, Overland Park, KS 66210-1984
Preparer
Bret Curtis
Phone
9134511882
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Review applications and award educational scholarships OTHER PROGRAM SERVICES 5: Work with other industry organizations on issues affecting drivers' regulation, economics or health OTHER PROGRAM SERVICES 6: Semi-annual educational business seminars for truckers wanting to start or improve their own business OTHER PROGRAM SERVICES 7: Prepare and send care packages to active U.S. military personnel overseas”

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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/PayrollTaxesGrp/ManagementAndGeneralAmt01065
IRS990/PayrollTaxesGrp/ProgramServicesAmt09012
IRS990/PayrollTaxesGrp/TotalAmt010652
IRS990/PensionPlanContributionsGrp/FundraisingAmt014
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt027
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0226
IRS990/PensionPlanContributionsGrp/TotalAmt0267
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Joel Todd Spencer
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/Desc0FDA PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1SEMINAR FEES
IRS990/ProgramServiceRevenueGrp/Desc2SURVEY FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt132924
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt132924
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21000
IRS990/ProgSrvcAccomActy2Grp/Desc0Work with other industry organizations on issues affecting drivers' regulation, economics or health
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt080422
IRS990/ProgSrvcAccomActy3Grp/Desc0Prepare and send care packages to active U.S. military personnel overseas
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt041185
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt035079
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02595670
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt019000
IRS990/PYInvestmentIncomeAmt067660
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt096735
IRS990/PYProgramServiceRevenueAmt027738
IRS990/PYRevenuesLessExpensesAmt02414436
IRS990/PYSalariesCompEmpBnftPaidAmt0160897
IRS990/PYTotalExpensesAmt0276632
IRS990/PYTotalRevenueAmt02691068
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt01662
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt0542
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0763511
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt012384
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01874100
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0519033
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0920447
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02595670
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0610822
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0115160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0559916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04802015
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0164847
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt067660
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt035839
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017814
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03096
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0289256
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt037924
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt027738
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt024200
IRS990ScheduleA/OtherIncome170Grp/TotalAmt089862
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92680
IRS990ScheduleA/PublicSupportPY170Pct00.95590
IRS990ScheduleA/PublicSupportTotal170Amt04802015
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0920447
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02595670
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0610822
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0115160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0559916
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04802015
IRS990ScheduleA/TotalSupportAmt05181133
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt045785
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt045785
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt050340
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to affiliated organizations
IRS990ScheduleD/TotalLiabilityAmt050340
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt016000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STUDENT SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt014
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Scholarship grants are paid directly to the educational instutition after receipt of documentation that confirms the awarded student is enrolled.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0397410
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1204300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt013248
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt111620
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt011189
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt15113
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Joel Todd Spencer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1WILLIAM PUGH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EXEC VICE PRES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0421847
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1221033
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0J TODD SPENCER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1ROBERT ESLER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S DIRECTORS ARE ALL OFFICERS OR DIRECTORS OF RELATED ORGANIZATIONS. THE ORGANIZATION'S BUSINESS TRANSACTIONS WITH THESE RELATED ORGANIZATIONS ARE DISCLOSED ON SCHEDULE R.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Review applications and award educational scholarships OTHER PROGRAM SERVICES 5: Work with other industry organizations on issues affecting drivers' regulation, economics or health OTHER PROGRAM SERVICES 6: Semi-annual educational business seminars for truckers wanting to start or improve their own business OTHER PROGRAM SERVICES 7: Prepare and send care packages to active U.S. military personnel overseas
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM. THE ORGANIZATION'S ACCOUNTING MANAGER REVIEWS THE 990 BEFORE IT IS SENT TO THE SIGNING OFFICER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Every 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3These documents may be disclosed on a case-by-case basis upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4An established grievance policy for Foundation employees is contained in the Employee Handbook.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 13

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,590,665
Liabilities
$67,455
Net assets
$5,523,210
Revenue
$1,123,218
Expenses
$359,707
Net income
$763,511
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.95$0.48$6.48$0.34$0.33$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.70$0.23$6.47$0.25$0.37$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.64$0.05$6.59$0.32$0.33$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.65$0.06$6.60$0.89$0.30$0.60
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.96$0.10$5.86$0.25$0.34$0.09
2019Detailed filing. Detailed filing data is available for this year.$5.59$0.07$5.52$1.12$0.36$0.76
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.25$0.04$4.21$2.69$0.28$2.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.03$1.91$0.67$0.26$0.41
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.04$1.39$0.14$0.24$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.04$1.47$0.58$0.26$0.32
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.02$1.15$0.18$0.24$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.23$0.02$1.21$0.10$0.23$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.03$1.34$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.21$1.44$0.88
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.53$1.48$0.84