Civic Intelligence

North American Transportation Management

EIN 55-0806516 • 501(c)3 • Alexandria, VA

Profile

To promote safety and education in the motor transportation industry. Professional certification programs granting professional designations in fleet safety, maintenance, driver training, and security.

555 East Baddock RoadAlexandria, VA 22314

www.natmi.org

Siviq Scores

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

Liabilities / Assets

74th percentile

0.30x

Higher debt load relative to assets than 74% of similar nonprofits.

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

Liabilities / Revenue

65th percentile

0.18x

Higher debt load relative to revenue than 65% of similar nonprofits.

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

Net Margin

56th percentile

7.6%

Higher net margin than 56% 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 29.6% of source-year revenue.

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

Asset Growth

35th percentile

-1.2%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

44th percentile

3.9%

Faster revenue growth than 44% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$966,783

Down $12,136 (-1.2%) from 2023

Liabilities

Down

$289,804

Down $134,834 (-32%) from 2023

Net Assets

Up

$676,979

Up $122,698 (+22%) from 2023

Operations
Liabilities / Revenue65th percentileNet Margin56th percentile

Revenue

Up

$1,615,230

Up $60,587 (+3.9%) from 2023

Expenses

Up

$1,492,532

Up $30,430 (+2.1%) from 2023

Net Income

Up

$122,698

Up $30,157 (+33%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$1.0M$500K$0-$500KAssets 2010: $89,978Liabilities 2010: $81,287Net Assets 2010: $8,6912010Assets 2011: $83,114Liabilities 2011: $87,348Net Assets 2011: -$4,2342011Assets 2012: $111,044Liabilities 2012: $114,271Net Assets 2012: -$3,2272012Assets 2013: $164,265Liabilities 2013: $141,921Net Assets 2013: $22,3442013Assets 2014: $187,748Liabilities 2014: $148,087Net Assets 2014: $39,6612014Assets 2015: $205,637Liabilities 2015: $152,748Net Assets 2015: $52,8892015Assets 2016: $235,015Liabilities 2016: $161,464Net Assets 2016: $73,5512016Assets 2017: $288,240Liabilities 2017: $182,610Net Assets 2017: $105,6302017Assets 2018: $414,165Liabilities 2018: $256,364Net Assets 2018: $157,8012018Assets 2019: $519,263Liabilities 2019: $280,143Net Assets 2019: $239,1202019Assets 2020: $433,430Liabilities 2020: $157,786Net Assets 2020: $275,6442020Assets 2021: $634,444Liabilities 2021: $275,896Net Assets 2021: $358,5482021Assets 2022: $842,885Liabilities 2022: $381,145Net Assets 2022: $461,7402022Assets 2023: $978,919Liabilities 2023: $424,638Net Assets 2023: $554,2812023Assets 2024: $966,783Liabilities 2024: $289,804Net Assets 2024: $676,9792024

Highlighted filing

2024

Assets$966,783
Liabilities$289,804
Net Assets$676,979
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

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

$2.0M$1.5M$1.0M$500K$0Expenses 2010: $521,9462010Expenses 2011: $606,0212011Revenue 2012: $636,603Expenses 2012: $635,596Net Income 2012: $1,0072012Revenue 2013: $768,539Expenses 2013: $742,968Net Income 2013: $25,5712013Revenue 2014: $798,601Expenses 2014: $781,284Net Income 2014: $17,3172014Revenue 2015: $843,904Expenses 2015: $830,676Net Income 2015: $13,2282015Revenue 2016: $962,785Expenses 2016: $942,123Net Income 2016: $20,6622016Revenue 2017: $962,434Expenses 2017: $930,355Net Income 2017: $32,0792017Revenue 2018: $1,214,583Expenses 2018: $1,162,412Net Income 2018: $52,1712018Revenue 2019: $1,259,545Expenses 2019: $1,178,226Net Income 2019: $81,3192019Revenue 2020: $935,114Expenses 2020: $898,590Net Income 2020: $36,5242020Revenue 2021: $1,071,296Expenses 2021: $988,392Net Income 2021: $82,9042021Revenue 2022: $1,271,491Expenses 2022: $1,168,299Net Income 2022: $103,1922022Revenue 2023: $1,554,643Expenses 2023: $1,462,102Net Income 2023: $92,5412023Revenue 2024: $1,615,230Expenses 2024: $1,492,532Net Income 2024: $122,6982024

Highlighted filing

2024

Revenue$1,615,230
Expenses$1,492,532
Net Income$122,698
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$966,783
Liabilities
$289,804
Net assets
$676,979
Revenue
$1,615,230
Expenses
$1,492,532
Net income
$122,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.29$0.68$1.62$1.49$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.42$0.55$1.55$1.46$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.38$0.46$1.27$1.17$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.28$0.36$1.07$0.99$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.16$0.28$0.94$0.90$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.52$0.28$0.24$1.26$1.18$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.26$0.16$1.21$1.16$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.18$0.11$0.96$0.93$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.16$0.07$0.96$0.94$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.15$0.05$0.84$0.83$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.15$0.04$0.80$0.78$0.02
2013Summary only. Only limited summary data is available for this year.$0.16$0.14$0.02$0.77$0.74$0.03
2012Summary only. Only limited summary data is available for this year.$0.11$0.11$0.00$0.64$0.64$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.09$0.00$0.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.08$0.01$0.52
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
$1,615,230
Mission and Program Overview

Mission

To promote safety and education in the motor transportation industry. Professional certification programs granting professional designations in fleet safety, maintenance, driver training and security.

To promote safety and education in the motor transportation industry. Professional certification programs granting professional designations in fleet safety, maintenance, driver training, and security.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$918,305$823,020▼ $95,285
Accounts Receivable$36,854$120,003▲ $83,149
Prepaid Expenses and Deferred Charges$23,760$23,760→ $0
Total Assets$978,919$966,783▼ $12,136
Liabilities
Accounts Payable and Accrued Expenses$331,520$207,183▼ $124,337
Deferred Revenue$93,118$82,621▼ $10,497
Total Liabilities$424,638$289,804▼ $134,834
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$554,281$676,979▲ $122,698
Total Net Assets Fund Balance$554,281$676,979▲ $122,698
Total Liabilities and Net Assets / Fund Balance$978,919$966,783▼ $12,136
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Karen SmerchekChair
Kim RichardsonVice Chair (From 3/2024)
David GuessVice Chair (Until 3/2024)
Dave WilliamsDirector
David FisherDirector
Shannon NewtonDirector
Mike LaskoDirector (From 3/2024)
Jill MaschmeierDirector (Until 3/2024)
John ElliottDirector (Until 3/2024)
John CulpTreasurer to Director (Trans. 3/2024)
James WardEx-Officio
Jon CocaSecretary (From 3/2024)
Joey HoganTreasurer (From 3/2024)

Highest Paid Contractors

ContractorServicesLocationCompensation
Leading AssociationsAssociation Management Services2460 W 26th Avenue Suite 245-C, Denver, CO 80021$493,583
Revenue and Support

Revenue Composition

Contributions and Grants
$612,258
Program Service Revenue
$1,002,972
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$122,698

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,615,230
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,615,230
Total Revenue per Form 990
$1,615,230
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,492,532
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$217,971$320,445-$538,416
Conferences and Meetings$481,145$26,545-$507,690
Fees for Services Other-$144,579-$144,579
Office Expenses-$109,883-$109,883
Fees for Services Accounting$63,461$34,296-$97,757
Information Technology-$44,904-$44,904
Travel$31,404$11,967-$43,371
Advertising-$3,078-$3,078
Occupancy-$1,290-$1,290
Other Expenses-$84-$84
Total Functional Expenses$793,981$698,551$0$1,492,532

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,492,532
Total Expenses per Audited Statements$1,492,532
Total Expenses per Form 990$1,492,532
Expenses Not Reported on Financial Statements$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“The Institute receives program and support services from the Truckload Carriers Association (TCA) and Leading Associations. Such services include executive, managerial, professional, and other operational services including office space, equipment, insurance, and supplies.”

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

“A copy of the Form 990 will be provided to the board of directors for review.”

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
North American Transportation Management
EIN
55-0806516
Phone
7036541466
Address
555 East Baddock 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
2003
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

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 X, Line 2:

“The Organization 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 Organization's tax positions and concluded that the Organization 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 499 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0331520
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0207183
IRS990/AccountsReceivableGrp/BOYAmt036854
IRS990/AccountsReceivableGrp/EOYAmt0120003
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To promote safety and education in the motor transportation industry. Professional certification programs granting professional designations in fleet safety, maintenance, driver training, and security.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt03078
IRS990/AdvertisingGrp/TotalAmt03078
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Vault Consulting LLC
IRS990/BooksInCareOfDetail/PhoneNum07036541466
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08401 Greensboro Drive Suite 500
IRS990/BooksInCareOfDetail/USAddress/CityNm0McLean
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022102
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0918305
IRS990/CashNonInterestBearingGrp/EOYAmt0823020
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt026545
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0481145
IRS990/ConferencesMeetingsGrp/TotalAmt0507690
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0493583
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02460 W 26th Avenue Suite 245-C
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Denver
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd080021
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Leading Associations
IRS990/ContractorCompensationGrp/ServicesDesc0Association Management Services
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0612258
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01492532
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01002972
IRS990/CYRevenuesLessExpensesAmt0122698
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01492532
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01615230
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt093118
IRS990/DeferredRevenueGrp/EOYAmt082621
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0Promotion and development of safety practices, maintenance procedures, and training of professional in the industry.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0793981
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt034296
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt063461
IRS990/FeesForServicesAccountingGrp/TotalAmt097757
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0320445
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0217971
IRS990/FeesForServicesManagementGrp/TotalAmt0538416
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0144579
IRS990/FeesForServicesOtherGrp/TotalAmt0144579
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt636.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt644277
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0Karen Smerchek
IRS990/Form990PartVIISectionAGrp/PersonNm1Kim Richardson
IRS990/Form990PartVIISectionAGrp/PersonNm2David Guess
IRS990/Form990PartVIISectionAGrp/PersonNm3Jon Coca
IRS990/Form990PartVIISectionAGrp/PersonNm4Joey Hogan
IRS990/Form990PartVIISectionAGrp/PersonNm5John Culp
IRS990/Form990PartVIISectionAGrp/PersonNm6James Ward
IRS990/Form990PartVIISectionAGrp/PersonNm7David Fisher
IRS990/Form990PartVIISectionAGrp/PersonNm8Shannon Newton
IRS990/Form990PartVIISectionAGrp/PersonNm9Dave Williams
IRS990/Form990PartVIISectionAGrp/PersonNm10Mike Lasko
IRS990/Form990PartVIISectionAGrp/PersonNm11Jill Maschmeier
IRS990/Form990PartVIISectionAGrp/PersonNm12John Elliott
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6434247
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair (From 3/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chair (Until 3/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary (From 3/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer (From 3/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer to Director (Trans. 3/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt6Ex-Officio
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director (From 3/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director (Until 3/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director (Until 3/2024)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01615230
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt044904
IRS990/InformationTechnologyGrp/TotalAmt044904
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0612258
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To promote safety and education in the motor transportation industry. Professional certification programs granting professional designations in fleet safety, maintenance, driver training, and security.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0554281
IRS990/NetAssetsOrFundBalancesEOYAmt0676979
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0554281
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0676979
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01290
IRS990/OccupancyGrp/TotalAmt01290
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0109883
IRS990/OfficeExpensesGrp/TotalAmt0109883
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Equipment Rental
IRS990/OtherExpensesGrp/Desc1Taxes and Licenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01480
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt184
IRS990/OtherExpensesGrp/TotalAmt01480
IRS990/OtherExpensesGrp/TotalAmt184
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023760
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023760
IRS990/PrincipalOfficerNm0James Ward
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0Meetings and Conventio
IRS990/ProgramServiceRevenueGrp/Desc1Registration Fees
IRS990/ProgramServiceRevenueGrp/Desc2Member Service Fees
IRS990/ProgramServiceRevenueGrp/Desc3TLA Division Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0460865
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1394516
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2141514
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt36077
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0460865
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1394516
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2141514
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt36077
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0430000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01462102
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01124343
IRS990/PYRevenuesLessExpensesAmt092241
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01462102
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01554343
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0122698
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01002972
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0612258
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0430300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0347109
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0304122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0302574
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01996363
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04440641
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt06344
IRS990ScheduleA/OtherIncome170Grp/TotalAmt06344
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99680
IRS990ScheduleA/PublicSupportPY170Pct00.99170
IRS990ScheduleA/PublicSupportTotal170Amt01996363
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0612258
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0430300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0347109
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0304122
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0302574
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01996363
IRS990ScheduleA/TotalSupportAmt02002707
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01492532
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01615230
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization 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 Organization's tax positions and concluded that the Organization 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 X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01492532
IRS990ScheduleD/TotalRevenuePerForm990Amt01615230
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01615230
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01492532
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
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0James Ward
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Ex-Officio
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0478524
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Institute receives program and support services from the Truckload Carriers Association (TCA) and Leading Associations. Such services include executive, managerial, professional, and other operational services including office space, equipment, insurance, and supplies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the Form 990 will be provided to the board of directors for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents and financial statements are made available to members upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The board has charged those responsible for the organization's finances with oversight of the independent audit. The process is consistent with the prior year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 2c:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Truckload Carriers Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Truckload Carriers Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Truckload Carriers Association Scholarship Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0530088868
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1237272852
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Trade Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Grantmaking
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0555 E Braddock Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1555 E Braddock Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Alexandria
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Alexandria
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $1M-$5M nonprofits