2024-05-13T11:11:50-05:00 2023-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-07-01 521616062 AMERICAN PUBLIC TRANSPORTATION FOUNDATION AMER 2024964800 1300 I STREET NW 1200 E WASHINGTON DC 20005 PAUL P SKOUTELAS PRESIDENT AND CEO 2024964800 2024-05-13 1 PAUL SKOUTELAS 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAUL P SKOUTELAS 1300 I STREET NW 1200 E WASHINGTON DC 20005 361611 0 X WWW.APTFD.ORG X 1988 DC SEE PART III, LINE 1. 25 25 0 30 0 0 202734 187023 0 0 183731 111046 0 0 386465 298069 271450 322850 0 0 0 0 0 0 26451 106842 112190 378292 435040 8173 -136971 3628394 3745461 19332 95526 3609062 3649935 THE FOUNDATION'S MAIN PURPOSE IS TO INCREASE AND RETAIN THE NUMBER OF YOUNG PROFESSIONALS ENTERING THE TRANSIT INDUSTRY AND TO PROVIDE TRAINING, EDUCATION AND PROFESSIONAL OPPORTUNITIES FOR THE PUBLIC TRANSIT INDUSTRY. 0 0 335350 322850 IN FY23, THE FOUNDATION AWARDED 43 SCHOLARSHIPS TO HIGHER EDUCATION STUDENTS WITH AN INTEREST IN PUBLIC TRANSIT CAREERS. THESE SCHOLARSHIPS CAME FROM THE 21 NAMED SCHOLARSHIP FUNDS AS WELL AS THE GENERAL FELLOWSHIP PROGRAM. 335350 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JETRIS HAMILTON 2024964800 1300 I STREET NW 1200 E WASHINGTON DC 20005 KATHARINE KELLEMAN CHAIR 5.00 1.00 X X 0 0 0 RAQUEL OLIVIER VICE CHAIR 5.00 1.00 X X 0 0 0 JEFFREY WHARTON SECRETARY/TREASURER 5.00 1.00 X X 0 0 0 SHALONDA BALDWIN BOARD MEMBER 1.00 X 0 0 0 INDIA BIRDSONG BOARD MEMBER 1.00 X 0 0 0 KIM R GREEN BOARD MEMBER 1.00 X 0 0 0 JANNET WALKER-FORD BOARD MEMBER 1.00 1.00 X 0 0 0 AURORA JACKSON BOARD MEMBER 1.00 X 0 0 0 SALVADOR LLAMAS BOARD MEMBER 1.00 X 0 0 0 HUGH A MOSE BOARD MEMBER 1.00 X 0 0 0 MICHAEL J SCANLON BOARD MEMBER 1.00 1.00 X 0 0 0 MAULDIN BACCARA BOARD MEMBER 1.00 X 0 0 0 ALAN C WULKAN BOARD MEMBER 1.00 X 0 0 0 DEBRA A JOHNSON BOARD MEMBER 1.00 1.00 X 0 0 0 CHRISTOPHER TOMLINSON BOARD MEMBER 1.00 X 0 0 0 HUELON HARRISON BOARD MEMBER 1.00 X 0 0 0 GARY THOMAS BOARD MEMBER 1.00 1.00 X 0 0 0 JACK MARTINSON BOARD MEMBER 1.00 1.00 X 0 0 0 INEZ EVANS BOARD MEMBER 1.00 1.00 X 0 0 0 LISA THOMPSON BOARD MEMBER 1.00 X 0 0 0 DIANE WILLIAMSON BOARD MEMBER 1.00 X 0 0 0 HILARY SYLVESTER BOARD MEMBER 1.00 X 0 0 0 ANNIE GIVENS BOARD MEMBER 1.00 X 0 0 0 MANJIRI AKALKOTCAR BOARD MEMBER 1.00 X 0 0 0 HENRY LI BOARD MEMBER 1.00 1.00 X 0 0 0 PAUL P SKOUTELAS PRESIDENT AND CEO, APTA 2.50 40.00 X 0 751596 68023 0 751596 68023 0 0 1 0 0 10000 177023 187023 57379 57379 117209 63542 53667 53667 53667 298069 0 0 111046 322850 322850 19500 19500 175 175 41731 41731 4118 4118 1145 1145 2428 2428 30418 3967 26451 STIPENDS 12500 12500 DUES AND FEES 175 175 435040 335350 73239 26451 180979 116339 1295 11189 51000 51000 3395120 3566933 3628394 3745461 7011 12321 95526 19332 95526 X 3609062 3649935 3609062 3649935 3628394 3745461 -136971 177844 0 X 0 1 X 1 0 X X 1 AMERICAN PUBLIC TRANSPORTATION ASSOCIATION 521007647 10 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: THE FOUNDATION COMPLETES AN ANNUAL PUBLIC SUPPORT TEST FOR APTA TO ENSURE IT SATISFIES THE PUBLIC SUPPORT TEST UNDER SECTION 509(A)(2). PART IV, SECTION A, LINE 3C: THE FOUNDATION DOES NOT GIVE DIRECT SUPPORT TO APTA. ALL OF ITS EXPENDITURES ARE USED EXCLUSIVELY FOR SECTION 170(C)(2)(B) PURPOSES. THE TWO ORGANIZATIONS SHARE A MISSION TO PROMOTE THE TRANSIT INDUSTRY, AND THE OVERLAPPING BOARDS OF THE TWO ORGANIZATIONS ENSURE THAT THE FOUNDATION'S EXPENDITURES SUPPORT THE EDUCATIONAL EFFORTS IN THE TRANSIT INDUSTRY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO AFFILIATE 95526 95526 X 532970 177844 57232 235076 297894 175 175 298069 492097 57232 57232 434865 175 175 435040 PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2023, THE FOUNDATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 SCHOLARSHIPS TO HIGHER EDUCATION STUDENTS 43 322850 PART I, LINE 2: APTF PROVIDES SCHOLARSHIPS TO DESERVING STUDENTS IN A WIDE RANGE OF TRANSPORTATION RELATED STUDIES AND FIELDS. RECIPIENTS MAY BE ENROLLED AS ESTABLISHED TRANSPORTATION PROFESSIONALS PURSUING DEGREES OR UPPERCLASS UNDERGRADUATE STUDENTS. APPLICANTS ARE REQUIRED TO PROVIDE THE FOLLOWING INFORMATION: - ESSAY: "WHAT SEGMENT OF THE PUBLIC TRANSPORTATION INDUSTRY INTERESTS YOU AND WHY?" (1,000 WORDS MAXIMUM) - THREE (3) LETTERS OF RECOMMENDATION DESCRIBING WHY THE INDIVIDUALS THINK THE APPLICANT IS A QUALIFIED CANDIDATE. - STATEMENT OF FINANCIAL NEED (500 WORDS MAXIMUM) EXPLAINING THE APPLICANT'S NEED, INCLUDING ANY DEFICITS IN A FINANCIAL AID PACKAGE, FAMILY INCOME AND PERSONAL NEED. "PERSONAL NEED" MAY ALSO INCLUDE SPECIAL CIRCUMSTANCES, SUCH AS PERSONAL HARDSHIP OR FINANCIAL DIFFICULTY THAT MAY CONTRIBUTE TO THE APPLICANT'S FINANCIAL NEED. 0 0 0 0 0 0 0 0 0 PAUL P SKOUTELAS PRESIDENT AND CEO, APTA 0 553283 0 198313 0 0 0 65098 0 2925 0 819619 0 0 PART I, LINE 3 THE AMERICAN PUBLIC TRANSPORTATION FOUNDATION DOES NOT HAVE ANY EMPLOYEES. THE COMPENSATION OF INDIVIDUALS LISTED ON PART VII WAS DETERMINED BY A RELATED ORGANIZATION, AMERICAN PUBLIC TRANSPORTATION ASSOCIATION (APTA). THE FOLLOWING METHODS WERE USED BY APTA TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: - COMPENSATION COMMITTEE - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE AUDIT COMMITTEE AND CFO. A COPY OF THE 990 WAS PROVIDED TO THE BOARD BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER ANNUALLY SIGNS A STATEMENT THAT AFFIRMS THAT THEY COMPLY WITH THE CONFLICT OF INTEREST POLICY AND DISCLOSE, ACTUAL OR POTENTIAL, CONFLICTS OF INTEREST. BOARD MEMBERS DISCLOSE TO THE BOARD OFFICERS AND INCLUDE A COPY TO THE GENERAL COUNSEL. AFTER DISCLOSURE OF ALL MATERIAL FACTS AND ANY DISCUSSION, THE INTERESTED PERSON RECUSES HIM/HERSELF AND THE APTF OFFICERS CONSIDERS THE INFORMATION RECEIVED AND DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION TO THE APTF OFFICERS REGARDING THE INFORMATION SUBMITTED. THE APTF CHAIR, IN CONSULTATION WITH THE APTF GENERAL COUNSEL, INVESTIGATES THE CONFLICT AND REPORTS BACK TO THE APTF OFFICERS. FORM 990, PART VI, SECTION B, LINE 15 THE AMERICAN PUBLIC TRANSPORTATION FOUNDATION DOES NOT HAVE ANY EMPLOYEES. THE COMPENSATION OF INDIVIDUALS LISTED ON PART VII WAS DETERMINED BY A RELATED ORGANIZATION, AMERICAN PUBLIC TRANSPORTATION ASSOCIATION (APTA). THE FOLLOWING METHODS WERE USED BY APTA TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: - COMPENSATION COMMITTEE - APPROVAL BY THE EXECUTIVE COMMITTEE OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AMERICAN PUBLIC TRANSPORTATION ASSOCIATION 1300 I STREET NW SUITE 1200 EAST WASHINGTON DC 20005 521007647 MEMBERSHIP ASSOCIATION DC 501(C)(6) 0 PUBLIC TRANSIT PARTNERSHIP FOR TOMORROW FOUNDATION 1300 I STREET NW SUITE 1200 EAST WASHINGTON DC 20005 522337960 RESEARCH/COMMUNICATION/ADVOCACY DC 501(C)(3) LINE 12A, I AMERICAN PUBLIC TRANSPORTATION ASSOCIATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 AMERICAN PUBLIC TRANSPORTATION C 30000 FMV AMERICAN PUBLIC TRANSPORTATION O 57232 LABOR COSTS