INSTITUTE FOR TRUCK TRANSPORTATION… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

GARY F PETTY

Phone

7036831300

Tax Period

2024-10-01 to 2025-09-30

INSTITUTE FOR TRUCK TRANSPORTATION MANAGEMENT, founded in 1993, is a small nonprofit that reported $750K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $526K, a strong 70% operating margin.

Mission

TO PROVIDE CONTINUING EDUCATION AND CERTIFICATION SERVICES FOR PRIVATE FLEET PROFESSIONALS.

Program Service Accomplishments

Program 1

Expenses: $158,144 Revenue: $257,340

PRIVATE FLEET MANAGEMENT INSTITUTE:THE ANNUAL PRIVATE FLEET MANAGEMENT INSTITUTE IS A FIVE-DAY INTENSIVE EDUCATIONAL PROGRAM OFFERING COURSES ON FLEET FINANCE, OPERATIONS, LEGAL, REGULATORY AND...

PRIVATE FLEET MANAGEMENT INSTITUTE:THE ANNUAL PRIVATE FLEET MANAGEMENT INSTITUTE IS A FIVE-DAY INTENSIVE EDUCATIONAL PROGRAM OFFERING COURSES ON FLEET FINANCE, OPERATIONS, LEGAL, REGULATORY AND SAFETY COMPLIANCE, HUMAN RESOURCES, MAINTENANCE AND EQUIPMENT. APPROXIMATELY 100-140 INDIVIDUALS PARTICIPATE IN THIS PROGRAM ANNUALLY.

Program 2

Expenses: $38,432 Revenue: $222,940

CERTIFICATION PROGRAM PROMOTION:THE CERTIFIED TRANSPORTATION PROFESSIONALS (CTP) PROGRAM RECOGNIZES PRIVATE FLEET PROFESSIONALS. APPROXIMATELY 120 NEW INDIVIDUALS EARN THEIR CTP CERTIFICATION EACH...

CERTIFICATION PROGRAM PROMOTION:THE CERTIFIED TRANSPORTATION PROFESSIONALS (CTP) PROGRAM RECOGNIZES PRIVATE FLEET PROFESSIONALS. APPROXIMATELY 120 NEW INDIVIDUALS EARN THEIR CTP CERTIFICATION EACH YEAR. SINCE THE INCEPTION OF THE PROGRAM IN 1993, OVER 1,900 INDIVIDUALS HAVE EARNED CTP CERTIFICATION; 965 INDIVIDUALS HOLD ACTIVE CERTIFICATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $270,000

Program Service Revenue $480,280

Investment Income $0

Other Revenue $0

TOTAL REVENUE $750,280

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $196,576

Other Expenses $224,117

TOTAL EXPENSES $224,117

Year-over-Year Comparison

	2024	2023	Change
Revenue	$750,280	$684,180	+0.1%
Expenses	$224,117	$178,235	+0.3%
Net Income	$526,163	$505,945	+0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,089,286

Total Directors

$597,420

Key Employees

$389,837

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY PETTY	PRESIDENT & CHIEF EXECUTIVE OFFICER	5.00	Officer Director	$0	$35,715	$597,420
MICHAEL SCHWERSENSKA	CHAIR & TREASURER	1.00	Officer Director	$0	$0	$0
BEDFORD MONDAY	TREASURER UNTIL 04/25	1.00	Officer Director	$0	$0	$0
RAYMOND BYRD	VICE CHAIR & DIRECTOR AS OF 01/25	1.00	Officer Director	$0	$0	$0
DOUG ADAMSON	DIRECTOR	1.00	Director	$0	$0	$0
JASON AHTEN	DIRECTOR	1.00	Director	$0	$0	$0
JARED ALEXANDER	DIRECTOR	1.00	Director	$0	$0	$0
TERESA ALLEN-TIGNOR	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES AMEN	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN ANTONELLIS	DIRECTOR	1.00	Director	$0	$0	$0
MARY BEBOUT	DIRECTOR	1.00	Director	$0	$0	$0
TODD BERGER	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN BOYD	DIRECTOR	1.00	Director	$0	$0	$0
CRYSTAL BRENNAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BROOME	DIRECTOR	1.00	Director	$0	$0	$0
MARK CARLSON	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN CASEY	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE CATARINO	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN CLONCH	DIRECTOR	1.00	Director	$0	$0	$0
MICHA COX	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT CRAIG	DIRECTOR	1.00	Director	$0	$0	$0
BILL CROMLING	DIRECTOR	1.00	Director	$0	$0	$0
TIM ECKHARDT	DIRECTOR	1.00	Director	$0	$0	$0
JEFF FERRELL	DIRECTOR	1.00	Director	$0	$0	$0
KEITH FRANTZ	DIRECTOR	1.00	Director	$0	$0	$0
KEITH GARNER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GILLENWATER	DIRECTOR	1.00	Director	$0	$0	$0
JILL GLENN	DIRECTOR	1.00	Director	$0	$0	$0
ALBERT HALL	DIRECTOR	1.00	Director	$0	$0	$0
KEITH HAZELWOOD	DIRECTOR	1.00	Director	$0	$0	$0
CAROL HEINOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
ROB HOYSGAARD	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN INGRAM	DIRECTOR	1.00	Director	$0	$0	$0
ZAHEER IQBAL	DIRECTOR	1.00	Director	$0	$0	$0
RICK JOYCE	DIRECTOR	1.00	Director	$0	$0	$0
TED KABASE	DIRECTOR	1.00	Director	$0	$0	$0
ADRIAN KNIGHT	DIRECTOR	1.00	Director	$0	$0	$0
WALTER KUTSCHAL	DIRECTOR	1.00	Director	$0	$0	$0
TODD LEONARD	DIRECTOR	1.00	Director	$0	$0	$0
STEVE LOVELADY	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MANN	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH MARS	DIRECTOR	1.00	Director	$0	$0	$0
IAN MCGRIFF	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK MCHUGH	DIRECTOR	1.00	Director	$0	$0	$0
BETH POTRATZ	DIRECTOR	1.00	Director	$0	$0	$0
ADAM PUTZER	DIRECTOR	1.00	Director	$0	$0	$0
ELLIE RAMEY	DIRECTOR	1.00	Director	$0	$0	$0
MARIO SANCHEZ-LARA	DIRECTOR	1.00	Director	$0	$0	$0
BRANT SCHNEIDER	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS SILVER	DIRECTOR	1.00	Director	$0	$0	$0
GREGG STOHLER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL STREZESKI	DIRECTOR	1.00	Director	$0	$0	$0
JOHN TRAHAN	DIRECTOR	1.00	Director	$0	$0	$0
LUKE WACHTEL	DIRECTOR	1.00	Director	$0	$0	$0
BARRY WEIS	DIRECTOR	1.00	Director	$0	$0	$0
DON WHITE	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN WHITE	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS WHITEHURST	DIRECTOR	1.00	Director	$0	$0	$0
BRYON WIEBOLD	DIRECTOR	1.00	Director	$0	$0	$0
JEFF WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
JIM ANGEL	DIRECTOR UNTIL 07/25	1.00	Director	$0	$0	$0
CHRIS FORD	DIRECTOR UNTIL 07/25	1.00	Director	$0	$0	$0
CHRIS FREITAS	DIRECTOR UNTIL 02/25	1.00	Director	$0	$0	$0
YVONNE GLOVER	DIRECTOR UNTIL 08/25	1.00	Director	$0	$0	$0
JAMES GRIFFIN	DIRECTOR UNTIL 03/25	1.00	Director	$0	$0	$0
ISAAC HARMON	DIRECTOR UNTIL 08/25	1.00	Director	$0	$0	$0
DAVID HELGE	DIRECTOR UNTIL 03/25	1.00	Director	$0	$0	$0
LYNDON JONES	DIRECTOR UNTIL 03/25	1.00	Director	$0	$0	$0
BRYAN LANGSTON	DIRECTOR UNTIL 01/25	1.00	Director	$0	$0	$0
LARRY PARSONS	DIRECTOR UNTIL 01/25	1.00	Director	$0	$0	$0
GEORGE MUNDELL	EVP & CHIEF OPERATING OFFICER	5.00	Officer	$0	$36,060	$491,866
THOMAS MOORE	EXECUTIVE VICE PRESIDENT	5.00	Key Emp	$0	$28,080	$389,837
SERENA PORTER	DIR, MEMB & MRKG	2.00	Highest	$0	$15,246	$146,492

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$750,280	$224,117	$4,400,835	$526,163
2024	$684,180	$178,235	$3,985,283	$505,945
2023	$691,260	$215,482	$3,569,092	$475,778
2022	$572,660	$238,621	$3,422,389	$334,039
2021	$374,240	$86,337	$3,083,465	$287,903
2020	$612,760	$234,886	$2,898,232	$377,874
2019	$594,820	$263,823	$2,636,948	$330,997
2018	$501,770	$205,864	$2,287,355	$295,906

INSTITUTE FOR TRUCK TRANSPORTATION MANAGEMENT