SOCIETY OF TRIBOLOGISTS & LUBRICATION ENGINEERS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF TRIBOLOGISTS & LUBRICATION ENGINEERS (EIN 36-2041016)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-11
- IRS object ID
- 202413169349303326
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T11:40:32-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362985770 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELDEN FOX LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARKVIEW PLAZA SUITE 710 | AddressLine1Txt |
| City | OAKBROOK TERRACE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60181 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362041016 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF TRIBOLOGISTS AND LUBRICATION | BusinessNameLine1Txt |
| Business Name Line2 | ENGINEERS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 8478255536 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 BUSSE HIGHWAY | AddressLine1Txt |
| City | PARK RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600682376 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA LINTOW | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8478255536 | PhoneNum |
| Signature | 2024-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL J ROZEK | PreparerPersonNm |
| PTIN | P00542258 | PTIN |
| Phone | 6309541400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | REBECCA LINTOW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 BUSSE HIGHWAY | AddressLine1Txt |
| City | PARK RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600682376 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,811,662 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STLE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE THE SCIENCE OF TRIBOLOGY AND THE PRACTICE OF LUBRICATION ENGINEERING IN ORDER TO FOSTER INNOVATION, IMPROVE THE PERFORMANCE OF EQUIPMENT AND PRODUCTS, CONSERVE RESOURCES, AND PROTECT THE ENVIRONMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $702,286 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $7,415 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,364 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,221 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,705,616 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,824,569 | CYProgramServiceRevenueAmt |
| PY Investment Income | $232,976 | PYInvestmentIncomeAmt |
| CY Investment Income | $281,918 | CYInvestmentIncomeAmt |
| PY Other Revenue | $379,105 | PYOtherRevenueAmt |
| CY Other Revenue | $336,129 | CYOtherRevenueAmt |
| PY Total Revenue | $3,325,061 | PYTotalRevenueAmt |
| CY Total Revenue | $3,454,837 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $27,879 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,700 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,111,144 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,214,333 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,182,722 | PYOtherExpensesAmt |
| CY Other Expenses | $2,163,028 | CYOtherExpensesAmt |
| PY Total Expenses | $3,321,745 | PYTotalExpensesAmt |
| CY Total Expenses | $3,403,061 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,316 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $51,776 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,612,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,946,957 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $730,716 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $967,537 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,881,615 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,979,420 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ADVANCE THE SCIENCE OF TRIBOLOGY AND THE PRACTICE OF LUBRICATION ENGINEERING IN ORDER TO FOSTER INNOVATION, IMPROVE THE PERFORMANCE OF EQUIPMENT AND PRODUCTS, CONSERVE RESOURCES AND PROTECT THE ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,925,885 | ExpenseAmt |
| Grant | $25,700 | GrantAmt |
| Revenue | $2,478,965 | RevenueAmt |
| Desc | THE SOCIETY PROVIDES EDUCATION TO MEMBERS AND NON-MEMBERS IN THE FIELD OF LUBRICATION ENGINEERING THROUGH MONTHLY AND QUARTERLY PERIODICALS, RESEARCH PUBLICATIONS AND ANNUAL CONFERENCES. | Desc |
| Total Program Service Expenses | $2,925,885 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REBECCA LINTOW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8478255536 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 BUSSE HIGHWAY | AddressLine1Txt |
| City | PARK RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600682376 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| HONG LIANG | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACK MCKENNA | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEFFFEN BOTTS | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEVIN DELANEY | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RYAN EVANS | ||||||
| IMMEDIATE PAST PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BILL ANDERSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FARRUKH QURESHI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANGELA PITENIS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KULDEEP MISTRY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RAJ SHAH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN HARRINGTON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PETER LEE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG SACKETT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KHALID MALIK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AARON GRECO | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JASON PAPACEK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MANDI MCELWAIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN HOLTKAMP | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NICK ARGIBAY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID TURNER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN BOMIDI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RAMOUN MOURHATCH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| VASU BALA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HANNES GRILLENBERGER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELAINE HEPLEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAIRENE UY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD P SALEK | ||||||
| EXECUTIVE DIRECTOR THROUGH DECEMBER 2023 | 40.00 | Yes (X) | $215,373 | $0 | $22,505 | |
| REBECCA LINTOW | ||||||
| EXECUTIVE DIRECTOR STARTING JANUARY 2024 | 40.00 | Yes (X) | $113,659 | $0 | $31,259 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $329,032 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $53,764 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WALSWORTH PUBLISHING COMPANY | |||||
| 306 N KANSAS AVENUE | MARCELINE | MO | 64658 | PRINTING AND MAILING SERVICES | $240,685 |
| BLUE CROSS BLUE SHIELD | |||||
| 225 MICHIGAN AVENUE | CHICAGO | IL | 60601 | EMPLOYEE INSURANCE | $172,766 |
| EMERALD COMMUNICATIONS | |||||
| 3823 ROYAL PORTRUSH DRIVE | NAPERVILLE | IL | 60564 | MARKETING SERVICES | $170,429 |
| BACON-HEDLAND MANAGEMENT INC | |||||
| 1240 IROQUOIS AVENUE | NAPERVILLE | IL | 60563 | MEETINGS MANAGEMENT | $108,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $12,221 | AllOtherContributionsAmt |
| Total Contributions | $12,221 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONFERENCES | 900099 | $1,540,076 | $1,513,818 | $26,258 |
| MEMBERSHIP DUES | 900099 | $668,853 | $668,853 | |
| PERIODICALS | 513120 | $604,670 | $94,769 | $509,901 |
| WEBSITE ADVERTISING | 900099 | $10,970 | $10,970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,824,569 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,469 | TotalRevenueColumnAmt |
| Exclusion | $95,469 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,024 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,024 | UnrelatedBusinessRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,349 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,902 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$20,553 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,553 | TotalRevenueColumnAmt |
| Exclusion | -$20,553 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,483,699 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,297,250 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $186,449 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $186,449 | TotalRevenueColumnAmt |
| Exclusion | $186,449 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $21,083 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $20,673 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $410 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $410 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| EDUCATION AND CERTIFICATION | 611710 | $352,289 | $198,156 | $154,133 |
| MISCELLANEOUS | 900099 | $2,959 | $2,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $355,248 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,454,837 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,478,965 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $702,286 | UnrelatedBusinessRevenueAmt |
| Exclusion | $261,365 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,100 | TotalAmt |
| Program Services | $25,100 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600 | TotalAmt |
| Program Services | $600 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,924 | TotalAmt |
| Program Services | $221,328 | ProgramServicesAmt |
| Management And General | $115,596 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627,756 | TotalAmt |
| Program Services | $461,984 | ProgramServicesAmt |
| Management And General | $165,772 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,070 | TotalAmt |
| Program Services | $30,043 | ProgramServicesAmt |
| Management And General | $13,027 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,036 | TotalAmt |
| Program Services | $102,763 | ProgramServicesAmt |
| Management And General | $39,273 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,547 | TotalAmt |
| Program Services | $45,815 | ProgramServicesAmt |
| Management And General | $18,732 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,338 | TotalAmt |
| Program Services | $1,389 | ProgramServicesAmt |
| Management And General | $2,949 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,954 | TotalAmt |
| Program Services | $56,973 | ProgramServicesAmt |
| Management And General | $37,981 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,842 | TotalAmt |
| Program Services | $37,704 | ProgramServicesAmt |
| Management And General | $25,138 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,037 | TotalAmt |
| Management And General | $16,037 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,037 | TotalAmt |
| Program Services | $173,037 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,520 | TotalAmt |
| Program Services | $31,602 | ProgramServicesAmt |
| Management And General | $12,918 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,175 | TotalAmt |
| Program Services | $46,175 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,059 | TotalAmt |
| Program Services | $31,128 | ProgramServicesAmt |
| Management And General | $5,931 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,283 | TotalAmt |
| Management And General | $2,283 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $902,442 | TotalAmt |
| Program Services | $902,442 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,779 | TotalAmt |
| Program Services | $25,854 | ProgramServicesAmt |
| Management And General | $4,925 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,695 | TotalAmt |
| Program Services | $6,465 | ProgramServicesAmt |
| Management And General | $1,230 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PUBLICATION PRODUCTION | $489,852 | $489,852 | |
| MAINTENANCE | $70,928 | $59,580 | $11,348 |
| BOARD & EXECUTIVE COSTS | $70,406 | $70,406 | |
| EDUCATION COURSES | $46,871 | $46,871 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,810 | TotalAmt |
| Program Services | $58,774 | ProgramServicesAmt |
| Management And General | $4,036 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,403,061 | TotalAmt |
| Program Services | $2,925,885 | ProgramServicesAmt |
| Management And General | $477,176 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $523,832 | BOYAmt |
| EOY | $525,486 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,221 | BOYAmt |
| EOY | $142,508 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,803 | BOYAmt |
| EOY | $198,940 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,547 | BOYAmt |
| EOY | $110,123 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,609,660 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,152,998 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,216 | BOYAmt |
| EOY | $456,662 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,191,712 | BOYAmt |
| EOY | $3,513,238 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,612,331 | BOYAmt |
| EOY | $4,946,957 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,980 | BOYAmt |
| EOY | $494,804 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $428,736 | BOYAmt |
| EOY | $472,733 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $730,716 | BOYAmt |
| EOY | $967,537 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,881,615 | BOYAmt |
| EOY | $3,979,420 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,881,615 | BOYAmt |
| EOY | $3,979,420 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,612,331 | BOYAmt |
| EOY | $4,946,957 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $51,776 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $65,346 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$19,317 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $505,147 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $487,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $459,080 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $482,085 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $526,941 | CurrentTaxYearAmt |
| Total | $2,460,397 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $880,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,456,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,987,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,886,739 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,981,959 | CurrentTaxYearAmt |
| Total | $8,192,860 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,385,187 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,944,080 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,446,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,368,824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,508,900 | CurrentTaxYearAmt |
| Total | $10,653,257 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $10,653,257 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,510 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,683 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $122,566 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,818 | CurrentTaxYearAmt |
| Total | $462,572 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,510 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,683 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $122,566 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,818 | CurrentTaxYearAmt |
| Total | $462,572 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,208 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,905 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,391 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,194 | CurrentTaxYearAmt |
| Total | $133,211 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,886 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $233,780 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $189,129 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,959 | CurrentTaxYearAmt |
| Total | $451,358 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,553,276 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,255,275 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,747,591 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,510,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,633,871 | CurrentTaxYearAmt |
| Total | $11,700,398 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91050 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91090 | PublicSupportPY509Pct |
| Investment Income CY | 0.03950 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03640 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | GAIN ON EXTINGUISHMENT OF PPP LOAN - 2020 AMOUNT: $ 183,042. 2021 AMOUNT: $ 183,042. MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 12,886. 2020 AMOUNT: $ 50,738. 2021 AMOUNT: $ 6,087. 2022 AMOUNT: $ 12,604. 2023 AMOUNT: $ 2,959. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $143,000 | OtherCostOrOtherBasisAmt |
| Book Value | $143,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,207,074 | OtherCostOrOtherBasisAmt |
| Depreciation | $939,576 | DepreciationAmt |
| Book Value | $267,498 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $208,131 | OtherCostOrOtherBasisAmt |
| Depreciation | $188,424 | DepreciationAmt |
| Book Value | $19,707 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,455 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,998 | DepreciationAmt |
| Book Value | $26,457 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $456,662 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $3,560,441 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $65,346 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $59,575 | OtherRevenueAmt |
| Revenue Not Reported | $124,921 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,435,520 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,317 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $19,317 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,454,837 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,462,636 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $59,575 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $59,575 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,403,061 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,403,061 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 20,673. RENTAL EXPENSES 38,902. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 20,673. RENTAL EXPENSES 38,902. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 6 | $17,000 |
| AWARDS | 12 | $8,100 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STLE HAS ESTABLISHED A $15,000 PER YEAR LOCAL SECTION SCHOLARSHIP MATCHING FUND. THE MATCHING FUND POOL OF $15,000 WILL BE ALLOCATED ON A PROPORTIONAL BASIS AMONG EACH OF THE LOCAL SECTIONS FUNDING A LOCAL SCHOLARSHIP PROGRAM AND SUBMITTING A VALID APPLICATION BY THE DECEMBER 15 DEADLINE DATE. THE PROGRAM PROVIDES DOLLAR-FOR-DOLLAR MATCHING UP TO THE $15,000 LIMIT. IF MORE THAN $15,000 IN APPLICATIONS IS RECEIVED, EACH SECTION'S SHARE OF THE FUND WOULD BE REDUCED BY A PRO-RATED AMOUNT SO THAT THE TOTAL DOES NOT EXCEED $15,000. MATCHING FUNDS AWARDED TO ANY SINGLE SECTION ARE CAPPED AT $2,500 PER YEAR, REGARDLESS OF THE NUMBER OF APPLICATIONS BY THAT LOCAL SECTION. THE PROGRAM IS OPEN TO LOCAL SECTIONS WITH NEW AS WELL AS EXISTING SCHOLARSHIP PROGRAMS. FUNDS RECEIVED THROUGH THE PROGRAM SHOULD BE GIVEN TO A RECIPIENT OR RECIPIENTS IN THE YEAR THEY ARE PROVIDED. GUIDELINES: LOCAL SECTIONS RETAIN CONTROL OVER THE CHOICE OF SCHOLARSHIP RECIPIENTS AND PROGRAM ADMINISTRATION. HOWEVER, APPLICANTS ARE ASKED TO OBSERVE THE FOLLOWING GUIDELINES: 1. SCHOLARSHIP FUNDS SHOULD BE PROVIDED TO STUDENTS ENTERING OR ENROLLED IN A COLLEGE LEVEL PROGRAM WITH AN EMPHASIS ON ENGINEERING, SCIENCE AND TECHNOLOGY. 2. FUNDING REQUESTS SHOULD BE PROVIDED TO STLE HEADQUARTERS IN WRITING AND SHOULD INCLUDE A COPY OF THE WRITTEN SCHOLARSHIP CRITERIA AND APPLICATION FORM USED BY THE SECTION TO ADMINISTER ITS LOCAL PROGRAM. THE APPLICATION DEADLINE IS DECEMBER 15. 3. WHEN THE SCHOLARSHIP IS AWARDED, A CONFIRMATION REPORT SHOULD BE SENT TO STLE HEADQUARTERS STATING THE AMOUNT OF THE SCHOLARSHIP, THE DATE PRESENTED, THE RECIPIENT'S NAME AND COLLEGE OR UNIVERSITY WHERE THE RECIPIENT STUDENT IS ENROLLED. 4. IF POSSIBLE, THE SCHOLARSHIP RECIPIENT SHOULD BE ASKED TO WRITE A BRIEF REPORT TO STLE OUTLINING HIS OR HER BACKGROUND, ACADEMIC INTERESTS AND FUTURE PLANS. E. ELMER KLAUS FELLOWSHIP STLE CREATED THE E. ELMER KLAUS FELLOWSHIP TO ENCOURAGE GRADUATE STUDENTS TO PURSUE GRADUATE DEGREES OR A CAREER IN TRIBOLOGY BY PROVIDING THE OPPORTUNITY FOR THEM TO PARTICIPATE IN TRIBOLOGY RESEARCH. THE STUDENT MUST BE ENROLLED IN A GRADUATE ENGINEERING OR SCIENCE CURRICULUM AND SHOULD HAVE COMPLETED NO MORE THAN TWO YEARS BEYOND THE BACHELOR DEGREE AT THE TIME THE RESEARCH IS STARTED. THE FELLOWSHIP PROVIDES $5,000 TO EACH STUDENT AND $500 TO THE DEPARTMENT IN WHICH THE STUDENT WILL PERFORM THE RESEARCH. AT THE BEGINNING OF THE RESEARCH, $4,000 WILL BE AWARDED. THE REMAINING $1,000 IS DISTRIBUTED AFTER THE REPORT SUMMARIZING THE RESEARCH IS RECEIVED BY THE PRESIDENTIAL COUNCIL. STUDENTS WILL BE SELECTED ON THE BASIS OF GRADE POINT AVERAGE OF THE APPLICANT, RELEVANCE OF THE RESEARCH TO TRIBOLOGY, AND QUALITY OF THE PROPOSED RESEARCH EXPERIENCE. WHILE MULTIPLE FELLOWSHIPS MAY BE GIVEN IN ANY ONE YEAR, THE AWARD NEED NOT BE GIVEN ANNUALLY IF THERE IS NO RECIPIENT. E. RICHARD BOOSER SCHOLARSHIP STLE CREATED THE E. RICHARD BOOSER SCHOLARSHIP TO ENCOURAGE UNDERGRADUATE STUDENTS TO PURSUE GRADUATE DEGREES OR A CAREER IN TRIBOLOGY BY PROVIDING THE OPPORTUNITY FOR THEM TO PARTICIPATE IN TRIBOLOGY RESEARCH. THE STUDENT MUST BE ENROLLED IN AN ENGINEERING OR SCIENCE CURRICULUM AND SHOULD HAVE COMPLETED THE THIRD YEAR OF A FOUR YEAR UNDERGRADUATE PROGRAM. THE SCHOLARSHIP PROVIDES $4,000 TO EACH STUDENT AND $500 TO THE DEPARTMENT IN WHICH THE STUDENT WILL PERFORM THE RESEARCH. AT THE BEGINNING OF THE RESEARCH, $3,000 WILL BE AWARDED. THE REMAINING $1,000 IS DISTRIBUTED AFTER THE REPORT SUMMARIZING THE RESEARCH IS RECEIVED BY THE PRESIDENTIAL COUNCIL. STUDENTS WILL BE SELECTED ON THE BASIS OF GRADE POINT AVERAGE OF THE APPLICANT, RELEVANCE OF THE RESEARCH TO TRIBOLOGY, AND QUALITY OF THE PROPOSED RESEARCH EXPERIENCE. WHILE MULTIPLE SCHOLARSHIPS MAY BE GIVEN IN ANY ONE YEAR, THE AWARD NEED NOT BE GIVEN ANNUALLY IF THERE IS NO RECIPIENT. JEANIE S. MCCOY SCHOLARSHIP STLE CREATED THE JEANIE S. MCCOY SCHOLARSHIP TO RECOGNIZE A DESERVING WOMAN PURSUING AN EDUCATION IN AND A FUTURE CAREER IN TRIBOLOGY. THE APPLICANT MUST BE A FEMALE STUDENT WHO IS ENROLLED IN AN UNDERGRADUATE OR GRADUATE DEGREE PROGRAM AND IS PURSUING AN ENGINEERING OR SCIENCE DEGREE THAT WILL BE APPLICABLE TO A CAREER IN THE FIELD OF TRIBOLOGY. SELECTION IS BASED ON GRADE POINT AVERAGE (GPA) OR EQUIVALENT, LETTER OF RECOMMENDATION FROM A FACULTY ADVISOR OR EDUCATOR, AND QUALITY OF A SUBMITTED ESSAY FOR PUBLICATION IN TLT MAGAZINE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD P SALEK | PersonNm |
| Title | EXECUTIVE DIRECTOR THROUGH DECEMBER | TitleTxt |
| Base Compensation Filing Org | $215,373 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $13,081 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,424 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $237,878 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP INCLUDES INDIVIDUALS AND ORGANIZATIONS THAT MEET CERTAIN CRITERIA AS DESCRIBED IN THE SOCIETY'S CONSTITUTION AND BYLAWS. IN ADDITION TO REGULAR MEMBERSHIP, THE SOCIETY HAS SPECIAL MEMBERSHIP CLASSES AS FOLLOWS: 1. ASSOCIATE MEMBERS - ASSOCIATE MEMBERSHIP MAY BE GRANTED TO ANY INDIVIDUAL WHOSE ACTIVITIES AND INTERESTS ARE CONSISTENT WITH THE REQUIREMENTS FOR MEMBERSHIP, BUT WHO DOES NOT OTHERWISE QUALIFY AS A MEMBER. 2. STUDENT MEMBERS - STUDENT MEMBERSHIP MAY BE GRANTED TO ANY INDIVIDUAL MAJORING IN PHYSICS, CHEMISTRY, ENGINEERING OR OTHER RELATED TECHNICAL OR SCIENTIFIC DISCIPLINES AND REGULARLY MATRICULATED IN A FULL-TIME UNDERGRADUATE PROGRAM OR GRADUATE PROGRAM IN AN ACCREDITED ACADEMIC INSTITUTION. 3. HONORARY MEMBERS - HONORARY MEMBERSHIP MAY BE GRANTED TO ANY INDIVIDUAL WHO, ACCORDING TO THE BOARD OF DIRECTORS, HAS MADE EXCEPTIONAL ACHIEVEMENTS IN SCIENCE OR RENDERED UNUSUALLY IMPORTANT SERVICE TO THE SOCIETY OR THE PROFESSION IN TERMS OF THE PRACTICAL DEVELOPMENT, APPLICATION, OR THEORETICAL BASIS OF ANY BRANCH OF THE FIELDS OF TRIBOLOGY OR LUBRICATION ENGINEERING. 4. LIFE MEMBERS - LIFE MEMBERSHIP MAY BE GRANTED TO ANY INDIVIDUAL WHO IS: (I) 65 YEARS OF AGE AND HAS BEEN A PAID MEMBER FOR A MINIMUM OF THIRTY (30) YEARS; OR (II) A RETIRED MEMBER, DEFINED AS SOMEONE WHO HAS RETIRED FROM REGULAR WORK AND HAS BEEN A PAID MEMBER FOR A MINIMUM OF TWENTY-FIVE (25) YEARS, WHO HAS NOT YET REACHED QUALIFICATIONS FOR LIFE MEMBERSHIP; OR (III) A PAST PRESIDENT OF THE SOCIETY. INDIVIDUALS WHOSE LIFE MEMBERSHIP WAS GRANTED UNDER THE SOCIETY'S FORMER CONSTITUTIONS SHALL NOT HAVE SUCH MEMBERSHIP REVOKED ON THE BASIS OF A CHANGE IN ELIGIBILITY CRITERIA FOR THE CATEGORY. 5. CORPORATE MEMBERS - CORPORATE MEMBERSHIP MAY BE GRANTED TO ANY ORGANIZATION, INCLUDING ACADEMIC INSTITUTION, WHICH: (I) HAS ACTIVITIES AND/OR INTERESTS, EITHER THROUGH ITS BUSINESS OR EMPLOYEES, THAT INVOLVE IT IN THE FIELDS OF TRIBOLOGY OR LUBRICATION ENGINEERING; AND (II) DESIRES TO PARTICIPATE IN THE PROMOTION OF THE PURPOSES OF THE SOCIETY. ORGANIZATIONS MAY BE LIMITED IN THE NUMBER OF CORPORATE MEMBERS THEY ARE ALLOWED. A CORPORATE MEMBER SHALL DESIGNATE ONE OF ITS EMPLOYEES, WHO QUALIFIES AS A MEMBER OR ASSOCIATE MEMBER, TO BE ITS OFFICIAL REPRESENTATIVE IN THE SOCIETY, AND SUCH CORPORATE MEMBER REPRESENTATIVE SHALL HAVE ALL THE RIGHTS AND DUTIES OF A MEMBER. 6. FELLOW MEMBERS - FELLOW MEMBERSHIP MAY BE GRANTED TO ANY INDIVIDUAL WHO, ACCORDING TO THE SOCIETY'S FELLOWS COMMITTEE, HAS DEMONSTRATED OUTSTANDING PERSONAL ACHIEVEMENT IN THE FIELD OF TRIBOLOGY OR LUBRICATION ENGINEERING, HAS BEEN ENGAGED IN ACTIVE PRACTICE IN A SCIENCE AND/OR ENGINEERING PROFESSION FOR A MINIMUM OF TWENTY (20) YEARS, AND HAS BEEN A MEMBER FOR A MINIMUM OF TEN (10) YEARS. REGULAR MEMBERS, HONORARY MEMBERS, LIFE MEMBERS, CORPORATE MEMBER REPRESENTATIVES, AND FELLOW MEMBERS IN GOOD STANDING ARE ENTITLED TO VOTE, HOLD OFFICE, CHAIR AND SERVE ON COMMITTEES, AND ATTEND THE MEMBERSHIP MEETINGS, EDUCATIONAL MEETINGS AND SOCIAL FUNCTIONS OF THE SOCIETY. ASSOCIATE MEMBERS AND STUDENT MEMBERS MAY SERVE ON COMMITTEES AND ATTEND THE MEMBERSHIP MEETINGS, EDUCATIONAL MEETINGS, AND SOCIAL FUNCTIONS OF THE SOCIETY, BUT ARE NOT ENTITLED TO VOTE, HOLD OFFICE OR SERVE AS COMMITTEE CHAIRPERSONS. |
| FORM 990, PART VI, SECTION A, LINE 7A | REGULAR MEMBERS, HONORARY MEMBERS, LIFE MEMBERS, CORPORATE MEMBER REPRESENTATIVES, AND FELLOW MEMBERS IN GOOD STANDING ARE ENTITLED TO VOTE ON MATTERS SUBMITTED TO A VOTE OF THE MEMBERSHIP. THE VOTING MEMBERS ELECT THE DIRECTORS-AT-LARGE. |
| FORM 990, PART VI, SECTION B, LINE 11B | AT LEAST ONE WEEK PRIOR TO FILING THE RETURN, A COPY OF THE COMPLETED FORM 990 WITH ALL REQUIRED SCHEDULES IS POSTED IN A SECURED LOCATION ON THE SOCIETY'S WEBSITE. EACH MEMBER OF THE BOARD OF DIRECTORS HAS ACCESS TO THIS SITE AND IS INFORMED THAT THE FORM IS AVAILABLE FOR THEIR REVIEW. PRIOR TO THE FORM 990 BEING MADE AVAILABLE FOR BOARD MEMBERS' REVIEW, THE FORM IS CLOSELY REVIEWED BY BOTH THE EXECUTIVE DIRECTOR AND THE TREASURER. THIS REVIEW INCLUDES A CONFERENCE WITH A MEMBER OF THE ACCOUNTING FIRM THAT PREPARED THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY INDIVIDUAL INVOLVED IN A SOCIETY ACTIVITY OR DECISION-MAKING PROCESS MUST COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY AND SUBMIT THE FORM TO THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH THIS POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PROCESS TO DETERMINE AND REVIEW COMPENSATION OCCURS ANNUALLY. THE EXECUTIVE COMMITTEE (CONSISTING OF THE PRESIDENT, VICE PRESIDENT, IMMEDIATE PAST PRESIDENT, TREASURER AND SECRETARY) DETERMINES THE EXECUTIVE DIRECTOR'S SALARY. THEY EVALUATE PERFORMANCE, UTILIZE INDUSTRY DATA REGARDING SALARIES PAID TO EXECUTIVE DIRECTORS, AND COMPARE RESULTS TO THE FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND MEMBER CONDUCT POLICIES ARE AVAILABLE ON WEBSITE, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |