2024-09-24T11:06:09-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990EZ 2023-01-01 264464937 INDEPENDENT LUBRICANT MANUFACTURERS ASSOCIATION FOUNDATION INDE 7036845574 675 N WASHINGTON STREET 275 ALEXANDRIA VA 223142374 HOLLY ALFANO CHIEF EXECUTIVE OFFICER 7036845574 2024-09-23 1 1 ROBERT WILLIAMS P01345960 5712279500 2024-09-23 2023 2024-08-08 14:25:15Z X WWW.ILMA.ORG/FOUNDATION X X 149852 X 149852 149852 88500 22667 493 111660 38192 407766 9450 455408 X 266539 332310 141227 132372 407766 464682 0 9274 407766 455408 X TO ADMINISTER A SCHOLARSHIP PROGRAM TO ASSIST STUDENTS TO ACHIEVE THEIR EDUCATIONAL GOALS WITH FINANCIAL ASSISTANCE; TO PROMOTE HIGH ETHICAL STANDARDS AND CONDUCT IN THE LUBRICANTS INDUSTRY. SCHOLARSHIP FUND: TO RECEIVE CONTRIBUTIONS FROM ASSOCIATION MEMBERS TO DISTRIBUTE TO STUDENTS WHO HAVE BEEN APPROVED AND AWARDED SCHOLARSHIPS. 88500 88500 88500 X JARRETT FLEGEL CHAIR 1.00 0 0 0 RICHARD CAMPER TREASURER (THRU 10/23) 1.00 0 0 0 MIKE DAMIANI SECRETARY 1.00 0 0 0 BETH ANN JONES DIRECTOR 1.00 0 0 0 BARBARA BELLANTI DIRECTOR 1.00 0 0 0 CHUCK DECKER DIRECTOR 1.00 0 0 0 TOM SCHROEDER DIRECTOR 1.00 0 0 0 BARBARA KUDIS DIRECTOR 1.00 0 0 0 GABE RHOADS DIRECTOR 1.00 0 0 0 JEFF THOMPSON DIRECTOR 1.00 0 0 0 GLENN MAZZAMARO DIRECTOR 1.00 0 0 0 LEANNE CLELAND DIRECTOR 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET SMITH 675 NORTH WASHINGTON STREET SUITE 275 ALEXANDRIA VA 22314 7036845574 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X X X 1 INDEPENDENT LUBRICANT MANUFACTURERS ASSOCIATION 440554072 10 1 88500 0 1 88500 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 2: THE SUPPORTED ORGANIZATION IS NOT DESCRIBED IN 509(A)(1) OR (2). SEE EXPLANATION FOR LINE 3 BELOW. PART IV, SECTION B, LINE 2: THE FOUNDATION IS DEDICATED TO ADMINISTER A SCHOLARSHIP PROGRAM TO ASSIST HELPING STUDENTS ACHIEVE THEIR EDUCATIONAL GOALS WITH FINANCIAL ASSISTANCE; TO PROMOTE HIGH ETHICAL STANDARDS AND CONDUCT IN THE LUBRICANTS INDUSTRY. THE FOUNDATION'S SCHOLARHIP PROGRAM SUPPORTS AND PROMOTES EDUCATIONAL AND RESEARCH ACTIVITIES RELATED TO LUBRICANTS INDUSTRY, CONSISTENT WITH THE MISSION OF THE SUPPORTED ORGANIZATION, ILMA. PART IV, SECTION A, LINE 3B: THE FOUNDATION'S SUPPORTED ORGANIZATION, AS IDENTIFIED IN ITS BY-LAWS AND FORM 1023, IS THE INDEPENDENT LUBRICANT MANUFACTURERS ASSOCIATION ("ILMA"). ILMA IS A PUBLICLY-SUPPORTED 501(C)(6) ORGANIZATION FOR AT LEAST THE LAST FIVE TAX YEARS. ILMA'S MEMBERSHIP TOTALS WERE THE FOLLOWING FOR THE PAST FIVE YEARS: 2023 - 357 2022 - 350 2021 - 330 2020 - 344 2019 - 364 ILMA ESTIMATES THAT THERE ARE AT LEAST 11,525 PEOPLE DIRECTLY EMPLOYED BY ITS MANUFACTURING MEMBERS AND THAT EMPLOYEMENT IN THE OVERALL LUBRICANTS INDUSTRY EXCEEDS 40,000. ILMA DOES NOT HAVE ANY "DISQUALIFIED PERSON AND, THEREFORE, DID NOT RECEIVE ANY AMOUNT FROM A DISQUALIFIED PERSON IN THE LAST FIVE TAX YEARS. IN DETERMINING WHETHER ILMA HAS EXCESS CONTRBUTORS, IT TOOK INTO ACCOUNT THE NAME OF EACH PAYER (OTHER THAN A DISQUALIFIED PERSON), WHO MADE A PAYMENT OF MORE THAN $5,000 OR MORE IN THE LAST FIVE TAX YEARS. THE ORGANIZATION HAS CALCULATED THE PUBLIC SUPPORT TEST OF SECTION 509(A)(2) FOR ITS SUPPORTED ORGANIZATION, ILMA. THE PUBLIC SUPPORT PERCENTAGE FOR 2019-2023 IS 92.55% PART IV, SECTION A, LINE 3C: THE FOUNDATION DOES NOT MAKE GIFTS, GRANTS, DONATION, CONTRIBUTIONS, TRANSFERS, OR OTHER PAYMENTS TO ILMA (OTHER THAN EXPENSE ALLOCATIONS AND REIMBURSEMENTS). THE FOUNDATION SUPPORTS ILMA BY, AMONG OTHER THINGS, CONDUCTING AND MONITORING THE ACTIVITIES OF THE SCHOLARSHIP FUND. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP FUND. GRANTEE NAME: STUDENTS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 88,500. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: LICENSE & REGISTRATION FEES. AMOUNT: 25. DESCRIPTION: BANK FEES. AMOUNT: 468. TOTAL TO FORM 990-EZ, LINE 16: 493. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAIN ON INVESTMENT. AMOUNT: 9,450. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 87,466. END OF YEAR AMOUNT: 69,162. DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 53,761. END OF YEAR AMOUNT: 63,210. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 9,274. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.