2024-12-23T08:32:39-06:00 2024-06-30 251390233 WESSEL & COMPANY 215 MAIN STREET JOHNSTOWN PA 15901 990 2023-07-01 237245140 INTERNATIONAL INSTITUTE OF AMMONIA REFRIGERATION INTE 7033124200 1001 N FAIRFAX STREET SUITE 503 ALEXANDRIA VA 22314 GARY SCHRIFT PRESIDENT 7033124200 2024-12-23 1 0 MICHAEL V LAMB CPA P01350175 8145367864 2024-12-18 2023 2024-10-15 13:58:12Z INTERNATIONAL INSTITUTE OF ALL-NATURAL REFRIGERATION GARY SCHRIFT 1001 N FAIRFAX STREET SUITE 503 ALEXANDRIA VA 22314 5393409 0 X WWW.IIAR.ORG X 1971 IL PROVIDING ADVOCACY, EDUCATION, STANDARDS, AND INFORMATION FOR THE BENEFIT OF THE NATURAL REFRIGERATION INDUSTRY. 21 21 10 26 159235 0 226000 241000 4363872 4700074 62518 224581 132501 227754 4784891 5393409 0 0 0 0 1652140 2039539 0 0 0 2584189 2860879 4236329 4900418 548562 492991 6413049 7482116 1093691 1501583 5319358 5980533 X IIAR IS AN ORGANIZATION PROVIDING ADVOCACY, EDUCATION, STANDARDS, AND INFORMATION FOR THE BENEFIT OF THE NATURAL REFRIGERATION INDUSTRY WORLDWIDE. 0 0 SPONSORED AN INTERNATIONAL CONFERENCE AND TRADE SHOW THAT FACILITATES THE EXCHANGE AND DISSEMINATION OF INFORMATION ABOUT THE SAFE USE OF AMMONIA AND OTHER NATURAL COMPOUNDS AS A REFRIGERANT: 1,700 ATTENDEES (ANNUAL MEETING). ADVOCATE THE SAFE USE OF AMMONIA AND OTHER NATURAL REFRIGERANTS WITH INDUSTRY, CODE OFFICIALS, REGULATORS, LEGISLATORS AND THE PUBLIC: SPONSOR CODE SEMINARS FOR FIRE AND EMERGENCY RESPONDERS, PROPOSE CHANGES TO CODES/STANDARDS AND PARTICIPATE IN CODE MEETINGS, PARTICIPATE IN HOMELAND SECURITY ACTIVITIES FOR CHEMICAL FACILITIES, ETC. DEVELOPED EDUCATIONAL AND TRAINING PROGRAMS FOR THOSE WHO USE AMMONIA AND OTHER NATURAL REFRIGERATION TECHNOLOGY. IIAR WORKS IN COLLABORATION WITH IIAR MEMBER COMPANIES OVERSEAS IN ORGANIZING EDUCATIONAL SEMINARS THAT FACILITATE THE EXCHANGE AND DISSEMINATION OF INFORMATION ABOUT THE SAFE AND EFFICIENT USE OF AMMONIA AND OTHER NATURAL REFRIGERANTS. IIAR MEMBER COMPANIES VOLUNTEERING FOR THE ROLE OF "MAIN LOCAL ORGANIZER" IN THEIR RESPECTIVE COUNTRIES HANDLE ALL THE FINANCES OF THE EVENTS IN THE HOST COUNTRIES. THE FINANCIAL INVOLVEMENT OF IIAR IN THE US HAS BEEN LIMITED TO PAYING FOR THE TIME AND TRAVEL OF IIAR STAFF INVOLVED IN THE EVENTS. 0 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 13 0 1 10 1 1 1 0 0 0 1 1 0 0 0 X 21 21 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 VA X GARY SCHRIFT 7033124200 1001 NORTH FAIRFAX STREET SUITE 503 ALEXANDRIA VA 22314 CHARLES TAYLOR DIRECTOR (TO 3/2023) 0.30 X 0 0 0 JEFF SUTTON DIRECTOR (TO 3/2027) 0.30 2.00 X 0 0 0 SAMIR SHAH DIRECTOR (TO 3/2023) 0.30 X 0 0 0 DOUG SCOTT DIRECTOR (TO 3/2026) 0.30 X 0 0 0 LESLEY SCHAFER DIRECTOR (TO 3/2025) 0.30 X 0 0 0 JOE PILLIS DIRECTOR (FROM 3/2023) 0.30 X 0 0 0 NICK NECHAY DIRECTOR (TO 3/2026) 0.30 X 0 0 0 MICHAEL J LYNCH DIRECTOR (TO 3/2025) 0.30 X 0 0 0 KURT LIEBENDORFER DIRECTOR (FROM 3/2023) 0.30 X 0 0 0 TODD JEKEL DIRECTOR (TO 3/2027) 0.30 X 0 0 0 GLEN HERON DIRECTOR (FROM 3/2023) 0.30 X 0 0 0 MAXMINE GIROT DIRECTOR (TO 3/2027) 0.30 X 0 0 0 MIGUEL GARRIDO DIRECTOR (TO 3/2025) 0.30 X 0 0 0 DON FAUST DIRECTOR (TO 3/2026) 0.30 X 0 0 0 JOE FAZZARI DIRECTOR (TO 3/2025) 0.30 X 0 0 0 JEANNA EMMONS TREASURER 0.30 X 0 0 0 DAVID BLACKHURST DIRECTOR (FROM 3/2023) 0.30 X 0 0 0 MARK BAZIS JR DIRECTOR (TO 3/2027) 0.30 X 0 0 0 JIM ADLER DIRECTOR (TO 3/2024) 0.30 X 0 0 0 WAYNE WEHBER VICE CHAIR 0.30 X X 0 0 0 MICHAEL MCGINNIS CHAIR-ELECT 0.30 X X 0 0 0 JEFFREY CARTER CHAIR-ELECT 0.30 X X 0 0 0 ERIC S JOHNSTON IMMEDIATE PAST CHAIR (TO 3/2023) 0.30 2.00 X X 0 0 0 DAVE MALINAUSKAS CHAIR 0.30 2.00 X X 0 0 0 TREVOR HEGG IMMEDIATE PAST CHAIR (FROM 3/2023) 0.30 2.00 X X 0 0 0 ALEXANDER VERGARA DIRECTOR (TO 3/2027) 0.30 X 0 0 0 GARY SCHRIFT PRESIDENT 40.00 2.00 X 335287 0 39520 EDWARD SAINATO DIRECTOR OF EDUCATION 40.00 X 109143 0 0 YESENIA RIVERA RECTOR INTERNATIONAL DIRECTOR 40.00 X 125098 0 0 TONY LUNDELL DIRECTOR OF SAFETY AND STANDARDS 40.00 X 192903 0 8889 ERIC SMITH VICE PRESIDENT TECHNICAL DIRECTOR 40.00 X 220887 0 41957 MICHAEL CHAPMAN DIRECTOR OF BUSINESS 40.00 2.00 X 178646 0 33365 1161964 0 123731 5 0 1 0 ROSEN SHINGLE CREEK 9939 UNIVERSAL BOULEVARD ORLANDO FL 32819 EVENT SERVICES 697294 SMITH BUCKLIN CORPORATION 8318 SOLUTIONS CENTER CHICAGO IL 60677 EVENT SERVICES 174298 ANDRETTI INDOOR KARTING AND GAMES ORLAND 9299 UNIVERSAL BOULEVARD ORLANDO FL 32819 EVENT SERVICES 156731 VAULT CONSULTING LLC 8401 GREENSBORO DRIVE SUITE 500 MCCLEAN VA 22102 ACCOUNTING SERVICES 155658 DATA IMPACT SOLUTIONS LLC 42438 LONGACRE DRIVE CHANTILLY VA 20152 TECHNOLOGY SUPPORT SERVICES 114377 4 241000 241000 ANNUAL CONFERENCE 900099 2632168 2632168 MEMBERSHIP DUES 900099 1672196 1672196 EDUCATION TRAINING AND EXAMS 900099 176643 176643 PUBLICATION INCOME 513120 168711 9476 159235 VIDEO INCOME 900099 21156 21156 29200 29200 4700074 224581 224581 227754 227754 5393409 2361006 159235 2632168 364568 1302609 68356 198339 105667 3311 184755 11674 146872 33885 130720 244500 50724 90810 1572002 58771 24403 CONDENSER NEWSLETTER 143500 MEMBER DEVELOPMENT 58606 DUES AND SUBSCRIPTIONS 10379 VIDEO DEVELOPMENT 1557 94410 4900418 966382 1755776 1701820 1148781 116414 166396 38313 79205 44717 1904740 1297539 654098 607201 2856817 3759245 6413049 7482116 220424 164896 825381 1242747 47886 93940 1093691 1501583 X 5319358 5980533 5319358 5980533 6413049 7482116 492991 168184 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1291300 714066 577234 420408 403238 17170 193032 180235 12797 607201 INVESTMENTS 3759245 C 3759245 DUE TO NATIONAL REFRIGERATION FOUNDATION 93940 93940 X 5549919 156510 156510 5393409 0 5393409 4888744 0 4888744 11674 11674 4900418 PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT BOTH THE INSTITUTE AND THE FOUNDATION HAVE MAINTAINED THEIR EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024 AND 2023. PART X, LINE 2 MANAGEMENT HAS CONCLUDED THAT BOTH THE INSTITUTE AND THE FOUNDATION HAVE MAINTAINED THEIR EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024 AND 2023. NORTH AMERICA 0 1 PROGRAM SERVICES SPEAKING ENGAGEMENT 16704 SOUTH AMERICA 0 1 PROGRAM SERVICES CONSULTING - LATIN AMERICA ADMINISTRATOR 54582 0 2 0 0 0 2 71286 0 71286 0 0 0 0 0 0 X 1 1 X X 0 0 0 GARY SCHRIFT PRESIDENT 335287 0 0 0 0 0 0 0 39520 0 374807 0 0 0 ERIC SMITH VICE PRESIDENT TECHNICAL DIRECTOR 220887 0 0 0 0 0 0 0 41957 0 262844 0 0 0 MICHAEL CHAPMAN DIRECTOR OF BUSINESS 178646 0 0 0 0 0 0 0 33365 0 212011 0 0 0 TONY LUNDELL DIRECTOR OF SAFETY AND STANDARDS 192903 0 0 0 0 0 0 0 8889 0 201792 0 0 0 PART I, LINE 1A AT MAJOR MEETINGS, THE PRESIDENT'S SPOUSE IS EXPECTED TO ATTEND TO ACT AS AN AMBASSADOR AND INTERACT WITH THE BOARD MEMBERS, IIAR MEMBERS, AS WELL AS BOTH GROUPS' SPOUSES/GUESTS, THE AMOUNTS RELATED TO SPOUSAL TRAVEL IS NOT CONSIDERED TAXABLE INCOME BY THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. THE REGULAR MEMBERS OF THE IIAR ARE THE CORPORATE REPRESENTATIVES. THE ASSOCIATE MEMBERS ARE THOSE THAT WORK FOR THAT SAME CORPORATION BUT DO NOT HAVE A VOTE. INDIVIDUAL MEMBERSHIP IS AVAILABLE TO RETIREES, ACADEMICS, CONSULTANTS AND OTHERS WHO ARE SELF EMPLOYEED. ALL THESE INDIVIDUAL MEMBERS ARE ALSO VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A REGULAR MEMBERS AND INDIVIDUAL MEMBERS OF THE CORPORATION ARE ALLOWED TO ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS VOTE ON CHANGES TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT RETURN WILL BE PROVIDED TO THE CHAIRMAN, CHAIR ELECT, VICE CHAIR, TREASURER, AND PRESIDENT FOR REVIEW BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING THE BOARD MEMBERS, COMMITTEE CHAIRS, AND COMMITTEE MEMBERS TO COMPLETE A CONFLICT OF INTEREST SURVEY THAT IS ELECTRONICALLY SUBMITTED TO THE BUSINESS OPERATIONS DIRECTOR. THESE SURVEYS ARE MAINTAINED IN A SHARED DRIVE THAT ALLOWS THE PRESIDENT TO REVIEW AND CONFIRM ANY POTENTIAL CONFLICTS INVOLVING A VOTING MEMBER OF THE GOVERNING BODY. SHOULD A CONFLICT ARISE DURING THEIR TERM ON THE BOARD THEY WOULD BE GIVEN AN OPPORTUNITY TO RECTIFY THE CONFLICT OR BE TERMINATED AS A BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE OFFICERS OF THE BOARD OF DIRECTORS DETERMINE THE PRESIDENTS ANNUAL SALARY. THE MOST RECENT REVIEW WAS IN MAY 2023, AND THE RESULT WAS COMMUNICATED TO THE PRESIDENT AND THE ACCOUNTANT BY THE IIAR CHAIR OF THE BOARD. THE EXECUTIVE OFFICERS OF THE BOARD, ALONG WITH THE PRESIDENT, REVIEWED THE COMPENSATION OF OTHER KEY AND HIGHLY COMPENSATED EMPLOYEES COMPARED TO THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES ANNUAL COMPENSATION SCHEDULE AND OTHER PUBLIC SOURCES. THE EXECUTIVE OFFICERS (EXCOM) OF THE IIAR BOARD MAINTAIN THE ROLE OF A COMPENSATION COMMITTEE FOR SALARY AND BENEFIT OVERSIGHT FOR KEY IIAR EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. THE REGULAR MEMBERS OF THE IIAR ARE THE CORPORATE REPRESENTATIVES. THE ASSOCIATE MEMBERS ARE THOSE THAT WORK FOR THAT SAME CORPORATION BUT DO NOT HAVE A VOTE. INDIVIDUAL MEMBERSHIP IS AVAILABLE TO RETIREES, ACADEMICS, CONSULTANTS, AND OTHERS WHO ARE SELF-EMPLOYED. ALL THESE INDIVIDUAL MEMBERS ARE ALSO VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A REGULAR MEMBERS AND INDIVIDUAL MEMBERS OF THE CORPORATION ARE ALLOWED TO ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS VOTE ON CHANGES TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT RETURN WILL BE PROVIDED TO THE CHAIRMAN, CHAIR ELECT, VICE CHAIR, TREASURER, AND PRESIDENT FOR REVIEW BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING THE BOARD MEMBERS, COMMITTEE CHAIRS, AND COMMITTEE MEMBERS TO COMPLETE A CONFLICT OF INTEREST SURVEY THAT IS ELECTRONICALLY SUBMITTED TO THE BUSINESS OPERATIONS DIRECTOR. THESE SURVEYS ARE MAINTAINED IN A SHARED DRIVE THAT ALLOWS THE PRESIDENT TO REVIEW AND CONFIRM ANY POTENTIAL CONFLICTS INVOLVING A VOTING MEMBER OF THE GOVERNING BODY. SHOULD A CONFLICT ARISE DURING THEIR TERM ON THE BOARD, THEY WOULD BE GIVEN AN OPPORTUNITY TO RECTIFY THE CONFLICT OR BE TERMINATED AS A BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE OFFICERS OF THE BOARD OF DIRECTORS DETERMINE THE PRESIDENT'S ANNUAL SALARY. THE MOST RECENT REVIEW WAS IN MAY 2023, AND THE RESULT WAS COMMUNICATED TO THE PRESIDENT AND THE ACCOUNTANT BY THE IIAR CHAIR OF THE BOARD. THE EXECUTIVE OFFICERS OF THE BOARD, ALONG WITH THE PRESIDENT, REVIEWED THE COMPENSATION OF OTHER KEY AND HIGHLY COMPENSATED EMPLOYEES COMPARED TO THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES ANNUAL COMPENSATION SCHEDULE AND OTHER PUBLIC SOURCES. THE EXECUTIVE OFFICERS (EXCOM) OF THE IIAR BOARD MAINTAIN THE ROLE OF A COMPENSATION COMMITTEE FOR SALARY AND BENEFIT OVERSIGHT FOR KEY IIAR EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES THEIR GOVERNING FOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 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