2024-05-15T11:36:39-05:00 2023-06-30 481243147 CHRISTOPHER J CLAIR CPA PA 6409 GLADSTONE DRIVE SHAWNEE KS 66218 990EZ 2022-07-01 311359197 SOCIETY FOR MAINTENANCE AND RELIABILITY PROFESSIONALS FOUNDATION SOCI 8009507354 529 14TH ST NW STE 1280 WASHINGTON DC 20045 ERIN ERICKSON EXECUTIVE DIRECTOR 8009507354 2024-05-15 1 ERIN ERICKSON 999009999 0 CHRISTOPHER J CLAIR P00218187 9132442521 2024-05-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X www.smrp.org/foundation.html X X 82034 X 58434 19470 4130 82034 18000 63884 1586 83470 -1436 132591 2995 134150 X 131444 141853 1205 180 132649 142033 58 7883 132591 134150 X TO CULTIVATE THE DEVELOPMENT OF MANINTENANCE AND RELIABILITY (M&R) PROFESSIONALS. BODY OF KNOWLEDGE -- PUBLICATIONS, PROJECTS AND COMMUNICATIONS DESIGNED TO INFORM MEMBERS OF ACCOMPLISHMENTS OF SMRP, NEW DEVELOPMENTS, BENCHMARKING AND BEST PRACTICES 18000 83470 83470 RICK BALDRIDGE CHAIR 1.00 0 0 0 STEVE BRAGG VICE CHAIR 1.00 0 0 0 ADRIAN MESSER TREASURER 1.00 0 0 0 DAN ANDERSON SECRETARY 1.00 0 0 0 PAUL CASTO PAST CHAIR 1.00 0 0 0 ERIN ERICKSON EXECUTIVE DIRECTOR 5.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IL KELLEN COMPANY 529 14TH ST NW STE 1280 WASHINGTON DC 20045 8009507354 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 58684 63541 38613 56496 58434 275768 58684 63541 38613 56496 58434 275768 241281 34487 1823 2695 2436 2361 612 9927 285695 0.12070 0.11870 X THE SOCIETY OF MAINTENANCE AND RELIABILITY PROFESSIONALS FOUNDATION (SMRPF) IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT AND FUNDING ON A CONTINUOUS BASIS. THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE FUNDRAISING PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. PART OF SMRPF'S FUNDRAISING PROGRAM INCLUDES EMAIL AND ONLINE SOLICITATION, HELPED TO BRING IN NEARLY $80,000 IN PUBLIC SUPPORT IN FYE 2023 AND APPROX $80,000 SUPPORT IN FYE 2022. THE ONGOING FUNDRAISING EFFORTS ARE EXPECTED TO FURTHER RAISE THE PUBLIC SUPPORT PERCENTAGE IN FUTURE YEARS. ITS CURRENT SOURCES OF SUPPORT INCLUDE A VARIETY OF BUSINESSES AND INDIVIDUALS.ON THE SMRPF WEBSITE, THE ORGANIZATION HAS AN ABUNDANCE OF INFORMATION ON WHY ONE SHOULD CONTRIBUTE TO THE ORGANIZATION, AS WELL AS THE ABILITY TO DO SO AND EVEN START A LOCAL CHAPTER. THE FOUNDATION CONTINUES TO STRENGTHEN ITS OUTREACH FOR CONTRIBUTIONS FROM THE PUBLIC AND CURRENT MEMBERS.PUBLIC SUPPORT IS CRUCIAL TO THE VIABILITY AND LONG-TERM FUTURE OF THE FOUNDATION.AS ILLUSTRATED IN THE PROGRAM ACTIVITIES IN THE FORM 990 EZ, THE ORGANIZATION'S PROGRAM SERVICES DIRECTLY BENEFIT THE GENERAL PUBLIC ON A CONTINUING BASIS. SMRPF REGULARLY EDUCATES AND PROVIDES NEWS, INFORMATION AND BEST PRACTICES WITH THE GOAL TO DEVELOP AND PROMOTE EXCELLENCE IN MAINTENANCE, RELIABILITY AND PHYSICAL ASSET MANAGEMENT.FINALLY, THE ORGANIZATION'S GOVERNING BODY REPRESENTS THE BROAD INTEREST OF THE PUBLIC, WITH NO ONE INDIVIDUAL OR GROUP OF INDIVIDUALS HAVING UNDUE CONTROL OR INFLUENCE OVER THE ORGANIZATION'S FUNDING OR AFFAIRS. THE BOARD MEMBERS BRING IMPORTANT SKILL SETS, PASSION AND QUALIFICATIONS TO THEIR INDUSTRIES AND THIS ORGANIZATION. ALL WORK TOGETHER TO MAKE THE VISION OF THE ORGANIZATION COME TO FRUITION.SMRPF QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS AND CIRCUMSTANCES TEST SET FORTH IN TREAS. REG. 1.170A-9(f)(3). THE ORGANIZATION'S PUBLIC SUPPORT FAR EXCEEDED THE 10 PERCENT THRESHOLD FOR PUBLIC CHARITIES. FURTHERMORE, THE ORGANIZATION'S ONGOING FUNDRAISING EFFORTS, ITS SOURCES OF SUPPORT, ITS GOVERNING BODY AND THE PROGRAMS IT CONDUCTS ALL DEMONSTRATE SUFFICIENT PUBLIC SUPPORT TO MEET THE FACTS AND CIRCUMSTANCES TEST.BASED UPON ALL OF THE ABOVE, THE "FACTS AND CIRCUMSTANCES" SUBSTANTIATE THAT SMRPF CONTINUES TO OPERATE AS A PUBLIC CHARITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Form 990-EZ, Part I, Line 4 - Other Investment Income Description: INTEREST & DIVIDEND INCOME. Amount: 4130. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: LEGACY OF EXCELLENCE SCHOLARSHIP. Grantee Name: SCHOOL OF MINES & TECHNOLOGY. Grantee Relationship: NONE. Property Description: CASH. Date of Gift: 10/10/22. Amount Given: 10000. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: D&J SCHOLARSHIP. Grantee Name: THE PENNSYLVANIA STATE UNIVERSITY. Grantee Relationship: NONE. Property Description: CASH. Date of Gift: 10/09/22. Amount Given: 4000. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: SCHOLARSHIP. Grantee Name: ALBERTA OFFICE OF THE REGISTRAR. Grantee Relationship: NONE. Property Description: CASH. Date of Gift: 10/16/22. Amount Given: 2000. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: HIGHER STANDARDS SCHOLARSHIP. Grantee Name: UNIVERSITY OF SOUTH ALABAMA. Grantee Relationship: NONE. Property Description: CASH. Date of Gift: 10/17/22. Amount Given: 2000. Total included on Form 990-EZ, line 10: 18000. Form 990-EZ, Part I, Line 16 - Other Expenses Description: BANK/CREDIT CARD FEES. Amount: 881. Description: INSURANCE. Amount: 188. Description: INVESTMENT FEES. Amount: 457. Description: MISCELLANEOUS. Amount: 60. Total to Form 990-EZ, line 16: 1586. Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets Description: UNREALIZED GAIN ON INVESTMENTS. Amount: 2995. Form 990-EZ, Part II, Line 24 - Other Assets Description: DUE FROM RELATED PARTY. Beg. of Year Amount: 1033. End of Year Amount: 0. Description: PREPAID EXPENSES. Beg. of Year Amount: 172. End of Year Amount: 180. Form 990-EZ, Part II, Line 26 - Other Liabilities Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 58. End of Year Amount: 120. Description: DUE TO RELATED PARTY. Beg. of Year Amount: 0. End of Year Amount: 7763. 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.