2024-04-15T07:30:02-05:00 2023-06-30 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2022-07-01 237245140 INTERNATIONAL INSTITUTE OF AMMONIA REFRIGERATION INTE 7033124200 1001 NORTH FAIRFAX STREET 503 ALEXANDRIA VA 22314 GARY SCHRIFT IIAR PRESIDENT 7033124200 2024-01-24 1 GARY SCHRIFT 999009999 0 J CALVIN MARKS P01226973 9197196400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z INTERNATIONAL INSTITUTE OF ALL-NATURAL REFRIGERATION GARY SCHRIFT 1001 NORTH FAIRFAX STREET 503 ALEXANDRIA VA 22314 6723107 0 X WWW.IIAR.ORG X 1971 IL PROVIDING ADVOCACY, EDUCATION, STANDARDS, AND INFORMATION FOR THE BENEFIT OF THE NATURAL REFRIGERATION INDUSTRY. 21 21 9 26 178375 0 594482 226000 3821413 4363872 78494 62518 162392 132501 4656781 4784891 0 0 0 0 1569761 1652140 0 0 0 1697590 2584189 3267351 4236329 1389430 548562 5335632 6413049 679280 1093691 4656352 5319358 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 0 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 9 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 X GARY SCHRIFT 7033124200 1001 NORTH FAIRFAX STREET SUITE 503 ALEXANDRIA VA 22314 GARY SCHRIFT PRESIDENT 40.00 2.00 X 309730 0 34101 ERIC SMITH VICE PRESIDENT TECHNICAL DIRECTOR 40.00 X 215650 0 34361 TONY LUNDELL DIRECTOR SAFETY AND STANDARDS 40.00 X 183875 0 10021 YESENIA RIVERA RECTOR INTERNATIONAL DIRECTOR 40.00 X 126444 0 27575 EDWARD SAINATO DIRECTOR OF EDUCATION 40.00 X 119679 0 14634 TREVOR HEGG IMMEDIATE PAST CHAIR (FROM 3/2023) 0.30 2.00 X X 0 0 0 DAVE MALINAUSKAS CHAIR 0.30 2.00 X X 0 0 0 ERIC S JOHNSTON IMMEDIATE PAST CHAIR (TO 3/2023) 0.30 2.00 X X 0 0 0 JEFFREY CARTER CHAIR-ELECT 0.30 X X 0 0 0 MICHAEL MCGINNIS VICE CHAIR 0.30 X X 0 0 0 WAYNE WEHBER TREASURER 0.30 X X 0 0 0 JIM ADLER DIRECTOR 0.30 X 0 0 0 MARK BAZIS JR DIRECTOR 0.30 X 0 0 0 DAVID BLACKHURST DIRECTOR (FROM 3/2023) 0.30 X 0 0 0 JEANNA EMMONS DIRECTOR 0.30 X 0 0 0 JOE FAZZARI DIRECTOR 0.30 X 0 0 0 JESSE FLORES DIRECTOR (TO 11/2022) 0.30 X 0 0 0 DON FAUST DIRECTOR (FROM 3/2023) 0.30 X 0 0 0 MIGUEL GARRIDO DIRECTOR 0.30 X 0 0 0 MAXMINE GIROT DIRECTOR 0.30 X 0 0 0 GLEN HERON DIRECTOR (FROM 3/2023) 0.30 X 0 0 0 TODD JEKEL DIRECTOR 0.30 X 0 0 0 KURT LIEBENDORFER DIRECTOR (FROM 3/2023) 0.30 X 0 0 0 MICHAEL J LYNCH DIRECTOR 0.30 X 0 0 0 NICK NECHAY DIRECTOR (FROM 3/2023) 0.30 X 0 0 0 JOE PILLIS DIRECTOR (TO 3/2023) 0.30 X 0 0 0 LESLEY SCHAFER DIRECTOR 0.30 X 0 0 0 DOUG SCOTT DIRECTOR 0.30 X 0 0 0 SAMIR SHAH DIRECTOR (TO 3/2023) 0.30 X 0 0 0 JEFF SUTTON DIRECTOR 0.30 2.00 X 0 0 0 CHARLES TAYLOR DIRECTOR (TO 3/2023) 0.30 X 0 0 0 ALEXANDER VERGARA DIRECTOR 0.30 X 0 0 0 955378 0 120692 5 0 1 0 SMG FOOD & BEVERAGE LLC 300 E OCEAN BLVD LONG BEACH CA 90802 EVENT SERVICES 614294 GILMORE GLOBAL FINANCE SYSTEMS 120 HERZBERG RD KANATA CA K2K 3B7 PUBLICATION SALES SERVICES 188552 SMITH BUCKLIN CORPORATION 8318 SOLUTIONS CENTER CHICAGO IL 60677 EVENT SERVICES 165840 VAULT CONSULTING LLC 8401 GREENSBORO DR SUITE 500 MCLEAN VA 22102 ACCOUNTING SERVICES 137703 4 226000 226000 ANNUAL CONFERENCE 900099 2262311 2262311 MEMBERSHIP DUES 900099 1521038 1521038 PUBLICATION INCOME 513120 368966 190591 178375 EDUCATION TRAINING AND EXAMS 900099 132451 132451 VIDEO INCOME 900099 52106 52106 27000 27000 4363872 134288 134288 55061 55061 1843695 1915465 -71770 -71770 -71770 99892 22751 77141 77141 299 299 299 4784891 2000327 178375 2380189 359596 1056583 46734 101984 87243 9223 130865 9834 191662 27500 227747 162551 70507 104893 1297331 60968 14457 MEMBER DEVELOPMENT 162618 VIDEO DEVELOPMENT 19479 DUES AND SUBSCRIPTIONS 18132 EDUCATION PROGRAM DEVEL 17000 59422 4236329 789053 966382 1400186 1701820 65531 116414 38313 38313 107846 79205 1892866 1238768 708381 654098 2226322 2856817 5335632 6413049 348169 220424 299119 825381 31992 47886 679280 1093691 X 4656352 5319358 4656352 5319358 5335632 6413049 548562 114444 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1291300 680013 611287 412134 394167 17967 189432 164588 24844 654098 DUE TO AFFILIATE 47886 47886 X 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, 2023 AND 2022. NORTH AMERICA 0 5 PROGRAM SERVICES INTERNATIONAL ASSOCIATION CONFERENCES & LATIN AMERICAN PROGRAM ADMINISTRATION 367000 SOUTH AMERICA 0 2 PROGRAM SERVICES TRADE SHOWS 5000 SOUTH ASIA 0 1 GENERAL & ADMINISTRATIVE 13000 0 8 0 0 0 8 385000 0 385000 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X 1 1 X X 0 0 0 GARY SCHRIFT PRESIDENT 274730 0 35000 0 0 0 11475 0 22626 0 343831 0 0 0 ERIC SMITH VICE PRESIDENT TECHNICAL DIRECTOR 210650 0 5000 0 0 0 9125 0 25236 0 250011 0 0 0 TONY LUNDELL DIRECTOR SAFETY AND STANDARDS 178875 0 5000 0 0 0 7600 0 2421 0 193896 0 0 0 YESENIA RIVERA RECTOR INTERNATIONAL DIRECTOR 121444 0 5000 0 0 0 5386 0 22189 0 154019 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. NATURAL REFRIGERATION FOUNDATION 1001 NORTH FAIRFAX STREET SUITE 503 ALEXANDRIA VA 22314 208044425 CHARITABLE, SCIENTIFIC & EDUCATIONAL PURPOSES IL 501(C)(3) LINE 7 IIAR 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0