2024-11-07T08:30:59-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2023-01-01 740484340 PETROLEUM EQUIPMENT & SERVICES ASSOCIATION PETR 7139320168 2500 CITYWEST BLVD 1110 HOUSTON TX 77042 TIMOTHY TARPLEY CO-PRESIDENT 7139320168 2024-11-05 1 0 TINA HENTON P00630282 4078021200 2024-11-04 2023 2024-10-15 13:58:12Z ENERGY WORKFORCE & TECHNOLOGY COUNCIL TIMOTHY TARPLEY 2500 CITYWEST BLVD 1110 HOUSTON TX 77042 5010706 0 X ENERGYWORKFORCE.ORG X 1933 TX EMPOWERING THE ENERGY WORKFORCE OF THE FUTURE. 16 16 14 57 0 0 10250 60181 3541670 4067383 122615 66266 111085 148526 3785620 4342356 7000 52760 0 0 2641182 2590299 0 0 0 2054209 2117281 4702391 4760340 -916771 -417984 2729778 2448742 1759547 1737113 970231 711629 X WE ARE TRANSFORMING ENERGY BY GIVING OUR MEMBERS THE TOOLS, INFORMATION AND REPRESENTATION THEY NEED TO BOLDLY ENABLE A LOW-CARBON FUTURE SAFELY, PROFITABLY AND SUSTAINABLY. WE CONNECT, EDUCATE, SUPPORT AND ADVOCATE FOR ENERGY COMPANIES AND WORKERS OF TODAY AND TOMORROW. OUR FORESIGHT AND EXPERTISE ELEVATE OUR INDUSTRY WITH GOVERNMENTS, INDUSTRY PARTNERS AND COMMUNITIES AROUND THE GLOBE. AND WE FOSTER INNOVATIONS THAT WILL SHAPE OUR INDUSTRY AND IMPROVE OUR CHANGING WORLD. 1 0 ANNUAL AND OTHER MEETINGS - THESE PROGRAMS ALLOW MEMBERS TO DISCUSS WITH ONE ANOTHER THE STATE OF THE PETROLEUM INDUSTRY AND ISSUES FACING IT. EMERGING LEADERS - THIS PROGRAM TRAINS AND DEVELOPS MIDDLE MANAGERS SO THAT THEY CAN MOVE INTO THE SENIOR EXECUTIVE POSITIONS. HUMAN RESOURCES OPERATIONS - THIS PROGRAM PROVIDES ONE-ON-ONE EXECUTIVE COACHING DESIGNED TO TRANSFORM MANAGERS FROM INDIVIDUAL CONTRIBUTORS INTO EFFECTIVE LEADERS. SECUREWELL WELL CONTROL CERTIFICATION - THIS COURSE CONTAINS PURPOSE-DRIVEN, COMPREHENSIVE AND PRACTICAL TRAINING FOR CASED HOLE WELL OPERATIONS AND OFFERS CERTIFICATION THROUGH CLASSROOM TRAINING, FIELD ASSESSMENT AND SKILLS VERIFICATIONS. CREDIT INTERCHANGE DIVISION - THIS PROGRAM PROVIDES FOR THE INTERCHANGE OF CREDIT AND COLLECTION EXPERIENCE BETWEEN SUBSCRIBER MEMBERS IN A FORMAT THAT ADDRESSES THE SPECIFIC NEEDS OF MEMBERS OF THE PETROLEUM INDUSTRY AND IS RESTRICTED FOR CONFIDENTIAL USE TO THE CREDIT DEPARTMENTS OF SUBSCRIBER MEMBERS ONLY. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 1 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 7 0 14 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 0 0 1 1 0 1 0 0 0 1 1 1 0 X JUANITA RAINS 7139320168 2500 CITYWEST BLVD STE 1110 HOUSTON TX 77042 DANIEL HINDES CO-CHAIR 1.00 X X 0 0 0 BRIAN GROODY CO-CHAIR 1.00 X X 0 0 0 SCOTT LIVINGSTON VICE CHAIR 1.00 X X 0 0 0 CHUCK CHAUVIERE FINANCE CHAIR 0.50 X 0 0 0 STEVEN ANDERSON DIRECTOR-AT-LARGE 0.50 X 0 0 0 LYNDAL CISSELL DIRECTOR-AT-LARGE 0.50 X 0 0 0 MARSHALL DODSON DIRECTOR-AT-LARGE 0.50 X 0 0 0 TODD ENNENGA DIRECTOR-AT-LARGE 0.50 X 0 0 0 RON GUSEK DIRECTOR-AT-LARGE 0.50 X 0 0 0 SAM SLEDGE DIRECTOR-AT-LARGE 0.50 X 0 0 0 KYLE RAMACHANDRAN DIRECTOR-AT-LARGE 0.50 X 0 0 0 JOHN SHANAHAN DIRECTOR-AT-LARGE 0.50 X 0 0 0 GABRIEL RIO DIRECTOR-AT-LARGE 0.50 X 0 0 0 MICHAEL REEVES IMMEDIATE PAST CHAIR 0.50 X 0 0 0 JACK RENSHAW IMMEDIATE PAST CHAIR 0.50 X 0 0 0 MATT ARMSTRONG BOARD COUNSEL 0.50 X 0 0 0 LESLIE BEYER CEO (OUTGOING)/SENIOR ADVISOR 40.00 X 689615 0 50717 JUANITA RAINS VP FINANCE 40.00 X 162004 0 27162 TIMOTHY TARPLEY SVP GOVERNMENT AFFAIRS/CO-PRESIDENT 40.00 X 303093 0 68629 MOLLY DETERMAN COO/CO-PRESIDENT 40.00 X 276746 0 55815 CORRY SCHIERMEYER COMMUNICATIONS DIRECTOR 40.00 X 129545 0 13880 PEGGY HELFERT VP PROGRAMS & EVENTS 40.00 X 127762 0 8943 DEIDRE KOHLRUS DIRECTOR GOVERNMENT AFFAIRS 40.00 X 110281 0 43571 VERONICA ASHLEY DIRECTOR OPERATIONS 40.00 X 102009 0 7141 1901055 0 275858 8 0 1 0 MERLE HELLICKSON 2412 W CLUBHOUSE LOOP CEDAR CITY UT 84720 CONSULTING 174000 1 15120 45061 15120 60181 MEMBERSHIP DUES 900099 1894000 1894000 MEETING INCOME 900099 828077 828077 HUMAN RESOURCES 900099 469790 469790 EMERGING LEADERS 900099 438275 438275 WELL CONTROL 900099 198120 198120 239121 239121 4067383 45559 45559 19461 19461 463604 441775 1122 21829 -1122 20707 20707 337888 15120 212589 125299 125299 6240 1500 4740 4740 11364 -11364 -11364 MISCELLANEOUS 900099 10390 10390 10390 4342356 4056019 0 226156 52760 1633781 646543 42423 122665 144887 8001 21594 13778 71223 85804 130175 12411 166626 34745 245329 768 61956 14384 ANNUAL MEETING 379049 EMERGING LEADERS 265784 HR PROGRAM 221362 WELL SERVICES 191953 192339 4760340 110218 224740 17310 33687 193743 111088 11364 23909 237294 286959 463211 337845 171657 125366 1744110 1490265 244082 152728 2729778 2448742 724619 408860 708625 1121608 326303 206645 1759547 1737113 X 897171 711629 73060 0 970231 711629 2729778 2448742 -417984 159382 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 0 158485 114850 43635 43154 40070 3084 261572 182925 78647 125366 RIGHT OF USE ASSETS 152728 152728 LEASE LIABILITY 206645 206645 X 4575984 159382 35055 52969 247406 4328578 13778 13778 4342356 4834586 35055 52969 88024 4746562 13778 13778 4760340 PART X, LINE 2: THE COUNCIL IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE COUNCIL FILES ANNUAL FEDERAL INFORMATION RETURNS THAT ARE SUBJECT TO ROUTINE EXAMINATION; HOWEVER, THERE ARE NO EXAMINATIONS FOR ANY TAX PERIODS CURRENTLY IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS 52,969. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS 52,969. MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 1 1 FUNDRAISING & PROGRAMMING LOCAL CHAPTER - HOT DESK AND FUNDRAISING EVENT 56571 SOUTH AMERICA 0 0 PROGRAMMING PROGRAM EVENT 17502 1 1 0 0 1 1 74073 0 74073 1 0 0 0 0 0 EXPLORERS GOLF TOURNAMENT 126500 126500 1775 2632 57614 6152 PERMIAN BASIN SCHOLARSHIP TOURN 56300 56300 27946 2140 5 170208 15120 155088 5225 22531 55570 11962 19042 353008 15120 337888 7000 25163 141130 11962 27334 212589 125299 0 PERMIAN BASIN AREA FOUNDATION 3312 ANDREWS HWY MIDLAND TX 79703 752295008 501(C)(3) 28824 0 N/A N/A SCHOLARSHIP AESC SCHOLARSHIP FUND 2500 CITYWEST BLVD STE 1110 HOUSTON TX 77042 237427953 501(C)(3) 21436 0 N/A N/A SCHOLARSHIP 2 PART I, LINE 2: THE ORGANIZATION INVESTIGATES THE PROPOSED RECIPIENTS IN ORDER TO DETERMINE WHETHER A GRANT OF FUNDS WILL BE PROPERLY UTILIZED FOR EDUCATIONAL PURPOSES FOR PART II GRANTS. X X X 0 0 0 LESLIE BEYER CEO (OUTGOING)/SENIOR ADVISOR 265027 0 424308 0 280 0 25074 0 25643 0 740332 0 0 0 TIMOTHY TARPLEY SVP GOVERNMENT AFFAIRS/CO-PRESIDENT 252093 0 51000 0 0 0 22062 0 46567 0 371722 0 0 0 MOLLY DETERMAN COO/CO-PRESIDENT 234666 0 41600 0 480 0 19655 0 36160 0 332561 0 0 0 JUANITA RAINS VP FINANCE 143915 0 18000 0 89 0 11766 0 15396 0 189166 0 0 0 DEIDRE KOHLRUS DIRECTOR GOVERNMENT AFFAIRS 97022 0 13259 0 0 0 8052 0 35519 0 153852 0 0 0 FORM 990, PART III, LINE 2 THE SECUREWELL WELL CONTROL CERTIFICATION PROGRAM IS A FIRST-OF-ITS KIND COURSE THAT CONTAINS PURPOSE-DRIVEN, COMPREHENSIVE AND PRACTICAL TRAINING FOR CASED HOLE WELL OPERATIONS. CREATED BY WELL CONTROL AND WELL SERVICING EXPERTS, THE COURSE OFFERS CERTIFICATION THROUGH CLASSROOM TRAINING, FIELD ASSESSMENT AND SKILLS VERIFICATIONS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERS ARE REPRESENTATIVES FROM THEIR RESPECTIVE INDUSTRIES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS MAY ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO STANDING COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE BOARD OF DIRECTORS IN THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT PRIOR TO FILING. THE FINANCE CHAIR REVIEWS AFTER FILING. FORM 990, PART VI, SECTION B, LINE 15 RECOMMENDATIONS FOR OFFICER'S COMPENSATION IS MADE BY A SUB-COMMITTEE CONSISTING OF BOARD MEMBERS USING AN INDEPENDENT CONSULTANT AND IS BASED ON PERFORMANCE REVIEW METRICS. THE PRESIDENTS PRESENT THE BOARD WITH A BUDGETED SALARY POOL (BASED ON SEVERAL WAGE INDEXES AND SUGGESTED MERIT INCREASES), INCLUDING OTHER NON-PROFIT BENCHMARKS, FOR APPROVAL. ALL EMPLOYEES UNDERGO A PERFORMANCE REVIEW AND THEIR COMPENSATION IS BASED UPON THOSE PERFORMANCE METRICS. THE SALARY POOL IS THEN DISPENSED AT THE PRESIDENTS' DISCRETION. APPROVAL OF THE NEW SALARIES IS GIVEN TO THE VP FINANCE FOR IMPLEMENTATION. THERE WAS AN CHANGE IN LEADERSHIP FROM CEO TO TWO PRESIDING PRESIDENTS. COMPENSATION WAS REVIEWED PRIOR TO MAKING JOB OFFER SPRING 2023. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIALS STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AESC SCHOLARSHIP & CHARITABLE FUND 2500 CITYWEST BLVD HOUSTON TX 77042 237427953 SCHOLARSHIPS TX 501(C)(3) LINE 10 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 AESC SCHOLARSHIP FUND B 21436 CASH