2025-11-11T11:19:43-06:00 2024-12-31 582487348 Aprio Advisory Group LLC 111 Rockville Pike Suite 600 Rockville MD 20850 990 2024-01-01 730593344 Petroleum Equipment Institute PETR 9184949696 6514 E 69th Street Tulsa OK 74133 Jason Blake President 9184949696 2025-11-10 1 0 Stacy Cullen P00974308 3012316200 2025-11-10 2024 2025-03-06 01:10:19Z Jason Blake 6514 E 69th Street Tulsa OK 74133 10232245 0 X PEI.ORG X 1951 OK To be the leading authority and source of information for the petroleum handling equipment industry. 18 18 16 18 517297 4205 0 0 3282244 4584490 185063 827259 22475 31432 3489782 5443181 0 0 0 0 1412521 1840536 0 0 0 1939145 2984115 3351666 4824651 138116 618530 9485525 10305459 1691692 1861130 7793833 8444329 The mission of the Petroleum Equipment Institute is to be the leading authority and source of information for the petroleum handling equipment industry. 0 0 The Institute successfully held its annual convention in conjunction with the National Association of Convenience Stores. The purpose of the convention is to facilitate information sharing and learning related to the latest advancements in petroleum handling equipment and good business practices. The convention provides exposure to vendors and institute members. The Institute publishes a directory of members and a magazine to facilitate communication and promote commerce. The Institute publishes "recommended practice" manuals to promote safety and good business practices. All other training, support and organizing activities performed by the Institute on behalf of their members. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 28 0 1 16 1 1 1 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OK X The Organization 9184949696 6514 E 69th Street Tulsa OK 74133 James Ether Chair 1.00 X X 0 0 0 Sara Beck Vice Chair 1.00 X X 0 0 0 Joey Batchelor VP of Finance 1.00 X X 0 0 0 John Keller Immediate Past Chair 1.00 X X 0 0 0 Joey Arn Director 1.00 X 0 0 0 Dave Babcock Director 1.00 X 0 0 0 Tonia Ballard Director 1.00 X 0 0 0 Buddy Bayliss Director 1.00 X 0 0 0 Mike Davis Director 1.00 X 0 0 0 Brian Derge Director 1.00 X 0 0 0 Bill Everett Director 1.00 X 0 0 0 Mike Lattner Director 1.00 X 0 0 0 John Loucks Director 1.00 X 0 0 0 Bob Mathews Director 1.00 X 0 0 0 Patrick McDermott Director 1.00 X 0 0 0 Nate Meyer Director 1.00 X 0 0 0 Josh Skov Director 1.00 X 0 0 0 Kaileigh Strizzi Director 1.00 X 0 0 0 Jason Blake President 40.00 X 297225 0 4150 Melinda Whitney SVP of Operations 40.00 X 221608 0 4150 Scott Boorse VP of Technical Programs & Industry Af 40.00 X 197226 0 0 Julie Shank Dir of Member Events and Special Projects 40.00 X 118297 0 0 Liliana Cruz Sr Dir of Latin America 40.00 X 117625 0 3450 Tim Davidson Sr Mgr of Membership Expansion 40.00 X 112616 0 1500 Austin Quinten AVP - Member Relations 40.00 X 101730 0 0 Tom Leibrandt Sr Dir of Media & Member Relations 40.00 X 166318 0 0 1332645 0 13250 8 0 1 0 0 Conventions and Meetings 541990 2032961 2032961 Membership Dues 541990 1555830 1555830 Advertising 541800 517297 517297 Publications 541990 283568 283568 Educational 541990 194834 194834 4584490 157956 157956 30827 30827 5458367 4789064 669303 669303 669303 Miscellaneous 900099 605 605 605 5443181 4067193 517297 858691 724359 813275 79289 105164 118449 19717 84031 56427 220026 156088 54419 127994 96574 259766 1428598 76300 Publications 162756 Credit Card Charges 108448 Licenses 64777 Continuing Education 34620 33574 4824651 579398 485372 734295 1366525 174127 267784 2364780 749648 1681376 1615132 6165444 6408184 150885 90719 0 71743 9485525 10305459 110233 180827 1581459 1660103 0 20200 1691692 1861130 X 7793833 8444329 7793833 8444329 9485525 10305459 618530 31966 0 X X 0 0 0 0 1 0 120000 120000 1909918 457379 1452539 79554 48188 31366 255308 244081 11227 1615132 Due to Related Party 20200 20200 X 5418720 31966 31966 5386754 56427 56427 5443181 4768224 0 4768224 56427 56427 4824651 Part X, Line 2: The Organization evaluates uncertainty in income tax positions based on a morelikelythannot recognition standard. If that threshold is met, the tax position is then measured at the largest amount that is greater than 50% likely of being realized upon ultimate settlement. As of December 31, 2024, there are no accruals for uncertain tax positions. If applicable, the Organization records interest and penalties as a component of income tax expense. Tax years from 2021 through the current year remain open for examination by tax authorities. X X 0 0 0 Jason Blake President 275625 0 21600 0 0 0 0 0 4150 0 301375 0 0 0 Melinda Whitney SVP of Operations 211608 0 10000 0 0 0 0 0 4150 0 225758 0 0 0 Scott Boorse VP of Technical Programs & Industry 197226 0 0 0 0 0 0 0 0 0 197226 0 0 0 Tom Leibrandt Sr Dir of Media & Member Relations 23563 0 142755 0 0 0 0 0 0 0 166318 0 0 0 Form 990, Part VI, Section A, line 6 The Institute has dues-paying members who have no other business relationship than as an association member. Form 990, Part VI, Section A, line 7a Association members elect the board of directors. Form 990, Part VI, Section B, line 11b Federal Form 990 is reviewed and signed by the president who has been authorized to do so by the board of directors. Form 990, Part VI, Section B, line 12c Written procedures require that any potential conflict-of-interest be reported to the board of directors for final determination. Form 990, Part VI, Section B, line 15a Compensation for the president and other highly compensated employees are determined and approved by the board of directors. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy. And financial statements are available to the public upon request. Form 990, Part XII, Line 2c: There were no changes to the organization's selection process or oversight process during the year. Petroleum Equipment Institute Foundation PO Box 2380 Tulsa OK 741331729 383789234 Hold special events to raise money for scholarships. OK 501(c)(3) Line 12a, I Petroleum Equipment Institute 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0