2025-03-19T12:07:36-05:00 2024-08-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-09-01 520977552 OUTDOOR POWER EQUIPMENT INSTITUTE INC OUTD 7035497600 1605 KING STREET 3RD FLOOR ALEXANDRIA VA 22314 KRIS KISER PRESIDENT & CEO 7035497600 2025-03-19 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2025-03-06 01:10:19Z KRIS KISER 1605 KING STREET 3RD FLOOR ALEXANDRIA VA 22314 16332401 0 X WWW.OPEI.ORG X 1952 DE SEE PART III, LINE 1. 14 14 19 360 33668 0 0 0 13654381 15765594 152243 378088 185999 188719 13992623 16332401 959050 892815 0 0 4411614 4689440 0 0 0 7304653 9744918 12675317 15327173 1317306 1005228 21399457 23435104 11629928 12107020 9769529 11328084 TO ASSIST AND IMPROVE THE ECONOMIC INTERESTS OF THE OUTDOOR POWER EQUIPMENT INDUSTRY BY SERVING THE COMMON INTERESTS OF ITS MEMBERS IN THE AREAS OF PUBLIC SAFETY, ENVIRONMENTAL RESPONSIBILITY, AND BUSINESS DEVELOPMENT. 0 0 OPEI MEMBERS PARTICIPATE ON COMMITTEES THAT HAVE A DIRECT IMPACT ON SUCH CRITICAL INDUSTRY ISSUES AS FUELS, SAFETY STANDARDS, EMISSIONS AND SPECIAL MARKETING AND TECHNICAL PROJECTS. IN ADDITION, OPEI FACILITATES NETWORKING OPPORTUNITIES THAT HELP MEMBERS COMPETE EFFECTIVELY IN THE INDUSTRY AND PROVIDES INDUSTRY-SPECIFIC INFORMATION, SUCH AS PRODUCT SHIPMENT REPORTS, STATE LEGISLATIVE AND REGULATORY UPDATES AND INDUSTRY ECONOMETRIC FORECASTS, AS WELL AS DEVELOPMENTS AFFECTING THE INDUSTRY. 0 0 0 1 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 29 0 1 19 1 1 1 1 CA 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 X SUZANNE SHOMERS 7036782986 1605 KING STREET 3RD FLOOR ALEXANDRIA VA 22314 DAVID THORNE CHAIR 0.50 0.30 X X 0 0 0 RICK OLSON VICE CHAIR 0.50 0.30 X X 0 0 0 CHRIS KEFFER SECRETARY /TREASURER 0.50 0.30 X X 0 0 0 MIKE CLANCY IMMEDIATE PAST CHAIR 0.50 X X 0 0 0 DAN ARIENS TRADE SHOW CHAIR 0.50 0.30 X X 0 0 0 RICK GRAY DIRECTOR 0.50 X 0 0 0 KLASS HAHN DIRECTOR 0.50 X 0 0 0 PETER HAMPTON DIRECTOR 0.50 0.30 X 0 0 0 ANDRES RANGERT DIRECTOR 0.50 X 0 0 0 HAROLD REDMAN DIRECTOR 0.50 X 0 0 0 DOUG REDPATH DIRECTOR 0.50 X 0 0 0 TOM RUGG DIRECTOR 0.50 X 0 0 0 NELSON WILNER DIRECTOR 0.50 X 0 0 0 BRIAN MELKA DIRECTOR 0.50 X 0 0 0 KRIS KISER PRESIDENT & CEO 38.00 2.00 X 975604 0 91510 SUZANNE SHOMERS VP, FINANCE & ADMINISTRATI 39.50 0.50 X 239356 0 84515 KAREN WILLIAMS DIR OF PARTNERSHIPS & DEVLPMT 40.00 X 268067 0 45376 DANIEL MUSTICO SVP GOV'T & MARKET AFFAIRS 40.00 X 242392 0 62517 GREG KNOTT SR VP STANDARDS & REG AFFAIRS 40.00 X 226134 0 68160 CHUCK BOWEN VP COMMS & MBR RELATIONS 40.00 X 216817 0 62297 BRANDON MARTIN ELECTRIC PRODUCTS & IND. RELS. 40.00 X 203798 0 56191 2372168 0 470566 11 0 1 0 EPCO 110 E COURT ST400 GREENVILLE SC 29601 VIDEO DESIGN/PRODUCTION 1664170 FERN EXPOSITION SERVICES LLC 645 LINN ST CINCINATTI OH 45203 TRADE SHOW DECOR 601083 FOUR LEAF PUBLIC RELATIONS 2989 STONEY POINT ROAD CHARLOTTESVILLE VA 22911 PUBLIC REL./COMMUNICATIONS 387716 HZ A DIVISION OF BCW LLC 10101 MOLECULAR DR SUITE 300 ROCKVILLE MD 20850 MAGAZINE DESIGN AND PRODUCTION 359840 VAULT CONSULTING LLC 11710 PLAZA AMERICA DRIVE SUITE 35 RESTON VA 20190 DATA COLLECTION & REPORTING SERVICES 294265 25 TRADE SHOW 900099 12660607 12660607 MEMBERSHIP DUES 900099 2760659 2760659 ANNUAL MEETING 900099 310660 310660 ADVERTISING 541800 33668 33668 15765594 378088 378088 86671 0 86671 86671 86671 OPEAA MANAGEMENT FEES 900099 96046 96046 MISCELLANEOUS 900099 6002 6002 102048 16332401 15731926 33668 566807 X 892815 1460294 2299660 381488 342359 205639 59866 70718 37177 2701112 81740 185969 380301 625984 349341 130200 TRADE SHOW EXPENSE 4928005 STANDARD FEES 102376 DUES/FEES/PUBS. 61876 RETIREMENT PLAN FEES 23927 6326 15327173 2055898 2854514 5420299 9405410 322887 115722 78547 101463 2434101 2317973 7440955 2329939 5406024 5111016 5136440 3221061 545261 307945 21399457 23435104 645968 663600 10527854 11114050 456106 329370 11629928 12107020 X 9769529 11328084 9769529 11328084 21399457 23435104 1005228 553327 0 X 0 1 X 1 0 0 1 0 0 0 1523544 1523544 4265427 1086376 3179051 170430 88427 82003 218039 169044 48995 1263515 986092 277423 5111016 LEASE LIABILITY 322620 DUE TO RELATED PARTIES 6750 329370 11920546 553327 553327 11367219 37177 4928005 4965182 16332401 10361991 0 10361991 37177 4928005 4965182 15327173 PART IV, LINE 1B: SINCE 2008, THE ORGANIZATION HAS ACTED AS FISCAL SPONSOR FOR ALLSAFE, A COALITION OF ASSOCIATIONS REPRESENTING MEMBERS THAT CONSUME GASOLINE AND ETHANOL-FUEL BLENDS. THE ORGANIZATION ADMINISTERS THE FUNDS OF ALLSAFE. DURING THE YEAR ENDED AUGUST 31, 2024, ALLSAFE RECEIVED NO INCOME AND INCURRED NO EXPENSES. INCLUDED IN INVESTMENTS AND IN ACCRUED LIABILITIES ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION IS $74,102 OF CERTIFICATES OF DEPOSITS AND MONEY MARKET FUNDS FOR ALLSAFE. PART XI, LINE 4B - OTHER ADJUSTMENTS: TRADE SHOW EXPENSE NETTED AGAINST REVENUE ON THE FINANCIAL STATEMENTS AND SHOWN AS AN EXPENSE ON THE FORM 990. 4,928,005. PART XII, LINE 4B - OTHER ADJUSTMENTS: TRADE SHOW EXPENSE NETTED AGAINST REVENUE ON THE FINANCIAL STATEMENTS AND SHOWN AS AN EXPENSE ON THE FORM 990. 4,928,005. 1 TURFMUTT FOUNDATION 1605 KING STREET 3RD FLOOR ALEXANDRIA VA 22314 202989447 501(C)(3) 892815 0 TO SUPPORT OPERATIONS AND PROGRAMS OF THE FOUNDATION 1 PART I, LINE 2: OPEI GAVE FUNDS TO TURFMUTT FOUNDATION FOR GENERAL SUPPORT OF ITS OPERATIONS. TURFMUTT FOUNDATION IS A RELATED ORGANIZATION THAT FURTHERS EDUCATIONAL AND RESEARCH GOALS OF OPEI. X 1 1 X X X X 0 0 0 KRIS KISER PRESIDENT & CEO 745604 0 230000 0 0 0 66000 0 25510 0 1067114 0 0 0 SUZANNE SHOMERS VP, FINANCE & ADMINISTRATI 214856 0 24500 0 0 0 38865 0 45650 0 323871 0 0 0 KAREN WILLIAMS DIR OF PARTNERSHIPS & DEVLPMT 241067 0 27000 0 0 0 41919 0 3457 0 313443 0 0 0 DANIEL MUSTICO SVP GOV'T & MARKET AFFAIRS 230392 0 12000 0 0 0 38916 0 23601 0 304909 0 0 0 GREG KNOTT SR VP STANDARDS & REG AFFAIRS 214134 0 12000 0 0 0 36330 0 31830 0 294294 0 0 0 CHUCK BOWEN VP COMMS & MBR RELATIONS 192317 0 24500 0 0 0 35266 0 27031 0 279114 0 0 0 BRANDON MARTIN ELECTRIC PRODUCTS & IND. RELS. 191798 0 12000 0 0 0 32632 0 23559 0 259989 0 0 0 PART I, LINE 1A THE ORGANIZATION SUBSIDIZES HEALTH CLUB FEES FOR ALL EMPLOYEES, AS DESCRIBED IN THE EMPLOYEE HANDBOOK. IN THE ORGANIZATION PAYS A CLUB MEMBERSHIP FOR TWO EXECUTIVES, KRIS KISER AND KAREN WILLIAMS. THE AMOUNTS ARE APPROVED THROUGH THE ANNUAL BUDGET PROCESS. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS 100 ORGANIZATIONAL MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS IN JUNE OF EACH YEAR. FORM 990, PART VI, SECTION A, LINE 7B THE ONLY DECISION OF THE GOVERNING BODY THAT IS SUBJECT TO MEMBER APPROVAL IS CHANGING THE BYLAWS AND ELECTION OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS. IT WAS REVIEWED BY THE TREASURER OF THE ORGANIZATION. UPON REQUEST, A FULL COPY OF THE 990 IS ALSO FORWARDED TO THE FINANCE AND AUDIT COMMITTEE OR THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST STATEMENT IS PROVIDED ON AN ANNUAL BASIS WITH A REQUEST TO COMPLETE AND SIGN AN ACKNOWLEDGEMENT FORM AND IDENTIFY ANY POTENTIAL CONFLICTS. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE LEAVES THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWS THE CEO'S PERFORMANCE AND SETS GOALS FOR THE YEAR. IT ALSO USES SURVEYS AND COMPARABLE COMPENSATION TO DETERMINE INCREASES. THE EXECUTIVE COMMITTEE DOCUMENTS ITS DECISION. EACH EMPLOYEE'S POSITION AND PERFORMANCE ARE REVIEWED ANNUALLY. SURVEYS AND COMPARABLE COMPENSATION ARE ALSO USED TO DETERMINE COMPENSATION. THE PRESIDENT SETS SALARIES FOR THE REST OF THE STAFF. THE LAST COMPENSATION REVIEW TOOK PLACE IN JUNE 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G GOVERNMENT AFFAIRS 25,500. PUBLIC RELATIONS 262,759. LANDSCAPE INITIATIVE 188,507. PROFESSIONAL FEES 59,334. MARKET STATISTICS 370,309. DEBRIS PENETRATION 57,631. LAWNMOWER SAFETY EDUCATION 1,704,515. EMISSIONS 32,557. OPEI EXPO LLC 1605 KING STREET SUITE 200 ALEXANDRIA VA 22314 852639549 ADVANCE THE INTERESTS OF THE OUTDOOR POWER EQUIPMENT INDUSTRY KY 12858797 21025649 OUTDOOR POWER EQUIPMENT INSTITUTE INC TURFMUTT FOUNDATION 1605 KING STREET 3RD FLOOR ALEXANDRIA VA 22314 202989447 TO PROVIDE EDUCATION AND RESEARCH PROJECTS VA 501(C)(3) LINE 12A, I OPEI 1 OPEI CANADA 130 ADELAIDE STREET WEST STE 701 TORONTO ONTARIO CA M5H 2K4 TO OPERATE A PRODUCT STEWARDSHIP PROGRAM CA FOREIGN OPEI 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 TURFMUTT FOUNDATION B 892815 ACTUAL AMOUNT OPEI CANADA Q 78598 ACTUAL AMOUNT TURFMUTT FOUNDATION N SEE NOTE TURFMUTT FOUNDATION O SEE NOTE OPEI CANADA L 55231 ACTUAL AMOUNT PART V, LINE 2 (4): THE INSTITUTE IS RELATED TO TURFMUTT FOUNDATION. THE FOUNDATION SHARES OFFICE SPACE, SUPPLIES AND PAID EMPLOYEES WITH THE INSTITUTE. NO CONSIDERATION IS PAID BY THE FOUNDATION TO THE INSTITUTE FOR THESE SERVICES.