Totals
- Total revenue
- $2,191,007
- Total expenses
- $2,040,896
- Contributions and grants received
- $50,648
- Grants paid
- $0
- Program service revenue
- $1,642,770
- Investment income
- $62,975
- Other revenue
- $434,614
- Total assets, end of year
- $3,915,815
- Total liabilities, end of year
- $422,071
- Net assets or fund balances, end of year
- $3,493,744
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$50,648
-
2a · Program service revenue: MEMBERSHIP DUES
total $1,293,073 · related or exempt $1,293,073
-
2b · Program service revenue: CONFERENCES & MEETINGS
total $349,697 · related or exempt $349,697
-
3 · Investment income
total $73,289 · excluded $73,289
-
5 · Royalties
total $352,741 · unrelated business $102,223 · excluded $250,518
-
7a · Gross sales of assets other than inventory
securities $263,412
-
7b · Less cost or other basis and sales expenses
securities $273,726
-
7c · Gain or loss
securities -$10,314
-
7d · Net gain or loss
total -$10,314 · excluded -$10,314
-
11a · Other revenue: REFERRAL FEES
total $57,643 · unrelated business $57,643
-
11b · Other revenue: LICENSE FEE INCOME
total $21,135 · unrelated business $21,135
-
11c · Other revenue: MISCELLANEOUS
total $3,095 · related or exempt $3,095
-
11e · Other revenue, total
$81,873
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $622,635
-
7 · Other salaries and wages
total $189,747
-
8 · Pension plan contributions
total $13,213
-
9 · Other employee benefits
total $55,083
-
10 · Payroll taxes
total $47,335
-
11a · Fees: management
total $33,704
-
11b · Fees: legal
total $72,904
-
11c · Fees: accounting
total $21,578
-
11d · Fees: lobbying
total $264,792
-
11f · Fees: investment management
total $15,652
-
11g · Fees: other
total $111,826
-
12 · Advertising and promotion
total $10,651
-
13 · Office expenses
total $69,232
-
14 · Information technology
total $13,940
-
16 · Occupancy
total $65,243
-
17 · Travel
total $113,695
-
19 · Conferences, conventions and meetings
total $240,300
-
20 · Interest
total $83
-
22 · Depreciation, depletion and amortization
total $6,057
-
23 · Insurance
total $6,895
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $48,066
-
24b · Other expenses: MISCELLANEOUS
total $9,279
-
24c · Other expenses: UNRELATED BUSINESS TAX
total $8,986
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $592,195 · end of year $605,865
-
2 · Savings and temporary cash investments
beginning of year $150,422 · end of year $257,181
-
4 · Accounts receivable
beginning of year $116,815 · end of year $107,996
-
9 · Prepaid expenses and deferred charges
beginning of year $57,850 · end of year $58,808
-
11 · Investments: publicly traded securities
beginning of year $2,398,235 · end of year $2,739,561
-
15 · Other assets
beginning of year $209,324 · end of year $146,404
-
17 · Accounts payable and accrued expenses
beginning of year $146,051 · end of year $108,408
-
19 · Deferred revenue
beginning of year $129,696 · end of year $174,846
-
25 · Other liabilities
beginning of year $200,441 · end of year $138,817
-
27 · Net assets without donor restrictions
beginning of year $2,847,615 · end of year $3,292,782
-
28 · Net assets with donor restrictions
beginning of year $201,038 · end of year $200,962
Mission and programs · 2023
Mission
EMA'S EXEMPT PURPOSE IS TO ESTABLISH, MAINTAIN AND SUPPORT SYSTEMS OF EDUCATION AND INSTRUCTION FOR ITS MEMBERS, AS WELL AS, TO ENCOURAGE A FAVORABLE COMPETITIVE CLIMATE IN PETROLEUM DISTRIBUTION, AND TO ENCOURAGE AN ADEQUATE SUPPLY OF PETROLEUM PRODUCTS TO BEST SERVE THE ULTIMATE CUSTOMER.
Activities or mission (Part I)
EMA'S EXEMPT PURPOSE IS TO ESTABLISH, MAINTAIN AND SUPPORT SYSTEMS OF EDUCATION AND INSTRUCTION FOR ITS MEMBERS, AS WELL AS, TO ENCOURAGE A FAVORABLE COMPETITIVE CLIMATE IN ENERGY DISTRIBUTION, AND TO ENCOURAGE AN ADEQUATE SUPPLY OF ENERGY PRODUCTS TO BEST SERVCE THE ULTIMATE CUSTOMER.
-
MEMBER ACTIVITIES AS FOLLOWS:- CONFERENCES - EDUCATIONAL PROGRAMS HELD FOR MEMBERS.- RESEARCH, STUDY AND RELATED COSTS FOR MANUALS AND OTHER ITEMS ON SAFETY REGULATIONS AND REQUIREMENTS OF ENERGY RELATED INDUSTRY MATTERS.- EMA ALSO PROVIDES SERVICES TO MEMBERS INCLUDING SUPPLIER AND INDUSTRY RELATIONS.
-
MDF ADMINISTRATION - SUPPORT LEGISLATIVE AND REGULATORY GOALS AND FUND ADMINISTRATIVE EXPENSES OF PAC.
-
PETROLEUM MARKETERS OIL COMPANY, LLC IS A SINGLE MEMBER LLC OWNED BY EMA THAT PROVIDES THE SPIRIT BRAND NAME.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jonathan TangJONATHAN TANG
BOARD MEMBER/DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Christina BentzCHRISTINA BENTZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
David HargerDAVID HARGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Jim WallaceJIM WALLACE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
David FosterDAVID FOSTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Max AlvarezMAX ALVAREZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Annie MarszalANNIE MARSZAL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Tyler HarkerTYLER HARKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Holly KruepHOLLY KRUEP
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Jess MillerJESS MILLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Scott ZarembaSCOTT ZAREMBA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Bob RileyBOB RILEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Frank MarcelloFRANK MARCELLO
BOARD MEMBER/REGION CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jonathan SmithJONATHAN SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Craig MarzkeCRAIG MARZKE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Peter Potter JrPETER POTTER JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael McCormackMICHAEL MCCORMACK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Rick DehnRICK DEHN
BOARD MEMBER/DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Roger SchmechelROGER SCHMECHEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Steve MadrasSTEVE MADRAS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Luke MoserLUKE MOSER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Jason CaseJASON CASE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Steve GarrettSTEVE GARRETT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Tommy HennessyTOMMY HENNESSY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Joe AlonzoJOE ALONZO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Joseph PrisselJOSEPH PRISSEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
John ClarkJOHN CLARK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Zach SantmyerZACH SANTMYER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Brian LohmanBRIAN LOHMAN
BOARD MEMBER/DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Gabriel ZirkleGABRIEL ZIRKLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael McCarthyMICHAEL MCCARTHY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Chris FittererCHRIS FITTERER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Matthew GreeneMATTHEW GREENE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Tommy HuntTOMMY HUNT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Bobby WarrenBOBBY WARREN
BOARD MEMBER/DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Blaine BoelterBLAINE BOELTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Drew CarlsonDREW CARLSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Lewis Wall JrLEWIS WALL JR
BOARD MEMBER/DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Ken BousquetKEN BOUSQUET
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Greg DarbyGREG DARBY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Chris EerkesCHRIS EERKES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Mike BaileyMIKE BAILEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
John WagnerJOHN WAGNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Tom FrawleyTOM FRAWLEY
REGION CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Kris DelairKRIS DELAIR
REGION ASSN EXEC
- Total calculated
- $0
- Hours/week
- 0.5
-
Brian ClarkBRIAN CLARK
REGION ASSN EXEC
- Total calculated
- $0
- Hours/week
- 0.5
-
Brad LongcakeBRAD LONGCAKE
REGION ASSN EXEC
- Total calculated
- $0
- Hours/week
- 0.5
-
Candace McGinnisCANDACE MCGINNIS
REGION ASSN EXEC
- Total calculated
- $0
- Hours/week
- 0.5
-
Sharon PetersonSHARON PETERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Amanda GrayAMANDA GRAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Tim KeigherTIM KEIGHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mike DownsMIKE DOWNS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Sam BellSAM BELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Tommy ThompsonTOMMY THOMPSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Jim LipscombJIM LIPSCOMB
1ST VICE CHAIRPERSON/BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Glenn HaskenGLENN HASKEN
2ND VICE CHAIRPERSON/BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Brad BellBRAD BELL
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 0.5
-
Jason MirabitoJASON MIRABITO
IMMEDIATE PAST CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 0.5
-
Bill HerdrichBILL HERDRICH
PMOCO CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert UnderwoodROBERT UNDERWOOD
PRESIDENT
- Total calculated
- $328,028
- From this org
- $289,181
- From related orgs
- $0
- Other
- $38,847
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $289,181
- Bonus
- $0
- Other
- $0
- Deferred
- $21,689
- Nontaxable benefits
- $17,158
- Filer's total
- $328,028
-
Sherri S StoneSHERRI S STONE
VICE-PRESIDENT
- Total calculated
- $228,982
- From this org
- $195,087
- From related orgs
- $0
- Other
- $33,895
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $195,087
- Bonus
- $0
- Other
- $0
- Deferred
- $14,632
- Nontaxable benefits
- $19,263
- Filer's total
- $228,982
-
Gerry RammGERRY RAMM
PRESIDENT PMOCO
- Total calculated
- $80,625
- From this org
- $75,000
- From related orgs
- $0
- Other
- $5,625
- Hours/week
- 40
-
Susan IsardSUSAN ISARD
DIR OF PRGMS & ADMIN
- Total calculated
- $146,457
- From this org
- $102,244
- From related orgs
- $0
- Other
- $44,213
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
PETROLEUM MARKETERS OIL COMPANY LLC
SPIRIT TRADE NAME LICENSING · WA · income $187,757 · assets $392,021
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202422899349301592
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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