2024-11-15T13:26:51-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 1145 BROADWAY SUITE 1300 TACOMA WA 98402 990 2022-01-01 237427953 AESC SCHOLARSHIP & CHARITABLE FUND AESC 7139320168 2500 CITYWEST BLVD 1110 HOUSTON TX 77042 TIM TARPLEY PRESIDENT 7139320168 2024-11-15 1 1 ROSALINDA MARIKAR CPA P01684134 2532721555 2024-11-14 2022 2024-10-15 13:58:12Z X TIM TARPLEY 2500 CITYWEST BLVD 1110 HOUSTON TX 77042 39587 0 X N/A X 1980 TX PROVIDE EDUCATION SCHOLARSHIPS TO INDIVIDUALS AND DONATIONS TO CHARITABLE ORGANIZATIONS. 3 2 0 3 0 0 5808 869 0 0 46030 6308 25467 18905 77305 26082 52000 35000 0 0 0 0 0 0 0 23248 24386 75248 59386 2057 -33304 408981 287882 0 0 408981 287882 PROVIDE EDUCATION SCHOLARSHIPS TO INDIVIDUALS AND DONATIONS TO CHARITABLE ORGANIZATIONS. 0 0 48508 35000 PROVIDED EDUCATIONAL SCHOLARSHIPS TO STUDENTS FOR POST-SECONDARY EDUCATION AT STATE ACCEPTED SCHOOLS. IN 2022, 32 SCHOLARSHIPS WERE AWARDED. 48508 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 X JUANITA RAINS 7139320168 2500 CITYWEST BLVD 1110 HOUSTON TX 77042 VERONICA ASHLEY DIRECTOR OPERATIONS - EWTC/DIRECTOR 1.00 40.00 X X 0 100962 7234 JOYCE RYEL TREASURER 0.50 0.50 X 0 0 0 GAY WATHEN PRESIDENT 0.50 0.00 X 0 0 0 KENNETH JORDAN DIRECTOR 0.05 0.00 X 0 0 0 LESLIE BEYER CEO - EWTC 1.00 40.00 X 0 652851 47165 JUANITA RAINS VP FINANCE - EWTC 1.00 40.00 X 0 98269 15682 TIMOTHY TARPLEY PRESIDENT - EWTC 0.00 40.00 X 0 298050 64219 0 1150132 134300 2 0 1 0 0 869 869 6308 6308 32410 13505 18905 18905 26082 0 0 25213 35000 35000 7460 7460 3418 3418 MISC EXPENSES 13508 13508 59386 48508 10878 0 600 408981 259892 0 27390 408981 287882 0 0 X 408981 287882 408981 287882 408981 287882 -33304 -87795 0 X 0 0 0 X 9900 10150 841 5808 869 27568 120768 122187 8678 34102 32410 318145 130668 132337 9519 39910 33279 345713 0 0 0 345713 30048 35467 55727 16326 6308 143876 30048 35467 55727 16326 6308 143876 160716 167804 65246 56236 39587 489589 0.70610 0.72450 0.29390 0.27550 X 0 DUE FROM AFFILIATE 27390 27390 GOLF TOURNAMENT - NATIONAL SCHOLAR. 23551 23551 8660 245 GOLF TOURNAMENT - CALCUTTA 8859 8859 4600 32410 32410 8660 4845 13505 18905 1 TUITION SCHOLARSHIP 32 35000 PART I, LINE 2: SCHOLARSHIP CHECKS ARE JOINTLY PAYABLE TO THE COLLEGE AND THE STUDENT. CHECKS CAN ONLY BE USED AT THE SPECIFIED COLLEGE FOR THE STUDENT PAYEE'S ACCOUNT. THERE IS NO MONITORING OF USE OF GRANTS AND OTHER ASSISTANCE TO ENTITIES IN THE U.S. DUE TO CHAPTERS CLOSURE AND THESE GRANTS BEING FINAL DISTRIBUTIONS. 0 0 0 0 0 0 0 0 0 LESLIE BEYER CEO - EWTC 0 412550 0 238394 0 1907 0 21719 0 25446 0 700016 0 0 TIMOTHY TARPLEY PRESIDENT - EWTC 0 248450 0 49600 0 0 0 21288 0 42931 0 362269 0 0 FORM 990, PART VI, SECTION A, LINE 8A NO NATIONAL SCHOLARSHIP FUND MEETINGS WERE HELD IN 2022. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B 990 IS REVIEWED BY THE VP OF FINANCE AND EWTC PRESIDENT FOR APPROVAL. FINAL COPIES ARE MADE AVAILABLE TO THE BOARD MEMBERS AFTER APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PAGE 1 - AMENDED RETURN: IN JANUARY OF 2021 THE PETROLEUM EQUIPMENT AND SERVICES ASSOCIATION (PESA) FINALIZED A MERGER WITH THE ASSOCIATION OF ENERGY SERVICE COMPANIES (AESC). THE TERMS OF THE MERGER WERE APPROVED BY THE RESPECTIVE BOARDS OF THE ASSOCIATIONS. AT THE TIME, THE AESC EXECUTIVE DIRECTOR WAS KENNY JORDAN AND THE CEO OF PESA WAS LESLIE BEYER. AS PER THE TERMS OF THE MERGER THE MERGED ASSOCIATION WOULD BE KNOWN AS THE ENERGY WORKFORCE AND TECHNOLOGY COUNCIL (EWTC) AND IT WOULD OPERATE USING THE PESA TAX ID DBA AS ENERGY WORKFORCE AND TECHNOLOGY COUNCIL. THE NEW ENTITY WOULD BE THE NATIONAL TRADE ASSOCIATION FOR ENERGY SERVICES AND TECHNOLOGY COMPANIES REPRESENTING THE ENTIRE UNIFIED SECTOR. KENNY JORDAN AND AESC HAD BEEN MANAGING THE AESC SCHOLARSHIP & CHARITABLE FUND (EIN 23-7427953) FOR A NUMBER OF YEARS ALONG WITH EACH INDIVIDUAL REGIONAL CHAPTER MANAGING THEIR OWN SCHOLARSHIP FUND ACCOUNTS. SOMETIME IN 2011 OR 2012 THE AESC SCHOLARSHIP & CHARITABLE FUND INCORRECTLY BEGAN INCLUDING THE CHAPTER SCHOLARSHIP FUNDS IN ITS ANNUAL INFORMATIONAL RETURN. WHEN THE MERGER FINALIZED IN JUNE 2021, A FINAL RETURN WAS ISSUED FOR AESC AND ITS GROUP EXEMPTION WAS ENDED. EWTC BEGAN MANAGING THE FILING OF THE AESC SCHOLARSHIP & CHARITABLE FUND 990 BEGINNING JULY 2021. CHAPTER RECORDS WERE NOT COMPLETE AND UNFORTUNATELY KENNY JORDAN BECAME ILL AND ULTIMATELY PASSED AWAY IN 2022. THE REASON FOR INCLUSION OF THE FUNDS FOR CERTAIN CHAPTERS IN THE SCHOLARSHIP FUND'S ANNUAL FILING WAS NOT FULLY DISCLOSED TO EWTC. FOR THIS REASON, WE ARE FILING AN AMENDED 2021 & 2022 RETURN TO REMOVE THE ASSETS AND ACTIVITY ATTRIBUTABLE TO THE SEPARATE CHAPTERS AND NOT THE AESC SCHOLARSHIP & CHARITABLE FUND, AND TO PROPERLY REPORT THE GOVERNANCE IN PLACE. THE FOLLOWING PARTS, LINES, SCHEDULES, ETC., ARE CHANGED AS A RESULTS OF THE AMENDEMENT: FORM 990, PART I LINES 8-22, PRIOR YEAR ADJUSTED FOR CHANGES REPORTED ON AMENDED 2021 FORM 990. FORM 990, PART III 4A - EXPENSES AND GRANT AMOUNTS ADJUSTED. FORM 990, PART VI SECTION A LINES 6, 7A, 7B- RESPONSES CHANGED TO PROPERLY REFLECT GOVERNANCE IN PLACE. FORM 990, PART IX LINES 1, 2, 24 - AMOUNTS ADJUSTED TO APPROPRIATELY REFLECT SCHOLARSHIP FUND'S FINANCIALS. FORM 990, PART X LINES 1, 2, 15, 27, COLUMNS A & B - AMOUNTS ADJUSTED FOR CHANGES REPORTED ON AMENDED 2021 FORM 990 AND TO APPROPRIATELY REFLECT SCHOLARSHIP FUND'S FINANCIALS. FORM 990, PART XI LINES 1-10-AMOUNTS ADJUSTED TO APPROPRIATELY REFLECT SCHOLARSHIP FUND'S FINANCIALS. FORM 990, SCHEDULE A PART III - COLUMNS (D), (E) AMOUNTS ADJUSTED. FORM 990, SCHEDULE I PART II - GRANTS ATTRIBUTABLE TO SEPARATE CHAPTERS REMOVED. FORM 990, SCHEDULE I PART III - TUITION SCHOLARSHIPS NUMBER OF RECIPIENTS AND AMOUNT OF CASH GRANTS ADJUSTED. PETROLEUM EQUIPMENT & SERVICES ASSOCIATION 2500 CITYWEST BLVD STE 1110 HOUSTON TX 77042 740484340 TRADE ASSOCIATION FOR ENERGY TECHNOLOGY AND SERVICES SECTOR TX 501(C)(6) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0