SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2017
Open to Public
Inspection
Name of the organization
SOCIETY OF TRIBOLOGISTS AND LUBRICATION
ENGINEERS
Employer identification number

36-2041016
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP INCLUDES INDIVIDUALS AND ORGANIZATIONS THAT MEET CERTAIN CRITERIA AS DESCRIBED IN THE SOCIETY'S CONSTITUTION AND BYLAWS. IN ADDITION TO REGULAR MEMBERSHIP, THE SOCIETY HAS SPECIAL MEMBERSHIP CLASSES AS FOLLOWS: 1. ASSOCIATE MEMBERS - ASSOCIATE MEMBERSHIP MAY BE GRANTED TO ANY INDIVIDUAL WHOSE ACTIVITIES AND INTERESTS ARE CONSISTENT WITH THE REQUIREMENTS FOR MEMBERSHIP, BUT WHO DOES NOT OTHERWISE QUALIFY AS A MEMBER. 2. STUDENT MEMBERS - STUDENT MEMBERSHIP MAY BE GRANTED TO ANY INDIVIDUAL MAJORING IN PHYSICS, CHEMISTRY, ENGINEERING OR OTHER RELATED TECHNICAL OR SCIENTIFIC DISCIPLINES AND REGULARLY MATRICULATED IN A FULL-TIME UNDERGRADUATE PROGRAM OR GRADUATE PROGRAM IN AN ACCREDITED ACADEMIC INSTITUTION. 3. HONORARY MEMBERS - HONORARY MEMBERSHIP MAY BE GRANTED TO ANY INDIVIDUAL WHO, ACCORDING TO THE BOARD OF DIRECTORS, HAS MADE EXCEPTIONAL ACHIEVEMENTS IN SCIENCE OR RENDERED UNUSUALLY IMPORTANT SERVICE TO THE SOCIETY OR THE PROFESSION IN TERMS OF THE PRACTICAL DEVELOPMENT, APPLICATION, OR THEORETICAL BASIS OF ANY BRANCH OF THE FIELDS OF TRIBOLOGY OR LUBRICATION ENGINEERING. 4. LIFE MEMBERS - LIFE MEMBERSHIP MAY BE GRANTED TO ANY INDIVIDUAL WHO IS: (I) 65 YEARS OF AGE AND HAS BEEN A PAID MEMBER FOR A MINIMUM OF THIRTY (30) YEARS; OR (II) A RETIRED MEMBER, DEFINED AS SOMEONE WHO HAS RETIRED FROM REGULAR WORK AND HAS BEEN A PAID MEMBER FOR A MINIMUM OF TWENTY-FIVE (25) YEARS, WHO HAS NOT YET REACHED QUALIFICATIONS FOR LIFE MEMBERSHIP; OR (III) A PAST PRESIDENT OF THE SOCIETY. INDIVIDUALS WHOSE LIFE MEMBERSHIP WAS GRANTED UNDER THE SOCIETY'S FORMER CONSTITUTIONS SHALL NOT HAVE SUCH MEMBERSHIP REVOKED ON THE BASIS OF A CHANGE IN ELIGIBILITY CRITERIA FOR THE CATEGORY. 5. CORPORATE MEMBERS - CORPORATE MEMBERSHIP MAY BE GRANTED TO ANY ORGANIZATION, INCLUDING ACADEMIC INSTITUTION, WHICH: (I) HAS ACTIVITIES AND/OR INTERESTS, EITHER THROUGH ITS BUSINESS OR EMPLOYEES, THAT INVOLVE IT IN THE FIELDS OF TRIBOLOGY OR LUBRICATION ENGINEERING; AND (II) DESIRES TO PARTICIPATE IN THE PROMOTION OF THE PURPOSES OF THE SOCIETY. ORGANIZATIONS MAY BE LIMITED IN THE NUMBER OF CORPORATE MEMBERS THEY ARE ALLOWED. A CORPORATE MEMBER SHALL DESIGNATE ONE OF ITS EMPLOYEES, WHO QUALIFIES AS A MEMBER OR ASSOCIATE MEMBER, TO BE ITS OFFICIAL REPRESENTATIVE IN THE SOCIETY, AND SUCH CORPORATE MEMBER REPRESENTATIVE SHALL HAVE ALL THE RIGHTS AND DUTIES OF A MEMBER. 6. FELLOW MEMBERS - FELLOW MEMBERSHIP MAY BE GRANTED TO ANY INDIVIDUAL WHO, ACCORDING TO THE SOCIETY'S FELLOWS COMMITTEE, HAS DEMONSTRATED OUTSTANDING PERSONAL ACHIEVEMENT IN THE FIELD OF TRIBOLOGY OR LUBRICATION ENGINEERING, HAS BEEN ENGAGED IN ACTIVE PRACTICE IN A SCIENCE AND/OR ENGINEERING PROFESSION FOR A MINIMUM OF TWENTY (20) YEARS, AND HAS BEEN A MEMBER FOR A MINIMUM OF TEN (10) YEARS. REGULAR MEMBERS, HONORARY MEMBERS, LIFE MEMBERS, CORPORATE MEMBER REPRESENTATIVES, AND FELLOW MEMBERS IN GOOD STANDING ARE ENTITLED TO VOTE, HOLD OFFICE, CHAIR AND SERVE ON COMMITTEES, AND ATTEND THE MEMBERSHIP MEETINGS, EDUCATIONAL MEETINGS AND SOCIAL FUNCTIONS OF THE SOCIETY. ASSOCIATE MEMBERS AND STUDENT MEMBERS MAY SERVE ON COMMITTEES AND ATTEND THE MEMBERSHIP MEETINGS, EDUCATIONAL MEETINGS, AND SOCIAL FUNCTIONS OF THE SOCIETY, BUT ARE NOT ENTITLED TO VOTE, HOLD OFFICE OR SERVE AS COMMITTEE CHAIRPERSONS.
FORM 990, PART VI, SECTION A, LINE 7A REGULAR MEMBERS, HONORARY MEMBERS, LIFE MEMBERS, CORPORATE MEMBER REPRESENTATIVES, AND FELLOW MEMBERS IN GOOD STANDING ARE ENTITLED TO VOTE ON MATTERS SUBMITTED TO A VOTE OF THE MEMBERSHIP. THE VOTING MEMBERS ELECT THE DIRECTORS-AT-LARGE.
FORM 990, PART VI, SECTION B, LINE 11B AT LEAST ONE WEEK PRIOR TO FILING THE RETURN, A COPY OF THE COMPLETED FORM 990 WITH ALL REQUIRED SCHEDULES IS POSTED IN A SECURED LOCATION ON THE SOCIETY'S WEBSITE. EACH MEMBER OF THE BOARD OF DIRECTORS HAS ACCESS TO THIS SITE AND IS INFORMED THAT THE FORM IS AVAILABLE FOR THEIR REVIEW. PRIOR TO THE FORM 990 BEING MADE AVAILABLE FOR BOARD MEMBERS' REVIEW, THE FORM IS CLOSELY REVIEWED BY BOTH THE EXECUTIVE DIRECTOR AND THE TREASURER. THIS REVIEW INCLUDES A CONFERENCE WITH A MEMBER OF THE ACCOUNTING FIRM THAT PREPARED THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12C ANY INDIVIDUAL INVOLVED IN A SOCIETY ACTIVITY OR DECISION-MAKING PROCESS MUST COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY AND SUBMIT THE FORM TO THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH THIS POLICY.
FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS TO DETERMINE AND REVIEW COMPENSATION OCCURS ANNUALLY. THE EXECUTIVE COMMITTEE (CONSISTING OF THE PRESIDENT, VICE PRESIDENT, IMMEDIATE PAST PRESIDENT, TREASURER AND SECRETARY) DETERMINES THE EXECUTIVE DIRECTOR'S SALARY. THEY EVALUATE PERFORMANCE, UTILIZE INDUSTRY DATA REGARDING SALARIES PAID TO EXECUTIVE DIRECTORS, AND COMPARE RESULTS TO THE FORM 990 FILINGS OF SIMILAR ORGANIZATIONS.
FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY'S GOVERNING DOCUMENTS ARE AVAILABLE ON THE SOCIETY'S WEBSITE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2017


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