2023-11-10T11:38:39-06:00 2022-12-31 061244958 CARTER HAYES ASSOCIATES PC 1970 WHITNEY AVENUE BLDG 2 HAMDEN CT 06517 990 2022-01-01 060692002 SOCIETY OF PLASTICS ENGINEERS INC SOCI 2037405400 83 WOOSTER HEIGHTS ROAD 125 DANBURY CT 06810 PATRICK FARREY CHIEF EXECUTIVE OFFICER 2037405400 2023-11-10 1 PATRICK FARREY 999009999 1 DAVID A SCARAMOZZA P00157253 2032873990 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICK FARREY 83 WOOSTER HEIGHTS ROAD 125 DANBURY CT 06810 4145919 0 X WWW.4SPE.ORG X 1942 MI THE SOCIETY OF PLASTICS ENGINEERS (SPE) SUPPORTS PEOPLE AND COMPANIES IN THE PLASTICS INDUSTRY, BY PRODUCING PROGRAMS WHICH FACILITATE THE SHARING OF KNOWLEDGE, THE STRENGTHENING OF SKILLS AND THE PROMOTION OF THE PLASTICS INDUSTRY WORLDWIDE. SPE SERVES PLASTICS PROFESSIONALS FROM EVERY SEGMENT OF THE INDUSTRY, INCLUDING ENGINEERS, SCIENTISTS, TECHNICIANS, SALESPEOPLE, MARKETERS, RETAILERS AND REPRESENTATIVES FROM ALL PLASTICS-PRODUCING AND PLASTICS-USING INDUSTRIES. THESE STAKEHOLDERS USE SPE AS A FORUM TO DISCUSS CRITICAL ISSUES AND SHARE TECHNICAL ADVANCEMENTS FOR THE BETTERMENT OF THE INDUSTRY AND OF SOCIETY AS A WHOLE. 9 9 16 577 0 0 972669 912786 2322923 2240322 556293 461147 0 405 3851885 3614660 244034 241161 0 0 1506917 1825147 0 0 65295 1292765 1695175 3043716 3761483 808169 -146823 7877326 6755198 2789289 3240018 5088037 3515180 X THE SOCIETY OF PLASTICS ENGINEERS (SPE) SUPPORTS PEOPLE AND COMPANIES IN THE PLASTICS INDUSTRY, BY PRODUCING PROGRAMS WHICH FACILITATE THE SHARING OF KNOWLEDGE, THE STRENGTHENING OF SKILLS AND THE PROMOTION OF THE PLASTICS INDUSTRY WORLDWIDE. SPE SERVES PLASTICS PROFESSIONALS FROM EVERY SEGMENT OF THE INDUSTRY, INCLUDING ENGINEERS, SCIENTISTS, TECHNICIANS, SALESPEOPLE, MARKETERS, RETAILERS AND REPRESENTATIVES FROM ALL PLASTICS-PRODUCING AND PLASTICS-USING INDUSTRIES. THESE STAKEHOLDERS USE SPE AS A FORUM TO DISCUSS CRITICAL ISSUES AND SHARE TECHNICAL ADVANCEMENTS FOR THE BETTERMENT OF THE INDUSTRY AND OF SOCIETY AS A WHOLE. 0 0 2945299 241161 2240727 THE ORGANIZATION PROVIDES THE FOLLOWING SERVICES, AVAILABLE BOTH TO MEMBER AND NON-MEMBER PLASTICS PROFESSIONALS: THE JOURNAL OF POLYMER ENGINEERING & SCIENCE; THE JOURNAL OF POLYMER COMPOSITES; THE JOURNAL OF VINYL & ADDITIVE TECHNOLOGY; THE JOURNAL OF SPE POLYMERS; PLASTICS ENGINEERING MAGAZINE; MORE THAN A DOZEN WORLDWIDE TECHNICAL CONFERENCES; ANNUAL TECHNICAL CONFERENCE (ANTEC - ATTENDED BY APPROXIMATELY 1,000); RESEARCH INCLUDING VARIOUS MEMBER SURVEYS; THE SPE ONLINE TECHNICAL LIBRARY (MORE THAN 14,000 PAPERS); SPE COMMUNITIES (ONLINE OPEN FORUM); PLASTICS INSIGHT NEWSLETTER; SCHOLARSHIPS AND GRANTS THROUGH THE SPE FOUNDATION. 2945299 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 1 1 1 1 1 0 1 1 1 1 0 1 1 1 1 1 0 CT X X PATRICK FARREY 2037405400 83 WOOSTER HEIGHTS ROAD SUITE 125 DANBURY CT 06810 JAIME A GOMEZ PAST PRESIDENT 2.00 X 0 0 0 LYNZIE NEBEL VICE PRESIDENT MEMBER ENGA 2.00 X 0 0 0 JASON LYONS PRESIDENT 2.00 X X 0 0 0 PAUL MARTIN VICE PRESIDENT APPOINTED 2.00 X 0 0 0 JAMES WADDELL VICE PRESIDENT BUSINESS AN 2.00 X X 0 0 0 SCOTT EASTMAN VICE PRESIDENT CHAPTERS 2.00 X X 0 0 0 PAVAN VALAVALA VICE PRESIDENT PROFESSIONA 2.00 X 0 0 0 RAYMOND PEARSON VICE PRESIDENT PUBLICATION 2.00 X 0 0 0 BRUCE MULHOLLAND PRESIDENT-ELECT 2.00 X 0 0 0 CONOR CARLIN VICE PRESIDENT SUSTAINABIL 2.00 X 0 0 0 PATRICK FARREY CHIEF EXECUTIVE OFFICER 50.00 X 375072 0 9150 375072 0 9150 1 0 1 0 0 20933 891853 912786 PUBLICATIONS 513120 1291220 1291220 MEMBERSHIP DUES 541900 713440 713440 CONFERENCES 611430 234442 234442 SPE STORE 459900 1220 1220 2240322 348791 348791 643615 531259 112356 112356 112356 MISCELLANEOUS 900099 405 405 405 3614660 2240727 0 461147 206411 206411 22750 22750 12000 12000 384222 281965 94076 8181 1141397 837626 279469 24302 21915 16083 5366 466 161661 118637 39582 3442 115952 85093 28391 2468 11525 8458 2822 245 99193 72794 24287 2112 198034 145329 48488 4217 1397 1025 342 30 391866 287575 95948 8343 131937 96823 32305 2809 3119 2289 764 66 171925 126168 42096 3661 124486 91356 30480 2650 56311 41324 13788 1199 4071 2987 997 87 22835 16758 5591 486 PUBLICATIONS 438066 438066 MEMBERSHIP SERVICES 24026 17631 5883 512 AWARDS 15508 15508 PROFESSIONAL DEVELOPMEN 876 643 214 19 3761483 2945299 750889 65295 584759 319768 45053 56773 50000 75182 94217 88392 166254 22793 12388 9415 10405 7074525 6057781 7877326 6755198 156074 138490 1383761 1201802 931071 1560894 318383 338832 2789289 3240018 X 3910566 2574721 1177471 940459 5088037 3515180 7877326 6755198 -146823 -1426034 0 X 0 1 X 1 0 X 1517627 1518668 1341066 1412270 1605293 7394924 2206611 2131899 1456741 1883322 1548221 9226794 3724238 3650567 2797807 3295592 3153514 16621718 0 0 0 16621718 274996 256681 260192 468513 348791 1609173 274996 256681 260192 468513 348791 1609173 3999234 3907248 3057999 3764105 3502305 18230891 0.91170 0.91680 0.08830 0.08320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 83510 83510 33510 50000 83510 33510 33510 33510 33510 33510 33510 0.40127 0.59873 0 0 22793 12388 10405 10405 DUE TO SECTIONS AND DIVISIONS 338832 338832 X 2188626 -1426034 -1426034 3614660 0 3614660 3761483 0 3761483 0 3761483 PART V, LINE 4: $33,510 QUASI ENDOWMENT AND $50,000 SCHOLARSHIP ENDOWMENT PART X, LINE 2: THE ORGANIZATION FILES TAX RETURNS IN THE UNITED STATES. THE ORGANIZATION HAS NOT TAKEN ANY TAX POSITIONS THAT MANAGEMENT BELIEVES WOULD RESULT IN ADDITIONAL TAX LIABILITIES UPON EXAMINATION OF THE TAX RETURNS BY A TAX JURISDICTION. THE ORGANIZATION HAS NO OPEN TAX YEARS PRIOR TO 2019. THE ORGANIZATION'S RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR A PERIOD OF THREE YEARS. 1 EUROPE 1 1 OFFICE IS MAINTAINED TO ASSIST MEMBERSHIP AND COORDINATE SEMINARS IN THE LOCAL EUROPEAN COMMUNITY ASSIST MEMBERS IN REGISTERING FOR SEMINARS AND RENEWING MEMBERSHIPS 65167 1 1 0 0 1 1 65167 0 65167 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SCHOLARSHIP 10000 CHECK 0 1 0 0 0 0 0 0 PART I, LINE 2: SPE ASKS THE RECIPIENTS TO KEEP THEM INFORMED AS TO THE USE OF THE FUNDS AND THE PROGRESS OF THEIR PROJECT OR USE. PART III ACCOUNTING METHOD: 1 UNIVERSITY OF MASSACHUETTS-LOWELL 220 PAWTUCKET STREET SUITE 131 LOWELL MA 01854 046002284 170(B)(1)(A)(II) 8500 0 SCHOLARSHIP SHAWNEE STATE UNIVERSITY 940 SECOND STREET PORTSMOUTH OH 45662 310864917 170(B)(1)(A)(II) 10500 0 SCHOLARSHIP UNIVERSITY OF AKRON P O BOX 2260 AKRON OH 44309 341972453 170(B)(1)(A)(II) 10125 0 SCHOLARSHIP NEW PARADIGM FOR EDUCATION 440 BURROUGHS STREET SUITE 518 DETROIT MI 48202 272059007 509(A)(2) 15000 0 ECOTEK SCIENCE AT WORK! LAB UNIVERSITY OF TENNESSEE KNOXVILLE 211 STUDENT SERVICES BUILDING KNOXVILLE TN 37996 626001636 170(B)(1)(A)(II) 8000 0 SCHOLARSHIP WESTERN WASHINGTON UNIVERSITY 516 HIGH STREET BELLINGHAM WA 98225 916000562 170(B)(1)(A)(II) 21125 0 SCHOLARSHIP CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 44106 341018992 170(B)(1)(A)(II) 10500 0 SCHOLARSHIP DREXEL UNIVERSITY 3141 CHESTNUT STREET PHILADELPHIA PA 19104 231352630 170(B)(1)(A)(II) 5500 0 SCHOLARSHIP UNIVERSITY OF ALABAMA AT BIRMINGHAM 2ND AVENUE SOUTH BIRMINGHAM AL 35294 636005396 170(B)(1)(A)(II) 5125 0 SCHOLARSHIP UNIVERSITY OF NOTRE DAME 128 MCKENNA NOTRE DAME IN 46556 350868188 170(B)(1)(A)(II) 6500 0 SCHOLARSHIP UNIVERSITY OF WISCONSIN-MADISON 333 EAST CAMPUS MALL 10501 MADISON WI 53715 396006492 170(B)(1)(A)(II) 6500 0 SCHOLARSHIP UNIVERSITY OF WISCONSIN-STOUT 712 BROADWAY STREET S MENOMONIE WI 54751 391805963 170(B)(1)(A)(II) 8000 0 SCHOLARSHIP AMERICAN INTERNATIONAL ACADEMY 440 BURROUGHS STREET SUITE 518 DETROIT MI 48202 452705199 509(A)(2) 30000 0 ECOTEK SCIENCE AT WORK! LAB 16 AWARDS 12 6000 SCHOLARSHIPS 3 16750 PART I, LINE 2: SPE ASKS THE RECIPIENTS TO KEEP THEM INFORMED AS TO THE USE OF THE FUNDS AND THE PROGRESS OF THEIR PROJECT OR USE. X X X X 0 0 0 0 0 0 0 0 0 PATRICK FARREY CHIEF EXECUTIVE OFFICER 375072 0 0 0 0 0 9150 0 0 0 384222 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE JANUARY 1, 2023, THE COMMITTEE FORMERLY KNOWN AS THE SPE EXECUTIVE BOARD (EB) HAS CHANGED TO THE SPE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 VOTING MEMBERS: ALL PROFESSIONAL MEMBERS AND STUDENT MEMBERS SHALL HAVE THE RIGHT TO VOTE, HOLD ELECTIVE OFFICE AND PARTICIPATE IN ALL THE AFFAIRS OF SPE. PROFESSIONAL MEMBERS AND STUDENT MEMBERS WHO ARE CURRENT WITH DUES PAYMENT ARE CONSIDERED "MEMBERS IN GOOD STANDING" AS REFERENCED IN BYLAWS AND OPERATING POLICIES. PROFESSIONAL MEMBERS MAY HAVE FURTHER CLASSIFICATION OF THEIR MEMBERSHIP STATUS. PROFESSIONAL MEMBER CLASSIFICATIONS INCLUDE YOUNG PROFESSIONAL MEMBER, DISTINGUISHED MEMBER, FELLOW OF THE SOCIETY, HONORED SERVICE MEMBER, OR EMERITUS MEMBER. A STUDENT MEMBER SHALL BE A REGULARLY ENROLLED, FULL-TIME STUDENT IN A COURSE OF STUDY FOR A FUTURE IN THE PLASTICS INDUSTRY. NON-VOTING MEMBERS: E-MEMBERS AND HONORARY MEMBERS MAY NOT PARTICIPATE IN ALL AFFAIRS OF SPE NOR HAVE THEY VOTING RIGHTS, NOR CAN THEY HOLD SPE OFFICE IN SECTIONS AND DIVISIONS. SECTION/DIVISION AFFILIATION: ALL PROFESSIONAL MEMBERS AND STUDENT MEMBERS IN GOOD STANDING SHALL HAVE THE PRIVILEGE OF AFFILIATING WITH AFFILIATE GROUPS. E-MEMBERS AND HONORARY MEMBERS HAVE NO AFFILIATION. FORM 990, PART VI, SECTION A, LINE 7A THE COUNCIL CONSISTS OF REPRESENTATIVES ELECTED BY MEMBERS AFFILIATED WITH SECTIONS AND DIVISIONS AS PROVIDED IN THE BYLAWS, THE IMMEDIATE PAST PRESIDENT AS COUNCILOR-AT-LARGE, AND A COUNCILOR- OR COUNCILORS-AT-LARGE AS MAY BE PROVIDED IN THE BYLAWS. EACH COUNCILOR SHALL BE A VOTING MEMBER OF SPE WHEN SEATED AND SHALL ELECT THE MEMBERS OF THE EXECUTIVE BOARD. THE EXECUTIVE BOARD IS THE ULTIMATE GOVERNING BODY OF SPE. THE EXECUTIVE BOARD SHALL HAVE FULL AUTHORITY TO ACT ON ALL BUSINESS MATTERS OF SPE SUBJECT TO THE APPLICABLE FEDERAL, STATE AND LOCAL LAWS AND TO THE BYLAWS AND OPERATING POLICIES OF SPE. THE COUNCIL HAS THREE SPECIFIC POWERS: 1) TO ELECT CERTAIN MEMBERS OF THE EXECUTIVE BOARD; 2) TO OVERTURN BY A 2/3 MAJORITY ANY BYLAW CHANGES APPROVED BY THE EXECUTIVE BOARD, AND; 3) TO CONVENE SPECIAL MEETINGS OF THE COUNCILORS WHEN NEEDED. FORM 990, PART VI, SECTION A, LINE 7B THE COUNCIL HAS THREE SPECIFIC POWERS: 1) TO ELECT CERTAIN MEMBERS OF THE EXECUTIVE BOARD; 2) TO OVERTURN BY A 2/3 MAJORITY ANY BYLAW CHANGES APPROVED BY THE EXECUTIVE BOARD, AND; 3) TO CONVENE SPECIAL MEETINGS OF THE COUNCILORS WHEN NEEDED. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY TAX PROFESSIONALS IN CONJUNCTION WITH SPE'S ACCOUNTING MANAGER AND DIRECTOR, OPERATIONS AND ADMINISTRATION. THE RETURN IS REVIEWED BY A TEAM CONSISTING OF THE CHIEF EXECUTIVE OFFICER, ACCOUNTING MANAGER AND DIRECTOR, OPERATIONS AND ADMINISTRATION. THE RETURN IS THEN PRESENTED TO THE FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE FOR FINAL REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND EXECUTIVE COMMITTEE MEMBERS ARE REMINDED OF THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF EVERY COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THERE IS A PERFORMANCE AND COMPENSATION COMMITTEE WHICH IS A COMMITTEE OF THE EXECUTIVE COMMITTEE. THE DIRECTOR, OPERATIONS AND ADMINISTRATION IS THE STAFF LIASON TO THIS GROUP. SALARY IS BENCHMARKED VIA THE USE OF SURVEY DATA WITH OTHER LIKE TYPE ORGANIZATIONS. IN ADDITION, THERE IS A REVIEW OF DEPARTMENT OF LABOR WAGE DEMOGRAPHICS FOR THE GEOGRAPHIC REGION. FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS ARE MADE AVAILABLE BY CONTACTING THE ORGANIZATION AT THE ADDRESS OR PHONE NUMBER LISTED ON PAGE ONE OF THE RETURN. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE BY CONTACTING THE ORGANIZATION AT THE ADDRESS OR PHONE NUMBER LISTED ON PAGE ONE OF THE RETURN.