2023-11-14T11:28:47-06:00 2022-12-31 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2022-01-01 530196491 SOCIETY OF AMERICAN MILITARY ENGINEERS SOCI 7035493800 1420 KING STREET 100 ALEXANDRIA VA 22314 MAJ GEN MICHAEL WEHR EXECUTIVE DIRECTOR 7035493800 2023-11-14 1 MAJ GEN MICHAEL WEHR 999009999 1 GLENN MILLER CPA P00086726 7035190990 2023-11-13 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MAJ GEN MICHAEL WEHR 1420 KING STREET 100 ALEXANDRIA VA 22314 11614401 0 1278 X WWW.SAME.ORG X 1924 DC PROMOTE AND FACILITATE ENGINEERING SUPPORT FOR NATIONAL SECURITY AMONG UNIFORMED SERVICES AND RELATED PROFESSIONS. 59 58 31 66 719643 423509 331305 374500 6289341 9229982 2023350 254156 182010 90738 8826006 9949376 0 0 0 0 2633100 3145529 0 0 46892 4141474 6770804 6774574 9916333 2051432 33043 13723509 12273778 3889226 3793846 9834283 8479932 TO PROVIDE EDUCATION AND SUPPORT TO THE ENGINEERING COMPONENTS OF THE MILITARY AND UNIFORMED SERVICES AND OTHER FEDERAL, STATE AND LOCAL GOVERNMENT AGENCIES RESPONSIBLE FOR THE NATION'S INFRASTRUCTURE, AND TO ADVANCE THE PARTNERSHIP BETWEEN GOVERNMENT AND THE ARCHITECTURE. 0 0 6540125 0 6279155 SOCIETY OF AMERICAN MILITARY ENGINEERS (SAME)'S ONGOING MISSION IS TO PROVIDE NETWORKING AND EDUCATIONAL OPPORTUNITIES WITHIN THE ENGINEERING COMMUNITY WITH A FOCUS ON THE DEPARTMENT OF DEFENSE (DOD) AND FEDERAL AGENCIES. SAME MEETINGS AND CONFERENCES PROVIDE OPPORTUNITIES FOR MEMBERS TO EXCHANGE KNOWLEDGE NETWORK AND BUILD RELATIONSHIPS WITHIN THE ARCHITECTURE, ENGINEERING, AND CONSTRUCTION (A/E/C) COMMUNITIES. IN 2022, SAME HOSTED MORE THAN 5 EVENTS IN THE UNITED STATES. EVENTS IN 2022 INCLUDED THE JOINT ENGINEERING TRAINING CONFERENCE AND EXPO, SMALL BUSINESS CONFERENCE, GOLDEN EAGLE AWARDS DINNER, DOD AND FEDERAL AGENCY BRIEFINGS, POST LEADER WORKSHOP, AND TRANSITION WORKSHOP AND JOB FAIRS. 997701 0 2261343 MEMBERSHIP ACTIVITIES AND POST OPERATIONS - SAME MEMBERSHIP ACTIVITIES SUPPORT THE COMMUNITY OF MORE THAN 24,000 A/E/C, ENVIRONMENTAL AND FACILITY MANAGEMENT PROFESSIONALS. ACTIVITIES INCLUDE RECRUITING AND RETAINING MEMBERS, UPDATING MEMBER RECORDS, RENEWING MEMBERSHIPS, RECOGNIZING MEMBERS FOR LONGEVITY IN SAME, AND INTERFACING WITH SAME POSTS TO SUPPORT THEIR RECRUITMENT AND RETENTION EFFORTS. IN SUPPORT OF THE OFFICERS, SAME PROVIDES TRAINING WORKSHOPS FOR POST LEADERS. 850501 0 3693 SAME PUBLISHES A HIGH-QUALITY PRINT PUBLICATION - THE MILITARY ENGINEER MAGAZINE. THE MILITARY ENGINEER (TME) MAGAZINE KEEPS MEMBERS INFORMED ABOUT ISSUES IMPACTING THE A/E/C INDUSTRY, ENVIRONMENTAL AND FACILITY MANAGEMENT FIELDS, AS THEY RELATE TO DOD AND OTHER FEDERAL AGENCIES. TME IS PUBLISHED SIX TIMES PER YEAR. THE TME HAS A DISTRIBUTION OF NEARLY 28,000. ON AVERAGE, TME HAS 100 NON-MEMBER SUBSCRIBERS, WHICH INCLUDES LIBRARIES, UNIVERSITIES, DEFENSE AGENCIES AND INTERESTED INDIVIDUALS. MAGAZINE SUBSCRIPTIONS RANGE FROM ONE MAGAZINE TO BULK SUBSCRIPTIONS OF UP TO 15 MAGAZINES. TME MAIN THEMES INCLUDED ENVIRONMENTAL ENGINEERING, INFRASTRUCTURE, ENERGY AND SUSTAINABILITY, PROJECT DELIVERY, ENVIRONMENTAL RESTORATION. 8388327 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 13 0 31 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 59 58 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X MAJ GEN MICHAEL WEHR 7035493800 1420 KING ST STE 100 ALEXANDRIA VA 22314 JOSEPH SCHROEDEL EXECUTIVE DIRECTOR, SECRETARY 40.00 4.00 X X 216662 0 13125 CINDY LINCIOME PRESIDENT 2.00 X X 0 0 0 CHARLIE PERHAM PRESIDENT-ELECT 2.00 X X 0 0 0 MIKE DARROW VICE PRESIDENT 2.00 X X 0 0 0 RAD DELANEY VICE PRESIDENT 2.00 X X 0 0 0 SHARON KROCK VICE PRESIDENT 2.00 X X 0 0 0 MARK HANDLEY PAST PRESIDENT 1.00 X X 0 0 0 MARIO BURGOS TREASURER 2.00 1.00 X X 0 0 0 CRAIG CROTTEAU COUNSEL 1.00 1.00 X X 0 0 0 DAVE NASH FOUNDATION CHAIR 2.00 1.00 X X 0 0 0 BOB BEVINS REGIONAL VICE PRESIDENT 3.00 X 0 0 0 MICHELLE CHAMBLISS-CAIN REGIONAL VICE PRESIDENT 3.00 X 0 0 0 BRIAN DUFFY REGIONAL VICE PRESIDENT 1.00 X 0 0 0 RYAN ELLIOTT REGIONAL VICE PRESIDENT 1.00 X 0 0 0 TED FOSTER REGIONAL VICE PRESIDENT 1.00 X 0 0 0 MIKE HERMAN REGIONAL VICE PRESIDENT 1.00 X 0 0 0 CHRIS KNUTSON REGIONAL VICE PRESIDENT 1.00 X 0 0 0 MIRO KURKA REGIONAL VICE PRESIDENT 2.00 X 0 0 0 PAMELA LITTLE REGIONAL VICE PRESIDENT 2.00 X 0 0 0 BEN MATTHEWS REGIONAL VICE PRESIDENT 1.00 X 0 0 0 AARON MURRAY REGIONAL VICE PRESIDENT 1.00 X 0 0 0 SCOTT NESBIT REGIONAL VICE PRESIDENT 1.00 X 0 0 0 MARK OHLSTROM REGIONAL VICE PRESIDENT 1.00 X 0 0 0 RUSSELL PATTERSON REGIONAL VICE PRESIDENT 1.00 X 0 0 0 BRUCE PRESTON REGIONAL VICE PRESIDENT 2.00 X 0 0 0 CARLOS SANCHEZ REGIONAL VICE PRESIDENT 1.00 X 0 0 0 CHRISTEN SARDANO REGIONAL VICE PRESIDENT 1.00 X 0 0 0 KEVIN WILSON REGIONAL VICE PRESIDENT 1.00 X 0 0 0 NORM CAMPBELL COMMITTEE CHAIR 3.00 X 0 0 0 SALLY CLARK COMMITTEE CHAIR 3.00 X 0 0 0 LISA COOLEY COMMITTEE CHAIR 3.00 X 0 0 0 ROLAND DEGUZMAN COMMITTEE CHAIR 1.00 X 0 0 0 LIZA GRUDIN COMMITTEE CHAIR 2.00 X 0 0 0 CHARYSSE KNOTTS COMMITTEE CHAIR 1.00 X 0 0 0 CINDY MILLER COMMITTEE CHAIR 1.00 X 0 0 0 CATHY OTIS COMMITTEE CHAIR 1.00 X 0 0 0 DANA OTTO COMMITTEE CHAIR 1.00 X 0 0 0 SHANE PAYNE COMMITTEE CHAIR 1.00 X 0 0 0 ALBERT ROMANO COMMITTEE CHAIR 1.00 X 0 0 0 JAMES ROMASZ COMMITTEE CHAIR 1.00 X 0 0 0 COREY WEAVER COMMITTEE CHAIR 1.00 X 0 0 0 RICK WICE COMMITTEE CHAIR 1.00 X 0 0 0 MARILYN ZENKO COMMITTEE CHAIR 1.00 X 0 0 0 DANIELLE BARNER DIRECTOR 3.00 X 0 0 0 ADAM BOUBEDE DIRECTOR 3.00 X 0 0 0 CRAIG BRYANT DIRECTOR 3.00 X 0 0 0 TIFFANY CASTRICONE DIRECTOR 3.00 X 0 0 0 PAT COULLAHAN DIRECTOR 3.00 X 0 0 0 JEFF DAVIS DIRECTOR 2.00 X 0 0 0 JOHN DAVIS DIRECTOR 1.00 X 0 0 0 NICK DESPORT DIRECTOR 1.00 X 0 0 0 PATRICK HOGEBOOM DIRECTOR 1.00 X 0 0 0 MIKE HUFFSTETLER DIRECTOR 1.00 X 0 0 0 NK MBAYA DIRECTOR 1.00 X 0 0 0 DAVE NEWKIRK DIRECTOR 1.00 X 0 0 0 LIZ PARENT DIRECTOR 1.00 X 0 0 0 ARPAN PATEL DIRECTOR 1.00 X 0 0 0 BLAIR SCHANTZ DIRECTOR 1.00 X 0 0 0 LEE ANN ZELESNIKAR DIRECTOR 1.00 X 0 0 0 ANN MCLEOD DIRECTOR - BUSINESS, MEETINGS, MARKETING 40.00 X 182453 0 21989 STEPHEN KARL DIRECTOR - COMMUNICATIONS & EDU 40.00 X 141651 0 23064 ROB BIEDERMAN DIRECTOR - INDUSTRY-GOVT ENGAGEMENT 40.00 X 175998 0 32506 NATALIE ROCHELEAU DIRECTOR - OPERATIONS 40.00 X 119117 0 9190 KELLY DAWSON EXHIBITS & SPONSORSHIP MANAGER 40.00 X 123610 0 20345 ALICIA PEREZ-ARRIETA ASSOCIATE DIRECTOR OF MEETINGS 40.00 X 118437 0 4725 1077928 0 124944 7 0 1 0 THE EXPO GROUP LP 5931 W CAMPUS CIRCLE DRIVE IRVING TX 75063 EVENT & TRADE SHOW DESIGN AND MANAGEMENT 425762 CLIFTONLARSONALLEN LLP 220 SOUTH 6TH ST STE 300 MINNEAPOLIS MN 55402 OUTSOURCED ACCOUNTING SERVICES 271152 ERESOURCES LLC 233 3RD ST SW OCALA FL 34471 TECHONOLOGY CONSULTING & IT MANAGEMENT S 112836 3 312500 62000 374500 CONFERENCES AND SPONSORSHIPS 900099 6279155 6279155 MEMBERSHIP DUES 900099 2261343 2261343 SOCIETY PUBLICATIONS 541800 689484 3693 685791 9229982 222539 222539 20758 20758 1695751 1664134 31617 31617 31617 28570 891 27679 27679 WEB ADVERTISING 541800 33852 33852 SPONSORED CONTENT 900099 8000 8000 449 449 42301 9949376 8544191 719643 311042 434228 343730 86122 4376 2177301 1723525 431833 21943 71724 56776 14225 723 285539 226029 56633 2877 176737 139903 35053 1781 285326 285326 55837 55837 412439 405049 6440 950 106683 82079 24604 403479 128962 262970 11547 303896 249196 54700 337070 302772 34298 4282201 4204759 77442 100733 82602 15436 2695 78906 70257 8649 PRODUCTION & PRINTING 187229 176866 10363 AWARDS & STIPENDS 101737 101737 TAXES & LICENSES 85396 69147 16249 DUES & SUBSCRIPTIONS 9261 7594 1667 20611 17344 3267 9916333 8388327 1481114 46892 1972740 380819 807042 753698 170616 129585 111 0 487095 283586 2085814 583761 1032364 1502053 6706020 7077357 1173225 666129 1374296 1480551 13723509 12273778 381157 741041 1130986 1000298 2064583 0 312500 0 0 2052507 3889226 3793846 X 9834283 8479932 9834283 8479932 13723509 12273778 33043 -1387393 -1 0 X 0 1 X 1 0 X 3908 331305 374500 709713 6657340 7046997 3116633 5595764 8544191 30960925 255799 37019 292818 6657340 7046997 3376340 5927069 8955710 31963456 540 19836 20376 139646 161718 615552 916916 140186 161718 635388 937292 31026164 184432 170960 147104 141517 243297 887310 72657 49210 212821 435293 769981 257089 220170 359925 576810 243297 1657291 719643 719643 11571 64743 76314 6914429 7267167 3747836 6568622 9918650 34416704 0.90150 0.90740 0.04820 0.05360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 583691 93621 490070 167951 75699 92252 1334172 414441 919731 1502053 CASH EQUIVALENTS 666129 C 666129 DUE FROM SAME FOUNDATION 121692 OPERATING LEASE RIGHT-OF-USE ASSET 1358859 1480551 DUE TO SAME FOUNDATION 12165 OPERATING LEASE LIABILITY 2040342 2052507 X X X 0 0 0 0 0 0 0 1 0 JOSEPH SCHROEDEL EXECUTIVE DIRECTOR, SECRETARY 197662 0 19000 0 0 0 10117 0 3008 0 229787 0 0 0 ROB BIEDERMAN DIRECTOR - INDUSTRY-GOVT ENGAGEMENT 160998 0 15000 0 0 0 9072 0 23434 0 208504 0 0 0 ANN MCLEOD DIRECTOR - BUSINESS, MEETINGS, MARKE 167453 0 15000 0 0 0 9261 0 12728 0 204442 0 0 0 STEPHEN KARL DIRECTOR - COMMUNICATIONS & EDU 131651 0 10000 0 0 0 6172 0 16892 0 164715 0 0 0 PART I, LINE 7 BONUSES WERE AWARDED FOR THE OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES BASED ON AN APPRAISAL OF THEIR PERFORMANCES. FORM 990, PART VI, SECTION A, LINE 6 ANY INDIVIDUAL, PRIVATE COMPANY, PUBLIC AGENCY, NONPROFIT ORGANIZATION, ACADEMIC INSTITUTION CAN JOIN THE MEMBERSHIP OF SAME. AN INDIVIDUAL MEMBER MAY BE CLASSIFIED AS A STUDENT MEMBER, YOUNG MEMBER, PUBLIC SECTOR MEMBER, REGULAR MEMBER, FULLY RETIRED MEMBER, AND LIFE MEMBER. THE FOLLOWING CATEGORIES OF MEMBERSHIP FOR COMPANIES, NONPROFIT ORGANIZATIONS, ACADEMIC INSTITUTIONS, AND PUBLIC AGENCIES ARE: CORPORATE MEMBERS, PUBLIC AGENCY, NONPROFIT AND ACADEMIC INSTITUTIONS. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT APPOINTS A NOMINATING COMMITTEE OF SEVEN SOCIETY MEMBERS (REPRESENTING A CROSS-SECTION OF MEMBERSHIPS) WHICH NOMINATES ONE OR MORE CANDIDATES FOR ELECTION TO THE BOARD OF DIRECTORS. IN THE CASE OF A TIE VOTE BETWEEN TWO OR MORE CANDIDATES FOR THE SAME OFFICE, THE MEMBERS OF THE BOARD OF DIRECTORS WILL DECIDE BY BALLOT. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERSHIP (AS DESCRIBED IN LINE 6) MUST APPROVE ANY CHANGES TO SAME'S CONSTITUTION. FORM 990, PART VI, SECTION B, LINE 11B AFTER PREPARATION BY AN INDEPENDENT CPA FIRM, THE DRAFT VERSION OF THE FEDERAL FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, CONTROLLER, AND MEMBERS OF THE AUDIT COMMITTEE. THE FORM 990 IS THEN POSTED TO THE SECTION OF THE WEBSITE THAT IS AVAILABLE TO ALL BOARD MEMBERS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY EACH OFFICER, DIRECTOR, AND EMPLOYEE AND ACKNOWLEDGED IN WRITING. THE EXECUTIVE DIRECTOR MONITORS POLICY COMPLIANCE WITH ANNUAL COMPLIANCE STATEMENTS AND BY RESPONDING TO QUESTIONS ABOUT THE POLICY. SHOULD A CONFLICT ARISE, THE OFFICER, DIRECTOR, OR EMPLOYEE MAY RECUSE HIMSELF/HERSELF FROM INVOLVEMENT IN OR DISCUSSION OR DECISION THAT HE OR SHE BELIEVE THEY HAVE A CONFLICT WITHOUT GOING THROUGH THE PROCESS TO DETERMINE IF A CONFLICT EXISTS. IF A DISCLOSURE OF A CONFLICT IS MADE AND A REVIEW HAPPENS, DURING THE REVIEW, THE PERSON WHO HAS THE CONFLICT IS PROHIBITED FROM PARTICIPATING IN DISCUSSIONS UNTIL THE CONFLICT IS RESOLVED AND DISCLOSED AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 SAME HAS ESTABLISHED A COMPENSATION COMMITTEE CONSISTING OF THREE BOARD MEMBERS PRESIDENT (ELECTED), VICE PRESIDENT (ELECTED), AND PAST PRESIDENT (ELECTED) TO REVIEW THE SALARY AND COMPENSATION PACKAGE OF THE EXECUTIVE DIRECTOR USING VARIOUS CRITERIA. SALARY SURVEYS ARE REVIEWED ANNUALLY. THE COMPENSATION COMMITTEE EVALUATES PERFORMANCE AGAINST MAJOR ELEMENTS OF THE POSITION DESCRIPTION AND DETERMINES THE APPROPRIATE SALARY ADJUSTMENTS AND BONUS. EMAIL DOCUMENTATION IS PROVIDED ON THIS DETERMINATION. WHEN HIRING FOR DIRECTOR POSITIONS, THE EXECUTIVE DIRECTOR AND THREE OTHER DIRECTORS REVIEW SALARY SURVEY DATA, ASSESSING THE SALARIES OF VIABLE CANDIDATES FOR THE POSITION. OFFERS ARE MADE USING SALARIES COMPARABLE TO OTHER SAME DIRECTORS, TAKING INDIVIDUAL SCOPE AND LEVEL OF RESPONSIBILITIES INTO CONSIDERATION. THE LAST COMPENSATION REVIEW WAS UNDERTAKEN IN MARCH 2018. FORM 990, PART VI, SECTION C, LINE 19 ALL SAME GOVERNING DOCUMENTS, INCLUDING CONFLICT OF INTEREST STATEMENTS ARE AVAILABLE ON SAME'S WEBSITE. ANNUAL REPORTS ARE ALSO AVAILABLE ON THE WEBSITE. SPECIFIC FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. SOCIETY OF AMERICAN MILITARY ENGINEERS FOUNDATION 1420 KING ST STE 100 ALEXANDRIA VA 22314 811960637 TO SUPPORT EDUCATIONAL AND SCIENTIFIC PURPOSES OF SAME DC 501(C)(3) LINE 12A, I SOCIETY OF AMERICAN MILITARY ENGINEERS 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0