2022-02-15T10:26:18-06:00 2021-03-31 420714325 RSM US LLP 210 PARK AVE SUITE 1725 OKLAHOMA CITY OK 73102 990 2020-04-01 752001539 SOCIETY OF PETROLEUM ENGINEERS INC SOCI 9729529393 222 PALISADES CREEK DRIVE RICHARDSON TX 75080 STEVEN BYRNE CHIEF FINANCIAL OFFICER 9729529393 2022-02-14 1 STEVEN BYRNE 999009999 LAUREN NOWAKOWSKI P01796934 4052397961 2022-02-14 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARK A RUBIN 222 PALISADES CREEK DRIVE RICHARDSON TX 75080 36558632 0 X WWW.SPE.ORG X 1984 TX THE SOCIETY OF PETROLEUM ENGINEERS (SPE) IS A NOT-FOR-PROFIT PROFESSIONAL ASSOCIATION WHOSE MEMBERS ARE ENGAGED IN ENERGY RESOURCES DEVELOPMENT AND PRODUCTION. SPE SERVES APPROXIMATELY 140,100 MEMBERS IN 144 COUNTRIES WORLDWIDE. SPE IS A KEY RESOURCE FOR TECHNICAL KNOWLEDGE RELATED TO THE OIL AND GAS EXPLORATION AND PRODUCTION INDUSTRY AND PROVIDES SERVICES THROUGH ITS PUBLICATIONS, EVENTS, TRAINING COURSES AND ONLINE RESOURCES AT WWW.SPE.ORG. 21 21 161 5000 711345 3120 340056 6413530 41548864 13288501 1462889 6233029 712175 359389 44063984 26294449 712446 613251 0 0 19077797 18082204 0 0 62155 25364121 10937557 45154364 29633012 -1090380 -3338563 66951629 63037265 24066701 17957140 42884928 45080125 X THE MISSION OF THE SOCIETY OF PETROLEUM ENGINEERS (SPE) IS TO COLLECT, DISSEMINATE, AND EXCHANGE TECHNICAL KNOWLEDGE CONCERNING THE EXPLORATION, DEVELOPMENT, AND PRODUCTION OF OIL AND GAS RESOURCES, AND RELATED TECHNOLOGIES FOR THE PUBLIC BENEFIT, AND TO PROVIDE OPPORTUNITIES FOR PROFESSIONALS TO ENHANCE THEIR TECHNICAL AND PROFESSIONAL COMPETENCE. 0 0 4635465 0 1407924 MEETINGS, CONFERENCES, WORKSHOPS, FORUM SERIES, TRAINING COURSES, AND SYMPOSIUMS - SPE'S MEETING STRATEGY IS TO DELIVER HIGH QUALITY MEETINGS AND EVENTS FOR THE BENEFIT OF SPE MEMBERS, AND THE PUBLIC. MEETINGS CAN BE HELD IN VARIOUS FORMATS SUCH AS CONFERENCES, WORKSHOPS, SYMPOSIA, SUMMITS, FORUMS, TRAINING AND WEBINARS. SPE MANAGES 40-50 EVENTS A YEAR. THE EVENTS RELATE TO TECHNICAL TOPICS BROUGHT FORWARD BY MEMBERS OF SPE THAT ARE RELATED TO THE EXPLORATION AND DEVELOPMENT OF OIL AND GAS. ALL EVENTS WERE HELD VIRTUALLY IN TAX YEAR 2020 DUE TO THE COVID-19 PANDEMIC. 4318198 613251 6763661 MEMBER PROGRAMS, INCLUDING U.S. SECTIONS AND STUDENT CHAPTERS - SPE MEMBER PROGRAMS INCLUDE BENEFITS AND ACTIVITIES FOR SPE MEMBERS. SPE DELIVERS TO ITS MEMBERS VARIOUS PROGRAMS THROUGH SECTIONS AND STUDENT CHAPTERS. SPE PROVIDES THE FUNDING FOR THE DISTINGUISHED LECTURER PROGRAM THAT ALLOWS SECTIONS TO INVITE UP TO 3 DISTINGUISHED LECTURERS TO THEIR MEETINGS EACH YEAR. THE DISTINGUISHED LECTURER IS AN SPE VOLUNTEER WHO IS A TECHNICAL EXPERT IN HIS/HER GIVEN AREA OF OIL AND GAS. SPE COVERS ALL TRAVEL COSTS RELATED TO THE TRAVEL FOR THE DISTINGUISHED LECTURER TO THE SECTION. SPE PRODUCES A NUMBER OF PROGRAMS FOR ITS YOUNG MEMBERS. ACTIVITIES SUCH AS STUDENT PAPER CONTESTS, PETRO BOWL AND LEADERSHIP ALLIANCE PROGRAMS ARE JUST A FEW OF THE PROGRAMS OFFERED TO YOUNG PROFESSIONAL AS WELL AS STUDENT MEMBERS. 7846691 0 2533810 PUBLICATIONS - MAGAZINES, ONEPETRO, AND TECHNICAL JOURNALS - PROVIDES JOURNALS AND WEBSITE ACCESS FOR THE SOCIETY'S PUBLICATIONS, WEBSITES, ONLINE CONTENT REPOSITORIES AND TOOLS IN ORDER TO MAINTAIN AND STIMULATE EFFECTIVE KNOWLEDGE CAPTURE, DISSEMINATION AND ARCHIVING OF SPE'S CONTENT FOR ITS MEMBERS, AND THE PUBLIC. AVENUES OF DELIVERING THE TECHNICAL CONTENT INCLUDE SPE RESEARCH PORTALS (ONEPETRO AND PETROWIKI), SERIAL PUBLICATIONS SUCH AS THE JOURNAL OF PETROLEUM TECHNOLOGY, PEER-REVIEWED JOURNALS, SPE BOOKS AND SPE'S DEFINITIONS AND GUIDELINES. 942283 2678447 ASSOCIATED STAFF COSTS, MANAGEMENT FEE INCOME, IT INFRASTRUCTURE COSTS AND MISC. REVENUE IN SUPPORT OF THE MAJOR PROGRAMS OF SPE. 942283 2678447 17742637 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 130 0 1 161 1 1 1 1 BR CA EG MY AE UK 0 0 0 0 0 0 0 0 0 0 X 21 21 1 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X STEVEN BYRNE 9729529393 222 PALISADES CREEK DRIVE RICHARDSON TX 75080 MARK A RUBIN CEO AND EXECUTIVE VP 35.00 5.00 X 429165 0 96743 STEPHEN GRAHAM CHIEF OPERATING OFFICER 35.00 5.00 X 319071 0 85129 JOHN BODEN VP INFORMATION & MEMBER SE 35.00 5.00 X 213675 0 54034 STEVEN BYRNE CHIEF FINANCIAL OFFICER 35.00 5.00 X 219810 0 46302 GLENDA SMITH VP - COMMUNICATIONS 40.00 0.00 X 211751 0 27278 KIRK COLLIGAN SR. EXHIBITS & SPONSORSHIP 40.00 0.00 X 183715 0 46660 LEIGH ANN RUNYAN DIRECTOR - AMERICAS EVENTS 40.00 0.00 X 191957 0 38036 JUDY JOHNSTON GENERAL COUNSEL 40.00 0.00 X 194346 0 29281 JANE BOYCE MD - MEMBER SERVICES 40.00 0.00 X 176077 0 36096 JASON PLOTKIN SALES MANAGER EXHIBITS 40.00 0.00 X 194365 0 11916 MICHAEL SCHLOTTMAN SR. MANAGER - IT OPERATIONS 40.00 0.00 X 134757 0 48643 KIMBERLY RICHARDSON DIRECTOR - IT 40.00 0.00 X 141389 0 25526 SAMI AL-NUAIMTERM TO 10420 2019 SPE PRESIDENT 1.00 0.00 X X 0 0 0 SHAUNA NOONAN 2020 SPE PRESIDENT 1.00 0.00 X X 0 0 0 TOM BLASINGAME 2021 SPE PRESIDENT 1.00 0.00 X X 0 0 0 KAMEL BEN-NACEUR 2022 SPE PRESIDENT 1.00 0.00 X X 0 0 0 STEVE CHEUNG RD - NORTH AMERICA 1.00 0.00 X 0 0 0 NASIR DARMAN RD - ASIA PACIFIC 1.00 0.00 X 0 0 0 BIROL DINDORUKTERM TO 10420 TD - MANAGEMENT & INFORMATION 1.00 0.00 X 0 0 0 RAMONA GRAVESTERM TO 10420 ACADEMIA 1.00 0.00 X 0 0 0 OMOWUMI ILEDARE RD - AFRICA 1.00 0.00 X 0 0 0 AIZHANA JUSSUPBEKOVATO 10420 RD - RUSSIA & CASPIAN 1.00 0.00 X 0 0 0 ERDAL OZKAN TD - RESERVOIR 1.00 0.00 X 0 0 0 TERRY PALISCH TD - COMPLETIONS 1.00 0.00 X 0 0 0 CESAR PATINOTERM TO 10420 RD - LATIN AMERICA & CARIBBEAN 1.00 0.00 X 0 0 0 TK SENGUPTATERM TO 10420 RD - SOUTH ASIA & PACIFIC 1.00 0.00 X 0 0 0 QASEM AL-KAYOUMI RD - MIDDLE EAST & NORTH AFRICA 1.00 0.00 X 0 0 0 ZACHARY EVANS RD - NORTH AMERICA 1.00 0.00 X 0 0 0 BOB PEARSON TD - PRODUCTION & FACILITIES 1.00 0.00 X 0 0 0 DAVID REID TD - DRILLING 1.00 0.00 X 0 0 0 FAISAL AL-NUGHAIMISH RD - MIDDLE EAST & NORTH AFRICA 1.00 0.00 X 0 0 0 JEAN-MARC DUMASTO 10420 RD - EUROPE 1.00 0.00 X 0 0 0 JOHANA DUNLAPTERM TO 10420 TD - HSE & SUSTAINABILITY 1.00 0.00 X 0 0 0 BARRY HANSONTERM TO 10420 RD - NORTH AMERICA 1.00 0.00 X 0 0 0 NEIL KAVANAUGH RD - ASIA PACIFIC 1.00 0.00 X 0 0 0 SILVIU LIVESCU TD - DATA SCIENCE & ENGINEERING 1.00 0.00 X 0 0 0 ANNAMARIA PETRONE TD - HSE & SUSTAINABILITY 1.00 0.00 X 0 0 0 LAURA PRECUPANU RD - EUROPE 1.00 0.00 X 0 0 0 GAIL RAMDATH RD - LATIN AMERICA & CARIBBEAN 1.00 0.00 X 0 0 0 DEB RYAN RD - NORTH AMERICA 1.00 0.00 X 0 0 0 IGNATIY VOLNOV RD - RUSSIA & CASPIAN 1.00 0.00 X 0 0 0 2610078 0 545644 44 0 1 0 FREEMAN COMPANIES 1600 VICEROY DRIVE DALLAS TX 75235 CONFERENCE EXHIBITION SERVICES 701848 UNGERBOECK SYSTEMS INTERNATIONAL 100 UNGERBOECK PARK OFALLON MO 63368 MEETING REGISTRATION SYSTEM 476484 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA GA 30384 CONFERENCE VENUE AND CATERING SERVICES 423489 AIR BUSINESS LIMITED 4 THE MERLIN CENTER ST ALBANS UNITED KINGDOM UK AL4 OJY INTERNATIONAL POSTAGE FOR JOURNALS 323066 SILVERCHAIR 316 E MAIN STREET SUITE 300 CHARLOTTESVILLE VA 22902 PLATFORM SERVICES FOR SPE'S ONE PETRO PL 315146 25 5000000 1413530 6413530 MEMBER DUES/ASSESSMENTS 900099 5186719 5186719 MANAGEMENT FEES 900099 2583106 2583106 PUBLICATIONS 541800 2533810 1826623 707187 US CHAPTER REVENUE 900099 1576942 1576942 MEETINGS 561000 1407924 1407924 13288501 575199 4158 571041 228523 228523 102736 60996 41740 41740 41740 15682521 10024691 5657830 5657830 5657830 273837 178496 95341 95341 MISCELLANEOUS REVENUE 900099 -6215 -6215 -6215 26294449 12676655 711345 6492919 613251 613251 2732992 1312053 1413312 7627 11678257 5606490 6039175 32592 573599 275373 296625 1601 2046393 982431 1058251 5711 1050963 504546 543484 2933 97633 46872 50489 272 207827 99774 107474 579 29489 29489 253492 121696 131088 708 -3914 -3914 179000 85934 92566 500 270401 129814 139832 755 651859 312944 337096 1819 48675 23368 25171 136 1715436 1715436 1213709 582677 627645 3387 87088 41809 45036 243 PUBLICATIONS 3066967 3066967 US SECTIONS AND STUDENT 1053609 767853 285756 DUES & MEMBER PROGRAMS 754437 754437 UBIT EXPENSE 980 980 1310869 698912 608665 3292 29633012 17742637 11828220 62155 600 600 8090393 8461304 2653661 2424174 1788509 1740382 1913190 2395266 27241343 17820479 9789441 9420864 29741787 25518236 2492712 1347543 10481336 11728896 66951629 63037265 14226049 5433306 9840652 7473034 0 5050800 24066701 17957140 X 41094908 42892174 1790020 2187951 42884928 45080125 66951629 63037265 X -3338563 4084505 1449255 X 0 1 X 1 0 X 737882 2336057 1964614 340056 6413530 11792139 37785259 38968681 40126644 39858102 12855151 169593837 38523141 41304738 42091258 40198158 19268681 181385976 6265 3175 1855 2193 2564 16052 8942310 9204418 8380621 8806986 735260 36069595 8948575 9207593 8382476 8809179 737824 36085647 145300329 978511 745412 896734 1341131 906458 4868246 978511 745412 896734 1341131 906458 4868246 10143 74108 9522 5353 4129 103255 9399 2305 -6215 5489 39521194 42124258 42997514 41546947 20173053 186362966 0.77970 0.76530 0.02610 0.02330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1085675 1085675 10243012 3960756 6282256 58530 24697 33833 10307217 9628636 678581 5546909 4206390 1340519 9420864 INTEREST IN NET ASSETS OF RELATED FOUNDATION 11600559 INVESTMENTS IN SUBSIDIARIES 128337 11728896 X PART X, LINE 2: THE COMPANY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE AS A PUBLIC CHARITY. HOWEVER, THE COMPANY IS SUBJECT TO INCOME TAXES ON ANY UNRELATED BUSINESS INCOME THAT IS DERIVED FROM ACTIVITIES NOT IN FURTHERANCE OF ITS EXEMPT PURPOSES. THE COMPANY'S UNRELATED BUSINESS INCOME CONSISTS PRINCIPALLY OF ADVERTISING INCOME. THE SUBSIDIARIES ARE ALSO EXEMPT FROM LOCAL TAXES IN THEIR RESPECTIVE COUNTRIES, EXCEPT FOR SPE ASIA PACIFIC (M) SDN BHD WHICH IS SUBJECT TO A 25% CORPORATE INCOME TAX. THE COMPANY'S INCOME TAX EXPENSE FOR THE YEARS ENDED MARCH 31, 2021 AND 2020 IS NOT SIGNIFICANT TO THE FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE COMPANY'S TAX POSITIONS AND CONCLUDED THAT THE COMPANY HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENT TO COMPLY WITH THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S (FASB) GUIDANCE ON ACCOUNTING FOR UNCERTAIN INCOME TAXES. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2017. EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 1 38 PROGRAM SERVICES MEETINGS AND TRAINING COURSES 506139 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 INVESTMENT 2348197 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 INVESTMENT 10441544 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENT 10617869 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 INVESTMENT 529350 1 38 0 0 1 38 24443099 0 24443099 0 0 1 0 0 1 PART III ACCOUNTING METHOD: PART I, LINE 3 DUE TO THE WORLDWIDE PANDEMIC, SPE INC.'S GLOBAL ACTIVITY EXPENDITURES WERE GREATLY REDUCED AS COMPARED TO PRIOR YEARS DUE TO THE DECREASE IN TRAVEL TO FOREIGN LOCATIONS. 1 US SECTION SCHOLARSHIPS 300 613251 N/A SCHEDULE I, PART I, LINE 2: SCHOLARSHIPS ARE PROVIDED TO RECIPIENTS BASED UPON STATED QUALIFICATIONS, AND ARE MONITORED THROUGH REQUIRED SUBMISSION OF GRADE AND PROOF OF ENROLLMENT. X 1 1 X X X 0 1 0 0 0 0 0 0 0 MARK A RUBIN CEO AND EXECUTIVE VP 428769 0 0 0 396 0 64818 0 31925 0 525908 0 0 0 STEPHEN GRAHAM CHIEF OPERATING OFFICER 318675 0 0 0 396 0 53810 0 31319 0 404200 0 0 0 JOHN BODEN VP INFORMATION & MEMBER SE 213537 0 0 0 138 0 14853 0 39181 0 267709 0 0 0 STEVEN BYRNE CHIEF FINANCIAL OFFICER 219552 0 0 0 258 0 15215 0 31087 0 266112 0 0 0 GLENDA SMITH VP - COMMUNICATIONS 211355 0 0 0 396 0 14117 0 13161 0 239029 0 0 0 KIRK COLLIGAN SR. EXHIBITS & SPONSORSHIP 183680 0 0 0 35 0 12127 0 34533 0 230375 0 0 0 LEIGH ANN RUNYAN DIRECTOR - AMERICAS EVENTS 191819 0 0 0 138 0 13163 0 24873 0 229993 0 0 0 JUDY JOHNSTON GENERAL COUNSEL 193950 0 0 0 396 0 13134 0 16147 0 223627 0 0 0 JANE BOYCE MD - MEMBER SERVICES 175315 0 0 0 762 0 11959 0 24137 0 212173 0 0 0 JASON PLOTKIN SALES MANAGER EXHIBITS 194358 0 0 0 7 0 11526 0 390 0 206281 0 0 0 MICHAEL SCHLOTTMAN SR. MANAGER - IT OPERATIONS 134619 0 0 0 138 0 9768 0 38875 0 183400 0 0 0 KIMBERLY RICHARDSON DIRECTOR - IT 141131 0 0 0 258 0 9648 0 15878 0 166915 0 0 0 PART I, LINE 1A THERE IS NOT CHARTER TRAVEL. DIRECTORS ARE ALLOWED TO FLY BUSINESS CLASS OR FIRST CLASS FOR FLIGHTS THAT EXCEED 8 HOURS. SENIOR MANAGERS CAN FLY FIRST OR BUSINESS CLASS IF THE FLIGHT IS OVER 8 HOURS. THIS IS NOT TREATED AS TAXABLE INCOME TO THE INDIVIDUAL. PART I, LINE 4B LINE 4B: THE ORGANIZATION PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR CERTAIN EXECUTIVES. THE FOLLOWING INDIVIDUALS PARTICIPATE IN THE PLAN: -MARK A. RUBIN -STEPHEN GRAHAM FORM 990, PART VI, SECTION A, LINE 2 SPE OFFICERS MARK RUBIN AND STEPHEN GRAHAM HAVE A BUSINESS RELATIONSHIP BY VIRTUE OF THEIR POSITIONS AS DIRECTORS OF SPE ASIA PACIFIC (M) SDN BHD. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS ORGANIZED AS A NONPROFIT WITH MEMBERS WHO, PURSUANT TO THE ORGANIZATION'S GOVERNING DOCUMENTS, HAVE THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. THE MEMBER RIGHTS INCLUDE: 1) TO BE REPRESENTED IN AND TO PARTICIPATE IN, THE WORK OF THE SOCIETY WITH THE RIGHT TO VOTE; 2) TO STAND FOR ELECTION, AND TO NOMINATE CANDIDATES FOR ALL OFFICIAL BODIES OF THE SOCIETY; 3) TO SUBMIT PROPOSALS TO THE SOCIETY AND TO OTHER BODIES OF THE SOCIETY; AND 4) TO ASSEMBLE IN SECTIONS OR CHAPTERS FOR THE ENJOYMENT OF THE INDIVIDUAL MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A SEE NARRATIVE FOR FORM 990, PART VI, LINE 6. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITH THE IRS; THE RETURN IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM, RSM US LLP, AND IS REVIEWED BY THE ORGANIZATION'S CFO. THE BOARD MEMBER SERVING AS VP OF FINANCE REVIEWS THE FORM 990 ON BEHALF OF THE AUDIT COMMITTEE. PRIOR TO FILING WITH THE IRS THE BOARD IS PROVIDED A COPY OF THE FINAL FORM 990 VIA POSTING TO THE BOARD WEBPORTAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY VIA ITS INTERNAL AUDIT PROCESSES. THE INTERNAL AUDIT DEPARTMENT MONITORS THE CONTRACTING AND DISBURSEMENT PROCESS TO ENSURE THAT NO CONTRACTS ARE ISSUED, OR PAYMENTS MADE, TO PERSONS OR ENTITIES THAT WOULD HAVE A CONFLICT OF INTEREST. SPE HAS A POLICY PROHIBITING CONFLICTS OF INTEREST. BOARD MEMBERS AND DIRECTORS OF THE ORGANIZATION ARE AWARE OF THE POLICY AND HAVE AGREED TO ABIDE BY IT. SPE REPORTS QUARTERLY TO THE SPE AUDIT COMMITTEE ANY PRE-APPROVAL OF POTENTIAL CONFLICT OF INTEREST ACTIVITY. FORM 990, PART VI, SECTION B, LINE 15A THE SPE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, ALL OF WHOM ARE INDEPENDENT, ANNUALLY REVIEW AND APPROVE ALL SALARY INCREASES FOR EXECUTIVE DIRECTOR AND STAFF DIRECTORS BASED ON SURVEY DATA. THE RESULTS OF THE DELIBERATIONS ARE DOCUMENTED CONTEMPORANEOUSLY BY THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. FORM 990, PART XI, LINE 9: OTHER ADJUSTMENTS -188,223. CHANGE IN NET ASSETS OF US CHAPTERS/SECTIONS 89,918. CHANGE IN NET ASSET OF RELATED FOUNDATION 1,547,560. SPE CANADA WORKHAUS CORE 606 4TH ST SW CALGARY ALBERTA CA T2P 2X6 CANADA REGIONAL OFFICE OF SPE CA 501(C)(3) LINE 10 SOCIETY OF PETROLEUM ENGINEERS INC 1 SPE MIDDLE EAST DMCC 31ST FLOOR FORTUNE TOWER JLT DUBAI AE MIDDLE EAST, NORTH AFRICA, SOUTH ASIA REGIONAL OFFICE OF SPE AE 501(C)(3) LINE 10 SOCIETY OF PETROLEUM ENGINEERS INC 1 SPE EUROPE LTD FOURTH FLOOR WEST AMERICA HOUSE 2 LONDON UK EC3N2LU EUROPE REGIONAL OFFICE OF SPE UK 501(C)(3) LINE 10 SOCIETY OF PETROLEUM ENGINEERS INC 1 SPE ASIA PACIFIC (M) SDN BHD LEVEL 35 GARDENS SOUTH TOWER KUALA LUMPUR MY MALAYSIA REGIONAL OFFICE OF SPE MY SOCIETY OF PETROLEUM ENGINEERS INC C 1083475 2794632 1.00000 1 SPE BRASIL EVENTOS LTDA RUA TEIXEIRA DE FREITAS 31 RIO DE JANEIRO CEP BR 20021-902 EVENTS AND CONFERENCES BR SOCIETY OF PETROLEUM ENGINEERS INC C 876426 0.99000 1 SPE TRADING LTD 4TH FL WEST AMERICA HOUSE 2 AMERI LONDON UK EC3N 2LU OIL & GAS EVENT ORGANIZING UK SPE EUROPE LTD C 3586903 541004 1.00000 1 SPE VENTURES LTD 4TH FL WEST AMERICA HOUSE 2 AMERI LONDON UK EC3N 2LU OIL & GAS EVENT ORGANIZING UK SPE EUROPE LTD C 87878 1989207 1.00000 1 E&P EVENTS LLP GATEWAY HOURS 28 THE QUADRANT RICHMOND SURREY UK TW9 1DN OIL & GAS EVENT ORGANIZING UK SPE TRADING LTD C 0.50000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 SPE EUROPE LTD Q 101988 FMV SPE EUROPE LTD P 825696 FMV SPE CANADA Q 77905 FMV SPE CANADA P 282357 FMV SPE ASIA PACIFIC (M) SDN BHD Q 80308 FMV SPE ASIA PACIFIC (M) SDN BHD P 391166 FMV SPE MIDDLE EAST DMCC P 87094 FMV SPE MIDDLE EAST DMCC Q 118027 FMV SPE MIDDLE EAST DMCC C 5000000 FMV