SOCIETY OF PETROLEUM ENGINEERS SPE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF PETROLEUM ENGINEERS SPE INC (EIN 75-2001539)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2025-02-15
- IRS object ID
- 202500469349300435
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-15T16:13:01-06:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19026 RIDGEWOOD PKWY STE 400 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752001539 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF PETROLEUM ENGINEERS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 9729529407 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 PALISADES CREEK DR | AddressLine1Txt |
| City | RICHARDSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75080 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN BYRNE | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9729529407 | PhoneNum |
| Signature | 2025-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPHINE BEHREND | PreparerPersonNm |
| PTIN | P00715390 | PTIN |
| Phone | 2108286281 | PhoneNum |
| Preparation | 2025-02-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SIMON D SEATON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 PALISADES CREEK DR | AddressLine1Txt |
| City | RICHARDSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $44,117,673 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SPE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | 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 127,000 MEMBERS IN 145 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 142 | TotalEmployeeCnt |
| Total Volunteers | 4600 | TotalVolunteersCnt |
| Total Gross UBI | $426,097 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $67,160 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,198,270 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,446,404 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $29,724,965 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,358,448 | CYProgramServiceRevenueAmt |
| PY Investment Income | $864,399 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,620,531 | CYInvestmentIncomeAmt |
| PY Other Revenue | $194,029 | PYOtherRevenueAmt |
| CY Other Revenue | $235,917 | CYOtherRevenueAmt |
| PY Total Revenue | $32,981,663 | PYTotalRevenueAmt |
| CY Total Revenue | $37,661,300 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $586,425 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $614,129 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,442,465 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,372,111 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $78,082 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,244,389 | PYOtherExpensesAmt |
| CY Other Expenses | $21,904,700 | CYOtherExpensesAmt |
| PY Total Expenses | $37,273,279 | PYTotalExpensesAmt |
| CY Total Expenses | $40,890,940 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,291,616 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,229,640 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $52,217,792 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,294,209 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,326,033 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,870,643 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,891,759 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,423,566 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO CONNECT A GLOBAL COMMUNITY OF ENGINEERS, SCIENTISTS, AND RELATED ENERGY PROFESSIONALS TO EXCHANGE KNOWLEDGE, INNOVATE, AND ADVANCE THEIR TECHNICAL AND PROFESSIONAL COMPETENCE REGARDING THE EXPLORATION, DEVELOPMENT, AND PRODUCTION OF OIL AND GAS AND RELATED ENERGY RESOURCES TO ACHIEVE A SAGE, SECURE, AND SUSTAINABLE ENERGY FUTURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,241,280 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $18,569,962 | RevenueAmt |
| Desc | 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, TECH TALKS, AND WEBINARS. SPE MANAGES 90-100 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,356,365 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,510,838 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,091,199 | ExpenseAmt |
| Grant | $614,129 | GrantAmt |
| Revenue | $5,122,748 | RevenueAmt |
| Desc | 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 2 DISTINGUISHED LECTURERS TO THEIR MEETINGS EACH YEAR. THE DISTINGUISHED LECTURER IS A 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 PROGRAMS FOR ITS STUDENTS AND YOUNG PROFESSIONAL MEMBERS. ACTIVITIES SUCH AS STUDENT PAPER CONTESTS, PETRO BOWL, VIRTUAL CAREER PATHWAY AND LEADERSHIP ALLIANCE PROGRAMS ARE JUST A FEW OF THE PROGRAMS OFFERED TO YOUNG PROFESSIONAL AS WELL AS STUDENT MEMBERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,696,984 | ExpenseAmt |
| Revenue | $6,842,643 | RevenueAmt |
| Desc | ASSOCIATED STAFF COSTS, MANAGEMENT FEE INCOME, IT INFRASTRUCTURE COSTS AND MISC. REVENUE IN SUPPORT OF THE MAJOR PROGRAMS OF SPE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,696,984 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $6,842,643 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $27,385,828 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 124 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 142 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | EG | ForeignCountryCd |
| Foreign Country | MY | ForeignCountryCd |
| Foreign Country | AE | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN BYRNE | PersonNm |
| Phone | 9729529407 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 PALISADES CREEK DR | AddressLine1Txt |
| City | RICHARDSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75080 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| KAMEL BEN-NACEUR | |||||||||
| 2022 SPE PRESIDENT (THRU 10/18) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MED KAMAL | |||||||||
| 2023 SPE PRESIDENT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TERRY PALISCH | |||||||||
| 2024 SPE PRESIDENT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| OLIVIER HOUZE | |||||||||
| 2025 SPE PRESIDENT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NEIL KAVANAUGH | |||||||||
| RD - ASIA PACIFIC (THRU 10/18) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SILVIU LIVESCU | |||||||||
| TD - DATA SCIENCE & ENG. (THRU 10/18) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA PRECUPANU | |||||||||
| RD - EUROPE (THRU 10/18) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GAIL RAMDATH | |||||||||
| RD-LATIN AMER. & CARIB. (THRU 10/18) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEB RYAN | |||||||||
| RD - NORTH AMERICA (THRU 10/18) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| IGNATIY VOLNOV | |||||||||
| RD - RUSSIA & CASPIAN (THRU 10/18) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RODOLFO CAMACHO VELAZQUEZ | |||||||||
| TD - DATA SCIENCE & ENGINEERING | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN OLSON | |||||||||
| TD - COMPLETIONS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HISHAM ZUBARI | |||||||||
| RD - MIDDLE EAST & NORTH AFRICA | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SIMEON EBURI LOSOHA | |||||||||
| RD - NORTH AMERICA | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| OGEE EFFIOM | |||||||||
| RD - AFRICA | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HENRICUS HERWIN | |||||||||
| RD - ASIA PACIFIC | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT MARTINEZ | |||||||||
| RD - NORTH AMERICA | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MOHAMED AL-MARZOUQI | |||||||||
| RD - MIDDLE EAST & NORTH AFRICA | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBIN MACMILLAN | |||||||||
| TD - DRILLING | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUE STALEY | |||||||||
| TD - HSE & SUSTAINABILITY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HAMAD AL-MARRI | |||||||||
| TD - PRODUCTION & FACILITIES | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PIERRE D'HUART | |||||||||
| RD - EUROPE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HAZLI KASSIM | |||||||||
| RD - ASIA PACIFIC | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLOS PEDROSO | |||||||||
| RD - LATIN AMERICA & CARIBBEAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEXEY BORISENKO | |||||||||
| RD - RUSSIA & CASPIAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KIM ORACHESKI | |||||||||
| RD - NORTH AMERICA | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSHMA BHAN | |||||||||
| TD - DATA SCIENCE & ENG. ANALYTICS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK A RUBIN | |||||||||
| CEO AND EXECUTIVE VP (7/23) | 38.00 | 2.00 | Yes (X) | $329,921 | $0 | $25,105 | |||
| SIMON D SEATON | |||||||||
| CEO AND EXECUTIVE VP | 38.00 | 2.00 | Yes (X) | $178,189 | $0 | $21,934 | |||
| MICHELLE BOYD | |||||||||
| CHIEF OPERATING OFFICER | 20.00 | 20.00 | Yes (X) | $276,089 | $0 | $84,755 | |||
| STEVEN BYRNE | |||||||||
| CHIEF FINANCIAL OFFICER | 38.00 | 2.00 | Yes (X) | $247,045 | $0 | $46,831 | |||
| JOHN BODEN | |||||||||
| VP INFO. & MEMBER SVCS (THRU 9/23) | 39.00 | 1.00 | $193,864 | $0 | $36,354 | Yes (X) | |||
| LEIGH ANN RUNYAN | |||||||||
| DIRECTOR - AMERICAS EVENTS | 35.00 | 5.00 | $233,626 | $0 | $39,203 | Yes (X) | |||
| JANE BOYCE | |||||||||
| DIRECTOR - MEMBER SERVICES | 35.00 | 5.00 | $204,435 | $0 | $34,713 | Yes (X) | |||
| KIMBERLY RICHARDSON | |||||||||
| DIRECTOR - IT | 40.00 | 0.00 | $162,105 | $0 | $27,700 | Yes (X) | |||
| DANA OTILLIO | |||||||||
| DIRECTOR - MULTIMEDIA | 40.00 | 0.00 | $217,998 | $0 | $34,883 | Yes (X) | |||
| JUDY JOHNSTON | |||||||||
| GENERAL COUNSEL | 39.00 | 1.00 | $226,460 | $0 | $27,480 | Yes (X) | |||
| PAMELA BOSCHEE | |||||||||
| SALES | 40.00 | 0.00 | $169,214 | $0 | $37,876 | Yes (X) | |||
| KIRK COLLIGAN | |||||||||
| SALES | 40.00 | 0.00 | $186,282 | $0 | $42,789 | Yes (X) | |||
| HENRY PATRICK TINNE | |||||||||
| DIRECTOR - IT | 40.00 | 0.00 | $209,625 | $0 | $18,646 | Yes (X) | |||
| DANNY FOSTER | |||||||||
| ASSOCIATE DIRECTOR, AMERICAS SALES | 38.00 | 2.00 | $167,265 | $0 | $19,340 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,002,118 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $497,609 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 50 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARRIOTT BUSINESS SERVICES | |||||
| PO BOX 402642 | ATLANTA | GA | 30384 | CONFERENCE CENTER AND CATERING | $1,454,201 |
| FREEMAN AUDIO VISUAL SOLUTIONS | |||||
| 3801 ADLER DR | DALLAS | TX | 75211 | EXHIBITION AND AV AUDIO EQUIPMENT | $1,221,894 |
| SILVERCHAIR | |||||
| 316 EAST MAIN STREET SUITE 300 | CHARLOTTESVILLA | VA | 22902 | ONEPETRO CLOUD PLATFORM | $391,230 |
| THE RK CULINARY GROUP | |||||
| 900 E MARKET | SAN ANTONIO | TX | 78205 | CATERING AND FOOD MANAGEMENT | $375,590 |
| MARKETO INC | |||||
| 901 MARINERS ISLAND BLVD SUITE 500 | SAN MATEO | CA | 94404 | MARKETING AUTOMATION | $280,532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 31 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,086,829 | RelatedOrganizationsAmt |
| All Other Contributions | $1,359,575 | AllOtherContributionsAmt |
| Total Contributions | $2,446,404 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEETINGS | 561000 | $18,776,808 | $18,776,808 | |
| MEMBER DUES/ASSESSMENTS | 900099 | $5,122,748 | $5,122,748 | |
| US CHAPTER REVENUE | 900099 | $3,673,996 | $3,673,996 | |
| MANAGEMENT FEES | 900099 | $2,858,360 | $2,858,360 | |
| PUBLICATIONS | 541800 | $2,433,236 | $2,007,561 | $425,675 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $493,300 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $493,300 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,358,448 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $798,018 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $422 | UnrelatedBusinessRevenueAmt |
| Exclusion | $797,596 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,449 | TotalRevenueColumnAmt |
| Exclusion | $93,449 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,172,558 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,298,955 | SecuritiesAmt |
| Other | $51,090 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $873,603 | SecuritiesAmt |
| Other | -$51,090 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $822,513 | TotalRevenueColumnAmt |
| Exclusion | $822,513 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $219,746 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $106,328 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,418 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $113,418 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $29,050 | TotalRevenueColumnAmt |
| Exclusion | $29,050 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $29,050 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,661,300 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,046,191 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $426,097 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,742,608 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,129 | TotalAmt |
| Program Services | $614,129 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,507,019 | TotalAmt |
| Program Services | $1,672,434 | ProgramServicesAmt |
| Management And General | $1,823,245 | ManagementAndGeneralAmt |
| Fundraising | $11,340 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,781,755 | TotalAmt |
| Program Services | $5,618,506 | ProgramServicesAmt |
| Management And General | $6,125,153 | ManagementAndGeneralAmt |
| Fundraising | $38,096 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $672,277 | TotalAmt |
| Program Services | $320,597 | ProgramServicesAmt |
| Management And General | $349,506 | ManagementAndGeneralAmt |
| Fundraising | $2,174 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,382,151 | TotalAmt |
| Program Services | $659,123 | ProgramServicesAmt |
| Management And General | $718,559 | ManagementAndGeneralAmt |
| Fundraising | $4,469 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,028,909 | TotalAmt |
| Program Services | $490,668 | ProgramServicesAmt |
| Management And General | $534,914 | ManagementAndGeneralAmt |
| Fundraising | $3,327 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,087,267 | TotalAmt |
| Program Services | $518,498 | ProgramServicesAmt |
| Management And General | $565,253 | ManagementAndGeneralAmt |
| Fundraising | $3,516 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,498 | TotalAmt |
| Program Services | $37,434 | ProgramServicesAmt |
| Management And General | $40,810 | ManagementAndGeneralAmt |
| Fundraising | $254 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,636 | TotalAmt |
| Program Services | $175,796 | ProgramServicesAmt |
| Management And General | $191,648 | ManagementAndGeneralAmt |
| Fundraising | $1,192 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,477 | TotalAmt |
| Management And General | $32,477 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,199 | TotalAmt |
| Program Services | $235,198 | ProgramServicesAmt |
| Management And General | $256,406 | ManagementAndGeneralAmt |
| Fundraising | $1,595 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584,833 | TotalAmt |
| Management And General | $584,833 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,606 | TotalAmt |
| Program Services | $74,206 | ProgramServicesAmt |
| Management And General | $80,897 | ManagementAndGeneralAmt |
| Fundraising | $503 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,900 | TotalAmt |
| Program Services | $81,499 | ProgramServicesAmt |
| Management And General | $88,848 | ManagementAndGeneralAmt |
| Fundraising | $553 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $880,046 | TotalAmt |
| Program Services | $419,678 | ProgramServicesAmt |
| Management And General | $457,522 | ManagementAndGeneralAmt |
| Fundraising | $2,846 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,085,589 | TotalAmt |
| Program Services | $517,698 | ProgramServicesAmt |
| Management And General | $564,381 | ManagementAndGeneralAmt |
| Fundraising | $3,510 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,083,667 | TotalAmt |
| Program Services | $7,083,667 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $843 | TotalAmt |
| Program Services | $402 | ProgramServicesAmt |
| Management And General | $438 | ManagementAndGeneralAmt |
| Fundraising | $3 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $943,511 | TotalAmt |
| Program Services | $449,943 | ProgramServicesAmt |
| Management And General | $490,517 | ManagementAndGeneralAmt |
| Fundraising | $3,051 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,131 | TotalAmt |
| Program Services | $45,366 | ProgramServicesAmt |
| Management And General | $49,457 | ManagementAndGeneralAmt |
| Fundraising | $308 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| UBIT EXPENSE | $14,104 | $14,104 | |
| US SECTIONS AND STUDENT | $2,938,701 | $255,384 | $2,683,317 |
| PUBLICATIONS | $2,493,926 | $2,493,926 | |
| MEMBERSHIP | $1,769,645 | $1,769,645 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,628,121 | TotalAmt |
| Program Services | $1,424,098 | ProgramServicesAmt |
| Management And General | $202,678 | ManagementAndGeneralAmt |
| Fundraising | $1,345 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,890,940 | TotalAmt |
| Program Services | $27,385,828 | ProgramServicesAmt |
| Management And General | $13,427,030 | ManagementAndGeneralAmt |
| Fundraising | $78,082 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,037,446 | BOYAmt |
| EOY | $2,607,216 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,198,047 | BOYAmt |
| EOY | $4,690,201 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $566,497 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,000,391 | BOYAmt |
| EOY | $2,449,204 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,883,873 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,840,597 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,827,724 | BOYAmt |
| EOY | $7,043,276 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,335,701 | BOYAmt |
| EOY | $23,067,014 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $721,874 | BOYAmt |
| EOY | $685,799 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,530,112 | BOYAmt |
| EOY | $10,751,499 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,217,792 | BOYAmt |
| EOY | $51,294,209 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,108,793 | BOYAmt |
| EOY | $4,834,399 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,563,478 | BOYAmt |
| EOY | $11,319,242 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $653,762 | BOYAmt |
| EOY | $717,002 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,326,033 | BOYAmt |
| EOY | $16,870,643 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,849,023 | BOYAmt |
| EOY | $32,190,834 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,042,736 | BOYAmt |
| EOY | $2,232,732 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,891,759 | BOYAmt |
| EOY | $34,423,566 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,217,792 | BOYAmt |
| EOY | $51,294,209 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,229,640 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,724,929 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $36,518 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $340,056 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,413,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,641,843 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,198,270 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,446,404 | CurrentTaxYearAmt |
| Total | $20,040,103 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,858,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,855,151 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,637,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,507,773 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,152,519 | CurrentTaxYearAmt |
| Total | $134,011,343 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,198,158 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,268,681 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,279,641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,706,043 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,598,923 | CurrentTaxYearAmt |
| Total | $154,051,446 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,564 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,343 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,780 | CurrentTaxYearAmt |
| Total | $14,745 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,806,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $735,260 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,168,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,100,236 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,097,198 | CurrentTaxYearAmt |
| Total | $18,908,451 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,809,179 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $737,824 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,171,114 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,102,101 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,102,978 | CurrentTaxYearAmt |
| Total | $18,923,196 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $135,128,250 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,334,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $902,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $823,057 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $796,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $891,045 | CurrentTaxYearAmt |
| Total | $4,747,269 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,334,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $902,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $823,057 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $796,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $891,045 | CurrentTaxYearAmt |
| Total | $4,747,269 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,353 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,053 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,160 | CurrentTaxYearAmt |
| Total | $97,950 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$6,215 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,919,917 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,702 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,050 | CurrentTaxYearAmt |
| Total | $2,949,759 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,540,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,168,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,036,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,512,895 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,587,178 | CurrentTaxYearAmt |
| Total | $161,846,424 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.83490 | PublicSupportCY509Pct |
| Public Support PY509 | 0.81630 | PublicSupportPY509Pct |
| Investment Income CY | 0.02930 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02820 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,085,675 | OtherCostOrOtherBasisAmt |
| Book Value | $1,085,675 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,243,012 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,294,199 | DepreciationAmt |
| Book Value | $4,948,813 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,530 | OtherCostOrOtherBasisAmt |
| Book Value | $58,530 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,496,656 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,546,398 | DepreciationAmt |
| Book Value | $950,258 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,043,276 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTEREST IN NET ASSETS OF RELATED FOUNDATION | $9,909,738 |
| INVESTMENTS IN SUBSIDIARIES | $128,337 |
| ROU ASSET - LEASE | $713,424 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,751,499 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE | $702,419 |
| FINANCING LEASE | $14,583 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $717,002 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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, 2024 AND 2023 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 2021. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 1 | 39 | PROGRAM SERVICES | MEETINGS AND TRAINING COURSES | $1,009,698 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENT | $2,955,882 | |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | INVESTMENT | $8,310,424 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENT | $8,802,566 | |
| NORTH AMERICA | 0 | 0 | INVESTMENT | $869,001 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 39 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Subtotal Spent | $21,947,571 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $21,947,571 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | US SECTION SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 290 | RecipientCnt |
| Cash Grant | $614,129 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE PROVIDED TO RECIPIENTS BASED UPON STATED QUALIFICATIONS AND ARE MONITORED THROUGH REQUIRED SUBMISSION OF GRADE AND PROOF OF ENROLLMENT. SPE'S MEMBER PROGRAMS GROUPS MONITORS THE SCHOLARSHIP AWARD WINNER'S GRADES TO ENSURE THAT THE RECIPIENT STILL QUALIFIES FOR THE SCHOLARSHIPS BASED ON GRADES AND DEGREE PROGRAM. IF THE RECIPIENT FAILS TO MEET THE GRADE REQUIREMENT AND/OR LEAVES THE FIELD OF STUDY, THE RECIPIENT IS NO LONGER AVAILABLE FOR FUTURE SCHOLARSHIPS. THIS INFORMATION IS REQUESTED ANNUALLY FOR THOSE RECIPIENTS THAT HAVE A MULTIPLE YEAR SCHOLARSHIP. SCHOLARSHIP RECIPIENTS ARE AWARDED BY VARIOUS SPE SCHOLARSHIP COMMITTEES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHELLE BOYD | ||||||||||||||
| CHIEF OPERATING OFFICER | $276,089 | $0 | $0 | $0 | $0 | $0 | $33,165 | $0 | $51,590 | $0 | $360,844 | $0 | $0 | $0 |
| MARK A RUBIN | ||||||||||||||
| CEO AND EXECUTIVE VP (7/23) | $309,692 | $0 | $20,000 | $0 | $229 | $0 | $8,767 | $0 | $16,338 | $0 | $355,026 | $0 | $0 | $0 |
| STEVEN BYRNE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $246,649 | $0 | $0 | $0 | $396 | $0 | $17,045 | $0 | $29,786 | $0 | $293,876 | $0 | $0 | $0 |
| LEIGH ANN RUNYAN | ||||||||||||||
| DIRECTOR - AMERICAS EVENTS | $233,368 | $0 | $0 | $0 | $258 | $0 | $15,948 | $0 | $23,255 | $0 | $272,829 | $0 | $0 | $0 |
| JUDY JOHNSTON | ||||||||||||||
| GENERAL COUNSEL | $225,698 | $0 | $0 | $0 | $762 | $0 | $15,103 | $0 | $12,377 | $0 | $253,940 | $0 | $0 | $0 |
| DANA OTILLIO | ||||||||||||||
| DIRECTOR - MULTIMEDIA | $217,908 | $0 | $0 | $0 | $90 | $0 | $14,756 | $0 | $20,127 | $0 | $252,881 | $0 | $0 | $0 |
| JANE BOYCE | ||||||||||||||
| DIRECTOR - MEMBER SERVICES | $203,199 | $0 | $0 | $0 | $1,236 | $0 | $13,799 | $0 | $20,914 | $0 | $239,148 | $0 | $0 | $0 |
| JOHN BODEN | ||||||||||||||
| VP INFO. & MEMBER SVCS (THRU 9/23) | $193,666 | $0 | $0 | $0 | $198 | $0 | $8,884 | $0 | $27,470 | $0 | $230,218 | $0 | $0 | $0 |
| KIRK COLLIGAN | ||||||||||||||
| SALES | $186,234 | $0 | $0 | $0 | $48 | $0 | $12,687 | $0 | $30,102 | $0 | $229,071 | $0 | $0 | $0 |
| HENRY PATRICK TINNE | ||||||||||||||
| DIRECTOR - IT | $159,569 | $0 | $50,000 | $0 | $56 | $0 | $8,101 | $0 | $10,545 | $0 | $228,271 | $0 | $0 | $0 |
| PAMELA BOSCHEE | ||||||||||||||
| SALES | $168,452 | $0 | $0 | $0 | $762 | $0 | $11,601 | $0 | $26,275 | $0 | $207,090 | $0 | $0 | $0 |
| SIMON D SEATON | ||||||||||||||
| CEO AND EXECUTIVE VP | $178,080 | $0 | $0 | $0 | $109 | $0 | $8,935 | $0 | $12,999 | $0 | $200,123 | $0 | $0 | $0 |
| KIMBERLY RICHARDSON | ||||||||||||||
| DIRECTOR - IT | $161,847 | $0 | $0 | $0 | $258 | $0 | $11,134 | $0 | $16,566 | $0 | $189,805 | $0 | $0 | $0 |
| DANNY FOSTER | ||||||||||||||
| ASSOCIATE DIRECTOR, AMERICAS SALES | $167,189 | $0 | $0 | $0 | $76 | $0 | $9,646 | $0 | $9,694 | $0 | $186,605 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THERE IS NO 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 | THE ORGANIZATION PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR CERTAIN EXECUTIVES. THE FOLLOWING INDIVIDUAL(S) PARTICIPATE IN THE PLAN: - MARK A. RUBIN |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 A, LINE 7B | THE TEXAS BUSINESS ORGANIZATION CODE (TBOC) REQUIRES A TEXAS CORPORATION TO GO OUT TO MEMBERSHIP VOTE FOR CERTAIN APPROVED FUNDAMENTAL ACTIONS. SEC. 22.164. VOTE REQUIRED TO APPROVE FUNDAMENTAL ACTION. (A) IN THIS SECTION, "FUNDAMENTAL ACTION" MEANS: (1) AN AMENDMENT OF A CERTIFICATE OF FORMATION, INCLUDING AN AMENDMENT REQUIRED FOR THE CANCELLATION OF AN EVENT REQUIRING WINDING UP IN ACCORDANCE WITH SECTION 11.152(B); (2) A VOLUNTARY WINDING UP UNDER CHAPTER 11; (3) A REVOCATION OF A VOLUNTARY DECISION TO WIND UP UNDER SECTION 11.151; (4) A CANCELLATION OF AN EVENT REQUIRING WINDING UP UNDER SECTION 11.152(A); (5) A REINSTATEMENT UNDER SECTION 11.202; (6) A DISTRIBUTION PLAN UNDER SECTION 22.305; (7) A PLAN OF MERGER UNDER SUBCHAPTER F; (8) A SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF A CORPORATION UNDER SUBCHAPTER F; (9) A PLAN OF CONVERSION UNDER SUBCHAPTER F; OR (10) A PLAN OF EXCHANGE UNDER SUBCHAPTER F. (B) EXCEPT AS OTHERWISE PROVIDED BY SUBSECTION (C) OR (D) OR THE CERTIFICATE OF FORMATION IN ACCORDANCE WITH SECTION 22.162, THE VOTE REQUIRED FOR APPROVAL OF A FUNDAMENTAL ACTION IS: (1) AT LEAST TWO-THIRDS OF THE VOTES THAT MEMBERS PRESENT IN PERSON OR BY PROXY ARE ENTITLED TO CAST AT THE MEETING AT WHICH THE ACTION IS SUBMITTED FOR A VOTE, IF THE CORPORATION HAS MEMBERS WITH VOTING RIGHTS; (2) AT LEAST TWO-THIRDS OF THE VOTES OF MEMBERS PRESENT AT THE MEETING AT WHICH THE ACTION IS SUBMITTED FOR A VOTE, IF THE MANAGEMENT OF THE AFFAIRS OF THE CORPORATION IS VESTED IN THE CORPORATION'S MEMBERS UNDER SECTION 22.202; OR (3) THE AFFIRMATIVE VOTE OF THE MAJORITY OF THE DIRECTORS IN OFFICE, IF THE CORPORATION HAS NO MEMBERS OR HAS NO MEMBERS WITH VOTING RIGHTS. (C) IF ANY CLASS OF MEMBERS IS ENTITLED TO VOTE ON THE FUNDAMENTAL ACTION AS A CLASS BY THE TERMS OF THE CERTIFICATE OF FORMATION OR THE BYLAWS, THE VOTE REQUIRED FOR THE APPROVAL OF THE FUNDAMENTAL ACTION IS THE VOTE REQUIRED BY SUBSECTION (B)(1) AND AT LEAST TWO-THIRDS OF THE VOTES THAT THE MEMBERS OF EACH CLASS IN PERSON OR BY PROXY ARE ENTITLED TO CAST AT THE MEETING AT WHICH THE ACTION IS SUBMITTED FOR A VOTE. (D) IF THE CORPORATION HAS NO MEMBERS OR HAS NO MEMBERS WITH VOTING RIGHTS AND THE CORPORATION DOES NOT HOLD ANY ASSETS AND HAS NOT SOLICITED ANY ASSETS OR OTHERWISE ENGAGED IN ACTIVITIES, THE VOTE REQUIRED FOR APPROVAL OF A FUNDAMENTAL ACTION CONSISTING OF AN AMENDMENT TO THE CERTIFICATE OF FORMATION TO CANCEL AN EVENT REQUIRING WINDING UP OR ANY OF THE ACTIONS DESCRIBED BY SUBSECTIONS (A)(2) THROUGH (A)(6) IS THE AFFIRMATIVE VOTE OF A MAJORITY OF THE ORGANIZERS OR A MAJORITY OF THE DIRECTORS IN OFFICE. |
| 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 SPE AUDIT COMMITTEE REVIEWS THE FORM 990 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 15 | 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: | CHANGE IN NET ASSETS OF RELATED FOUNDATION 157,679. CHANGE IN NET ASSETS OF US CHAPTERS/SECTIONS -121,166. FOREIGN CURRENCY TRANSLATION GAIN 5. |
| FORM 990, PART XII, LINE 2C: | THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (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 | Yes (1) | ||
| SPE CANADA | ||||||||||
| WORKHAUS CORE 606 4TH ST SW | CALGARY | CA | T2P 1T1 | CANADA REGIONAL OFFICE OF SPE | CA | 501(C)(3) | LINE 10 | SOCIETY OF PETROLEUM ENGINEERS INC | Yes (1) | ALBERTA |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Province Or StateForeignAddress/ProvinceOrStateNm | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $2,716,592 | $3,185,885 | 1.00000 | 0 | ||
| SPE BRASIL EVENTOS LTDA | ||||||||||||
| RUA TEIXEIRA DE FREITAS 31 | RIO DE JANEIRO | BR | EVENTS AND CONFERENCES | BR | SOCIETY OF PETROLEUM ENGINEERS INC | C | $913,093 | 0.99000 | 0 | CEP | 20021-902 | |
| SPE TRADING LTD | ||||||||||||
| 4TH FL WEST AMERICA HOUSE 2 AMERI | LONDON | UK | OIL & GAS EVENT ORGANIZING | UK | SPE EUROPE LTD | C | $3,132,285 | $4,423,969 | 1.00000 | 0 | EC3N 2LU | |
| SPE VENTURES LTD | ||||||||||||
| 4TH FL WEST AMERICA HOUSE 2 AMERI | LONDON | UK | OIL & GAS EVENT ORGANIZING | UK | SPE EUROPE LTD | C | $34,429 | 1.00000 | 0 | EC3N 2LU | ||
| E&P EVENTS LLP | ||||||||||||
| GATEWAY HOURS 28 THE QUADRANT | RICHMOND | UK | OIL & GAS EVENT ORGANIZING | UK | SPE TRADING LTD | C | 0.50000 | 0 | SURREY | TW9 1DN | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SPE EUROPE LTD | ||
| Q | $161,755 | FMV |
| SPE EUROPE LTD | ||
| P | $1,054,120 | FMV |
| SPE CANADA | ||
| Q | $132,011 | FMV |
| SPE CANADA | ||
| P | $468,111 | FMV |
| SPE ASIA PACIFIC (M) SDN BHD | ||
| Q | $102,652 | FMV |
| SPE ASIA PACIFIC (M) SDN BHD | ||
| P | $624,525 | FMV |
| SPE MIDDLE EAST DMCC | ||
| P | $586,140 | FMV |
| SPE MIDDLE EAST DMCC | ||
| Q | $415,745 | FMV |
| SPE MIDDLE EAST DMCC | ||
| C | $1,086,829 | FMV |