SOCIETY OF PETROLEUM ENGINEERS SPE INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF PETROLEUM ENGINEERS SPE INC (EIN 75-2001539)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2021-02-15
- IRS object ID
- 202110469349302166
- Schema version
- 2019v5.2
- 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 | 2021-02-15T15:10:13-06:00 | ReturnTs |
| Tax Period End | 2020-03-31 | 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 | 210 PARK AVE SUITE 1725 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | 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 | 9729529393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 PALISADES CREEK DRIVE | 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 | 9729529393 | PhoneNum |
| Signature | 2021-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN NOWAKOWSKI | PreparerPersonNm |
| PTIN | P01796934 | PTIN |
| Phone | 4052397961 | PhoneNum |
| Preparation | 2021-02-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK A RUBIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 PALISADES CREEK DRIVE | AddressLine1Txt |
| City | RICHARDSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $44,293,597 | 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 154,000 MEMBERS IN 128 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 | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 171 | TotalEmployeeCnt |
| Total Volunteers | 5700 | TotalVolunteersCnt |
| Total Gross UBI | $2,179,615 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $5,067 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,964,614 | PYContributionsGrantsAmt |
| CY Contributions Grants | $340,056 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $41,861,069 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,548,864 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,526,380 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,462,889 | CYInvestmentIncomeAmt |
| PY Other Revenue | $490,851 | PYOtherRevenueAmt |
| CY Other Revenue | $712,175 | CYOtherRevenueAmt |
| PY Total Revenue | $45,842,914 | PYTotalRevenueAmt |
| CY Total Revenue | $44,063,984 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,074,735 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $712,446 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,972,371 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,077,797 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $62,635 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,378,353 | PYOtherExpensesAmt |
| CY Other Expenses | $25,364,121 | CYOtherExpensesAmt |
| PY Total Expenses | $43,425,459 | PYTotalExpensesAmt |
| CY Total Expenses | $45,154,364 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,417,455 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,090,380 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $74,519,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,951,629 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,248,737 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,066,701 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $47,271,123 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $42,884,928 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,589,341 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $21,483,646 | 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 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,122,404 | ExpenseAmt |
| Grant | $712,446 | GrantAmt |
| Revenue | $12,191,189 | RevenueAmt |
| Desc | MEMBER PROGRAMS, INCLUDING U.S. SECTIONS AND STUDENT CHAPTERS - SPE MEMBER PROGRAMS INCLUDES 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 LECTURER'S 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 THE STUDENT PAPER CONTESTS, PETRO BOWL AND LEADERSHIP ALLIANCE PROGRAMS ARE JUST A FEW OF THE PROGRAMS OFFERED TO YOUNG PROFESSIONAL MEMBERS AS WELL AS STUDENT MEMBERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,242,838 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,598,817 | 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 Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,734,022 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,641,013 | RevenueAmt |
| Desc | ASSOCIATED STAFF COSTS, 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 | $14,734,022 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $3,641,013 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $31,688,605 | 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 | 0 | 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 | 165 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 171 | 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | 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 | 0 | 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 | 9729529393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 PALISADES CREEK DRIVE | AddressLine1Txt |
| City | RICHARDSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| MARK A RUBIN | |||||||||
| CEO AND EXECUTIVE VP | 35.00 | 5.00 | Yes (X) | $570,303 | $0 | $97,782 | |||
| STEPHEN GRAHAM | |||||||||
| CHIEF OPERATING OFFICER | 35.00 | 5.00 | Yes (X) | $407,409 | $0 | $84,780 | |||
| STEVEN BYRNE | |||||||||
| CHIEF FINANCIAL OFFICER | 35.00 | 5.00 | Yes (X) | $275,481 | $0 | $41,361 | |||
| KIRK COLLIGAN | |||||||||
| SR. EXHIBITS & SPONSORSHIP | 40.00 | 0.00 | $270,165 | $0 | $41,052 | Yes (X) | |||
| JOHN BODEN | |||||||||
| VP INFORMATION & MEMBER SERVICES | 35.00 | 5.00 | $288,472 | $0 | $17,828 | Yes (X) | |||
| GLENDA SMITH | |||||||||
| VP - COMMUNICATIONS | 40.00 | 0.00 | $260,122 | $0 | $25,874 | Yes (X) | |||
| JASON PLOTKIN | |||||||||
| SALES MANAGER EXHIBITS & SPONSORSHIP | 40.00 | 0.00 | $249,757 | $0 | $24,711 | Yes (X) | |||
| LEIGH ANN RUNYAN | |||||||||
| MD - NORTH AMERICA | 40.00 | 0.00 | $236,724 | $0 | $36,093 | Yes (X) | |||
| JANE BOYCE | |||||||||
| MD - MEMBER SERVICES | 35.00 | 5.00 | $231,858 | $0 | $34,976 | Yes (X) | |||
| JUDY JOHNSTON | |||||||||
| GENERAL COUNSEL | 35.00 | 5.00 | $235,066 | $0 | $26,336 | Yes (X) | |||
| JOHN DONNELLY | |||||||||
| DIRECTOR - MAGAZINES | 40.00 | 0.00 | $206,771 | $0 | $47,195 | Yes (X) | |||
| KIMBERLY RICHARDSON | |||||||||
| DIRECTOR - IT | 40.00 | 0.00 | $167,298 | $0 | $24,282 | Yes (X) | |||
| DARCY SPADY | |||||||||
| 2018 SPE PRESIDENT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SAMI AL-NUAIM | |||||||||
| 2019 SPE PRESIDENT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SHAUNA NOONAN | |||||||||
| 2020 SPE PRESIDENT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TOM BLASINGAME | |||||||||
| 2021 SPE PRESIDENT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| FAISAL AL-NUGHAMISH | |||||||||
| RD - MIDDLE EAST | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| STEVE CHEUNG | |||||||||
| RD - NORTH AMERICA | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| NASIR DARMAN | |||||||||
| RD - ASIA PACIFIC | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| BIROL DINDORUK | |||||||||
| TD - MANAGEMENT & INFORMATION | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JEAN -MARC DUMAS | |||||||||
| RD - SOUTH CENTRAL EASTERN EUROPE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHANA DUNLOP | |||||||||
| TD - HSSESR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| IVOR ELLUL | |||||||||
| RD - NORTH AMERICA | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOE FRANTZ | |||||||||
| RD - NORTH AMERICA | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| RAMONA GRAVES | |||||||||
| DIRECTOR OF ACADEMIA | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KARL LUDVIG HESKESTAD | |||||||||
| RD - EUROPE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| OMOWUMI ILEDARE | |||||||||
| RD - AFRICA | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CHRIS JENKINS | |||||||||
| RD - NORTH AMERICA | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| AIZHANA JUSSUPBEKOVA | |||||||||
| RD - RUSSIA & CASPIAN | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CAM MATTHEWS | |||||||||
| RD - NORTH AMERICA | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JEFF MOSS | |||||||||
| TD - DRILLING | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ERDAL OZKAN | |||||||||
| TD - RESERVOIR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| TERRY PALISCH | |||||||||
| TD - COMPLETIONS | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CESAR PATINO | |||||||||
| RD - SOUTH AMERICA & CARIBBEAN | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| HISHAM SAADAWI | |||||||||
| TD - PRODUCTION & FACILITIES | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| TK SENGUPTA | |||||||||
| RD - SOUTH ASIA & PACIFIC | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| HELENA WU | |||||||||
| DIRECTOR AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| QASEM AL-KAYOUMI | |||||||||
| RD - MIDDLE EAST | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ZACHARY EVANS | |||||||||
| RD - NORTH AMERICA | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| BOB PEARSON | |||||||||
| TD - PRODUCTION & FACILITIES | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID REID | |||||||||
| TD - DRILLING | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,399,426 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $502,270 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 42 | 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 | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| FREEMAN AUDIO VISUAL SOLUTIONS | ||||||||||
| 1600 VICEROY DR STE 100 | DALLAS | TX | 75235 | AUDIO/VISUAL SOLUTIONS | $856,102 | |||||
| UK POSTING LTD | ||||||||||
| INTERNATIONAL POSTAGE FOR JOURNALS | $584,872 | UNIT 18-19 WOMAL PARK | BUCKINGHAMSHIRE | ENGLAND | UK | HP1 89JX | ||||
| CALGARY EXHIBITION AND STAMPEDE | ||||||||||
| EXHIBITION CENTER | $517,401 | 1410 OLYMPIC WAY SE | CALGARY | ALBERTA | CA | T2P 2W1 | ||||
| MARRIOTT BUSINESS SERVICES | ||||||||||
| PO BOX 402642 | ATLANTA | GA | 30384 | CONFERENCE VENUE AND CATERING | $430,539 | |||||
| TECHNOLOGENT | ||||||||||
| 15821 VENTURA BLVD STE100 | ENCINO | CA | 91436 | IT TECHNICAL SUPPORT AND HARDWARE | $418,935 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 29 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $340,056 | AllOtherContributionsAmt |
| Total Contributions | $340,056 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEETINGS | 561000 | $21,483,646 | $21,483,646 | |
| MEMBER DUES/ASSESSMENTS | 900099 | $7,727,133 | $7,727,133 | |
| PUBLICATIONS | 541800 | $4,598,817 | $2,425,563 | $2,173,254 |
| US CHAPTER REVENUE | 900099 | $4,464,056 | $4,464,056 | |
| MANAGEMENT FEES | 900099 | $3,275,212 | $3,275,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,548,864 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $918,246 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,361 | UnrelatedBusinessRevenueAmt |
| Exclusion | $911,885 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $327,602 | TotalRevenueColumnAmt |
| Exclusion | $327,602 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $95,283 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $78,816 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,467 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,467 | TotalRevenueColumnAmt |
| Exclusion | $16,467 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $578,748 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,105 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $544,643 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $544,643 | TotalRevenueColumnAmt |
| Exclusion | $544,643 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $482,493 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $116,692 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $365,801 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $365,801 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,305 | TotalRevenueColumnAmt |
| Exclusion | $2,305 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,305 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,063,984 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,741,411 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,179,615 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,802,902 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712,446 | TotalAmt |
| Program Services | $712,446 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,436,332 | TotalAmt |
| Program Services | $1,771,574 | ProgramServicesAmt |
| Management And General | $1,656,561 | ManagementAndGeneralAmt |
| Fundraising | $8,197 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,995,092 | TotalAmt |
| Program Services | $6,183,976 | ProgramServicesAmt |
| Management And General | $5,782,504 | ManagementAndGeneralAmt |
| Fundraising | $28,612 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $675,320 | TotalAmt |
| Program Services | $348,156 | ProgramServicesAmt |
| Management And General | $325,553 | ManagementAndGeneralAmt |
| Fundraising | $1,611 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,871,444 | TotalAmt |
| Program Services | $964,809 | ProgramServicesAmt |
| Management And General | $902,172 | ManagementAndGeneralAmt |
| Fundraising | $4,463 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,099,609 | TotalAmt |
| Program Services | $566,895 | ProgramServicesAmt |
| Management And General | $530,091 | ManagementAndGeneralAmt |
| Fundraising | $2,623 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,746 | TotalAmt |
| Program Services | $43,690 | ProgramServicesAmt |
| Management And General | $40,854 | ManagementAndGeneralAmt |
| Fundraising | $202 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,824 | TotalAmt |
| Program Services | $182,927 | ProgramServicesAmt |
| Management And General | $171,051 | ManagementAndGeneralAmt |
| Fundraising | $846 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,593 | TotalAmt |
| Management And General | $33,593 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,976 | TotalAmt |
| Program Services | $185,583 | ProgramServicesAmt |
| Management And General | $173,534 | ManagementAndGeneralAmt |
| Fundraising | $859 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,550 | TotalAmt |
| Management And General | $240,550 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,863 | TotalAmt |
| Program Services | $174,698 | ProgramServicesAmt |
| Management And General | $163,356 | ManagementAndGeneralAmt |
| Fundraising | $809 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,587 | TotalAmt |
| Program Services | $266,322 | ProgramServicesAmt |
| Management And General | $249,032 | ManagementAndGeneralAmt |
| Fundraising | $1,233 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $721,355 | TotalAmt |
| Program Services | $371,889 | ProgramServicesAmt |
| Management And General | $347,745 | ManagementAndGeneralAmt |
| Fundraising | $1,721 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,334,512 | TotalAmt |
| Program Services | $687,997 | ProgramServicesAmt |
| Management And General | $643,332 | ManagementAndGeneralAmt |
| Fundraising | $3,183 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,334,698 | TotalAmt |
| Program Services | $6,334,698 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,346,263 | TotalAmt |
| Program Services | $694,055 | ProgramServicesAmt |
| Management And General | $648,996 | ManagementAndGeneralAmt |
| Fundraising | $3,212 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,864 | TotalAmt |
| Program Services | $40,658 | ProgramServicesAmt |
| Management And General | $38,018 | ManagementAndGeneralAmt |
| Fundraising | $188 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES & MEMBER PROGRAMS | $3,978,539 | $3,978,539 | |
| PUBLICATIONS | $3,726,376 | $3,726,376 | |
| US SECTIONS AND STUDENT | $3,264,872 | $2,794,464 | $470,408 |
| UBIT EXPENSE | $1,358 | $1,358 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,648,145 | TotalAmt |
| Program Services | $1,658,853 | ProgramServicesAmt |
| Management And General | $984,416 | ManagementAndGeneralAmt |
| Fundraising | $4,876 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,154,364 | TotalAmt |
| Program Services | $31,688,605 | ProgramServicesAmt |
| Management And General | $13,403,124 | ManagementAndGeneralAmt |
| Fundraising | $62,635 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600 | BOYAmt |
| EOY | $600 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,009,042 | BOYAmt |
| EOY | $8,090,393 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,227,498 | BOYAmt |
| EOY | $2,653,661 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,873,657 | BOYAmt |
| EOY | $1,788,509 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,075,823 | BOYAmt |
| EOY | $1,913,190 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,772,056 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,982,615 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,937,758 | BOYAmt |
| EOY | $9,789,441 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,685,374 | BOYAmt |
| EOY | $29,741,787 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,401,385 | BOYAmt |
| EOY | $2,492,712 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,308,723 | BOYAmt |
| EOY | $10,481,336 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,519,860 | BOYAmt |
| EOY | $66,951,629 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,164,419 | BOYAmt |
| EOY | $14,226,049 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,084,318 | BOYAmt |
| EOY | $9,840,652 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,248,737 | BOYAmt |
| EOY | $24,066,701 | 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 | $45,390,723 | BOYAmt |
| EOY | $41,094,908 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,880,400 | BOYAmt |
| EOY | $1,790,020 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,271,123 | BOYAmt |
| EOY | $42,884,928 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,519,860 | BOYAmt |
| EOY | $66,951,629 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,090,380 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,658,102 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$637,713 | OtherChangesInNetAssetsAmt |
| 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 | $3,298,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $737,882 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,336,057 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,964,614 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $340,056 | CurrentTaxYearAmt |
| Total | $8,676,757 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,841,683 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,785,259 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,968,681 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,126,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,858,102 | CurrentTaxYearAmt |
| Total | $204,580,369 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,139,831 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,523,141 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,304,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,091,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,198,158 | CurrentTaxYearAmt |
| Total | $213,257,126 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $6,265 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,855 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,193 | CurrentTaxYearAmt |
| Total | $13,488 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,727,894 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,942,310 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,204,418 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,380,621 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,806,986 | CurrentTaxYearAmt |
| Total | $46,062,229 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,727,894 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,948,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,207,593 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,382,476 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,809,179 | CurrentTaxYearAmt |
| Total | $46,075,717 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $167,181,409 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,129,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $978,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $745,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $896,734 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,341,131 | CurrentTaxYearAmt |
| Total | $5,091,254 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,129,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $978,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $745,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $896,734 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,341,131 | CurrentTaxYearAmt |
| Total | $5,091,254 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,469 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,108 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,522 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,353 | CurrentTaxYearAmt |
| Total | $105,595 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $9,399 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $2,305 | CurrentTaxYearAmt |
| Total | $11,704 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,275,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,521,194 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,124,258 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,997,514 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,546,947 | CurrentTaxYearAmt |
| Total | $218,465,679 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.76530 | PublicSupportCY509Pct |
| Public Support PY509 | 0.81230 | PublicSupportPY509Pct |
| Investment Income CY | 0.02330 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02200 | 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 | $3,516,275 | DepreciationAmt |
| Book Value | $6,726,737 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $179,104 | OtherCostOrOtherBasisAmt |
| Depreciation | $142,176 | DepreciationAmt |
| Book Value | $36,928 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,003,757 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,971,720 | DepreciationAmt |
| Book Value | $1,032,037 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,260,508 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,352,444 | DepreciationAmt |
| Book Value | $908,064 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,789,441 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTEREST IN NET ASSETS OF RELATED FOUNDATION | $10,352,999 |
| INVESTMENTS IN SUBSIDIARIES | $128,337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,481,336 | TotalBookValueOtherAssetsAmt |
| 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. THE COMPANY RECOGNIZES INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. MANAGEMENT BELIEVES THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS NOR HAVE ANY PENALTIES AND INTEREST BEEN RECOGNIZED OR ACCRUED FOR THE YEARS ENDED MARCH 31, 2020 AND 2019, AND ACCORDINGLY, THERE IS NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE COMPANY DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO CHANGE SIGNIFICANTLY IN THE NEXT 12 MONTHS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA & THE PACIFIC | 1 | 38 | PROGRAM SERVICES | MEETINGS AND TRAINING COURSES | |
| EAST ASIA & THE PACIFIC | 0 | 0 | INVESTMENT | $2,961,137 | |
| EAST ASIA & THE PACIFIC | 0 | 0 | PROGRAM SERVICES | TRAVEL TO FOREIGN AFFILIATES | $66,096 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | INVESTMENT | $16,932,172 | |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | TRAVEL TO FOREIGN AFFILIATES | $629,847 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | TRAVEL TO FOREIGN AFFILIATES | $56,241 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | TRAVEL TO FOREIGN AFFILIATES | $11,990 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | TRAVEL TO FOREIGN AFFILIATES | $4,632 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | TRAVEL TO FOREIGN AFFILIATES | $122,596 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | INVESTMENT | $9,969,414 | |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | PROGRAM SERVICES | TRAVEL TO FOREIGN AFFILIATES | $263,468 |
| NORTH AMERICAN (CANADA & MEXICO ONLY) | 0 | 0 | INVESTMENT | $508,484 | |
| NORTH AMERICAN (CANADA & MEXICO ONLY) | 0 | 0 | PROGRAM SERVICES | TRAVEL TO FOREIGN AFFILIATES | $172,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 38 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Subtotal Spent | $20,662,115 | SubtotalSpentAmt |
| Continuation Spent | $11,036,239 | ContinuationSpentAmt |
| Total Spent | $31,698,354 | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
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 | 373 | RecipientCnt |
| Cash Grant | $712,446 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | NONE | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 - PROCEDURES FOR MONITORING USE OF GRANT FUNDS | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE PROVIDED TO RECIPIENTS BASED UPON STATED QUALIFICATIONS, AND ARE MONITORED THROUGH REQUIRED SUBMISSION OF GRADE AND PROOF OF ENROLLMENT. | 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 | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK A RUBIN | ||||||||||||||
| CEO AND EXECUTIVE VP | $454,774 | $0 | $115,133 | $0 | $396 | $0 | $72,500 | $0 | $25,282 | $0 | $668,085 | $0 | $0 | $0 |
| STEPHEN GRAHAM | ||||||||||||||
| CHIEF OPERATING OFFICER | $336,201 | $0 | $70,812 | $0 | $396 | $0 | $57,879 | $0 | $26,901 | $0 | $492,189 | $0 | $0 | $0 |
| STEVEN BYRNE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $231,968 | $0 | $43,255 | $0 | $258 | $0 | $13,985 | $0 | $27,376 | $0 | $316,842 | $0 | $0 | $0 |
| KIRK COLLIGAN | ||||||||||||||
| SR. EXHIBITS & SPONSORSHIP | $63,326 | $0 | $4,554 | $0 | $202,285 | $0 | $14,745 | $0 | $26,307 | $0 | $311,217 | $0 | $0 | $0 |
| JOHN BODEN | ||||||||||||||
| VP INFORMATION & MEMBER SERVICES | $236,647 | $0 | $51,687 | $0 | $138 | $0 | $15,619 | $0 | $2,209 | $0 | $306,300 | $0 | $0 | $0 |
| GLENDA SMITH | ||||||||||||||
| VP - COMMUNICATIONS | $222,552 | $0 | $37,174 | $0 | $396 | $0 | $13,807 | $0 | $12,067 | $0 | $285,996 | $0 | $0 | $0 |
| JASON PLOTKIN | ||||||||||||||
| SALES MANAGER EXHIBITS & SPONSORSHIP | $56,610 | $0 | $3,792 | $0 | $189,355 | $0 | $14,214 | $0 | $10,497 | $0 | $274,468 | $0 | $0 | $0 |
| LEIGH ANN RUNYAN | ||||||||||||||
| MD - NORTH AMERICA | $203,049 | $0 | $33,537 | $0 | $138 | $0 | $13,842 | $0 | $22,251 | $0 | $272,817 | $0 | $0 | $0 |
| JANE BOYCE | ||||||||||||||
| MD - MEMBER SERVICES | $193,859 | $0 | $37,208 | $0 | $791 | $0 | $13,148 | $0 | $21,828 | $0 | $266,834 | $0 | $0 | $0 |
| JUDY JOHNSTON | ||||||||||||||
| GENERAL COUNSEL | $206,253 | $0 | $28,417 | $0 | $396 | $0 | $13,819 | $0 | $12,517 | $0 | $261,402 | $0 | $0 | $0 |
| JOHN DONNELLY | ||||||||||||||
| DIRECTOR - MAGAZINES | $174,055 | $0 | $32,320 | $0 | $396 | $0 | $11,870 | $0 | $35,325 | $0 | $253,966 | $0 | $0 | $0 |
| KIMBERLY RICHARDSON | ||||||||||||||
| DIRECTOR - IT | $148,734 | $0 | $18,426 | $0 | $138 | $0 | $10,148 | $0 | $14,134 | $0 | $191,580 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 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 INVDIVIDUAL. |
| PART I, LINES 4A-B | LINE 4A: AN INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2019. THE PAYMENT IS INCLUDED IN PART VII, COLUMN D (E) AND SCHEDULE J, PART II, COLUMN B(III). THE TERMS AND CONDITIONS OF THE CONFIDENTIAL SEVERANCE AGREEMENT ARE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST. 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 |
| PART I, LINE 7 | BONUS PAYMENTS ARE MADE BASED ON EXECUTIVES PERFORMANCE AGAINST THE INDIVIDUAL'S ANNUAL GOALS. A DISCRETIONARY COMPONENT MAY BE ADDED TO THE BONUS. BONUSES ARE REVIEWED BY THE COMPENSATION COMMITTEE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, TO SECTION A, 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 VII, SECTION A, COLUMN B | THE AVERAGE HOURS PER WEEK REPORTED ON FORM 990 ARE THE TOTAL HOURS FOR PAYROLL PURPOSES. ACTUAL HOURS MAY EXCEED 40 HOURS PER WEEK. |
| FORM 990, PART XI, LINE 9: | CHANGE IN NET ASSET OF RELATED FOUNDATION -317,521. CHANGE IN NET ASSETS OF US CHAPTERS/SECTIONS -320,192. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SPE CANADA | ||||||||||
| 1410 715 - 5TH AVE SW | CALGARY | ALBERTA | CA | T2P 2X6 | CANADA REGIONAL OFFICE OF SPE | CA | 501(C)(3) | LINE 10 | SOCIETY OF PETROLEUM ENGINEERS INC | Yes (1) |
| SPE MIDDLE EAST | ||||||||||
| 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 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) | |
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 | $2,828,559 | $3,134,346 | 1.00000 | Yes (1) | ||
| SPE BRASIL EVENTOS LTDA | ||||||||||||
| RUA TEIXEIRA DE FREITAS 31 | RIO DE JANEIRO | BR | EVENTS AND CONFERENCES | BR | SOCIETY OF PETROLEUM ENGINEERS INC | C | $1,300,888 | 0.99000 | Yes (1) | CEP | 20021-902 | |
| SPE TRADING LTD | ||||||||||||
| 4TH FL WEST AMERICA HOUSE 2 AMERI | LONDON | UK | OIL & GAS EVENT ORGANIZING | UK | SPE EUROPE LTD | C | $3,354,133 | $2,615,508 | 1.00000 | Yes (1) | EC3N 2LU | |
| SPE VENTURES LTD | ||||||||||||
| 4TH FL WEST AMERICA HOUSE 2 AMERI | LONDON | UK | OIL & GAS EVENT ORGANIZING | UK | SPE EUROPE LTD | C | $1,794,905 | $1,006,330 | 1.00000 | Yes (1) | EC3N 2LU | |
| E&P EVENTS LLP | ||||||||||||
| GATEWAY HOURS 28 THE QUADRANT | RICHMOND | UK | OIL & GAS EVENT ORGANIZING | UK | SPE TRADING LTD | C | $41,502 | $41,502 | 0.50000 | Yes (1) | 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 | 0 | 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 (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SPE EUROPE LTD | ||
| Q | $158,475 | ACCRUAL |
| SPE EUROPE LTD | ||
| P | $1,187,318 | ACCRUAL |
| SPE CANADA | ||
| Q | $122,787 | ACCRUAL |
| SPE CANADA | ||
| P | $465,128 | ACCRUAL |
| SPE ASIA PACIFIC (M) SDN BHD | ||
| Q | $74,675 | ACCRUAL |
| SPE ASIA PACIFIC (M) SDN BHD | ||
| P | $627,010 | ACCRUAL |
| SPE MIDDLE EAST DMCC | ||
| P | $154,862 | ACCRUAL |
| SPE MIDDLE EAST DMCC | ||
| Q | $381,335 | ACCRUAL |