2021-09-01T12:20:11-05:00 2020-12-31 061244958 CARTER HAYES ASSOCIATES PC 1970 WHITNEY AVENUE BLDG 2 HAMDEN CT 06517 990 2020-01-01 060692002 SOCIETY OF PLASTICS ENGINEERS INC SOCI 2037750471 100 RESERVE ROAD NO B310 DANBURY CT 06810 PATRICK FARREY CHIEF EXECUTIVE OFFICER 2037750471 2021-08-31 1 PATRICK FARREY 999009999 DAVID A SCARAMOZZA P00157253 2032873990 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PATRICK FARREY 100 RESERVE ROAD NO B310 DANBURY CT 06810 3682570 0 X WWW.4SPE.ORG X 1942 MI THE SOCIETY OF PLASTICS ENGINEERS (SPE) SUPPORTS PEOPLE AND COMPANIES IN THE PLASTICS INDUSTRY, BY PRODUCING PROGRAMS WHICH FACILITATE THE SHARING OF KNOWLEDGE, THE STRENGTHENING OF SKILLS AND THE PROMOTION OF THE PLASTICS INDUSTRY WORLDWIDE. SPE SERVES PLASTICS PROFESSIONALS FROM EVERY SEGMENT OF THE INDUSTRY, INCLUDING ENGINEERS, SCIENTISTS, TECHNICIANS, SALESPEOPLE, MARKETERS, RETAILERS AND REPRESENTATIVES FROM ALL PLASTICS-PRODUCING AND PLASTICS-USING INDUSTRIES. THESE STAKEHOLDERS USE SPE AS A FORUM TO DISCUSS CRITICAL ISSUES AND SHARE TECHNICAL ADVANCEMENTS FOR THE BETTERMENT OF THE INDUSTRY AND OF SOCIETY AS A WHOLE. 9 9 14 1170 0 0 603720 498619 2974275 2251786 270797 222188 72575 47402 3921367 3019995 157475 164421 0 0 1495245 1453043 0 0 50469 1984875 1112112 3637595 2729576 283772 290419 6889783 7347666 3435844 3290885 3453939 4056781 X THE SOCIETY OF PLASTICS ENGINEERS (SPE) SUPPORTS PEOPLE AND COMPANIES IN THE PLASTICS INDUSTRY, BY PRODUCING PROGRAMS WHICH FACILITATE THE SHARING OF KNOWLEDGE, THE STRENGTHENING OF SKILLS AND THE PROMOTION OF THE PLASTICS INDUSTRY WORLDWIDE. SPE SERVES PLASTICS PROFESSIONALS FROM EVERY SEGMENT OF THE INDUSTRY, INCLUDING ENGINEERS, SCIENTISTS, TECHNICIANS, SALESPEOPLE, MARKETERS, RETAILERS AND REPRESENTATIVES FROM ALL PLASTICS-PRODUCING AND PLASTICS-USING INDUSTRIES. THESE STAKEHOLDERS USE SPE AS A FORUM TO DISCUSS CRITICAL ISSUES AND SHARE TECHNICAL ADVANCEMENTS FOR THE BETTERMENT OF THE INDUSTRY AND OF SOCIETY AS A WHOLE. 0 0 2098710 164421 2299188 THE ORGANIZATION PROVIDES THE FOLLOWING SERVICES, AVAILABLE BOTH TO MEMBERS AND TO NON-MEMBER PLASTICS PROFESSIONALS: THE JOURNAL OF POLYMER ENGINEERING & SCIENCE; THE JOURNAL OF POLYMER COMPOSITES; THE JOURNAL OF VINYL & ADDITIVE TECHNOLOGY; PLASTICS ENGINEERING MAGAZINE; MORE THAN A DOZEN WORLDWIDE TECHNICAL CONFERENCES; ANNUAL TECHNICAL CONFERENCE (ANTEC - ATTENDED BY APPROXIMATELY 1,500); RESEARCH INCLUDING THE ANNUAL PLASTICS INDUSTRY SALARY SURVEY; THE SPE ONLINE TECHNICAL LIBRARY (MORE THAN 14,000 PAPERS); SPE COMMUNITIES (ONLINE OPEN FORUM); PLASTICS INSIGHT NEWSLETTER; SCHOLARSHIPS AND GRANTS THROUGH THE SPE FOUNDATION. 2098710 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 1 1 1 1 1 0 1 1 1 1 0 1 1 1 1 1 0 CT X X PATRICK FARREY 2037405471 100 RESERVE ROAD B310 DANBURY CT 06810 BRIAN LANDES PAST PRESIDENT 2.00 X 0 0 0 LYNZIE NEBEL VICE PRESIDENT MEMBER ENGAGEMENT 2.00 X 0 0 0 JAIME A GOMEZ PRESIDENT 2.00 X X 0 0 0 LIDZKI GUSTAVO VICE PRESIDENT APPOINTED 2.00 X 0 0 0 EDWARD TRUEMAN VICE PRESIDENT BUSINESS AND FINANCE 2.00 X X 0 0 0 SCOTT EASTMAN VICE PRESIDENT CHAPTERS 2.00 X 0 0 0 BRUCE MULHOLLAND VICE PRESIDENT PROFESSIONAL DEVELOPMENT 2.00 X 0 0 0 RAYMOND PEARSON VICE PRESIDENT PUBLICATIONS 2.00 X 0 0 0 JASON LYONS PRESIDENT-ELECT 2.00 X 0 0 0 CONOR CARLIN VICE PRESIDENT SUSTAINABILITY 2.00 X X 0 0 0 PATRICK FARREY CHIEF EXECUTIVE OFFICER 50.00 X 331172 0 23362 331172 0 23362 1 0 1 0 SERIES ONE LLC 1435 N JOSSMAN ROAD ORTONVILLE MI 48462 FOUNDATION DIRECTOR 118152 1 498619 498619 PUBLICATIONS 511120 1048556 1048556 MEMBERSHIP DUES 900099 842447 842447 CONFERENCES 900099 359724 359724 SPE STORE 900099 1059 1059 2251786 260192 260192 624571 662575 -38004 -38004 -38004 MISCELLANEOUS 900099 47402 47402 47402 3019995 2299188 0 222188 154671 154671 6750 6750 3000 3000 354534 261298 85777 7459 868745 640279 210189 18277 12225 9010 2958 257 137587 101404 33288 2895 79952 58926 19344 1682 7148 5269 1729 150 99470 73311 24066 2093 204003 150353 49358 4292 10876 8016 2631 229 111969 82523 27090 2356 150411 110855 36393 3163 109275 80537 26439 2299 71738 52872 17357 1509 101507 74812 24559 2136 23894 17610 5781 503 17158 12646 4151 361 33927 25005 8208 714 PUBLICATIONS 165200 165200 MEMBERSHIP SERVICES 2691 1983 651 57 PROFESSIONAL DEVELOPMEN 1769 1304 428 37 AWARDS 1076 1076 2729576 2098710 580397 50469 556012 645939 294755 111372 281217 98450 44891 70632 118136 22919 112375 95217 5600533 6326056 6889783 7347666 264905 223156 1899559 1724282 975545 1075228 295835 268219 3435844 3290885 X 1893407 2662776 1560532 1394005 3453939 4056781 6889783 7347666 290419 312423 0 X 0 1 X 1 0 X 1511512 1325078 1517627 1518668 1341066 7213951 2183367 2071912 2206611 2131899 1456741 10050530 3694879 3396990 3724238 3650567 2797807 17264481 0 0 0 17264481 116285 269267 274996 256681 260192 1177421 116285 269267 274996 256681 260192 1177421 3811164 3666257 3999234 3907248 3057999 18441902 0.93620 0.94370 0.06380 0.05630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33510 33510 33510 33510 33510 33510 33510 33510 33510 33510 1.00000 0 0 17073 2276 14797 101063 20643 80420 95217 DUE TO SECTIONS AND DIVISIONS 268219 268219 X 3332418 312423 312423 3019995 0 3019995 2729576 0 2729576 0 2729576 PART V, LINE 4: QUASI ENDOWMENT PART X, LINE 2: THE ORGANIZATION FILES TAX RETURNS IN THE UNITED STATES. THE ORGANIZATION HAS NOT TAKEN ANY TAX POSITIONS THAT MANAGEMENT BELIEVES WOULD RESULT IN ADDITIONAL TAX LIABILITIES UPON EXAMINATION OF THE TAX RETURNS BY A TAX JURISDICTION. THE ORGANIZATION HAS NO OPEN TAX YEARS PRIOR TO 2017. THE ORGANIZATION'S RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR A PERIOD OF THREE YEARS. 1 EUROPE 1 1 OFFICE IS MAINTAINED TO ASSIST MEMBERSHIP AND COORDINATE SEMINARS IN THE LOCAL EUROPEAN COMMUNITY ASSIST MEMBERS IN REGISTERING FOR SEMINARS AND RENEWING MEMBERSHIPS 85303 1 1 0 0 1 1 85303 0 85303 0 0 0 0 0 0 PART I, LINE 2: SPE ASKS THE RECIPIENTS TO KEEP THEM INFORMED AS TO THE USE OF THE FUNDS AND THE PROGRESS OF THEIR PROJECT OR USE. PART III ACCOUNTING METHOD: 1 KETTERING UNIVERSITY 1700 UNIVERSITY AVENUE FLINT MI 48504 382410852 170(B)(1)(A)(II) 14000 SCHOLARSHIP PENN STATE ERIE - BEHREND COLLEGE 4701 COLLEGE DRIVE ERIE PA 16563 246000376 170(B)(1)(A)(II) 5000 SCHOLARSHIP VIRGINIA TECH UNIVERSITY 800 WASHINGTON STREET SW BLACKSBURG VA 24061 546001805 170(B)(1)(A)(II) 7500 SCHOLARSHIP UNIVERSITY OF MASSACHUETTS-LOWELL 220 PAWTUCKET STREET SUITE 131 LOWELL MA 01854 046002284 170(B)(1)(A)(II) 18500 SCHOLARSHIP FERRIS STATE UNIVERSITY 919 CAMPUS DRIVE BIG RAPIDS MI 49307 386005159 170(B)(1)(A)(II) 10250 SCHOLARSHIP NORTH CAROLINA STATE UNIVERSITY 2016 HARRIS HALL RALEIGH NC 27695 043847594 170(B)(1)(A)(II) 6500 SCHOLARSHIP SHAWNEE STATE UNIVERSITY 940 SECOND STREET PORTSMOUTH OH 45662 310864917 170(B)(1)(A)(II) 7500 SCHOLARSHIP UNIVERSITY OF AKRON P O BOX 2260 AKRON OH 44309 341972453 170(B)(1)(A)(II) 6500 SCHOLARSHIP NEW PARADIGM FOR EDUCATION 440 BURROUGHS STREET SUITE 518 DETROIT MI 48202 272059007 509(A)(2) 16600 ECOTEK SCIENCE AT WORK! LAB 9 AWARDS 3 2750 SCHOLARSHIPS 2 4000 PART I, LINE 2: SPE ASKS THE RECIPIENTS TO KEEP THEM INFORMED AS TO THE USE OF THE FUNDS AND THE PROGRESS OF THEIR PROJECT OR USE. X X X X 0 0 0 0 0 0 0 0 0 PATRICK FARREY CHIEF EXECUTIVE OFFICER 331172 0 0 0 0 0 5362 0 18000 0 354534 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 IN MARCH 2020, SPE APPROVED AMENDMENTS TO THE BYLAWS TO CHANGE THE GOVERNING BODY FROM THE COUNCIL TO THE EXECUTIVE BOARD. THE COUNCIL SHALL CONTINUE TO CONSIST OF REPRESENTATIVES ELECTED BY MEMBERS AFFILIATED WITH SECTIONS AND DIVISIONS AS PROVIDED IN THE BYLAWS, THE IMMEDIATE PAST PRESIDENT AS COUNCILOR-AT-LARGE, AND A COUNCILOR- OR COUNCILORS-AT-LARGE AS MAY BE PROVIDED IN THE BYLAWS. EACH COUNCILOR SHALL BE A VOTING MEMBER OF SPE WHEN SEATED AND SHALL ELECT THE MEMBERS OF THE EXECUTIVE BOARD. THE EXECUTIVE BOARD BECAME THE ULTIMATE GOVERNING BODY OF SPE. THE EXECUTIVE BOARD SHALL HAVE FULL AUTHORITY TO ACT ON ALL BUSINESS MATTERS OF SPE SUBJECT TO THE APPLICABLE FEDERAL, STATE AND LOCAL LAWS AND TO THE BYLAWS AND OPERATING POLICIES OF SPE. THE COUNCIL RETAINED THREE SPECIFIC POWERS: 1) TO ELECT CERTAIN MEMBERS OF THE EXECUTIVE BOARD; 2) TO OVERTURN BY A 2/3 MAJORITY ANY BYLAW CHANGES APPROVED BY THE EXECUTIVE BOARD, AND; 3) TO CONVENE SPECIAL MEETINGS OF THE COUNCILORS WHEN NEEDED. THE EXECUTIVE BOARD OF SPE SHALL CONSIST OF THE FOLLOWING DIRECTORS: PRESIDENT, IMMEDIATE PAST PRESIDENT, PRESIDENT-ELECT, VP BUSINESS & FINANCE, VP CHAPTERS, VP PROFESSIONAL DEVELOPMENT, VP SUSTAINABILITY, VP PUBLICATIONS, VP MEMBER ENGAGEMENT, AND ONE APPOINTED VICE PRESIDENT POSITION, AND, AS A NON-VOTING MEMBER, THE CHIEF STAFF EXECUTIVE. ALL DIRECTORS EXCEPT THE APPOINTED VICE PRESIDENT ARE ELECTED BY THE COUNCIL. THE VP BUSINESS & FINANCE ALSO SERVES AS TREASURER OF SPE. THE SECRETARY OF SPE IS ELECTED FROM THE OTHER VICE PRESIDENTS BY THE EXECUTIVE BOARD. THE SPE PRESIDENT SHALL SERVE AS THE CHAIR OF THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION A, LINE 6 VOTING MEMBERS: ALL PROFESSIONAL MEMBERS AND STUDENT MEMBERS SHALL HAVE THE RIGHT TO VOTE, HOLD ELECTIVE OFFICE AND PARTICIPATE IN ALL THE AFFAIRS OF SPE. PROFESSIONAL MEMBERS AND STUDENT MEMBERS WHO ARE CURRENT WITH DUES PAYMENT ARE CONSIDERED "MEMBERS IN GOOD STANDING" AS REFERENCED IN BYLAWS AND OPERATING POLICIES. PROFESSIONAL MEMBERS MAY HAVE FURTHER CLASSIFICATION OF THEIR MEMBERSHIP STATUS. PROFESSIONAL MEMBER CLASSIFICATIONS INCLUDE YOUNG PROFESSIONAL MEMBER, DISTINGUISHED MEMBER, FELLOW OF THE SOCIETY, HONORED SERVICE MEMBER, OR EMERITUS MEMBER. A STUDENT MEMBER SHALL BE A REGULARLY ENROLLED, FULL-TIME STUDENT IN A COURSE OF STUDY FOR A FUTURE IN THE PLASTICS INDUSTRY. NON-VOTING MEMBERS: E-MEMBERS AND HONORARY MEMBERS MAY NOT PARTICIPATE IN ALL AFFAIRS OF SPE NOR HAVE THEY VOTING RIGHTS, NOR CAN THEY HOLD SPE OFFICE IN SECTIONS AND DIVISIONS. SECTION/DIVISION AFFILIATION: ALL PROFESSIONAL MEMBERS AND STUDENT MEMBERS IN GOOD STANDING SHALL HAVE THE PRIVILEGE OF AFFILIATING WITH AFFILIATE GROUPS. E-MEMBERS AND HONORARY MEMBERS HAVE NO AFFILIATION. FORM 990, PART VI, SECTION A, LINE 7A THE COUNCIL CONSISTS OF REPRESENTATIVES ELECTED BY MEMBERS AFFILIATED WITH SECTIONS AND DIVISIONS AS PROVIDED IN THE BYLAWS, THE IMMEDIATE PAST PRESIDENT AS COUNCILOR-AT-LARGE, AND A COUNCILOR- OR COUNCILORS-AT-LARGE AS MAY BE PROVIDED IN THE BYLAWS. EACH COUNCILOR SHALL BE A VOTING MEMBER OF SPE WHEN SEATED AND SHALL ELECT THE MEMBERS OF THE EXECUTIVE BOARD. THE EXECUTIVE BOARD IS THE ULTIMATE GOVERNING BODY OF SPE. THE EXECUTIVE BOARD SHALL HAVE FULL AUTHORITY TO ACT ON ALL BUSINESS MATTERS OF SPE SUBJECT TO THE APPLICABLE FEDERAL, STATE AND LOCAL LAWS AND TO THE BYLAWS AND OPERATING POLICIES OF SPE. THE COUNCIL HAS THREE SPECIFIC POWERS: 1) TO ELECT CERTAIN MEMBERS OF THE EXECUTIVE BOARD; 2) TO OVERTURN BY A 2/3 MAJORITY ANY BYLAW CHANGES APPROVED BY THE EXECUTIVE BOARD, AND; 3) TO CONVENE SPECIAL MEETINGS OF THE COUNCILORS WHEN NEEDED. FORM 990, PART VI, SECTION A, LINE 7B THE COUNCIL HAS THREE SPECIFIC POWERS: 1) TO ELECT CERTAIN MEMBERS OF THE EXECUTIVE BOARD; 2) TO OVERTURN BY A 2/3 MAJORITY ANY BYLAW CHANGES APPROVED BY THE EXECUTIVE BOARD, AND; 3) TO CONVENE SPECIAL MEETINGS OF THE COUNCILORS WHEN NEEDED. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY TAX PROFESSIONALS IN CONJUNCTION WITH SPE'S ACCOUNTING MANAGER AND DIRECTOR, OPERATIONS AND ADMINISTRATION. THE RETURN IS REVIEWED BY A TEAM CONSISTING OF THE CHIEF EXECUTIVE OFFICER, ACCOUNTING MANAGER AND DIRECTOR, OPERATIONS AND ADMINISTRATION. THE RETURN IS THEN PRESENTED TO THE FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE FOR FINAL REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND EXECUTIVE COMMITTEE MEMBERS ARE REMINDED OF THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF EVERY COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THERE IS A PERFORMANCE AND COMPENSATION COMMITTEE WHICH IS A COMMITTEE OF THE EXECUTIVE COMMITTEE. THE DIRECTOR, OPERATIONS AND ADMINISTRATION IS THE STAFF LIASON TO THIS GROUP. SALARY IS BENCHMARKED VIA THE USE OF SURVEY DATA WITH OTHER LIKE TYPE ORGANIZATIONS. IN ADDITION, THERE IS A REVIEW OF DEPARTMENT OF LABOR WAGE DEMOGRAPHICS FOR THE GEOGRAPHIC REGION. FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS ARE MADE AVAILABLE BY CONTACTING THE ORGANIZATION AT THE ADDRESS OR PHONE NUMBER LISTED ON PAGE ONE OF THE RETURN. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE BY CONTACTING THE ORGANIZATION AT THE ADDRESS OR PHONE NUMBER LISTED ON PAGE ONE OF THE RETURN.