SOCIETY OF MANUFACTURING ENGINEERS: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF MANUFACTURING ENGINEERS (EIN 38-0298770)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202011969349304171
- Schema version
- 2019v5.1
- 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 | 2020-07-14T15:39:48-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 SOUTH RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 380298770 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF MANUFACTURING ENGINEERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 3134253000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 TOWN CENTER STE 1910 | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG CONNOP | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3134253000 | PhoneNum |
| Signature | 2020-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LOWENTHAL | PreparerPersonNm |
| PTIN | P00378651 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2020-06-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.144.97.93 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-30 | IPDt |
| IP Tm | 11:08:07 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 737380BCD7AD51223FD12A91753DF01CE9F34789 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SANDRA L BOUCKLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 TOWN CENTER STE 1910 | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $77,347,490 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 1207 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SME.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1932 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE MANUFACTURING TECHNOLOGY, DEVELOP A SKILLED WORKFORCE, COLLABORATE, AGGREGATE AND DISSEMINATE TECHNICAL KNOWLEDGE & EXPERTISE, AND BECOME A LEADER IN MANUFACTURING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 235 | TotalEmployeeCnt |
| Total Volunteers | 1000 | TotalVolunteersCnt |
| Total Gross UBI | $3,164,367 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $421,175 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $229 | PYContributionsGrantsAmt |
| CY Contributions Grants | $107,739 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $52,031,088 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $70,624,365 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,422,767 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,797,218 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,041,124 | PYOtherRevenueAmt |
| CY Other Revenue | $1,090,006 | CYOtherRevenueAmt |
| PY Total Revenue | $56,495,208 | PYTotalRevenueAmt |
| CY Total Revenue | $75,619,328 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $627,362 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $634,247 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,457,442 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,584,638 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,815,816 | PYOtherExpensesAmt |
| CY Other Expenses | $43,480,203 | CYOtherExpensesAmt |
| PY Total Expenses | $57,900,620 | PYTotalExpensesAmt |
| CY Total Expenses | $67,699,088 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,405,412 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,920,240 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $57,812,203 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,986,755 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,239,200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,749,751 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,573,003 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,237,004 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SME'S MISSION IS TO PROMOTE MANUFACTURING TECHNOLOGY AND DEVELOP A SKILLED WORKFORCE. SME'S VISION IS AN INSPIRED, EDUCATED AND PROSPEROUS MANUFACTURING COMMUNITY. SME'S PURPOSE IS TO ADVANCE MANUFACTURING AND ATTRACT GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $36,289,674 | ExpenseAmt |
| Revenue | $51,939,384 | RevenueAmt |
| Desc | EXPOSITIONS AND CONFERENCES - EXPOSITIONS PROVIDE OPPORTUNITIES FOR MANUFACTURING PROFESSIONALS TO EXPAND THEIR KNOWLEDGE BY WITNESSING THE LATEST TECHNOLOGY AND PRODUCTION METHODS IN ACTION, NETWORKING WITH INDUSTRY EXPERTS AND LEARNING ABOUT EMERGING TECHNOLOGIES AND INDUSTRIES. IN ADDITION TO CONFERENCES, FREE/COMPLIMENTARY EDUCATION IS CONDUCTED WITHIN THE EXHIBIT HALL. STUDENT PROGRAMS AT EVENTS INTRODUCE YOUNG PEOPLE TO CAREERS IN MANUFACTURING AND EDUCATE THEM ON TECHNOLOGY AND OPPORTUNITIES AVAILABLE. MANUFACTURERS FROM AROUND THE WORLD COME TO FIND SOLUTIONS THAT IMPROVE PROCESSES, INCREASE QUALITY AND EXPLORE NEW TECHNOLOGIES. THE TOTAL ATTENDANCE AT SOCIETY OF MANUFACTURING ENGINEERS ("SME") EXPOSITIONS AND CONFERENCES IN 2019 WAS 121,776. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,543,760 | ExpenseAmt |
| Revenue | $12,964,743 | RevenueAmt |
| Desc | TRAINING AND DEVELOPMENT - TOOLING U-SME DELIVERS VERSATILE, COMPETENCY-BASED LEARNING AND DEVELOPMENT SOLUTIONS TO THE MANUFACTURING COMMUNITY THROUGH A VARIETY OF LEARNING OPTIONS INCLUDING ONLINE TRAINING, INSTRUCTOR-LED TRAINING, CERTIFICATIONS, BOOK AND VIDEOS. TOOLING U-SME PARTNERS WITH CUSTOMERS TO BUILD HIGH PERFORMERS WHO HELP THEIR COMPANIES DRIVE QUALITY, PROFITABILITY, PRODUCTIVITY, INNOVATION AND EMPLOYEE SATISFACTION. WORKING DIRECTLY WITH HUNDREDS OF HIGH SCHOOLS, COMMUNITY COLLEGES AND UNIVERSITIES, TOOLING U-SME IS ABLE TO HELP PREPARE THE NEXT GENERATION WORKFORCE BY PROVIDING INDUSTRY-DRIVEN CURRICULUM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,070,690 | ExpenseAmt |
| Revenue | $4,695,304 | RevenueAmt |
| Desc | PUBLICATIONS - SME INCORPORATES EDUCATION & TRAINING INTO EVERYTHING WE DO. SME MEDIA'S EDITORIAL CONTENT CALENDAR SCHEDULES A THEME FOR EACH MONTH WHICH IS SELECTED TO ENHANCE THE KNOWLEDGE IN A PARTICULAR ENGINEERING DISCIPLINE. THE SCHEDULE OF MONTHLY THEMES CORRELATES WITH THE APPROPRIATE UPCOMING CONFERENCES OR TRADE SHOWS TO ROUND OUT THE EDUCATIONAL EXPERIENCE. FOR EACH THEME, THE EDITOR AND STAFF OF SME MEDIA INTERVIEWS ORGANIZATIONS WITH PRODUCTS, SERVICES & NEW TECHNOLOGIES THAT HELP ADVANCE THE FEATURED ENGINEERING DISCIPLINE. MANY OF THESE ORGANIZATIONS WILL BE INCLUDED IN THE EDITORIAL CONTENT OF THE MAGAZINES AND DIGITAL PRODUCTS, WHILE OTHERS ARE INVITED TO PLACE AN ADVERTISEMENT MEETING CERTAIN SPECIFICATIONS DESIGNED TO ENHANCE THE EDUCATIONAL EXPERIENCE OF THE AUDIENCE WITH RESPECT TO THE FEATURED EDITORIAL CONTENT. THE SME MEDIA CONTENT IS OFTEN LINKED TO THE CONFERENCE OR TRADE SHOW THEME TO ADVANCE PROMOTE THE EVENT AND CORRESPONDING TOPIC. SME MEDIA PROVIDES TIMELY INFORMATION ABOUT EMERGING TECHNOLOGIES AND INDUSTRIES THROUGH ITS EDUCATIONAL CONTENT AND ADVERTISEMENTS. THE MAGAZINES AND DIGITAL PROPERTIES FURTHER SME'S EXEMPT PURPOSE BY PROVIDING EDUCATION IN SUPPORT OF SME'S EXPOSITIONS AND OTHER EDUCATIONAL EVENTS. THE TOTAL PRINT AND DIGITAL AUDIENCE FOR SME MEDIA IN 2019 WAS 1,220,211 COPIES. SME MEDIA ALSO PROVIDES A WEEKLY E-NEWSLETTER WHICH FOCUSES ON OUR FOUR CORE DISCIPLINES: AEROSPACE & DEFENSE, ENERGY, MEDICAL AND MOTORIZED VECHICLES. THE CONTENT IS DELIVERED THROUGH A FULLY INTEGRATED MEDIA PORTFOLIO, WHICH MAKES INFORMATION AVAILABLE IN PRINT, ONLINE, EMAIL, MOBILE APPS, SOCIAL MEDIA AND WEBINARS. IN ADDITION, SME PUBLISHES THREE SCHOLARLY, PEER-REVIEWED JOURNALS ON MANUFACTURING LETTERS, MANUFACTURING PROCESSES AND MANUFACTURING SYSTEMS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $1,224,306 | $55,850 | $1,024,934 | MEMBERSHIP PROGRAMS - SME'S 14,809 MEMBERS ENGAGE WITH SME TO INSPIRE, PREPARE AND SUPPORT THE ADVANCEMENT OF MANUFACTURING. THIS ENGAGEMENT INCLUDES ONLINE, LOCAL AND NATIONAL NETWORKING; EVENT ATTENDANCE; CAREER DEVELOPMENT; VOLUNTEER LEADERSHIP; PUBLICATIONS; AND EDUCATIONAL PROGRAMMING. IN 2019, WE CONTINUED TO PROVIDE MEMBERS WITH EXCLUSIVE ACCESS TO BENEFITS AND FEATURES, WHILE CREATING A DIVERSIFIED MEMBER PROFILE; ADDRESSING THE GROWING MANUFACTURING SKILLS GAP; IMPROVING COMPONENT SUPPORT; ENHANCING ONLINE COMMUNITIES; AND INCREASING THE SCOPE OF OUR MEMBERSHIP THROUGH CORPORATE AND INDIVIDUAL MEMBER SEGMENTS. |
| $578,397 | $578,397 | ENGINEERING EDUCATION GRANTS - THROUGH ITS GRANTS TO ITS SUBSIDIARY, THE SME EDUCATION FOUNDATION, AND OTHER GRANTS TO ITS CHAPTERS, SME INSPIRES YOUTH TO PURSUE CAREERS IN MANUFACTURING, SUPPORTS STUDENTS STUDYING FOR A CAREER IN AN ENGINEERING OR ENGINEERING RELATED FIELD THROUGH ITS PRIME (PARTNERSHIP RESPONSE IN MANUFACTURING EDUCATION PROGRAMS AND COLLEGE SCHOLARSHIPS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,802,703 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $634,247 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,024,934 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $53,706,827 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | 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 |
| IRP Document | 184 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 235 | 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 | CA | 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG CONNOP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3134253000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 TOWN CENTER STE 1910 | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48075 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MARK MICHALSKI | ||||||||||
| PRESIDENT | 20.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SUSAN M SMYTH | ||||||||||
| PRESIDENT-ELECT | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL D PACKER | ||||||||||
| VICE PRESIDENT | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DIANNE CHONG | ||||||||||
| TREASURER | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JAMES W SCHLUSEMANN | ||||||||||
| SECRETARY | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| WINSTON F EREVELLES | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| VINCENT W HOWELL | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEAN S PHILLIPS | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RALPH L RESNICK | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS KURFESS | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| REBECCA R TAYLOR | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN R SCHMID | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALBERT J WAVERING | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SANDRA L BOUCKLEY | ||||||||||
| CEO & EXECUTIVE DIRECTOR | 46.00 | 4.00 | Yes (X) | $542,370 | $47,163 | $22,425 | ||||
| STAVROS PRAHALIS | ||||||||||
| CHIEF OPERATING OFFICER | 50.00 | 0.00 | Yes (X) | $378,980 | $0 | $52,905 | ||||
| JULIE DUFF | ||||||||||
| VP OF FINANCE | 46.00 | 4.00 | Yes (X) | $226,097 | $19,661 | $16,567 | ||||
| CRAIG CONNOP | ||||||||||
| CHIEF FINANCIAL OFFICER | 46.00 | 4.00 | Yes (X) | $84,557 | $7,352 | $15,753 | ||||
| JEANNINE KUNZ | ||||||||||
| VP OF TOOLING U - SME | 50.00 | 0.00 | $318,856 | $0 | $61,583 | Yes (X) | ||||
| DAVID O'NEIL | ||||||||||
| VP OF ADVANCED MFG MEDIA | 50.00 | 0.00 | $268,966 | $0 | $28,297 | Yes (X) | ||||
| ERICA CIUPAK | ||||||||||
| VP OF IT | 50.00 | 0.00 | $254,696 | $0 | $13,708 | Yes (X) | ||||
| JOHN CATALANO | ||||||||||
| SENIOR DIRECTOR, FABTECH | 50.00 | 0.00 | $248,862 | $0 | $91,221 | Yes (X) | ||||
| CHAD H SCHRON | ||||||||||
| SENIOR DIRECTOR, TU-SME | 50.00 | 0.00 | $264,951 | $0 | $42,304 | Yes (X) | ||||
| KATHLEEN BORGULA | ||||||||||
| VP OF HUMAN RESOURCES | 50.00 | 0.00 | $243,836 | $0 | $38,447 | Yes (X) | ||||
| DIRK VON GAL | ||||||||||
| DIRECTOR, US EVENTS | 50.00 | 0.00 | $195,628 | $0 | $32,719 | Yes (X) | ||||
| BRIAN HOGAN | ||||||||||
| NATIONAL ACCOUNT MANAGER | 50.00 | 0.00 | $193,000 | $0 | $28,615 | Yes (X) | ||||
| JEFFREY M KRAUSE | ||||||||||
| FORMER EXECUTIVE DIRECTOR & CEO | 0.00 | 0.00 | $224,923 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,445,722 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $74,176 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $444,544 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 52 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 | ||||||||||
| 1600 VICEROY 100 | DALLAS | TX | 75235 | CONF & EXHIBIT SVCS | $2,934,865 | |||||
| QUADGRAPHICS | ||||||||||
| 700 BLACKHAWK DRIVE | BURLINGTON | WI | 53105 | PUBLISHING | $958,754 | |||||
| GES CANADA | ||||||||||
| CONF & EXHIBIT SVCS | $688,686 | 2345 RUE LAPIERRE | LASALLE | QUEBEC | CA | H8N 1B7 | ||||
| PERSONIFY INC | ||||||||||
| PO BOX 759470 | BALTIMORE | MD | 21275 | SOFTWARE LICENSES & SUPPORT | $409,885 | |||||
| PREMIER EVENT TECHNOLOGY LLC | ||||||||||
| 2871 RESEARCH DRIVE | ROCHESTER HILLS | MI | 48309 | AV & RECORDING SESSIONS | $393,041 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 30 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $107,739 | AllOtherContributionsAmt |
| Total Contributions | $107,739 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| EXPOSITIONS AND CONFERENCES | 541300 | $51,939,384 | $2,262,845 | $49,676,539 | |
| TRAINING AND DEVELOPMENT | 611600 | $12,964,743 | $12,964,743 | ||
| PUBLICATIONS/ADVERTISING | 511130 | $4,695,304 | $1,849,835 | $2,845,469 | |
| MEMBERSHIPS | 541900 | $1,024,934 | $1,024,934 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $70,624,365 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $762,468 | TotalRevenueColumnAmt |
| Exclusion | $762,468 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $725,566 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $406,668 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $318,898 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,602,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,567,250 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,034,750 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,034,750 | TotalRevenueColumnAmt |
| Exclusion | $3,034,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $525,352 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $160,912 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $364,440 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $364,440 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,619,328 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,873,465 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,164,367 | UnrelatedBusinessRevenueAmt |
| Exclusion | $53,473,757 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,197 | TotalAmt |
| Program Services | $632,197 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,050 | TotalAmt |
| Program Services | $2,050 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,543,911 | TotalAmt |
| Program Services | $1,016,531 | ProgramServicesAmt |
| Management And General | $1,527,380 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,615,023 | TotalAmt |
| Program Services | $12,295,375 | ProgramServicesAmt |
| Management And General | $5,319,648 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$84,274 | TotalAmt |
| Program Services | -$37,655 | ProgramServicesAmt |
| Management And General | -$46,619 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,240,340 | TotalAmt |
| Program Services | $1,539,088 | ProgramServicesAmt |
| Management And General | $701,252 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,269,638 | TotalAmt |
| Program Services | $870,480 | ProgramServicesAmt |
| Management And General | $399,158 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,374 | TotalAmt |
| Program Services | $52,531 | ProgramServicesAmt |
| Management And General | $122,843 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,834 | TotalAmt |
| Program Services | $23,909 | ProgramServicesAmt |
| Management And General | $65,925 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,611 | TotalAmt |
| Management And General | $71,611 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,397,062 | TotalAmt |
| Program Services | $2,161,349 | ProgramServicesAmt |
| Management And General | $1,235,713 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,715,439 | TotalAmt |
| Program Services | $2,468,792 | ProgramServicesAmt |
| Management And General | $246,647 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,511,846 | TotalAmt |
| Program Services | $1,974,208 | ProgramServicesAmt |
| Management And General | $537,638 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,076,972 | TotalAmt |
| Program Services | $374,974 | ProgramServicesAmt |
| Management And General | $701,998 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,132 | TotalAmt |
| Program Services | $63,132 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,979,374 | TotalAmt |
| Program Services | $1,167,357 | ProgramServicesAmt |
| Management And General | $812,017 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,712,406 | TotalAmt |
| Program Services | $1,340,430 | ProgramServicesAmt |
| Management And General | $371,976 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,700,855 | TotalAmt |
| Program Services | $24,946,296 | ProgramServicesAmt |
| Management And General | $754,559 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125 | TotalAmt |
| Program Services | $46 | ProgramServicesAmt |
| Management And General | $79 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,223,746 | TotalAmt |
| Program Services | $1,633,603 | ProgramServicesAmt |
| Management And General | $590,143 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,109 | TotalAmt |
| Program Services | $150,107 | ProgramServicesAmt |
| Management And General | $107,002 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRINTING AND PUBLISHING | $943,020 | $943,020 | |
| OTHER | $370,158 | $370,158 | |
| BAD DEBT | $162,869 | $89,007 | $73,862 |
| TAXES (FEDERAL AND STAT | $29,271 | $29,271 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,699,088 | TotalAmt |
| Program Services | $53,706,827 | ProgramServicesAmt |
| Management And General | $13,992,261 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,347,453 | BOYAmt |
| EOY | $8,100,868 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,431,831 | BOYAmt |
| EOY | $4,217,504 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,145 | BOYAmt |
| EOY | $133,769 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,248,937 | BOYAmt |
| EOY | $2,566,620 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,767,910 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,413,265 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,257,101 | BOYAmt |
| EOY | $5,354,645 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,426,291 | BOYAmt |
| EOY | $46,933,237 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,307,560 | BOYAmt |
| EOY | $1,061,252 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $674,885 | BOYAmt |
| EOY | $618,860 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,812,203 | BOYAmt |
| EOY | $68,986,755 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,987,267 | BOYAmt |
| EOY | $11,315,707 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,788,850 | BOYAmt |
| EOY | $8,902,690 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,463,083 | BOYAmt |
| EOY | $9,531,354 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,239,200 | BOYAmt |
| EOY | $29,749,751 | 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 | $27,573,003 | BOYAmt |
| EOY | $39,237,004 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,573,003 | BOYAmt |
| EOY | $39,237,004 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,812,203 | BOYAmt |
| EOY | $68,986,755 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,920,240 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,709,855 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,966,094 | 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 | $11,968 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,235 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,852 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $107,739 | CurrentTaxYearAmt |
| Total | $253,023 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,337,702 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,759,204 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,023,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,072,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,597,673 | CurrentTaxYearAmt |
| Total | $277,790,656 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,349,670 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,820,439 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,095,509 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,072,649 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,705,412 | CurrentTaxYearAmt |
| Total | $278,043,679 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,644 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $837 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $637 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,184 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,681 | CurrentTaxYearAmt |
| Total | $5,983 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $253,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $104,433 | CurrentTaxYearMinus1YearAmt |
| Total | $377,483 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $254,519 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $637 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,681 | CurrentTaxYearAmt |
| Total | $383,466 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $277,660,213 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $697,199 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $916,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $786,219 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $580,009 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $762,468 | CurrentTaxYearAmt |
| Total | $3,742,198 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $72,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $371,628 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $331,917 | CurrentTaxYearAmt |
| Total | $776,035 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $697,199 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $916,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $858,709 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $951,637 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,094,385 | CurrentTaxYearAmt |
| Total | $4,518,233 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,046,869 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,736,742 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,954,218 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,024,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,799,797 | CurrentTaxYearAmt |
| Total | $282,561,912 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98270 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98150 | PublicSupportPY509Pct |
| Investment Income CY | 0.01600 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01650 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $600,894 | OtherCostOrOtherBasisAmt |
| Depreciation | $107,950 | DepreciationAmt |
| Book Value | $492,944 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,112,360 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,391,564 | DepreciationAmt |
| Book Value | $720,796 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,054,656 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,913,751 | DepreciationAmt |
| Book Value | $4,140,905 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,354,645 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENSION & POSTRETIREMENT LIABILITY | Desc |
| Amt | $9,531,354 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,531,354 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $80,853,484 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,709,855 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$636,611 | OtherRevenueAmt |
| Revenue Not Reported | $5,073,244 | RevenueNotReportedAmt |
| Revenue Subtotal | $75,780,240 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$160,912 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$160,912 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $75,619,328 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $66,589,535 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$472,942 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$472,942 | ExpensesNotReportedAmt |
| Expenses Subtotal | $67,062,477 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $71,611 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $565,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $636,611 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $67,699,088 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CONTRIBUTION EXPENSE -565,000. INVESTMENT EXPENSES -71,611. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -160,912. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 160,912. AMORTIZATION PER AFS -263,696. MISC EXPENSE PER AFS -370,158. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTION EXPENSE 565,000. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 10 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | EXPOSITIONS | SpecificServicesProvidedTxt |
| Region Total Expenditures | $3,163,744 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 10 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Subtotal Spent | $3,163,744 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,163,744 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | PROCEDURE FOR MONITORING USE OF GRANT FUNDS OUTSIDE OF U.S.: SME PROVIDES ASSISTANCE TO ITS U.S. AND FOREIGN CHAPTERS. THE AMOUNT OF THE ASSISTANCE IS CALCULATED BASED ON MEMBERSHIP RENEWALS FROM THAT CHAPTER. PAYMENTS ARE MADE ANNUALLY AND COMPLIANCE WITH REQUIREMENTS IS MONITORED AT REGULAR INTERVALS THROUGHOUT THE YEAR. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SME EDUCATION FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 TOWN CENTER SUITE 1910 | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 382746841 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $578,397 | CashGrantAmt |
| Purpose Of Grant | EDUCATION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SME PROVIDES GRANTS TO THE SME EDUCATION FOUNDATION (SME EF). THIS ORGANIZATION FURTHERS MANUFACTURING ENGINEERING EDUCATION THROUGH YOUTH PROGRAMS, SCHOLARSHIPS TO SELECTED STUDENTS, & GRANTS TO COLLEGES & UNIVERSITIES. SME'S MANAGEMENT PARTICIPATES IN THE BUDGET SETTING PROCESS OF SME EF, ATTENDS SME EF BOARD MEETINGS, AND REVIEWS FINANCIAL INFORMATION ALLOWING OVERSIGHT OVER THE GRANT BY SME. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | 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 (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SANDRA L BOUCKLEY | ||||||||||||||
| CEO & EXECUTIVE DIRECTOR | $479,124 | $41,663 | $59,800 | $5,200 | $3,446 | $300 | $16,615 | $1,445 | $4,016 | $349 | $563,001 | $48,957 | $0 | $0 |
| STAVROS PRAHALIS | ||||||||||||||
| CHIEF OPERATING OFFICER | $288,981 | $0 | $88,193 | $0 | $1,806 | $0 | $25,495 | $0 | $27,410 | $0 | $431,885 | $0 | $0 | $0 |
| JULIE DUFF | ||||||||||||||
| VP OF FINANCE | $125,906 | $10,948 | $44,304 | $3,853 | $55,887 | $4,860 | $6,878 | $598 | $8,364 | $727 | $241,339 | $20,986 | $0 | $0 |
| JEANNINE KUNZ | ||||||||||||||
| VP OF TOOLING U - SME | $238,178 | $0 | $80,183 | $0 | $495 | $0 | $39,241 | $0 | $22,342 | $0 | $380,439 | $0 | $0 | $0 |
| DAVID O'NEIL | ||||||||||||||
| VP OF ADVANCED MFG MEDIA | $210,041 | $0 | $57,333 | $0 | $1,592 | $0 | $8,202 | $0 | $20,095 | $0 | $297,263 | $0 | $0 | $0 |
| ERICA CIUPAK | ||||||||||||||
| VP OF IT | $194,994 | $0 | $59,408 | $0 | $294 | $0 | $12,592 | $0 | $1,116 | $0 | $268,404 | $0 | $0 | $0 |
| JOHN CATALANO | ||||||||||||||
| SENIOR DIRECTOR, FABTECH | $178,168 | $0 | $69,975 | $0 | $719 | $0 | $68,436 | $0 | $22,785 | $0 | $340,083 | $0 | $0 | $0 |
| CHAD H SCHRON | ||||||||||||||
| SENIOR DIRECTOR, TU-SME | $196,388 | $0 | $68,150 | $0 | $413 | $0 | $16,491 | $0 | $25,813 | $0 | $307,255 | $0 | $0 | $0 |
| KATHLEEN BORGULA | ||||||||||||||
| VP OF HUMAN RESOURCES | $190,019 | $0 | $53,329 | $0 | $488 | $0 | $37,363 | $0 | $1,084 | $0 | $282,283 | $0 | $0 | $0 |
| DIRK VON GAL | ||||||||||||||
| DIRECTOR, US EVENTS | $163,070 | $0 | $32,230 | $0 | $328 | $0 | $12,080 | $0 | $20,639 | $0 | $228,347 | $0 | $0 | $0 |
| BRIAN HOGAN | ||||||||||||||
| NATIONAL ACCOUNT MANAGER | $84,193 | $0 | $108,711 | $0 | $96 | $0 | $10,534 | $0 | $18,081 | $0 | $221,615 | $0 | $0 | $0 |
| JEFFREY M KRAUSE | ||||||||||||||
| FORMER EXECUTIVE DIRECTOR & CEO | $10,787 | $0 | $0 | $0 | $214,136 | $0 | $0 | $0 | $0 | $0 | $224,923 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | JEFFREY M KRAUSE RECEIVED A SEVERANCE PAYMENT OF $214,139 DURING THE 2019 CALENDAR YEAR. JULIE DUFF WAS GIVEN SEVERANCE COMPENSATION OF $60,000 PAID BY SME ON NOVEMBER 1, 2019. |
| PART I, LINE 5 | SME PAID BONUSES TO ITS MANAGEMENT. THE BONUSES WERE PARTLY BASED ON THE ACHIEVEMENT OF SPECIFIC PROJECT MANAGEMENT GOALS AND PARTLY UPON THE REVENUES OF SME. NO PORTION WAS CONTINGENT UPON THE NET EARNINGS OF SME OR ANY RELATED ORGANIZATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | SME HAS TWO DISTINCT CLASSES OF MEMBERS; SENIOR MEMBERS AND STUDENT MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SENIOR MEMBERS HAVE VOTING RIGHTS TO ELECT THE GOVERNING BODY. STUDENT MEMBERS DO NOT HAVE ANY VOTING RIGHTS, EXCEPT THE RIGHT TO ELECT THEIR OWN OFFICERS WITHIN THEIR OWN STUDENT CHAPTER. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SENIOR MEMBERS HAVE VOTING RIGHTS TO MAKE ANY CHANGES TO SME'S CONSTITUTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | SME UTILIZES AN INDEPENDENT ACCOUNTING FIRM TO COMPLETE THE FORM 990 AND RELATED SCHEDULES. A DETAILED REVIEW OF THE FEDERAL FORM 990 WAS PERFORMED BY THE CHIEF FINANCIAL OFFICER OF SME. WHEN THE RETURN WAS FINALIZED, IT WAS PRESENTED TO THE CHIEF EXECUTIVE OFFICER, FOR DISCUSSION AND REVIEW, WHERE ALL COMMENTS WERE ADDRESSED. THE RETURN WAS THEN PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS, WHOSE RESPONSIBILITY IT IS TO REVIEW THE RETURN ON BEHALF OF THE BOARD. COMMENTS WERE RECEIVED AND ADDRESSED AND THEN THE COMPLETED RETURN WAS SIGNED BY THE CFO. THE SIGNED RETURN WAS THEN SENT TO ALL THE VOTING MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT: SME MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY FOR THE OFFICERS, DIRECTORS, VOLUNTEERS AND EMPLOYEES. THE POLICY REQUIRES THE ANNUAL DISCLOSURES BY OFFICERS AND DIRECTORS OF INTEREST THAT COULD GIVE RISE TO CONFLICTS. EXCEPTIONS, IF ANY, ARE EVALUATED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION: BENCHMARK STUDIES HAVE BEEN PERFORMED WHEN DETERMINING THE COMPENSATION TO BE PAID TO THE CEO/EXECUTIVE DIRECTOR AND ALL TOP MANAGEMENT. A THIRD PARTY PERFORMED AN INDEPENDENT ASSESSMENT USING MULTIPLE LOCAL AND NATIONAL SURVEYS. TARGET COMPENSATION IS BASED ON THESE BENCHMARK STUDIES. THE EXECUTIVE COMPENSATION COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE REVIEW FOR THE CEO/EXECUTIVE DIRECTOR AGAINST PREVIOUSLY SET OBJECTIVES. THE CEO/EXECUTIVE DIRECTOR CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF ALL TOP MANAGEMENT AGAINST PREVIOUSLY SET OBJECTIVES. MERIT INCREASES ARE AWARDED ANNUALLY BY THE EXECUTIVE COMPENSATION COMMITTEE FOR THE CEO/EXECUTIVE DIRECTOR AND ALL TOP MANAGMENT, BASED ON PERFORMANCE REVIEWS. EXECUTIVE INCENTIVES ARE AWARDED BASED ON THE EXECUTIVE INCENTIVE PLAN. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNANCE DOCUMENT (WHICH INCLUDES SME'S CONSTITUTION, BY-LAWS AND SME PROCEDURES), CONFLICT OF INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE TO ITS MEMBERS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN UNFUNDED PENSION -2,068,271. REMEASUREMENT GAIN 102,177. |
| FORM 990, PART V, LINE 2A: | THE NUMBER OF EMPLOYEES REPORTED IS THE TOTAL EMPLOYEE COUNT FOR THE FILING ORGANIZATION. WHILE SME IS THE COMMON PAYMASTER FOR SME AND SME EDUCATION FOUNDATION (SME EF), THE NUMBER OF EMPLOYEES DOES NOT INCLUDE THOSE WHO ONLY PERFORMED WORK FOR SME EF. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOOLING UNIVERSITY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3615 SUPERIOR AVENUE SUITE 4405A | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043592513 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $11,948,691 | TotalIncomeAmt |
| End Of Year Assets | $4,067,675 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SME | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SME EDUCATION FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 TOWN CENTER SUITE 1910 | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382746841 | EIN |
| Primary Activities | CHARITABLE | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | 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 (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SME EDUCATION FOUNDATION | ||
| B | $578,397 | CASH |
| SME EDUCATION FOUNDATION | ||
| D | $618,860 | CASH |
| SME EDUCATION FOUNDATION | ||
| N | $99,803 | CASH |
| SME EDUCATION FOUNDATION | ||
| O | $798,981 | CASH |
| SME EDUCATION FOUNDATION | ||
| Q | $1,432,100 | CASH |