2025-08-25T12:44:38-07:00 2024-12-31 990 2024-01-01 952142678 SOCIETY OF PHOTO OPTICAL INSTRUMENTATION ENGINEERS SOCI 3606763290 PO Box 10 Bellingham WA 982270010 Brad Ferguson COFO 3606855454 2025-08-22 1 2024 2025-03-06 01:10:19Z Brad Ferguson PO Box 10 Bellingham WA 98227 98220644 0 X www.spie.org X 1955 CA SPIE is an international nonprofit technical society dedicated to advancing scientific research and engineering applications of optical, photonic, imaging and optoelectronic technologies through its meetings, education programs and publications 20 20 210 8684 709461 0 334182 15034 46176653 51762549 5086782 6888738 1070771 1069203 52668388 59735524 1906163 2951440 0 0 23208424 23330499 0 0 0 26197827 26969818 51312414 53251757 1355974 6483767 136740026 150848856 33331829 35110850 103408197 115738006 SPIE is an international nonprofit technical society dedicated to advancing scientific research and engineering applications of optical, photonic, imaging and optoelectronic technologies through its meetings, education programs and publications. 0 0 19767298 151600 35827320 Technical Events - SPIE organized technical/scientific and engineering meetings with approximately 36,000 attendees. Included in the content of these Technical Events are basic research, research technology methods and applications. Many of our technical events also include Exhibits and a Career Center. There were 292 conferences held at the events in 2024 where scientists presented their research findings and collaborated on their work. In addition to the conferences offered at the 2024 Technical Events, there were 113 in-person educational courses. 6421875 19875 12972917 Publications - SPIE helps the scientist authors publish their work via Publications and Journals. The technical publications include: books, Journals, conference proceedings, CD-ROMs and website products. Proceedings of the conference are technical publications that educate the engineering community about current technology, research and applications. Website links allow access to products and services used by scientists and engineers. Approximately 6,800 hardcopy books were shipped in 2024. SPIE is also the publisher of 15 technical journals: Optical Engineering, Journal of Biomedical Optics, Journal of Micro/Nano Lithography, MEMS and MOEMS, Journal of Nanophotonics, Journal of Applied Remote Sensing, Journal of Photonics for Energy, Journal of Astronomy Telescopes, Journal of Medical Imaging, Journal of Neurophotonics, Journal of Advanced Photonics and Journal of Optical Microsystems, Journal of Advanced Photonics Nexus, Journal of photonics Insights and Bios Journal. SPIE is also a Co-publisher of Journal of Electronic Imaging with Society for Imaging Science and Technology. Total circulation of journals during 2024 was 30,000 subscriptions, print and online. 3773367 2144340 410256 Education - SPIE awarded 80 education scholarships and 14 grants to support education outreach, equity, diversity, and inclusion, and International Day of Light events and activities. More than 6,000 outreach posters were distributed, and over 12,000 Women in Optics notebooks were printed and distributed. 25 career advancement events were held, including webinars, in-person workshops, and networking and mentoring socials, serving over 1,000 attendees. SPIE also presented 113 in-person short courses at 7 events, 2 in-company training sessions, and issued 1,340 Certificates of Completion. SPIE also held 5 instructional webinars and offers 38 on-demand online courses. 2108531 635625 2818165 Membership - In 2024 SPIE provided support to attend conferences to 396 student authors, and activity grants for 156 student chapter groups. As part of our membership program, SPIE also provides reduced dues for students and members from developing nations. 2108531 635625 2818165 32071071 1 1 0 1 0 1 0 0 0 0 1 0 1 0 0 0 0 1 0 1 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 409 0 210 1 1 1 1 UK 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK CA CO DC FL HI IL KY MA MD MI MN NC NJ OR PA VA WA WI X Brad Ferguson 3606855454 PO Box 10 Bellingham WA 982270010 Kent Rochford Chief Executive Officer 36 4 X 745620 0 77019 Bradley Ferguson COO & COFO 36 4 X 372156 0 84055 Scott C H Ritchey Sr Director, Information Technology 36 4 X 321252 0 81439 Andrew Brown Sr Director, Events & Global Business Development 36 4 X 253924 0 76149 Jeffrey Nichols Director, Sales 36 4 X 219008 0 68378 Allison Romanyshyn Sr Director, Community Engagement, Chief Inclusion Officer 36 4 X 215801 0 68023 Patrick Franzen Director, Publications and Platform 36 4 X 208191 0 65688 Marilyn Gorsuch Sr Director, Technical Programs 36 4 X 234248 0 35843 Robert F Hainsey Director, Science & Technology 36 4 X 224668 0 44984 Lara Miles Director, Business Services, Systems & Data Governance 36 4 X 221352 0 39920 Peter Hallett Director, Marketing & Industry Relations 36 4 X 198803 0 26396 Julie L Bentley Vice President 1 0.5 X X 9055 0 0 Bernard Kress Past President 1 0.5 X X 8138 0 0 Daewook Kim Director 1 0.5 X 3472 0 0 Jessica DeGroote Nelson Director 1 0.5 X 2389 0 0 Laura Waller Director 1 0.5 X 429 0 0 Jennifer Barton President 4 1 X X 0 0 0 Jim McNally Secretary/Treasurer 1 0.5 X X 0 0 0 Allison Barto Director 1 0.5 X 0 0 0 Audrey Bowden Director 1 0.5 X 0 0 0 Rebecca Fahrig Director 1 0.5 X 0 0 0 David Hagan Director 1 0.5 X 0 0 0 Gong-Ru Lin Director 1 0.5 X 0 0 0 Paul Montgomery Director 1 0.5 X 0 0 0 Miles Padgett Director 1 0.5 X 0 0 0 William Roach Director 1 0.5 X 0 0 0 Samuel Achilefu Director 1 0.5 X 0 0 0 Peter de Groot President-Elect 1 0.5 X X 0 0 0 Keisuke Goda Director 1 0.5 X 0 0 0 Agnes Hubscher Director 1 0.5 X 0 0 0 Michelle Lynn Stock Director 1 0.5 X 0 0 0 3238506 0 667894 64 0 1 0 Projection Video Services Inc PO Box 890472 Charlotte NC 282890472 Onsite Audit Visual 2378821 SMG Food and Beverage LLC 747 Howard St San Francisco CA 941033181 Onsite Catering 1253545 Freeman PO Box 734596 Dallas TX 753734596 Onsite Services 1001354 Microsoft Corporation c/o Bank of America 1950 N Stemmons Fwy Ste 5010 Dallas TX 75207 IT Services and Purchases 725446 Shi International Corp PO Box 952121 Dallas TX 753952121 IT services and purchases 433574 39 0 0 0 0 0 15034 0 15034 Membership 541900 2552056 2552056 0 0 Technical Events 541900 35827320 16143728 102669 19580923 Education 541900 410256 410256 0 0 Publications 541900 12972917 12952763 20154 0 0 0 0 0 51762549 2861586 0 0 2861586 0 0 0 0 182073 0 0 182073 30513 0 13507 0 17006 0 17006 0 0 17006 42498765 0 38471613 0 4027152 0 4027152 0 0 4027152 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Subsidiary Management 561000 187543 187543 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275346 0 3052208 1 1 0 2030610 2030610 0 6622101 5451275 1170826 0 0 0 0 0 29911663 26243094 3668569 0 4353753 0 4353753 11223758 Investment in Subsidiaries 9397762 C 9397762 65199894 5846040 0 0 0 5846040 59353854 395177 -13507 381670 59735524 52870087 0 0 0 13507 13507 52856580 395177 0 395177 53251757 Schedule D, Part XI, Line 4b Rental Expense Schedule D, Part XII, Line 2d Rental Expense 1 East Asia and the Pacific 0 0 Grantmaking 700365 Europe (including Iceland and Greenland) 0 0 Grantmaking 377017 Middle East and North Africa 0 0 Grantmaking 6006 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking 229196 Russia and Neighboring States 0 0 Grantmaking 15437 South America 0 0 Grantmaking 42536 South Asia 0 0 Grantmaking 85315 Sub-Saharan Africa 0 0 Grantmaking 41249 East Asia and the Pacific 0 0 Program Services Contract Work, Royalties 1332427 Europe (including Iceland and Greenland) 0 0 Program Services Contract Work, Royalties 988624 Middle East and North Africa 0 0 Program Services Contract Work, Royalties 6678 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Contract Work, Royalties 494852 South Asia 0 0 Program Services Contract Work, Royalties 3310 Europe (including Iceland and Greenland) 1 11 Investments Investment in Subsidiaries 9397762 1 11 13720774 East Asia and the Pacific Donations and Support 500000 Wire Transfer 0 East Asia and the Pacific Donations & Support 50000 Wire Transfer 0 Europe (including Iceland and Greenland) Outreach Grant, Student Chapter Activity Grant 6489 Wire transfer 0 Europe (including Iceland and Greenland) Donations & Support 25868 Wire Transfer 0 Europe (including Iceland and Greenland) Donations & Support 50000 Wire Transfer 0 North America (including Canada and Mexico, but not the United States) Awards 10000 Wire Transfer 0 North America (including Canada and Mexico, but not the United States) Donations & Support 50000 Wire Transfer 0 Sub-Saharan Africa Donations & Support 14000 Wire Transfer 0 7 1 Awards East Asia and the Pacific 27 19567 Wire Transfer 0 Awards Europe (including Iceland and Greenland) 54 38935 Wire Transfer 0 Awards North America (including Canada and Mexico, but not the United States) 2 583 Wire Transfer 0 Awards North America (including Canada and Mexico, but not the United States) 11 6700 Wire Transfer 0 Awards South America 3 1433 Wire Transfer 0 Awards South Asia 9 6265 Wire Transfer 0 Awards Sub-Saharan Africa 1 100 Wire Transfer 0 Scholarships East Asia and the Pacific 7 27500 Wire Transfer 0 Scholarships Europe (including Iceland and Greenland) 12 44500 Wire Transfer 0 Scholarships North America (including Canada and Mexico, but not the United States) 17 68500 Wire Transfer 0 Scholarships Russia and Neighboring States 1 3500 Wire Transfer 0 Scholarships South America 3 12500 Wire Transfer 0 Scholarships South Asia 3 11000 Wire Transfer 0 Scholarships Sub-Saharan Africa 2 13000 Wire Transfer 0 Family Care Grants East Asia and the Pacific 2 1000 Wire Transfer 0 Family Care Grants Europe (including Iceland and Greenland) 3 1500 Wire Transfer 0 Family Care Grants Middle East and North Africa 1 500 Wire Transfer Family Care Grants North America (including Canada and Mexico, but not the United States) 1 500 Wire Transfer 0 Family Care Grants South America 1 500 Wire Transfer 0 Conference Fee Waivers East Asia and the Pacific 45 0 23050 Assistance was given in the form of a reduced Conference rate Fair Value Conference Fee Waivers Europe (including Iceland and Greenland) 123 0 59890 Assistance was given in the form of a reduced Conference rate Fair Value Conference Fee Waivers Middle East and North Africa 3 0 1840 Assistance was given in the form of a reduced Conference rate Fair Value Conference Fee Waivers North America (including Canada and Mexico, but not the United States) 36 0 16930 Assistance was given in the form of a reduced Conference rate Fair Value Conference Fee Waivers Russia and Neighboring States 4 0 1525 Assistance was given in the form of a reduced Conference rate Conference Fee Waivers South America 8 0 4105 Assistance was given in the form of a reduced Conference rate Fair Value Conference Fee Waivers South Asia 21 0 9375 Assistance was given in the form of a reduced Conference rate Fair Value Conference Fee Waivers Sub-Saharan Africa 4 0 1930 Assistance was given in the form of a reduced Conference rate Fair Value Outreach Grants Europe (including Iceland and Greenland) 1 2000 Wire Transfer 0 Outreach Grants Russia and Neighboring States 1 3212 Wire Transfer 0 Student Chapter Activity Grants East Asia and the Pacific 8 7000 Wire Transfer 0 Student Chapter Activity Grants Europe (including Iceland and Greenland) 10 10590 Wire Transfer 0 Student Chapter Activity Grants North America (including Canada and Mexico, but not the United States) 27 31060 Wire Transfer 0 Student Chapter Activity Grants Russia and Neighboring States 4 4800 Wire Transfer 0 Student Chapter Activity Grants South America 13 11800 Wire Transfer 0 Student Chapter Activity Grants South Asia 3 3200 Wire Transfer 0 Student Chapter Activity Grants Sub-Saharan Africa 1 1500 Wire Transfer 0 Student Grants- Short Courses East Asia and the Pacific 1 0 486 Assistance was given in the form of a reduction in Conference fee used for Short Courses Fair Value Student Grants- Short Courses Europe (including Iceland and Greenland) 8 0 3092 Assistance was given in the form of a reduction in Conference fee used for Short Courses Fair Value Student Grants- Short Courses North America (including Canada and Mexico, but not the United States) 3 0 1102 Assistance was given in the form of a reduction in Conference fee used for Short Courses Fair Value Student Travel Support East Asia and the Pacific 60 57721 Wire Transfer 0 Student Travel Support Europe (including Iceland and Greenland) 119 103736 Wire Transfer 0 Student Travel Support Middle East and North Africa 2 1983 Wire Transfer 0 Student Travel Support North America (including Canada and Mexico, but not the United States) 45 30393 Wire Transfer 0 Student Travel Support Russia and Neighboring States 3 2400 Wire Transfer 0 Student Travel Support South America 13 11348 Wire Transfer 0 Student Travel Support South Asia 24 21569 Wire Transfer 0 Student Travel Support Sub-Saharan Africa 1 894 Wire Transfer 0 1 0 1 0 0 1 Schedule F, Part I, Line 2 Recipients of Outreach Grants must apply for the funds, then have their applications reviewed and finalized by the Education and Outreach Committee prior to disbursement. Scholarship applicants apply for the funds, then have their application reviewed and finalized by the Scholarship Committee prior to disbursement. Scholarship recipients are also required to submit a report to SPIE detailing fund use within one year of receiving the funds. Conference Support and Family Care grants require the recipient to apply, then submit receipts after the conference. Receipts are then reviewed by SPIE staff prior to disbursement. The accrual method was used in accounting for expenditures in part I, Part II and Part III. 1 California Institute of Technology 1200 E California Blvd MC-234-6 Pasadena CA 91125 951643307 501c3 75000 0 Hillenkamp Fellowship Ithaka Harbors Inc General Post Office PO Box 419654 Boston MA 022419654 133857105 501c3 6460 0 General support Michigan Tech University Office of Advancement 1400 Townsend Dr Houghton MI 499311295 386005955 501c3 20350 0 General Support/Student Chapter Activity Grant Monroe Community College Foundation 1000 E Henrietta Rd Rochester NY 14623 161204210 501c3 15000 0 General support The Regents of the University of California 10920 Wilshire Blvd Ste 500 Los Angeles CA 90024 956006143 501c3 5175 0 Outreach Grant/Student Chapter Activity Grant Trustees of Boston University 8 St Marys Street Room 936 Boston MA 02215 042103547 501c3 501500 0 General Support/Student Chapter Activity Grant Tuskegee University 1200 W Montgomery Rd Tuskegee AL 36088 630288878 501c3 100000 0 General Support- Award University of Colorado Foundation PO Box 17126 Denver CO 802179155 846049811 501c3 100000 0 General Support UR SPIE Student Chapter 275 Hutchinson Rd Wilmot Bldg Univ of Rochester Rochester NY 14627 160743209 501c3 6500 0 Outreach Grant/Student Chapter Activity Grant UT Southwestern Medical Ctr 5323 Harry Hines Blvd Dallas TX 753907208 752556007 501c3 50000 0 General Support- Grant 10 0 Awards 89 110956 0 Scholarships 34 160000 0 Family Care Grants 15 5481 0 Conference Fee Waivers 204 0 116655 Fair value Assistance was given in the form of a reduced Conference rate. Outreach Grant 1 880 0 Student Grants- Short Courses 11 4362 Fair Value Assistance for reduction in Conference fee, which was then used for Short Courses Student Chapter Activity Grants 9 9075 0 Student Travel Support 159 107529 0 Schedule I, Part I, Line 2 Recipients of Outreach Grants must apply for the funds, then have their applications reviewed and finalized by the Education and Outreach Conmittee prior to disbursement. Scholarship applicants apply for the funds, then have their application reviewed and finalized by the Scholarship Committee prior to disbursement. For scholarships, recipients are required to submit a report to SPIE detailing fund use within one year of receiving the funds. Conference support and Family care grants require the recipient to apply, then submit receipts after the conference which are reviewed by SPIE staff prior to disbursement of funds. X X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 Kent Rochford Chief Executive Officer 558585 0 176406 0 10629 0 41320 0 35699 0 822639 0 0 Bradley Ferguson COO & COFO 325446 0 31279 0 15430 0 41320 0 42735 0 456210 0 0 Scott C H Ritchey Sr Director, Information Technology 291526 0 28056 0 1670 0 37005 0 44433 0 402690 0 0 0 Andrew Brown Sr Director, Events & Global Business Development 228302 0 13779 0 11843 0 30714 0 45435 0 330073 0 0 0 Jeffrey Nichols Director, Sales 179955 0 13779 0 25273 0 25681 0 42697 0 287385 0 0 0 Allison Romanyshyn Sr Director, Community Engagement, Chief Inclusion Officer 190714 0 16279 0 8808 0 25288 0 42735 0 283824 0 0 0 Patrick Franzen Director, Publications and Platform 187536 0 16279 0 4375 0 24303 0 41385 0 273878 0 0 0 Marilyn Gorsuch Sr Director, Technical Programs 202054 0 19122 0 13072 0 24747 0 11097 0 270092 0 0 0 Robert F Hainsey Director, Science & Technology 195755 0 25990 0 2923 0 25551 0 19433 0 269652 0 0 0 Lara Miles Director, Business Services, Systems & Data Governance 196975 0 23279 0 1098 0 24773 0 15147 0 261272 0 0 0 Peter Hallett Director, Marketing & Industry Relations 93142 0 10060 0 95600 0 11173 0 15223 0 225198 0 0 0 Schedule J, Part I, Line 1a Travel for companions: Up to a maximum of $600 annually is allowed for director level or higher staff companion travel, which is added to W2 wages. Employees are responsible for all applicable taxes. In 2024, Brad Ferguson and Andrew Brown took advantage of the program. tax idemnification and Gross Up Payments: The cost of extensive business calls on employee personal cell phones are reimbursable when accompanied with approved substantiation and authorization. These reimbursement payouts are added to W2 wages and grossed up to include the amount of taxes due. Schedule J, Part I, Line 7 Bonuses are not set to specific amounts or metric. Bonuses are left for the Board's discretion. The Board approves the bonus percentage, but the supervisors decide how much each employee will get out of the department's allotment. Form 990, Part VI, Section A, Line 6 Membership - SPIE is a membership-based society with 24,341 members. Membership Types/Rights: Voting Members include the following and may hold office, serve on a committee and vote on all matters that are required to be approved by the members: 1) Regular Member - Any person determined by the Board to be qualified through technical experience or training is eligible to become a regular member. 2) Fellow Member - A member who has become distinguished through outstanding contributions in the relevant technologies, service to the Society, and service to the general optics and photonics community who has been a voting member of the society in any grade for a cumulative period of a minimum of ten years may be elevated to the rank of Fellow. 3) Senior Member - A member who is a voting member of the Society for a cumulative period of a minimum of five years and has become distinguished through significant contributions in one or more of the following areas: active involvement with the Society, service to the general optics and photonics community, and contributions in relevant technologies. 4) Early Career Professional member - Designated for individuals just entering the workforce. Recent college and university graduates are eligible for up to five years of Early Career Professional Membership. Non-voting Members include Student Members - receive discounted membership and must be a full time student to qualify. Form 990, Part VI, Section A, Line 7a Annual elections are held by mail and email each year to elect the Board of Directors with the results announced at the Annual General Meeting. Form 990, Part VI, Section A, Line 7b Any major changes such as name change, or a legal structure change would require a vote by the membership. Also the officers, directors and member directors are elected by the membership. Form 990, Part VI, Section B, Line 11b The 990 is made available to the Board of Directors via a shared web portal. Subsequently, the CFO reviews the 990 with the Executive Committee of Board of Directors at a Board meeting prior to filing. Form 990, Part VI, Section B, Line 12c Each January, the Board of Directors are asked to review and sign the Conflict of Interest Policy. At all meetings it is normal practice for a member to leave the room if there is a perceived conflict of interest. Accounting reviews transactions with any of our related parties and questions any transaction that may appear to be a conflict of interest. The CFO and the Board of Directors determine if it is a true conflict. If it were to occur, there would be a recusal from any related voting activity on the Board of Directors. SPIE also complies with all proper transparency requirements that are applicable. Form 990, Part VI, Section B, Line 15 Executive staff: Each year, the Compensation Committee utilizes 4-6 salary surveys to benchmark compensation for the following roles: * Chief Executive Officer * Chief Operating & Financial Officer * Chief Technology Officer * Chief Engagement Officer * Sr. Director of Events and Exhibitions * Sr. Director of Science, Technology & Industry Programs * Sr. Director of Publications These surveys provide comparative compensation data from the industrial, not-for-profit, and local job markets. To support this process, the Compensation Committee engages a compensation consultant at least once every three years to assist in developing recommendations. The resulting market data is reviewed by the Committee to determine an appropriate salary for the Chief Executive Officer. For the remaining positions, the comparison data is provided to the Chief Executive Officer, who then makes compensation recommendations to the Compensation Committee. These recommendations are reviewed and approved by the Committee and subsequently reported to the Executive Committee. Director staff: Twice a year, we review salary data from various regional and nonprofit surveys to see how our director-level roles compare to the market. A third-party compensation analyst then uses this data to calculate how much our salary ranges should shift and updates the minimum, midpoint, and maximum accordingly. The analyst also recommends any needed changes to job grades or the overall pay structure. These updates, along with performance reviews, help guide pay decisions for directors. Senior Directors suggest merit increases, which are then reviewed by the CEO. Staff: Twice a year, we review salary data from regional and nonprofit surveys to see how our director-level pay compares to the market. A third-party compensation analyst uses this data to adjust our salary ranges (minimum, midpoint, and maximum) and may recommend changes to job grades or the overall pay structure. These updates, along with performance evaluations, help guide pay decisions. Managers suggest merit increases, which are then reviewed and approved by executive leadership. Form 990, Part VI, Section C, Line 19 SPIE makes its governing documents, conflict of interest policy and financial statements available to the public upon request. SPIE Europe Ltd #5085639 Alexandra Gate Ffordd Pengam Cardiff UK CF242SA Scientific Conferences UK Society of Photo Optical Engineers 1 SPIE Events Europe #5099292 Alexandra Gate Ffordd Pengam Cardiff UK CF24 DSA Scientific Trade Shows UK Society of Photo Optical Instrumentation Engineers C 1120644 1256184 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 SPIE Events Europe #5099292 b 974457 Cash value SPIE Europe Ltd #5085639 l 115943 Cost SPIE Events Europe #5099292 l 71601 Cost