2019-09-26T12:44:47-05:00 2018-12-31 061244958 CARTER HAYES ASSOCIATES PC 1970 WHITNEY AVENUE BLDG 2 HAMDEN CT 06517 990 2018-01-01 060692002 SOCIETY OF PLASTICS ENGINEERS INC SOCI 2037750471 6 BERKSHIRE BLVD SUITE 306 BETHEL CT 06801 PATRICK FARREY CHIEF EXECUTIVE OFFICER 2037750471 2019-09-26 1 DAVID A SCARAMOZZA P00157253 2032873990 50.210.71.89 2019-09-26 12:12:54 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 30AA6434B4614B525EADFF8397BD2F91A5C293E9 2018 2019-02-21 02:37:17Z PATRICK FARREY 6 BERKSHIRE BLVD SUITE 306 BETHEL CT 06801 4194379 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. 88 88 16 797 0 0 421441 517041 2880808 3202538 275867 281304 94741 4661 3672857 4005544 181514 160645 0 0 955036 1399142 0 0 67812 3003397 2166659 4139947 3726446 -467090 279098 6257172 5956675 3345383 3327944 2911789 2628731 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 2878794 160645 3207199 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); THE CHAIN (SPE'S ONLINE OPEN FORUM COMMUNITY); PLASTICS INSIGHT NEWSLETTER; SCHOLARSHIPS AND GRANTS THROUGH THE SPE FOUNDATION. 2878794 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 1 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 24 0 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 88 88 0 0 0 0 1 1 0 1 1 0 1 1 1 1 0 1 1 1 1 1 0 CT X X PATRICK FARREY 2037405471 6 BERKSHIRE BLVD SUITE 306 BETHEL CT 06801 BRIAN GRADY PRESIDENT 2.00 X X 0 0 0 SCOTT OWENS PAST PRESIDENT 2.00 X 0 0 0 RAED AL-ZU'BI PAST PRESIDENT 2.00 X 0 0 0 BRIAN LANDES PRESIDENT-ELECT 2.00 X 0 0 0 JASON LYONS VICE PRESIDENT 2.00 X 0 0 0 JEREMY DWORSHAK TREASURER 2.00 X X 0 0 0 ROBERT TODESCO COUNCILOR 2.00 X 0 0 0 ABHISHEK ARENDT COUNCILOR 2.00 X 0 0 0 CRAIG BENSON COUNCILOR 2.00 X 0 0 0 SURESH SHAH COUNCILOR 2.00 X 0 0 0 KEVIN MALPASS COUNCILOR 2.00 X 0 0 0 MIKE YAP COUNCILOR 2.00 X 0 0 0 CLAUDIO MARCONDES COUNCILOR 2.00 X 0 0 0 KIMBERLY RUSH COUNCILOR 2.00 X 0 0 0 MICHAEL ARNEY COUNCILOR 2.00 X 0 0 0 PAUL BRIGANDI COUNCILOR 2.00 X 0 0 0 ADAM KOHN COUNCILOR 2.00 X 0 0 0 WEI ZHENG COUNCILOR 2.00 X 0 0 0 ZEN-WEN CHIOU COUNCILOR 2.00 X 0 0 0 DALE BROSIUS COUNCILOR 2.00 X 0 0 0 DANIEL STRATTON COUNCILOR 2.00 X 0 0 0 SCOTT EASTMAN VICE PRESIDENT 2.00 X 0 0 0 JEROME BLAYNE COUNCILOR 2.00 X 0 0 0 BRUCE MULHOLLAND COUNCILOR 2.00 X 0 0 0 MATTHEW JAMES CURRAN COUNCILOR 2.00 X 0 0 0 MARGIE HANNA COUNCILOR 2.00 X 0 0 0 FRED DAUM COUNCILOR 2.00 X 0 0 0 JEREMEY DONAHUE COUNCILOR 2.00 X 0 0 0 JAMAL EL-HIBRI COUNCILOR 2.00 X 0 0 0 TIM HAAKE COUNCILOR 2.00 X 0 0 0 MRIDULA KAPUR COUNCILOR 2.00 X 0 0 0 ED BOURBONAIS COUNCILOR 2.00 X 0 0 0 JENNIFER HOFFMAN COUNCILOR 2.00 X 0 0 0 COR JANSSEN COUNCILOR 2.00 X 0 0 0 MASAYA KOTAKI COUNCILOR 2.00 X 0 0 0 DAN FALLA COUNCILOR 2.00 X 0 0 0 JAMES KINNETT COUNCILOR 2.00 X 0 0 0 JILL JACOBSON COUNCILOR 2.00 X 0 0 0 SUHAS KULKARNI COUNCILOR 2.00 X 0 0 0 DON MAINES COUNCILOR 2.00 X 0 0 0 SUSAN MONTGOMERY COUNCILOR 2.00 X 0 0 0 CHARLES MIDDELAER COUNCILOR 2.00 X 0 0 0 JON MITCHELL COUNCILOR 2.00 X 0 0 0 TODD MENNA COUNCILOR 2.00 X 0 0 0 MYUNG HO KIM COUNCILOR 2.00 X 0 0 0 BARRY MORRIS COUNCILOR 2.00 X 0 0 0 RAYMOND PEARSON VICE PRESIDENT 2.00 X 0 0 0 ABERALDO VALLES COUNCILOR 2.00 X 0 0 0 LEN CZUBA COUNCILOR 2.00 X 0 0 0 BIRZABITH MENDOZA-NOVELO COUNCILOR 2.00 X 0 0 0 WALEED RUSHEIDAT COUNCILOR 2.00 X 0 0 0 HUA JIAO COUNCILOR 2.00 X 0 0 0 CYNDI KUSTUSH COUNCILOR 2.00 X 0 0 0 TOM LIMROTH COUNCILOR 2.00 X 0 0 0 JIM VYHLIDAL COUNCILOR 2.00 X 0 0 0 VICKI FLARIS COUNCILOR 2.00 X 0 0 0 ERIC TEOH COUNCILOR 2.00 X 0 0 0 AMOS OPHIR COUNCILOR 2.00 X 0 0 0 JUSTIN LUMBLEY COUNCILOR 2.00 X 0 0 0 PAUL WALLER COUNCILOR 2.00 X 0 0 0 MAGGIE BAUMANN COUNCILOR 2.00 X 0 0 0 DICK CAMERON COUNCILOR 2.00 X 0 0 0 BRETT BLAISDELL COUNCILOR 2.00 X 0 0 0 RODNEY JOSLIN COUNCILOR 2.00 X 0 0 0 GLENN LARKIN COUNCILOR 2.00 X 0 0 0 NICK DELUCA COUNCILOR 2.00 X 0 0 0 ADRIAN MERRINGTON COUNCILOR 2.00 X 0 0 0 HO THOI COUNCILOR 2.00 X 0 0 0 MARK MACLEAN-BLEVINS COUNCILOR 2.00 X 0 0 0 DANIEL MARGINSON COUNCILOR 2.00 X 0 0 0 RAJIV SANGHAVI COUNCILOR 2.00 X 0 0 0 BRIAN WEST COUNCILOR 2.00 X 0 0 0 MARCO SOGATO COUNCILOR 2.00 X 0 0 0 JON PATE COUNCILOR 2.00 X 0 0 0 MARC IMBROGROGNO COUNCILOR 2.00 X 0 0 0 SASSAN TARAHOMI COUNCILOR 2.00 X 0 0 0 GREG TREICH COUNCILOR 2.00 X 0 0 0 JAMES WADDELL COUNCILOR 2.00 X 0 0 0 PERRY VADHAR COUNCILOR 2.00 X 0 0 0 TOM HAAS COUNCILOR 2.00 X 0 0 0 PAUL UGLUM COUNCILOR 2.00 X 0 0 0 MARK HEDGES COUNCILOR 2.00 X 0 0 0 KEISHA WALTERS COUNCILOR 2.00 X 0 0 0 BILL ARENDT COUNCILOR 2.00 X 0 0 0 HARRISON YU COUNCILOR 2.00 X 0 0 0 RAKESH GUPTA COUNCILOR 2.00 X 0 0 0 BRIAN YOUNG COUNCILOR 2.00 X 0 0 0 JAIME A GOMEZ VICE PRESIDENT 2.00 X 0 0 0 CONOR CARLIN SECRETARY 2.00 X X 0 0 0 MONICA VERHEIJ VICE PRESIDENT 2.00 X 0 0 0 PATRICK FARREY CHIEF EXECUTIVE OFFICER 50.00 X X 299838 0 18000 299838 0 18000 1 0 1 0 ZENDICS BVBA MUSSENSTRAAT 37 RONSE BE 9600 CONSULTING 105913 1 517041 517041 CONFERENCES 900099 1206045 1206045 MEMBERSHIP DUES 900099 1000586 1000586 PUBLICATIONS 511120 994531 994531 SPE STORE 900099 1376 1376 3202538 274996 274996 195143 188835 6308 6308 6308 MISCELLANEOUS 900099 4661 4661 4661 4005544 3207199 0 281304 141995 141995 7700 7700 10950 10950 317838 237831 73607 6400 846502 633417 196038 17047 9025 6753 2090 182 148072 110799 34291 2982 77705 58145 17995 1565 11503 8607 2664 232 106142 79424 24581 2137 306095 229043 70888 6164 52534 39310 12166 1058 183406 137239 42474 3693 218851 163761 50683 4407 108916 81498 25224 2194 280950 210228 65064 5658 573964 429484 132922 11558 28079 21011 6503 565 30460 22793 7054 613 34710 25973 8038 699 PUBLICATIONS 186797 186797 MEMBERSHIP SERVICES 17066 12770 3952 344 PROFESSIONAL DEVELOPMEN 13444 10060 3113 271 AWARDS 11612 11612 2130 1594 493 43 3726446 2878794 779840 67812 538431 485257 124331 89506 205955 305435 85449 66783 107313 95187 14593 12126 5241257 4975864 47156 21704 6257172 5956675 220064 76119 2262529 2185324 610368 738447 252422 328054 3345383 3327944 X 999279 924204 1879000 1671017 33510 33510 2911789 2628731 6257172 5956675 279098 -562156 0 X 0 1 X 1 0 X 1802401 2061668 1511512 1325078 1517627 8218286 2311765 1819805 2183367 2071912 2206611 10593460 4114166 3881473 3694879 3396990 3724238 18811746 0 0 0 18811746 200377 176663 116285 269267 274996 1037588 200377 176663 116285 269267 274996 1037588 4314543 4058136 3811164 3666257 3999234 19849334 0.94770 0.95440 0.05230 0.04560 X 33510 33510 33510 33510 33510 33510 33510 33510 33510 33510 1.00000 0 0 107313 95187 12126 12126 DUE TO RELATED PARTIES 328054 328054 X 3443388 -562156 -562156 4005544 0 4005544 3726446 0 3726446 0 3726446 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 2015. THE ORGANIZATION FILES IRS FORM 990 ANNUALLY WITH THE FEDERAL GOVERNMENT AND IS STILL OPEN TO EXAMINATION BY THE TAXING AUTHORITIES FOR THE PAST THREE YEARS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASSIFICATION OF EXPENSE TO INCOME PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASSIFICATION OF EXPENSE TO INCOME SCHEDULE D PAGE 4 PART XI LINE 4B AND XII LINE 4B THE AMOUNT WAS RECLASSIFIED FROM AN EXPENSE ACCOUNT TO AN INCOME ACCOUNT 0 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 105913 1 1 0 0 1 1 105913 0 105913 AWARD EUROPE (INCLUDING ICELAND & GREENLAND) 1 5000 WIRE TRANSFER AWARD SOUTH AMERICA 1 300 CHECK 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. 1 UNIVERSITY OF MASSACHUETTS-LOWELL 220 PAWTUCKET STREET SUITE 131 LOWELL MA 01854 046002284 170(B)(1)(A)(II) 8750 SCHOLARSHIP KETTERING UNIVERSITY 1700 UNIVERSITY AVENUE FLINT MI 48504 382410852 170(B)(1)(A)(II) 12000 SCHOLARSHIP PENNSYLVANIA COLLEGE OF TECHNOLOGY ONE COLLEGE AVENUE WILLIAMSPORT PA 17701 232564508 170(B)(1)(A)(II) 6300 SCHOLARSHIP/AWARD UNIVERSITY OF WISCONSIN-MADISON 333 EAST CAMPUS MALL 9701 MADISON WI 53715 396006492 170(B)(1)(A)(II) 7000 SCHOLARSHIP PENN STATE ERIE - BEHREND COLLEGE 4701 COLLEGE DRIVE ERIE PA 16563 246000376 170(B)(1)(A)(II) 14995 SCHOLARSHIP/3D PRINTER PITTSBURGH STATE UNIVERSITY 1701 SOUTH BROADWAY PITTSBURG KS 66762 223981479 170(B)(1)(A)(II) 5000 SCHOLARSHIP SCHOOLCRAFT COLLEGE FOUNDATION 18600 HAGGERTY ROAD LIVONIA MI 48152 237013727 170(B)(1)(A)(IV) 5000 SUPPLIES FOR PLASTIC'S TECHNOLOGY PROGRAM VIRGINIA TECH UNIVERSITY 800 WASHINGTON STREET SW BLACKSBURG VA 24061 546001805 170(B)(1)(A)(II) 8000 SCHOLARSHIP PURDUE POLYTECHNIC INSTITUTE 155 SOUTH GRANT STREET WEST LAFAYETTE IN 47907 356002041 170(B)(1)(A)(IV) 20000 MAAC THERMOFORMING MACHINE STOUT UNIVERSITY FOUNDATION 32 SOUTH BROADWAY MENOMONIE WI 54751 396088094 170(B)(1)(A)(IV) 10000 MAAC THERMOFORMING MACHINE SUNY ENVIRONMENTAL SCIENCE & FORESTRY COLLEGE FOUNDATION 1 FORESTRY DRIVE SYRACUSE NY 13215 156023443 170(B)(1)(A)(IV) 9300 FUSED DEPOSITION MODELING FILAMENT RECYCLING PROGRAM AWARDS 11 7700 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 299838 0 0 0 0 0 0 0 18000 0 317838 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 4 4 1 VOTING MEMBERS: PROFESSIONAL MEMBERS, YOUNG PROFESSIONAL MEMBERS, SENIOR MEMBERS, FELLOWS OF THE SOCIETY, HONORED SERVICE MEMBERS, AND DISTINGUISHED MEMBERS SHALL HAVE THE RIGHT TO VOTE, HOLD ELECTIVE OFFICE AND PARTICIPATE IN ALL THE AFFAIRS OF THE SOCIETY. 4 4 2 NON-VOTING MEMBERS: STUDENT MEMBERS AND HONORARY MEMBERS MAY PARTICIPATE IN ALL AFFAIRS OF THE SOCIETY EXCEPT VOTING OR HOLDING ELECTIVE SECTION, DIVISION OR SOCIETY OFFICE. 4 4 3 SECTION/DIVISION AFFILIATION: EACH MEMBER IN GOOD STANDING SHALL HAVE THE PRIVILEGE OF AFFILIATING WITH TWO AFFILIATE GROUPS, ONE SECTION AND ONE DIVISION, OR TWO SECTIONS, OR TWO DIVISIONS. REQUIREMENTS FOR MEMBERSHIP IN ADDITIONAL SECTIONS OR DIVISIONS SHALL BE PRESCRIBED BY COUNCIL. FORM 990, PART VI, SECTION A, LINE 7A 6 1 1 GOVERNANCE: THE GOVERNANCE OF THE SOCIETY SHALL BE VESTED IN A GOVERNING BODY CALLED THE COUNCIL. 6 1 2 CHIEF STAFF EXECUTIVE: A CHIEF STAFF EXECUTIVE MAY BE EMPLOYED TO ACT AS THE BUSINESS MANAGER OF THE SOCIETY (SEE ALSO ARTICLE 13). 6 1 3 COUNCIL: THE COUNCIL SHALL CONSIST OF REPRESENTATIVES ELECTED BY MEMBERS AFFILIATED WITH SECTIONS AND DIVISIONS AS PROVIDED IN THE BYLAWS,THE IMMEDIATE PAST PRESIDENTS AS COUNCILOR-AT-LARGE, AND A COUNCILOR- OR COUNCILORS-AT-LARGE AS MAY BE PROVIDED IN THIS DOCUMENT (SEE ALSO ARTICLES 7 & 8). EACH COUNCILOR SHALL BE A VOTING MEMBER OF THE SOCIETY WHEN SEATED. THE CHIEF STAFF EXECUTIVE SHALL BE A NON-VOTING MEMBER OF THE COUNCIL. 6 1 4 REPRESENTATION: THE MEMBERS AFFILIATED WITH EACH SECTION SHALL ELECT ONE OF THEIR MEMBERS AS A REPRESENTATIVE IN THE COUNCIL. THE MEMBERS AFFILIATED WITH EACH DIVISION SHALL ELECT ONE OF THEIR MEMBERS AS A REPRESENTATIVE IN THE COUNCIL. THE RETIRING PRESIDENT OF THE SOCIETY, AS COUNCILOR-AT-LARGE, SHALL ALSO REPRESENT THE NON-SECTION AND NON-DIVISION AFFILIATES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY TAX PROFESSIONALS IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING MANAGER AND DIRECTOR, OPERATIONS AND ADMINISTRATION. THE RETURN IS REVIEWED BY A TEAM CONSISTING OF THE EXECUTIVE DIRECTOR, 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.