SOCIETY OF PHOTO OPTICAL INSTRUMENTATION ENGINEER: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF PHOTO OPTICAL INSTRUMENTATION ENGINEER (EIN 95-2142678)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-29
- IRS object ID
- 201723119349301112
- Schema version
- 2016v3.0
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-29T20:38:45-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952142678 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF PHOTO OPTICAL INSTRUMENTATION ENGINEER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 3606763290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 10 | AddressLine1Txt |
| City | Bellingham | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 982270010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brad Ferguson | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3606855454 | PhoneNum |
| Signature | 2017-10-29 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.77.235.57 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPIE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Brad Ferguson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 10 | AddressLine1Txt |
| City | Bellingham | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 982270010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $71,593,456 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.spie.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 199 | TotalEmployeeCnt |
| Total Volunteers | 5440 | TotalVolunteersCnt |
| Total Gross UBI | $340,252 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$37,608 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $73,725 | PYContributionsGrantsAmt |
| CY Contributions Grants | $86,584 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $36,897,212 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,659,117 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,793,808 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,012,450 | CYInvestmentIncomeAmt |
| PY Other Revenue | $502,237 | PYOtherRevenueAmt |
| CY Other Revenue | $482,007 | CYOtherRevenueAmt |
| PY Total Revenue | $41,266,982 | PYTotalRevenueAmt |
| CY Total Revenue | $40,240,158 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,714,125 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,568,005 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,790,399 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,355,781 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,076,015 | PYOtherExpensesAmt |
| CY Other Expenses | $19,734,728 | CYOtherExpensesAmt |
| PY Total Expenses | $37,580,539 | PYTotalExpensesAmt |
| CY Total Expenses | $37,658,514 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,686,443 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,581,644 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $104,213,221 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,960,634 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,716,370 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,175,616 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $82,496,851 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $88,785,018 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,971,023 | ExpenseAmt |
| Grant | $74,546 | GrantAmt |
| Revenue | $22,833,836 | RevenueAmt |
| Desc | Technical Events - SPIE organized technical/scientific and engineering meetings with approximately 35,000 attendees at 15 locations in 3 countries. 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 327 conferences held at the events in 2016 where scientists presented their research findings and collaborated on their work. In addition to the conferences offered at the 2016 Technical Events, there were 159 educational courses. Some of the names of the 2016 Technical Events were: Photonics West, Medical Imaging, Remote Sensing and Optics and Photonics. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,970,948 | ExpenseAmt |
| Grant | $21,912 | GrantAmt |
| Revenue | $13,300,586 | RevenueAmt |
| Desc | 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 books 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, 13,000 books were shipped in 2016. SPIE is also the publisher of 10 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 and SPIE Reviews. SPIE is also a Co-publisher of Journal of Electronic Imaging with Society for Imaging Science and Technology. Total circulation of journals during 2016 was 29,000 subscriptions, print and online. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,802,129 | ExpenseAmt |
| Grant | $789,349 | GrantAmt |
| Revenue | $479,060 | RevenueAmt |
| Desc | Education - SPIE awarded 154 scholarships, 30 Education Outreach grants and supported 21 science fairs. More than 3,275 outreach posters were distributed and 4,000 copies of the Optics Education Directory were printed and distributed. We held the annual Optics Outreach Games, in addition to 3 Student Chapter Leadership Workshops and 8 Student Lunch with the Experts. 5,500 Women in Optics Planners were printed and distributed. SPIE also presented 159 short courses and issued 1034 Continuing Education Credits (CEU's) and supported 109 visiting lecture talks. SPIE also distributes educational videos each year. As of 2016, SPIE has distributed a total of 135 copies of our popular educational combo DVD which includes "A day without Photonics", "Light at Work" and "Light in Action". | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,822,071 | ExpenseAmt |
| Grant | $682,198 | GrantAmt |
| Revenue | $1,307,141 | RevenueAmt |
| Desc | Membership - In 2016 SPIE provided $471,039 in student chapter travel support for 192 student chapters and $168,723 in activity grants for 186 student chapter groups. As part of our membership program, SPIE also provides reduced dues for students and members from developing nations. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,822,071 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $682,198 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,307,141 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $23,566,171 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 387 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 199 | 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 | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brad Ferguson | PersonNm |
| Phone | 3606763290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 10 | AddressLine1Txt |
| City | Bellingham | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 982270010 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 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 |
|---|---|---|---|---|---|---|---|---|---|
| Toyohiko Yatagai | |||||||||
| Immediate Past President | 1 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert Lieberman | |||||||||
| President | 4 | 1 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Glenn Boreman | |||||||||
| President Elect | 4 | 1 | Yes (X) | Yes (X) | $5,074 | $0 | $0 | ||
| Gary Spiegel | |||||||||
| Secretary/Treasurer | 4 | 1 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Julie Bentley | |||||||||
| Director | 1 | 0.5 | Yes (X) | $6,422 | $0 | $0 | |||
| Michael Eismann | |||||||||
| Director | 1 | 0.5 | Yes (X) | $12,000 | $0 | $0 | |||
| James Fujimoto | |||||||||
| Director | 1 | 0.5 | Yes (X) | $1,442 | $0 | $0 | |||
| James Grote | |||||||||
| Director | 1 | 0.5 | Yes (X) | $63 | $0 | $0 | |||
| Keith Lewis | |||||||||
| Director | 1 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Brian Lula | |||||||||
| Director | 1 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Anita Mahadevan-Jansen | |||||||||
| Director | 1 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Kristen Maitland | |||||||||
| Director | 1 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Wolfgang Osten | |||||||||
| Director | 1 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Demetri Psaltis | |||||||||
| Director | 1 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Akiyoshi Suzuki | |||||||||
| Director | 1 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Maryellen Giger | |||||||||
| Vice President | 1 | 0.5 | Yes (X) | Yes (X) | $4,000 | $0 | $0 | ||
| Joseph Howard | |||||||||
| Director | 1 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Jennifer Barton | |||||||||
| Director | 1 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Anna Grazia Mignani | |||||||||
| Director | 1 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| David Andrews | |||||||||
| Director | 1 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Eugene Arthurs | |||||||||
| Executive Director/CEO | 36 | 4 | Yes (X) | $586,303 | $0 | $63,808 | |||
| Brad Ferguson | |||||||||
| Finance Director/CFO | 36 | 4 | Yes (X) | $257,012 | $0 | $63,548 | |||
| Andrew Brown | |||||||||
| Sr. Director, Global Business Development | 36 | 4 | $187,885 | $0 | $57,189 | Yes (X) | |||
| Marybeth Manning | |||||||||
| Director, Digital Library Sales & Product | 36 | 4 | $177,757 | $0 | $47,135 | Yes (X) | |||
| Eric Pepper | |||||||||
| Director, Publications | 36 | 4 | $170,310 | $0 | $49,970 | Yes (X) | |||
| Scott Ritchey | |||||||||
| Director, Information Technology | 36 | 4 | $159,924 | $0 | $54,604 | Yes (X) | |||
| Peter Hallett | |||||||||
| Director, Marketing & Industry Relations | 36 | 4 | $144,599 | $0 | $52,276 | Yes (X) | |||
| Robert Hainsey | |||||||||
| Science & Technology Strategist | 36 | 4 | $169,974 | $0 | $33,194 | Yes (X) | |||
| Marilyn Gorsuch | |||||||||
| Director, Technical Programs & Proceedings | 36 | 4 | $146,362 | $0 | $29,294 | Yes (X) | |||
| Stephen Anderson | |||||||||
| Director, Industry Development | 36 | 4 | $160,167 | $0 | $45,491 | Yes (X) | |||
| Brian Thomas | |||||||||
| Event Manager | 36 | 4 | $154,837 | $0 | $9,584 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,344,131 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $506,093 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PSAV Presentation Services | ||||||
| 925 Freeport Parkway | Suite 100 | Coppell | TX | 75019 | Audio Visual | $1,601,088 |
| Freeman | ||||||
| PO Box 650036 | Dallas | TX | 752650036 | On-Site Decorator | $930,139 | |
| Lumina Datametrics | ||||||
| Dept CH 16508 | Palatine | IL | 600556508 | Publishing Services | $610,030 | |
| Silverchair Science and Communication | ||||||
| 316 E Main St | No 300 | Charlottesville | VA | 22902 | Software Licensing | $518,683 |
| Nigel Frank International | ||||||
| 110 William Street 21st Floor | New York | NY | 10038 | Outsourced Services | $426,320 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 25 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $30,000 | GovernmentGrantsAmt |
| All Other Contributions | $56,584 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $86,584 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Membership | 541900 | $1,307,141 | $1,253,900 | $53,241 | $0 |
| Technical Events | 541900 | $22,833,836 | $11,577,535 | $264,285 | $10,992,016 |
| Education | 541900 | $217,554 | $204,038 | $13,516 | $0 |
| Publications | 541900 | $13,300,586 | $13,291,376 | $9,210 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $37,659,117 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,325,903 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,325,903 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $187,637 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $187,637 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,370 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,745 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,625 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,625 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,625 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,028,237 | SecuritiesAmt |
| Other | $1,863 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,343,553 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$315,316 | SecuritiesAmt |
| Other | $1,863 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$313,453 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$313,453 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Subsidiary Management | 561000 | $249,632 | $249,632 | $0 | $0 |
| Misc Merchandise Sales | 453220 | $22,239 | $0 | $0 | $22,239 |
| Misc Revenue | 900099 | $11,874 | $11,874 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $283,745 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,240,158 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,588,355 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $340,252 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,224,967 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,484 | TotalAmt |
| Program Services | $213,484 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,820 | TotalAmt |
| Program Services | $354,820 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $999,701 | TotalAmt |
| Program Services | $999,701 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,875,444 | TotalAmt |
| Program Services | $788,349 | ProgramServicesAmt |
| Management And General | $1,087,095 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,623,287 | TotalAmt |
| Program Services | $5,387,640 | ProgramServicesAmt |
| Management And General | $4,235,647 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,019,312 | TotalAmt |
| Program Services | $544,757 | ProgramServicesAmt |
| Management And General | $474,555 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,857,269 | TotalAmt |
| Program Services | $1,527,028 | ProgramServicesAmt |
| Management And General | $1,330,241 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $980,469 | TotalAmt |
| Program Services | $522,752 | ProgramServicesAmt |
| Management And General | $457,717 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,355 | TotalAmt |
| Program Services | $1,197 | ProgramServicesAmt |
| Management And General | $5,158 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,526 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $137,526 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,840 | TotalAmt |
| Program Services | $107,274 | ProgramServicesAmt |
| Management And General | $156,566 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,616 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $376,616 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,338 | TotalAmt |
| Program Services | $474,880 | ProgramServicesAmt |
| Management And General | $141,458 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $806,228 | TotalAmt |
| Program Services | $671,953 | ProgramServicesAmt |
| Management And General | $134,275 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,800,145 | TotalAmt |
| Program Services | $597,889 | ProgramServicesAmt |
| Management And General | $1,202,256 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,079,809 | TotalAmt |
| Program Services | $979,090 | ProgramServicesAmt |
| Management And General | $1,100,719 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,072 | TotalAmt |
| Program Services | $194,341 | ProgramServicesAmt |
| Management And General | $14,731 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,284 | TotalAmt |
| Program Services | $8,210 | ProgramServicesAmt |
| Management And General | $384,074 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,263,007 | TotalAmt |
| Program Services | $703,627 | ProgramServicesAmt |
| Management And General | $559,380 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,659,287 | TotalAmt |
| Program Services | $8,195,408 | ProgramServicesAmt |
| Management And General | $463,879 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,684,209 | TotalAmt |
| Program Services | $140,724 | ProgramServicesAmt |
| Management And General | $1,543,485 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,814 | TotalAmt |
| Program Services | $93,889 | ProgramServicesAmt |
| Management And General | $115,925 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Pub Printing Cost | $292,380 | $292,380 | $0 | $0 |
| Commissions | $591,818 | $591,818 | $0 | $0 |
| Taxes | $58,286 | $0 | $58,286 | $0 |
| Recruitment Expense | $19,112 | $0 | $19,112 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,602 | TotalAmt |
| Program Services | $174,960 | ProgramServicesAmt |
| Management And General | $93,642 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,658,514 | TotalAmt |
| Program Services | $23,566,171 | ProgramServicesAmt |
| Management And General | $14,092,343 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,099,484 | BOYAmt |
| EOY | $3,896,086 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,277,861 | BOYAmt |
| EOY | $7,743,633 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,748 | BOYAmt |
| EOY | $450,946 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,638 | BOYAmt |
| EOY | $556,754 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,650,499 | BOYAmt |
| EOY | $2,506,248 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,615,515 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,545,483 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,280,443 | BOYAmt |
| EOY | $10,070,032 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,362,496 | BOYAmt |
| EOY | $82,608,703 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,463,052 | BOYAmt |
| EOY | $4,128,232 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,213,221 | BOYAmt |
| EOY | $111,960,634 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,355,222 | BOYAmt |
| EOY | $4,785,268 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,361,148 | BOYAmt |
| EOY | $18,390,348 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,716,370 | BOYAmt |
| EOY | $23,175,616 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,204,502 | BOYAmt |
| EOY | $88,404,885 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,571 | BOYAmt |
| EOY | $219,001 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,778 | BOYAmt |
| EOY | $161,132 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,496,851 | BOYAmt |
| EOY | $88,785,018 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,213,221 | BOYAmt |
| EOY | $111,960,634 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,581,644 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,706,523 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | 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 | $14,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,002 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,635 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,584 | CurrentTaxYearAmt |
| Total | $218,908 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,623,160 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,856,862 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,785,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,038,936 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,588,355 | CurrentTaxYearAmt |
| Total | $126,892,557 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,597,877 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,081,674 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,331,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,003,994 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,014,255 | CurrentTaxYearAmt |
| Total | $52,028,903 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,235,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,974,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,123,982 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,116,655 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,689,194 | CurrentTaxYearAmt |
| Total | $179,140,368 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $179,140,368 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,134,716 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,243,567 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,437,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,886,483 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,533,910 | CurrentTaxYearAmt |
| Total | $12,236,055 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,134,716 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,243,567 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,437,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,886,483 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,533,910 | CurrentTaxYearAmt |
| Total | $12,236,055 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,370,715 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,218,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,561,361 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,003,138 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,223,104 | CurrentTaxYearAmt |
| Total | $191,376,423 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93606 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93769 | PublicSupportPY509Pct |
| Investment Income CY | 0.06394 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06231 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $155,531 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $108,309 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $263,840 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $37,394,673 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $37,658,513 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $5,723 | CurrentYearMinus3Amt |
| Current Year Minus2 | $215,451 | CurrentYearMinus2Amt |
| Current Year Minus1 | $266,079 | CurrentYearMinus1Amt |
| Current Year | $263,840 | CurrentYearAmt |
| Total | $751,093 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $5,723 | CurrentYearMinus3Amt |
| Current Year Minus2 | $215,451 | CurrentYearMinus2Amt |
| Current Year Minus1 | $158,323 | CurrentYearMinus1Amt |
| Current Year | $155,531 | CurrentYearAmt |
| Total | $535,028 | TotalAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,030,610 | OtherCostOrOtherBasisAmt |
| Book Value | $2,030,610 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $5,320,953 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,333,395 | DepreciationAmt |
| Book Value | $987,558 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $18,087,319 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,212,088 | DepreciationAmt |
| Book Value | $5,875,231 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,176,633 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $1,176,633 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,070,032 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $43,956,426 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,706,523 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $3,706,523 | RevenueNotReportedAmt |
| Revenue Subtotal | $40,249,903 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$9,745 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$9,745 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $40,240,158 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $37,668,259 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $9,745 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $9,745 | ExpensesNotReportedAmt |
| Expenses Subtotal | $37,658,514 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,658,514 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part XI, Line 4b | This is the rental expense that is reported as an offset to rental income on 990 Part VIII. |
| Schedule D, Part XII, Line 2d | Rental expense reported on 990 Part VIII |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Grantmaking | $232,485 | |
| East Asia and the Pacific | 0 | 0 | Program Services | $242,661 | Contract Work |
| Europe (including Iceland and Greenland) | 0 | 0 | Grantmaking | $303,759 | |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | $816,506 | Contract Work |
| Middle East and North Africa | 0 | 0 | Grantmaking | $22,052 | |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Grantmaking | $127,795 | |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | $45,937 | Contract Work |
| Russia and the newly independent States | 0 | 0 | Grantmaking | $99,118 | |
| South America | 0 | 0 | Grantmaking | $58,528 | |
| South Asia | 0 | 0 | Grantmaking | $128,874 | |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | $27,090 | |
| Sub-Saharan Africa | 0 | 0 | Program Services | $642 | Contract Work |
| Europe (including Iceland and Greenland) | 1 | 9 | Program Services | $4,128,232 | Investment in Subsidiaries |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Spent | $6,233,679 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| Europe (including Iceland and Greenland) | General Support | $55,000 | Wire | $0 |
| Europe (including Iceland and Greenland) | General Support | $7,000 | Wire | $0 |
| East Asia and the Pacific | General Support | $6,000 | Wire | $0 |
| South America | General Support | $5,500 | Wire | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (32 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Awards | East Asia and the Pacific | 17 | $14,150 | Wire transfer |
| Awards | Europe (including Iceland and Greenland) | 41 | $23,105 | Wire transfer |
| Awards | Middle East and North Africa | 2 | $1,500 | Wire transfer |
| Awards | North America (including Canada and Mexico, but not the United States) | 6 | $2,250 | Wire transfer |
| Awards | South America | 2 | $1,500 | Wire transfer |
| Awards | Sub-Saharan Africa | 1 | $400 | Wire transfer |
| Scholarships and Outreach Grants | East Asia and the Pacific | 12 | $33,000 | Wire transfer |
| Scholarships and Outreach Grants | Europe (including Iceland and Greenland) | 22 | $54,000 | Wire transfer |
| Scholarships and Outreach Grants | Middle East and North Africa | 2 | $4,000 | Wire transfer |
| Scholarships and Outreach Grants | North America (including Canada and Mexico, but not the United States) | 22 | $51,500 | Wire transfer |
| Scholarships and Outreach Grants | Russia and the newly independent States | 16 | $36,000 | Wire transfer |
| Scholarships and Outreach Grants | South America | 3 | $6,000 | Wire transfer |
| Scholarships and Outreach Grants | South Asia | 9 | $21,000 | Wire transfer |
| Scholarships and Outreach Grants | Sub-Saharan Africa | 2 | $4,000 | Wire transfer |
| Student Travel Grants | East Asia and the Pacific | 21 | $10,725 | Wire transfer |
| Student Travel Grants | Europe (including Iceland and Greenland) | 20 | $8,474 | Wire transfer |
| Student Travel Grants | Middle East and North Africa | 6 | $2,459 | Wire transfer |
| Student Travel Grants | North America (including Canada and Mexico, but not the United States) | 10 | $4,865 | Wire transfer |
| Student Travel Grants | Russia and the newly independent States | 8 | $4,266 | Wire transfer |
| Student Travel Grants | South America | 15 | $9,100 | Wire transfer |
| Student Travel Grants | South Asia | 19 | $9,956 | Wire transfer |
| Student Travel Grants | Sub-Saharan Africa | 1 | $403 | Wire transfer |
| Chapter Travel Grants | East Asia and the Pacific | 53 | $116,806 | Wire transfer |
| Chapter Travel Grants | Europe (including Iceland and Greenland) | 46 | $79,335 | Wire transfer |
| Chapter Travel Grants | Middle East and North Africa | 5 | $11,023 | Wire transfer |
| Chapter Travel Grants | North America (including Canada and Mexico, but not the United States) | 45 | $42,977 | Wire transfer |
| Chapter Travel Grants | Russia and the newly independent States | 18 | $31,340 | Wire transfer |
| Chapter Travel Grants | South America | 16 | $35,387 | Wire transfer |
| Chapter Travel Grants | South Asia | 29 | $67,188 | Wire transfer |
| Chapter Travel Grants | Sub-Saharan Africa | 3 | $7,669 | Wire transfer |
| FOCUS Conference Grant | Europe (including Iceland and Greenland) | 4 | $12,000 | Wire transfer |
| FOCUS Conference Grant | Russia and the newly independent States | 1 | $4,000 | Wire transfer |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Recipients of Travel Grants must submit receipts which are reviewed by SPIE staff prior to disbursement of funds. Recipients of Scholarships must apply and be selected after a thorough review by an independent selection committee. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| University of AZ Foundation | ||||||||
| 111 N Cherry Ave | Tucson | AZ | 85721 | 866050388 | 501(c)(3) | $15,000 | Sponsorship | |
| Science Counts Inc | ||||||||
| 529 14th St NW | Washington | DC | 20045 | 464747662 | 501(c)(3) | $10,000 | Sponsorship | Suite 1050 |
| Double Helix LLC | ||||||||
| 1296 Mayette Ave | San Jose | CA | 95125 | 237170474 | $10,000 | Award | ||
| Ithaka | ||||||||
| PO Box 30959 | New York | NY | 100870959 | 133857105 | 501(c)(3) | $5,460 | General Support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Awards | 122 | $70,742 |
| Scholarship and Outreach Grants | 66 | $187,000 |
| Student Travel Grants | 40 | $16,244 |
| Chapter Travel Grants | 69 | $80,834 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | SPIE Staff asks how the funds will be spent on applications and provides examples of approved uses for scholarship funds. Also, the recipient is required to fill out an annual report disclosing how the funds were used. Recipients of SPIE Outreach Grants are required to submit a report to the Society on how the Outreach Grant was used within one year of receiving the funds. Recipients of SPIE Travel Grants must submit receipts which are reviewed by SPIE Staff prior to disbursement. The SPIE Awards Program honors the best individuals in optics and photonics for their significant achievements and contributions in advancing the science of light. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Eugene Arthurs | ||||||||||||||
| Executive Director/CEO | $416,443 | $0 | $145,496 | $0 | $24,364 | $0 | $32,575 | $0 | $31,233 | $0 | $650,111 | $0 | $0 | $0 |
| Brad Ferguson | ||||||||||||||
| Finance Director/CFO | $224,660 | $0 | $23,826 | $0 | $8,525 | $0 | $32,496 | $0 | $31,051 | $0 | $320,558 | $0 | $0 | $0 |
| Andrew Brown | ||||||||||||||
| Sr. Director, Global Business Development | $176,675 | $0 | $8,862 | $0 | $2,347 | $0 | $23,262 | $0 | $33,927 | $0 | $245,073 | $0 | $0 | $0 |
| Marybeth Manning | ||||||||||||||
| Director, Digital Library Sales & Product | $160,473 | $0 | $9,484 | $0 | $7,800 | $0 | $21,502 | $0 | $25,633 | $0 | $224,892 | $0 | $0 | $0 |
| Eric Pepper | ||||||||||||||
| Director, Publications | $152,908 | $0 | $8,088 | $0 | $9,313 | $0 | $19,738 | $0 | $30,233 | $0 | $220,280 | $0 | $0 | $0 |
| Scott Ritchey | ||||||||||||||
| Director, Information Technology | $145,197 | $0 | $8,166 | $0 | $6,560 | $0 | $19,553 | $0 | $35,051 | $0 | $214,527 | $0 | $0 | $0 |
| Robert Hainsey | ||||||||||||||
| Science & Technology Strategist | $159,687 | $0 | $8,181 | $0 | $2,105 | $0 | $19,736 | $0 | $13,458 | $0 | $203,167 | $0 | $0 | $0 |
| Stephen Anderson | ||||||||||||||
| Director, Industry Development | $149,204 | $0 | $8,708 | $0 | $2,255 | $0 | $18,969 | $0 | $26,522 | $0 | $205,658 | $0 | $0 | $0 |
| Brian Thomas | ||||||||||||||
| Event Manager | $45,633 | $0 | $4,850 | $0 | $104,354 | $0 | $5,048 | $0 | $4,536 | $0 | $164,421 | $0 | $0 | $0 |
| Marilyn Gorsuch | ||||||||||||||
| Director, Technical Programs & Proceedings | $130,611 | $0 | $6,580 | $0 | $9,171 | $0 | $15,251 | $0 | $14,043 | $0 | $175,656 | $0 | $0 | $0 |
| Peter Hallett | ||||||||||||||
| Director, Marketing & Industry Relations | $135,183 | $0 | $7,719 | $0 | $1,696 | $0 | $16,944 | $0 | $35,332 | $0 | $196,874 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | Travel for Companions: Up to a maximum $600 annually is allowed for director level and higher staff companion travel, which is added to W2 wages. Employees are responsible for all applicable taxes. In 2016, 7 directors took advantage of this program: Andrew Brown, Brad Ferguson, Robert Hainsey, Peter Hallett, Marybeth Manning, Eric Pepper and Scott Ritchey. Tax indemnification and Gross Up Payments: The cost of extensive business calls on employee personal cell phones is reimbursable when accompanied with approved substantiation and authorization. These reimbursement payments are added to W2 wages and grossed up to include the amount of tax due. |
| Schedule J, Part I, Line 4 | Severance Payments: Brian J. Thomas $60,972.80. |
| Schedule J, Part I, Line 7 | The bonuses are not set specific amounts. They are not directly tied formally to any metric, but instead are left to 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 6 | Membership - SPIE is a membership based society with 18,689 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 three 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. SPIE members 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 in person 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 level staff:Annually 4-6 different salary surveys and Form 990 data is used to benchmark our Executive Director/CEO, Finance Director/CFO and Sr. Director, Event & Global Business Development positions. The salary surveys provide comparative data for Industrial, Not-for-Profit and the local job market. The Form 990 data provides comparative data for other similarly situated non profits. A compensation consultant is engaged at least once every three years to assist in developing compensation recommendations. The comparison data for the Executive Director, Sr. Finance Director/CFO, Sr. Director, Events & Global Business Development are provided to the SPIE's Compensation Committee who review it and makes the appropriate salary recommendation for the Executive Director. The comparison data for the Finance Director/CFO and Sr. Director, Events & Global Business Development is provided to the Executive Director, who makes recommendations to the Compensation Committee for compensation for both positions. Recommendations are reviewed and approved by the Compensation Committee and reported to the Executive Committee. Director level staff: Annually data from 6 different salary surveys (3 regional & 3 non-profit) are reviewed and the director staff positions are benchmarked to the market represented in these surveys. We then have our 3rd party compensation analyst run regression analysis on the market data in combination with our internal job evaluation system (Point Factor system). The analyst then makes recommendations regarding grade changes for specific jobs and changes to the pay grade structure. This information is then used in combination with performance evaluations to make pay decisions for director level staff. The Senior Directors suggest merit amounts, which are then reviewed by the Executive Director and brought to the salary review committee (SPIE's Executive Committee performs these duties) for final review and approval. Staff: Every year, we take data from 6 different salary surveys (3 regional & 3 non-profit) and benchmark 63% (73 of our 117 different positions) of our jobs to the market data. We then have our 3rd party compensation analyst run regression analysis on the market data in combination with our internal job evaluation system (Point Factor system). The analyst then makes recommendations regarding grade changes for specific jobs and changes to the pay grade structure. This information is then used in combination with performance evaluations to make pay decisions for staff. The managers suggest merit amounts, which are then reviewed and approved by executive staff. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPIE Europe Ltd #5085639 | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Alexandra Gate Ffordd Pengam | AddressLine1Txt |
| City | Cardiff | CityNm |
| Country | UK | CountryCd |
| Foreign Postal | CF242SA | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Scientific Conferences | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | UK | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Society of Photo Optical Engineers | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPIE Events Europe #5099292 | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Alexandra Gate Ffordd Pengam | AddressLine1Txt |
| City | Cardiff | CityNm |
| Country | UK | CountryCd |
| Foreign Postal | CF24 DSA | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Scientific Tradeshows | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | UK | LegalDomicileForeignCountryCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $752,977 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $320,903 | ShareOfEOYAssetsAmt |
| Ownership | 1 | OwnershipPct |
| 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 | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | 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 (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SPIE Europe Ltd #5085639 | ||
| b | $536,930 | Cash Value |
| SPIE Events Europe #5099292 | ||
| b | $128,454 | Cash Value |
| SPIE Europe Ltd #5085639 | ||
| q | $204,390 | Cost |
| SPIE Events Europe #5099292 | ||
| q | $45,242 | Cost |