2017-08-15T11:34:55-05:00 2016-09-30 521855942 Tate and Tryon 2021 L Street NW Suite 400 Washington DC 20036 990 2015-10-01 370730118 AMERICAN SOCIETY FOR ENGINEERING EDUCATION AMER 2023313500 1818 N STREET NW No 600 WASHINGTON DC 20036 JOSEPH E DILLON chief financial officer 2023313500 2017-08-15 1 Frederick Longwood P00439715 2022932200 2015 2021-01-29 14:40:06Z norman fortenberry 1818 N STREET NW No 600 WASHINGTON DC 20036 84226152 0 X www.asee.org X 1943 PA FOSTER AND SUPPORT ENGINEERING AND ENGINEERING TECHNOLOGY EDUCATION. 20 19 68 26 342006 0 0 82945812 0 1155503 0 121271 0 3566 0 84226152 0 70466310 0 0 0 5312795 0 0 0 0 5008819 0 80787924 0 3438228 11268562 12562021 10772076 8576822 496486 3985199 X ASEE ADVANCES INNOVATION, EXCELLENCE, AND ACCESS AT ALL LEVELS OF EDUCATION FOR THE ENGINEERING PROFESSION. 0 0 71770894 69241303 FELLOWSHIPS - MANAGE DOD, NSF, AND NASA FELLOWSHIP PROGRAM ACTIvTIES INCLUDing PROMOTIONS, PROCESSING APPLICATIONS, reviewing APPLICATIONs, MAKING AWARDS, AND PAYING STIPENDS and TRAVEL and tuition costs DEPENDING ON THE PROGRAMS. 2157216 1225007 57906 NON-GOVERNMENT PROGRAMS - ASEE MANAGES AND ADMINISTERS PROGRAMS FUNDED BY DIFFERENT ORGANIZATIONS AND INSTITUTIONS. 1549855 754072 PUBLICATION SERVICES - ASEE PRODUCES PRISM MAGAZINE AND JOURNAL OF ENGINEERING EDUCATION, AN ANNUAL DIRECTORY OF PROFILES ON COLLEGES AND UNivERSITIES, AN ONLINE NEWSLETTER CALLED CONNECTIONS, A K-12 MAGAZINE, EGFI, PROMOTES ENGINEERING TO YOUNG STUDENTS, AN ONLINE JOURNAL CALLED ADVANCES IN ENGINEERING EDUCATION THAT DISSEMINATES SIGNIFICANT, PROVEN INNOVATIONS IN ENGINEERING EDUCATION PRACTICE, ESPECIALLY THOSE THAT ARE BEST PRESENTED THROUGH THE CREATivE USE OF MULTIMEDIA, AND A WEEKLY CAPITOL SHORTS E-NEWSLETTER INTENDED TO KEEP DEANS AND DEPARTMENT CHAIRS ABREAST OF IMPORTANT DEVELOPMENTS IN CONGRESS AND FEDERAL AGENCIES AFFECTING ENGINEERING EDUCATION AND RESEARCH. 510726 236487 MEMBER SERVICES & BASS:Member Services - 540 INSTITUTIONS AND 12,000 INDivIDUAL MEMBERS FROM ENGINEERING AND ENGINEERING TECHNOLOGY SCHOOLS. ACTiviTIES ARE CARRIED OUT THROUGH A SYSTEM OF SMALL GROUPS. EACH COUNCIL, DiviSION, AND SECTION IS SELF-GOVERNING THROUGH ITS BY-LAWSBASS - ASEE PROVIDES ACCOUNTING SERVICES, REFERRED TO AS BANKING AND ACCOUNTING SERVICES SYSTEM, FOR THE BENEFIT OF 62 PARTICIPATING OPERATING FIELD UNITS. 17434 107038 AWARDS - AN ANNUAL AWARDS PROGRAM PROVIDES HONORS AND AWARDS TO DISTINGUISHED EDUCATORS AND ENGINEERS. ASEE PRESENTS UP TO 20 NATIONAL AWARDS EACH YEAR IN A WIDE ARRAY OF DISCIPLINES. ASEE AWARDS WINNERS RECEivED HONORARIUM, TRAVEL EXPENSES, AND COMMEMORATivE PLAQUES. 651983 OTHER PROGRAM SERVICES 1180143 343525 76658108 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 X 2897 0 1 68 1 1 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X NORMAN FORTENBERRY 2023313500 1818 N STREET NW STE 600 WASHINGTON DC 20036 Louis A Martin-Vega PRESIDENT 2.00 2.00 X X 0 0 0 Bevlee Watford PRESIDENT-ELECT (as of 6/16) 2.00 2.00 X X 0 0 0 Joseph J Rencis IMMEDIATE PAST PRESIDENT 2.00 0.00 X X 0 0 0 Nicholas J Altiero IMMEDIATE PAST PRES (thru 6/16) 2.00 0.00 X X 0 0 0 Dan Sayre FIRST VP/VP INSTITUTIONAL coun 2.00 0.00 X X 0 0 0 Adrienne Minerick FIRST VP/VP PROF Int Coun (thru 6/16) 2.00 0.00 X X 0 0 0 Terri Morse VP FINANCE 2.00 2.00 X X 0 0 0 B Grant Crawford VP MEMBER AFFAIRS 2.00 0.00 X X 0 0 0 Catherine Skokan VP EXTERNAL RELATIONS 2.00 0.00 X X 0 0 0 Sheryl Sorby VP PROF INT COUNcils 2.00 0.00 X X 0 0 0 Randy Moses VP INSTITUTIONAL COUN (thru 6/16) 2.00 0.00 X X 0 0 0 Bill Dunne CHAIR ENG RESEARCH COUN (as of 6/16) 2.00 0.00 X 0 0 0 Patricia Fox CHAIR ENG TECH COUN (as of 6/16) 2.00 0.00 X 0 0 0 Kenneth Burbank CHAIR ENG TECH COUN (thru 6/16) 2.00 0.00 X 0 0 0 Gerald Holder CHAIR ENG DEANS COUN 2.00 0.00 X 0 0 0 Agnieszka Miguel CHAIR PROF INT COUN I (as of 6/16) 2.00 0.00 X 0 0 0 Marjan Eggermont CHAIR PROF INT COUN II 2.00 0.00 X 0 0 0 Teri Reed PhD CHAIR PROF INT COUN IV (as of 6/16) 2.00 0.00 X 0 0 0 Julayne Moser CHAIR PROF INT COUN V (as of 6/16) 2.00 0.00 X 0 0 0 Maura Jenkins Borrego CHAIR PROF INT COUN IV (thru 6/16) 2.00 0.00 X 0 0 0 Lea-Ann Morton CHAIR PROF INT COUN V (thru 6/16) 2.00 0.00 X 0 0 0 Navarun Gupta CHAIR COUN OF SECtns, I 2.00 0.00 X 0 0 0 Gary Steffen CHAIR COUN OF SECtns, II 2.00 0.00 X 0 0 0 Steve E Watkins CHAIR COUN OF SECtns, III 2.00 0.00 X 0 0 0 Sean St Clair CHAIR COUN OF SECtns, IV (as of 6/16) 2.00 0.00 X 0 0 0 Eric Wang CHAIR COUN OF SECtns, IV (thru 6/16) 2.00 0.00 X 0 0 0 Norman L Fortenberry EXECUTIVE DIRECTOR 40.00 1.00 X X 277479 0 26673 Ashok Agrawal Director of Professional Services 40.00 0.00 X 140827 0 23562 Patricia Greenawalt Director of Member Services 1.00 40.00 X 0 114114 16076 Joseph Dillon Chief Financial Officer 40.00 1.00 X 161151 0 13160 Nathan Kahl Director of Communications 40.00 0.00 X 102455 0 18246 Marjorie Smith Chief Information Officer 40.00 1.00 X 63651 0 6003 Keith Mounts Chief Information Officer 40.00 1.00 X 161258 0 15526 Eric Hurwitt Program Director 40.00 0.00 X 112458 0 12967 Timothy Turner DIrector of Fellowships 40.00 0.00 X 161796 0 16139 Brian Yoder Program Director 40.00 0.00 X 114777 0 12870 1295852 114114 161222 8 0 1 0 Robert Joseph Group LLC One Preserve Parkway Suite 150 Rockville MD 20852 Temp staffing & placement services 266996 Clifton Larson Allen LLP 1966 Greenspring Drive Suite 300 Timonium MD 21093 Auditing 107164 2 2311628 76920902 3713282 82945812 Publication 541800 754072 412066 342006 BASS account revenue 900099 178924 178924 Meeting & Conference 900099 107038 107038 Fee for Service Income 900099 57906 57906 MEMBERSHIP SERVICES 900099 57563 57563 1155503 121271 121271 8978 8978 Miscellaneous 900099 -5412 -5412 -5412 84226152 755934 342006 182400 70466310 70466310 1009991 1009991 3276852 2492533 784319 246240 170514 75726 779712 502190 277522 18901 3548 15353 73765 13845 59920 608198 477046 131152 52858 52858 334999 223972 111027 869900 869900 162002 85207 76795 500246 119951 380295 212322 212322 PROJECTS PARTICIPANT SU 1433908 1507348 -73440 BASS ACCOUNTS 209523 185668 23855 BAD DEBT 194621 194621 HONORARIA 112111 112111 225465 50386 175079 80787924 76658108 4129816 0 3573868 4778347 5556397 5556397 1798 111591 3701160 3193761 670162 507399 1466337 1608287 11268562 12562021 5573691 2589570 3299691 3299691 1898694 2687561 10772076 8576822 X 494781 3983494 1705 1705 496486 3985199 11268562 12562021 3438228 50485 0 X X 0 0 1 0 X 84946065 84105963 81172949 68766233 82945812 401937022 84946065 84105963 81172949 68766233 82945812 401937022 401937022 52063 64164 47255 92112 130249 385843 22607 184 46626 -5412 64005 402386870 7816581 0.99890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1466337 141950 1608287 1435839 40000 -9502 1466337 1315592 120247 1435839 1171251 144341 1315592 978420 192831 1171251 1.00000 0.00000 0.00000 0 0 849817 541799 308018 250436 185685 64751 2600907 2466277 134630 507399 Due to Affiliates 2070583 Deffered Rent 616978 2687561 Part V, Line 4: the funds will be used for the society's awards. 1 Air Force National Defense Science and Engineering Fellowship Program 531 34918309 SMART Scholarship Program 315 20811672 Navy Research Laboratory and Other Postdoc Fellowship Program 43 3816792 Naval Research Enterprise Intern Program/Science and Engineering Apprentice Program 881 6069731 NSF Small Business Postdoctoral Research Diversity Fellowship Program 40 2865573 Argonne National Laboratory - EcoCar Program 95 1984233 Part I, Line 2: THE FEDERAL AGENCIES FUND THESE PROGRAMS. ASEE ADMINISTERS AND DISTRIBUTES THE FELLOWSHIP/SCHOLARSHIP TO SELECTED INDIVIDUALS AS SPECIFIED IN THE CONTRACTS WITH THE AGENCIES. X X X 0 0 0 0 0 0 0 0 0 Norman L Fortenberry EXECUTIVE DIRECTOR 277479 0 0 0 0 0 16882 0 9791 0 304152 0 0 0 Ashok Agrawal Director of Professional Services 140827 0 0 0 0 0 8844 0 14718 0 164389 0 0 0 Joseph Dillon Chief Financial Officer 161151 0 0 0 0 0 3870 0 9290 0 174311 0 0 0 Keith Mounts Chief Information Officer 161258 0 0 0 0 0 6328 0 9198 0 176784 0 0 0 Timothy Turner DIrector of Fellowships 161796 0 0 0 0 0 6936 0 9203 0 177935 0 0 0 Form 990, Part V, line 3b The information necessary to file a complete and accurate return has not yet been obtained. Form 990, Part VI, Section A, line 6 THE ORGANIZATION HAS INDIVIDUAL MEMBERS AND INSTITUTION MEMBERS. Form 990, Part VI, Section A, line 7a THE INDIVIDUAL MEMBERS HAVE VOTING RIGHTS FOR BOARD OF DIRECTORS. Form 990, Part VI, Section B, line 11 THE ORGANIZATION HAS THE 990 AVAILABLE ON A SECURE WEBSITE FOR THE BOARD'S REVIEW. Form 990, Part VI, Section B, line 12c THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED BY BOARD MEMBERS AND STAFF EVERY YEAR. IF THERE IS A CONFLICT OF INTEREST, AN INTERESTED PERSON (ANY OFFICER, MEMBER OF ASEE, COMMITTEE MEMBER, OR EMPLOYEE OF ASEE, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST) MUST IMMEDIATELY DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO ASEE. FAILURE TO REPORT A CONFLICT OF INTEREST CAN RESULT IN CORRECTIVE ACTION INCLUDING BUT NOT LIMITED TO REMOVAL FROM OFFICE, COMMITTEE OR TERMINATION OF EMPLOYMENT. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER SUCH PRESENTATION, SHE/HE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGMENT THAT RESULTED IN A CONFLICT OF INTEREST. B. THE AUTHORIZED COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER ASEE CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED PERSONS WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO ASEE AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. VIOLATIONS OF THE CONFLICT OF INTEREST POLICY: A. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. iF, AFTER HEARING THE RESPONSE OF THE PERSON AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT THE PERSON HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. Form 990, Part VI, Section B, line 15a EXECUTIVE DIRECTOR - ASEE HAS AN OVERSIGHT COMMITTEE (SELECTED MEMBERS OF BOARD OF DIRECTORS) WHO EVALUATE THE EXECUTIVE DIRECTOR'S PERFORMANCE AND SALARY AMOUNT ANNUALLY. HUMAN RESOURCES PROVIDES THE COMMITTEE WITH SURVEYS DONE BY DIFFERENT COMPANIES ON EXECUTIVE DIRECTOR/CEO SALARY AND BENEFITS FOR NONpROFIT ASSOCIATIONS. OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION REPORT TO THE EXECUTIVE DIRECTOR (ED). THE ED EVALUATES THEIR PERFORMANCES AND SALARY AMOUNTS AS PART OF THE ORGANIZATION'S ANNUAL PERFORMANCE EVALUATION SYSTEM CONDUCTED FOR ALL EMPLOYEES. THE HR DIRECTOR PROVIDES THE ED WITH SALARY RANGE SURVEYS DONE ON COMPARABLE POSITIONS WITHIN THE NONPROFIT ASSOCIATION INDUSTRY. Form 990, Part VI, Section C, line 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST poLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART XII, LINE 3B: THE ORGANIZATION IS CURRENTLY IN THE PROCESS OF OBTAINING A SINGLE AUDIT. ASEE CONVENTION & SEMINAR CORP 1818 N STREET NW SUITE 600 WASHINGTON DC 20036 521755430 promote engineering education DE 501(c)(3) Line 11a, I AMERICAN SOCIETY FOR ENGINEERING EDUCATION 1 TAU ALPHA PI OF ASEE INC 1818 N STREET NW SUITE 600 WASHINGTON DC 20036 522121038 honor society for engineering tech profession DE 501(c)(3) Line 11a, I AMERICAN SOCIETY FOR ENGINEERING EDUCATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 ASEE CONVENTION & SEMINAR CORP O 470189 COST ASEE CONVENTION & SEMINAR CORP N 76762 COST