2017-02-09T09:00:11-06:00 2016-03-31 350921680 CROWE HORWATH LLP 750 N St Paul Suite 850 Dallas TX 75201 990 2015-04-01 752001539 Society of Petroleum Engineers Inc SOCI 9729529393 222 Palisades Creek Drive Richardson TX 75080 Steven Byrne CFO 2017-02-09 true RACHEL SPURLOCK P00520729 2147775200 2015 2021-01-29 14:40:06Z Mark A Rubin 222 Palisades Creek Drive Richardson TX 75080 60807765 false X www.spe.org X 1984 TX The Society of Petroleum Engineers (SPE) is a not-for-profit professional association whose members are engaged in energy resources development and production. SPE serves nearly 125,000 members in 123 countries worldwide. SPE is a key resource for technical knowledge related to the oil and gas exploration and production industry and provides services through its publications, events, training courses, and online resources at www.spe.org. 29 29 264 5000 4005720 5459 3434812 3298148 51420967 50661886 988690 1816421 1454633 1385421 57299102 57161876 2637805 2379516 0 25370619 24384796 0 59544 35792526 33911080 63800950 60675392 -6501848 -3513516 79402168 69419466 29362785 24626981 50039383 44792485 The mission of the Society of Petroleum Engineers (SPE) is to Collect, disseminate, and exchange technical knowledge concerning the exploration, development and production of oil and gas resources, and related technologies for the public benefit, and to provide opportunities for professionals to enhance their technical and professional competence. false false 43385349 2379516 51628044 THE SOCIETY OF PETROLEUM ENGINEERS (SPE) SERVES NEARLY 170,000 MEMBERS AND PROVIDES TECHNICAL TRAINING AND RESOURCES AS FOLLOWS: MEETINGS AND CONFERENCES - INCLUDES TECHNICAL SESSIONS, WORKSHOPS, AND SYMPOSIUMS. MEMBERSHIP SERVICES - SPE ORG, MEMBER BENEFITS, AND MEMBER DIRECTORY, AND GLOBAL TRAINING. PUBLICATIONS - INCLUDES TECHNICAL JOURNALS, MONOGRAMS, BOOKS AND ACCESSORIES. U.S. SECTION ACTIVITY FOR MEETINGS, EDUCATIONAL COURSES, DONATIONS, SCHOLARSHIPS, AND OTHER EVENTS. 43385349 true true false false false false false false false false true false false true false false false true false true true false true false false false false false true true false false false false false false false false false false false false false true true true false false true 228 0 true 264 true true true true BR false false false false false false false false X 29 29 false false false false true true false true true false true true true true true true true true true false false CA X Steven Byrne 9729529407 222 Palisades Creek Drive Richardson TX 75080 Nathan Meehan President 1.0 X X 0 0 0 Jeff Spath Past President - Partial Year 1.0 X X 0 0 0 Helge Haldorsen Past President 1.0 X X 0 0 0 Janeen Judah President Elect 1.0 X X 0 0 0 Roland Moreau VP - Finance 1.0 X X 0 0 0 Trey Shaffer TD-Health, Safety, Sec, Envir 1.0 X 0 0 0 Jennifer Miskimins TD-Production and Operations 1.0 X 0 0 0 Andrei Popa RD-Western North America 1.0 X 0 0 0 Phongsthorn Thavisin RD-Northern Asia Pacific 1.0 X 0 0 0 Erin McEvers RD-Rocky Mountain N America 1.0 X 0 0 0 JC Cunha TD-Management Information 1.0 X 0 0 0 Adeyemi Akinlawon RD-Africa Region 1.0 X 0 0 0 Tom Blasingame TD-Reservoir Description & Dynamics 1.0 X 0 0 0 J Roger Hite RD-Gulf Coast North America 1.0 X 0 0 0 Khalid Zainalabedin RD-Middle East 1.0 X 0 0 0 Darcy Spady RD-Canadian 1.0 X 0 0 0 Robert Garland RD-Eastern N America 1.0 X 0 0 0 Michael Tunstall RD-Mid Continent N America 1.0 X 0 0 0 Carlos Chalbaud RD-North Sea 1.0 X 0 0 0 Liu Zhenwu Director at Large 1.0 X 0 0 0 David Curry TD-Drilling & Completions 1.0 X 0 0 0 Howard Duhon TD-Facilities & Construction 1.0 X 0 0 0 Khaled Al-Buraik Director At-Large 1.0 X 0 0 0 Anton Ablaev RD-Russia & Caspian 1.0 X 0 0 0 Salis Aprilian RD-Southern Asia Pacific 1.0 X 0 0 0 Libby Einhorn RD-Southwestern North America 1.0 X 0 0 0 John Hoppe RD-South Asia 1.0 X 0 0 0 Anelise Lara RD-South America & Caribbean 1.0 X 0 0 0 Matthias Meister RD-South, Central & East Europe 1.0 X 0 0 0 Dan Hill DIRECTOR-ACADEMIA 1.0 X 0 0 0 Shauna Noonan TD-Production and Operations - Partial Year 1.0 X 0 0 0 Tom Walsh RD-Western North American- Partial Year 1.0 X 0 0 0 Ron Morris RD-Northern Asia Pacific - Partial Year 1.0 X 0 0 0 Mike Eberhard RD-Rocky Mountain N. America- Partial Year 1.0 X 0 0 0 Anthony Ogunkoya RD-Africa Region- Partial Year 1.0 X 0 0 0 Oliver Houze TD-Reservoir Description & Dynamics - Partial Year 1.0 X 0 0 0 Bryant Mueller RD-Gulf Coast North America- Partial Year 1.0 X 0 0 0 Fareed Abdulla RD Middle East- Partial Year 1.0 X 0 0 0 Glenda Smith VP - Communications 40.0 X 226500 0 22016 John Boden VP Information and Member Services 40.0 X 251115 0 39403 Steven Byrne CFO, Dir-Business Services 40.0 X 247923 0 37197 Stephen Graham Chief Operating Officer 40.0 X 358369 0 50319 Mark A Rubin CEO and Executive VP 40.0 X 482127 0 55605 Cordella Gillett Managing Director Asia Pacific 40.0 X 217302 0 30005 Saibal Mukherjee Director Information Technology 40.0 X 177926 0 34481 John Donnelly Director- Magazines 40.0 X 189937 0 37211 Jane Boyce MD-Member Services 40.0 X 205403 0 28928 Leigh Ann Runyan Managing Director - North America 40.0 X 214153 0 29780 Alphia Payne Manager Sales 40.0 X 273693 0 6537 Judy Johnston General Counsel 40.0 X 207713 0 21417 Craig Moritz Assistant Director - Americas Sales & Exhibition 40.0 X 242490 0 33290 Kirk Colligan Sr. Exhibit and Sponsorship Sales Representative 40.0 X 238954 0 10285 Jason Plotkin Exhibit & Sponsorship Sales Representative 40.0 X 202641 0 15974 3736246 0 452448 60 false true false UKP Worlwide Unit 18-19 Womal Park Buckinghamshire England UK HP189JX Journal of Petroleum Technology Intl Postage 1146703 Freeman Audio Visual Solutions PO Box 650519 Dallas TX 752650519 Conference Audio and Visual Solutions 944710 AuthX Consulting LLC 101 W 7th Street Richmond VA 23224 IT Services 787570 Freeman Companies PO Box 650036 DALLAS TX 752650036 Exhibition Management 725235 Personify PO Box 759470 Baltimore MD 212759470 Association Management System Consulting 642643 44 X 2989324 308824 3298148 MEETINGS 561000 25908417 25908417 PUBLICATIONS 541800 7190328 3192809 3997519 MEMBERS DUES/ASSESSMENTS 900099 7874595 7874595 US CHAPTER REVENUE 541800 4457739 4457739 MANAGEMENT FEES 900099 4031744 4031744 1199063 1199063 0 0 50661886 718404 8201 710203 419263 419263 0 0 4532748 3434731 1098017 0 1098017 1098017 1130723 211158 919565 919565 Other Revenue 900099 46593 46593 0 0 0 0 46593 57161876 47630525 4005720 2227483 2039616 2039616 339900 339900 2491413 1307577 1179446 4390 16815503 8825336 7960536 29631 1085458 569684 513861 1913 2612407 1371079 1236725 4603 1380015 724278 653306 2431 97718 0 97718 0 140523 0 140523 0 32748 32748 464121 243586 219717 818 175413 175413 595967 312783 282134 1050 437450 229588 207091 771 848505 445324 401686 1495 1271421 667284 601897 2240 8214849 8214849 3023576 1586873 1431375 5328 212051 111291 100386 374 PUBLICATIONS 6039443 6039443 U.S. SECTIONS EXPENSES 3623883 2836947 786936 DUES & MEMBERS PROGRAMS 5471333 5471333 Global Training 504119 504119 2757960 1544459 1209001 4500 60675392 43385349 17230499 59544 600 600 3648713 905045 6431858 5694750 0 0 1846665 1948576 1524466 2014872 28999945 12769006 15996711 16230939 34388292 29823299 1670000 1740250 0 13894863 11061135 79402168 69419466 12717842 12225361 16644943 12401620 0 0 29362785 24626981 X 48190245 43366860 1272354 848841 576784 576784 50039383 44792485 79402168 69419466 X -3513516 -1964375 230993 X false true X true false X 178564 1804074 2703264 3434812 3298148 11418862 48320488 49993630 58107206 46858679 47583932 250863935 0 0 0 48499052 51797704 60810470 50293491 50882080 262282797 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 262282797 816490 1029141 884637 1337562 1137667 5205497 0 816490 1029141 884637 1337562 1137667 5205497 223966 1139177 1101222 627177 897 3092439 329424 113839 37161 62017 46593 589034 49868932 54079861 62833490 52320247 52067237 271169767 0.9672 0.9669 0.0192 0.0188 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 329424.0, COLUMN B - 113839.0, COLUMN C - 37161.0, COLUMN D - 62017.0, COLUMN E - 46593.0, COLUMN F - 589034.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1085675 1085675 10243012 1726801 8516211 17671258 11042205 6629053 16230939 Interest in Net Assets of Related Foundation 11061135 Website Development Costs 11061135 true East Asia and the Pacific 1 36 Program Services MEETINGS AND TRAINING COURSES 283011 Europe (Including Iceland and Greenland) 0 0 Grantmaking 70000 Middle East and North Africa 0 0 Grantmaking 39900 North America (Canada & Mexico only) 0 0 Grantmaking 30000 Russia and Neighboring States 0 0 Grantmaking 40000 South America 0 0 Program Services SPE Brazil 786757 South Asia 0 0 Grantmaking 45000 Sub-Saharan Africa 0 0 Grantmaking 45000 East Asia and the Pacific 0 0 Grantmaking 32500 South America 0 0 Grantmaking 37500 1 36 0 0 1 36 1409668 0 1409668 SCHOLARSHIPS East Asia and the Pacific 9 32500 SCHOLARSHIPS South Asia 12 45000 SCHOLARSHIPS Europe (Including Iceland and Greenland) 18 70000 SCHOLARSHIPS Middle East and North Africa 11 39900 SCHOLARSHIPS North America (Canada & Mexico only) 4 30000 SCHOLARSHIPS Russia and Neighboring States 11 40000 SCHOLARSHIPS South America 10 37500 SCHOLARSHIPS Sub-Saharan Africa 12 45000 false false true false false false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds Scholarships and grants made outside the united states are provided to recipients based upon stated qualifications and are monitored through required submission of grades and proof of enrollments. Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS Scholarships and grants made outside the united states are provided to recipients based upon stated qualifications and are monitored through required submission of grades and proof of enrollments. true SCHOLARSHIPS 47 242100 SECTION SCHOLARSHIPS 669 1797516 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. SCHOLARSHIPS ARE PROVIDED TO RECIPIENTS BASED UPON STATED QUALIFICATIONS, AND ARE MONITORED THROUGH REQUIRED SUBMISSION OF GRADES AND PROOF OF ENROLLMENT. X true true X X X false false false false false false false true false Glenda Smith VP - Communications 201722 0 24500 0 278 0 13332 0 8684 0 248516 0 0 0 John Boden VP Information and Member Services 217518 0 33500 0 97 0 14363 0 25040 0 290518 0 0 0 Steven Byrne CFO, Dir-Business Services 222775 0 25000 0 148 0 14713 0 22484 0 285120 0 0 0 Stephen Graham Chief Operating Officer 318091 0 40000 0 278 0 21012 0 29307 0 408688 0 0 0 Mark A Rubin CEO and Executive VP 418739 0 63110 0 278 0 26400 0 29205 0 537732 0 0 0 Cordella Gillett Managing Director Asia Pacific 187508 0 29733 0 61 0 12379 0 17626 0 247307 0 0 0 Saibal Mukherjee Director Information Technology 167907 0 9871 0 148 0 11092 0 23389 0 212407 0 0 0 John Donnelly Director- Magazines 170513 0 19146 0 278 0 11272 0 25939 0 227148 0 0 0 Jane Boyce MD-Member Services 179589 0 25387 0 427 0 11881 0 17047 0 234331 0 0 0 Leigh Ann Runyan Managing Director - North America 192960 0 21096 0 97 0 12742 0 17038 0 243933 0 0 0 Alphia Payne Manager Sales 96664 0 176543 0 486 0 6430 0 107 0 280230 0 0 0 Judy Johnston General Counsel 192402 0 15033 0 278 0 12717 0 8700 0 229130 0 0 0 Craig Moritz Assistant Director - Americas Sales & Exhibition 231782 0 10560 0 148 0 14438 0 18852 0 275780 0 0 0 Kirk Colligan Sr. Exhibit and Sponsorship Sales Representative 60414 0 178519 0 21 0 6075 0 4210 0 249239 0 0 0 Jason Plotkin Exhibit & Sponsorship Sales Representative 52660 0 149979 0 2 0 8040 0 7934 0 218615 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel There is no charter travel. Directors are allowed to fly business class or first class for flights that exceed 8 hours. Senior managers can fly first or business class if the flight is over 10 hours. This is not treated as taxable income to the individual. Schedule J, Part I, Line 7 Non-fixed payments BONUS PAYMENTS ARE MADE BASED ON EXECUTIVES PERFORMANCE AGAINST THE INDIVIDUAL'S ANNUAL GOALS. A DISCRETIONARY COMPONENT MAY BE ADDED TO THE BONUS. BONUSES ARE REVIEWED BY THE COMPENSATION COMMITTEE. Form 990, Part VI, Line 15b Compensation of other Officers and Key Employees The SPE Compensation Committee annually reviews and approves salary increases for the Executive Team, which includes the CEO, COO, CFO, VP of Communications, VP of Sales and Marketing and VP of IT and Member Services. OFFICER COMPENSATION WAS REVIEWED IN THE FISCAL YEAR AND APPROVED BY THE GOVERNING BODY. While the Compensation Committee and Governing Body review and approve compensation for the positions listed above, COMPARABLE COMPENSATION INFORMATION WAS NOT USED FOR OFFICERS and Key employees. THE RESULTS OF THE REVIEW WERE CONTEMPORANEOUSLY DOCUMENTED. Form 990, Part VI, Line 6 Classes of members or stockholders The organization is organized as a nonprofit with members who, pursuant to the organization's governing documents, have the right to participate in the organization's governance. THE MEMBER RIGHTS INCLUDE: 1) TO BE REPRESENTED IN AND TO PARTICIPATE IN, THE WORK OF THE SOCIETY WITH THE RIGHT TO VOTE; 2) TO STAND FOR ELECTION, AND TO NOMINATE CANDIDATES, TO SECTION A, ALL OFFICIAL BODIES OF THE SOCIETY; 3) TO SUBMIT PROPOSALS TO THE SOCIETY AND TO OTHER BODIES OF THE SOCIETY; and 4) TO ASSEMBLE IN SECTIONS OR CHAPTERS FOR THE ENJOYMENT OF THE INDIVIDUAL MEMBERS. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body See Narrative for Form 990, Part VI, Line 6 Form 990, Part VI, Line 11b Review of form 990 by governing body THE ORGANIZATION'S FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITH THE IRS; THE RETURN IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM, CROWE HORWATH LLP, AND IS REVIEWED BY THE ORGANIZATION'S CFO. THE BOARD MEMBER SERVING AS VP OF FINANCE REVIEWS THE FORM 990 ON BEHALF OF THE AUDIT COMMITTEE. PRIOR TO FILING WITH THE IRS THE BOARD IS PROVIDED A COPY OF THE FINAL FORM 990 VIA POSTING TO THE BOARD WEBPORTAL. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION REGULARLY AND CONSISTENTLY ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY VIA ITS INTERNAL AUDIT PROCESSES. THE INTERNAL AUDIT DEPARTMENT MONITORS THE CONTRACTING AND DISBURSEMENT PROCESS TO ENSURE THAT NO CONTRACTS ARE ISSUED, OR PAYMENTS MADE, TO PERSONS OR ENTITIES THAT WOULD HAVE A CONFLICT OF INTEREST. SPE HAS A POLICY PROHIBITING CONFLICTS OF INTEREST. BOARD MEMBERS AND DIRECTORS OF THE ORGANIZATION ARE AWARE OF THE POLICY AND HAVE AGREED TO ABIDE BY IT. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE SPE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, ALL WHICH ARE INDEPENDENT, annually REVIEWS and approves ALL SALARY INCREASES FOR EXECUTIVE DIRECTOR AND STAFF DIRECTORS BASED ON SURVEY DATA. THE RESULTS OF THE DELIBERATIONS ARE DOCUMENTED contemporaneously BY THE COMMITTEE. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. Form 990, Part VIII, Line 2f Other Program Service Revenue Training - Total Revenue: 775228, Related or Exempt Function Revenue: 775228, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Spe.org - Total Revenue: 423835, Related or Exempt Function Revenue: 423835, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in Net Asset of Related Foundation - -694662; Equity Translation Adjustment - 431855; Capital Adjustment SPE Brasil - -601; Section Net Surplus Adjustment - 494401; SPE EUROPE LTD 40/44 CLIPSTONE STREET LONDON UK W1W5DW EUROPE REGIONAL OFFICE OF SPE UK 501(c)(3 SOCIETY OF PETROLEUM ENGINEERS STICHTING false SPE CANADA 900 521 3RD AVENUE SW CALGARY ALBERTA CA T2P3T3 CANADA REGIONAL OFFICE OF SPE CA 501(c)(3 SOCIETY OF PETROLEUM ENGINEERS STICHTING false SPE MIDDLE EAST 31ST FLOOR FORTUNE TOWER JLT DUBAI AE MIDDLE EAST, NORTH AFRICA, SOUTH ASIA REGIONAL OFFICE OF SPE AE 501(c)(3 SOCIETY OF PETROLEUM ENGINEERS STICHTING false SPE MALAYSIA LEVEL 35 GARDENS SOUTH TOWER KUALA LUMPUR MY MALAYSIA REGIONAL OFFICE OF SPE MY SOCIETY OF PETROLEUM ENGINEERS STICHTING C Corporation 0 false SPE BRASIL EVENTOS LTDA RUA TEIXEIRA DE FREITAS 31 RIO DE JANEIRO CEP BR 20021902 EVENTS AND CONFERENCES BR SOCIETY OF PETROLEUM ENGINEERS INC C Corporation -124603 786757 0.999 true false false true false false false false false false false false true true false false true true false true