2016-02-11T12:00:10-06:00 2015-03-31 350921680 CROWE HORWATH LLP 750 N St Paul Suite 850 Dallas TX 75201 990 2014-04-01 752001539 Society of Petroleum Engineers Inc SOCI 9729529393 222 Palisades Creek Drive Richardson TX 75080 Steven Byrne CFO 2016-02-11 true RACHEL SPURLOCK P00520729 2147775200 2014 2016-04-25 22:37:26Z Mark A Rubin 222 Palisades Creek Drive Richardson TX 75080 57643735 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 29 282 100 5597767 626177 2703264 3434812 63987249 51420967 1076518 988690 1133037 1454633 68900068 57299102 2468842 2637805 0 0 22900628 25370619 0 0 48094 39609846 35792526 64979316 63800950 3920752 -6501848 75952387 79402168 22175392 29362785 53776995 50039383 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 46389788 2637805 46920696 THE SOCIETY OF PETROLEUM ENGINEERS (SPE) SERVES NEARLY 125,000 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. 46389788 true true 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 282 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 Jeff Spath Past President 1.00 X X 0 0 0 Janeen Judah VP-Finance 1.00 X X 0 0 0 Egbert Imomoh Past President (Partial Year) 1.00 X X 0 0 0 Helge Haldorsen President 1.00 X X 0 0 0 Nathan Meehan President Elect 1.00 X X 0 0 0 Roland Moreau TD-Health, Safety, Sec, Envir (Partial Yr) 1.00 X 0 0 0 Shauna Noonan TD-Production and Operations 1.00 X 0 0 0 Mohammed Al-Qahtani Director at Large (Partial Year) 1.00 X 0 0 0 Tom Walsh RD-Western North America 1.00 X 0 0 0 Nestor Saavedra RD-South America & Caribbean (Partial Year) 1.00 X 0 0 0 Peter Schrenkel RD-Southwest North America (Partial Year) 1.00 X 0 0 0 Andrey Gladkov RD-Russia and Caspian (Partial Year) 1.00 X 0 0 0 Maurizio Rampoldi RD-South Central and East Europe (Partial Year) 1.00 X 0 0 0 Ron Morris RD-Northern Asia Pacific 1.00 X 0 0 0 John Boardman RD-Southern Asia Pacific (Partial Year) 1.00 X 0 0 0 Mike Eberhard RD-Rocky Mountain N America 1.00 X 0 0 0 Cindy Reece TD-Management Information (Partial Year) 1.00 X 0 0 0 Anthony Ogunkoya RD-Africa Region 1.00 X 0 0 0 Sudhir Vasudeva RD-South Asia (Partial Year) 1.00 X 0 0 0 Olivier Houze TD-Reservoir Description & Dynamics 1.00 X 0 0 0 Bryant Mueller RD-Gulf Coast North America 1.00 X 0 0 0 Fareed Abdulla RD-Middle East 1.00 X 0 0 0 Darcy Spady RD-Canadian 1.00 X 0 0 0 Robert Garland RD-Eastern N America 1.00 X 0 0 0 Michael Tunstall RD-Mid Continent N America 1.00 X 0 0 0 Carlos Chalbaud RD-North Sea 1.00 X 0 0 0 Zhenwu Liu Director at Large 1.00 X 0 0 0 David Curry TD-Drilling & Completions 1.00 X 0 0 0 Howard Duhon TD-Facilities & Construction 1.00 X 0 0 0 Trey Shaffer TD Health, Safety, Sec, Env 1.00 X 0 0 0 JC Cunha TD-Management & Information 1.00 X 0 0 0 Khaled Al-Buraik Director At-Large 1.00 X 0 0 0 Anton Ablaev RD-Russia & Caspian 1.00 X 0 0 0 Salis Aprilian RD-Southern Asia Pacific 1.00 X 0 0 0 Libby Einhorn RD-Southwestern North America 1.00 X 0 0 0 John Hoppe RD-South Asia 1.00 X 0 0 0 Anelise Lara RD-South America & Caribbean 1.00 X 0 0 0 Matthias Meister RD-South, Central & East Europe 1.00 X 0 0 0 Dan Hill DIRECTOR-ACADEMIA 1.00 X 0 0 0 Georgeann Bilich VP -Communications 40.00 X 112984 0 9508 Mark A Rubin Executive Director 40.00 X 439414 0 45972 Stephen L Graham COO 40.00 X 322124 0 45232 Steven Byrne CFO, Dir-Business Services 40.00 X 218308 0 35332 Glenda Smith MD-Strategy & Innovation 40.00 X 200689 0 20974 Jane Boyce MD-Member Services 40.00 X 166883 0 29673 Cordella Gillette MD-Asia Pacific 40.00 X 235686 0 29961 Leigh Ann Runyan Managing Director - North America 40.00 X 182422 0 29708 John Donnelly Director Magazines and Web Content 40.00 X 172759 0 36403 Alphia Payne Manager Sales 40.00 X 209004 0 6040 Vernon Leonard AD - Global Training 40.00 X 181339 0 11841 Suzette Lawniczak AD-Org Development 40.00 X 172899 0 18881 Craig Moritz Assistant Director - Americas Sales & Exhibition 40.00 X 252802 0 28910 Judy Johnston General Counsel 40.00 X 201575 0 20188 John Boden VP-Member and Information Services 40.00 X 166883 0 33536 3235771 0 402159 44 false true false Freeman Audio Visual Solutions POBox 650519 Dallas TX 752650519 Exhibition Management 1191377 Personify PO Box 759470 Baltimore MD 212759470 Assoication Management System Consulting 911335 Trend Offset Printing Services FIle 51121 Los Angeles CA 900741121 Journal Printing Services 580843 Technologent PO Box 843838 DALLAS TX 752843838 TECHNOLOGY CONSULTING 529829 Millet the Printer 1000 South Ervay St Dallas TX 75201 Printing 432953 14 X 3362634 72178 3434812 MEETINGS 561000 21285632 21285632 PUBLICATIONS 541800 9096432 3498665 5597767 MEMBERS DUES/ASSESSMENTS 900099 7832306 7832306 US CHAPTER REVENUE 541800 6464911 6464911 MANAGEMENT FEES 900099 4959315 4959315 1782371 1782371 0 0 51420967 980425 980425 357137 357137 0 0 34244 25979 8265 0 8265 8265 1354133 318654 1035479 1035479 Other Revenue 900099 62017 62017 0 0 0 0 62017 57299102 46920696 5597767 1345827 2363305 2363305 274500 274500 1653572 896652 754686 2234 18676780 10127517 8524030 25233 1027832 557343 469100 1389 2531951 1372955 1155575 3421 1480484 802795 675689 2000 103598 56176 47282 140 127321 69040 58109 172 34250 34250 789130 427907 360157 1066 316665 316665 773052 419189 352819 1044 533130 289091 243319 720 1017091 551519 464198 1374 1839597 997525 839587 2485 7372068 7372068 3088601 1674799 1409629 4173 79382 43045 36230 107 PUBLICATIONS 4565522 4565522 U.S. SECTIONS EXPENSES 4290064 3524672 765392 DUES & MEMBERS PROGRAMS 5732592 5732592 Global Training 931761 931761 4198702 3339815 856351 2536 63800950 46389788 17363068 48094 600 600 2190599 3648713 6408358 6431858 0 0 1808671 1846665 1619338 1524466 24579807 8583096 18150030 15996711 31803901 34388292 1183568 1670000 0 12787322 13894863 75952387 79402168 10357158 12717842 11818234 16644943 0 0 0 22175392 29362785 X 51988533 48190245 1411678 1272354 376784 576784 53776995 50039383 75952387 79402168 X -6501848 1669987 1094249 X false true X true false X 939161 178564 1804074 2703264 3434812 9059875 41209446 48320488 49993630 58107206 46858679 244489449 42148607 48499052 51797704 60810470 50293491 253549324 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 253549324 866773 816490 1029141 884637 1337562 4934603 866773 816490 1029141 884637 1337562 4934603 223966 1139177 1101222 627177 3091542 99414 329424 113839 37161 62017 641855 43114794 49868932 54079861 62833490 52320247 262217324 0.9669 0.9640 0.0188 0.0180 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 99414.0, COLUMN B - 329424.0, COLUMN C - 113839.0, COLUMN D - 37161.0, COLUMN E - 62017.0, COLUMN F - 641855.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1085675 1085675 10243012 1275719 8967293 140232 46260 93972 12998370 7261117 5737253 112518 112518 15996711 Interest in Net Assets of Related Foundation 12005797 Website Development Costs 1889066 13894863 true East Asia and the Pacific 1 45 Program Services MEETINGS AND TRAINING COURSES 374992 Europe (Including Iceland and Greenland) 0 0 Grantmaking 50000 Middle East and North Africa 0 0 Grantmaking 34500 North America (Canada & Mexico only) 0 0 Grantmaking 15000 Russia and Neighboring States 0 0 Grantmaking 32500 South America Program Services SPE Brazil 1097736 South Asia 0 0 Grantmaking 15000 Sub-Saharan Africa 0 0 Grantmaking 32500 East Asia and the Pacific 0 0 Grantmaking 67500 South America 0 0 Grantmaking 27500 1 45 0 0 1 45 1747228 0 1747228 SCHOLARSHIPS East Asia and the Pacific 18 67500 SCHOLARSHIPS South Asia 4 15000 SCHOLARSHIPS Europe (Including Iceland and Greenland) 12 50000 SCHOLARSHIPS Middle East and North Africa 12 34500 SCHOLARSHIPS North America (Canada & Mexico only) 2 15000 SCHOLARSHIPS Russia and Neighboring States 8 32500 SCHOLARSHIPS South America 7 27500 SCHOLARSHIPS Sub-Saharan Africa 9 32500 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 48 239900 SECTION SCHOLARSHIPS 667 2123405 Schedule I, Part I, Line 2 Description Of Procedure 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. 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 X X X false false false false false false false true false John Boden VP-Member and Information Services 166883 0 0 0 0 0 10408 0 23128 0 200419 0 0 0 Mark A Rubin Executive Director 382026 0 57000 0 388 0 16935 0 29037 0 485386 0 0 0 Stephen L Graham COO 287036 0 34700 0 388 0 17160 0 28072 0 367356 0 0 0 Steven Byrne CFO, Dir-Business Services 196305 0 21900 0 103 0 13505 0 21827 0 253640 0 0 0 Glenda Smith MD-Strategy & Innovation 179111 0 21320 0 258 0 11974 0 9000 0 221663 0 0 0 Jane Boyce MD-Member Services 144458 0 22118 0 307 0 11074 0 18599 0 196556 0 0 0 Cordella Gillette MD-Asia Pacific 219841 0 15845 0 0 0 12335 0 17626 0 265647 0 29961 0 Leigh Ann Runyan Managing Director - North America 175038 0 7200 0 184 0 11970 0 17738 0 212130 0 0 0 John Donnelly Director Magazines and Web Content 150671 0 21700 0 388 0 10514 0 25889 0 209162 0 0 0 Alphia Payne Manager Sales 205449 0 3158 0 397 0 5933 0 107 0 215044 0 0 0 Vernon Leonard AD - Global Training 158416 0 21756 0 1167 0 10541 0 1300 0 193180 0 0 0 Suzette Lawniczak AD-Org Development 157101 0 15540 0 258 0 10481 0 8400 0 191780 0 0 0 Craig Moritz Assistant Director - Americas Sales & Exhibition 245165 0 7400 0 237 0 10245 0 18665 0 281712 0 0 0 Judy Johnston General Counsel 177672 0 23625 0 278 0 11688 0 8500 0 221763 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 Global Training - Total Revenue: 1474538, Related or Exempt Function Revenue: 1474538, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Marketing Research - Total Revenue: 36125, Related or Exempt Function Revenue: 36125, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; SPE.org - Total Revenue: 271708, Related or Exempt Function Revenue: 271708, 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 Assets of Related Foundation - 795926; Equity Translation Adjustment - 350366; Capital Adjust SPE Brasil - -601; Chapter Net Revenue - -51442; SPE EUROPE LTD EUROPE REGIONAL OFFICE OF SPE UK 501(c)(3 Type I SOCIETY OF PETROLEUM ENGINEERS STICHTING false SPE CANADA CANADA REGIONAL OFFICE OF SPE CA 501(c)(3 Type I SOCIETY OF PETROLEUM ENGINEERS STICHTING false SPE MIDDLE EAST MIDDLE EAST, NORTH AFRICA, SOUTH ASIA REGIONAL OFFICE OF SPE AE 501(c)(3 Type I SOCIETY OF PETROLEUM ENGINEERS STICHTING false SPE MALAYSIA MALAYSIA REGIONAL OFFICE OF SPE MY SOCIETY OF PETROLEUM ENGINEERS STICHTING C Corporation 0 0 0 false SPE BRASIL EVENTOS LTDA EVENTS AND CONFERENCES BR SOCIETY OF PETROLEUM ENGINEERS INC C Corporation 0 1097736 0.999 true false false true false false false false false false false false true true false false false true false true SPE BRASIL EVENTOS LTDA S 155892 FMV