SAE INTERNATIONAL: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SAE INTERNATIONAL (EIN 25-1494402)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201523179349306007
- Schema version
- 2014v5.0
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T13:17:54-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 339 SIXTH AVE 8TH FL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251494402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAE INTERNATIONAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DANA PLESS | InCareOfNm |
| Business Name Control | SAEI | BusinessNameControlTxt |
| Phone | 7247764841 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 COMMONWEALTH DRIVE | AddressLine1Txt |
| City | WARRENDALE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15096 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID L SCHUTT | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7247764841 | PhoneNum |
| Signature | 2015-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBEKUH A ELEY | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 4122812501 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID L SCHUTT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 COMMONWEALTH DRIVE | AddressLine1Txt |
| City | WARRENDALE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 150960001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $108,051,438 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1905 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 261 | TotalEmployeeCnt |
| Total Volunteers | 50811 | TotalVolunteersCnt |
| Total Gross UBI | $4,037,848 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $590,882 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,477,226 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,991,734 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $48,434,958 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $42,569,485 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,473,306 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,628,406 | CYInvestmentIncomeAmt |
| PY Other Revenue | $356,578 | PYOtherRevenueAmt |
| CY Other Revenue | $16,721,286 | CYOtherRevenueAmt |
| PY Total Revenue | $57,742,068 | PYTotalRevenueAmt |
| CY Total Revenue | $69,910,911 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $274,064 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $180,250 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,830,175 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,849,101 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $47,889 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $31,467,576 | PYOtherExpensesAmt |
| CY Other Expenses | $33,687,655 | CYOtherExpensesAmt |
| PY Total Expenses | $56,571,815 | PYTotalExpensesAmt |
| CY Total Expenses | $63,717,006 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,170,253 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,193,905 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $86,918,856 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,818,318 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $44,839,682 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $53,129,095 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,079,174 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,689,223 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SAE INTERNATIONAL IS A TECHNICAL SOCIETY AIMED AT DEVELOPING, COLLECTING, AND DISSEMINATING, ON A WORLDWIDE BASIS, THE KNOWLEDGE OF MOBILITY TECHNOLOGIES IN ORDER TO ADVANCE THESE FIELDS AND THEIR PRACTICIONERS IN A MANNER WHICH SERVES HUMANITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $10,812,196 | ExpenseAmt |
| Revenue | $15,775,047 | RevenueAmt |
| Desc | MAGAZINES AND PUBLICATIONS- PUBLICATION OF AUTOMOTIVE ENGINEERING, AEROSPACE ENGINEERING AND OFF-HIGHWAY MAGAZINES WITH VARIOUS SUPPLEMENTS, AS WELL AS, PUBLICATION OF BOOKS, TECHNICAL PAPERS, AND STANDARDS FOR THE FIELD OF MOBILITY ENGINEERING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $35,072,056 | ExpenseAmt |
| Grant | $180,250 | GrantAmt |
| Revenue | $26,794,438 | RevenueAmt |
| Desc | ENGINEERING ACTIVITIES- NATIONAL AND INTERNATIONAL MEETINGS, CONFERENCES & EXHIBITS, STANDARD DEVELOPMENT PROGRAM, LUBRICANT REVIEW PROGRAM, PROFESSIONAL DEVELOPMENT SEMINARS, COOPERATIVE RESEARCH PROGRAM AND PURCHASE OF REFERENCE MATERIALS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,278,123 | ExpenseAmt |
| Desc | MEMBER RELATIONS- ADMINISTRATION OF SECTION ACTIVITES, LEADERSHIP CONFERENCE FOR SECTION OFFICERS, PROCESSING AND EVALUATING MEMBER APPLICATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,658,686 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $49,821,061 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 298 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 261 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA PLESS | PersonNm |
| Phone | 7247764841 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 COMMONWEALTH DRIVE | AddressLine1Txt |
| City | WARRENDALE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15096 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD GREAVES PHD | |||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| YOSHIO KAWAKAMI | |||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHARON MORGAN | |||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Paul Brothers | |||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Srinivasa R SRINATH PHD | |||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Arun Kumar Jaura | |||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Louis Kratz | |||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID L SCHUTT PHD | |||||||||
| CEO | 40.0 | 0.0 | Yes (X) | $527,681 | $0 | $108,439 | Yes (X) | ||
| Daniel M Hancock | |||||||||
| PRESIDENT | 20.0 | 0.0 | Yes (X) | $20,174 | $0 | $0 | Yes (X) | ||
| GREGORY E SAUNDERS | |||||||||
| VP AEROSPACE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Jeff Hemphill | |||||||||
| VP AUTOMOTIVE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RONALD G RATH | |||||||||
| TREASURER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBERT L IRELAND | |||||||||
| ASSISTANT TREASURER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Patrick Leteinturier | |||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID J GORSICH PHD | |||||||||
| FORMER DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS STOVER | |||||||||
| VP COMMERICAL VECHICLE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DANIEL BASCH | |||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ALBA L COLON | |||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAY MELDRUM | |||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER MYERS | |||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY L BRADLEY ESQ | |||||||||
| SECRETARY | 40.0 | 0.0 | $250,052 | $0 | $45,188 | Yes (X) | |||
| DANA M PLESS | |||||||||
| CFO | 40.0 | 0.0 | $201,195 | $0 | $74,182 | Yes (X) | |||
| ANDREW SMART | |||||||||
| Director, Society and Industry | 40.0 | 0.0 | $240,614 | $0 | $40,535 | Yes (X) | |||
| SCOTT R SWARD | |||||||||
| DIR, SALES, MKTG, GL | 40.0 | 0.0 | $218,645 | $0 | $37,068 | Yes (X) | |||
| THOMAS J DROZDA | |||||||||
| Director, Pubs and B | 40.0 | 0.0 | $273,633 | $0 | $78,930 | Yes (X) | |||
| GARY S SCHKADE | |||||||||
| Mgr., Asia-Pacific B | 40.0 | 0.0 | $474,018 | $0 | $68,694 | Yes (X) | |||
| Jack Pokrzywa | |||||||||
| BUL - Ground Vehicle | 40.0 | 0.0 | $155,200 | $0 | $58,329 | Yes (X) | |||
| WILLIAM CARIELLO | |||||||||
| MANAGER, WEB STRATEGY OPERATIO | 40.0 | 0.0 | $157,948 | $0 | $29,676 | Yes (X) | |||
| KEVIN JOST | |||||||||
| EDITORIAL DIRECTOR | 40.0 | 0.0 | $156,505 | $0 | $30,294 | Yes (X) | |||
| DAVID PORRECA | |||||||||
| MANAGER, STRATEGIC PARTNERSHIP | 40.0 | 0.0 | $151,249 | $0 | $54,765 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,826,914 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $626,100 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 54 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SIGMA RESOURCES LLC | |||||
| 7950 SALTSBURG RD STE 200 | PITTSBURGH | PA | 15239 | IT CONSULTING | $2,456,324 |
| PERFORMANCE REVIEW INSTITUTE | |||||
| 161 THORN HILL ROAD | WARRENDALE | PA | 15086 | TECHNICAL CONSU | $413,442 |
| PRECISION ELECTRICAL CONTRACTORS | |||||
| 2403 SIDNEY ST STE 125 | PITTSBURGH | PA | 15203 | GENERAL CONTRAC | $468,959 |
| HYPERMEDIA SOLUTIONS LLC | |||||
| 233 PARK AVE SOUTH 2ND FLOOR | NEW YORK | NY | 10003 | BRANDING CONSUL | $1,076,081 |
| RICOH USA INC | |||||
| PO BOX 534777 | ATLANTA | GA | 303534777 | COPYING & MAILI | $343,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,876,106 | MembershipDuesAmt |
| Fundraising | $285,000 | FundraisingAmt |
| Government Grants | $2,154,931 | GovernmentGrantsAmt |
| All Other Contributions | $2,675,697 | AllOtherContributionsAmt |
| Total Contributions | $7,991,734 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEETINGS AND CONFERENCES | 541800 | $22,659,013 | $22,659,013 | |
| MAGAZINES | 541800 | $3,318,495 | $228,636 | $3,089,859 |
| PUBLICATION SALES | 541800 | $12,456,552 | $12,456,552 | |
| EDUCATIONAL SEMINARS | 541800 | $4,135,425 | $4,135,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $42,569,485 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,089,570 | TotalRevenueColumnAmt |
| Exclusion | $1,089,570 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,512,961 | TotalRevenueColumnAmt |
| Exclusion | $14,512,961 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $700,024 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $239,401 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $460,623 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $460,623 | TotalRevenueColumnAmt |
| Exclusion | $460,623 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,339,854 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,801,018 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,538,836 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,538,836 | TotalRevenueColumnAmt |
| Exclusion | $1,538,836 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $98,200 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $285,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $100,108 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,908 | TotalRevenueColumnAmt |
| Exclusion | -$1,908 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT AND ADMINISTRATIVE FEES | Desc |
| Business | 541990 | BusinessCd |
| Total Revenue Column | $1,749,610 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $947,989 | UnrelatedBusinessRevenueAmt |
| Exclusion | $801,621 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,749,610 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,910,911 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,479,626 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,037,848 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,401,703 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,850 | TotalAmt |
| Program Services | $135,850 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,300 | TotalAmt |
| Program Services | $13,300 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,100 | TotalAmt |
| Program Services | $31,100 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,731,994 | TotalAmt |
| Management And General | $1,731,994 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,154,550 | TotalAmt |
| Program Services | $15,314,355 | ProgramServicesAmt |
| Management And General | $1,809,570 | ManagementAndGeneralAmt |
| Fundraising | $30,625 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,441,508 | TotalAmt |
| Program Services | $2,790,584 | ProgramServicesAmt |
| Management And General | $645,344 | ManagementAndGeneralAmt |
| Fundraising | $5,580 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,268,405 | TotalAmt |
| Program Services | $4,742,872 | ProgramServicesAmt |
| Management And General | $1,521,995 | ManagementAndGeneralAmt |
| Fundraising | $3,538 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,252,644 | TotalAmt |
| Program Services | $987,359 | ProgramServicesAmt |
| Management And General | $263,311 | ManagementAndGeneralAmt |
| Fundraising | $1,974 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,490 | TotalAmt |
| Program Services | $68,485 | ProgramServicesAmt |
| Management And General | $256,005 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,625 | TotalAmt |
| Program Services | $69,577 | ProgramServicesAmt |
| Management And General | $57,048 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,464,096 | TotalAmt |
| Program Services | $5,556,367 | ProgramServicesAmt |
| Management And General | $3,907,729 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $527,645 | TotalAmt |
| Program Services | $527,645 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,874,899 | TotalAmt |
| Program Services | $3,431,960 | ProgramServicesAmt |
| Management And General | $442,723 | ManagementAndGeneralAmt |
| Fundraising | $216 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,635,611 | TotalAmt |
| Program Services | $2,597,599 | ProgramServicesAmt |
| Management And General | $38,012 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $977,570 | TotalAmt |
| Program Services | $977,570 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,009,237 | TotalAmt |
| Program Services | $2,005,858 | ProgramServicesAmt |
| Management And General | $3,379 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,442,600 | TotalAmt |
| Program Services | $2,037,719 | ProgramServicesAmt |
| Management And General | $402,364 | ManagementAndGeneralAmt |
| Fundraising | $2,517 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,688,686 | TotalAmt |
| Program Services | $5,686,584 | ProgramServicesAmt |
| Fundraising | $2,102 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,151 | TotalAmt |
| Management And General | $80,151 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,388 | TotalAmt |
| Program Services | $17,388 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,330,874 | TotalAmt |
| Program Services | $1,754,778 | ProgramServicesAmt |
| Management And General | $576,096 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,998 | TotalAmt |
| Program Services | $103,199 | ProgramServicesAmt |
| Management And General | $240,799 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT RENTAL AND MAINTENA | $2,084,573 | $1,064,069 | $1,020,504 | |
| PRINTING AND PUBLICATIONS | $1,946,928 | $1,636,076 | $309,515 | $1,337 |
| COMMISSIONS AND MARKETING | $88,259 | $88,259 | ||
| INCOME TAXES | $434,668 | $434,668 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$1,710,643 | TotalAmt |
| Program Services | -$1,817,492 | ProgramServicesAmt |
| Management And General | $106,849 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,717,006 | TotalAmt |
| Program Services | $49,821,061 | ProgramServicesAmt |
| Management And General | $13,848,056 | ManagementAndGeneralAmt |
| Fundraising | $47,889 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $660,306 | BOYAmt |
| EOY | $1,161,101 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,426,116 | BOYAmt |
| EOY | $4,846,014 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,218 | BOYAmt |
| EOY | $587,368 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,487,209 | BOYAmt |
| EOY | $2,677,262 | 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 | $883,259 | BOYAmt |
| EOY | $1,178,924 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,455,737 | BOYAmt |
| EOY | $1,678,026 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $40,250,139 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,445,722 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,060,942 | BOYAmt |
| EOY | $11,804,417 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,777,173 | BOYAmt |
| EOY | $49,322,381 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,348,416 | BOYAmt |
| EOY | $12,943,506 | 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 | $2,100,000 | BOYAmt |
| EOY | $2,000,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,701,480 | BOYAmt |
| EOY | $2,619,319 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,918,856 | BOYAmt |
| EOY | $90,818,318 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,161,350 | BOYAmt |
| EOY | $8,082,501 | 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 | $6,917,757 | BOYAmt |
| EOY | $8,640,446 | 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 | $6,789,264 | BOYAmt |
| EOY | $3,688,026 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,971,311 | BOYAmt |
| EOY | $32,718,122 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,839,682 | BOYAmt |
| EOY | $53,129,095 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,666,624 | BOYAmt |
| EOY | $23,058,794 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,086,995 | BOYAmt |
| EOY | $6,828,563 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,325,555 | BOYAmt |
| EOY | $7,801,866 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,079,174 | BOYAmt |
| EOY | $37,689,223 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,918,856 | BOYAmt |
| EOY | $90,818,318 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,193,905 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$288,722 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$10,295,134 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,515,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,857,478 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,681,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,477,226 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,991,734 | CurrentTaxYearAmt |
| Total | $28,523,413 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,515,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,857,478 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,681,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,477,226 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,991,734 | CurrentTaxYearAmt |
| Total | $28,523,413 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,523,413 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,428,823 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,754,714 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,938,484 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,429,155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,302,255 | CurrentTaxYearAmt |
| Total | $22,853,431 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $724,586 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,243,226 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,037,848 | CurrentTaxYearAmt |
| Total | $6,005,660 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $57,382,504 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $242,530,993 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.49707 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,103,983 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $48,141 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,152,124 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,048,098 | BeginningYearBalanceAmt |
| Contributions | $2,500 | ContributionsAmt |
| Investment Earnings Or Losses | $101,892 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $48,507 | OtherExpendituresAmt |
| End Year Balance | $1,103,983 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Minus2 Yr Endwmt Fund | CYMinus2YrEndwmtFundGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,866,110 | OtherCostOrOtherBasisAmt |
| Book Value | $1,866,110 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $19,510,021 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,185,004 | DepreciationAmt |
| Book Value | $6,325,017 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $136,445 | OtherCostOrOtherBasisAmt |
| Depreciation | $136,445 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $18,737,563 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,124,273 | DepreciationAmt |
| Book Value | $3,613,290 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $11,804,417 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ABP INTERNATIONAL, INC | $9,819,416 | C |
| INVESTMENT IN TECHAMERICA | $100,000 | C |
| INVESTMENT IN EFFECTIVE TRAINI | $1,524,090 | C |
| INVESTMENT IN SHANGHAI | $1,500,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,943,506 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED PENSION COSTS | $32,527,831 |
| SCHOLARSHIP COMMITMENT | $100,000 |
| OTHER LIABILITIES | $90,291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $32,718,122 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN A POSITION THAT IS UNCERTAIN. AN UNCERTAIN POSITION IS DEFINED AS ONE IN WHICH THERE IS A 50% OR GREATER LIKELIHOOD THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2014, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE ORGANIZATION HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt | EmployeeEmployeeCnt |
|---|---|---|---|---|---|
| North America | Program Services | Educational Seminars | $81,909 | ||
| East Asia and the Pacific | Program Services | Educational Seminars | $616,976 | 1 | 8 |
| Europe (Including Iceland and Greenland) | Program Services | Educational Seminars | $1,631,396 | 1 | 4 |
| South Asia | Program Services | Educational Seminars | $25,777 | ||
| Middle East and North Africa | Program Services | Educational Seminars | $15,214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 12 | SubtotalEmployeesCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Subtotal Spent | $2,371,272 | SubtotalSpentAmt |
| Total Spent | $2,371,272 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| EDUCATION | North America | 2 | $600 | WIRE TRANSFE | FMV |
| EDUCATION | East Asia and the Pacific | 4 | $3,500 | WIRE TRANSFE | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS OF GRANT FUNDS OUTSIDE OF THE UNITED STATES ARE DEEMED IMMATERIAL, THEREFORE, THERE ARE NO MONITORING PROCEDURES NECESSARY. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BANQUET | Event1Nm |
| Gross Receipts Event1 | $383,200 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $285,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $98,200 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,840 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $39,233 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $55,035 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $383,200 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $285,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $98,200 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,840 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $39,233 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $55,035 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $100,108 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,908 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MICHIGAN | ||||||||
| OFFICE OF FINANCIAL AID 2500 STUDE | BLDG 515 E JEFFERSON STREET | ANN ARBOR | MI | 481091316 | 386006309 | 501(C)(3) | $5,500 | AWARDS & SCHOLARSHIPS |
| KETTERING UNIVERSITY | ||||||||
| 1700 UNIVERSITY AVE | FLINT | MI | 48504 | 382410852 | 501(C)(3) | $5,500 | AWARDS & SCHOLARSHIPS | |
| OREGON STATE UNIVERSITY | ||||||||
| 208 KERR ADMIN | CORVALLIS | OR | 973312120 | 481278540 | 501(C)(3) | $10,250 | AWARDS & SCHOLARSHIPS | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 1029 VAUGHN ST | ANN ARBOR | MI | 48104 | 386006309 | 501(C)(3) | $5,750 | AWARDS & SCHOLARSHIPS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | AWARDS AND SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 22 | RecipientCnt |
| Cash Grant | $16,025 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Description of Procedure for Monitoring Use of Funds | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE SENT DIRECTLY TO THE SCHOOL RATHER THAN THE INDIVIDUAL; THEREFORE, MONITORING IS NOT REQUIRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | 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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREGORY L BRADLEY ESQ | ||||||||||||||
| SECRETARY | $228,490 | $0 | $21,562 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $250,052 | $0 | $0 | $0 |
| ANDREW SMART | ||||||||||||||
| Director, Society and Industry | $215,098 | $0 | $23,870 | $0 | $1,646 | $0 | $0 | $0 | $0 | $0 | $240,614 | $0 | $0 | $0 |
| GARY S SCHKADE | ||||||||||||||
| Mgr., Asia-Pacific B | $161,967 | $0 | $21,000 | $0 | $291,051 | $0 | $0 | $0 | $0 | $0 | $474,018 | $0 | $0 | $0 |
| SCOTT R SWARD | ||||||||||||||
| DIR, SALES, MKTG, GL | $194,872 | $0 | $23,773 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $218,645 | $0 | $0 | $0 |
| THOMAS J DROZDA | ||||||||||||||
| Director, Pubs and B | $238,163 | $0 | $27,689 | $0 | $7,781 | $0 | $0 | $0 | $0 | $0 | $273,633 | $0 | $0 | $0 |
| DAVID L SCHUTT PHD | ||||||||||||||
| CEO | $450,000 | $0 | $74,375 | $0 | $3,306 | $0 | $0 | $0 | $0 | $0 | $527,681 | $0 | $0 | $0 |
| DANA M PLESS | ||||||||||||||
| CFO | $181,858 | $0 | $14,831 | $0 | $4,506 | $0 | $0 | $0 | $0 | $0 | $201,195 | $0 | $0 | $0 |
| Jack Pokrzywa | ||||||||||||||
| BUL - Ground Vehicle | $145,472 | $0 | $9,728 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $155,200 | $0 | $0 | $0 |
| WILLIAM CARIELLO | ||||||||||||||
| MANAGER, WEB STRATEGY OPERATIO | $136,454 | $0 | $21,494 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $157,948 | $0 | $0 | $0 |
| KEVIN JOST | ||||||||||||||
| EDITORIAL DIRECTOR | $146,773 | $0 | $9,732 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $156,505 | $0 | $0 | $0 |
| DAVID PORRECA | ||||||||||||||
| MANAGER, STRATEGIC PARTNERSHIP | $148,676 | $0 | $1,000 | $0 | $1,573 | $0 | $0 | $0 | $0 | $0 | $151,249 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | EXPLANATION: TWO OFFICERS WERE PROVIDED SPOUSAL TRAVEL, ONE OFFICER WAS PROVIDED SOCIAL CLUB DUES, AND ONE EMPLOYEE (EXPAT) WAS PROVIDED TAX INDEMNIFICATION AND GROSS UP PAYMENTS, AND A HOUSING ALLOWANCE. THESE BENEFITS ARE ALL TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 4B | SAE INTERNATIONAL MADE A PAYMENT OF $42,338 TO A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. |
| PART I, LINE 5 | BOTH ANNUAL FINANCIAL AND OPERATIONAL TARGETS WERE SET FOR SAE INTERNATIONAL BASED ON THE PERFORMANCE AGAINST THESE FINANCIAL TARGETS, INCENTIVE COMPENSATION WAS ACCRUED AND AWARDED TO RELEVANT MEMBERS OF THE EXECUTIVE MANAGEMENT COUNCIL (EMC). |
| PART I, LINE 6 | BOTH ANNUAL FINANCIAL AND OPERATIONAL TARGETS WERE SET FOR SAE INTERNATIONAL BASED ON THE PERFORMANCE AGAINST THESE FINANCIAL TARGETS. INCENTIVE COMPENSATION WAS ACCRUED AND AWARDED TO RELEVANT MEMBERS OF THE EMC. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | SAE IS A TECHNICAL SOCIETY AIMED AT DEVELOPING, COLLECTING, AND DISSEMINATING, ON A WORLDWIDE BASIS, THE KNOWLEDGE OF MOBILITY TECHNOLOGIES IN ORDER TO ADVANCE THESE FIELDS AND THEIR PRACTICIONERS IN A MANNER WHICH SERVES HUMANITY. |
| FORM 990, PART III, LINE 4D | SAE FOUNDATION- ADMINISTRATION OF RESTRICTED FUNDS DONATED FOR THE PURPOSE OF RECOGNIZING SIGNIFICANT CONTRIBUTIONS TO MOBILITY TECHNOLOGY AND PROMOTING ENGINEERING AND SCIENCE EDUCATION FROM KINDERGARTEN THROUGH GRADUATE SCHOOL. |
| FORM 990, PART VI, SECTION A, LINE 3 | SAE OUTSOURCES THE MANAGEMENT OF ITS INFORMATION TECHNOLOGY BUSINESS UNIT TO SIGMA RESOURCES, LLC. |
| FORM 990, PART VI, SECTION A, LINE 6 | SAE HAS THE FOLLOWING GRADES OF MEMBERSHIP: HONORARY, FELLOW, MEMBER, AFFILIATE, JOINT AND STUDENT. ONLY MEMBERS IN THE FOLLOWING GRADES ARE ENTITLED TO VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERSHIP: HONORARY, FELLOW, AND MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | DIRECTORS ARE NOMINATED BY THE EXECUTIVE NOMINATING COMMITTEE, AND ELECTED BY THE VOTING MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE RETURN WILL BE INITIALLY REVIEWED BY THE SAE CONTROLLER AND CHIEF FINANCIAL OFFICER. THE RETURN WILL THEN BE POSTED TO THE BOARD DISCUSSION FORUM. EACH BOARD MEMBER WILL BE ASKED TO ELECTRONICALLY ACKNOWLEDGE THAT THEY HAVE REVIEWED THE RETURN. QUESTIONS BY BOARD MEMBERS CAN BE POSTED TO THE FORUM DURING THE REVIEW PROCESS. |
| FORM 990, PART VI, SECTION B, LINE 12C | SAE ENFORCES A CONFLICT OF INTEREST POLICY IN ORDER TO PREVENT THE PERSONAL OR FINANCIAL INTERESTS OF SAE BOARD MEMBERS OR COMMITTEE MEMBERS FROM INTERFERING WITH THE PERFORMANCE OF THEIR FIDUCIARY DUTIES TO SAE. MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT DISCLOSING ALL MATERIAL BUSINESS, FINANCIAL AND ORGANIZATIONAL INTERESTS AND AFFILIATIONS THEY OR PERSONS CLOSE TO THEM HAVE WHICH COULD BE CONSTRUED AS RELATED TO THE INTEREST OF SAE. DISCLOSURE SHALL ALSO BE MADE IF A MATERIAL CONFLICT OF INTEREST ARISES IN THE COURSE OF THE MEMBER'S SERVICE TO SAE, WHETHER ARISING OUT OF THE MEMBER'S EMPLOYMENT, CONSULTING, INVESTMENTS, OR ANY OTHER ACTIVITY. IF AT ANY TIME A CONFLICT OF INTEREST EXISTS, THE MEMBER WILL EITHER BE ASKED TO REMOVE THEMSELVES FROM PARTICIPATING IN THE DELIBERATIONS AND/OR VOTING ON THE MATTER PRESENTING THE CONFLICT OR IN SOME INSTANCES, IF IT WOULD BECOME NECESSARY, THE MEMBER WOULD BE ASKED TO SUBMIT THEIR RESIGNATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | SAE INTERNATIONAL USED A DOCUMENTED PROCESS FOR DETERMINING THE EXECUTIVE MANAGEMENT'S COMPENSATION WHICH INCLUDED THE CEO POSITION'S COMPENSATION. THIS INCLUDED A WRITTEN PERFORMANCE APPRAISAL COMPLETED BY ALL MEMBERS OF THE SAE COMPENSATION COMMITTEE AS WELL AS INPUT FROM THE CEO. COMPARABLE DATA WAS INTRODUCED BY A THIRD PARTY COMPENSATION CONSULTING ORGANIZATION TO ENSURE MARKET PRICING. ALL DECISIONS AS A RESULT OF THE EVALUATION PROCESS WERE DOCUMENTED IN THE JANUARY 2014 COMPENSATION COMMITTEE MEETING MINUTES. THE PROCESS WAS LAST UNDERTAKEN IN 2014. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | $9,464,096 OF OTHER EXPENSES REPORTED RELATES TO CONSULTANTS AND SUBCONTRACTOR FEES INCURRED DURING THE TAX YEAR. |
| FORM 990, PART XI, LINE 9 | CHANGE IN PENSION OBLIGATION: 10,295,134 |
| SCHEDULE R, PART I, LINE 1B | THE PURPOSE OF SAE GLOBAL, LLC IS TO ENGAGE IN ACTIVITIES THAT FURTHER THE PURPOSE OF SAE AS AN EXEMPT ORGANIZATION IN AREAS OF THE WORLD OTHER THAN THE UNITED STATES. |
| SCHEDULE R, PART II, LINE 1B | THE PURPOSE OF PERFORMANCE REVIEW INSTITUTE IS TO FOSTER, ADVANCE AND PROMOTE THE INTERESTS OF THOSE REGULATED MANUFACTURING AND MAINTENANCE INDUSTRIES MOST LIKELY TO BENEFIT FROM A COLLECTIVE, GLOBALIZED APPROACH TO QUALITY MANAGEMENT AND PROCESS STANDARDIZATION; TO COMPILE AND REVIEW PERFORMANCE STANDARDS; TO PROMOTE AND ADMINISTER QUALITY ASSURANCE, ACCREDITATION AND CERTIFICATION PROGRAMS FOR THE BENEFIT OF THE GENERAL PUBLIC. INDUSTRY AND GOVERNMENT; AND TO CONTRIBUTE FUNDS, PROPERTY AND SERVICE TO NONPROFIT ORGANIZATIONS THAT DEVELOP AND PUBLISH STANDARDS FOR MAINTAINING AND IMPROVING QUALITY AND PERFORMANCE. |
| SCHEDULE R, PART II, LINE 2B | THE MISSION OF SAE INDUSTRY TECHNOLOGIES CONSORTIA IS TO PROVIDE AN EFFICIENT AND LEGAL FRAMEWORK FOR AUTOMOTIVE, AEROSPACE, OR COMMERCIAL VEHICLE COMPANIES AND ORGANIZATIONS TO CREATE SOLUTIONS TO TECHNICAL AND BUSINESS PROBLEMS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAE GLOBAL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 COMMONWEALTH DRIVE | AddressLine1Txt |
| City | WARRENDALE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453526121 | EIN |
| Primary Activities | SEE SCH. O | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | -$4,144 | TotalIncomeAmt |
| End Of Year Assets | $1,500,742 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAE INT'L | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| PERFORMANCE REVIEW INSTITUTE | |||||||||
| 161 THORNHILL ROAD | WARRENDALE | PA | 150867527 | 251633904 | SEE SCH. O | PA | 501(C)(6) | SAE INT'L | Yes (true) |
| SAE INDUSTRY TECHNOLOGIES CONSORTIA | |||||||||
| 161 THORNHILL ROAD | WARRENDALE | PA | 15086 | 204860294 | SEE SCH. O | PA | 501(c)(6) | SAE INT'L | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABP INTERNATIONAL INC | |||||||||||||||||
| 261 5TH AVENUE STE 1901 | NEW YORK | NY | 10016 | 112903233 | PUBLISHING | NY | SAE INT'L | S-corp | $702,045 | $11,341,277 | 1.00000 | Yes (true) | |||||
| EFFECTIVE TRAINING INC | |||||||||||||||||
| 14143 FARMINGTON ROAD | LIVONIA | MI | 48154 | 382618323 | SALES & TRAINING | MI | SAE INT'L | C CORP | -$16,220 | $1,892,145 | 1.00000 | Yes (true) | |||||
| PRI EUROPE LIMITED | |||||||||||||||||
| SEE PART VII | PRI | C CORP | Yes (true) | 1 YORK STREET W1U 6PA | LONDON | UK | UK | ||||||||||
| PERFORMANCE REVIEW INSTITUTE (SINGAPORE) | |||||||||||||||||
| SEE PART VII | PRI | C CORP | Yes (true) | 4 CHANGI SOUTH LANE 07-01A NAN WA | SN | SN | 0497 | ||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PERFORMANCE REVIEW INSTITUTE | ||
| D | $118,057 | FMV |
| PERFORMANCE REVIEW INSTITUTE | ||
| E | $79,554 | FMV |
| PERFORMANCE REVIEW INSTITUTE | ||
| J | $304,203 | FMV |
| PERFORMANCE REVIEW INSTITUTE | ||
| Q | $1,044,227 | FMV |
| PERFORMANCE REVIEW INSTITUTE | ||
| M | $298,200 | FMV |
| ABP INTERNATIONAL INC | ||
| E | $1,999,855 | FMV |
| ABP INTERNATIONAL INC | ||
| M | $373,200 | FMV |
| EFFECTIVE TRAINING INC | ||
| D | $282,014 | FMV |
| EFFECTIVE TRAINING INC | ||
| L | $75,000 | FMV |
| SAE INDUSTRY TECHNOLOGIES CONSORTIA | ||
| D | $1,115,612 | FMV |
| SAE INDUSTRY TECHNOLOGIES CONSORTIA | ||
| J | $4,159 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS CORP OR TRUST: | FormAndLineReferenceDesc |
| Explanation | NAME OF RELATED ORGANIZATION: PRI EUROPE LIMITED PRIMARY ACTIVITY: PROVIDES SUPPORT SERVICES TO PERFOMRANCE REVIEW INSTITUTE IN EUROPE. NAME OF RELATED ORGANIZATION: PERFORMANCE REVIEW INSTITUTE (SINGAPORE) PTE. LTD. PRIMARY ACTIVITY: PROVIDES SUPPORT SERVICES TO PERFOMANCE REVIEW INSTITUTE IN SINGAPORE. | ExplanationTxt |