SOCIETY OF MANUFACTURING ENGINEERS: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF MANUFACTURING ENGINEERS (EIN 38-0298770)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-06
- IRS object ID
- 201423109349301852
- Schema version
- 2013v3.1
- 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 D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-06T13:22:03-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 W JACKSON BLVD STE 2000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 380298770 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Society of Manufacturing Engineers | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JULIE DUFF | InCareOfNm |
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 3134253000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One SME Drive | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Dearborn | City |
| State | MI | State |
| ZIP Code | 481282408 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Wayne Frost | PersonNm |
| Person Title | Interim CEO | PersonTitleTxt |
| Phone | 3134253000 | PhoneNum |
| Signature | 2014-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bridget T Roche | PreparerPersonNm |
| PTIN | P00666837 | PTIN |
| Phone | 3134253000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Wayne Frost | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One SME Drive | AddressLine1 |
| City | Dearborn | City |
| State | MI | State |
| ZIP Code | 481282408 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $58,416,987 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.sme.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1932 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | Inspire, Prepare & Support our stakeholders through manufacturing education & the advancement of scientific knowledge via member programs,publications,expos & training | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 208 | TotalEmployeeCnt |
| Total Volunteers | 1000 | TotalVolunteersCnt |
| Total Gross UBI | $3,368,186 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $180,258 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $41,619 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $36,786,624 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $51,786,269 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,527,753 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,375,023 | CYInvestmentIncomeAmt |
| PY Other Revenue | $877,121 | PYOtherRevenueAmt |
| CY Other Revenue | $869,216 | CYOtherRevenueAmt |
| PY Total Revenue | $39,191,498 | PYTotalRevenueAmt |
| CY Total Revenue | $55,072,127 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $606,617 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $438,418 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,540,418 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,146,907 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,798,530 | PYOtherExpensesAmt |
| CY Other Expenses | $33,322,628 | CYOtherExpensesAmt |
| PY Total Expenses | $43,945,565 | PYTotalExpensesAmt |
| CY Total Expenses | $51,907,953 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,754,067 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,164,174 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $60,235,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,148,888 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,238,914 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,232,719 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,996,430 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,916,169 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SME'S MISSION IS TO INSPIRE, PREPARE AND SUPPORT OUR STAKEHOLDERS IN THE ADVANCEMENT OF MANUFACTURING. SME'S VISION IS TO ENHANCE PROGRESS, PROSPERITY AND STRONG COMMUNITIES THROUGH MANUFACTURING. SME'S PURPOSE IS TO ADVANCE MANUFACTURING AND ATTRACT FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $26,905,926 | ExpenseAmt |
| Grant | $2,001 | GrantAmt |
| Revenue | $33,591,555 | RevenueAmt |
| Desc | Expositions & Conferences- Expositions provide opportunities for manufacturing professionals to expand their knowledge by witnessing the latest technology and production methods in action, networking with industry experts and learning about emerging technologies and industries. Manufacturers from around the world come to find solutions that improve processes, increase quality and explore new technologies. The total attendance at Society of Manufacturing Engineers ("SME") expositions and conferences in 2013 was 96,965. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,462,632 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $12,604,401 | RevenueAmt |
| Desc | Training & Development- Certifications, Assessments, Training, Books & Videos -- SME offers a number of industry recognized certifications that document knowledge, skills and abilities within specific job categories or manufacturing processes. Our certification programs provided certifications for 10,877 manufacturing professionals that serve to showcase their accomplishments. In addition, SME also offers assessment opportunities for the manufacturing engineer to gauge their progress. On-site, on-line, and other hybrid training opportunities offer flexibility and convenience for today's engineer. Tooling University, LLC has an extensive catalog of manufacturing specific content and innovative learning tools, including hundreds of on-line training classes written for metal manufacturers, welders, assemblers, and maintenance professionals. Tooling University's classes are delivered through their custom learning management system which provides extensive tracking and reporting capabilities. Tooling University's competences tie the on-line curriculum to the hands-on tasks that put the theory to practice and offers customization tools, content-development services and multi-language support to ensure that every person has access to relevant manufacturing training that meets their specific needs. In addition, the Society offers more than 600 books, CD's and DVD's that educate the professional manufacturer on many topics within the field. In addition to conferences at its expositions, SME also has stand alone conferences covering various manufacturing processes, procedures and materials. These programs range from introductory level courses to in-depth technical and process solutions. During 2013, there were over 800 attendees at the stand alone conferences. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,773,086 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,192,801 | RevenueAmt |
| Desc | Publications- SME incorporates education & training into everything it does. ME magazine's editorial content calendar schedules a theme for each issue which is selected to enhance knowledge in a particular engineering discipline. The schedule of issue themes correlates as appropriate with upcoming trade shows and conferences and rounds out the education. For each theme, the editor and staff of ME magazine interview organizations with products, services & new technologies that help advance the featured engineering discipline. Some of these organizations will be included in the editorial content of the magazine, others will be invited to place an advertisement, meeting certain specifications designed to enhance the educational experience of the readers with respect to the featured editorial content. When there is an upcoming trade show, the ME Magazine editorial content is linked to the trade show/conference theme in anticipation of the trade show & conferences & to promote the trade show and conferences. ME Magazine and its yearbook provide timely information about emerging technologies & industries via its educational content & advertisements. The magazine furthers the SME's exempt purpose by providing education in support of SME's expositions and other educational events. The total circulation of our Manufacturing Engineering magazine in 2013 was 1,219,765. SME also distributes four monthly newsletters which focus on the areas of Aerospace & Defense, Energy Manufacturing, Lean Directions and Quality in Manufacturing. The magazine and other ME Media content is delivered through a fully integrated media portfolio, which makes information available in print, online, through email, mobile apps, social media networks, webinars & downloads. In addition, the Society publishes two scholarly, peer-reviewed journals on manufacturing systems and pioneering processes & maintains an archive of more than 17,000 technical papers. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $3,238,663 | $47,472 | $1,741,603 | Membership Programs |
| $388,945 | $388,945 | Engineering Education Grants |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,627,608 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $436,417 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,741,603 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $43,769,252 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | 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 | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | 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 | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | 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 | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | 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 | 131 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 208 | 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 | CA | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | 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 | Yes (true) | 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 | MI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE DUFF | PersonNm |
| Phone | 3134253000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SME DRIVE | AddressLine1 |
| City | Dearborn | City |
| State | MI | State |
| ZIP Code | 48128 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 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 |
|---|---|---|---|---|---|---|---|---|---|
| Joseph J Beaman | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sandra L Bouckley | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Edye S Buchanan | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| La Roux K Gillespie | |||||||||
| Past President | 5.0 | 0.0 | Yes (X) | $346 | $0 | $0 | |||
| Edward G Halloran | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Matthew L Hilgendorf | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas R Kurfess | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert R Nesbitt | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael D Packer | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan Smyth | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dennis S Bray | |||||||||
| President/Interim CEO | 16.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Michael F Molnar | |||||||||
| President-Elect | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Wayne F Frost | |||||||||
| Vice President | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Dean L Bartles | |||||||||
| Secretary/Treasurer | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Mark Tomlinson | |||||||||
| Executive Director/CEO | 50.0 | 0.0 | $338,780 | $0 | $39,798 | Yes (X) | |||
| Robert D Harris | |||||||||
| Director of Finance/CFO | 50.0 | 0.0 | $160,248 | $0 | $20,098 | Yes (X) | |||
| Julie Duff | |||||||||
| Senior Controller | 50.0 | 0.0 | $96,057 | $0 | $7,932 | Yes (X) | |||
| Bart Aslin | |||||||||
| Foundation Director | 0.0 | 50.0 | $200,082 | $0 | $36,950 | Yes (X) | |||
| Deborah A Holton | |||||||||
| Director of Events/Strat Devel | 50.0 | 0.0 | $174,815 | $0 | $37,815 | Yes (X) | |||
| Timothy A Fausch | |||||||||
| Director of ME Media | 50.0 | 0.0 | $202,896 | $0 | $18,932 | Yes (X) | |||
| Jeannine A Kunz | |||||||||
| Director of Tooling U-SME | 50.0 | 0.0 | $190,329 | $0 | $32,808 | Yes (X) | |||
| Chad H Schron | |||||||||
| Division Mgr, Tooling U-SME | 50.0 | 0.0 | $199,259 | $0 | $23,608 | Yes (X) | |||
| Stavros Prahalis | |||||||||
| Director, Strategic Alliance | 50.0 | 0.0 | $272,061 | $0 | $21,188 | Yes (X) | |||
| Dan Sloan | |||||||||
| Enterprise Sales Executive | 50.0 | 0.0 | $275,571 | $0 | $11,026 | Yes (X) | |||
| Toni L Neary | |||||||||
| Business Development | 50.0 | 0.0 | $268,582 | $0 | $20,391 | Yes (X) | |||
| Leonard Scaffidi | |||||||||
| Senior Client Executive | 50.0 | 0.0 | $180,335 | $0 | $16,087 | Yes (X) | |||
| James V Vickers | |||||||||
| Manager, Corporate Sales | 50.0 | 0.0 | $168,489 | $0 | $22,719 | Yes (X) | |||
| Greg Sheremet | |||||||||
| Publisher | 50.0 | 0.0 | $154,993 | $0 | $53,336 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,882,843 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $362,688 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 26 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Freeman | |||||
| PO Box 660613 | DALLAS | TX | 75266 | Expo Decorating | $2,816,309 |
| Quadgraphics | |||||
| N61 W23044 Harrys Way | SUSSEX | WI | 53089 | Printing & Mailing | $781,467 |
| Frank Strategic Marketing Inc | |||||
| 803 Oella Avenue | ELLICOTT CITY | MD | 21043 | Marketing | $426,401 |
| Ink Studios Corporation | |||||
| 38 Discovery Suite 100 | IRVINE | CA | 92618 | Brand Initiative | $312,401 |
| PCubed | |||||
| 9299 Paysphere Circle | CHICAGO | IL | 60674 | IT Support | $305,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $41,619 | GovernmentGrantsAmt |
| Total Contributions | $41,619 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| EXPOSITIONS AND CONFERENCES | 541300 | $33,591,555 | $985,664 | $32,605,891 | |
| TRAINING AND DEVELOPMENT | 611600 | $11,598,562 | $11,598,562 | ||
| PUBLICATIONS SUBSCRIPTIONS & ADVERTISING | 511130 | $4,854,549 | $1,486,363 | $3,368,186 | |
| MEMBERSHIPS | 541900 | $1,741,603 | $1,741,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $51,786,269 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $505,705 | TotalRevenueColumnAmt |
| Exclusion | $505,705 | 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 | $913,562 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $338,252 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $575,310 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,163,993 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,374,260 | SecuritiesAmt |
| Other | $920,415 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,789,733 | SecuritiesAmt |
| Other | -$920,415 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,869,318 | TotalRevenueColumnAmt |
| Exclusion | $1,869,318 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,005,839 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,050,185 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$44,346 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$44,346 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,072,127 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,106,098 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,368,186 | UnrelatedBusinessRevenueAmt |
| Exclusion | $35,556,224 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,123 | TotalAmt |
| Program Services | $436,123 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,295 | TotalAmt |
| Program Services | $2,295 | 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 | $2,074,002 | TotalAmt |
| Program Services | $1,411,089 | ProgramServicesAmt |
| Management And General | $662,913 | 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 | $13,406,672 | TotalAmt |
| Program Services | $10,296,732 | ProgramServicesAmt |
| Management And General | $3,109,940 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,155,638 | TotalAmt |
| Program Services | $874,696 | ProgramServicesAmt |
| Management And General | $280,942 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,083 | TotalAmt |
| Program Services | $1,280,323 | ProgramServicesAmt |
| Management And General | -$727,240 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $957,512 | TotalAmt |
| Program Services | $724,735 | ProgramServicesAmt |
| Management And General | $232,777 | ManagementAndGeneralAmt |
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 | $144,873 | TotalAmt |
| Program Services | $28,713 | ProgramServicesAmt |
| Management And General | $116,160 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,018 | TotalAmt |
| Program Services | $41,296 | ProgramServicesAmt |
| Management And General | $98,722 | 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 | $91,861 | TotalAmt |
| Management And General | $91,861 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,973,453 | TotalAmt |
| Program Services | $2,180,119 | ProgramServicesAmt |
| Management And General | $793,334 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,969,453 | TotalAmt |
| Program Services | $3,411,851 | ProgramServicesAmt |
| Management And General | $557,602 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,581,981 | TotalAmt |
| Program Services | $2,013,668 | ProgramServicesAmt |
| Management And General | $568,313 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,086,606 | TotalAmt |
| Program Services | $291,546 | ProgramServicesAmt |
| Management And General | $795,060 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,201,023 | TotalAmt |
| Program Services | $768,289 | ProgramServicesAmt |
| Management And General | $432,734 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,794,801 | TotalAmt |
| Program Services | $1,605,661 | ProgramServicesAmt |
| Management And General | $189,140 | ManagementAndGeneralAmt |
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 | $16,984,467 | TotalAmt |
| Program Services | $16,911,425 | ProgramServicesAmt |
| Management And General | $73,042 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,924 | TotalAmt |
| Program Services | $70 | ProgramServicesAmt |
| Management And General | $56,854 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,114,295 | TotalAmt |
| Program Services | $475,517 | ProgramServicesAmt |
| Management And General | $638,778 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,483 | TotalAmt |
| Program Services | $232,181 | ProgramServicesAmt |
| Management And General | $74,302 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRINTING AND PUBLICATION | $742,238 | $742,238 | |
| TAXES | $72,961 | $85 | $72,876 |
| DUES | $55,183 | $34,592 | $20,591 |
| BAD DEBTS | $6,008 | $6,008 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,907,953 | TotalAmt |
| Program Services | $43,769,252 | ProgramServicesAmt |
| Management And General | $8,138,701 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,438,694 | BOYAmt |
| EOY | $6,355,152 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,789,107 | BOYAmt |
| EOY | $2,701,531 | 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 | $246,872 | BOYAmt |
| EOY | $222,134 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,224,747 | BOYAmt |
| EOY | $443,258 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,772,561 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,109,337 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,387,183 | BOYAmt |
| EOY | $3,663,224 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,010,328 | BOYAmt |
| EOY | $41,773,367 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,542,471 | BOYAmt |
| EOY | $11,797,666 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $595,942 | BOYAmt |
| EOY | $192,556 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,235,344 | BOYAmt |
| EOY | $67,148,888 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,612,841 | BOYAmt |
| EOY | $10,881,489 | 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 | $6,638,533 | BOYAmt |
| EOY | $6,355,577 | 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 | $4,500,000 | BOYAmt |
| EOY | $3,500,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,487,540 | BOYAmt |
| EOY | $4,495,653 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,238,914 | BOYAmt |
| EOY | $25,232,719 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,996,430 | BOYAmt |
| EOY | $41,916,169 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,996,430 | BOYAmt |
| EOY | $41,916,169 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,235,344 | BOYAmt |
| EOY | $67,148,888 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,164,174 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,566,979 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,188,586 | 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 | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,525,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,518,148 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,687,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,561,693 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,783,222 | CurrentTaxYearAmt |
| Total | $8,076,290 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,137,740 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,612,387 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,459,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,778,104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,020,571 | CurrentTaxYearAmt |
| Total | $172,008,179 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,663,226 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,130,535 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,147,118 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,339,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,803,793 | CurrentTaxYearAmt |
| Total | $180,084,469 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $180,084,469 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,815,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,028,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,537,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,516,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,081,015 | CurrentTaxYearAmt |
| Total | $9,979,189 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $28,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,818 | CurrentTaxYearAmt |
| Total | $155,368 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,815,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,028,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,537,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,545,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,207,833 | CurrentTaxYearAmt |
| Total | $10,134,557 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,478,230 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,159,183 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,684,802 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,885,185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,011,626 | CurrentTaxYearAmt |
| Total | $190,219,026 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94672 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93627 | PublicSupportPY509Pct |
| Investment Income CY | 0.05328 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06373 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Section B, Line 10b | FormAndLineReferenceDesc |
| Explanation | UNRELATED BUSINESS TAXABLE INCOME Tax years 2009 through 2012 were revised to correctly report the Organization's unrelated business taxable income over the amount of tax imposed on this income under IRC section 511. Prior year tax returns incorrectly reported gross unrelated business income on Schedule A, Part III, Section B, line 10b. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $201,829 | OtherCostOrOtherBasisAmt |
| Depreciation | $189,244 | DepreciationAmt |
| Book Value | $12,585 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,668,636 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,339,498 | DepreciationAmt |
| Book Value | $329,138 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $5,902,096 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,580,595 | DepreciationAmt |
| Book Value | $3,321,501 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,663,224 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENSION & POSTRETIREMENT LIABILITY | Desc |
| Amt | $4,495,653 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,495,653 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $64,007,024 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,566,979 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $6,316,916 | OtherRevenueAmt |
| Revenue Not Reported | $9,883,895 | RevenueNotReportedAmt |
| Revenue Subtotal | $54,123,129 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $59,154 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $889,844 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $948,998 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $55,072,127 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $53,087,285 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,128,330 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,128,330 | ExpensesNotReportedAmt |
| Expenses Subtotal | $50,958,955 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $59,154 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $889,844 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $948,998 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $51,907,953 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 | Liability for Uncertain Tax Position (ASC 740) SME and SME Education Foundation ("SME EF") have received favorable determination letters from the Internal Revenue Service stating that they are exempt from federal income taxes under Section 501(a) of the Internal Revenue Code of 1986 ("IRC"), as organizations described in Section 501(c)(3), except for income taxes pertaining to unrelated business income. The Financial Accounting Standards Board issued guidance that requires tax effects from uncertain tax positions to be recognized in financial statements only if the position is more likely than not to be sustained if the position were to be challenged by a taxing authority. Management has determined that there are no material uncertain tax positions that require recognition in the financial statements. Additionally, no provision for income taxes is reflected in these financial statements, and there is no interest or penalties recognized in the statement of activities or financial position. The tax years ended 2010, 2011, 2012 and 2013 are still open to audit for both federal and state purposes. |
| Schedule D, Part XII, Line 2d | Amounts Included on Line 1, Not on Form 990 Change in Unfunded Pension 4,346,316 Cost of Goods Sold 1,050,185 Loss on disposal of assets 920,415 ------------ Total $6,316,916 |
| Schedule D, Part XII, Line 4b | Amounts Included on Form 990, Not on Line 1 Pension Expense 736,413 Product Development and Misc Revenue 129,249 Foreign currency 20,052 Expenses Netted with Revenue 4,130 ---------- Total $889,844 |
| Schedule D, Part XIII, Line 2d | Amounts Included on Line 1, Not on Form 990 Cost of Goods Sold 1,050,185 loss on disposal of fixed assets 920,415 remeasurement loss 157,730 ----------- Total $2,128,330 |
| Schedule D, Part XIII, Line 4b | Amounts Included on Form 990, Not on Line 1 Pension Expense 736,413 Product Development and Misc Revenue 129,249 foreign currency 20,052 Expenses Netted with Revenue 4,130 --------- Total $889,844 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 11 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Expositions | SpecificServicesProvidedTxt |
| Region Total Expenditures | $3,754,010 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 11 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Subtotal Spent | $3,754,010 | SubtotalSpentAmt |
| Total Spent | $3,754,010 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | 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 | Schedule F, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Procedure for Monitoring Use of Grant Funds Outside U.S. SME provides assistance to its US and foreign chapters. The amount of the assistance is calculated based on membership renewals from that chapter. Payments are made semi-annually and compliance with requirements is monitored at regular intervals throughout the year. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SME Education Foundation | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One SME Drive | AddressLine1 |
| City | Dearborn | City |
| State | MI | State |
| ZIP Code | 48128 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 382746841 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $384,945 | CashGrantAmt |
| Purpose Of Grant | Education Chapter Support Storm Victims at the Fabtech Event M Eugene Merchant Manufacturing Medal | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Procedure for Monitoring Use of Grant Funds Inside U.S. SME provides grants to SME EF. This organization furthers manufacturing engineering education through youth programs, scholarships to selected students, & grants to colleges & universities. SME's management participates in the budget setting process of SME EF, attends SME EF board meetings, and reviews financial information allowing oversight over the grants by SME. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (true) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mark Tomlinson | ||||||||||||||
| Executive Director/CEO | $284,326 | $0 | $7,812 | $0 | $46,642 | $0 | $30,661 | $0 | $9,137 | $0 | $378,578 | $0 | $0 | $0 |
| Robert D Harris | ||||||||||||||
| Director of Finance/CFO | $74,857 | $0 | $0 | $0 | $85,391 | $0 | $6,416 | $0 | $13,682 | $0 | $180,346 | $0 | $0 | $0 |
| Bart Aslin | ||||||||||||||
| Foundation Director | $149,455 | $0 | $32,562 | $0 | $18,065 | $0 | $22,105 | $0 | $14,845 | $0 | $237,032 | $0 | $0 | $0 |
| Deborah A Holton | ||||||||||||||
| Director of Events/Strat Devel | $156,633 | $0 | $17,750 | $0 | $432 | $0 | $21,405 | $0 | $16,410 | $0 | $212,630 | $0 | $0 | $0 |
| Timothy A Fausch | ||||||||||||||
| Director of ME Media | $168,724 | $0 | $33,360 | $0 | $812 | $0 | $5,536 | $0 | $13,396 | $0 | $221,828 | $0 | $0 | $0 |
| Jeannine A Kunz | ||||||||||||||
| Director of Tooling U-SME | $159,594 | $0 | $30,290 | $0 | $445 | $0 | $12,395 | $0 | $20,413 | $0 | $223,137 | $0 | $0 | $0 |
| Chad H Schron | ||||||||||||||
| Division Mgr, Tooling U-SME | $156,628 | $0 | $42,343 | $0 | $288 | $0 | $6,326 | $0 | $17,282 | $0 | $222,867 | $0 | $0 | $0 |
| Stavros Prahalis | ||||||||||||||
| Director, Strategic Alliance | $186,084 | $0 | $85,379 | $0 | $598 | $0 | $3,852 | $0 | $17,336 | $0 | $293,249 | $0 | $0 | $0 |
| Dan Sloan | ||||||||||||||
| Enterprise Sales Executive | $62,294 | $0 | $213,138 | $0 | $139 | $0 | $2,538 | $0 | $8,488 | $0 | $286,597 | $0 | $0 | $0 |
| Toni L Neary | ||||||||||||||
| Business Development | $47,719 | $0 | $220,802 | $0 | $61 | $0 | $2,115 | $0 | $18,276 | $0 | $288,973 | $0 | $0 | $0 |
| Leonard Scaffidi | ||||||||||||||
| Senior Client Executive | $67,349 | $0 | $112,311 | $0 | $675 | $0 | $2,589 | $0 | $13,498 | $0 | $196,422 | $0 | $0 | $0 |
| James V Vickers | ||||||||||||||
| Manager, Corporate Sales | $143,033 | $0 | $25,199 | $0 | $257 | $0 | $5,752 | $0 | $16,967 | $0 | $191,208 | $0 | $0 | $0 |
| Greg Sheremet | ||||||||||||||
| Publisher | $140,307 | $0 | $13,200 | $0 | $1,486 | $0 | $34,097 | $0 | $19,239 | $0 | $208,329 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4a | Severance Payment ROBERT HARRIS'S TERM AS DIRECTOR OF FIANANCE/CFO ENDED June 30, 2013. HE RECEIVED A SEVERANCE PAYMENT OF $72,352 DURING 2013. BART ASLIN'S TERM AS CEO ENDED NOVEMBER 11, 2013. HE RECEIVED A SEVERANCE PAYMENT OF $6,349 DURING 2013. These amounts are reported in Schedule J, Part II, Column B(iii) for each individual. |
| Schedule J, Part I, Line 5a | Compensation contingent on revenue - Organization SME paid bonuses to its management. The bonuses were partly based on the achievement of specific project management goals and partly upon the revenues of SME. No portion was contingent upon the net earnings of SME or any related organization. |
| Schedule J, Part I, Line 5b | Compensation contingent on revenue - related Organization SME paid a bonus to the SME EF Director. The bonus compensation is part of a multifactor bonus package that pays out a defined amount depending on which factors are met. Certain components of the package are contingent upon the revenue of SME EF, but no portion of the payment is contingent upon the net earnings of SME or any related organization. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Chad Schron | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family member of former | RelationshipDescriptionTxt |
| Transaction | $222,867 | TransactionAmt |
| Transaction | Compensation Paid to TU Mgr | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Line 1 | FormAndLineReferenceDesc |
| Explanation | Business Transaction Involving Interested Person Chad Schron is a family member of a former board member and received compensation of $222,867 from Tooling University, LLC, which is a disregarded entity of SME. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 6, 7a, & 7b | Members or Stockholders SME has two distinct classes of members; senior members and student members. The senior members have voting rights to elect the governing body and to make any changes to SME's constitution. Student members do not have any voting rights, except the right to elect their own officers within their own student chapter. |
| Form 990, Part VI, Line 11 | Form 990 Review Process A detailed review of the Federal Form 990 was performed by the Senior Controller, the Chief Financial Officer of SME. When the return was finalized, it was presented to the Interim Chief Executive Officer, for discussion and review, where all comments were addressed. The return was then presented to the audit committee of the Board of Directors, whose responsibility it is to review the return on behalf of the Board. Comments were received & addressed and then the completed return was signed by the Interim CEO. The signed return was then sent to all the voting members of the Board of Directors prior to filing. |
| Form 990, Part VI, Line 12c | Conflict of Interest Policy Monitoring & Enforcement SME maintains a written conflict of interest policy for the officers, directors, volunteers and employees. The policy requires the annual disclosures by officers and directors, of interest that could give rise to conflicts. Exceptions, if any, are evaluated by the Executive Compensation Committee of the Board. |
| Form 990, Part VI, Line 15a and line 15b | Process for Determining Compensation Benchmark studies have been performed when determining the compensation to be paid to the CEO/Executive Director and all top management. A third party performed an independent assessment using multiple local and national surveys. Target compensation is based on these benchmark studies. The Executive Compensation Committee conducts an annual performance review for the CEO/Executive Director against previously set objectives. The CEO/Executive Director conducts an annual performance review of all top management against previously set objectives. Merit increases are awarded annually by the Executive Compensation Committee for the CEO/Executive Director and all top management, based on performance reviews. Executive incentives are awarded based on the Executive Incentive Plan. |
| Form 990, Part VI, Line 19 | How Documents are Made Available to the Public The organization makes its Governance Document (which includes SME's Constitution, By-laws and SME Procedures), conflict of interest policy and financial information available to its members. |
| Form 990, Part XI, Line 9 | Other Changes in Net Assets Change in Unfunded Pension 4,346,316 Remeasurement Loss (157,730) ----------- Total Other Changes $4,188,586 |
| Form 990, Part III, Line 4d | Membership Programs- SME's 20,575 members keep up to date on technical and process improvements within the manufacturing field. This is accomplished via local communities where they attend plant tours, conferences, networking and other opportunities to gain leadership skills. SME's technical communities provide a means for members to solve technical and business challenges. SME focuses on the eight technical communities of Automated Manufacturing & Assembly, Forming & Fabricating, Industrial Laser, Machining & Material Removal, Manufacturing Education & Research, Plastics Composites & Coatings, Product & Process Design and Management, and Rapid Technologies & Additive Manufacturing. SME's approximately 150 chapters provide members with opportunities to learn about new trends & processes, get assistance with manufacturing related problems, expand networks and enhance leadership skills. The chapter meetings provide a forum for members to discuss technical issues and exchange ideas. Engineering Education Grants- Through its SME EF and other grants, SME inspires youth to pursue careers in manufacturing, support students studying for a career in an engineering related field through its hands-on programs, college scholarships, and an interactive web site where students can explore manufacturing careers. manufacturing careers. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tooling University LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3615 Superior Ave Suite 4406C | AddressLine1 |
| City | Cleveland | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043592513 | EIN |
| Primary Activities | Education | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $9,741,284 | TotalIncomeAmt |
| End Of Year Assets | $19,681,809 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SME | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SME Education Foundation | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One SME Drive | AddressLine1 |
| City | Dearborn | City |
| State | MI | State |
| ZIP Code | 48128 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382746841 | EIN |
| Primary Activities | Charitable | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 07 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | 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 | false | 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 | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | 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 (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SME Education Foundation | ||
| b | $384,945 | Cash |
| SME Education Foundation | ||
| d | $152,487 | Cash |
| SME Education Foundation | ||
| n | $73,500 | Cash |
| SME Education Foundation | ||
| o | $724,074 | Cash |
| SME Education Foundation | ||
| q | $622,808 | Cash |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 2 | FormAndLineReferenceDesc |
| Explanation | Transactions with related organizations Operating expenses for SME EF are normally paid from SME cash accounts as a means to improve efficiencies in the disbursement process. SME EF then reimburses SME approximately monthly for the invoices on their behalf. | ExplanationTxt |