SME FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SME FOUNDATION (EIN 84-1175450)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-06
- IRS object ID
- 201432189349300738
- Schema version
- 2012v2.1
- 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 B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-06T11:56:38-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363990892 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2435 Research Parkway Suite 200 | AddressLine1 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 80920 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841175450 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SME Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SMEF | NameControl |
| Phone | 3039484200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12999 E Adam Aircraft Circle | AddressLine1 |
| City | Englewood | City |
| State | CO | State |
| ZIP Code | 80112 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David Kanagy | Name |
| Title | Executive Director | Title |
| Phone | 3039484200 | Phone |
| Date Signed | 2014-08-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David C Moja | Name |
| PTIN | P00747006 | PTIN |
| Phone | 7195286225 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | David Kanagy | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12999 E Adam Aircraft Circle | AddressLine1 |
| City | Englewood | City |
| State | CO | State |
| ZIP Code | 80112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1841315 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | http://community.smenet.org/SMEFoundation/Home/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1991 | YearFormation |
| State Legal Domicile | CO | StateLegalDomicile |
| Activity Or Mission Description | The SME Foundation supports scientific, technical, educational and other activities that foster interchange and understanding concerning the responsible development of the world's mineral resources, and further the professional disciplines serving the minerals industry. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 38 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 38 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 44 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1113822 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1526978 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 79471 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 74695 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 115925 | InvestmentIncomePriorYear |
| Investment Income Current Year | 157487 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 34379 | OtherRevenuePriorYear |
| Other Revenue Current Year | 41859 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1343597 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1801019 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 63000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 51520 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 380118 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 451718 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 136765 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 22075 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 319822 | OtherExpensePriorYear |
| Other Expenses Current Year | 382293 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 899705 | TotalExpensesPriorYear |
| Total Expenses Current Year | 885531 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 443892 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 915488 | RevenuesLessExpensesCY |
| Total Assets BOY | 2490899 | TotalAssetsBOY |
| Total Assets EOY | 3163677 | TotalAssetsEOY |
| Total Liabilities BOY | 266261 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17151 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2224638 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3146526 | NetAssetsOrFundBalancesEOY |
| Mission Description | The SME Foundation supports scientific, technical, educational and other activities that foster interchange and understanding concerning the responsible development of the world's mineral resources, and further the professional disciplines serving the minerals industry. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 595174 | Expense |
| Grants | 51520 | Grants |
| Revenue | 109608 | Revenue |
| Description | Videos, web site, and publications to educate the public on issues facing the mining industry. | Description |
| Total Program Service Expense | 595174 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 38 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 38 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Hedges | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3039484200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12999 E Adam Aircraft Circle | AddressLine1 |
| City | Englewood | City |
| State | CO | State |
| ZIP Code | 80112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (44 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Bart J Hyita | ||||||
| President | 2.00 | X | X | 0 | 0 | 0 |
| Dennis P Bryan | ||||||
| Vice President | 2.00 | X | X | 0 | 0 | 0 |
| Dr C Dale Elifrits | ||||||
| Secretay-Treasurer | 2.00 | X | X | 0 | 0 | 0 |
| Michael A Trevits | ||||||
| Secretay-Treasurer (Part Year) | 2.00 | X | X | 0 | 0 | 0 |
| Dr Barbara J Arnold | ||||||
| Past President | 2.00 | X | X | 0 | 0 | 0 |
| Dr Thom J Seal | ||||||
| Professional Engineer Exam Rep | 2.00 | X | 0 | 0 | 0 | |
| Dr Roshan B Bhappu | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Dr Ross R Bhappu | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| John E English | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Dr Thomas V Falkie | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Barbara A Filas | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Robert C Freas | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| J Steven Gardner | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Bill A Hancock | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Dr Leonard Harris | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Marc LeVier | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Ta M Li | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Dr George W Luxbacher | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Dr Haydn H Murray | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Robert E Murray | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Dr Syd S Peng | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Dr Raja V Ramani | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Arthur A Schweizer | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Michael D Sheahan | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Dr Nikhil C Trivedi PhD | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Randall Weeks | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Richard M Whiting | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Dr William H Wilkinson | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Pamela K Wilkinson | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| John N Murphy | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Drew A Meyer | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Nancy L Bingham | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Thomas A Gray | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Josh Helbig | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Kurt D Kost | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Robert P Kudlawiec | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Frank R McAllister | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Ian W McClain | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Gary S Takenaka | ||||||
| At Large Trustee | 2.00 | X | 0 | 0 | 0 | |
| Robert A Kilborn | ||||||
| At Large Trustee (Part Year) | 2.00 | X | 0 | 0 | 0 | |
| Bill Thompson | ||||||
| At Large Trustee (Part Year) | 2.00 | X | 0 | 0 | 0 | |
| Larry A Watters | ||||||
| At Large Trustee (Part Year) | 2.00 | X | 0 | 0 | 0 | |
| Jessica E Kogel | ||||||
| SME President, ex-officio | 2.00 | X | 0 | 0 | 0 | |
| David L Kanagy | ||||||
| Executive Director | 2.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Campbell & Company | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 E Wacker Drive 3350 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Fundraising Consulting | DescriptionOfServices |
| Compensation | 144650 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 24188 | FundraisingEvents |
| All Other Contributions | 1502790 | AllOtherContributions |
| Noncash Contributions | 50640 | NoncashContributions |
| Total Contributions | 1526978 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Sponsorship Income | 900099 | 53320 | 53320 |
| Registration Income | 900099 | 21375 | 21375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 74695 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 118099 | TotalRevenueColumn |
| Exclusion | $118,099 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1262 | TotalRevenueColumn |
| Exclusion | $1,262 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 75198 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 35810 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 39388 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39388 | TotalRevenueColumn |
| Exclusion | $39,388 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 24188 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 5684 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5684 | TotalRevenueColumn |
| Exclusion | $5,684 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 39399 | GrossSalesOfInventory |
| Cost Of Goods Sold | 4486 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34913 | TotalRevenueColumn |
| Related Or Exempt Function Income | 34913 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1801019 | TotalRevenueColumn |
| Related Or Exempt Function Income | 109608 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $164,433 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51520 | Total |
| Program Services | 51520 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14675 | Total |
| Program Services | 10057 | ProgramServices |
| Management And General | 4245 | ManagementAndGeneral |
| Fundraising | 373 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 321892 | Total |
| Program Services | 220601 | ProgramServices |
| Management And General | 93109 | ManagementAndGeneral |
| Fundraising | 8182 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24435 | Total |
| Program Services | 16746 | ProgramServices |
| Management And General | 7068 | ManagementAndGeneral |
| Fundraising | 621 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61657 | Total |
| Program Services | 42255 | ProgramServices |
| Management And General | 17835 | ManagementAndGeneral |
| Fundraising | 1567 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29059 | Total |
| Program Services | 19915 | ProgramServices |
| Management And General | 8405 | ManagementAndGeneral |
| Fundraising | 739 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000 | Total |
| Management And General | 1000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16076 | Total |
| Management And General | 16076 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86886 | Total |
| Program Services | 59545 | ProgramServices |
| Management And General | 25132 | ManagementAndGeneral |
| Fundraising | 2209 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30396 | Total |
| Program Services | 20831 | ProgramServices |
| Management And General | 8792 | ManagementAndGeneral |
| Fundraising | 773 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4604 | Total |
| Program Services | 3155 | ProgramServices |
| Management And General | 1332 | ManagementAndGeneral |
| Fundraising | 117 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25870 | Total |
| Program Services | 17729 | ProgramServices |
| Management And General | 7483 | ManagementAndGeneral |
| Fundraising | 658 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147560 | Total |
| Program Services | 84915 | ProgramServices |
| Management And General | 57585 | ManagementAndGeneral |
| Fundraising | 5060 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1137 | Total |
| Program Services | 779 | ProgramServices |
| Management And General | 329 | ManagementAndGeneral |
| Fundraising | 29 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Printing & Publications | 42278 | 28974 | 12229 | 1075 |
| Membership & Subscripti | 26412 | 18101 | 7640 | 671 |
| Misc. Expenses | 74 | 51 | 22 | 1 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 885531 | Total |
| Program Services | 595174 | ProgramServices |
| Management And General | 268282 | ManagementAndGeneral |
| Fundraising | 22075 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26774 | BOY |
| EOY | 223254 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 367000 | BOY |
| EOY | 450400 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10507 | BOY |
| EOY | 18770 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15742 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12616 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4263 | BOY |
| EOY | 3126 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2082355 | BOY |
| EOY | 2468127 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2490899 | BOY |
| EOY | 3163677 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 266261 | BOY |
| EOY | 17151 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 266261 | BOY |
| EOY | 17151 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102756 | BOY |
| EOY | 102756 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1049357 | BOY |
| EOY | 1706347 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1072525 | BOY |
| EOY | 1337423 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2224638 | BOY |
| EOY | 3146526 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2490899 | BOY |
| EOY | 3163677 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 915488 | ReconcilationRevenueExpenses |
| Reconcilation Prior Adjustment | 6400 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1098399 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 466478 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 412406 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1113822 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1526978 | CurrentTaxYear |
| Total | 4618083 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1098399 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 466478 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 412406 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1113822 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1526978 | CurrentTaxYear |
| Total | 4618083 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 733135 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3884948 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 49685 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 59369 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 74055 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 90524 | CurrentTaxYearMinus1Year |
| Current Tax Year | 119361 | CurrentTaxYear |
| Total | 392994 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 70424 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 75804 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 77245 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 795 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5684 | CurrentTaxYear |
| Total | 229952 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 5241029 | TotalSupport |
| Gross Receipts From Admissions Etc | 350522 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.74130 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75170 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1072525 | BeginningOfYearBalance |
| Contributions | 264898 | Contributions |
| Investment Earnings Or Losses | 51520 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 51520 | GrantsOrScholarships |
| End Of Year Balance | 1337423 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 769642 | BeginningOfYearBalance |
| Contributions | 302883 | Contributions |
| Investment Earnings Or Losses | 63000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 63000 | GrantsOrScholarships |
| End Of Year Balance | 1072525 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15742 | OtherCostOrOtherBasis |
| Depreciation | 12616 | Depreciation |
| Book Value | 3126 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3126 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | Endowment fund proceeds are used for various student scholarships. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | The consolidated financial statement effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. Interest and penalties, if any, are included in expenses in the consolidated statements of activities. As of September 30, 2013, SME had no uncertain tax positions that qualify for recognition or disclosure in the financial statements. SME's federal returns of Organization Exempt from Income Tax Forms 990 and Exempt Organization Business Income Tax Return Forms 990T for the years ended September 30, 2010, 2011, and 2012, are subject to examination by the IRS, generally for three years after they were filed. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Campbell & Company | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 E Wacker Drive 3350 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising Consulting | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 40307 | AmountRetainedByContractor |
| Net To Organization | -40307 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 40307 | TotalRetainedByContractors |
| Total Net To Organization | -40307 | TotalNetToOrganization |
| Licensed States | CO | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Silent Auction | NameOfEvent1 |
| Gross Receipts Event1 | 24188 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 24188 | CharitableContributionsEvent1 |
| Gross Receipts Total | 24188 | GrossReceiptsTotal |
| Charitable Contributions Total | 24188 | CharitableContributionsTotal |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships | TypeOfGrant |
| Number Of Recipients | 16 | NumberOfRecipients |
| Amount Of Cash Grant | 51520 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The organization awards scholarships for tuition/room & board based on scholastic ability and financial need. Applicants are required to complete a formal application, which is then reviewed by SME Foundation personnel to determine if the individual meets documented grant requirements. Disbursal reports are completed when grant funds are sent either directly to the grant recipient or the recipients educational institution. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Information | Identifier |
| Return Reference | Part III | ReturnReference |
| Explanation | Executive director David Kanagy is a full time employee of the Society of Mining, Metallurgy and Exploration, Inc., an unrelated, like-minded organization. Mr. Kanagy's salary is allocated to the SME Foundation each month, based on the number of hours worked for the organization. During the 2012-2013 fiscal year, $14,675 of salary and benefits were allocated to the SME Foundation for Mr. Kanagy's services. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 50640 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV - Selling Price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method for Determining Number of Contributions: | Identifier |
| Return Reference | Part I, Column (b): | ReturnReference |
| Explanation | The number listed represents the number of unique contributions received. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Board members Dr. Roshan B. Bhappu and Dr. Ross R. Bhappu are father and son. Board members Dr. William H. Wilkinson and Pamela K. Wilkinson are husband and wife. | |
| Form 990, Part VI, Section B, line 11 | Form 990 is prepared by an independent CPA firm and reviewed by the organization's Director of Finance and Accounting Manager. The reviewed Form 990 is then reviewed by the organization's board of directors prior to filing. | |
| Form 990, Part VI, Section B, line 12c | Board members receive a copy of the organization's a conflict of interest policy as part of their board introduction packet, and disclose potential conflicts of interest upon joining the board. Any conflicts thereafter are disclosed as they become known. Board members lacking independence on an issue withdraw themselves from the decision making process. | |
| Form 990, Part VI, Section C, line 18 | The organization makes its Form 1023 and Form 990s available to the public upon request. | |
| 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, Lines 5-10: | SME Foundation does not maintain employees of its own. All employees are paid though the Society for Mining, Metallurgy and Exploration, Inc., an unrelated, like-minded organization. Salary, benefits and payroll taxes are allocated to SME Foundation based on a monthly employee time card allocation. | Explanation of Compensation and Related Expenses: |
| Form 990, Part XII, Line 2c: | The audit committee of the board of directors is responsible for overseeing the audit and selecting the independent accounting firm. This process has not changed from the previous year. |