SOCIETY OF MANUFACTURING ENGINEERS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF MANUFACTURING ENGINEERS (EIN 38-0298770)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201333169349302803
- Schema version
- 2012v2.2
- 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) |
|---|---|---|
| Timestamp | 2013-11-11T01:11:38-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Renaissance Center Suite 3900 | AddressLine1 |
| City | Detroit | City |
| State | MI | State |
| ZIP Code | 48243 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 380298770 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Society of Manufacturing Engineers | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOCI | NameControl |
| Phone | 3134253000 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mark C Tomlinson | Name |
| Title | Executive Director CEO | Title |
| Phone | 3134253000 | Phone |
| Date Signed | 2013-11-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lori Boyce | Name |
| Phone | 3133963000 | Phone |
| Date Prepared | 2013-11-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Mark Tomlinson | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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) |
|---|---|---|
| Gross Receipts | 45491583 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.sme.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1932 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | SMEs mission is to inspire, prepare and support our stakeholders in the advancement of manufacturing. SME supports manufacturing education and the advancement of scientific knowledge in the field of manufacturing through its member programs, publications, expositions and training and development resources. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 218 | TotalNbrEmployees |
| Total Nbr Volunteers | 1000 | TotalNbrVolunteers |
| Total Gross UBI | 2486573 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 33588 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 43326788 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 36786624 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 771949 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1527753 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1269801 | OtherRevenuePriorYear |
| Other Revenue Current Year | 877121 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 45368538 | TotalRevenuePriorYear |
| Total Revenue Current Year | 39191498 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 529327 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 606617 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16219049 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16540418 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 36455486 | OtherExpensePriorYear |
| Other Expenses Current Year | 26798530 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 53203862 | TotalExpensesPriorYear |
| Total Expenses Current Year | 43945565 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -7835324 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -4754067 | RevenuesLessExpensesCY |
| Total Assets BOY | 60313846 | TotalAssetsBOY |
| Total Assets EOY | 60235344 | TotalAssetsEOY |
| Total Liabilities BOY | 29038011 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 29238914 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 31275835 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 30996430 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SMEs mission is to inspire, prepare and support our stakeholders in the advancement of manufacturing. SMEs vision is to enhance progress, prosperity and strong communities through manufacturing. SMEs purpose is to advance manufacturing and attract future generations. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 21589822 | Expense |
| Grants | 25000 | Grants |
| Revenue | 20774351 | Revenue |
| Description | 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. The total attendance at SME expositions in 2012 was 54,080. 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 2012, there were over 800 attendees at the stand alone conferences. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7353705 | Expense |
| Revenue | 9217494 | Revenue |
| Description | 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 approximately 10,500 manufacturing professionals that serve to showcase their accomplishments. In addition, the 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 todays 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. Continued in Schedule. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5238358 | Expense |
| Revenue | 5233086 | Revenue |
| Description | Publications - SME incorporates education training into everything it does. ME magazines 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 techniques 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. Continued in Schedule O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4213822 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 581617 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 1561693 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 38395707 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 155 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 218 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Julie Duff | NamePerson |
| Telephone Number | 3134253000 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| Dean L Bartles | |||||||||
| Director | 005.00 | X | 0 | 0 | 0 | ||||
| Sandra Bouckley | |||||||||
| Director | 005.00 | X | 0 | 0 | 0 | ||||
| Paul D Bradley | |||||||||
| Director | 005.00 | X | 0 | 0 | 0 | ||||
| Warren Devries | |||||||||
| Director | 005.00 | X | 0 | 0 | 0 | ||||
| Edward G Halloran | |||||||||
| Director | 005.00 | X | 0 | 0 | 0 | ||||
| Matthew L Hilgendorf | |||||||||
| Director | 005.00 | X | 0 | 0 | 0 | ||||
| Thomas R Kurfess | |||||||||
| Director | 005.00 | X | 0 | 0 | 0 | ||||
| Mark L Michalski | |||||||||
| Director | 005.00 | X | 0 | 0 | 0 | ||||
| Robert R Nesbitt | |||||||||
| Director | 005.00 | X | 0 | 0 | 0 | ||||
| Susan Smyth | |||||||||
| Director | 005.00 | X | 0 | 0 | 0 | ||||
| George E West Jr | |||||||||
| Director | 005.00 | X | 0 | 0 | 0 | ||||
| Laroux Gillespie | |||||||||
| President | 010.00 | X | 355 | 0 | 0 | X | |||
| Dennis Bray | |||||||||
| President Elect | 010.00 | X | 0 | 0 | 0 | X | |||
| Michael F Molnar | |||||||||
| Vice President | 010.00 | X | 0 | 0 | 0 | X | |||
| Wayne F Frost | |||||||||
| Secretary/Treasurer | 010.00 | X | 0 | 0 | 0 | X | |||
| Mark Tomlinson | |||||||||
| Executive Director/CEO | 050.00 | 397360 | 0 | 12509 | X | ||||
| Robert D Harris | |||||||||
| Director of Finance/CFO | 050.00 | 184529 | 0 | 13452 | X | ||||
| Bart Aslin | |||||||||
| Foundation Director | 195691 | 0 | 11842 | X | 050.00 | ||||
| James Spilos | |||||||||
| Director of HR | 050.00 | 163965 | 0 | 12151 | X | ||||
| Gary Baker | |||||||||
| Director of IT | 050.00 | 260641 | 0 | 14599 | X | ||||
| Deborah A Holton | |||||||||
| Director of Events, Industry Strategy Development | 050.00 | 217337 | 0 | 13884 | X | ||||
| Jeannine A Kunz | |||||||||
| Director of Tooling U-SME | 050.00 | 210920 | 0 | 11176 | X | ||||
| Timothy A Fausch | |||||||||
| Director of ME Media | 050.00 | 160882 | 0 | 3674 | X | ||||
| Chad H Schron | |||||||||
| Division Manager, Tooling U | 050.00 | 267739 | 0 | 9833 | X | ||||
| Toni L Neary | |||||||||
| Manager, Business Development | 050.00 | 236050 | 0 | 7142 | X | ||||
| James V Vickers | |||||||||
| Manager, Corporate Sales | 050.00 | 223494 | 0 | 8863 | X | ||||
| Stavros Prahalis | |||||||||
| Sr Manager, Strategic Alliance | 050.00 | 214776 | 0 | 3716 | X | ||||
| Bryan S Knaack | |||||||||
| Manager, Government Education | 050.00 | 197678 | 0 | 9356 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2931417 | TotalReportableCompFromOrg |
| Total Other Compensation | 132197 | TotalOtherCompensation |
| Number Individuals GT100 K | 23 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Quadgraphics | |||||
| N61 W 23044 Harrys Way | Sussex | WI | 53089 | Printing mailing services | 816497 |
| Frank Strategic Marketing Inc | |||||
| 803 Oella Avenue | Ellicott City | MD | 21043 | Marketing services | 502998 |
| Freeman | |||||
| PO Box 660613 | Dallas | TX | 75266 | Exposition services | 475272 |
| Marketing General Inc | |||||
| 625 North Washington Street Suite 4 | Alexandria | VA | 223141930 | Marketing services | 359867 |
| TMA Resources | |||||
| 1919 Gallows Road | Vienna | VA | 22182 | Software implementation | 254757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 18 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|---|
| Expositions and Conferences | 541300 | 20774351 | 1263006 | $19,511,345 | |
| Training and Development | 611600 | 9217494 | 9217494 | ||
| Publications Subscriptions Advertising | 511120 | 5233086 | 2746513 | 2486573 | |
| Memberships | 541900 | 1561693 | 1561693 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 36786624 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 730227 | TotalRevenueColumn |
| Exclusion | $730,227 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1022961 | TotalRevenueColumn |
| Related Or Exempt Function Income | 236350 | RelatedOrExemptFunctionIncome |
| Exclusion | $786,611 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5962375 | Securities |
| Other | 186000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5213438 | Securities |
| Other | 137411 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 748937 | Securities |
| Other | 48589 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 797526 | TotalRevenueColumn |
| Exclusion | $797,526 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 803396 | GrossSalesOfInventory |
| Cost Of Goods Sold | 949236 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -145840 | TotalRevenueColumn |
| Related Or Exempt Function Income | -145840 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39191498 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14879216 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2486573 | UnrelatedBusinessRevenue |
| Exclusion | $21,825,709 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 605931 | Total |
| Program Services | 605931 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 686 | Total |
| Program Services | 686 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1884967 | Total |
| Program Services | 1101000 | ProgramServices |
| Management And General | 783967 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11313804 | Total |
| Program Services | 10276168 | ProgramServices |
| Management And General | 1037636 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1093642 | Total |
| Program Services | 944812 | ProgramServices |
| Management And General | 148830 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1367683 | Total |
| Program Services | 1206977 | ProgramServices |
| Management And General | 160706 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 880322 | Total |
| Program Services | 760522 | ProgramServices |
| Management And General | 119800 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88225 | Total |
| Program Services | 41222 | ProgramServices |
| Management And General | 47003 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137533 | Total |
| Program Services | 26608 | ProgramServices |
| Management And General | 110925 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57368 | Total |
| Management And General | 57368 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7378358 | Total |
| Program Services | 7006705 | ProgramServices |
| Management And General | 371653 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1203316 | Total |
| Program Services | 1031648 | ProgramServices |
| Management And General | 171668 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1029871 | Total |
| Program Services | 594459 | ProgramServices |
| Management And General | 435412 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 600177 | Total |
| Program Services | 58221 | ProgramServices |
| Management And General | 541956 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 995942 | Total |
| Program Services | 877345 | ProgramServices |
| Management And General | 118597 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1770883 | Total |
| Program Services | 1688030 | ProgramServices |
| Management And General | 82853 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10762782 | Total |
| Program Services | 10762782 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79181 | Total |
| Program Services | 251 | ProgramServices |
| Management And General | 78930 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1824218 | Total |
| Program Services | 599587 | ProgramServices |
| Management And General | 1224631 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186125 | Total |
| Program Services | 177102 | ProgramServices |
| Management And General | 9023 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Printing and Publication | 552943 | 552943 | |
| Dues | 52173 | 42340 | 9833 |
| Bad Debts | 37324 | 37324 | |
| Taxes | 42111 | 3044 | 39067 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43945565 | Total |
| Program Services | 38395707 | ProgramServices |
| Management And General | 5549858 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2486163 | BOY |
| EOY | 1438694 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2014809 | BOY |
| EOY | 2789107 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 280229 | BOY |
| EOY | 246872 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 707689 | BOY |
| EOY | 1224747 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8967549 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5580366 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3265420 | BOY |
| EOY | 3387183 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37727118 | BOY |
| EOY | 38010328 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13677555 | BOY |
| EOY | 12542471 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154863 | BOY |
| EOY | 595942 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60313846 | BOY |
| EOY | 60235344 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16413707 | BOY |
| EOY | 18100381 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7124304 | BOY |
| EOY | 6638533 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5500000 | BOY |
| EOY | 4500000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29038011 | BOY |
| EOY | 29238914 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31275835 | BOY |
| EOY | 30996430 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31275835 | BOY |
| EOY | 30996430 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60313846 | BOY |
| EOY | 60235344 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -4754067 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 4415047 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 59615 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Public Support Total170 | 0 | PublicSupportTotal170 |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1465598 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1525486 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1518148 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1687741 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1561693 | CurrentTaxYear |
| Total | 7758666 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29386710 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27137740 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22612387 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 40459377 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33473882 | CurrentTaxYear |
| Total | 153070096 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30852308 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28663226 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24130535 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42147118 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35035575 | CurrentTaxYear |
| Total | 160828762 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 160828762 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2042049 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3815004 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2028648 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1537684 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1516838 | CurrentTaxYear |
| Total | 10940223 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3755822 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2117420 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2137687 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2672836 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2790795 | CurrentTaxYear |
| Total | 13474560 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5797871 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5932424 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4166335 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4210520 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4307633 | CurrentTaxYear |
| Total | 24414783 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36650179 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34595650 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28296870 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46357638 | CurrentTaxYearMinus1Year |
| Current Tax Year | 39343208 | CurrentTaxYear |
| Total | 185243545 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.86820 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.85580 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.13180 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.14420 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 15589 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 186240 | OtherCostOrOtherBasis |
| Depreciation | 143357 | Depreciation |
| Book Value | 58472 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3513829 | OtherCostOrOtherBasis |
| Depreciation | 3139673 | Depreciation |
| Book Value | 374156 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5251891 | OtherCostOrOtherBasis |
| Depreciation | 2297336 | Depreciation |
| Book Value | 2954555 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3387183 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Federal income taxes | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 44408619 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4415047 | NetUnrealizedGainsInvestments |
| Other Revenues | 1008851 | OtherRevenues |
| Revenue Not Rptd F990 | 5423898 | RevenueNotRptdF990 |
| Revenue Subtotal | 38984721 | RevenueSubtotal |
| Investment Expenses Not Included | 57368 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 149409 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 206777 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 39191498 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 44688024 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 949236 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 949236 | ExpensesNotRptdF990 |
| Expenses Subtotal | 43738788 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 57368 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 149409 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 206777 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 43945565 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| X | 2 | Financial Statement Footnote J - Uncertain Tax Positions - Accounting standards require disclosure in the financial statements of the impact of uncertain tax positions on the reported tax expense. For the Society and the Foundation, management judgment requiring an evaluation of uncertain tax positions fall in three areas 1. If the Society and the Foundation continue to meet the eligibility requirements for not for profit status in all tax jurisdictions where they conduct business. 2. If the Society and Foundation have properly identified all unrelated business income elements subject to tax even with the not for profit status. 3. If the Society and Foundation have properly allocated expenses between jurisdictions and between taxable and non-taxable revenue elements in determining income subject to tax. Management has concluded that there are no tax positions in these financial statements which are more likely than not to fail upon examination by a taxing authority. Therefore, the full tax benefits and consequences of its tax positions have been recorded in these statements. There are no unrecognized tax benefits at December 31, 2012 and 2011. Management is not aware of any positions for which it is reasonably possible that the unrecognized tax benefit will significantly increase or decrease within 12 months of the reporting date. No recent tax year has been closed by an audit by taxing authorities. Therefore all years still open by statute remain open to an audit. Generally at least three years and up to seven years are open. |
| XI | 2d | Other of 1,008,851 includes 949,236 Cost of Sales netted with revenue plus 59,615 in Remeasurement Gain resulting from restated Canadian financial statements. |
| XI | 4b | Other of 149,409 includes 100,820 of Expense Reimbursements netted with financial statement expenses plus 48,589 in Gain on Sale of fixed assets netted with financial statement expenses. |
| XII | 2d | 949,236 Cost of Sales netted with revenue |
| XII | 4b | Other of 149,409 includes 100,820 of Expense Reimbursements netted with financial statement expenses plus 48,589 in Gain on Sale of fixed assets netted with financial statement expenses. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 14 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | Expositions | SpecificServicesProvided |
| Total Expenditures | 2959926 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 14 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 14 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 2959926 | SubtotalAmountSpent |
| Total Amount Spent | 2959926 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 2 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| SME Education Foundation | |||||||
| One SME Dr Dearborn MI 48128 | Dearborn | MI | 48128 | 382746841 | 501c3 | 470200 | Education |
| SME Chapters | |||||||
| One SME Dr Dearborn MI 48128 | Dearborn | MI | 48128 | 382951670 | 501c3 | 110731 | Chapter Support |
| The Manufacturing Institute | |||||||
| 1331 Pennsylvania Ave Wash DC | Washington | DC | 20004 | 521073576 | 501c3 | 25000 | Women in Mfg Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | 1 | Identifier |
| Return Reference | 2 | ReturnReference |
| Explanation | Supplemental Information - SME provides grants to the SME Education Foundation and to its chapters. These organizations further manufacturing engineering education through youth programs, scholarships to selected students, grants to colleges universities. SMes management participates in the budget setting process of the Foundation, attends SME Education Foundation board meetings, and reviews financial information allowing oversight over the grants by the Foundation and SME chapters. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | true | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | true | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|---|
| Mark Tomlinson | ||||||
| Executive Director/CEO | 279683 | 95736 | 21941 | 11163 | 1346 | 409869 |
| Robert D Harris | ||||||
| Director of Finance/CFO | 142283 | 39577 | 2669 | 7173 | 6279 | 197981 |
| Bart Aslin | ||||||
| Foundation Director | 156377 | 38290 | 1024 | 7959 | 3883 | 207533 |
| James Spilos | ||||||
| Director of HR | 130237 | 31336 | 2392 | 12151 | 176116 | |
| Gary Baker | ||||||
| Director of IT | 205074 | 53424 | 2143 | 7465 | 7134 | 275240 |
| Deborah A Holton | ||||||
| Director of Events, Industry Strategy Development | 151716 | 65224 | 397 | 9912 | 3972 | 231221 |
| Jeannine A Kunz | ||||||
| Director of Tooling U-SME | 157087 | 53398 | 435 | 7704 | 3472 | 222096 |
| Timothy A Fausch | ||||||
| Director of ME Media | 160137 | 745 | 2499 | 1175 | 164556 | |
| Chad H Schron | ||||||
| Division Manager, Tooling U | 150669 | 116790 | 280 | 6118 | 3715 | 277572 |
| Toni L Neary | ||||||
| Manager, Business Development | 46169 | 189824 | 57 | 2032 | 5110 | 243192 |
| James V Vickers | ||||||
| Manager, Corporate Sales | 137712 | 85530 | 251 | 5571 | 3292 | 232356 |
| Stavros Prahalis | ||||||
| Sr Manager, Strategic Alliance | 181284 | 32916 | 576 | 3716 | 218492 | |
| Bryan S Knaack | ||||||
| Manager, Government Education | 97943 | 99546 | 189 | 4085 | 5271 | 207034 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 1 | 5a | The SME paid bonuses to its Directors. The bonuses were partly based on the achievement of specific project management goals and parlty upon the revenues of SME. No portion was contingent upon the net earnings of SME or any related organization. |
| I | 5b | The SME paid a bonus to the Foundation 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 the Foundation, but no portion of the payment is contingent upon the net earnings of SME or any related organization. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Jergen's Inc | |||
| Owned by family of former Director | 309464 | Tooling U earn out payment | true |
| Chad Schron | |||
| Family member of former Director | 277572 | Compensation Paid to TU Division Mgr | false |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| ExplanationExplanation |
|---|
| Form 990, Part III, Line 4d Program Service Expenses 0, Grants and allocations 0, Revenue 0 Publications - continued - ME Magazine and its yearbooks provide timely information about emerging technologies industries via its educational content advertisements. The magazine furthers the Societys exempt purpose by providing education in support of SMEs expositions and other educational events. The total circulation of our Manufacturing Engineering magazine in 2012 was 1,221,109. 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. The Society also publishes two scholarly, peer-reviewed journals on manufacturing systems and pioneering processes maintains an archive of more than 17,000 technical papers. |
| Form 990, Part III, Line 4d Program Service Expenses 3,743,622, Grants and allocations 111,417, Revenue 1,561,693 Membership Programs - SMEs 23,008 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. SMEs 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. SMEs 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. |
| Form 990, Part III, Line 4d Program Service Expenses 470,200, Grants and allocations 470,200, Revenue 0 Engineering Education Grants-- Through its SME Education Foundation and other grants, SME inspires youth to pursue careers in manufacturing, supports 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. |
| Form 990 Part III Line 4b Professional Development Continued - The Tooling Universitys classes are delivered through their custom learning management system which provides extensive tracking and reporting capabilities. Tooling Universitys competencies 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, CDs and DVDs that educate the professional manufacturer on many topics within the field. |
| Form 990 Part VI Section A Line 6, 7 8 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 SMEs 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 Section B Line 11b 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 Executive Director, the 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 Executive Director/CEO. The signed return was then sent to all the voting members of the Board of Directors. |
| Form 990 Part VI Section B Line 12c SME maintains a written conflict of interest policy for its 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 I Section B Line 15b Benchmark studies have been performed when determining the compensation to be paid for 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 Director/CEO conducts an annual performance review of all top management against previously set objectives. The Executive Compensation Committee conducts an annual performance reivew for the Executive Director/CEO against previously set objectives. Merit increases are awarded annually by the Executive Compensation Committee for all top management, based on reviews. Executive incentives are awarded based on the Executive Incentive Plan. |
| Form 990 Part VI Section C Line 19 The organization makes its governing documents, conflict of interest policy and financial information available to its members. |
| Form 990 Part XI Line 9 Reconciliation of Net Assets - Other Changes in Net Assets or Fund Balances are comprised of a Remeasurement Gain from restated Canadian Financial Statements of 59,615 |
| Form 990 Part IX Line 11g Fees For Services - Other - Totaling 7,378,358, is comprised of 897,553 in Salesman commissions, 182,474 in Honorariums, 182,904 in Recruitment fees, 2,995,132 in Advertising and Public Relations, 1,570,792 in Other consulting, 308,322 in Temporary personnel and 1,241,181 in Event services. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tooling University LLC | BusinessNameLine1 |
Address US AddressUS
| 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 Courses | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Total Income | 6022804 | TotalIncome |
| EOY Assets | 16917599 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Society of Manufacturing Engineers | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SME Education Foundation | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | MI | LegalDomicileState |
| Exempt Code Section | 501c3 | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | true | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SME Education Foundation | ||
| b | 470200 | Cash amount |
| SME Education Foundation | ||
| n | 73500 | Cash amount |
| SME Education Foundation | ||
| o | 560104 | Cash amount |
| SME Education Foundation | ||
| q | 520393 | Cash amount |
| Society of Manufacturing Engineers Chapters | ||
| b | 111417 | Cash amount |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | V | Identifier |
| Return Reference | 2 | ReturnReference |
| Explanation | Operating expenses for the SME Education Foundation are normally paid from SME cash accounts as a means to improve efficiencies in the disbursement process. SME Education Foundation then reimburses SME approximately monthly for the invoices on their behalf. | Explanation |