SOCIETY OF PLASTICS ENGINEERS INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF PLASTICS ENGINEERS INC (EIN 06-0692002)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-12
- IRS object ID
- 201223179349302512
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-12T15:18:53-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203968236 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES A GEORGE PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 PARK PLAZA STE 833 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060692002 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF PLASTICS ENGINEERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOCI | NameControl |
| Phone | 2037750471 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 CHURCH HILL ROAD | AddressLine1 |
| City | NEWTOWN | City |
| State | CT | State |
| ZIP Code | 06470 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GAIL BRISTOL | Name |
| Title | MANAGING DIRECTOR | Title |
| Phone | 2037750471 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00659906 | PTIN |
| Phone | 6174820272 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GAIL BRISTOL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 CHURCH HILL ROAD | AddressLine1 |
| City | NEWTOWN | City |
| State | CT | State |
| ZIP Code | 06470 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4361779 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.4SPE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1942 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | EVERY DAY THE SOCIETY OF PLASTICS ENGINEERS (SPE) HELPS PEOPLE AND COMPANIES IN THE PLASTICS INDUSTRY SUCCEED. HOW? BY SPREADING KNOWLEDGE , STRENGTHENING SKILLS AND PROMOTING PLASTICS. SPE IS THE ONLY PLACE WHERE PEOPLE FROM ALL PARTS OF THE INDUSTRY CAN COME TOGETHER AROUND IMPORTANT ISSUES AND TECHNOLOGIES. SPES CONTRIBUTION TO THE PLASTICS INDUSTRY FOR OVER 60 YEARS HAS MADE A SIGNIFICANT DIFFERENCE TO THE TECHNOLOGIES AND INNOVATIONS THE INDUSTRY ENJOYS TODAY. IN THE PROCESS, WE'VE DEVELOPED A 20,000-MEMBER NETWORK OF LEADING ENGINEERS, SCIENTISTS AND OTHER PLASTICS PROFESSIONALS, INCLUDING TECHNICIANS, SALESPEOPLE, MARKETERS, RETAILERS AND REPRESENTATIVES FROM TERTIARY INDUSTRIES.TODAY, THE INDUSTRY IS MORE INTERDEPENDENT THAN EVER, AND PROFESSIONAL NETWORKS HAVE TAKEN ON GLOBAL DIMENSIONS. SUCH NETWORKS ARE ALMOST IMPOSSIBLE TO DEVELOP AND MAINTAIN IN OUR FAST-PACED INDUSTRY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 101 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 101 | NbrIndependentVotingMembers |
| Total Nbr Employees | 18 | TotalNbrEmployees |
| Total Nbr Volunteers | 900 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 192018 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 210513 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2635221 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3498912 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 30290 | InvestmentIncomePriorYear |
| Investment Income Current Year | 127682 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 590385 | OtherRevenuePriorYear |
| Other Revenue Current Year | 11825 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3447914 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3848932 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 128343 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 45936 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1123208 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1121453 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2044258 | OtherExpensePriorYear |
| Other Expenses Current Year | 2221380 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3295809 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3388769 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 152105 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 460163 | RevenuesLessExpensesCY |
| Total Assets BOY | 4242757 | TotalAssetsBOY |
| Total Assets EOY | 4197849 | TotalAssetsEOY |
| Total Liabilities BOY | 2809896 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2353803 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1432861 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1844046 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | EVERY DAY THE SOCIETY OF PLASTICS ENGINEERS (SPE) HELPS PEOPLE AND COMPANIES IN THE PLASTICS INDUSTRY SUCCEED. HOW? BY SPREADING KNOWLEDGE , STRENGTHENING SKILLS AND PROMOTING PLASTICS. SPE IS THE ONLY PLACE WHERE PEOPLE FROM ALL PARTS OF THE INDUSTRY CAN COME TOGETHER AROUND IMPORTANT ISSUES AND TECHNOLOGIES. SPES CONTRIBUTION TO THE PLASTICS INDUSTRY FOR OVER 60 YEARS HAS MADE A SIGNIFICANT DIFFERENCE TO THE TECHNOLOGIES AND INNOVATIONS THE INDUSTRY ENJOYS TODAY. IN THE PROCESS, WE'VE DEVELOPED A 20,000-MEMBER NETWORK OF LEADING ENGINEERS, SCIENTISTS AND OTHER PLASTICS PROFESSIONALS, INCLUDING TECHNICIANS, SALESPEOPLE, MARKETERS, RETAILERS AND REPRESENTATIVES FROM TERTIARY INDUSTRIES.TODAY, THE INDUSTRY IS MORE INTERDEPENDENT THAN EVER, AND PROFESSIONAL NETWORKS HAVE TAKEN ON GLOBAL DIMENSIONS. SUCH NETWORKS ARE ALMOST IMPOSSIBLE TO DEVELOP AND MAINTAIN IN OUR FAST-PACED INDUSTRY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2539014 | Expense |
| Revenue | 3524790 | Revenue |
| Description | THE ORGANZIATION HAS NUMEROUS DIFFERENT SERVICES THAT IT PROVIDES. PROGRAMS CONSIST OF MEMBERSHIP, PLASTICS ENGINEERS MAGAZINE, EDUCATIONAL PROGRAMS AND SERVICES, PUBLIC AWARENESS, AND RELATED MEMBER SERVICES. | Description |
| Total Program Service Expense | 2539014 | 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 | 0 | 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 | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 18 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | BE | NameOfForeignCountry |
| 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 | 101 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 101 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAWN ROMAN-WEIDE | NamePerson |
| Telephone Number | 2037405414 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 CHURCH HILL ROAD | AddressLine1 |
| City | NEWTOWN | City |
| State | CT | State |
| ZIP Code | 06470 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (101 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DR RAED AL ZUBI | ||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| WILLIAM ARENDT | ||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| VIJAY BOOLANI | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| KEN BRANEY | ||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| RUSSELL BROOME | ||||||
| PRESIDENT ELECT | 2.00 | X | X | 0 | 0 | 0 |
| OLIVIER CRAVE | ||||||
| VICE PRESIDENT | 2.00 | X | 0 | 0 | 0 | |
| BRIAN GRADY | ||||||
| VICE PRESIDENT/SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| JAMES GRIFFING | ||||||
| SENIOR VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| LANCE NEWARD | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| SCOTT OWENS | ||||||
| VICE PRESIDENT/TREASURER | 2.00 | X | 0 | 0 | 0 | |
| JON RATZLAFF | ||||||
| VICE PRESIDENT | 2.00 | X | 0 | 0 | 0 | |
| BRENT STRONG | ||||||
| VICE PRESIDENT | 2.00 | X | 0 | 0 | 0 | |
| FAWAZ AL KAAKI | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| BARBARA ARNOLD-FERET | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| SHARI AXELRAD | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| EARL BALTHAZAR | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| MARK BARGER | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| RALPH BARNES | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| DOREEN BEGHTOL | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| MARK BERARD | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| SANJIV BHATT | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| SERGE BLANCHARD | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| ANDY BONDHUS | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| RICHARD BOPP | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| RICHARD BRADLEY | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| BRUCE BRODIE | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| E BROOME | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| PAUL BROWITT | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| GREGORY CAMPBELL | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| KIL-YEONG CHOI | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| AUSTIN COFFEY | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| MARK CORBETT | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| SANDRA DAVIS | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| DONNA DAVIS | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| MICHAEL FASSBENDER | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| OSCAR GARCIA | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| CHARLES GREENWOOD | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| DALE GROVE | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| ADAM HALL | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| MARGIE HANNA | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| JOSEPH HENZ | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| EDWIN HILGEHOLT | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| TODD HRITZ | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| LAWRENCE INGRAM | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| HIROSHI ITO | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| BRADLEY JOHNSON | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| NORM KAKARALA | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| RICHARD KESKEL | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| ROGER KIPP | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| VAMAN KULKARNI | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| JOSE LAGARON | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| BRIAN LANDES | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| EDWARD LANGLEY | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| DEJIN LI | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| MICHAEL LODICO | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| GIOVANNI LUCCHETTA | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| RONALD MARKOVICH | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| JAMES MASON | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| JOSEPH MATTINGLY | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| STEPHEN MCCARTHY | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| LOUIS MCCLOSKEY | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| SAM MCCORD | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| THOMAS MCNAMARA | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| JOAQUIM MENEZES | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| TOM MESTDAG | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| RICHARD MORRISON | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| THOMAS MORTON | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| FERNANDO NOVAES | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| CHARLIE O'BOSKY | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| WILLIAM O'CONNELL | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| AMOS OPHIR | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| FRANKLIN PALMER | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| PETER PEREZ-CASTRO | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| GARY PETRUSKA | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| THOMAS PICKETT | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| REINHOLD PLOT | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| GREGORY PRENTISS | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| DAVID RILEY | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| JORDAN ROTHEISER | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| RAJIV SANGHAVI | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| NICK SCHOTT | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| ASHUTOSH SHARMA | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| RAYMOND SHUTE | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| ZAN SMITH | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| ALLEN SMITH | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| GARY SPALTER | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| RUSSELL SPEIGHT | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| SCOTT STEELE | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| EDWARD STUMPEK | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| WILLIAM TOBIN | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| WAYNE VANDER ZANDEN | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| GREGORIO VELEZ-GARCIA | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| RICHARD WAGNER | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| PARVINDER WALIA | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| PAUL WALLER | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| JOE WILLIAMS | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| DONALD WITENHAFER | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| ANTHONY WONG | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| BRIAN YOUNG | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| HARRISON YU | ||||||
| SECTION COUNCILOR | 2.00 | X | 0 | 0 | 0 | |
| SUSAN ODERWALD | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 105069 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 105069 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 210513 | AllOtherContributions |
| Total Contributions | 210513 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 1631628 | 1631628 |
| CONFERENCES | 900099 | 1225802 | 1225802 |
| PUBLICATIONS | 511120 | 614111 | 614111 |
| SPE STORE | 900099 | 27371 | 27371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3498912 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 113629 | TotalRevenueColumn |
| Exclusion | $113,629 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 526900 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 512847 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14053 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14053 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14053 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 11825 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11825 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 11825 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3848932 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3524790 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $113,629 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9284 | Total |
| Program Services | 9284 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36652 | Total |
| Program Services | 36652 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105069 | Total |
| Management And General | 105069 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 736955 | Total |
| Program Services | 567455 | ProgramServices |
| Management And General | 169500 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59117 | Total |
| Program Services | 45520 | ProgramServices |
| Management And General | 13597 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146817 | Total |
| Program Services | 113049 | ProgramServices |
| Management And General | 33768 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73495 | Total |
| Program Services | 56591 | ProgramServices |
| Management And General | 16904 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18385 | Total |
| Program Services | 14156 | ProgramServices |
| Management And General | 4229 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19066 | Total |
| Program Services | 14681 | ProgramServices |
| Management And General | 4385 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36803 | Total |
| Program Services | 28338 | ProgramServices |
| Management And General | 8465 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9371 | Total |
| Program Services | 7216 | ProgramServices |
| Management And General | 2155 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122813 | Total |
| Program Services | 94566 | ProgramServices |
| Management And General | 28247 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178916 | Total |
| Program Services | 137765 | ProgramServices |
| Management And General | 41151 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149489 | Total |
| Program Services | 115107 | ProgramServices |
| Management And General | 34382 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195947 | Total |
| Program Services | 150879 | ProgramServices |
| Management And General | 45068 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 658405 | Total |
| Program Services | 506972 | ProgramServices |
| Management And General | 151433 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4452 | Total |
| Program Services | 3428 | ProgramServices |
| Management And General | 1024 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60571 | Total |
| Program Services | 46640 | ProgramServices |
| Management And General | 13931 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26409 | Total |
| Program Services | 20335 | ProgramServices |
| Management And General | 6074 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39039 | Total |
| Program Services | 30060 | ProgramServices |
| Management And General | 8979 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEMBERSHIP SERVICES | 380679 | 293123 | 87556 |
| PUBLICATION | 183700 | 141449 | 42251 |
| BAD DEBT EXPENSE | 48234 | 37141 | 11093 |
| SPE STORE | 16007 | 12325 | 3682 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73094 | Total |
| Program Services | 56282 | ProgramServices |
| Management And General | 16812 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3388769 | Total |
| Program Services | 2539014 | ProgramServices |
| Management And General | 849755 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55481 | BOY |
| EOY | 160362 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211639 | BOY |
| EOY | 161689 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200879 | BOY |
| EOY | 63803 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71757 | BOY |
| EOY | 64386 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108638 | BOY |
| EOY | 137202 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 280721 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 276572 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13209 | BOY |
| EOY | 4149 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3566602 | BOY |
| EOY | 3606258 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14552 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4242757 | BOY |
| EOY | 4197849 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86189 | BOY |
| EOY | 181535 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1504544 | BOY |
| EOY | 999486 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 270000 | BOY |
| EOY | 182525 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 949163 | BOY |
| EOY | 990257 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2809896 | BOY |
| EOY | 2353803 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -633924 | BOY |
| EOY | -445592 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2033275 | BOY |
| EOY | 2256128 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33510 | BOY |
| EOY | 33510 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1432861 | BOY |
| EOY | 1844046 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4242757 | BOY |
| EOY | 4197849 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 460163 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -48978 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1948911 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1907677 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1699621 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1668393 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1631628 | CurrentTaxYear |
| Total | 8856230 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3266263 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2538304 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1348831 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1694577 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1867284 | CurrentTaxYear |
| Total | 10715259 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5215174 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4445981 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3048452 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3362970 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3498912 | CurrentTaxYear |
| Total | 19571489 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 19571489 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 111637 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58378 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 114774 | CurrentTaxYearMinus1Year |
| Current Tax Year | 113629 | CurrentTaxYear |
| Total | 398418 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 111637 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58378 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 114774 | CurrentTaxYearMinus1Year |
| Current Tax Year | 113629 | CurrentTaxYear |
| Total | 398418 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5326811 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4504359 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3048452 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3477744 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3612541 | CurrentTaxYear |
| Total | 19969907 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98000 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98320 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01680 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 | 33510 | BeginningOfYearBalance |
| End Of Year Balance | 33510 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33510 | BeginningOfYearBalance |
| End Of Year Balance | 33510 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33510 | BeginningOfYearBalance |
| End Of Year Balance | 33510 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33510 | BeginningOfYearBalance |
| End Of Year Balance | 33510 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 280721 | OtherCostOrOtherBasis |
| Depreciation | 276572 | Depreciation |
| Book Value | 4149 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4149 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER LIABILITIES | $300,745 |
| SECTIONS AND DIVISIONS INVESTMENT PLAN | $689,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 990257 | TotalOfAmounts |
| Total Revenue | 3848932 | TotalRevenue |
| Total Expenses | 3388769 | TotalExpenses |
| Excess Or Deficit For Year | 460163 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -145460 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | 96482 | PriorPeriodAdjustments |
| Total Adjustments | -48978 | TotalAdjustments |
| Excess Or Deficit Per FS | 411185 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3703472 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -145460 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -145460 | RevenueNotRptdF990 |
| Revenue Subtotal | 3848932 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3848932 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3388769 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3388769 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3388769 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | PERMANENT ENDOWMENT USED TO FINANCE FUTURE ACTIVITIES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2011. AS OF DECEMBER 31, 2011, THE ORGANIZATION DID NOT RECORD ANY PENALTIES OR INTEREST ASSOCIATED WITH UNCERTAIN TAX POSITIONS. THEREFORE, THE CERTAIN PROVISIONS OF FASB ASC 740, WHICH WERE ADOPTED DURING 2010, HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 1 | NumberOfEmployees |
| Type Of Activities Conducted | OFFICE IS MAINTAINED TO ASSIST MEMBERSHIP AND COORDINATE SEMINARS IN THE LOCAL EUROPEAN COMMUNITY | TypeOfActivitiesConducted |
| Total Expenditures | 62095 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 62095 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 62095 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YALE UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 208267 | AddressLine1 |
| City | NEW HAVEN | City |
| State | CT | State |
| ZIP Code | 06520 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Cash Grant | 6900 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
| Purpose Of Grant | EDUCATIONAL | PurposeOfGrant |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 9 | NumberOfRecipients |
| Amount Of Cash Grant | 26652 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | 4.4.1 VOTING MEMBERS MEMBERS, SENIOR MEMBERS, FELLOWS OF THE SOCIETY, HONORED SERVICE MEMBERS, AND DISTINGUISHED MEMBERS SHALL HAVE THE RIGHT TO VOTE, HOLD ELECTIVE OFFICE AND PARTICIPATE IN ALL THE AFFAIRS OF THE SOCIETY. 4.4.2 AFFILIATE MEMBERS AFFILIATE MEMBERS SHALL HAVE ALL THE PRIVILEGES OF MEMBERSHIP, INCLUDING THOSE OF VOTING AND HOLDING OFFICES IN THE SECTIONS AND DIVISIONS, AND MAY PARTICIPATE IN ALL OF THE AFFAIRS OF THE SOCIETY, EXCEPT THAT THEY SHALL NOT ENJOY THE PRIVILEGE OF HOLDING SOCIETY OFFICE OR SERVING AS COUNCILOR. 4.4.3 NON-VOTING MEMBERS STUDENT, STUDENT AFFILIATE AND HONORARY MEMBERS MAY PARTICIPATE IN ALL AFFAIRS OF THE SOCIETY EXCEPT VOTING OR HOLDING ELECTIVE SECTION, DIVISION OR SOCIETY OFFICE. 4.4.4 SECTION AFFILIATION EACH MEMBER SHALL BE AFFILIATED WITH THE SECTION WITHIN WHOSE BOUNDARIES THE MEMBER'S MAILING ADDRESS FALLS, EXCEPT WHEN THE MEMBER REQUESTS AFFILIATION WITH ANOTHER SECTION. A MEMBER NOT AFFILIATED WITH ANY SECTION SHALL BE LISTED AS A NON-SECTION AFFILIATE. 4.4.5 DIVISION AFFILIATION EACH MEMBER IN GOOD STANDING SHALL HAVE THE PRIVILEGE OF AFFILIATING WITH A SINGLE DIVISION. REQUIREMENTS FOR MEMBERSHIP IN ADDITIONAL DIVISIONS SHALL BE PRESCRIBED BY COUNCIL. | |
| FORM 990, PART VI, SECTION A, LINE 7A | 6.1.1 GOVERNANCE THE GOVERNANCE OF THE SOCIETY SHALL BE VESTED IN A GOVERNING BODY CALLED THE COUNCIL. 6.1.2 EXECUTIVE DIRECTOR AN EXECUTIVE DIRECTOR MAY BE EMPLOYED TO ACT AS THE BUSINESS MANAGER OF THE SOCIETY. (SEE ALSO ARTICLE 13) 6.1.3 COUNCIL THE COUNCIL SHALL CONSIST OF REPRESENTATIVES ELECTED BY MEMBERS AFFILIATED WITH SECTIONS AND DIVISIONS AS PROVIDED IN THE BYLAWS, THE TWO IMMEDIATE PAST PRESIDENTS AS COUNCILORS-AT-LARGE, AND A COUNCILOR- OR COUNCILORS-AT-LARGE AS MAY BE PROVIDED IN THIS DOCUMENT (SEE ALSO ARTICLES 7 & 8). EACH COUNCILOR SHALL BE A VOTING MEMBER OF THE SOCIETY WHEN SEATED. THE EXECUTIVE DIRECTOR SHALL BE A NON-VOTING MEMBER OF THE COUNCIL. 6.1.4 REPRESENTATION THE MEMBERS AFFILIATED WITH EACH SECTION SHALL ELECT ONE OF THEIR MEMBERS AS A REPRESENTATIVE IN THE COUNCIL. THE MEMBERS AFFILIATED WITH EACH DIVISION SHALL ELECT ONE OF THEIR MEMBERS AS A REPRESENTATIVE IN THE COUNCIL. THE RETIRING PRESIDENT OF THE SOCIETY, AS COUNCILOR-AT-LARGE, SHALL ALSO REPRESENT THE NON-SECTION AND NON-DIVISION AFFILIATES. | |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS OF THE ORGANIZATION ARE ELECTED TO THE GOVERNING BODY; THEREFORE, DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PREPARED BY TAX PROFESSIONALS IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING MANAGER AND DIRECTOR, OPERATIONS AND ADMINISTRATION. THE RETURN IS REVIEWED BY A TEAM CONSISTING OF THE EXECUTIVE DIRECTOR, ACCOUTING MANAGER AND DIRECTOR, OPERATIONS AND ADMINISTRATION. THE RETURN IS THEN PRESENTED TO THE FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE FOR FINAL REVIEW BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EMPLOYEES AND EXECUTIVE COMMITTEE MEMBERS ARE REMINDED OF THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF EVERY COMMITTEE MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THERE IS A PERFORMANCE AND COMPENSATION COMMITTEE WHICH IS A COMMITTEE OF THE EXECUTIVE COMMITTEE. THE DIRECTOR, OPERATIONS AND ADMINISTRATION IS THE STAFF LIASON TO THIS GROUP. SALARY IS BENCHMARKED VIA THE USE OF SURVEY DATA WITH OTHER LIKE TYPE ORGANIZATIONS. IN ADDITION, THERE IS A REVIEW OF DEPARTMENT OF LABOR WAGE DEMOGRAPHICS FOR THE GEOGRAPHIC REGION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE MADE AVAILABLE BY CONTACTING THE ORGANIZATION AT THE ADDRESS OR PHONE NUMBER LISTED ON PAGE ONE OF THE RETURN. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -145,460. PRIOR PERIOD ADJUSTMENTS: 96,482. TOTAL TO FORM 990, PART XI, LINE 5: -48,978. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| THE OVERSIGHT AND SELECTION PROCESS OF THE AUDIT COMMITTEE DID NOT CHANGE FROM THE PREVIOUS YEAR. |