SOCIETY OF WOMEN ENGINEERS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF WOMEN ENGINEERS (EIN 13-1947735)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-22
- IRS object ID
- 202521129349301957
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-22T13:58:51-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362663358 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTE BROWN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 OAKTON STREET | AddressLine1Txt |
| City | ELK GROVE VILLAGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131947735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF WOMEN ENGINEERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 3125965230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 E RANDOLPH STREET 3500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN HORTING | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3125965230 | PhoneNum |
| Signature | 2025-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GENEVRA KNIGHT | PreparerPersonNm |
| PTIN | P00363276 | PTIN |
| Phone | 8479561040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN HORTING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 E RANDOLPH STREET 3500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,318,104 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SWE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE SOCIETY'S MISSION IS TO EMPOWER WOMEN TO ACHIEVE THEIR FULL POTENTIAL IN CAREERS AS ENGINEERS AND LEADERS; EXPAND THE IMAGE OF THE ENGINEERING AND TECHNOLOGY PROFESSIONS AS A POSITIVE FORCE IN IMPROVING THE QUALITY OF LIFE, AND DEMONSTRATE THE VALUE OF DIVERSITY AND INCLUSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 56 | TotalEmployeeCnt |
| Total Volunteers | 1500 | TotalVolunteersCnt |
| Total Gross UBI | $102,525 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,433,965 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,877,339 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,255,605 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,606,177 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$53,151 | PYInvestmentIncomeAmt |
| CY Investment Income | $145,788 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,390 | PYOtherRevenueAmt |
| CY Other Revenue | $22,823 | CYOtherRevenueAmt |
| PY Total Revenue | $17,638,809 | PYTotalRevenueAmt |
| CY Total Revenue | $19,652,127 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $68,927 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $62,565 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,901,990 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,966,871 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $731,938 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,605,972 | PYOtherExpensesAmt |
| CY Other Expenses | $14,157,142 | CYOtherExpensesAmt |
| PY Total Expenses | $17,576,889 | PYTotalExpensesAmt |
| CY Total Expenses | $21,186,578 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $61,920 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,534,451 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,055,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,844,859 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,622,988 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,128,051 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,432,511 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,716,808 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SOCIETY'S MISSION IS TO STIMULATE WOMEN TO ACHIEVE FULL POTENTIAL IN CAREERS AS ENGINEERS AND LEADERS, EXPAND THE IMAGE OF THE ENGINEERING PROFESSION AS A POSITIVE FORCE IN IMPROVING THE QUALITY OF LIFE, AND DEMONSTRATE THE VALUE OF DIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,375,881 | ExpenseAmt |
| Grant | $62,565 | GrantAmt |
| Revenue | $2,934,178 | RevenueAmt |
| Desc | YOUNG WOMAN ARE ENCOURAGED TO ENTER THE ENGINEERING FIELD. SCHOLARSHIPS WERE AWARDED TO FEMALE STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,365,434 | ExpenseAmt |
| Revenue | $11,291,381 | RevenueAmt |
| Desc | SWE ANNUAL CONFERENCE IS THE LARGEST PROFESSIONAL DEVELOPMENT PROGRAM FOR FEMALE ENGINEERING STUDENTS AND ENGINEERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $416,415 | ExpenseAmt |
| Revenue | $300,916 | RevenueAmt |
| Desc | SWE MAGAZINE IS PUBLISHED BY THE SOCIETY OF WOMEN ENGINEERS FIVE TIMES PER YEAR AND MADE AVAILABLE TO ALL MEMBERS AND OTHER INTERESTED PARTIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,606,929 | ExpenseAmt |
| Desc | EXXEC, WE LOCAL, PROFESSIONAL PROGRAMS, STUDENT PROGRAMS, GRANTS, WE GLOBAL, MEMBERSHIP, ADVOCACY | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,606,929 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $16,764,659 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 56 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUTCHINS ROBBINS AND DIAMOND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472401040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 PERIMETER DRIVE SUITE 760 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ALEXIS MCKITTRICK | |||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SILVIA KARLSSON | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KAITLYN BUNKER | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DIANNE BEEVER | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KAREN ROTH | |||||||
| PRESIDENT ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| INAAS DURAT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BIANCA MCCARRT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN IDEM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VIDHYA THIYAGARAJAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTINE BARNES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN HORTING | |||||||
| EXECUTIVE DIRECTOR & CEO | 40.00 | Yes (X) | $401,172 | $0 | $43,331 | ||
| PHILIP THAKADIYIL | |||||||
| CFO | 40.00 | Yes (X) | $323,356 | $0 | $38,219 | ||
| PATRICIA KOLAR | |||||||
| DIRECTOR | 40.00 | $150,157 | $0 | $30,475 | Yes (X) | ||
| JENNIFER SCOTT | |||||||
| VICE PRESIDENT | 40.00 | $216,670 | $0 | $34,331 | Yes (X) | ||
| HONNA GEORGE | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $209,627 | $0 | $11,602 | Yes (X) | ||
| ROBERTA RINCON | |||||||
| DIRECTOR | 40.00 | $141,509 | $0 | $18,605 | Yes (X) | ||
| LARRY GUTHRIE | |||||||
| DIRECTOR | 40.00 | $102,754 | $0 | $18,359 | Yes (X) | ||
| EMILY BURNETT | |||||||
| DIRECTOR | 40.00 | $117,003 | $0 | $29,158 | Yes (X) | ||
| ANNE M PERUSEK | |||||||
| DIRECTOR | 40.00 | $112,037 | $0 | $34,616 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,774,285 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $258,696 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DAVID JAMES GROUP | |||||
| 1 TRANS AM PLAZA DRIVE SUITE 300 | OAK BROOK TERRACE | IL | 60181 | MARKETING | $887,149 |
| IRELAUNCH LLC | |||||
| 1140 BEACON STREET STE 105 | BROOLINE | MA | 02446 | CONFERENCE | $257,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,591,023 | MembershipDuesAmt |
| All Other Contributions | $3,286,316 | AllOtherContributionsAmt |
| Total Contributions | $4,877,339 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONFERENCE | 541900 | $11,685,791 | $11,685,791 | |
| PROGRAMS & SERVICES | 900099 | $2,619,470 | $2,619,470 | |
| PUBLICATIONS | 541800 | $198,391 | $198,391 | |
| PUBLICATION ADVERTISING | 541800 | $102,525 | $102,525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,606,177 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $371,227 | TotalRevenueColumnAmt |
| Exclusion | $371,227 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,016,109 | SecuritiesAmt |
| Other | $2,424,429 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,146,913 | SecuritiesAmt |
| Other | $2,519,064 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$130,804 | SecuritiesAmt |
| Other | -$94,635 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$225,439 | TotalRevenueColumnAmt |
| Exclusion | -$225,439 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $22,823 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,823 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,823 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,652,127 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,526,475 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $102,525 | UnrelatedBusinessRevenueAmt |
| Exclusion | $145,788 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,565 | TotalAmt |
| Program Services | $62,565 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $657,550 | TotalAmt |
| Program Services | $328,775 | ProgramServicesAmt |
| Management And General | $246,409 | ManagementAndGeneralAmt |
| Fundraising | $82,366 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,309,321 | TotalAmt |
| Program Services | $4,168,023 | ProgramServicesAmt |
| Management And General | $1,661,564 | ManagementAndGeneralAmt |
| Fundraising | $479,734 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,409 | TotalAmt |
| Management And General | $33,409 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,925 | TotalAmt |
| Program Services | $230,127 | ProgramServicesAmt |
| Management And General | $3,798 | ManagementAndGeneralAmt |
| Fundraising | $6,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,689 | TotalAmt |
| Program Services | $324,515 | ProgramServicesAmt |
| Management And General | $107,327 | ManagementAndGeneralAmt |
| Fundraising | $33,847 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $638,331 | TotalAmt |
| Program Services | $412,015 | ProgramServicesAmt |
| Management And General | $174,814 | ManagementAndGeneralAmt |
| Fundraising | $51,502 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,325 | TotalAmt |
| Program Services | $42,198 | ProgramServicesAmt |
| Management And General | $176,076 | ManagementAndGeneralAmt |
| Fundraising | $30,051 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,453,767 | TotalAmt |
| Program Services | $5,428,296 | ProgramServicesAmt |
| Management And General | $25,471 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,020 | TotalAmt |
| Program Services | $199,458 | ProgramServicesAmt |
| Management And General | $84,630 | ManagementAndGeneralAmt |
| Fundraising | $24,932 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM FEES | $3,971,067 | $3,971,067 | ||
| FOOD AND BEVERAGE | $952,997 | $917,894 | $33,654 | $1,449 |
| PROFESSIONAL | $784,092 | $235,639 | $548,453 | |
| TECHNOLOGY | $329,674 | $143,640 | $186,034 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $730,846 | TotalAmt |
| Program Services | $300,447 | ProgramServicesAmt |
| Management And General | $408,342 | ManagementAndGeneralAmt |
| Fundraising | $22,057 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,186,578 | TotalAmt |
| Program Services | $16,764,659 | ProgramServicesAmt |
| Management And General | $3,689,981 | ManagementAndGeneralAmt |
| Fundraising | $731,938 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,070,615 | BOYAmt |
| EOY | $1,954,459 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,543,666 | BOYAmt |
| EOY | $2,589,855 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,317,716 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $541,205 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $880,879 | BOYAmt |
| EOY | $776,511 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,139,761 | BOYAmt |
| EOY | $10,167,217 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,420,578 | BOYAmt |
| EOY | $3,356,817 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,055,499 | BOYAmt |
| EOY | $18,844,859 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,068 | BOYAmt |
| EOY | $287,013 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,566,384 | BOYAmt |
| EOY | $5,286,149 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,900 | BOYAmt |
| EOY | $72,900 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,596,636 | BOYAmt |
| EOY | $3,481,989 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,622,988 | BOYAmt |
| EOY | $9,128,051 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,718,147 | BOYAmt |
| EOY | $8,906,101 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714,364 | BOYAmt |
| EOY | $810,707 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,432,511 | BOYAmt |
| EOY | $9,716,808 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,055,499 | BOYAmt |
| EOY | $18,844,859 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,534,451 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $818,748 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,980,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,656,274 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,592,999 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,433,965 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,877,339 | CurrentTaxYearAmt |
| Total | $18,541,489 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,337,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,312,532 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,436,224 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,255,605 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,606,117 | CurrentTaxYearAmt |
| Total | $56,948,098 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,318,532 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,968,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,029,223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,689,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,483,456 | CurrentTaxYearAmt |
| Total | $75,489,587 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,732 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,053 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,917 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,029 | CurrentTaxYearAmt |
| Total | $145,919 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,732 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,053 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,917 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,029 | CurrentTaxYearAmt |
| Total | $145,919 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $75,343,668 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,991 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $216,422 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $292,129 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $318,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $371,227 | CurrentTaxYearAmt |
| Total | $1,301,682 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $8,842 | CurrentTaxYearMinus2YearsAmt |
| Total | $8,842 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,991 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $216,422 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $300,971 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $318,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $371,227 | CurrentTaxYearAmt |
| Total | $1,310,524 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $293,644 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $224,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,823 | CurrentTaxYearAmt |
| Total | $568,284 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,715,167 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,409,655 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,355,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,010,873 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,877,506 | CurrentTaxYearAmt |
| Total | $77,368,395 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97380 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96840 | PublicSupportPY509Pct |
| Investment Income CY | 0.01690 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01800 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,009,296 | BeginningYearBalanceAmt |
| Contributions | $532,289 | ContributionsAmt |
| Investment Earnings Or Losses | $1,283,712 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $391,100 | GrantsOrScholarshipsAmt |
| Other Expenditures | $77,338 | OtherExpendituresAmt |
| End Year Balance | $11,356,859 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,111,782 | BeginningYearBalanceAmt |
| Contributions | $404,975 | ContributionsAmt |
| Investment Earnings Or Losses | $967,501 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $376,850 | GrantsOrScholarshipsAmt |
| Other Expenditures | $98,112 | OtherExpendituresAmt |
| End Year Balance | $10,009,296 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,540,048 | BeginningYearBalanceAmt |
| Contributions | $373,950 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,348,054 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $366,850 | GrantsOrScholarshipsAmt |
| Other Expenditures | $87,312 | OtherExpendituresAmt |
| End Year Balance | $9,111,782 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,100,837 | BeginningYearBalanceAmt |
| Contributions | $504,552 | ContributionsAmt |
| Investment Earnings Or Losses | $2,262,434 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $276,950 | GrantsOrScholarshipsAmt |
| Other Expenditures | $50,825 | OtherExpendituresAmt |
| End Year Balance | $10,540,048 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,267,866 | BeginningYearBalanceAmt |
| Contributions | $184,264 | ContributionsAmt |
| Investment Earnings Or Losses | $37,726 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $295,246 | GrantsOrScholarshipsAmt |
| Other Expenditures | $93,771 | OtherExpendituresAmt |
| End Year Balance | $8,100,839 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.48100 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $243,189 | OtherCostOrOtherBasisAmt |
| Depreciation | $146,489 | DepreciationAmt |
| Book Value | $96,700 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,074,527 | OtherCostOrOtherBasisAmt |
| Depreciation | $394,716 | DepreciationAmt |
| Book Value | $679,811 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $776,511 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM SWE ENDOWMENT FUND | $391,100 |
| OPERATING LEASE RIGHT OF USE ASSET | $2,855,717 |
| DUE FROM WCEC | $110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,356,817 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SCHOLARSHIPS PAYABLE | $391,100 |
| OPERATING LEASE LIABILITY | $3,090,889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,481,989 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SOCIETY ADOPTED THE PROVISIONS OF FASB ASC TOPIC 740, INCOME TAXES, RELATING TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE SOCIETY FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF ILLINOIS. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF WOMEN ENGINEERS ENDOWMENT FUND INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WESTOVER DRIVE 15679 | AddressLine1Txt |
| City | SANFORD | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27330 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 202761991 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $62,565 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SCHOLARSHIPS | PurposeOfGrantTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KAREN HORTING | ||||||||||||||
| EXECUTIVE DIRECTOR & CEO | $401,172 | $0 | $0 | $0 | $0 | $0 | $22,110 | $0 | $21,221 | $0 | $444,503 | $0 | $0 | $0 |
| PHILIP THAKADIYIL | ||||||||||||||
| CFO | $323,356 | $0 | $0 | $0 | $0 | $0 | $12,450 | $0 | $25,769 | $0 | $361,575 | $0 | $0 | $0 |
| JENNIFER SCOTT | ||||||||||||||
| VICE PRESIDENT | $216,670 | $0 | $0 | $0 | $0 | $0 | $13,110 | $0 | $21,221 | $0 | $251,001 | $0 | $0 | $0 |
| HONNA GEORGE | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $209,627 | $0 | $0 | $0 | $0 | $0 | $11,602 | $0 | $0 | $0 | $221,229 | $0 | $0 | $0 |
| PATRICIA KOLAR | ||||||||||||||
| DIRECTOR | $150,157 | $0 | $0 | $0 | $0 | $0 | $9,254 | $0 | $21,221 | $0 | $180,632 | $0 | $0 | $0 |
| ROBERTA RINCON | ||||||||||||||
| DIRECTOR | $141,509 | $0 | $0 | $0 | $0 | $0 | $8,777 | $0 | $9,828 | $0 | $160,114 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP IN SWE IS OPEN TO ALL WHO MEET THE MEMBERSHIP ELIGIBILITY CRITERIA, REGARDLESS OF RACE, CREED, COLOR, GENDER, AGE, NATIONAL ORIGIN, OR SEXUAL ORIENTATION. GRADES OF MEMBERSHIP INCLUDE: PROFESSIONAL, SENIOR, FELLOW, COLLEGIATE, HONORARY,ASSOCIATE, AND CORPORATE. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS WHOSE DUES ARE CURRENT AS OF MARCH 1 SHALL BE ELIGIBLE TO VOTE IN THE ANNUAL ELECTION. THE EXECUTIVE DIRECTOR SHALL BE RESPONSIBLE TO ENSURE THAT THE BALLOT, LISTING THE CANDIDATES PROPOSED BY THE NOMINATING COMITTEE AND ANY CANDIDATES WHO HAVE PROPERLY PETITIONED, SHALL BE SENT TO EACH VOTING MEMBER BY APRIL 1. NO MEMBER MAY BE NOMINATED FOR MORE THAN ONE OFFICE OR POSITION ON THE BALLOT. |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEWED IN DETAIL BY A SUB-COMMITTEE OF THE BOARD OF DIRECTORS WITH AUDITOR. FINAL VERSION IS REVIEWED BY ENTIRE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY IS REVIEWED ON A REGULAR BASIS AT BOARD OF DIRECTORS MEETINGS AND MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST ON A WRITTEN CONFLICT OF INTEREST STATEMENT |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY A SUB-COMMITTEE OF THE BOARD OF DIRECTORS, WITH COMPARABILITY DATA FROM AN INDUSTRY BENCHMARKING SURVEY. FOR OTHER KEY EMPLOYEES, THE EXECUTIVE DIRECTOR DETERMINES COMPENSATION BASED ON THE GUIDELINES PROVIDED BY THE SUB-COMMITTEE OF THE BOARD OF DIRECTORS AND COMPARABILITY DATA FROM INDUSTRY BENCHMARKING SURVEY. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS MAY BE MADE AVAILABLE UPON REQUEST TO THE SOCIETY OF WOMEN ENGINEERS' OFFICE |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWE ENDOWMENT FUND INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WESTOVER DRIVE 15679 | AddressLine1Txt |
| City | SANFORD | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27330 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202761991 | EIN |
| Primary Activities | EDUCATIONAL SERVICE ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SOCIETY OF WOMEN ENGINEERS ENDOWMENT FUND INC | ||
| B | $62,565 | CASH |
| SOCIETY OF WOMEN ENGINEERS ENDOWMENT FUND INC | ||
| C | $421,850 | CASH |
Comments